Flat File Template

This template provides an example for importing identities and permissions into Lumos from systems where no APIs are available or existing processes already produce flat-files. Organizations can extend and modify the structure while maintaining the core elements needed for effective access reviews and visibility. The identities imported via flat-files can also serve as a source of truth for certain types of accounts (e.g., Contractors and Suppliers).

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Flat File Structure Overview

This sample CSV represents a typical dataset that organizations can use with Lumos. The structure includes the following required fields:

• Unique ID: A unique identifier for each account
• First Name & Last Name: Full name
• Email: Corporate email address
• Status: Account status (ACTIVE, SUSPENDED, DEPROVISIONED)

For the purposes of demo, this sample also contains a custom attribute (Cost Center) and a permission (Role):

• Cost Center: Business unit or cost center code (e.g., CC001)
• Role: System role assignment (Admin, Viewer, Helpdesk, User)

Additional attributes and permissions can be added as needed.

Using This Template for Lumos Integration

Data Preparation:

• Use this CSV as a template for formatting your organization's account data
• Ensure your data follows similar field naming conventions
• Validate that each employee has a unique identifier
• Maintain consistent status values (ACTIVE, SUSPENDED, DEPROVISIONED, etc.,)
• Map the fields in the uploaded CSV to fields in Lumos

Additional Tips

1. Common Use Cases:

   • Access Reviews: Analyze roles and identify potential access risks
   • Employee Visibility: Get a clear view of employee status across cost centers
   • Role Management: Track admin vs. regular user distributions
   • Account Status Monitoring: Monitor active, suspended, and inactive accounts
   • Cost Center Analysis: Review access patterns within business units

2. Best Practices:

   • Keep status fields updated to reflect current employment status
   • Maintain consistent formatting for email addresses and unique IDs
   • Ensure role assignments align with organizational policies
   • Regularly validate assignments
   • Document any custom fields or values specific to your organization

3. Implementation Steps:

   • Create an Application in Lumos
   • Export your current employee data
   • Map your existing fields to this template format
   • Clean and validate the data
   • Upload to Lumos using the import feature an Application
   • Configure access review schedules and automation rules

4. Key Metrics to Monitor:

   • Role distribution ratios (e.g., Admin:User ratio)
   • Account status distribution
   • Cost center access patterns
   • User account changes over time

5. Customization Options:

   • Add additional fields based on your organization's needs
   • Customize role types to match your internal structure
   • Adjust status values to align with your HR systems
   • Map cost centers to your organizational hierarchy