Detailed operating procedures and demonstrations

Find the task, then open its guide or demo

Start with the business task. Each procedure explains fields, actions, visible results, exceptions and the next module handoff. IAM retains its separate end-to-end administration and access guide.

Master index Download task index IAM user guide IAM demonstration

Find a module, field or business task

Module	Task and screen	User guide	Separate demonstration
Kernel Core	Register an organization without duplicating its identity Core → Party directory → Onboard organization	Read procedure	Open demonstration
Kernel Core	Register a person and maintain structured names Core → Party directory → Onboard person; People; Person names	Read procedure	Open demonstration
Kernel Core	Add contacts and addresses to the correct party Core → Add contacts or address; Contact assignments; Address assignments	Read procedure	Open demonstration
Kernel Core	Build an organization hierarchy and classification Core → Relationship catalogs; Define relationship type; Link organizations; Organization hierarchy; Classification workspace	Read procedure	Open demonstration
Kernel Core	Maintain geography and associate an address Core → Define geography level; Define place; Place hierarchy; Address geography workspace	Read procedure	Open demonstration
Kernel Core	Maintain reference masters with their business meaning Core → Reference Masters → selected master	Read procedure	Open demonstration
Kernel Core	Define and publish state transitions and reason policy Core → State Model Designer; Reason Policy Designer; Model publications	Read procedure	Open demonstration
Tenant Engine	Create, save and review a tenant onboarding request Tenant Engine → Tenant onboarding; Onboarding requests; Tenant registration review	Read procedure	Open demonstration
Tenant Engine	Provision runtime identity and bind the organization Tenant Engine → Tenant runtime provisioning; Tenant runtime registry; Tenant organization binding	Read procedure	Open demonstration
Tenant Engine	Capture and independently review business identity evidence Tenant Engine → Capture identity evidence; Identity evidence review; Check business identity	Read procedure	Open demonstration
Tenant Engine	Publish typed tenant settings and restore a version Tenant Engine → Tenant configuration review; Tenant configuration versions; Effective tenant configuration	Read procedure	Open demonstration
Tenant Engine	Review a plan and bind a tenant subscription Tenant Engine → Commercial proposal review; Commercial subscriptions; Check commercial subscription	Read procedure	Open demonstration
Tenant Engine	Claim, verify, activate and revoke a tenant domain Tenant Engine → Tenant domains → contextual domain actions	Read procedure	Open demonstration
Tenant Engine	Resolve owner-step blockers and publish signed tenant truth Tenant Engine → Onboarding owner steps; Tenant onboarding cases; Tenant truth publications	Read procedure	Open demonstration
Tenant Engine	Maintain tenant relationships, branding, suspension and exit proposals Tenant Engine → Tenant operations; Tenant relationships; Published tenant branding; Tenant change review	Read procedure	Open demonstration
Tenant Control Plane	Request, review and register an environment Tenant Control Plane → Environment control	Read procedure	Open demonstration
Tenant Control Plane	Plan deployment and inspect provision/recovery Tenant Control Plane → Deployment and recovery	Read procedure	Open demonstration
Tenant Control Plane	Promote and restore environment configuration Tenant Control Plane → Environment configuration	Read procedure	Open demonstration
Tenant Control Plane	Bind residency and support policy Tenant Control Plane → Residency and support policies; Effective residency and support	Read procedure	Open demonstration
Tenant Control Plane	Grant, expire and revoke module entitlement Tenant Control Plane → Entitlement approvals; Current module grants	Read procedure	Open demonstration
Tenant Control Plane	Activate or restore a tenant using current readiness Tenant Control Plane → Activation and restoration	Read procedure	Open demonstration
Tenant Control Plane	Close a tenant exit with evidence retained Tenant Control Plane → Governed exit closure	Read procedure	Open demonstration
Axis	Open the owning screen and inspect its controls System Access → Experience Administration → Screens	Read procedure	Open demonstration
Axis	Maintain the screen title and header help Screens → selected screen → Screen details	Read procedure	Open demonstration
Axis	Edit a control label, help and display format in context Screens → selected screen → Fields / Controls → selected control	Read procedure	Open demonstration
Axis	Create a source-bound screen and explain every setup field Screens → Create Screen → Screen Details	Read procedure	Open demonstration
Axis	Add fields and map existing IAM permissions Selected authored screen → Fields / Controls; IAM Access Mapping	Read procedure	Open demonstration
Axis	Preview, review, publish and revise without losing authority Selected screen → Preview; Changes & Approvals; mapping context	Read procedure	Open demonstration
TimeVault	Create a Country with an explicit effective period Core Masters → Country → Create	Read procedure	Open demonstration
TimeVault	Create a State within an eligible Country period Core Masters → State → Create	Read procedure	Open demonstration
TimeVault	Correct an existing version without changing its identity Country or State → View record → Propose edit	Read procedure	Open demonstration
TimeVault	Slice and Dice a bounded correction and inspect all periods Country or State → row actions → Slice and Dice	Read procedure	Open demonstration
TimeVault	Approve, reject and recover a saved workflow handoff Country/State → selected record → Changes and review	Read procedure	Open demonstration
TimeVault	Use effective-on and recorded-as-of views correctly Country/State → Date views; record → Preserved versions	Read procedure	Open demonstration
TimeVault	Inactivate or remove a version from use Country/State → selected current period → More actions	Read procedure	Open demonstration
Regulix	Author a typed decision and test boundary inputs Regulix → Rule Design; DMN Library; Rule Definitions	Read procedure	Open demonstration
Regulix	Build and govern a process with a human review task Regulix → BPMN Design → Process Definitions	Read procedure	Open demonstration
Regulix	Define a case with plan items and milestones Regulix → CMMN Design → Case Definitions	Read procedure	Open demonstration
Regulix	Start one instance and interpret its runtime state Regulix → Process Definitions / Case Definitions → Start; Instances / Case Instances	Read procedure	Open demonstration
Regulix	Claim, delegate and complete only assigned work Regulix → Work Queue; Assignment Policies; Assignment Delegation; owning business record	Read procedure	Open demonstration
Regulix	Register an event and diagnose an instance waiting for it Regulix → Event Registry; Event Types / Event Defs; instance runtime	Read procedure	Open demonstration
Regulix	Configure SLA/calendar policy and inspect an incident Regulix → SLA Library; SLA Policy Master; SLA Incident Policy; Incident Log	Read procedure	Open demonstration
Regulix	Trace decisions, deployment and runtime recovery Regulix → Audit; Decision Log; Deploy Event Log; Artifact Graph	Read procedure	Open demonstration
Nexora	Author ordered lessons and completion requirements Nexora → Content studio → Create course	Read procedure	Open demonstration
Nexora	Build an assessment with automatic and written marking Nexora → Content studio → Assessment	Read procedure	Open demonstration
Nexora	Review, return and publish a specific content version Nexora → Content reviews; Compliance reviews; Learning publication; selected asset	Read procedure	Open demonstration
Nexora	Assign training, paths and recurring campaigns Nexora → Training assignments; Training campaigns; Learning paths	Read procedure	Open demonstration
Nexora	Complete learning and recover an interrupted attempt Nexora → My learning → assigned course; Assessments	Read procedure	Open demonstration
Nexora	Grade written answers independently Nexora → Written-answer review → selected attempt	Read procedure	Open demonstration
Nexora	Author and run a branching simulation Nexora → Content studio → Simulation; Simulations	Read procedure	Open demonstration
Nexora	Schedule sessions, manage attendance and discussion Nexora → Live sessions; Discussions	Read procedure	Open demonstration
Nexora	Trace policy change, readiness and credential evidence Nexora → Policies & mappings; Competencies & readiness; Credential registry; Evidence & audit	Read procedure	Open demonstration
Kernel Atlas	Sign in and select module and publication audience Kernel Atlas → Sign In → selected module → Internal / External	Read procedure	Open demonstration
Kernel Atlas	Write a requirement with testable acceptance criteria Atlas → Requirement Workbook → Create/Edit requirement	Read procedure	Open demonstration
Kernel Atlas	Use typed engineering registers instead of generic notes Atlas → Engineering Registers; Capabilities; Functions & Rules	Read procedure	Open demonstration
Kernel Atlas	Connect requirements, capabilities and exact test evidence Atlas → Traceability & RTM; Coverage & Evidence; selected record → Link Knowledge	Read procedure	Open demonstration
Kernel Atlas	Reconcile a business question without overstating coverage Atlas → BCQ Reconciliation	Read procedure	Open demonstration
Kernel Atlas	Build a readable document edition from governed sections Atlas → Document View → document edition → New Section	Read procedure	Open demonstration
Kernel Atlas	Review disclosure and publish an immutable client snapshot Atlas → Governance & Reviews; Publications → Generate Document Snapshot	Read procedure	Open demonstration
Vista	Register a bounded source connection and discover fields Vista → Sources & datasets → Connections → New connection	Read procedure	Open demonstration
Vista	Define the source and publish a selected dataset Vista → Source Definitions; Datasets → New dataset	Read procedure	Open demonstration
Vista	Model joins, calculations and filters without changing the grain silently Dataset → Dataset structure → Model sources, joins and calculations	Read procedure	Open demonstration
Vista	Build a report with meaningful table, summary and chart blocks Vista → Create Report → source/dataset selection → report details → Report Studio	Read procedure	Open demonstration
Vista	Review a saved report and run its published version Report Catalog / Report Studio → selected report → review, publish and run	Read procedure	Open demonstration
Vista	Compose a dashboard and schedule controlled report/visual versions Vista → Dashboards → composition; Scheduler → Job Definitions	Read procedure	Open demonstration
Pulse	Select sources and datasets before naming the template Pulse → New email/letter → source/dataset selection → artifact details	Read procedure	Open demonstration
Pulse	Author a responsive email with reusable and repeated content Pulse → Email templates → selected draft → Email Studio	Read procedure	Open demonstration
Pulse	Author and paginate a letter with stable repeated sections Pulse → Letter templates → selected draft → Letter Studio	Read procedure	Open demonstration
Pulse	Review, publish and generate the exact template version Pulse → selected template → governance, publish and generation actions	Read procedure	Open demonstration
Pulse	Trace output, dispatch, notifications and Custodia handoff Pulse → generated output; Delivery attempts; Operator inbox; Custodia Handoffs	Read procedure	Open demonstration
Pulse	Schedule email and letter generation with explicit ownership Scheduler → Job Definitions → matching Pulse operation	Read procedure	Open demonstration
Enterprise Scheduler	Define and preview an operation with an accountable owner Scheduler → Job Definitions → New job	Read procedure	Open demonstration
Enterprise Scheduler	Run once and reconcile the producer result Scheduler → selected published job → Run; Runs → selected run	Read procedure	Open demonstration
Enterprise Scheduler	Create a calendar-aware one-time or recurring schedule Scheduler → Schedules → New schedule; Business calendars	Read procedure	Open demonstration
Enterprise Scheduler	Choose retry, rerun, cancel, pause or retire correctly Scheduler → selected job, schedule or run → eligible actions	Read procedure	Open demonstration
Enterprise Scheduler	Govern queue capacity and inspect worker leases Scheduler → Queues; Workers; selected queue policy	Read procedure	Open demonstration
Enterprise Scheduler	Preview and admit only missing historical occurrences Scheduler → Backfills → New plan	Read procedure	Open demonstration
Enterprise Scheduler	Run dependencies and resume from successful checkpoints Scheduler → Batches → definition and selected execution	Read procedure	Open demonstration
Enterprise Scheduler	Verify the complete automation trail Scheduler → selected run → Audit / verification	Read procedure	Open demonstration
Custodia	Configure the content type, metadata and capture template Custodia → Document classes/content types; metadata schema; entry templates	Read procedure	Open demonstration
Custodia	Upload and resolve the document’s processing stages Custodia → Document library → Upload → selected document → Processing	Read procedure	Open demonstration
Custodia	Control checkout, check-in and exact-version review Custodia → selected document → version and review actions	Read procedure	Open demonstration
Custodia	Review bounded sharing and exact-version redaction Custodia → selected document → sharing / page viewer / redaction	Read procedure	Open demonstration
Custodia	Inspect retention and legal holds before disposition Custodia → selected document → Retention / legal hold; Disposition readiness	Read procedure	Open demonstration
Custodia	Generate an approved export and track archive retrieval Custodia → Governed exports; Export reviews; archive transfer/retrieval	Read procedure	Open demonstration
MEDES	Find the current member and open one exchange case MEDES → member context / exchange cases	Read procedure	Open demonstration
MEDES	Triage, split and index a PDF packet MEDES → Documents → Document Intake Queue	Read procedure	Open demonstration
MEDES	Request, submit and accept recipient-bound evidence MEDES → Secure Upload Workspace	Read procedure	Open demonstration
MEDES	Review evidence and complete assigned case/eligibility work MEDES → selected document review; Case work → Work Queue	Read procedure	Open demonstration
MEDES	Prepare a complete packet before external delivery MEDES → case correspondence → templates / fax covers / letter preparation	Read procedure	Open demonstration
MEDES	Dispatch once, reconcile status and record follow-up MEDES → approved packet → Delivery history; correspondence reply / customer follow-up	Read procedure	Open demonstration

Actual application availability, configured providers and acceptance evidence are recorded separately in the module entry conditions and UAT pack.