ProcessUnity is an outbound connector that pushes TPRM data from Leen’s other TPRM connector (e.g., SecurityScorecard) into your ProcessUnity platform.
Currently, only SecurityScorecard is supported as a source for the ProcessUnity connector. Additional TPRM providers may be added in future releases.
Prerequisites
Before configuring the integration, ensure your ProcessUnity instance has:- Web Services feature enabled - Contact your ProcessUnity administrator if you’re unsure
- Custom fields configured for the Third Party object type (see step 2 below)
- Import templates created with “Automated Import” enabled (see step 3 below)
Onboarding ProcessUnity
Follow the steps below to onboard your environment to our ProcessUnity integration.1
Login to ProcessUnity
Log in to your ProcessUnity platform using an account with App Administrator permissions.
2
Assign an appropriate role to user
Make sure to have or create a below permissions in Role
- Import / Export Automation
- Web Services
- Third Parties -> Edit
- Issues -> Create
3
Configure Custom Fields for Third Party
Add custom fields to the Third Party object type to store TPRM data:
- Navigate to Settings → Properties.
- Select the Third Party object type.
- Click the Edit button.
- Scroll to the bottom of the properties list.
- Click Add Property.
- Add the following properties based on your TPRM provider:
| Property Name | Field Type |
|---|---|
| SS Domain | Text - Short |
| SS Third Party ID | Text - Short |
| SS Industry | Text - Short |
| SS Monitored | Pick List - Yes/No |
| SS Timestamp (Last Updated) | Text - Short |
| SS Overall Grade | Text - Short |
| SS Overall Score | Number - Integer |
| SS Application Security Grade | Text - Short |
| SS Application Security Score | Number - Integer |
| SS CUBIT Score Grade | Text - Short |
| SS CUBIT Score Score | Number - Integer |
| SS DNS Health Grade | Text - Short |
| SS DNS Health Score | Number - Integer |
| SS Endpoint Security Grade | Text - Short |
| SS Endpoint Security Score | Number - Integer |
| SS Hacker Sites Grade | Text - Short |
| SS Hacker Sites Score | Number - Integer |
| SS Info Leak/Password Exposure Grade | Text - Short |
| SS Info Leak/Password Exposure Score | Number - Integer |
| SS IP Reputation Grade | Text - Short |
| SS IP Reputation Score | Number - Integer |
| SS Network Security Grade | Text - Short |
| SS Network Security Score | Number - Integer |
| SS Patching Cadence Grade | Text - Short |
| SS Patching Cadence Score | Number - Integer |
| SS Social Engineering Grade | Text - Short |
| SS Social Engineering Score | Number - Integer |
4
Create Import Templates
Two import templates are required to facilitate data exchange:
Template 1: Third Party Import
- Navigate to Settings → Import Templates.
- Click the ’+ New’ button in the menu bar.
- Configure the template with the following settings:
| Setting | Value |
|---|---|
| Name | SecurityScorecard Third Party (or your TPRM provider name) |
| Import Type | Items |
| Item Type | Third Party |
| Import Options | Updates |
| Enable for Automated Import | ✓ True |
-
Add the following columns to the template:
- Id
- Third-Party Name
- Third-Party Website (Domain)
- All custom fields created in Step 2
- Id
-
Save the template and note the Import ID (visible in the template details or URL).
Template 2: Issues Import
- Click ’+ New’ again to create a second template.
- Configure the template with the following settings:
| Setting | Value |
|---|---|
| Name | SecurityScorecard Issues (or your TPRM provider name) |
| Import Type | Items |
| Item Type | Issues |
| Import Options | Inserts, Updates |
| Enable for Automated Import | ✓ True |
-
Add the following columns to the template:
- External Id
- Name
- Risk Severity
- Issue Status
- Issue Source
- Linked Third Party Id
- Risk Impact
- Description
- Resolution
- External Id
-
Save the template and note the Import ID.
5
Enter Configuration Parameters in Leen
Credentials
Provide the following authentication parameters:| Parameter | Description | Example |
|---|---|---|
| Base URL | Your ProcessUnity instance URL | https://app.processunity.net/mycompany |
| Username | API user username from Step 4 | [email protected] |
| Password | API user password from Step 4 | •••••••• |
| Third Party Import Template ID | Import ID from Template 1 in Step 3 | 123450 |
| Issues Import Template ID | Import ID from Template 2 in Step 3 | 123451 |
Options
Configure the data source connection:| Parameter | Description | Example |
|---|---|---|
| Connection ID | Your SecurityScorecard connector’s connection ID | 00000000-0000-0000-0000-000000000000 |
The ProcessUnity connector retrieves data from the specified Connection ID and synchronizes it with Third Parties and Issues in your ProcessUnity instance.