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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.

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Prerequisites

Before configuring the integration, ensure your ProcessUnity instance has:
  1. Web Services feature enabled - Contact your ProcessUnity administrator if you’re unsure
  2. Custom fields configured for the Third Party object type (see step 2 below)
  3. Import templates created with “Automated Import” enabled (see step 3 below)

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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
  1. Import / Export Automation
  2. Web Services
  3. Third Parties -> Edit
  4. Issues -> Create
3

Configure Custom Fields for Third Party

Add custom fields to the Third Party object type to store TPRM data:
  1. Navigate to Settings → Properties.
  2. Select the Third Party object type.
  3. Click the Edit button.
  4. Scroll to the bottom of the properties list.
  5. Click Add Property.
  6. Add the following properties based on your TPRM provider:
For SecurityScorecard Integration:
4

Create Import Templates

Two import templates are required to facilitate data exchange:

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Template 1: Third Party Import

  1. Navigate to Settings → Import Templates.
  2. Click the ’+ New’ button in the menu bar.
  3. Configure the template with the following settings:
  1. Add the following columns to the template:
    • Id
    • Third-Party Name
    • Third-Party Website (Domain)
    • All custom fields created in Step 2
  2. Save the template and note the Import ID (visible in the template details or URL).

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Template 2: Issues Import

  1. Click ’+ New’ again to create a second template.
  2. Configure the template with the following settings:
  1. Add the following columns to the template:
    • External Id
    • Name
    • Risk Severity
    • Issue Status
    • Issue Source
    • Linked Third Party Id
    • Risk Impact
    • Description
    • Resolution
  2. Save the template and note the Import ID.
Both import templates must have “Automated Import” enabled for the integration to function properly.
5

Enter Configuration Parameters in Leen

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Credentials

Provide the following authentication parameters:

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Options

Configure the data source connection:
The ProcessUnity connector retrieves data from the specified Connection ID and synchronizes it with Third Parties and Issues in your ProcessUnity instance.