Personnel and Access ManagementPurpose
1.2. Automatedly collect applications, perform identity validation, trigger background screening, coordinate with federal databases, automate result routing, and proactively flag clearance issues for personnel access management.
1.3. Centralize, speed up, and increase accuracy in military clearance and background check automation, minimizing manual processing in Army barracks and ensuring adherence to Government Defense regulations.
Trigger Conditions
2.2. Automation triggers on personnel transfer, promotion, or change in access level.
2.3. Automated initiation upon scheduled periodic re-screening requirements or security violation events.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: Automate SharePoint ‘New Item’ and apply HTTP API to Defense Identity Management
• Example: Connect SharePoint trigger + HTTP action to DoD clearance API.
3.2. Okta
• Feature/Setting: Automated provisioning (SCIM) to trigger background checks via Okta Lifecycle Hooks
• Example: Configure Okta hook on user onboarding, link to custom HTTP endpoint for background screening.
3.3. Workday
• Feature/Setting: Automate onboarding instance, connect Workday Studio to screening API
• Example: Set up Workday Business Process action to POST HR data to clearance tracking.
3.4. ServiceNow
• Feature/Setting: Automated workflow designer, IntegrationHub for third-party background screening
• Example: Use Flow Designer ‘New Hire’ trigger, add web service outbound call.
3.5. Zapier
• Feature/Setting: Automate multi-app workflows with custom webhooks for background check initiation
• Example: Gmail trigger auto-posts applicant info to screening API.
3.6. DocuSign
• Feature/Setting: Automated envelope creation, API/callback to submit signed consent to screening vendor
• Example: Setup DocuSign Connect on document complete to trigger REST webhook.
3.7. Twilio
• Feature/Setting: Automated SMS notification via Twilio API for status updates to personnel
• Example: Use Twilio Programmable SMS on workflow webhook.
3.8. AWS Lambda
• Feature/Setting: Automate serverless event for screening data parsing/API calls
• Example: Schedule Lambda function as clearance request processor.
3.9. Google Cloud Functions
• Feature/Setting: Automated clearance request event triggers REST call to DoD-authenticated API
• Example: Create Pub/Sub trigger for clearance request.
3.10. Auth0
• Feature/Setting: Automate authentication pipeline triggers security screening via Actions
• Example: Use event hooks to POST user meta-data to checker API.
3.11. BambooHR
• Feature/Setting: Webhook automation on new personnel triggers background screening partner integration
• Example: Use BambooHR API to push records as POST to screening endpoint.
3.12. Salesforce
• Feature/Setting: Process Builder or Flow automate onboarding records to third-party clearance
• Example: Auto-launch Flow to invoke HTTP callout.
3.13. SendGrid
• Feature/Setting: Automated email alerts via API for clearance status
• Example: Integrate dynamic email with approval/rejection templates.
3.14. Slack
• Feature/Setting: Use Slack API automation to alert security groups of status
• Example: Incoming Webhook posts updates to ‘Clearance Updates’ channel.
3.15. DocuWare
• Feature/Setting: Workflow engine auto-routes digital docs for compliance review
• Example: Setup auto-index scan & push to government review folder.
3.16. Box
• Feature/Setting: Automate file placement and permission settings for cleared personnel
• Example: Use Box webhooks to trigger group membership updates.
3.17. JIRA Service Management
• Feature/Setting: Automation Rules assign cases to investigation based on screening results
• Example: Auto-create clearance issue for failed screens.
3.18. IBM Security Verify
• Feature/Setting: Real-time automated user risk evaluations trigger verification flows
• Example: Configure rule engine to launch API workflow per flagged user.
3.19. Intercom
• Feature/Setting: Automated notification and reminders for follow-up KBA
• Example: Use Intercom Series to trigger messages at workflow milestones.
3.20. OneTrust
• Feature/Setting: Data privacy compliance automations for consent tracking
• Example: Use OneTrust API to sync and log all clearance consents automatically.
Benefits
4.2. Automation reduces human error, providing real-time audit trails and compliance.
4.3. Automates cross-platform security workflows, centralizes communication, and increases operational readiness.
4.4. Automatable background checks minimize cost and drastically reduce manual paperwork for Government Defense organizations.