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Workflows · Lesson

Identity refresh workflow

Quick answer

How the identity refresh process recalculates identities, triggers lifecycle events and applies role and policy changes.

Key takeaways

  • Refresh recalculates roles, entitlements, policies and managers
  • It detects changes and fires lifecycle events
  • Options control exactly what is processed
  • Partition and schedule refresh for large populations

What refresh does

The Identity Refresh task recalculates each identity: it re-evaluates roles, entitlements, policies, and manager relationships, keeping the Identity Cube accurate.

Refresh and lifecycle events

Refresh detects attribute changes and fires lifecycle events, which launch the workflows that provision or deprovision access.

Refresh options

You choose what to process: correlate accounts, refresh role assignments, run policies, process events, and promote managed attributes.

Performance

On large populations, refresh is partitioned and scheduled off-hours. Only enable the options you need to keep run time reasonable.

Want to learn this properly?

Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. What keeps the Identity Cube accurate over time?

    • A. Aggregation only
    • B. Identity Refresh
    • C. The connector
    • D. The UI
    Show answer

    B. Identity Refresh

    Identity Refresh recalculates identities and fires the events that drive provisioning.

Frequently asked questions

What does the term Identity Refresh Workflow refer to in SailPoint?

The Identity Refresh task recalculates each identity: it re-evaluates roles, entitlements, policies, and manager relationships, keeping the Identity Cube accurate.

What is another point to note about Identity Refresh Workflow?

Refresh detects attribute changes and fires lifecycle events, which launch the workflows that provision or deprovision access.

What else is worth knowing about Identity Refresh Workflow?

On large populations, refresh is partitioned and scheduled off-hours.
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