Transaction report that identifies the Delegated user that managed the transaction
Monday, December 12, 2022 at 11:18amI have run the UI based transaction report and only the sender information is provided in the excel file.
I have run the delegation report which only provides me the delegation activities, nothing transaction level related.
How can I generate/fetch a report of transactions that were managed/created by a delegated user while they managed another user's account?
The delegation feature is fantastic however there are risks that need to be monitored/audited assuming the delegated user is not anonymous when working in another user's account.
thank you
Reply to: Transaction report that identifies the Delegated user that managed the transaction
Monday, December 12, 2022 at 12:54pmHi Kerry,
Thanks for the background information! The transaction level events related to delegation are all recorded in the audit trail / evidence summary. The attachment is an example for your reference.
Take one record for example, this audit events indicates that it's me (Recipient) with this IP that has Created Transaction (Action) as a delegate on behalf of the delegatee (Other). The action covers the whole lifecycle of a transaction, from create transaction, update transaction, send transaction, to Click-to-Sign, Confirm, and finally Download Zip, Archive or Trash the transaction.
If you are interested in this information, considering that OneSpan Sign doesn't have a report for it yet, I can make the functionality part of the "Package Export & Download Tool". It's an integration tool developed me hosted in our Community Code Share. If you had any chance to attempt the tool, please let me know if you are interested in this enhancement.
Also, not sure if you are aware of that you can customize the signature format in the scenario of the delegation signing, see below. For more information please refer to my blog here.
Duo
Reply to: Transaction report that identifies the Delegated user that managed the transaction
Friday, December 16, 2022 at 02:05pmHi again....looping back to this forum
You mentioned above "If you are interested in this information, considering that OneSpan Sign doesn't have a report for it yet, I can make the functionality part of the "Package Export & Download Tool". It's an integration tool developed me hosted in our Community Code Share. If you had any chance to attempt the tool, please let me know if you are interested in this enhancement."
I did download the tool and try it and like it. its very useful.
I would very much appreciate the enhancement to the tool.