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Library settings: Custom control points

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Summary

Custom control points are created and managed within the library settings, and will be available for use in general ledger analyses within engagements using that library.

The Custom control points screen provides an overview of the control points created by your team.

Each library can support 20 custom control points*.

Learn how to manage your custom control points in the library.

*Note: Currently, the only control points that can be created and managed are custom Expert Rules and custom 2 Digit Benford.

Go to the Custom control points screen

App Admins can view, create, and manage custom control points in the library.

  1. Open the MindBridge sidebar ( Sidebar_open-close_icon.svg ).
  2. Select Admin ( Admin_icon.svg ) near the bottom of the sidebar.
  3. Go to the Libraries tab.
  4. Open the Actions menu in line with the library you want to view.
  5. Select View library. You will go to the Library details tab on the Libraries page.
  6. Go to the General ledger tab. You will land on the Analysis configuration screen.
  7. Select Custom control points in the menu on the left (under the Risk settings header). You will see a list of custom control points created by your team (if any exist). 


Overview

The Custom control points screen provides the following control point details at a glance:

  • Name: The name of the custom control point.
  • Control point type: The base control point selected when creating the custom control point.
  • Date modified: When the control point was last updated
  • Status
    • Draft: The control point can still be edited, renamed, and deleted. Draft control points cannot be added to risk scores.
    • Published: The control point has been finalized and can be added to risk scores. Published control points cannot be edited, but can still be renamed and deleted until they have been added to a risk score. 
    • Active: The control point has been finalized, and is in use by a risk score. Active control points cannot be edited, deleted or renamed.

Use the chevron icon ( Expand chevron icon ) beside a control point name to reveal its description so you can better understand its purpose.

Find a specific control point

Enter a full or partial search term into the search bar, then press enter/return on your keyboard or select the magnifying glass icon ( Search icon ). 

Sort columns

Sort custom control points in ascending or descending order by selecting the column header. The darker triangle indicates the sort order.


Global custom control point actions

The following actions can be performed on any custom control point in MindBridge. Review control point-specific articles (linked below) for details on additional actions you may be able to take.

Create a control point

App Admins can create up to 20 custom control points in the library. The process for creating new control points will vary by control point type, but you can start by selecting Create control point near the top-right of the screen.

Learn how to create a custom Expert Rules control point.

Learn how to create a custom 2 Digit Benford control point.

Rename a control point

Control points that are in Draft or have been Published can be renamed at any time, however, once they are Active (i.e., they have been added to a risk score), control points cannot be renamed.

  1. On the Custom control points screen, open the more actions menu ( More_actions_menu_icon.svg ) in line with the control point you want to rename.
  2. Select Rename.
  3. Enter a unique control point name.
  4. When you are satisfied, Save your changes.

Select Cancel anytime to go back to the Custom control points screen without saving.

Duplicate a control point

Duplicating a control point lets you create a point-in-time copy that you can modify as desired without affecting the original. You can duplicate control points with any status.

  1. From the Custom control points screen, open the more actions menu ( More_actions_menu_icon.svg ) in line with the control point you want to duplicate.
  2. Select Duplicate. You will be prompted to update the name of the control point, which contains a numerical suffix by default to indicate that it is a duplicate, as well as the description. 
    Note: For a custom Expert Rules control point, you will be brought to the edit screen where you can make changes to the ruleset. When you are satisfied with the changes, Save your work.
  3. When you are satisfied, Publish the control point to finalize it. You will go back to the Custom control points screen. The control point will reflect the Published status, and can be applied to risk scores as needed.
Tip: Once a control point has been published, it cannot be modified or deleted, but it can be duplicated, and the new version can be edited as desired.

Delete a control point

Control points that are in Draft or have been Published can be deleted at any time, however, once they are Active (i.e., they have been added to a risk score), control points cannot be deleted.

  1. From the Custom control points screen, open the more actions menu ( More_actions_menu_icon.svg ) in line with the control point you want to delete.
  2. Select Delete. A confirmation window will appear.
  3. To permanently delete the control point, select Delete. You will go back to the Custom control point screen, and the control point will be removed from the list.

Select Cancel to go back to the Custom control point screen without deleting the control point.


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