Summary

The Custom control points section provides an overview of the control points App Admins have created for your organization based on specific needs and methodologies.

Each library can hold up to 20 custom control points*, which will be available for use in General ledger analyses within engagements using the given library.

Learn how to create and manage custom control points in the library.

• Overview
  
  • Find a specific control point
  • Sort columns
• Create a control point
• Rename a control point
• Duplicate a control point
• Delete a control point

Go to the Custom control points screen

1. Select Admin ( ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings by default.
2. Go to the Libraries tab. You will see a list of libraries available in your tenant.
3. Open the Actions menu in line with the library you want to see.
4. Select View library. You will go to the Library details tab on the Libraries page.
5. Go to the General ledger tab. You will go to the Analysis configuration section.
6. Select Custom control points in the menu on the left. You will see a list of custom control points created by your team (if any exist). 
   
   

Overview

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

• Name: The name of the custom control point.
• Control point type: The base control point that was 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 ( ) 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 ( ). 

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

App Admins can perform the following actions on any custom control point in MindBridge. Review the articles linked below for details on additional control point actions.

Create a control point

Libraries can hold up to 20 custom control points. The process for creating new control points varies based on how they operate, but you can start by selecting Create control point near the top 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 mode 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), they cannot be renamed.

1. Open the more actions menu ( ) in line with the control point you want to rename. 
2. Select Rename. A form window will appear.
3. Enter a unique Name for the control point.
4. When you are satisfied, Save your changes. The control point will be renamed and you will go back to the Custom control points section.

Select Cancel anytime to go back to the Custom control points section 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. Open the more actions menu ( ) to the right of the control point you want to duplicate.
2. Select Duplicate. A form window will appear.
3. Update the Name and Description of the control point as desired. 
   
   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.
4. When you are satisfied, Publish the control point to finalize it. The control point will reflect the Published status, and can be applied to risk scores as needed, and you will go back to the Custom control points section.

Select Cancel anytime to go back to the Custom control points section without duplicating the control point.

Delete a control point

Control points that are in Draft mode 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), they cannot be deleted.

1. Open the more actions menu ( ) 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. The control point will be removed from the library and you will go back to the Custom control points section.

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

Anything else on your mind? Chat with us or submit a request for further assistance.