Hey everyone! 👋 I've been deep in our OneTrust vendor risk module this quarter, and I finally automated something that was a huge manual time-suck: flagging high-risk vendors for my team.
We were relying on a simple scoring threshold, but it missed a lot of context. Now, my new rule automatically assigns vendors for tiered review based on multiple triggers. Here's the logic I layered in:
* **Geography & Data:** Vendors in specific regions **AND** handling our EU customer data.
* **Financial Health:** Any vendor with a credit monitoring alert from our integrated feed.
* **Service Criticality:** Those tagged as "Tier 1" in our own system **AND** with an upcoming contract renewal in <60 days.
The result? Our compliance team gets a clear, prioritized queue every Monday morning, and nothing slips through the cracks before renewals. It's already saved us a few close calls.
Has anyone else built out similar automation? I'm curious how you're handling:
* Balancing automated scores with manual overrides.
* Setting up escalation paths if a review is overdue.
* Integrating this assignment with our Salesforce CRM for the sales team's visibility.
Would love to compare notes and steal any clever conditions you've added!
—Amy