Configuring the State Model
Overviewβ
In this article, you can find information on how to create and configure a state model in Apporetum. This includes creating a draft, adding states, configuring transitions, and publishing the model.
We recommend running a simulation before publishing your state model. See Simulating the State Model for guidance.
State Model Versionsβ
Apporetum maintains two versions of the state model at any time.
Published State Model β the active model currently governing your identity landscape. Select Open to view the model, then use Track to follow account progression through states and Results to inspect the detail for each state. You can also run simulations against the published model by selecting Simulate next to Track.
Draft State Model β a working copy that can be edited freely without affecting the published model or production data. Select Open to continue editing an existing draft.
Creating a Draft State Modelβ
If you do not yet have a draft, follow these steps to create one.
- In the Apporetum navigation menu, select Identity, then select State Model.
- Select Create on the right-hand side of Model Versions.
- Enter a name for the draft and select Save Changes.
You can only have one draft at a time. Creating a new draft will remove the previous draft. The new draft uses the current published model as its starting template.
Adding Statesβ
- In your draft state model, select Add State in the upper right corner.
- Enter a name for the state. Description and Icon are optional β the icon picker provides both colour and icon options.
- Select Save Changes.
Apporetum provides two built-in Model Entry Points: one for accounts found during the sync process, and one for newly added accounts. These entry point states cannot be removed, and accounts cannot be manually moved into them.
New states appear at the bottom of the state order after they are saved.
Viewing State Detailsβ
When you select a state, Apporetum displays the following information:
- From this state β transitions that move accounts from the current state to another state.
- To this state β transitions from other states into the current state.
- Self connected β transitions that return an account to the same state.
You can also Add transition and Reorder transitions from the state detail view.
Adding a Transitionβ
- Select a state, then select Add Transition.
- Complete the General tab:
- Select the destination state from the To (Destination) field.
- Apporetum sets the transition status to Disabled by default. Select the status toggle to enable it. Transitions left in a disabled state will remain disabled when the model is published.
- Enter a name for the transition. A description is optional.
- Configure the Triggers tab to define the rules that will activate this transition. See Configuring Transition Rules for details.
- Configure the Actions tab to define the automated tasks that will run when the transition fires. See Configuring Actions for details.
- Select Save Changes.
Publishing the State Modelβ
Once you have completed your draft and validated it with a simulation, you are ready to publish.
- Select Publish Model in the upper right corner of the draft state model.
- Apporetum will prompt you to confirm that you have run simulations before proceeding. If you are confident with the configuration, select Publish Model.
Once a state model is published, it cannot be edited. The published model becomes the active configuration governing your identity landscape. We strongly recommend running a simulation before publishing.
Build a break-glass state model as early as possible. Accounts that do not match any transition rule will not move between states, and a break-glass state positioned near the front of the order provides a safe fallback for edge cases.