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ITSM ticket validation settings

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This document provides information about the ITSM ticket validation rules, which let you configure granular validation of ServiceNow tickets used as access justification for an access policy. More information in How to configure ServiceNow integration in Segura®.

Path to access

  1. On Segura® Platform, in the navigation bar, hover over the Products menu and select the module you want to configure (PAM Core, DSM, or Certificate Manager).
  2. Open the access policy you want to configure and go to its Approvers tab.
  3. Turn on Governance code required when justifying? * to display the rule settings described below.

Enable ITSM validation

Item Type Required Description
Governance code required when justifying? * Toggle button No Enables or disables ITSM ticket validation for this access policy (default: disabled). When enabled, displays the rule configuration described in the following sections. When disabled, no ITSM validation rule is applied.

ITSM connection and fallback configuration

This section provides information about the ITSM connection settings and fallback behavior applied to the access policy.

Item Type Description
ITSM connection (override) Dropdown menu Defines a specific ITSM connection for this access policy. If left blank, the policy inherits the global default configuration.
Fallback behavior (override) Radio button Defines the policy behavior when the ITSM integration is unavailable. The options are: Inherit from connection, Deny access when ITSM is unavailable, Allow emergency access only (break-glass), and Allow access and log for later audit.

Accepted ticket types

Selects which ServiceNow ticket types are accepted as justification. At least one type must be selected.

Item Type Required Description
Accepted ticket types Checkboxes (multi-select) Yes Options: Incident (INC), Change (CHG), Problem (PRB), Request (REQ), Request item (RITM). Default: all selected. Segura® Platform rejects a ticket whose prefix does not match an accepted type.

The prefix of the informed ticket number determines the ServiceNow table queried:

Prefix ServiceNow table
INC incident
CHG change_request
PRB problem
REQ sc_request
RITM sc_req_item

Rule: Ticket existence

Item Type Required Description
Validate that the ticket exists Toggle button Yes Verifies that the ticket exists in the ServiceNow instance.

Rule: Ticket state

Item Type Required Description
Validate ticket state Toggle button No Verifies that the ticket is in one of the allowed states. Default: enabled.
Valid states Checkboxes, per ticket type No Standard ServiceNow states for the ticket type. See "Standard states and defaults per ticket type" for options and defaults.
Custom values Text field, comma-separated No Additional state values created in the customer's ServiceNow instance, not covered by the standard checkboxes. One Custom values field is available per ticket type. Look up the technical values in the customer's ServiceNow sys_choice table for the corresponding ticket type. [NEEDS CLARIFICATION: confirm the accepted format. QA test criteria state this field rejects non-numeric entries and silently ignores whitespace/duplicates against the checkboxes, which appears to conflict with the product spec's own string-value example (custom_awaiting_cab). Confirm with engineering/QA which is correct before publishing.]

Standard states and defaults per ticket type:

Ticket type Standard state options Default selected
Incident (INC) New (1), In progress (2), On hold (3), Resolved (6), Closed (7), Canceled (8) New (1), In progress (2), On hold (3)
Change (CHG) New (-5), Assess (-4), Authorize (-3), Scheduled (-2), Implement (-1), Review (0), Closed (3), Canceled (4) New (-5), Assess (-4), Authorize (-3), Scheduled (-2), Implement (-1), Review (0)
Problem (PRB) New (101), Assess (102), Root cause analysis (103), Fix in progress (104), Resolved (106), Closed (107) New (101), Assess (102), Root cause analysis (103), Fix in progress (104), Resolved (106)
Request (REQ) requested, in_process, closed_complete, closed_incomplete requested, in_process
Request item (RITM) waiting_for_approval, request_approved, fulfillment, delivery, completed waiting_for_approval, request_approved, fulfillment, delivery

These are the defaults when the rule is first enabled; adjust them to match the ticket states your access policies actually require.

Info

Custom values only add entries to the ticket's existing state field. Segura® Platform does not create new fields. For example, if Custom values is set to -6, 5 for Change in addition to the checkboxes Scheduled (-2) and Implement (-1), the rule accepts tickets with state -2, -1, -6, or 5.

Rule: Approval

Item Type Required Description
Validate approval Toggle button No Verifies that the ticket is approved in ServiceNow. Default: disabled.
Verification level Dropdown menu No Options: Ticket approval field (checks only the ticket's own approval field for `approved`) or All approvers (queries sysapproval_approver and fails if any approver record still has state=requested). Default: Ticket approval field.

Rule: Requester match

Item Type Required Description
Validate requester Toggle button No Verifies that the Segura® Platform user matches a user field on the ticket.Default: disabled.
Match field Dropdown menu No Options: caller_id (who opened the Incident), requested_for (who the Service request is for), assigned_to (who the ticket is assigned to), opened_by (who created the record). Default: caller_id.
Match method Dropdown menu No Options: Email (compares the Segura® Platform user's email against the selected field via dot-walking, {field}.email) or Username. Default: Email.

Rule: Priority/urgency

Item Type Required Description
Validate priority Toggle button No Restricts access to tickets at or above a priority/urgency threshold.Default: disabled.
Field Dropdown menu No Options: priority (1–5) or urgency (1–3). Default: priority.
Maximum accepted value Number field No The ticket's value must be less than or equal to this number. 1 is the most critical. Default: 3.

Rule: Assignment group

Item Type Required Description
Validate assignment group Toggle button No Verifies that the ticket is assigned to one of the accepted ServiceNow groups.Default: disabled.
Accepted groups Text field, comma-separated No Group names as they appear in the ticket's assignment_group.name field. Example: PAM Operations, Security Team.

Justification message

Item Type Required Description
Require justification in addition to ticket Toggle button No When enabled, the user must also fill in a free-text justification field, in addition to the ticket number.Default: disabled.
Minimum justification (characters) Number field No Minimum length of the justification text. Default: 10.

Validation execution behavior

When a user submits a ticket, Segura® Platform identifies the ticket type by its prefix and queries the corresponding ServiceNow table. It then runs every enabled rule against the response and does not stop at the first failure. If one or more rules fail, all the failures are shown together as an inline message on the request form (no redirect), so the user can fix everything before resubmitting instead of discovering one problem at a time.

If a field a rule depends on comes back empty from ServiceNow (for example, assignment_group, approval, or caller_id.email), that rule fails with a message stating the field is not populated on the ticket.

Fallback when ServiceNow is unavailable

There is no fail-open option: if the ServiceNow connection is unreachable (timeout, network error, API outage, or expired connector credentials), no privileged access is granted without ITSM validation. Segura® Platform applies the fallback behavior configured on the ITSM connection used by this access policy: deny access, allow with emergency access, or allow with logging.

Where to check validation results

Every validation attempt is recorded in the audit log at Settings > Integrations > ITSM > Validation logs: approved, rejected, and fallback-resolved attempts alike. Each record includes the ticket type, the individual result of each rule that ran, the final outcome, and (for rejections) the values found versus expected.

Where this rule engine applies

The same validation engine applies across these modules; only the applicable access policy changes:

Module Where the rule engine applies
PAM Core Credential checkout, session start, access request
DSM Secret checkout via A2A, when governance is enabled
Certificate Manager Certificate issuance/renewal request

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