Overview
SAFE offers seamless integrations with Contract Lifecycle Management (CLM) platforms, GRC tools, and Identity Providers (IdPs) to automatically discover third-party organizations already present in your ecosystem. This automated discovery ensures that no third-party engagement goes unnoticed—especially those that may not have been manually added or tracked in SAFE.
View Discovered Organizations
SAFE’s integration engine (Integration with Onetrust, ServiceNow CLM, Entra ID, ect.) automatically pulls relevant third-party an their metadata from these platforms and presents them in a centralized view for review and onboarding. Navigate to the Third-Party from the left-hand navigation.
Click the Newly Discovered option available at the top right.
The system displays discovered organizations list that include the details such as Name, Domain, Source, and Discovery date and time.
You can expand each row to view the reason for discovery, such as discovered via the integration ServiceNow CLM.
Onboarding Discovered Organizations
Search or apply filters to narrow down the list of discovered organizations.
Select one or multiple organizations by marking the checkboxes next to them.
Click the Add button. These Organization will be added in third-party list.
By default, these organizations will be added to your Third-Party list with the Manual assessment mode selected.Navigate back to the Third-Party list to view the newly onboarded organizations.
It may take 3–5 minutes for the assessment results and data to reflect in the UI.
Archiving Unwanted Organizations
If a discovered organization does not belong to your ecosystem or does not require risk assessment. Click the Archive option available for that row. The organization will be removed from the discovery list and stored in the Archived Discoveries section for future reference.