1. FY 2019 Financial Systems User Access Review
Presented By: Nancy Chincholi
Controller’s Office

2. This has NOTHING to do with budgeting !!!
Controller’s Office

3. … but everything to do with more review …
Controller’s Office

4. Financial Systems User Access Review
UMass Boston internal review
Responsibility: Department Heads
Recertifying user access
This UMass Boston internal review {CLICK} is essentially a request sent to Department Heads {CLICK} to re-certify Financial systems access {CLICK} for employees within their respective areas.
Controller’s Office

5. Financial Systems User Access Review
Why ?!
University Internal Audit:
“Per ISACA* Standards, management should perform PSoft
access reviews, at least semi-annually, and user access
should be reviewed and approved by
Department Heads/Supervisors”
*ISACA - Information Systems Audit and Control Association
Controller’s Office

6. UMass Boston Financial Systems
Oracle Finance System
UMass BuyWays Procurement System
Summit Financials Reporting System
Before we begin, let us first define “Financial Systems” …. Financial systems consist of the following 3 applications: 1) {CLICK} The PeopleSoft Finance system, 2) , {CLICK} the UMass BuyWays Procurement system and, 3) , {CLICK} the Summit Financials reporting system. The user access data provided in this review is extracted from these Financial systems and reported in an easy-to-view format. Let’s take a look at an example of a User Access form.

7. *** Do not use for NEW USER requests ***
Update Dept. Mgr/Chair, if required
ADD Suzy Q.
*** Do not use for NEW USER requests ***

8. Update Dept. Mgr/Chair, if required
ADD Suzy Q.

9. No changes necessary
Controller’s Office

10. IMP! - Review Dual-role access * Need to separate these duties *
( Entry AND Approval of Requisitions )
* Need to separate these duties *
Controller’s Office

11. Form Distribution
User Access Review forms will be distributed to & handled by applicable F&A Advisors, as noted below:
Academic Affairs
Asst. VPs / Asst. Deans / Business Mgrs.
Centers & Institutes
Thomas Miller
Administration & Finance
Cynthia Williams-Cotterell
Athletics & Recreation, Projects & Programs
Darlene Gordon
Chancellor’s Office
Anne Riley
Enrollment Management
Michael Todorsky
Government Relations & Public Affairs
Noel Cotterell
Human Resources
Office of Diversity & Inclusion
Heather Batherwich
Andrea Macone
Special Events
Allison Duffy
Student Affairs
Janet Wolk
University Advancement
Deirdre McNamee
Controller’s Office

12. Information & Instructions
Printed instructions are provided with User Access Review forms:
Controller’s Office

13. Due Date for Completion & Submission
Friday, April 26th, 2019
Submit To:
Nancy Chincholi
Controller’s Office
Quinn Admin, 3rd Floor
Controller’s Office

14. Questions … ? Contact Nancy Chincholi nancy.chincholi@umb.edu 7-5134
For a printable set of the information and instructions provided in this presentation, please click on the attachments tab on the left of this Brainshark player.
If you have any outstanding questions or concerns regarding the Financial Systems User Access Review, please contact Nancy Chincholi. Contact details are provided below.
{CLICK} Thank you all for your time and assistance with this important systems access review.
Controller’s Office