Create a third-party engagement for digital resilience

task australia Updated Sep 10, 2026 2 min read create-drtp-reg-tp-engagement.md
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Create a third-party engagement record in Digital resilience third-party registers. Add details of the third-party engagement such as name of the third party, its type, annual spend, engagement tier, and so on. You can then enhance its digital resilience information for compliance with DORA regulation.

Before you begin

Role required: sn_oper_res.manager

About this task

By selecting the Third-party engagements menu item within the Digital resilience third-party registers from the Operational Resilience Workspace, you can access and view the existing third-party engagements in the system.

The Digital resilience information tab is also available for the Third-party engagement module, allowing you to report on third-party engagements at a more detailed, granular level. This module is visible only when the Third-party Risk Management application is installed. If you don't have this application, you can still use the Third-Party tables and digital resilience information for your third parties.

Upon installing the Digital resilience third-party registers, the Digital resilience information tab is added for third-party engagements. You can open this tab and set up the digital resilience information details.

[Omitted image "tpe-dig-res-info-tab.png"] Alt text: Info tab.[Omitted image "tpe-dig-res-info-form.png"] Alt text: Info form.

Procedure

  1. Navigate to Workspaces > Operational Resilience Workspace > Digital resilience third-party registers > Third-party engagements.

  2. Select New.

    The Create New Third-party engagement form is displayed.

  3. On the form, fill in the fields.

    For more information, see Create Third party engagement form.

    When the Identification code type field is set to LEI and a valid LEI is entered, the system validates the code in real time against the GLEIF database. The system then auto-populates the associated name and country fields. If you edit either auto-populated field so that the value no longer matches GLEIF data, a warning message is displayed on the edited field. You can still save the record.

  4. Select Save

  5. Add digital resilience information.

    For more information, see Add Digital resilience info to third-party engagements.

  6. To edit the third-party engagement record, select it from the list and select Edit.

  7. To export the third-party engagement record, select Export.

  8. To delete the third-party engagement record, select it from the list and select Delete.

Parent Topic:Using Digital resilience third-party registers

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