Step 7. Create rollup record configurations

task brazil Updated Sep 10, 2026 2 min read create-rollup-record-configurations.md
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Create rollup record configuration to link and unlink additional records to MSI.

Before you begin

Role required: admin and sn_msi.workspace_admin

Note: The system admin can create the record and MSI workspace admin can update it.

To rollup information such as configuration items, observables, and indicator of compromise related to a Security case, create a rollup record configuration.

Procedure

  1. Navigate to Major Security Incident Response > MSI Administration > Linked Record Configuration.

    The Linked Record Configurations page displays.

  2. Select or create a new linked record and navigate to the Rollup Record Configuration section from the same page.

    [Omitted image "roll-up-record-config.png"] Alt text: Rollup record configuration

What to do next

Parent Topic:Rollup example use case implementation for a Security Case

Writing script for a Security Case

Writing a script for a Security Case to roll up record configuration.

Before you begin

Role required: admin and sn_msi.workspace_admin

Note: The system admin can create the record and MSI workspace admin can update it.

Procedure

  1. Search for the Linked Record configurations using the left navigation.

  2. Navigate to MSI Administration > Linked Record Configuration.

  3. Open the configuration record which was created for a security case.

  4. The Rollup Record configuration will be displayed in the Related List section.

  5. Select New to create a new roll up record configuration.

    Below is an example record created to Rollup Observables data related to Security Case we are trying to Rollup with the field values as:

Name

Description

Roll up Type

RelationshipNote: The observable information is available in a related list format.

Rollup Script

Input sourceSysId contains security case sys id and msiSysId contains major security incident sys id.[Omitted image "rollup-script-step7.png"] Alt text: Rollup script

  • Text
    
    

Line 2: As a first step, query for Glide Record for sourceSysId from Security Case(sn_ti_case) table.

Text
-   ```Line 7: Next, query **sn\_ti\_m2m\_task\_observable** table using security case sys ID to figure out all the linked observables to a security case.
  • Text
    
    

Line 10: Next, iterate over all the linked observables and link them to a Major Security Incident using the method:

Text
MSIMRollupEngine.linkToMSI\("entityGr”, “sourceSysId”, “fieldNameInLinkedRecordTable”, “msiSysId”, “isPrimaryRecord”\)
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