Day 0 stand-up
Tenant, users, institution profile, estate domains and the benchmark scenario pack — before any evidence exists.
Purpose
Stand the tenant up so that the first scan has somewhere to land. Nothing here is evidence; it is the scaffold every later figure hangs off.
Steps
1. Tenant and users. One organisation per company. Accounts are created directly by the operator — there is no self-service sign-up on a PoV deployment, and no invitation e-mail is sent. The first password is handed over out of band and two-factor enrolment happens at first sign-in. Assign the roles from Overview.
2. Institution profile. Go to Console › Onboarding and fill the Institution profile card:
| Field | What it drives |
|---|---|
| Institution name | Titles on the board surfaces |
| Legal name | The board pack cover |
| Headquarters | Jurisdiction, with the obligation calendar |
| Sector | The benchmark scenario pack, business processes, impact model and report persona |
| Regulators | Jurisdiction and peer cohort — comma-separated |
| Public domains | Candidate discovery-scan targets — comma-separated |
| Reporting currency | Every money figure on the board surfaces |
| Annual revenue (… millions, optional) | Impact-model inputs |
Sector options, verbatim: Bank / financial institution, IT services / managed service provider, Defence services / MOD supplier. Press Save institution profile.
3. Estate domains. The Estate domains card creates the domains the estate rolls up into (TLS, firewalls, VPN, network, WiFi, data at rest, cloud). Press Create estate domains. The counter reads Estate domains: n of m; once complete the button reads All estate domains exist and is inert. Running it twice creates nothing new.
4. Benchmark scenarios. The Board scenarios — benchmark bootstrap card seeds the sector pack as the board half's first loss model. Press Bootstrap benchmark scenarios. Until the profile is saved the button reads Save the institution profile first.
What the screen shows
- Estate domains: n of m — how many of the scaffold rows exist. These rows carry no readiness, no narrative and nothing assessed.
nalready-discovered assets currently route to no domain — appears when evidence landed before the domains existed. Route them in the Assessment workspace.- Current board scenarios:
n— rows in the loss model, benchmark or calibrated. - A currency mismatch note when the reporting currency differs from the matched pack's: seeded rows are not converted.
Provenance
| Figure | Tier |
|---|---|
| Everything on the institution profile | typed — you entered it |
| Estate domain rows | scaffold; they carry no figure at all |
| Seeded scenario magnitudes | benchmark — representative pack values, each carrying its source |
| Domain and scenario counts | live — rows in this tenant |
Common failures
- Sector left at the default. The tenant keeps the bank pack: bank scenarios, the capital and MDA impact model, and a financial-supervisor persona on the board pack. Fix the sector before bootstrapping scenarios — the pack follows the profile.
- Public domains left blank. The discovery scan has no configured seeds, so a run with an empty seed box scans nothing.
- Bootstrap pressed before saving the profile. The button says so and stays disabled; save first.
- Benchmark rows taken to a board as-is. They are labelled Benchmark template — calibrate to your estate on the Scenarios screen for a reason. See the calibration workshop.
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All steps: Analyst method