If your team answers the same security question differently based on product, region, etc. you will need to silo your security answers using Segments.
This ensures that when answers are autofilled on future questionnaires, those answers are applicable to the new questionnaire.
Without segmentation, any answers in your HyperComply Knowledge Base are eligible for autofill on future questionnaires.
(Note: Segmentation is not included on all HyperComply plans. If you do not see this feature in your workspace, please contact your CSM)
Set up Knowledge Segments in HyperComply
Setting up segmentation for the first time in your account requires some forethought. Please don’t hesitate to reach out to your Customer Success Manager if you require assistance.
To create your Knowledge Segments in your HyperComply account, follow these steps:
1. Navigate to the Settings page using the left bottom menu of the page.
2. From Settings, select Knowledge Management
3. Click on “Create a new segment”
4. You will be prompted to provide a Segment Name and click “Save”
Note that there are two main ways to name your segment. One is to name the segment the label of what you are selecting between, for example, “Region” or “Product.” Another is to name the segment based on the proper nouns underneath those choices, for example, “Europe” or “Microsoft Azure.”
5. Add Segment Values
If you named the segment “Region” or “Product,” your segment values will be a short list of all the regions you sell to or operate within, for example, “Europe, North America, South America,” etc. If you named the segment based on these proper nouns, your segment values will be indicators as to whether or not this is applicable, for example, “Yes, No” or “Contains, Does Not Contain.”
6. Click on “Close” to complete the segment
Additionally, If you need to make any changes, click the pencil icon on the right side to Edit the segment.
Your segments should look like this:
Or this if you need to “stack” segments by applying more than one:
You are now able to apply a segment on all of your questionnaires and documents within your HyperComply account.
To learn more about how to apply segments to Questionnaires and documents see our support articles Apply Knowledge Segments to Questionnaires and Apply Knowledge Segments to Documents
