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Last Reviewed: 2026-06-25
Reviewer Role: Insider Risk / Legal / Privacy review
Advanced Asset
Monitoring ModuleInteractive Sheet

Insider Risk Use Case Intake Template

A use case intake template creates a disciplined path from risk concern to approved monitoring, analysis, and reporting.

Primary Audience & Scope

Program managers, analysts, detection engineers, business owners

When to Use

  • Starting or updating a related process.
  • Preparing a downloadable template or checklist.
  • Documenting a repeatable review.

Interactive Work Area

Fill or track items interactively and copy out to your Clipboard

Template Table Structure

FieldReader input / completion prompt
Use-case name
Risk scenario
Business justification
Assets/data involved
Population scope
Data sources
Indicator logic summary
Expected response
False-positive factors
Legal/privacy review
Metrics
Review/retirement criteria

Checklist Audit List

0% Done(0/6)
Check
Checklist item

Confirm business owner.

Evidence: Owner / date / evidence

Define a specific risk question.

Evidence: Owner / date / evidence

List data sources and populations.

Evidence: Owner / date / evidence

Document legal/privacy review.

Evidence: Owner / date / evidence

Define response and success criteria.

Evidence: Owner / date / evidence

Set review and retirement date.

Evidence: Owner / date / evidence

What Completion Looks Like

  • 1Required fields completed.
  • 2Owner and review date captured.
  • 3Legal/privacy review performed where relevant.
  • 4Output linked to related procedure or risk register.

Insider Risk Capability Framework™ (IRCF™) Alignment

Programmatic RelevanceProvides a reusable artifact for accountable insider risk work.
Non-legal-advice Compliance NoteThis resource is a planning aid and does not provide legal advice. Organizations should adapt it to their policies, jurisdictions, labor obligations, privacy requirements, contracts, and risk appetite. Sensitive monitoring, investigation, employment, evidence, legal hold, and employee-data activities should be reviewed by appropriate Legal, Privacy, HR, Compliance, and labor stakeholders before use.

Operationalize This Template in RiskTKO®

Use RiskTKO® or request ITMG® support to adapt this template, align it to the Insider Risk Capability Framework™, and connect the output to measurable exposure reduction. Monitoring Approval Checklist