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Add restricted caller access privileges for accessing the legal request table

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Add restricted caller access privileges for accessing the legal request table

Create restricted caller access (RCA) privileges to ensure authorized access to the legal request table in the ServiceNow Otto for Legal Service Delivery (LSD) application.

Before you begin

Set the application scope to Legal Request Management in the application picker. For more information, see Application picker.

Role required: admin

Procedure

  1. Navigate to All > System Applications > Application Restricted Caller Access.

  2. Create an RCA for a script include.

    1. Select New.

    2. On the form, fill in the fields.

<table id=“table_j4f_qxm_y2c”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source Scope

</td><td>

Scope of the calling application. Select AI Agents.

</td></tr><tr><td>

Source Type

</td><td>

Type of record that is calling the application resource.Select Script Include.

</td></tr><tr><td>

Source Table

</td><td>

Table that contains the Source record.Select Script Include [sys_script_include].

</td></tr><tr><td>

Source

</td><td>

Cross-scope record that is accessing a restricted application resource.- Select Lookup Documents by using the list icon ([Omitted image “lookup-using-list.png”] Alt text: Lookup Documents using list icon). - In the field document, search and set the value as Script Include: AiAgentRuntimeRequest.

</td></tr><tr><td>

Status

</td><td>

Status of the access request. From the drop-down list, select Allowed.

</td></tr><tr><td>

Application

</td><td>

Application of the target resource. The field is automatically set to Legal Request Management.

</td></tr><tr><td>

Target Scope

</td><td>

Scope of the requested resource. Select Legal Request Management.

</td></tr><tr><td>

Target Type

</td><td>

Type of the requested resource. Select Table: Legal Request.

</td></tr><tr><td>

Operation

</td><td>

Operation that was performed on the target resource. Select Read.

</td></tr></tbody> </table> 3. Select Submit.

  1. Create an RCA for a short description.

    1. Select New.

    2. On the form, fill in the fields.

<table id=“table_qt4_my3_cfc”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source Scope

</td><td>

Scope of the calling application. Select Global.

</td></tr><tr><td>

Source Type

</td><td>

Type of record that is calling the application resource.Select GlideScopedEvaluator.

</td></tr><tr><td>

Source Table

</td><td>

Table that contains the Source record.Select Value [sys_variable_value].

</td></tr><tr><td>

Source

</td><td>

Cross-scope record that is accessing a restricted application resource.- Select Lookup Documents by using the list icon ([Omitted image “lookup-using-list.png”] Alt text: Lookup Documents using list icon). - In the field document, search and set the value as 58d70eff2bb0ea50099bfd2cce91bf1d.

</td></tr><tr><td>

Status

</td><td>

Status of the access request. From the drop-down list, select Allowed.

</td></tr><tr><td>

Application

</td><td>

Application of the target resource. The field is automatically set to Legal Request Management.

</td></tr><tr><td>

Target Scope

</td><td>

Scope of the requested resource. Select Legal Request Management.

</td></tr><tr><td>

Target Type

</td><td>

Type of the requested resource. Select Dictionary Entry: Short description.

</td></tr><tr><td>

Operation

</td><td>

Operation that was performed on the target resource. Select Read.

</td></tr></tbody> </table> 3. Select Submit.

  1. Create an RCA for the description.

    1. Select New.

    2. On the form, fill in the fields.

<table id=“table_kj4_2z3_cfc”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source Scope

</td><td>

Scope of the calling application. Select Global.

</td></tr><tr><td>

Source Type

</td><td>

Type of record that is calling the application resource.Select GlideScopedEvaluator.

</td></tr><tr><td>

Source Table

</td><td>

Table that contains the Source record.Select Value [sys_variable_value].

</td></tr><tr><td>

Source

</td><td>

Cross-scope record that is accessing a restricted application resource.- Select Lookup Documents by using the list icon ([Omitted image “lookup-using-list.png”] Alt text: Lookup Documents using list icon). - In the field document, search and set the value as 58d70eff2bb0ea50099bfd2cce91bf1d.

</td></tr><tr><td>

Status

</td><td>

Status of the access request. From the drop-down list, select Allowed.

</td></tr><tr><td>

Application

</td><td>

Application of the target resource. The field is automatically set to Legal Request Management.

</td></tr><tr><td>

Target Scope

</td><td>

Scope of the requested resource. Select Legal Request Management.

</td></tr><tr><td>

Target Type

</td><td>

Type of the requested resource. Select Dictionary Entry: Description.

</td></tr><tr><td>

Operation

</td><td>

Operation that was performed on the target resource. Select Read.

</td></tr></tbody> </table> 3. Select Submit.

  1. Create an RCA for a legal request.

    1. Select New.

    2. On the form, fill in the fields.

<table id=“table_gsp_2z3_cfc”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source Scope

</td><td>

Scope of the calling application. Select Global.

</td></tr><tr><td>

Source Type

</td><td>

Type of record that is calling the application resource.Select GlideScopedEvaluator.

</td></tr><tr><td>

Source Table

</td><td>

Table that contains the Source record.Select Value [sys_variable_value].

</td></tr><tr><td>

Source

</td><td>

Cross-scope record that is accessing a restricted application resource.- Select Lookup Documents by using the list icon ([Omitted image “lookup-using-list.png”] Alt text: Lookup Documents using list icon). - In the field document, search and set the value as 58d70eff2bb0ea50099bfd2cce91bf1d.

</td></tr><tr><td>

Status

</td><td>

Status of the access request. From the drop-down list, select Allowed.

</td></tr><tr><td>

Application

</td><td>

Application of the target resource. The field is automatically set to Legal Request Management.

</td></tr><tr><td>

Target Scope

</td><td>

Scope of the requested resource. Select Legal Request Management.

</td></tr><tr><td>

Target Type

</td><td>

Type of the requested resource. Select Table: Legal Request

</td></tr><tr><td>

Operation

</td><td>

Operation that was performed on the target resource. Select Read.

</td></tr></tbody> </table> 3. Select Submit.

  1. Create an RCA for a category.

    1. Select New.

    2. On the form, fill in the fields.

<table id=“table_pnf_5z3_cfc”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source Scope

</td><td>

Scope of the calling application. Select Global.

</td></tr><tr><td>

Source Type

</td><td>

Type of record that is calling the application resource.Select GlideScopedEvaluator.

</td></tr><tr><td>

Source Table

</td><td>

Table that contains the Source record.Select Value [sys_variable_value].

</td></tr><tr><td>

Source

</td><td>

Cross-scope record that is accessing a restricted application resource.- Select Lookup Documents by using the list icon ([Omitted image “lookup-using-list.png”] Alt text: Lookup Documents using list icon). - In the field document, search and set the value as 58d70eff2bb0ea50099bfd2cce91bf1d.

</td></tr><tr><td>

Status

</td><td>

Status of the access request. From the drop-down list, select Allowed.

</td></tr><tr><td>

Application

</td><td>

Application of the target resource. The field is automatically set to Legal Request Management.

</td></tr><tr><td>

Target Scope

</td><td>

Scope of the requested resource. Select Legal Request Management.

</td></tr><tr><td>

Target Type

</td><td>

Type of the requested resource. Select Table: Category.

</td></tr><tr><td>

Operation

</td><td>

Operation that was performed on the target resource. Select Read.

</td></tr></tbody> </table> 3. Select Submit.

Parent Topic:Configure Triage legal requests agentic workflow

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