Anaplan’s Audit API: Your Key to Transparent Business Planning and Governance [101 Guide]

Anaplan’s Audit API: Your Key to Transparent Business Planning and Governance [101 Guide]

By Marta Teneva

March 20, 2024

Do you ever feel like keeping track of every change in your business planning process is an uphill battle? 

Today’s ever-evolving digital environment makes maintaining transparency, accuracy, and accountability across all planning activities challenging, to say the least.  

That’s where Anaplan’s Audit API comes in — a solution designed to bring visibility and control right to your fingertips.  

By exploring how the Audit API functions and the value it brings, this article will show you how it plays a crucial role in strengthening governance and ensuring your planning processes are transparent. 

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Table of Contents

What Is Audit API? 

5 Transformative Advantages of Implementing Anaplan’s Audit API 

Implementation Guide: Integrating and Utilizing Anaplan’s Audit API 

Challenges and Solutions: Adopting Anaplan’s Audit API 

Anaplan’s Audit APIs FAQs 

Improve Your Business Planning with Anaplan’s Audit API and B EYE 

What Is Audit API? 

Anaplan’s Audit API empowers administrators and users alike by providing granular visibility into every action and change made within Anaplan models. It captures a comprehensive log of activities, including user interactions, data modifications, model updates, and system events, offering an in-depth audit trail of the planning process. 

With the Audit API, you gain the confidence that comes from comprehensive oversight, making it easier to uphold rigorous governance standards and compliance requirements in an increasingly complex regulatory landscape. 

5 Transformative Advantages of Implementing Anaplan’s Audit API 

As we go deeper into the capabilities of Anaplan’s Audit API, let’s explore the five key advantages it brings to the table.  

This section will guide you through how implementing the Audit API can significantly enhance governance, compliance, data security, and overall planning efficiency.  

Whether you’re aiming to tighten your regulatory standards, gain precise insights into user activities, or streamline your compliance reporting, these transformative benefits underscore the value of integrating the Audit API into your business planning processes. 

1. Enhanced Governance and Compliance 

The Audit API serves as a cornerstone for maintaining compliance with regulatory standards and internal governance policies. It enables organizations to trace every change made in models, ensuring accountability and data integrity. 

2. Detailed Activity Tracking 

It provides a detailed log of user activities, showcasing who made specific changes, what modifications were executed, and when these actions occurred. This level of granularity facilitates precise identification and rectification of errors or discrepancies. The level of granulary could be found listed with the below example: 

A detailed view of Anaplan's administration audit interface showing a list of user activities, timestamps, message contents, and other event data, with options for filtering and exporting the information.

Level of granularity:

ID – The ID of the audit event

Type – The Anaplan code for the audit event

Message – Information that describes the action that was undertaken

User – The ID of the user who carried out the action

Tenant ID – The ID of the tenant on which the action was carried out

Object ID – The ID of the object on which the action was carried out

Event Date – The date on which the event occurred in UTC (Coordinated Universal Time)

Filter Panel – The panel from which the filtrations of the export are applied

Export – The export button which generates the export in the respective format

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3. Improved Data Security

With a comprehensive audit trail, the Audit API helps bolster data security measures. Administrators can monitor access to sensitive information, track data movements, and promptly address any anomalies or unauthorized access.

Graphic with three icons highlighting the key benefits of Anaplan security offerings: simple secure access with SSO, visibility and control over access with a centralized interface, and manageability and compliance with organizational best practices.

4. Facilitates Performance Analysis

The detailed activity records gathered by the Audit API offer insights into system performance. By analyzing user behavior and system usage patterns, organizations can optimize models, improve user training, and enhance overall efficiency.

Screenshot of an Anaplan audit dashboard displaying a pie chart and bar graph. The pie chart categorizes events into 'Access Control,' 'Integration,' and 'User Activity,' and the bar graph shows the number of events over time.

5. Simplifies Compliance Reporting

Leveraging the Audit API streamlines the process of generating compliance reports. It provides auditors with a clear and detailed history of activities, simplifying audits and ensuring transparency in the planning process.

Flowchart illustrating the data workflow in Anaplan, starting with OAuth and various REST APIs such as Audit, SCIM, Integration, and CloudWorks. Data flows from these APIs in JSON format, is converted to CSV, and then aggregated into an SQLite database for report-ready tabular audit data.

Implementation Guide: Integrating and Utilizing Anaplan’s Audit API

Ready to make the most out of Anaplan’s Audit API?

This section provides a step-by-step guide on how to seamlessly integrate and utilize this powerful tool within your organization.

From initial setup and understanding its capabilities to analyzing audit data for improved governance, we’ll walk you through each crucial phase.

By following these steps, you’ll be well-equipped to harness the full potential of the Audit API, ensuring your planning processes are more transparent, secure, and compliant.

Let’s get started on this path to enhanced business planning efficiency.

An infographic presenting six steps to integrating and utilizing Anaplan's Audit API, including understanding the capabilities, establishing access, setting up the API environment, retrieving audit data, data analysis, and integrating insights into governance workflows.

Step 1: Understanding the Audit API’s Capabilities

Begin by familiarizing yourself with the Audit API documentation on Anaplan’s support or developer portal. Understand its functionalities, limitations, and the type of data it can retrieve.

Step 2: Establishing Access and Permissions

Ensure you have the necessary permissions within your Anaplan environment to access and use the Audit API. This may require administrative access or specific roles assigned to your user account.

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Step 3: Setting Up the API Environment

Prepare your API environment by choosing the right tools and platforms for API calls (such as Postman or custom scripts in Python). Configure authentication details to securely connect to Anaplan’s API.

Step 4: Retrieving Audit Data

Use the API to query the audit logs. Start with simple requests to understand how data is returned. Gradually, you can customize your queries to focus on specific events, users, or time frames.

Step 5: Data Analysis and Utilization

Once you start receiving audit data, use appropriate tools for analysis. This could be spreadsheet software, a database, or a custom application designed to interpret and visualize the data according to your needs.

Step 6: Integrating Insights into Governance Workflows

Leverage the insights gained from the audit data to enhance your governance and compliance workflows. This may involve adjusting policies, improving user training, or automating compliance reporting.

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Challenges and Solutions: Adopting Anaplan’s Audit API

Infographic outlining five challenges and solutions when adopting Anaplan's Audit API: dealing with technical complexity, integrating with existing systems, managing data overload, ensuring data privacy and security, and keeping up with API changes.

Challenge 1: Technical Complexity

Solution: Leverage Anaplan’s comprehensive documentation and community forums for guidance. Consider engaging with Anaplan’s professional services or a certified partner to assist with the initial setup and training.

Challenge 2: Data Overload

Solution: Start with focused queries targeting specific areas of interest. Utilize data management and analysis tools to filter, sort, and analyze the data effectively. Establish clear objectives for what you want to achieve with the audit data.

Challenge 3: Integration with Existing Systems

Solution: Assess your current IT infrastructure and identify potential integration points. Use API gateways or middleware solutions to facilitate communication between Anaplan’s Audit API and your internal systems. Document and maintain an integration blueprint to guide this process.

Challenge 4: Ensuring Data Privacy and Security

Solution: Adhere to best practices for API security, including the use of secure connections (HTTPS), proper authentication, and regular audits of API access. Ensure that the handling of audit data complies with relevant data protection regulations and company policies.

Challenge 5: Keeping Up with API Changes

Solution: Subscribe to Anaplan’s developer newsletters or change logs to stay informed about updates to the Audit API. Regularly review your API integration and adjust as needed to ensure continued compatibility and performance.

Anaplan’s Audit APIs FAQs

Improve Your Business Planning with Anaplan’s Audit API and B EYE

The Audit API in Anaplan serves as a vital tool for organizations seeking to improve transparency, governance, and compliance in their planning processes. By providing a comprehensive record of user activities and system changes, it strengthens data integrity, enhances security measures, and simplifies compliance reporting. Leveraging the Audit API underscores Anaplan’s commitment to empowering businesses with robust governance capabilities, ensuring accurate and transparent planning operations.

As a premier Anaplan partner, B EYE brings technological expertise and business know-how to your planning needs.  

Our certified Anaplan consultants specialize in tailoring Anaplan’s suite to optimize your processes.  

Connect with us to start a conversation about how we can transform your approach to EPM to improve your financial planning, data analysis, and overall business agility.

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