Skip to main content

Master Framework Library

Operator Guide

This section is for Concerto team members who manage the platform-level framework library. Tenant users interact with frameworks after they've been deployed to their organization.

The Master Framework Library is the platform-level source of truth for compliance frameworks. Operators curate controls, evidence requests, and recurring activities here, then deploy them to tenant organizations.

How It Works

Master Framework Library (platform level)
↓ Deploy to tenant
Tenant Framework (organization level, customizable copy)

When a framework is deployed to a tenant:

  • All controls, evidence requests, and recurring activities are copied to the tenant
  • Tenants can customize their copy (modify descriptions, add controls, change owners)
  • Changes to the master do not auto-propagate to existing tenant copies
  • Re-deploying updates creates new records; it does not overwrite tenant customizations

Supported Frameworks

FrameworkStandard
SOC 2Trust Services Criteria (Type I and Type II)
ISO 27001Information Security Management Systems
ISO 42001Artificial Intelligence Management Systems
PCI DSS 4.0Payment Card Industry Data Security Standard
HIPAAHealth Insurance Portability and Accountability Act

Managing Frameworks

Access from the platform admin view under Master Frameworks.

Framework Structure

Each framework contains three record types:

Record TypeDescription
ControlsIndividual compliance requirements with implementation guidance
Evidence RequestsWhat evidence demonstrates control compliance, with validity periods and collection guidance
Recurring ActivitiesPeriodic tasks that maintain compliance, with cadence and ownership

Cross-Framework Mappings

Controls can be mapped across frameworks. For example:

  • SOC 2 CC6.1 maps to ISO 27001 A.9.1.1 and HIPAA §164.312(a)
  • One implementation can satisfy multiple framework requirements

This enables tenants to implement a control once and satisfy requirements across multiple audits.

CSV Import/Export

Individual Import

Import controls, evidence requests, or recurring activities individually via their respective CSV formats. Each record type has its own column structure.

Unified Export/Import

The unified format exports/imports all record types in a single 17-column CSV file:

Use CaseDescription
Bulk framework creationLoad an entire framework from a single file
Environment migrationMove framework data between dev/staging/production
Version controlTrack framework definitions in Git
BackupOffline backup of framework definitions

Delimiter Handling

Multi-value fields (e.g., related controls, framework mappings) use:

DelimiterUsage
Semicolon (;)Primary delimiter — used in exports
Pipe (|)Alternative delimiter — accepted on import

Both are supported on import. Export always uses semicolons.

Deploying to Tenants

  1. Select a framework in the Master Library
  2. Click Deploy to Tenant
  3. Select the target organization
  4. Choose which record types to deploy (controls, evidence, recurring activities)
  5. Records are copied to the tenant's framework

Re-Deployment

Deploying again to a tenant that already has the framework:

BehaviorDescription
New recordsAdded to the tenant (matched by control ID)
Existing recordsNot overwritten — tenant customizations are preserved
ReportShows what was added vs. skipped

Integration Mappings

When managing integrations at the platform level, operators can pre-map integration outputs to:

  • Evidence Requests — Integration data auto-populates specific evidence
  • Recurring Activities — Integration data satisfies recurring compliance tasks

These mappings are inherited by tenants when they connect the integration, reducing setup time.