This recipe illustrates how to use Service Panel to ask managers to determine whether a new user with similar data represents a duplicate user (e.g for an account conversion) or is a valid separate account.
Prerequisites
- Service Panel, configured with People virtual silos running version 4.3.10 or higher
- HR or users feed scanned by Identity Panel
- Write access to HR feed (or staging copy table or view)
- MIM Test fixture provider pointed at Service Panel
Strategy Overview
- Add a Verified column to the HR feed staging area. MIM should only import/process the objects when a row has been verified. Add a StaffIDOverride column to the HR Feed. MIM should use this as a high priority join rule.
- When a user appears in the HR feed (Add Operation) use track and trace to trigger a query workflow.
- If no collision is found, update the HR feed to have a verified status
- If the user matches a collision trigger the Verify Collision Service Panel form and email a link to the user's manager
- The manager is shown account data for the new user and the existing user and must say whether the accounts are the same or not.
- Yes the accounts are the same: Set the existing account to Unverified, and Verify the new account. Add the StaffIDOverride value from the old account to the new account
- No the accounts are different: Set the new account to Verified
Service Form
Insert the following JSON into the Forms section of your Service Panel JSON and edit the attribute names appropriately
{
"$type": "SoftwareIDM.ServicePanel.Models.ServiceForm, SoftwareIDM.ServicePanel",
"Id": "7cdf42d1-103a-4d05-92ff-ab56f6498303",
"Name": "VerifyCollision",
"Label": "Verify HR Collision",
"VirtualSilo": "People",
"Icon": "",
"SaveForLater": false,
"EnableAnonymous": false,
"ExpireTime": "7.00:00:00",
"AudienceRules": [
{
"$type": "SoftwareIDM.ServicePanel.Models.AudienceRule, SoftwareIDM.ServicePanel",
"Audiences": [
"Reference: manager",
"Role: Admin"
],
"FilterRule": ""
}
],
"Sources": [
{
"$type": "SoftwareIDM.ServicePanel.Models.ListSource, SoftwareIDM.ServicePanel",
"Values": [
"No|These are separate people",
"Yes|These are the same person, link the account"
],
"Name": "Choice"
}
],
"Pages": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormPage, SoftwareIDM.ServicePanel",
"Name": "Review",
"Label": "Review",
"Description": "A new HR record has matched an existing user with similar details. Please verify if these are really the same person experiencing a job change.",
"PrevLabel": "Back",
"NextLabel": "Next",
"Expander": false,
"Sections": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
"Label": "Existing User Details",
"Icon": "",
"Description": "",
"Expanded": false,
"AudienceRules": [],
"Groups": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldStaffIdLabel, oldStaffId",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Employee ID:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldStaffIdLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldStaffId]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldStaffId",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldGivenLabel, oldGivenName",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Given Name:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldGivenLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldGivenName]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldGivenName",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldSnLabel, oldSurname",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Surname:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldSnLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldSurname]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldSurname",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldTitleLabel, oldTitle",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Job Title:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldTitleLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldTitle]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldTitle",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldDepartmentLabel, oldDepartment",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Location:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldDepartmentLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldDepartment]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldDepartment",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldLocationLabel, oldLocation",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Location:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldLocationLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldLocation]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldLocation",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
"Label": "New User Details",
"Icon": "",
"Description": "",
"Expanded": false,
"AudienceRules": [],
"Groups": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newStaffIdLabel, newStaffId",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Employee ID:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newStaffIdLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newStaffId]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newStaffId",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newGivenLabel, newGivenName",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Given Name:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newGivenLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newGivenName]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newGivenName",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newSnLabel, newSurname",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Surname:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newSnLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newSurname]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newSurname",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newTitleLabel, newTitle",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Job Title:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newTitleLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newTitle]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newTitle",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newDepartmentLabel, newDepartment",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Location:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newDepartmentLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newDepartment]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newDepartment",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "newLocationLabel, newLocation",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "Location:",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newLocationLabel",
"Size": 2,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.newLocation]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "newLocation",
"Size": 10,
"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "ObjectId",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.ObjectId]",
"Hint": "",
"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "ObjectId",
"Size": 12,
"Enabled": "True",
"Visible": "False",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
"Label": "Verification",
"Icon": "",
"Description": "",
"Expanded": false,
"AudienceRules": [],
"Groups": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "Choice",
"Inputs": [
{
"$type": "SoftwareIDM.ServicePanel.Models.Radio, SoftwareIDM.ServicePanel",
"Type": "Radio",
"Column": false,
"RequireValid": true,
"DataSource": "Choice",
"Name": "Choice",
"Label": "Verification Choice",
"Hint": "",
"Size": 12,
"Enabled": "True",
"Visible": "True",
"DefaultValue": "",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
}
]
}
]
}
]
}
],
"SuccessTitle": "",
"SuccessText": "",
"SuccessLinkName": "",
"SuccessLink": ""
}
MIM Test Fixtures
Upload the following MIM Test fixture definitions and update attributes and provider settings as needed.
{
"Data": [
{
"$type": "SoftwareIDM.MIMTestModel.Providers.SQLUpdate, SoftwareIDM.MIMTestModel",
"PK": "[Memo(\"StaffID\")]",
"Fields": [
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Verified",
"Value": "1"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "StaffIDOverride",
"Value": "[Memo(\"StaffIDOverride\")]"
}
],
"Id": "3e403305-cdf8-4b80-a33e-34d0d9106b6f",
"Provider": "108cb2ed-8c0d-4b7f-8e11-38540e1b693d",
"Name": "Remap HR",
"Notes": "",
"System": "HR",
"PreferredSchedulers": null,
"Memos": []
},
{
"$type": "SoftwareIDM.MIMTestModel.Providers.SQLUpdate, SoftwareIDM.MIMTestModel",
"PK": "[Memo(\"StaffID\")]",
"Fields": [
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Verified",
"Value": "0"
}
],
"Id": "a4e87c05-fabe-49d0-a5f5-9029b67974bd",
"Provider": "108cb2ed-8c0d-4b7f-8e11-38540e1b693d",
"Name": "Unverify HR",
"Notes": "",
"System": "HR",
"PreferredSchedulers": null,
"Memos": []
},
{
"$type": "SoftwareIDM.MIMTestModel.Providers.SQLUpdate, SoftwareIDM.MIMTestModel",
"PK": "[Memo(\"StaffID\")]",
"Fields": [
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Verified",
"Value": "1"
}
],
"Id": "d123a678-0e40-4de4-a1b2-fe4eba76254e",
"Provider": "108cb2ed-8c0d-4b7f-8e11-38540e1b693d",
"Name": "Verify HR",
"Notes": "",
"System": "HR",
"PreferredSchedulers": null,
"Memos": []
},
{
"$type": "SoftwareIDM.MIMTestModel.Providers.ServicePanelForm, SoftwareIDM.MIMTestModel",
"ObjectType": "VerifyCollision",
"Silo": "",
"Attribute": "",
"IdentityValue": "",
"FailureExpected": false,
"FormData": [
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldStaffId",
"Value": "[Memo(\"oldStaffID\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldGivenName",
"Value": "[Memo(\"oldGivenName\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldSurname",
"Value": "[Memo(\"oldSurname\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldTitle",
"Value": "[Memo(\"oldTitle\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldDepartment",
"Value": "[Memo(\"oldDepartment\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_oldLocation",
"Value": "[Memo(\"oldLocation\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newStaffId",
"Value": "[Memo(\"newStaffID\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newGivenName",
"Value": "[Memo(\"newGivenName\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newSurname",
"Value": "[Memo(\"newSurname\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newTitle",
"Value": "[Memo(\"newTitle\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newDepartment",
"Value": "[Memo(\"newDepartment\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_newLocation",
"Value": "[Memo(\"newLocation\")]"
},
{
"$type": "SoftwareIDM.MIMTestModel.Models.FixtureField, SoftwareIDM.MIMTestModel",
"Name": "Review_ObjectId",
"Value": "[Memo(\"ObjectId\")]"
}
],
"Id": "f6b176f0-8778-4f53-9713-a5d7edaabbca",
"Provider": "108cb2ed-8c0d-4b7f-8e11-38540e1b693d",
"Name": "Trigger Verification form",
"Notes": "",
"System": "ServicePanel",
"PreferredSchedulers": null,
"Memos": []
}
],
"Count": 1
}
Track and Trace Workflow Settings
Insert the following into Step Sequences section of settings and update attributes and silos:
{
"$type": "SoftwareIDM.ServicePanel.Models.ServiceForm, SoftwareIDM.ServicePanel",
"Id": "7cdf42d1-103a-4d05-92ff-ab56f6498303",
"Name": "VerifyCollision",
"Label": "Verify HR Collision",
"VirtualSilo": "People",
"Icon": "",
"SaveForLater": false,
"EnableAnonymous": false,
"ExpireTime": "7.00:00:00",
"AudienceRules": [
{
"$type": "SoftwareIDM.ServicePanel.Models.AudienceRule, SoftwareIDM.ServicePanel",
"Audiences": [
"Reference: manager",
"Role: Admin"
],
"FilterRule": ""
}
],
"Sources": [
{
"$type": "SoftwareIDM.ServicePanel.Models.ListSource, SoftwareIDM.ServicePanel",
"Values": [
"No|These are separate people",
"Yes|These are the same person, link the account"
],
"Name": "Choice"
}
],
"Pages": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormPage, SoftwareIDM.ServicePanel",
"Name": "Review",
"Label": "Review",
"Description": "A new HR record has matched an existing user with similar details. Please verify if these are really the same person experiencing a job change.",
"PrevLabel": "Back",
"NextLabel": "Next",
"Expander": false,
"Sections": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
"Label": "Existing User Details",
"Icon": "",
"Description": "",
"Expanded": false,
"AudienceRules": [],
"Groups": [
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
"GroupName": "oldStaffIdLabel, oldStaffId",
"Inputs": [
{
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"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldStaffIdLabel",
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"Enabled": "True",
"Visible": "True",
"PrependIcon": "",
"AppendIcon": "",
"Color": "",
"Encrypt": false,
"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
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"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldStaffId",
"Size": 10,
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{
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{
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"RuleValidation": ""
},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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"Label": "NA",
"Align": "left",
"Format": "",
"Alert": "",
"Name": "oldGivenName",
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{
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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"Alert": "",
"Name": "oldSurname",
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{
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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{
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"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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"Label": "NA",
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"Alert": "",
"Name": "oldDepartment",
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]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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"Visible": "True",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
"DefaultValue": "[Data.Review.oldLocation]",
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"Label": "NA",
"Align": "left",
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"Alert": "",
"Name": "oldLocation",
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"Visible": "True",
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}
]
}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
"Label": "New User Details",
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"Description": "",
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{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
"Type": "Label",
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"Label": "NA",
"Align": "left",
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"Alert": "",
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}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
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"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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},
{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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{
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{
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{
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]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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{
"$type": "SoftwareIDM.ServicePanel.Models.DisplayLabel, SoftwareIDM.ServicePanel",
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}
]
},
{
"$type": "SoftwareIDM.ServicePanel.Models.FormSection, SoftwareIDM.ServicePanel",
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"AudienceRules": [],
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{
"$type": "SoftwareIDM.ServicePanel.Models.FormGroup, SoftwareIDM.ServicePanel",
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"RuleValidation": ""
}
]
}
]
}
]
}
],
"SuccessTitle": "",
"SuccessText": "",
"SuccessLinkName": "",
"SuccessLink": ""
}
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