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IdentityVerificationProcDtl

Represents the search functionality configuration and the minimum number of optional verifiers for identity verification. This type extends the Metadata metadata type and inherits its fullName field.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

File Suffix and Directory Location

IdentityVerificationProcDtl components have the suffix .IdentityVerificationProcDtl and are stored in the IdentityVerificationProcDtls folder.

Version

IdentityVerificationProcDtl components are available in API version 54.0 and later.

Special Access Rules

The Health Cloud permission set license is required to use this metadata type.

Fields

Field Name Description
apexClass
Field Type
string
Description
Reserved for future use.
dataSourceType
Field Type
IdentityVerificationDataSourceType (enumeration of type string)
Description

Required.

The source type of the data.
Valid values are:
  • External—Reserved for future use.
  • Salesforce
identityVerificationProcFlds
Field Type
IdentityVerificationProcFld[]
Description
A list of Identity Verification Process Field elements.
isActive
Field Type
boolean
Description
Indicates whether the record is active (true) or not (false).
The default value is false.
masterLabel
Field Type
string
Description

Required.

The label of the Identity Verification Process Detail record.
objectName
Field Type
string
Description
The name of the object on which the search is performed and data is verified.
optionalVerifiersMinVerfCount
Field Type
int
Description
The minimum number of optional verifiers that must be checked.
searchFilter
Field Type
string
Description
Conditions on which to filter the search results.
For example, if you want to perform the search only on Person Account records, enter isPersonAccount = true.
searchRecordUniqueIdField
Field Type
string
Description
The field that stores the unique identifier of the records that are displayed in the search results.
searchResultSortBy
Field Type
string
Description
The values that are used to sort the search results.
For example, if you want to sort the results by policy date, enter PolicyDate__c Desc.
searchSequenceNumber
Field Type
int
Description

Required.

Enter 1 as the search sequence number.

In API version 54.0 and later, this field is reserved for future use, and the value you enter doesn't affect sequencing.

Note

searchType
Field Type
IdentityVerificationSearchType (enumeration of type string)
Description

Required.

The type of search being performed.
Valid values are:
  • Object-Based—Reserved for future use.
  • Text-Based

IdentityVerificationProcFld

Represents a set of fields necessary to configure the questions that CCA asks the caller before providing them with the information they need.

Field Name Description
customFieldLabel
Field Type
string
Description
The custom label for the field that contains the verification data.
dataSourceType
Field Type
IdentityVerificationProcFldDataSourceType (enumeration of type string)
Description

Required.

The source type of the data.

Valid values are:

  • External
  • Salesforce
developerName
Field Type
string
Description

Required.

The developer name of Identity Verification Process Field. Can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
Available in API version 58.0 and later.
fieldDataType
Field Type
IdentityVerificationProcFldFieldDataType (enumeration of type string)
Description
The data type of the field in the external data source that's defined in the identity verification process detail. Available in API version 58.0 and later.

Valid values are:

  • address
  • checkbox
  • currency
  • dateonly
  • datetime
  • email
  • number
  • other
  • percent
  • phone
  • picklist
  • reference
  • text
  • timeonly
  • url
fieldName
Field Type
string
Description

Required.

The label of the field that contains the verification data based on the selected field type. Available in API version 58.0 and later.
fieldType
Field Type
IdentityVerificationProcFldFieldType (enumeration of type string)
Description

Required.

Indicates the type of field.

Valid values are:

  • additionalResultField
  • optionalVerifier
  • requiredVerifier
  • resultField
  • searchField
  • searchFilter
fieldValueFormula
Field Type
string
Description
Stores the formula that is applied to the field value.
isActive
Field Type
boolean
Description
Indicates whether the record is active (true) or not (false).
isManualInput
Field Type
boolean
Description
Indicates whether the user can manually enter the identity verification details (true) or not (false).
The default value of this field is false.
Available in API version 58.0 and later.
masterLabel
Field Type
string
Description

Required.

A user-friendly name for Identity Verification Process Field.
sequenceNumber
Field Type
int
Description

Required.

The sequence number of the field.

Declarative Metadata Sample Definition

The following is an example of an identityVerificationProcDtl component.

1<?xml version="1.0" encoding="UTF-8"?>
2<IdentityVerificationProcDtl xmlns="http://soap.sforce.com/2006/04/metadata">
3    <dataSourceType>Salesforce</dataSourceType>
4    <isActive>true</isActive>    <developerName>Sample93AccountSearch</developerName>
5    <identityVerificationProcFlds>
6       <fullName>Sample93AccountName</fullName>
7       <dataSourceType>Salesforce</dataSourceType>
8       <developerName>Sample93AccountName</developerName>
9       <fieldName>Name</fieldName>
10       <fieldType>requiredVerifier</fieldType>
11       <isActive>false</isActive>
12       <masterLabel>Sample93 Account Name</masterLabel>
13       <fieldValueFormula>abcd</fieldValueFormula>
14       <customFieldLabel>Name</customFieldLabel>
15       <sequenceNumber>1</sequenceNumber>
16       <isManualInput>false</isManualInput>
17    </identityVerificationProcFlds>
18    <identityVerificationProcFlds>
19       <fullName>Sample93Phone</fullName>
20       <dataSourceType>Salesforce</dataSourceType>
21       <developerName>Sample93Phone</developerName>
22       <fieldName>phone</fieldName>
23       <fieldType>optionalVerifier</fieldType>
24       <isActive>false</isActive>
25       <masterLabel>Sample93 Phone</masterLabel>
26       <sequenceNumber>93</sequenceNumber>
27       <isManualInput>false</isManualInput>
28    </identityVerificationProcFlds>
29    <masterLabel>detail1</masterLabel>
30     <fullName>detail1</fullName>
31    <objectName>Account</objectName>
32    <optionalVerifiersMinVerfCount>11</optionalVerifiersMinVerfCount>
33    <searchFilter>asd</searchFilter>
34    <searchRecordUniqueIdField>Id</searchRecordUniqueIdField>
35    <searchResultSortBy>asd</searchResultSortBy>
36    <searchSequenceNumber>1</searchSequenceNumber>
37    <searchType>Text-Based</searchType>
38</IdentityVerificationProcDtl>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3    <types>
4        <members>*</members>
5        <name>IdentityVerificationProcDtl</name>
6    </types>
7    <version>54.0</version>
8</Package>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.