Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Identity Verification

Use these resources to verify the caller's identity. For example, the call center agent can ask the person to confirm their social security number, birth date, insurance details, or driver’s license number.

The person contacting the call center could be a patient, a parent or guardian if the patient’s a minor, the authorized representative of a patient, or a provider. No matter who the caller is, if they want sensitive information, an agent must verify the caller’s identity first. If the inquiry concerns information in the public domain (for example, the location of a hospital), then verification isn’t required.

Available resources are:

Resource Description
/connect/identity-verification/build-context/${processDefinitionName} Build the context required to perform identity verification.
/connect/identity-verification/verification Verify the caller's identity.
/connect/identity-verification/search Search the Salesforce record to verify a caller’s identity.