Difference between revisions of "DirectTrust Activation"
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| + | == AKA "Vetting" Process == | ||
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== Description == | == Description == | ||
| − | + | A key security component of Direct messaging exchange is to verify a sender is “who they say they are”. Updox performs this function by verifying the personal identity of your customers. As an Updox partner, your organization chose the type of Direct certificates to use in your integration(domain bound or address bound). | |
| − | + | Domain bound certificates are assigned to the practice as a whole; Updox will verify the personal identity of an authorized representative of the practice. That representative, in turn, is responsible for verifying the identity of employees of the practice who are issued a Direct address. | |
| − | + | Address bound certificates are assigned to each Direct messaging user at the practice; Updox will verify the personal identity of each of these users. | |
| − | + | During your integration you will determine the work flow for directing your customers to the Updox DirectTrust Activation process. | |
| + | |||
| + | Updox uses credit bureaus to accomplish these verifications. These are soft inquiries and do not affect a person’s credit report. Updox does not see the credit report details and does not store personal financial information. | ||
== Testing == | == Testing == | ||
| − | In order to support testing and development, we have enabled access to two QA-only features. The first feature is a set of test data that will allow you to step through the DirectTrust activation process and obtain realistic results. | + | In order to support testing and development, we have enabled access to two QA-only features. The first feature is a set of test data that will allow you to step through the DirectTrust activation process and obtain realistic results. The second feature is an API call that will allow you to directly toggle the setting that indicates if the vetting was successful for your practices/accounts. By combining these two features, you should be able to test your workflow end-to-end in a production-similar manner. |
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| + | == Additional Information == | ||
| + | |||
| + | [http://updoxdirect.com/doc/Web%20Help/topics/idh-topic2220.htm DirectTrust Activation Overview] | ||
[[DirectTrust Activation Test Cases]] | [[DirectTrust Activation Test Cases]] | ||
| − | [[ | + | [https://updoxqa.com/iodox/updox-iodox#PracticeVettedToggle|Interactive API page for the PracticeVettedToggle API method] |
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| + | [[API_Method_PracticeVettedToggle|Samples and examples using the PracticeVettedToggle API method]] | ||
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| + | [http://updoxdirect.com/doc/Web%20Help/topics/idh-topic2120.htm DirectTrust Activation Agreement –Domain Bound Certificates] | ||
| + | |||
| + | [http://updoxdirect.com/doc/Web%20Help/topics/idh-topic2180.htm DirectTrust Domain Bound Certificate Activation Information] | ||
| + | |||
| + | [http://updoxdirect.com/doc/Web%20Help/topics/idh-topic2190.htm DirectTrust Activation Agreement –AddressBound Certificates] | ||
| + | |||
| + | [http://updoxdirect.com/doc/Web%20Help/topics/idh-topic2160.htm DirectTrust Address Bound Certificate Activation Information] | ||
Latest revision as of 14:15, 5 February 2018
Contents |
AKA "Vetting" Process
Description
A key security component of Direct messaging exchange is to verify a sender is “who they say they are”. Updox performs this function by verifying the personal identity of your customers. As an Updox partner, your organization chose the type of Direct certificates to use in your integration(domain bound or address bound).
Domain bound certificates are assigned to the practice as a whole; Updox will verify the personal identity of an authorized representative of the practice. That representative, in turn, is responsible for verifying the identity of employees of the practice who are issued a Direct address.
Address bound certificates are assigned to each Direct messaging user at the practice; Updox will verify the personal identity of each of these users.
During your integration you will determine the work flow for directing your customers to the Updox DirectTrust Activation process.
Updox uses credit bureaus to accomplish these verifications. These are soft inquiries and do not affect a person’s credit report. Updox does not see the credit report details and does not store personal financial information.
Testing
In order to support testing and development, we have enabled access to two QA-only features. The first feature is a set of test data that will allow you to step through the DirectTrust activation process and obtain realistic results. The second feature is an API call that will allow you to directly toggle the setting that indicates if the vetting was successful for your practices/accounts. By combining these two features, you should be able to test your workflow end-to-end in a production-similar manner.
Additional Information
DirectTrust Activation Overview
DirectTrust Activation Test Cases
API page for the PracticeVettedToggle API method
Samples and examples using the PracticeVettedToggle API method
DirectTrust Activation Agreement –Domain Bound Certificates
DirectTrust Domain Bound Certificate Activation Information
DirectTrust Activation Agreement –AddressBound Certificates
DirectTrust Address Bound Certificate Activation Information
