Detect Duplicate ISC user in NERM

Dear ISC Members

I have a requirement in NERM. When I onboard new contractor in NERM it should check whether the user already exists in ISC if user exists in ISC then it should promt in NERM.

Requirement:

  1. User Onboarding in NERM via form
  2. Fill up form and submit
  3. On form submit event, If user exists in ISC then message should prompt in NERM if identity exists.

Please help if anyone has worked this type of use case .

Appreciate your support.

Thanks.

What information do you want to check on? NERM does have duplicate detection, but that requires the data to be populated under the same profile type.

Alternatively, you could do a REST API lookup towards the ISC APIs and if there is a hit, for instance share an email or add an additional approval.

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Edwin pretty much nailed it. One thing to consider though for Duplicate Prevention actions is the lack of configurability. To elaborate, you determine the matching criteria, but you can’t control the action steps. Meaning if a duplicate account is found, the user will either be prompted to execute the workflow against the profile found OR create a new profile with the information.

Therefore, if you want granular control of what can happen if duplicate is found, use REST API action and use the /advanced_search endpoint.

Hi @sauvee , @coltonulmer

Thanks for your answer.

Can I add one button in NERM form and validate using search query if the user exists in ISC ?

Unfortunately, that is not how this can work. You could do it in this way:

  1. Form A, with the basic information you want to check
  2. REST API action that pings ISC APIs to find what you’re looking for
  3. Conditional step to see if step 2 gave any results, then show a repeat of form A to update the information
  4. Otherwise, continue as normal (e.g. add additional info or go to approval step)

Please note, that I haven’t personally implemented this case, but hopefully you can work off the idea posted here and go from there.

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Thanks @sauvee for your response.

I have checked but unable to find how to add the button to NERM form.

Do I need to add thought customisation ?

Please share your thoughts.

@mananbhavsar7 it is not possible to add buttons to your form. You only can use the default buttons like ‘submit’, ‘approve’ etc. that are used based on the context that a form is being used. I.e. you have a submit button if it is a request form.

This is how I would do it, as mentioned in my previous comment. Step 1 of your workflow is a request form where you fill in the details you want to have checked. In the same workflow, the next step is a REST API action towards ISC, then follow the other suggestions I made as well, depending on your requirements.

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