We would like to set up a workflow in NERM where new Contractors have to go through Identity Proofing.
We would like to have it automatised as much as possible, meaning that any new Contractors we add to the profile, will automatically get an email to verify their identity at a third party vendor. When they have done that, the status of Identity Proofing automatically changes from Pending to verified (or similar).
I am rather new at NERM and I really have a hard time finding end to end documentation on how to tackle this. I saw in another topic that I’d have to set up a Collaboration Registration workflow but I am missing how to add a third party to the Portal and how to set this up, what are all the steps I need to take?
Well, to be honest, I was more looking for a step-by-step explanation, for reference I was asking the following: “I am rather new at NERM and I really have a hard time finding end to end documentation on how to tackle this. I saw in another topic that I’d have to set up a Collaboration Registration workflow but I am missing how to add a third party to the Portal and how to set this up, what are all the steps I need to take?”
Your screenshots help me give a direction how to work with the workflows itself on a very high level but doesn’t really answer the questions I have about connecting the third parties etc.
NERM has no built in way to provide Identity Proofing. (can it be achieved other ways(REST API) possibly)
Do note, that if you are using a Self Service Registration workflow on a Collaboration Portal there is a REQUIRED code that is sent to the email address provided from the user that must be entered to even execute the registration workflow.
I would need to know a little bit more insight into HOW those vendors are getting onboarded to provide maybe some other ways to achieve what you are requesting.
Thank you for your reply. Currently I am working with a workaround app now where the ID proofing results can just be pushed to NERM instead of letting NERM pull the results. This seems to be a better solution. Once I have this completed and tested I will put a thorough explanation in there for other people’s reference.
@Skobayashi Following up on this. Looks like SailPoint just rolled out (4/2/25) IDProofing via ID Dataweb. Based on the article linked below, only available on Collab Portal Registration workflows (hopefully this is expanded down the road)
I have this solution working in a workaround with Transmit. Transmit is an orchestration tool and can fetch profiles from NERM with POST advanced search calls and update attributes with PATCH and include an app as frontend to direct people to Wallet options. If someone wants to know more, feel free to contact me and I am happy to explain it.
