SecZetta Integration (Web Services)

Has anyone onboarded SecZetta as a WebService (REST API) source in IDN? Using the “Profiles” API endpoint and filtering for “People” and “Assignments” via the Parent/Child configuration we’re trying to confirm how to make the connection between these 2 API calls and not seeing a viable parameter to include.

In the example below we have a person (John Smith) who had a name change (John Smith → John Perez) and the assignment name is showing the previous vs. updated name.

For the “Profiles” API the only defined parameters are the following and the most likely to use for the secondary API call is “name”
profile_type_id
name
status
exclude_attributes

People:
https://{{tenant}}.{{environment}}.com/api/profiles?profile_type_id=8ed995d7-0d06-4c3a-9a1f-774fc7b2db1d (using the default Profile Type ID for People)
JSON response sample:

{
    "id": "4d2bff62-eb54-4b23-9f3a-f635b0ed00b1",
    "uid": "6eb469d7425845619e37d28022d33e8d",
    "name": "John Perez",
    "profile_type_id": "8ed995d7-0d06-4c3a-9a1f-774fc7b2db1d",
    "status": "Active",
    "id_proofing_status": "pending",
    "updated_at": "2023-01-13T14:43:20.000-05:00",
    "created_at": "2023-01-06T12:43:38.000-05:00"
}

Assignments:
https://{{tenant}}.{{environment}}.com/api/profiles?profile_type_id=be130e38-73a5-45f3-91f4-a5180c5cb7aa (using the default Profile Type ID for Assignments)
JSON response sample:

{
    "id": "a61a65a6-6293-42a6-a5d1-1261e55b3390",
    "uid": "d40004e9ce4c4af9bf2c002f7cc735f5",
    "name": "John Smith - Contractor",
    "profile_type_id": "be130e38-73a5-45f3-91f4-a5180c5cb7aa",
    "status": "Active",
    "id_proofing_status": "pending",
    "updated_at": "2023-01-06T12:44:12.629-05:00",
    "created_at": "2023-01-06T12:44:05.705-05:00"
}

Ed,

There are a couple ways to get the information desired from that connector. Both will require some adjustments on the SecZetta side, because as you’ve seen, there isn’t a good identifier in the api results that connect the person & assignment.

Option 1: Add the id from the person profile to the assignment profile.

  • Create a new attribute, ‘person_profile_id’,
  • In the workflow that is creating the assignment, store the id of the person profile in that attribute on the assignment.
  • In IDN, you need to query the assignment profiles first, but can grab the person_profile_id to then call the person profile as the child.

Option 2: Sync needed person attributes to assignment

  • When creating an assignment, save the values of the person profile that are needed onto the assignment profile (depending on the attributes, you might need to create new attributes)
  • When updating a person, update the assignments of the person with the new values
  • In IDN, you then just make a single call to fetch the assignments and not a child call to the person , which speeds things up

To get the assignment name up to date, you would also want to add a call to update all assignments for a person when their name changes.

Derek

1 Like

We actually took a slightly different approach utilizing the “search” API endpoint and including a filter.

  1. API call for list of all people
  2. Search API call (parent is #1 above) filtering for a unique personID value that was different than the profile_Id