Last update:
Manage identity proofing
Aug 21, 2026
The Identity Proofing section enables you to configure how the system verifies and matches user records during both account creation and sign-in. The system verifies users based on the predefined user attributes such as First Name, Last Name, Date of Birth and a known identifier (such as Member ID or SSN) ensuring accurate and secure user identification.
Currently, we are supporting the Smart match feature as an identity matching method.
Steps
To verify the users:
- In the left navigation pane, select Applications. Alternatively, you can select View Applications tile on the Dashboard.
- Select the application you want to configure.
- Go to the Policy tile and click View & Update.Define Identity Matching:
- Under the Identity proofing tab, perform the following steps:
- Match TypeSelect one of the following options based on the application’s registration experience.
- Optional – Select this option when identity matching is not mandatory during initial registration. This is applicable when user registers as Guest and may later choose to upgrade (step-up) to a member account, where it identifies the golden record and checks eligibility during this transition.Use this setting for applications that support a hybrid experience, where user can register as a Guest and later step-up to member.Note: This option is selected by default for HSID applications.
- Required – Select this option to enforce identity matching as a mandatory step, requiring a successful golden record match to proceed with user registration.Note: Use this setting for applications that support a Member-only (matched) experience.
- None – Select this option if the application does not require identity matching.Note: Use this setting for applications that support a non-member (unmatched) experience, where users can register and gain access without meeting any eligibility criteria.This option is selected by default for OHID applications.
- Optional – Select this option when identity matching is not mandatory during initial registration. This is applicable when user registers as Guest and may later choose to upgrade (step-up) to a member account, where it identifies the golden record and checks eligibility during this transition.
- Match preference: The Smart Match option is selected by default. It checks key user attributes–such as First Name, Last Name, Date of Birth, and known identifier–to find matching golden records in the EiMP. The system performs a smart match, supporting more than 20 identifiers.
- Wildcard length: By default, the smart match supports the first 9 digits for the EiMP check.Note:Wildcard search is a configurable smart search logic that enables partial or complete identifier matching, handling leading zeros, non-alphanumeric characters, spaces, and various other formats.
- Max length: Enter the value to limit the maximum number of characters to be considered for a match. The default value is set to 30.
- Identifier Step-up: Enable this option to prompt users to enter their identification number during every login attempt, ensuring consistent identity verification and supporting secure access to the application.
- Match Type
- Click Save.
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