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Invoking Customer Authentication Manager

Customer Authentication Manager is available preconfigured on the Contact, Members, and Providers screens. However, using Siebel Workflow, you can invoke the Customer Authentication Manager from any screen that contains a Contact, Member, or Provider business component.

To authenticate a contact

1. Navigate to the Contacts List view.
2. Select the contact to authenticate and click the Authentication Manager icon on the toolbar.

   The Siebel Authentication Manager dialog box appears.

3. Check the Confirmed checkbox for each field listed.
4. Do one of the following:

   To...	Click...
   Authenticate.	Authenticate. If all required fields are confirmed, the authentication succeeds.
   Use an alternate template.	Alternate. If an alternate template is defined, it appears.
   Cancel authentication.	Cancel.

   NOTE:  When Authentication Manager is invoked, if a matching template is not identified, an error message appears.

Configuring Customer Authentication Manager to Handle More Fields

By default Customer Authentication Manager is configured to handle only a maximum of three fields. To use more than three fields in Customer Authentication Manager, you must add more virtual fields to the authentication business component, and expose them through the appropriate applet.

To configure Authentication Manager to handle more fields

1. Log in to Siebel tools.
2. Navigate to the FINS Authentication Manager UI business component.

   The following fields are defined for the business component:

   • Field0, Field1 and Field2
   • Required Flag0, Required Flag1, and Required Flag2
   • Ten confirmed flag fields
3. Define a new field called, Field3.
4. Define a new field called, Required Flag3.
5. Add a new confirmed flag field if you have more than 10 authentication fields.
6. Navigate to the FINS Authentication Manager Popup Form Applet.
7. Go to applet Control, and add the new fields: Field3, Required Flag3.
8. Add a confirmed flag field if you have more than five authentication fields. (The applet already contains five confirmed flag fields).
9. Add the fields and corresponding labels to the applet templates.
10. Compile the changes into the SRF.