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Creating Customer Authentication Templates

Customer authentication templates define the credentials used for authentication and the actions that follow a successful or a failed authentication attempt.

To create a customer authentication template

1. Navigate to the Administration - Application screen > Authentication Template view.
2. In the Templates list, create a new record, and complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Name for the authentication template.
   Description	Description for the template.
   Success Workflow	Invoke this Siebel workflow if the authentication is successful. The workflow called here should be deployed and active. The fields used for authentication are passed as process properties to this workflow. TIP:   Use the success workflow to log the status of the authentication for audit purposes.
   Failure Workflow	Invoke this Siebel workflow if the authentication failed. The workflow called here should be deployed and active. The fields used for authentication are passed as process properties to this workflow.
   Default	If flagged as default, this template is used as the default template. The default template is invoked if all rules defined in the Authentication Rules fail. Only one template can be flagged as default.
   Alternate Template	Defines an alternate template to use for authentication if the caller fails to authenticate using the current template. The alternate template is invoked by clicking the alternate button on the authentication pop up window.

3. In the Credentials list, create a new record, and complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Business Object	Business Object for the credential field. In the current Siebel release, the Contact business object is the only business object that is available for use. Hence, this field is predefaulted and read-only.
   Business Component	Business Component reference for the credentials field. The business component used here should be a valid business component on the Contact business object.
   Field Name	Name of the business component field. Only single value fields are supported; multi-value fields are not supported and may cause system instability if used.
   Display Name	The display name for the business component field. This specifies the label for the field at run time.
   Search Specification	For any one-to-many contact business component, the search specification provides the criteria to narrow selection to a single record.
   Required Flag	Flag indicates that the field needs to be verified for the authentication to be successful. If a required field is not confirmed at run time, the authentication fails. Defaults to No.