3. Authenticate Users

Overview

User authentication is handled by the parent page before it invokes the Account Linking and Account Summary components. You will use the DataConnect API to authenticate users, regardless of user type.

Instructions

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Requirements for SSO

• Administrator credentials for DataConnect API
• The user identifier from step 2

Authenticate investor users

1. Invoke a DataConnect API <SESSIONAUTHRQ> request, providing your Administrator credentials and passing the Person Id as <PERSON_ID> inside <USER_IDENT>, as shown here.

Authenticate advisor users

1. Invoke a DataConnect API <SESSIONAUTHRQ> request, providing your Administrator credentials and passing the <ID> from registration as <PERSON_ID> inside <USER_IDENT>, as shown here.

Notes

• For DataConnect operations in Postman, use “Send and Download” and save the result to a .zip file. Inside that .zip file find the XML response which contains the jsessionId and csrfToken values.
• When you're done with an authenticated session, expire it using the DataConnect <SESSIONEXPIRERQ> operation, as shown here.
• For more details about how the DataConnect API handles authentication, refer to the "Single Sign-on Operations" section of the DataConnect API Guide.

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Success Criteria

Upon success, you will have values for:

• jsessionId
• csrfToken

Both must be passed to the components using the auth-context attribute in step 6.