3. Authenticate Investor 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 accomplish this step.

Instructions

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Requirements

• Administrator login and password for DataConnect API
• "Person Id" from step 2

Invoke a DataConnect API <SESSIONAUTHRQ> request, and provide your Administrator login and password, plus the “Person Id" as shown here.

You can also find more details about how the DataConnect API handles authentication in the "Single Sign-on Operations" section in the DataConnect V4 Ultra Guide.

Note: 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.

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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.