IdentityVerificationProcDef in SFDX

Architectural Overview#

IdentityVerificationProcDef (Identity Verification Process Definition) is a specialized metadata type within Salesforce Industries (Financial Services Cloud, Health Cloud, and Public Sector Solutions). It serves as the top-level orchestrator for customer identity verification flows in contact centers.

When an inbound caller contacts a bank, insurer, or clinic, customer service agents must verify their identity against regulatory compliance mandates (e.g., GLBA, HIPAA, GDPR) before sharing account or medical records. IdentityVerificationProcDef encapsulates the rules, search targets, and thresholds needed to validate callers, logging an audit trail of every verification attempt.

Directory and File Conventions#

IdentityVerificationProcDef files reside in identityVerificationProcDefs/:

Key Metadata Fields#

The XML representation of IdentityVerificationProcDef includes:

Declarative XML and Package Manifest Examples#

Below is a complete IdentityVerificationProcDef definition for a Banking Customer Care verification process:

<?xml version="1.0" encoding="UTF-8"?>
<IdentityVerificationProcDef xmlns="http://soap.sforce.com/2006/04/metadata">
    <masterLabel>Banking Customer Verification</masterLabel>
    <description>Standard GLBA compliant caller identity verification for retail banking</description>
    <status>Active</status>
</IdentityVerificationProcDef>

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Banking_Customer_Verification</members>
        <name>IdentityVerificationProcDef</name>
    </types>
    <types>
        <members>*</members>
        <name>IdentityVerificationProcDtl</name>
    </types>
    <types>
        <members>*</members>
        <name>IdentityVerificationProcFld</name>
    </types>
    <version>68.0</version>
</Package>

Retrieval and Deployment via SF CLI#

Retrieve and deploy identity verification process definitions:

# Retrieve verification process definitions
sf project retrieve start --metadata "IdentityVerificationProcDef:Banking_Customer_Verification"

# Deploy complete verification suite to an environment
sf project deploy start --metadata "IdentityVerificationProcDef" "IdentityVerificationProcDtl" "IdentityVerificationProcFld" --target-org fsc-org

Senior Architect Best Practices and Gotchas#

• Parent-Child Integrity: Always deploy IdentityVerificationProcDef before or alongside child IdentityVerificationProcDtl records to satisfy foreign key metadata constraints.
• Flow Integration: Identity verification processes are typically launched from Service Console record pages via Screen Flows or OmniStudio OmniScripts.
• Audit Compliance: Verify that the process logs records to the IdentityVerificationEvent or audit logging tables for statutory compliance reviews.

Frequently asked questions

What is IdentityVerificationProcDef?

It is the root definition for an identity verification process used by contact center agents to verify caller identity.

Which Salesforce clouds utilize IdentityVerificationProcDef?

Financial Services Cloud, Health Cloud, and Public Sector Solutions use this metadata type.

Where are IdentityVerificationProcDef files stored in an SFDX repo?

They are located in force-app/main/default/identityVerificationProcDefs/ with the .identityVerificationProcDef-meta.xml suffix.

How does IdentityVerificationProcDef relate to ProcDtl and ProcFld?

ProcDef is the parent definition; ProcDtl defines search and verification steps, and ProcFld defines individual fields.