IdentityVerificationProcDtl in SFDX

Architectural Overview#

IdentityVerificationProcDtl (Identity Verification Process Detail) configures an individual step, search action, or verification group within a parent IdentityVerificationProcDef. In Salesforce Industries, verifying an identity often requires querying multiple entities (e.g., searching for an Account, then locating an authorized Contact or Power of Attorney representative).

IdentityVerificationProcDtl defines which object is searched, what matching logic is applied, the sequence in which steps execute, and how verification outcomes determine whether the customer service representative can proceed.

Directory and File Conventions#

IdentityVerificationProcDtl files are stored in identityVerificationProcDtls/:

Key Metadata Fields#

The XML schema for IdentityVerificationProcDtl defines step parameters:

Declarative XML and Package Manifest Examples#

Below is a detail record defining an Account search step for retail banking:

<?xml version="1.0" encoding="UTF-8"?>
<IdentityVerificationProcDtl xmlns="http://soap.sforce.com/2006/04/metadata">
    <masterLabel>Account Search Step</masterLabel>
    <identityVerificationProcDef>Banking_Customer_Verification</identityVerificationProcDef>
    <searchObject>Account</searchObject>
    <sequence>1</sequence>
</IdentityVerificationProcDtl>

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>Account_Search_Step</members>
        <name>IdentityVerificationProcDtl</name>
    </types>
    <version>68.0</version>
</Package>

Retrieval and Deployment via SF CLI#

Commands to retrieve and deploy verification step details:

# Retrieve verification process detail
sf project retrieve start --metadata "IdentityVerificationProcDtl:Account_Search_Step"

# Deploy details alongside parent process definition
sf project deploy start --manifest manifest/package.xml --target-org uat-sandbox

Senior Architect Best Practices and Gotchas#

• Circular Dependencies: Detail components strictly depend on parent IdentityVerificationProcDef. Deploying detail records alone to a fresh org without their parent will fail.
• Search Optimization: Ensure fields configured for search indexing on the searchObject have appropriate custom indexes to guarantee sub-second verification response times.
• Data Protection Compliance: When configuring steps that query sensitive objects, ensure field-level security and profile access are properly restricted.

Frequently asked questions

What is the role of IdentityVerificationProcDtl?

It configures an individual verification step or search target within an IdentityVerificationProcDef process.

Can multiple detail records belong to one process definition?

Yes. A process definition can contain multiple detail records representing secondary callers or multiple search objects.

Where is IdentityVerificationProcDtl stored in an SFDX repo?

It is stored in force-app/main/default/identityVerificationProcDtls/ with the .identityVerificationProcDtl-meta.xml suffix.

What objects can be configured as search targets?

Common search targets include Account, Contact, and PersonAccount records in FSC or Health Cloud.