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Workflow Reference

Select the appropriate workflow based on your business requirements and operational context.

Business Goal Recommended Workflow Key Endpoints Prerequisites
Standard user enrollment with email activation User Registration Workflow /user/registration → /user/activate-token → /user/site/{siteId}/login Email delivery system, password management
Frictionless consumer opt-in through issuer channels Guest Enrollment Workflow /user/v2/enrollments → /user/change-password-from-passcode CLIENT_ID header, OFAC compliance, consent management
Secure external partner enrollment External Guest Enrollment /user/external/guest/enrollments Message-level encryption, external partner agreements
Email-based authentication without passwords Passwordless Login /user/pwless-login-send-otp → /user/site/{siteId}/login/pwless-otp Email OTP delivery, domain validation
Enhanced security with two-factor authentication MFA Setup Workflow /user/mfa/totp/setup → /user/mfa/totp/enroll TOTP application support, NOT_ENROLLED status
Bulk user data migration Migration Workflow /migrate → /migrate/status → /migrate/{migrationBatchId} MIGRATE_USERS scope, batch processing capability
Customer service and support operations Concierge Workflow /concierge/cardholder-details → /concierge/send-code SYSTEM_USER_R scope, issuer site association

User Account Workflows

New User Onboarding Sequence

  1. POST /user/registration → Create account with email validation
  2. Email activation link sent automatically by system
  3. POST /user/activate-token/{userId} → Complete activation
  4. POST /user/site/{siteId}/login → First authenticated login

Critical Dependencies: Account creation must complete before activation. Account activation must complete before login attempts.

Password Reset Workflow

  1. POST /user/send-passcode → Request reset code
  2. POST /user/find-code → Verify code validity
  3. POST /user/change-password-from-passcode → Set new password

Security Note: Old password is not required for passcode-based password changes.

Site Registration Workflow

  1. Verify user has existing GMAP account with active status
  2. POST /user/register/{siteId} → Register user to specific site with attributes
  3. User gains access to site-specific features and data

Business Rule: Site attributes are customizable per site configuration and isolated per site ID.

Passwordless Login Workflow

  1. POST /user/pwless-login-send-otp → Send passwordless login OTP to user's email
  2. POST /user/site/{siteId}/login/pwless-otp → Authenticate using OTP (no password required)

Requirements: Domain validation and lockout protection. Users may be locked out from passwordless login due to failed attempts.

Alias Management Workflow

  1. POST /user/alias → Create or update user login alias
  2. User can login with alias instead of primary identifier
  3. POST /user/alias/delete → Remove alias when no longer needed

Validation Rule: User aliases must be unique within tenant scope and require proper user authentication for all operations.

Administrative Workflows

User Revalidation Workflow

  1. POST /user/re-validate or POST /user/internal/batch/re-validate to trigger revalidation
  2. System calls OFAC screening, MOE sync, or program enrollment based on callType parameter
  3. Background processing updates user status and attributes

CallType Options: OFAC (sanctions screening), MOE (system sync), ENROLL_PROGRAM_AND_MOE (combined program enrollment and sync).

Migration Workflow

  1. POST /migrate to submit bulk user migration request with batch ID
  2. System processes users and saves migration records with detailed status tracking
  3. GET /migrate/status to check migration progress and error reporting
  4. POST /migrate/{migrationBatchId} to retry failed migrations if needed

Business Logic: Failed migrations can be retried by batch ID without reprocessing successful records.

Duplicate Account Cleanup

  1. Identify duplicate user accounts using POST /user/queries
  2. POST /user/internal/clean-duplicate-accounts to merge duplicate accounts
  3. System retains active or updated user and transfers unique data from deleted account

Caution: Duplicate cleanup operations may take extended time for complex merges and data transfers.

Concierge Customer Service Workflow

  1. GET /concierge/cardholder-details → Look up customer information
  2. GET /concierge/cardholder-history → Review customer interaction history
  3. POST /concierge/send-code → Trigger password reset email for customer
  4. Concierge can assist with account issues using administrative privileges

Access Control: Concierge access is restricted by issuer site associations and requires proper permissions for cardholder information access.

DTS Integration Workflow

  1. POST /dts/save → Save DTS user details into user-mgmt database
  2. GET /dts/find → Fetch DTS user details by userDetailsId
  3. GET /dts/find-for-update → Retrieve DTS details for update operations
  4. DELETE /dts/delete → Delete DTS user details when no longer needed

Integration Note: DTS tokens are managed separately from main user authentication and require USER-ATTRIBUTES_RW scope.

Workflow Dependencies

Technical Prerequisites

Sequential Dependencies

Parallel Operations