Bloomington Caregivers has replaced its legacy Contact Center application with Health Cloud. During user acceptance testing (UAT), the call center team is reporting differences between current Identity Verification business processes and what was built in Health Cloud.
The call center manager has requested the following changes:
• Birth Date be available in results and as an optional verifier, but no longer required for verification purposes
• Add 'Bloomington ID', a custom field on Account, to search results and as a required verifier
What should a consultant do to meet these requirements?
A. Add 'Bloomington ID' to the picklist choices within the Identity Verification flow
and mark it as required. Remove the Birth Date record from the required fields picklist and add Birth Date to the optional verifiers picklist.
B. Add two new Identity Verification Process Field records for 'Bloomington ID'. Set the Field Type to Result Field and set the Required field to true. Add the new record to the Lightning component parameters in the identity flow screen in Flow Builder.
C. Add two new Identity Verification Process Field records for 'Bloomington ID'; one with Field Type set to Result Field and one with Field Type set to Required Verifier. Change the Birth Date record with Field Type value Required Verifier to Optional Verifier.
D. Add two new Identity Verification Process Field records for 'Bloomington ID'; one with the Field Type set to Result Field and one with Field Type set to Optional Verifier. Delete the Birth Date record which has the Field Type value Required Verifier.
Explanation:
In Salesforce Health Cloud, Identity Verification Processes allow you to configure how patient or contact identities are verified during interactions. The requirements from the call center team involve modifying the verification process to:
Include "Bloomington ID":
This custom field should be added as a required verifier and also included in search results.
Modify "Birth Date":
Remove it as a required verifier while keeping it available as an optional verifier in the process.
Steps to Implement the Solution:
Add Two New Identity Verification Process Field Records for ‘Bloomington ID’:
Field Type: Result Field: Ensures the field appears in the search results.
Field Type: Required Verifier: Makes this field mandatory for identity verification.
Modify Birth Date Record:
Update the existing record for Birth Date by changing its Field Type from "Required Verifier" to "Optional Verifier." This adjustment makes the field optional in the verification process.
This approach ensures the flexibility and compliance requested by the call center manager while aligning with Salesforce Health Cloud's configurable Identity Verification features.
Reference: Administer Health Cloud
Flow Builder Documentation for Identity Verification