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Identity Verification in Industries
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          Verify Caller Identity in an Interaction Launcher

          Verify Caller Identity in an Interaction Launcher

          Verify the identity of a caller in the Vlocity Interaction Launcher with the Verify Vlocity Action. Create a new Vlocity Action or use the Verify action from the Customer Interaction Launcher datapack.

          Verify Screen for Interaction Launcher

          Download and install the Verify Action from the Interaction Launcher Sample DataPack. If not installed, download and install the Interaction Launcher Sample DataPack to install the Verify Vlocity Action. See Download and Install an Interaction Launcher DataPack.

          Required Invocation Class Name Options

          ActionProcessService creates an interaction record.

          InteractionActionProcessService creates interaction record and Interaction Topics for Policies.

          CustomInteractionActionProcessService creates interaction record and Interaction Topics for Financial Accounts located in TSO.

          InteractionActionProcessService creates interaction record and Interaction Topics for Asset.

          1. Download and install the Verify action if it's not yet installed. See Download and Install an Interaction Launcher DataPack.
          2. Go to the Vlocity Actions tab in your org and click to open the Verify action.
          3. Click Clone from the down arrow in the submenu.
          4. Update Vlocity Actions Name.
          5. Confirm that the Invocation Class Name is one from the table on this page.
          6. Configure additional fields as needed. See Configure a Vlocity Action.
            Important
            Important

            Link Type must be set to Verification.

          7. Click Save.
          8. Add the action to your search widget. See Add a Vlocity Action to an Interaction Launcher Search Widget.
           
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          Salesforce Help | Article