What does this section cover?

Applying Access Token Definition Settings

Access Token Definitions provide a plethora of settings related to the access token attributes, such as the Pass Code, the Identifier and the Authentication Code.
In this manual you can find out how the system behaves for each of the settings that can be defined in the Access Token Definitions

Validations & Restrictions

Applying Identifier Settings

Applying Pass Code Settings

Applying Authentication Code Settings

Applying Automation Settings on Access Tokens Identifier and Pass Code

Image RemovedCRMCOM-2829 - Ability to use access tokens to identify accounts receivable IN PROGRESS

This process is used to apply automation setting on access tokens identifier and pass code. The following logic is applied:

Setting	Validations & System Processing
Selected: Allow Creating Access Tokens with no identifier and pass code

" is enabled on the active access token definition then

	On creating or updating an access token If the identifier is not specified and not generated automatically then No validation error will be thrown If the pass code is not specified and not generated automatically then No validation error will be thrown

If the "

Not Selected: Allow Creating Access Tokens with no identifier and pass code

" is not enabled on the active access token definition then

	On creating or updating an access token If the identifier is not specified and not generated automatically then A validation error will be thrown If the pass code is not specified and not generated automatically then A validation error will be thrown

Applying Accounts Receivable Settings on relating Access Tokens with Accounts Receivable

Image RemovedCRMCOM-2829 - Ability to use access tokens to identify accounts receivable IN PROGRESS

This process is used to apply accounts receivable settings while relating an access token with an accounts receivable. The following logic is applied:

Setting	Validations & System Processing
Selected: Allow Creating Access Tokens on Creating Accounts Receivable

" is enabled then

	It

should be

is possible to create new access tokens while creating a new or an existing accounts receivable

If the "

Not Selected: Allow Creating Access Tokens on Creating Accounts Receivable

" is not enabled then

	It

 should

is not

be possible

possible to create new access tokens while creating a new or an existing accounts receivable. The system will only allow selecting existing access tokens

If the "

Selected: Always require at least one access token

" is enabled then

	The system will validate that at least one access token is related with the accounts receivable which is created or updated

If the "

Defined: Maximum number of access tokens

" is specified

	The system will validate that the access tokens related with the accounts receivable which is created or updated, are equal or less than the specified number

Applying Rewards Participants Settings on relating Access Tokens with Rewards Participants

Image RemovedCRMCOM-2829 - Ability to use access tokens to identify accounts receivable IN PROGRESS

This process is used to apply rewards participants settings while relating an access token with a rewards participant. The following logic is applied:

Setting	Validations & System Processing
Selected: Allow Creating Access Tokens on Creating Rewards

Participant" is enabled then

Particiapnts	It

should be

is possible to create new access tokens while creating a new or an

existing rewards participant
If the "

existing Rewards Particiapnts
Not Selected: Allow Creating Access Tokens on Creating Rewards

Participant" is not enabled thenIt should not be possible

Particiapnts	It is not possible to create new access tokens while creating a new or an existing

rewards participant

Rewards Particiapnts. The system will only allow selecting existing access tokens

If the "

Selected: Always require at least one access token

" is enabled then

	The system will validate that at least one access token is related with

the rewards participant which

the Rewards Particiapnts which is created or updated

If the "

Defined: Maximum number of access tokens

" is specified

	The system will validate that the access tokens related with

the rewards participant which

the Rewards Particiapnts which is created or updated, are equal or less than the specified number

Validating information based on specified Format

Image RemovedCRMCOM-3923 - Ability to set up business rules that will define and validate the format of the access token authentication informationTO BE APPROVED

This process is used to validate the authentication code, identifier and pass code based on the format which is specified on the active access token definition. The following logic is applied (on each type of information that will be validated):

• On creating or updating an access token then
  • If the automatic creation method is set to None then
    • For the authentication code and identifier
      
      • If the format is set to email address then
        • The specified authentication code or identifier should be validated as email based on the following logic:
          • The structure should be localpart@domain
          • "@" character should exist
          • The local part should not start or end with a dot (".")
          • The local part should not include two or more successive dots (".")
          • The domain part should not start or end with a dot (".")
          • The domain part should not include two or more successive dots (".")
          • The domain part should include at least one dot (".")
      • If the format is set to number then
        • The specified authentication code or identifier should be validated as number based on the following logic:
          • It should include only integer numbers (0-9)
          • If the minimum length is specified then the length should be equal or greater than the specified value
      • If the format is set to free text then
        
        • The specified authentication code or identifier should be validated as free text based on the following logic:
        • If the minimum length is specified then the length should be equal or greater than the specified value
        • • If the minimum number of alphabetical characters is specified then the number of alphabetical characters (a-z) should be equal or greater than the specified value
          • If the minimum number of integers is specified then the number of integers (0-9) should be equal or greater than the specified value
          • If the minimum number of other (special) characters is specified then the number of other (special) characters should be equal or greater than the specified value
    • For the pass code
      • The specified pass code should be validated as free text based on the following logic:
      • If the minimum length is specified then the length should be equal or greater than the specified value
      • If the minimum number of alphabetical characters is specified then the number of alphabetical characters (a-z) should be equal or greater than the specified value
      • If the minimum number of integers is specified then the number of integers (0-9) should be equal or greater than the specified value
      • If the minimum number of other (special) characters is specified then the number of other (special) characters should be equal or greater than the specified value

Rewards Particiapnt Related

 

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