Standard Knowledge Based Authentication Simple Setup
Verifying KBA issues with Signer Sender Inputs on Simple Setup Templates
Before version 6.xx, there was an issue that when enabling KBA on a signer would make the template partial. This was caused by an error in the app that was not setting up an internal value required on specific KBA Sender Inputs to validate the integrity of the template, called “Example Test”.
To verify that a template has that issue, it is possible to confirm that following these steps:
1.- Edit the template that is partial and KBA is enabled on a signer.
2.- Once the template is open, go to the “Static Links” button and click on it.
3.- Once clicked, it will popup a modal about Static Links setup.
4.- Scrolling down to the popup, we will be shown a “VALIDATE” button. It processes the template and check any issues on it. Click on it.
5.- Clicking on it will start validating the template and checking any issues that it may have. Once it finishes validating it, it will show us the issues that may have.
6.- If the template shows “Example Text KBA State must be in state abbreviation format Minnesota => MN)” and/or “Example Text KBA Zip code must be a 5 digit number”, those are the issues that may be causing the template partial.
To solve those issues, we need to do the following:
1.- Close the “Validation results” popup and cancel the changes on “Static Links” popup.
2.- One all the popups are closed, click on “EDIT SENDER INPUT” button at the top of the left menu, bellow the “EDIT ENVELOPE” button.
3.- Once clicked, it will be shown a “Manage Sender Input” popup where we can see all the sender inputs set for the template.
4.- Then, it is needed to look up for one of the sender inputs that are having issues, first we will look up for KBA State.
5.- Clicking on it will let us update the configurations of the sender input.
6.- Go to the “ADVANCED” tab.
7.- Then, it is needed to setup a Regular Expression, so the app automatically sets an Example Text for the Sender Input. In this case, it is needed to setup a Regular Expression that meets the requirements of the Knowledge Based Authentication provider for that respective field. Once we have it, we set it up on the Sender Input.
8.- Once the Regular Expression is set, proceed to click “SAVE SENDER INPUT”.
10.- The same will be needed for “KBA Zip Code”. Go to the configuration of the sender input and set the Regular Expression that fits for it.
In case that we have more than one signer, it will be required to update the respective KBA State and KBA Zip Code sender inputs for each signer.
Once all finished updating, we can go back to “Static Links” popup and click “VALIDATE” to see that the KBA errors are gone.
We can also verify that is fixed by checking the column “Partial” on the template list view has switched to “No”.
