Do Me a Favor, Open the Door, And Let ‘Em In: Including External Participants in PS Workflow

Session Number: 7202
Track: Exhibitor
Sub-Categorization: Financial Aid
Session Type: Tips and Tricks
Tags: External access, Financial Aid, GT eForms, Parent Access, Security, Self-provisioning, Tokens, Worflow
Primary Presenter: Paul Taylor [President, CEO - Gideon Taylor]
Co-Presenter: Scott Antin [VP Business Development]
Time: Mar 30, 2020 (09:45 AM - 10:45 AM)
Room: 115A

Mobile Cross listed Track(s): Admissions, Campus Community, Financial Aid, HCM, Innovations/New Technology, Public Sector, Technical & Reporting
Session Length: Regular Length (60 min)
Session Submission Type: Vendor
Knowledge level : Overview
Target Audience: Technical
Learning Objective 1: Understand security considerations for involving outside participants in PeopleSoft processes.
Learning Objective 2: Learn value of token-based invitations, authentication, and row-level data security.
Learning Objective 3: Participate in a self-provisioned PeopleSoft workflow experience.
Prerequisites : None
Advance preparation: No Advance Preparation Required
Platform Type: On-premise
Product: PeopleSoft
Version Presenting: PS 9.2
Level of Customization: None or N/A
Level of Partner Integration: Shared Institution/Partner
Project Phase: N/A
Project Go Live: N/A
Your Training in this Area: Over 20 years of experience in PeopleSoft, software development, and business process automation. PeopleSoft certifications in the following: PeopleTools I and II, PeopleCode, Business Process Design, Time and Labor
Element(s) of Engagement: Live Polling, Participants will complete some application/activity
CPE Approved Session: No

Description:  If you’re like other institutions, you have business processes that involve participants that don’t typically have PeopleSoft access. Whether it’s parents approving financial aid documents, vendors applying to do business, or new employees filling out pre-hire onboarding forms…all of these can benefit from having access to certain PeopleSoft pages and applications. You want to include them in the process, but how do you grant them appropriate access effectively, efficiently, and securely?

We’ll demonstrate an approach with the following components:
• Token-based authentication of external participants
• Self-provisioned external accounts and electronic signatures
• Public-facing PeopleSoft portal that isolates and protects secure content
• PS-based eForms that route workflow to and gather signatures from internal and external participants
• Row-level view security for external participants

Be sure to bring your own device; you’ll have a chance to participate!

More Information: