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| Step | Description | Core Step Executes If | Plugins Run If Core Doesn't? (Optional) | Petition Status Following Step | Since |
|---|---|---|---|---|---|
| start | Initial step of an enrollment flow. The Petition artifact is created following successful completion (including any Plugins) of this step. | Introduction Text is defined | Yes | Created | v0.9.4 |
| selectEnrollee | Select an existing identity (CO Person or Org Identity) for this enrollment. | Identity Matching is set to Self or Select | No | Created | v0.9.4 |
| selectOrgIdentity | Select an Org Identity via an Org Identity Source for this enrollment. | One or more Enrollment Sources is attached in Search mode, and the petitioner is an admin | No | Created | v2.0.0 |
| petitionerAttributes | Collect attributes from the Petitioner. | Any Enrollment Attributes are defined | Yes | Created* | v0.9.4 |
| duplicateCheck | Call out to an external Identity Match server | Match Policy is External | Yes | Created | v4.1.0 |
| tandcPetitioner | Require agreement to Registry Terms and Conditions. | Terms and Conditions Mode is set to Explicit Consent or Implied Consent, and at least one T&C is Active, and Petitioner Enrollment Authorization is None or Authenticated User. | Yes (if Mode is Explicit Consent or Implied Consent) | Created | v4.1.0 |
| sendConfirmation | Send an email to confirm deliverability of Enrollee email address. | Require Confirmation of Email is set | No | Pending Confirmation | v0.9.4 |
| processConfirmation | Process the response to the email sent in the sendConfirmation step. | Require Confirmation of Email is set | No | Confirmed or Declined | v0.9.4 |
| collectIdentifier | The identifier used by the enrollee to authenticate (eg: Automatic linking for existing identifiers is handled in this step. | Require Confirmation of Email and Require Authentication are set | No | Confirmed | v0.9.4 |
| checkEligibility | Determine if the Enrollee is allowed to enroll, by querying an Organizational Identity Source for eligibility. | One or more Enrollment Sources is attached is attached in Search or Search, Required mode, and the petitioner is not an admin | No | Confirmed or Denied | v2.0.0 |
| tandcAgreement | Require agreement to Registry Terms and Conditions. | Terms and Conditions Mode is set to Explicit Consent or Implied Consent, and at least one T&C is Active, and (as of Registry v4.1.0) Petitioner Enrollment Authorization is not None or Authenticated User. | Yes (if Mode is Explicit Consent or Implied Consent) | Confirmed | v4.0.0 |
| establishAuthenticators | Allow the Enrollee to set up Authenticators. | Establish Authenticators is set | No | Confirmed | v3.3.0 |
| requestVetting | Request Vetting for the Enrollee. | Request Vetting is set | No | Pending Vetting | v4.1.0 |
| sendApproverNotification | Notify the approvers configured for the Enrollment Flow that the Petition is read for review and approval. | Require Approval For Enrollment is set | No | Pending Approval | v0.9.4 |
| approve | Process Petition approval. | Require Approval For Enrollment is set | No | Approved | v0.9.4 |
| deny | Process Petition denial. | Require Approval For Enrollment is set | No | Denied | v0.9.4 |
| sendApprovalNotification | Notify the enrollee that their Petition has been approved. | Require Approval For Enrollment is set | No | Approved | v0.9.4 |
| finalize | If the Petition is not denied, assign identifiers and set person status to Active. | No | Finalized or Denied | v0.9.4 | |
| provision | If the Petition is finalized, provision services. | No | Finalized | v1.0.1 |
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