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StepDescriptionCore Step Executes IfPlugins Run If Core Doesn't? (Optional)Petition Status Following StepSince
startInitial step of an enrollment flow. The Petition artifact is created following successful completion (including any Plugins) of this step.Introduction Text is definedYesCreatedv0.9.4
selectEnrolleeSelect an existing identity (CO Person or Org Identity) for this enrollment.Identity Matching is set to Self or SelectNoCreatedv0.9.4
selectOrgIdentitySelect 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 adminNoCreatedv2.0.0
petitionerAttributesCollect attributes from the Petitioner.Any Enrollment Attributes are definedYesCreated*v0.9.4
duplicateCheckCall out to an external Identity Match serverMatch Policy is ExternalYesCreatedv4.1.0
tandcPetitionerRequire 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)Createdv4.1.0
sendConfirmationSend an email to confirm deliverability of Enrollee email address.Require Confirmation of Email is setNo

Pending Confirmation

v0.9.4
processConfirmationProcess the response to the email sent in the sendConfirmation step.Require Confirmation of Email is setNoConfirmed or Declinedv0.9.4
collectIdentifier

The identifier used by the enrollee to authenticate (eg: $REMOTE_USER) is attached to the Org Identity created by the Petition.

Automatic linking for existing identifiers is handled in this step.

Require Confirmation of Email and Require Authentication are setNoConfirmedv0.9.4
checkEligibilityDetermine 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 adminNoConfirmed or Deniedv2.0.0
tandcAgreementRequire 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)Confirmedv4.0.0
establishAuthenticatorsAllow the Enrollee to set up Authenticators.Establish Authenticators is setNoConfirmedv3.3.0
requestVettingRequest Vetting for the Enrollee.Request Vetting is setNoPending Vettingv4.1.0
sendApproverNotificationNotify the approvers configured for the Enrollment Flow that the Petition is read for review and approval.Require Approval For Enrollment is setNoPending Approvalv0.9.4
approveProcess Petition approval.Require Approval For Enrollment is setNoApprovedv0.9.4
denyProcess Petition denial.Require Approval For Enrollment is setNoDeniedv0.9.4
sendApprovalNotificationNotify the enrollee that their Petition has been approved.Require Approval For Enrollment is setNoApprovedv0.9.4
finalizeIf the Petition is not denied, assign identifiers and set person status to Active.
NoFinalized or Deniedv0.9.4
provisionIf the Petition is finalized, provision services.
NoFinalizedv1.0.1

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