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Step | Description | Core Step Executes If | Plugins Run If Core Doesn't? (Optional) | Petition Status Following Step |
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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 |
selectOrgIdentity | Select an Org Identity via an Org Identity Source for this enrollment. | Org Identity Mode is not None | No | Created |
selectEnrollee | Select an existing identity (CO Person or Org Identity) for this enrollment. | Identity Matching is set to Self | No | Created |
petitionerAttributes | Collect attributes from the Petitioner. | No | Created* | |
sendConfirmation | Send an email to confirm deliverability of Enrollee email address. | Require Confirmation of Email is set | No | Pending Confirmation |
processConfirmation | Process the response to the email sent in the sendConfirmation step. | Require Confirmation of Email is set | No | Confirmed or Declined |
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 |
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 |
approve | Process Petition approval. | Require Approval For Enrollment is set | No | Approved |
deny | Process Petition denial. | Require Approval For Enrollment is set | No | Denied |
sendApprovalNotification | Notify the enrollee that their Petition has been approved. | Require Approval For Enrollment is set | No | Approved |
finalize | If the Petition is not denied, assign identifiers and set person status to Active. | No | Finalized or Denied |
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