Result of the Integration
With this integration, users can now login to their Power Pages account and view organisational policies that have been populated from a Dataverse table. Users can verify their identity by initiating the Know Your Customer (KYC) check by clicking the button labelled ‘KYC Check’. This triggers the check process.
This action triggers a flow powered by Power Automate and Azure Functions. Once a user has clicked ‘KYC Check’, the record will be updated to the ‘Awaiting KYC Check’ status. A request is then automatically generated and sent to the user to continue with the verification process.
An Azure Function is used to receive and verify requests from ThirdFort. When the verification is successful, it will be forwarded to a Power Automate flow that is responsible for handling ThirdFort notifications.
It will then receive the PolicyID, ensuring consistent updates within Dataverse. The API will be used to create the ThirdFort report which verifies that the user has passed the ThirdFort KYC check. The associated KYC documents are saved as a PDF file type, conveniently named using the PolicyNumber in Dataverse. This enables users to easily differentiate between policy documents.
The notification handler will also locate any additional documents that have been provided by a user and will save these documents as a ZIP file. The PolicyNumber will be included within the file name.