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Configure Account Inbox Settings for Joiners

Account Inbox Settings for Joiners control how EmpowerID processes newly inventoried accounts from authoritative systems. These settings define the rules for matching accounts to existing Person identities (joining) and creating new Person identities when no match exists (provisioning). The Account Inbox Processor continuously evaluates accounts against these configured rules to ensure accurate identity management.

Configure Account Inbox Settings​

  1. Navigate to Identity Lifecycle → Settings → Account Inbox (Joiner) tab. This opens the Account Inbox (Joiner) form where you can configure join and provision rules for newly inventoried accounts. Account Inbox Joiner settings form

  2. In the JOIN AND PROVISION FILTER field, enter or modify the SQL filter logic.

    The default filter includes accounts that are active, not currently owned by a Person, not contact or non-personal accounts, and have valid first and last names. Customize this filter to meet organizational requirements.

  3. Select the join rule checkboxes to enable account matching criteria.

    Enable one or more rules to match inventoried accounts to existing Person identities:

    • Join by Birth Date and First Name and Last Name
    • Join by EmployeeID and First Name and LastName
    • Join by Email
    • Join by Email and First Name and Last Name
    • Join by Personal Email and First Name and Last Name
    • Join by EmployeeID
    • Join by EmployeeIDOther

  4. In the JOIN BY ACCOUNT ATTRIBUTES field, enter any additional attributes that must match (optional).

    All specified attributes must match for an account to join an existing Person identity.

  5. In the JOIN BY CUSTOM MATCH field, enter custom SQL logic to extend the join rules (optional).

    Example SQL:

    /* Extend join rules with department and city/state matching */
    make it active    --retrieve personID by Department, first and last name UPDATE A    SET A.PersonID = PJoined.PersonID,   A.AttributeJoinedDepartment
    JOIN (            SELECT MIN(PersonID) PersonID, P.Department , P.LastName , P.FirstName                FROM Person P WITH (NOLOCK)            WHERE P.Department IS NOT NULL AND PersonID > 3
    GROUP BY P.Department, P.LastName , P.FirstName                HAVING COUNT(1)=1 ) PJoined ON PJoined.Department = A.Department AND PJoined.LastName = A.LastName

  6. In the JOIN RULE field, specify whether joining is allowed.

    Syntax:

    • A.AllowJoin = 1 – Joining is allowed
    • A.AllowJoin = 0 – Joining is disabled

    Default: A.AllowJoin = 1

  7. In the PROVISION RULE field, enter or modify the SQL condition for creating new Person identities.

    Default provision rule:

    A.AllowProvision = 1 AND EXISTS(SELECT 1 FROM AccountStore S WHERE A.AccountStoreID = S.AccountStoreID AND S.AllowPersonProvisioning = 1)

    This rule creates new Person identities when provisioning is allowed and the account's AccountStore permits Person provisioning.

  8. In the ACCOUNTS TO EXCLUDE FROM JOIN field, specify accounts to exclude from the join process (optional).

    Enter comma-separated AccountIDs (11109,1108,5555) or a SQL condition (SELECT AccountID FROM {TABLE} WHERE {Condition}).

  9. In the ACCOUNTS TO EXCLUDE FROM PERSON PROVISION field, specify accounts to exclude from provisioning (optional).

    Enter comma-separated AccountIDs (11109,1108,22334) or a SQL condition (SELECT AccountID FROM {TABLE} WHERE {Condition}).

  10. Click Save.