METHOD AND SYSTEM FOR DECLARATIVE CONFIGURATION OF USER SELF-REGISTRATION AND LOG IN PAGES AND PROCESSES FOR A SERVICE PROVIDER AND AUTOMATIC DEPLOYMENT OF THE SAME

• US 20200034160A1
• Filed: 07/27/2018
• Published: 01/30/2020
• Est. Priority Date: 07/27/2018
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Koren, Sergio Isaac, Vangpat, Alan, Mortimore, JR., William C., Glazer, Ian
• Granted Patent: US 10,705,860 B2
• Time in Patent Office: Days
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/0484 for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
• CPC Class Codes: G06F 9/451 Execution arrangements for user interfaces
• CPC Class Codes: H04L 41/0253 using browsers or web-pages for accessing management information
• CPC Class Codes: H04L 63/0815 providing single-sign-on or federations
• CPC Class Codes: H04L 63/083 using passwords cryptographic mechanisms or cryptographic arrangements for entity authentication using a predetermined code H04L9/3226
• CPC Class Codes: H04L 63/0838 using one-time-passwords
• CPC Class Codes: H04L 63/0861 using biometrical features, e.g. fingerprint, retina-scan cryptographic mechanisms or cryptographic arrangements for entity authentication using biological data H04L9/3231
• CPC Class Codes: H04L 63/0884 by delegation of authentication, e.g. a proxy authenticates an entity to be authenticated on behalf of this entity vis-à-vis an authentication entity
• CPC Class Codes: H04L 65/1073 Registration or de-registration
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46

Abstract

Methods and systems are provided for configuring an interview-based log in process and a corresponding interview-based log in page for a particular service provider. A graphical user interface (GUI) is displayed at a user system of an administrator. The GUI includes a plurality of options for configuring different interview-based log in processes and corresponding interview-based log in pages for that particular service provider. The administrator to configure the interview-based log in process and the corresponding interview-based log in page for deployment. The administrator can specify a type of log in prompt to define how a user is identified and looked-up, and a type of authentication mechanism to define how the user will be authenticated for the service provider. The type of log in prompt and the type authentication mechanism can be one of a plurality of different types that can be specified by the administrator.

Claims

1. A method for configuring an interview-based log in process and a corresponding interview-based log in page for a particular service provider, the method comprising:

displaying, at a user system of an administrator of the particular service provider, a graphical user interface that includes a plurality of options for configuring different interview-based log in processes and corresponding interview-based log in pages for the particular service provider;

via the graphical user interface;

selecting an interview-based log in option that allows the administrator to configure the interview-based log in process and the corresponding interview-based log in page for deployment by that particular service provider;

specifying a type of log in prompt to define how a user is identified and looked-up during the interview-based log in process for that service provider, wherein the type of log in prompt is one of a plurality of different types of log in prompts that can be specified by the administrator; and

specifying a type of authentication mechanism to define how the user will be authenticated as part of the interview-based log in process for the service provider after entering their identity information at the specified log in prompt for the service provider, wherein the type of authentication mechanism is one of a plurality of different types of authentication mechanisms that can be specified by the administrator.

2. The method according to claim 1, further comprising:

automatically deploying the interview-based log in page having features and logic for the interview-based log in process that are customized for that particular service provider.

3. The method according to claim 1, wherein the interview-based log in page is for a web site, an application or a service offered by that particular service provider via an application platform of a cloud-based server system,

wherein the particular service provider is one of a plurality of service providers that offer resources to users via the application platform, and

wherein administrators for each service provider can declaratively configure via the graphical user interface a customized interview-based log in page and a corresponding customized interview-based log in process and deploy the customized interview-based log in page and the corresponding customized interview-based log in process via the application platform.

4. The method according to claim 1, the method further comprising:

selecting a user self-registration setup option to configure a user self-registration process and a corresponding user self-registration page for deployment by that particular service provider, wherein the corresponding user self-registration page is for a web site, an application or a service offered by that particular service provider that is provided by an application platform of a cloud-based multi-tenant system;

specifying a type of identifier associated with the user to be verified as part of the user self-registration process for the service provider, and a type of self-registration verification process to define how a user will be verified as part of the user self-registration process for the service provider after providing the type of identifier for the service provider.

5. The method according to claim 4, wherein the identifier is a user credential that defines how the user will contacted to complete the user self-registration process,

wherein the self-registration verification process is a corresponding self-registration verification process that specifies how the user will be verified as part of the user self-registration process after entering the user credential at a prompt presented at the corresponding user self-registration page, and

wherein the corresponding self-registration verification process allows the user credential entered at the prompt presented at the corresponding user self-registration page to be verified.

6. The method according to claim 4, further comprising:

via the graphical user interface;

selecting which user fields are to be included in a graphical user interface of the corresponding self-registration page to collect user information during the user self-registration process, wherein the user fields comprise a first name of the user, a last name of the user, a username of the user, an email address of the user, a phone number of the user, and a nickname of the user;

selecting an option to specify whether the user is required to set a password as part of the user self-registration process; and

specifying user creation information required as part of the user self-registration process.

7. The method according to claim 1, wherein the corresponding interview-based log in page is for a web site, an application or a service offered by that particular service provider that is provided by an application platform of a cloud-based multi-tenant server system.

8. The method according to claim 1, wherein the type of log in prompt accepts one or more of:

an email address of the user, a telephone number of the user, a social security number of the user, or another unique identifier for the user, and

wherein the type of authentication mechanism includes one or more of;

a prompt for a password, a prompt for a one-time-password or passcode sent to the user via text message or via email message, a redirection to an identity provider for authentication, and a prompt for a biometric input by the user.

9. A system comprising:

a user system of an administrator of the particular service provider, comprising;

a display configured to display a graphical user interface that includes a plurality of options for configuring different interview-based log in processes and corresponding interview-based log in pages for the particular service provider, wherein the graphical user interface is configured to receive;

a first input to select one of the options to configure the interview-based log in process and the corresponding interview-based log in page for deployment by that particular service provider;

a second input to specify a type of log in prompt associated with a user to be verified as part of the interview-based log in process for the service provider, wherein the type log in prompt defines how the user is identified and looked-up during the interview-based log in process for the service provider, and wherein the type of log in prompt is one of a plurality of different types of identifiers that can be specified by the administrator; and

a third input to specify a type of authentication mechanism to define how the user will be authenticated as part of the interview-based log in process for the service provider, wherein the type of authentication mechanism defines how the user will be authenticated as part of the interview-based log in process for that service provider, wherein the type of authentication mechanism is one of a plurality of different types of authentication mechanisms that can be specified by the administrator; and

a server system in communication with the user system, wherein server system comprises;

an application platform is configured to receive the first input, the second input, and the third input, and to generate the interview-based log in page based on the first input, the second input and the third input, wherein the interview-based log in page comprises features and logic for the interview-based log in process that are customized for that particular service provider.

10. The system according to claim 9, wherein the application platform is further configured to automatically deploy the interview-based log in page in response to a request from the user, and wherein the interview-based log in page is for a web site, an application or a service offered by that particular service provider via the application platform, wherein the server system is a cloud-based server system.

11. The system according to claim 9, wherein the particular service provider is one of a plurality of service providers that offer resources to users via the application platform, and wherein administrators for each service provider can declaratively configure, via the graphical user interface, a customized interview-based log in page and a corresponding customized interview-based log in process for that particular service provider, and automatically deploy the customized interview-based log in page and the corresponding customized interview-based log in process to users via the application platform upon configuration of the customized interview-based log in page and the corresponding customized interview-based log in process.

12. The system according to claim 9, wherein the display is further configured to display:

another graphical user interface that is configured to receive;

a fourth input to select a user self-registration setup option to configure a user self-registration process and a corresponding user self-registration page for deployment by that particular service provider; and

a fifth input to select from a plurality of options;

a type of user credential that defines how the user will contacted after completing the user self-registration process, and a particular user self-registration process to define how the user will be verified for that service provider.

13. The system according to claim 9, wherein the particular user self-registration process is a corresponding self-registration verification process that specifies how the user will be verified as part of the user self-registration process after entering the user credential at a prompt presented at the corresponding user self-registration page, and

wherein the corresponding self-registration verification process allows the user credential entered at the prompt presented at the corresponding user self-registration page to be verified redirection.

14. The system according to claim 9, wherein the other graphical user interface is further configured to receive other inputs that specify:

user fields that are to be included in a graphical user interface of the corresponding self-registration page to collect user information during the user self-registration process, wherein the user fields comprise one or more of a first name of the user, a last name of the user, a username of the user, an email address of the user, a phone number of the user, and a nickname of the user;

whether the user is required to set a password as part of the user self-registration process; and

user creation information required as part of the user self-registration process.

15. The system according to claim 9, wherein the corresponding interview-based log in page is for a web site, an application or a service offered by that particular service provider that is provided by an application platform of a cloud-based multi-tenant system.

16. The system according to claim 9, wherein the type of log in prompt accepts one of:

an email address of the user, a telephone number of the user, a social security number of the user, or another unique identifier for the user, and

wherein the type of authentication mechanism includes one or more of;

a prompt for a password, a prompt for a one-time-password or passcode sent to the user via text message or via email message, a redirection to an identity provider for authentication, and a prompt for a biometric input by the user.

17. A computing system, comprising:

a processor; and

a display configured to display a graphical user interface, the graphical user interface comprising;

a first user interface element that presents a plurality of options for configuring different interview-based log in processes and corresponding interview-based log in pages for a particular service provider, wherein the graphical user interface is configured to receive a first input to select one of the plurality of options to configure an interview-based log in process and a corresponding interview-based log in page for automatic deployment by the particular service provider;

a second user interface element configured to receive a second input to specify a type of log in prompt associated with a user to be authenticated as part of the interview-based log in process for the service provider, wherein the type of log in prompt is one of a plurality of different types of log in prompts that can be specified, wherein each type of log in prompt defines how the user is identified and looked-up during the interview-based log in process for that service provider; and

a third user interface element configured to receive a third input to specify a type of authentication mechanism to define how the user will be authenticated as part of the interview-based log in process for the service provider after entering information at the specified log in prompt, wherein the type of authentication mechanism is one of a plurality of different types of authentication mechanisms that can be specified by the administrator, and

wherein the processor is configured to communicate the first input, the second input, and the third input to a server system that comprises an application platform, wherein the application platform is configured to generate the corresponding interview-based log in page based on the first input, the second input and the third input, wherein the corresponding interview-based log in page comprises features and logic for the interview-based log in process that are customized for that particular service provider.

18. The computing system according to claim 17, wherein the display is further configured to display another graphical user interface for a user self-registration process and a corresponding user self-registration page,

wherein a fourth input selects a user self-registration setup option to configure the user self-registration process and the corresponding user self-registration page for deployment by that particular service provider,

wherein a fifth input selects the type of verification process that defines how the user will be verified as part of the user self-registration process for the service provider after entering a user credential at the corresponding user self-registration page, and

wherein the corresponding user self-registration page is for a web site, an application or a service offered by that particular service provider that is provided by the application platform of a cloud-based multi-tenant system.

19. The computing system according to claim 18, wherein the identifier is a user credential that defines how the user will contacted to complete the user self-registration process,

wherein the verification process is a corresponding self-registration verification process that specifies how the user will be verified as part of the user self-registration process after entering a user credential at a prompt presented at the corresponding user self-registration page, and

wherein the corresponding self-registration verification process allows the user credential entered at the prompt presented at the corresponding user self-registration page to be verified redirection.

20. The computing system according to claim 17, wherein the corresponding interview-based log in page is for a web site, an application or a service offered by that particular service provider that is provided by an application platform of a cloud-based multi-tenant system;

wherein the type of log in prompt accepts one of;

an email address of the user, a telephone number of the user, a social security number of the user, or another unique identifier for the user; and

wherein the type of authentication mechanism includes one or more of;

a prompt for a password, a prompt for a one-time-password or passcode sent to the user via text message or via email message, a redirection to an identity provider for authentication, and a prompt for a biometric input by the user.