Documentation

Quality Assurance Screen Share

Achieve a seamless launch by verifying the successful completion of integration and adherence to best practices. The pivotal element for a successful launch hinges on the QA screen share, which ensures the integration is fully validated. Initiate this process by coordinating with your Solution Consultant to confirm your readiness to share your integration with the ID.me team – the essential first step.

What is a Quality Assurance Screen Share?

A Quality Assurance Screen Share is the final requirement before going live, and is key to a successful launch. Your team will walk ID.me through the end-to-end user experience in a non-production environment to confirm the integration is complete before moving to production.

Prerequisites

  • Your integration is confirmed complete by your technical team
  • Test credentials have been leveraged during development

Step 1. Complete QA Screen Share

During the QA Screen Share, the ID.me team will thoroughly analyze and review the flow displayed in your non-production environment. Confirming best practices are being followed and reported issues have been resolved during this step is key to a successful go live.

The ID.me team will:

  • Request a link to test the UX internally
  • Validate application activity is visible on the ID.me side (e.g. user activity, authorization codes generated, user information is returned)
  • Do members redirect to the right page?
  • Integration follows best practices on the ID.me Brand Assets page
  • Identify vulnerabilities pre and post verification (e.g. is the partner not encrypting responses?)
  • Confirm information is not stored on the DOM
  • Integration location on the your site
  • Any special steps needed to access the benefits or services
  • Desktop and mobile UX is consistent
  • If pop-up or full page redirect is being leveraged
  • Verify the button/copy is visible
  • "What is ID.me" or FAQ link/page is visible
  • Success messaging is displayed post verification
  • What visible attributes are display and pre-populating fields
  • They partner is handling any errors returned (e.g. ?error=access_denied if a user clicks “Deny” on the consent screen)
  • Did all test credentials verify successfully?
  • Is there any special logic in place to gate by a specific subgroup or atrribute? (e.g. Only Respiratory Therapists qualify, Military Service End Date being less than 3 years, etc)
  • Are you parsing the response correctly?
  • If receiving failed verifications, what does their (“Return to Partner”) UX look like?

Use Case Specific

  • Promotion offer is clearly displayed
  • Offer has visibility throughout the website (e.g. landing page, footer link, and banner)
  • Promotion type, if applicable (e.g. promotion, cart rule, promo code)

Step 2. Addtional Context Requested

Your account team will wrap up with some additional clarifying questions about your integration experience and the expected next steps to go live that are vital to pushing the integration over the finish line.

  • Did you encounter any issues or missteps in setup?
  • What could we have done better to assist with integration?
  • Any other questions or support required related to integration?
  • Are there special considerations ID.me should be aware of regarding your servers?
  • Are your servers all located in the US?