Set SSN and FEIN contact field validation

Your agency can capture the social security number (SSN) and federal employer identification number (FEIN) information during the registration process for a public user account or during record creation. This functionality is useful so public users can search for records based on data entry for those fields and check for duplicate contacts in Civic Platform and its add-ons. Using EMSE, Citizen Access leverages the SSN and FEIN fields to validate the current contact against existing contacts in Civic Platform and its add-ons. Based on the results from contact validation during page flow, Citizen Access will either automatically creates a new contact in Civic Platform or associates the public user account and/or record with the existing contact in the database.

The Enable FEIN mask setting is available on the Global settings page of Citizen Access setup. See FEIN mask settings. This section provides instructional text to configure SSN and FEIN contact fields so you can leverage them towards data collection and data validation.

To set SSN and FEIN contact field validation

  1. Verify the SSN and FEIN fields are visible and/or required on the Enter information page of registration.

    1. Navigate to General > Pages > Registration > Enter information.

    2. Select the Contact information section and select or clear the check boxes for Visible and Required for SSN and FEIN.

  2. Enable the FEIN mask security setting on the Global setting page. For more information, see FEIN mask settings.

  3. Associate the RegisterSubmitAfter event with the following scripts for validation during the registration process:

    ACA_PUBLICUSER_Register_AssociateRefContacts. This script associates the duplicate reference contact to the public user account. If there is not a duplicate reference contact, Citizen Access creates a contact according to the public user input as a citizen contact type.

  4. Associate ApplicationSubmitAfter Event with the following script for validation during the record creation process:

    ACA_Cap_AssociateReferenceContacts. This script associates the reference contact information to the public user record.

  5. Associate the BeforeButton event in page flow configuration with the following script: For more information about page flow, see Associate scripts with a page.

    ACA_PageFlow_Contacts_SSN_FEIN_Validation. This script checks Civic Platform for a duplicate FEIN and SSN based on the public user input against the reference contact information.