e-Ident WorkFlow Action

The Workflow Action uses the e-Ident API of Global Group TDA Germany GmbH as an interface to send a request to the Micro_Data service for data enrichment based on the microgeographical data system Micro_Data.

The actual data enrichment – i.e., the microgeographical and sociodemographic attributes – is performed based on address referencing. The result is written as a complete JSON object into a target field defined by you.

This article explains how to configure and use the “e-Ident” Workflow Action within a workflow.

Before the Workflow Action can be used, the following steps must be completed:

1. Installation of the e-Ident package (provides the technical API connection)
2. Configuration of the external e-Ident service

All details can be found in the Help Center article Micro_Data (e-Ident). The e-Ident Workflow Action will only be available in the Workflow Editor once this technical setup has been fully completed.

The data request is executed via the Workflow Action type “Retrieve eIdent Data”.
You can find this Action type within the workflow configuration under the Actions section in the “Select Actions” dropdown.

After selecting the Action type, you must define which data from the record will be transmitted to the Micro_Data service.
The following fields are required or optionally assignable:

Mandatory fields for data enrichment:

• Postal Code
• City
• Street (including house number)

Optional additional fields (if available):

• First Name
• Last Name
• Email Address
• Phone Number
• Date of Birth

In addition, you define a target field in which the complete JSON result of the Micro_Data service will be stored.

• The Workflow Action will only function if the entire e-Ident interface has been set up correctly; see the Help Center article Micro_Data (e-Ident).
• The structure and quality of the Micro_Data results depend on the address and personal data provided.
• Further information on general workflow configuration can also be found in the corresponding Help Center article.