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Configuring Okta

Before beginning the setup you will need the following information from FinLegal. Please speak to your account manager who can supply this information:

  • Sign-in redirect URI
  • Initiate login URI

Step 1: Creating A New App Integration in Okta​

  1. Sign in to your Okta Admin Dashboard and navigate to Applications.
  2. Click Create App Integration.
  3. Select OIDC - Open Connect as the sign in method and Web Application as the application type.

    Create a new app integration Step 1
  4. Complete the following New Web App Integration and click Save.
SettingDetail
App integration nameSet to Claims Automation by Finlegal
Grant typeLeave as default, that is Client Credentials, Refresh Token, & Implicit (hybrid) should not be ticked and Authorization Code should be ticked.
Sign-in redirect URIsPlease speak to your account manager for this value.
Sign-out redirect URIsClear any value here by clicking Alt text.
We do not currently support redirecting the user after signing out of Claims Automation.
Controlled accessSet to Skip group assignment for now. This should be configured in accordance with your access policy to determine who should be able to login to Claims Automation.

  1. Under the General Settings section ensure User consent is not checked. If it is click Edit, uncheck Require consent and Save.

    Alt text

  2. Now we need you to share the following with your account manager. Please ensure all information is shared using a secure and reliable method.

SettingDetail
Client IDLocate the Client Credentials section in the General tab on the application configuration page (Applications > Claims Automation by Finlegal). Client ID should be found there, please copy and send across securely.
Client SecretIn the same Client Credentials section locate the Client Secrets list. There should be at least one secret listed, usually masked. Please copy and send across securely.
Authorization Server Metadata URIThis can be found Security > API > Authorization Servers (tab). Click on the authorisation server that is to be used. Under the Settings tab you will find the Metadata URI. Either send the contents of the link or the link itself, it should be accessible anonymously.

Step 2: Finlegal Setup​

Once we have received the information listed in the previous step we will configure SSO against your account.

We will then send you the url your users will use to initiate the login for SSO. Please follow the next step to add this to complete your SSO configuration.

Step 3: Adding The Initiate Login URI​

  1. Locate the Claims Automation by Finlegal application and click to view the settings.
  2. Click Edit in the General Settings section.
  3. Now complete the following and click Save.
SettingDetail
Initiate login URIPlease speak to your account manager for this value.

Example:
Alt text

Step 4: Testing SSO​

Direct your users to follow the Initiate Login URI. They may, or may not, be asked to authenticate by Okta after which they will be redirected to Claims Automation as per the example below.

https://user-images.githubusercontent.com/1143865/225955073-16c93495-a1cc-49bc-b982-129a4d086e58.mp4

FAQ​

TBC