Prerequisite
OCR will need to provide you with a username, encrypted username, and encrypted password before you can connect Envoy to OCR. You will not be able to connect using unencrypted credentials. You must obtain these encrypted credentials from OCR.
How does this app work?
The OCR integration screens Envoy invitees and visitors against the OCR EASE Watch List. When a visitor is invited or signs in with Envoy, the integration will check them against government and non-government most current restricted, denied, or prohibited party lists to ensure no business transactions occur with an entity that is prohibited by law.
Envoy logs into OCR as the SBU you specify, so we utilize the lists and settings you specify for that SBU in OCR.
In Envoy, you can configure which visitor types should be screened and who should be notified if there's a match. Visitors that are matched via the dataset will not be able to enter your workplace and will require review from your team to enter.
How visitors experience screening
Visitors will have no way of knowing that they are being screened or that they’ve matched a restricted party.
What happens when there is a match?
When a visitor returns a match through the Identity Screening app, Envoy notifies the administrators you’ve designated to receive alerts. These people will receive alerts through the preferred notification channels set in their profile.
Here’s what the alerts will look like:
Enabling the OCR integration
Go to Apps → All Apps in the Envoy dashboard.
Search for OCR and click Install on the corresponding result.
On the Connect step, enter the encrypted username and password provided to you by OCR, as well as the API endpoint for your OCR instance (should end with
/webservices/dpss), plaintext username for the Envoy user, and the SBU code for the Envoy user:
On the Configuration step, choose the visitor types that should be checked against the watch list, as well as the employees that should receive the report as described above in "What happens when there is a match?"
Click “Complete Setup”