An investor at Financepro authenticates and selects a link to access information at BankLtd. The investor is taken directly to the accounts area of the BankLtd website without having to sign on.
BankLtd maintains user identities for all customers at Financepro, but the identities differ from the identities at FinancePro. For example, at FinancePro, JohnDoe is a customer. At BankLtd, this same customer is identified as DoeJ. Regardless, BankLtd must control access to sensitive portions of the company website. To establish the federated identity, the partners agree on an attribute that maps to the appropriate identity for a single customer at either site.
The partners agree on which attribute to use during an out-of-band exchange of information, meaning that the agreement is not part of any communication in any message over a channel. For this example, the attribute that the partners agree upon is a certified financial planner license number, referred to as the CFPNum in each user store.
When a customer tries accessing the federated resource at BankLtd, the request triggers the single sign-on process. The assertion that is generated at FinancePro contains the CFPNum attribute. When BankLtd receives the assertion, an application at its site has to perform the user disambiguation process. The process relies on the attribute to determine which profile identity is used for the request.
The following illustration shows how the same users are identified differently at each partner.

Federation Manager lets you configure identity mapping as part of the partnership configuration process. For the NameID and attribute configuration, you define an attribute called CFPID. Associate this attribute with the user attribute CFPNum, which is the name of the attribute in the user store at each partner.
Federation Manager includes the attribute in the assertion. When BankLtd receives the assertion, the user disambiguation process links the attribute in the assertion to the appropriate record in its user store.
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