Define a self-asserted technical profile in an Azure Active Directory B2C custom policy

Note

In Azure Active Directory B2C, custom policies are designed primarily to address complex scenarios. For most scenarios, we recommend that you use built-in user flows.

All interactions in Azure Active Directory B2C (Azure AD B2C) where the user is expected to provide input are self-asserted technical profiles. For example, a sign-up page, sign-in page, or password reset page.

Protocol

The Name attribute of the Protocol element needs to be set to Proprietary. The handler attribute must contain the fully qualified name of the protocol handler assembly that is used by Azure AD B2C, for self-asserted: Web.TPEngine.Providers.SelfAssertedAttributeProvider, Web.TPEngine, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null

The following example shows a self-asserted technical profile for email sign-up:

<TechnicalProfile Id="LocalAccountSignUpWithLogonEmail">
  <DisplayName>Email signup</DisplayName>
  <Protocol Name="Proprietary" Handler="Web.TPEngine.Providers.SelfAssertedAttributeProvider, Web.TPEngine, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null" />

Input claims

In a self-asserted technical profile, you can use the InputClaims and InputClaimsTransformations elements to prepopulate the value of the claims that appear on the self-asserted page (display claims). For example, in the edit profile policy, the user journey first reads the user profile from the Azure AD B2C directory service, then the self-asserted technical profile sets the input claims with the user data stored in the user profile. These claims are collected from the user profile and then presented to the user who can then edit the existing data.

<TechnicalProfile Id="SelfAsserted-ProfileUpdate">
...
  <InputClaims>
    <InputClaim ClaimTypeReferenceId="alternativeSecurityId" />
    <InputClaim ClaimTypeReferenceId="userPrincipalName" />
    <InputClaim ClaimTypeReferenceId="givenName" />
    <InputClaim ClaimTypeReferenceId="surname" />
  </InputClaims>

Display claims

The display claims feature is currently in preview.

The DisplayClaims element contains a list of claims to be presented on the screen for collecting data from the user. To prepopulate the values of display claims, use the input claims that were previously described. The element may also contain a default value.

The order of the claims in DisplayClaims specifies the order in which Azure AD B2C renders the claims on the screen. To force the user to provide a value for a specific claim, set the Required attribute of the DisplayClaim element to true.

The ClaimType element in the DisplayClaims collection needs to set the UserInputType element to any user input type supported by Azure AD B2C. For example, TextBox or DropdownSingleSelect.

Add a reference to a DisplayControl

In the display claims collection, you can include a reference to a DisplayControl that you've created. A display control is a user interface element that has special functionality and interacts with the Azure AD B2C back-end service. It allows the user to perform actions on the page that invoke a validation technical profile at the back end. For example, verifying an email address, phone number, or customer loyalty number.

The following example TechnicalProfile illustrates the use of display claims with display controls.

  • The first display claim makes a reference to the emailVerificationControl display control, which collects and verifies the email address.
  • The fifth display claim makes a reference to the phoneVerificationControl display control, which collects and verifies a phone number.
  • The other display claims are ClaimTypes to be collected from the user.
<TechnicalProfile Id="Id">
  <DisplayClaims>
    <DisplayClaim DisplayControlReferenceId="emailVerificationControl" />
    <DisplayClaim ClaimTypeReferenceId="displayName" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="givenName" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="surName" Required="true" />
    <DisplayClaim DisplayControlReferenceId="phoneVerificationControl" />
    <DisplayClaim ClaimTypeReferenceId="newPassword" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="reenterPassword" Required="true" />
  </DisplayClaims>
</TechnicalProfile>

As mentioned, a display claim with a reference to a display control may run its own validation, for example verifying the email address. In addition, the self-asserted page supports using a validation technical profile to validate the entire page, including any user input (claim types or display controls), before moving on to the next orchestration step.

Combine usage of display claims and output claims carefully

If you specify one or more DisplayClaim elements in a self-asserted technical profile, you must use a DisplayClaim for every claim that you want to display on-screen and collect from the user. No output claims are displayed by a self-asserted technical profile that contains at least one display claim.

Consider the following example in which an age claim is defined as an output claim in a base policy. Before adding any display claims to the self-asserted technical profile, the age claim is displayed on the screen for data collection from the user:

<TechnicalProfile Id="id">
  <OutputClaims>
    <OutputClaim ClaimTypeReferenceId="age" />
  </OutputClaims>
</TechnicalProfile>

If a leaf policy that inherits that base subsequently specifies officeNumber as a display claim:

<TechnicalProfile Id="id">
  <DisplayClaims>
    <DisplayClaim ClaimTypeReferenceId="officeNumber" />
  </DisplayClaims>
  <OutputClaims>
    <OutputClaim ClaimTypeReferenceId="officeNumber" />
  </OutputClaims>
</TechnicalProfile>

The age claim in the base policy is no longer presented on the screen to the user - it's effectively "hidden." To display the age claim and collect the age value from the user, you must add an age DisplayClaim.

Output claims

The OutputClaims element contains a list of claims to be returned to the next orchestration step. The DefaultValue attribute takes effect only if the claim has never been set. If it was set in a previous orchestration step, the default value does not take effect even if the user leaves the value empty. To force the use of a default value, set the AlwaysUseDefaultValue attribute to true.

For security reasons, a password claim value (UserInputType set to Password) is available only to the self-asserted technical profile's validation technical profiles. You cannot use password claim in the next orchestration steps.

Note

In previous versions of the Identity Experience Framework (IEF), output claims were used to collect data from the user. To collect data from the user, use a DisplayClaims collection instead.

The OutputClaimsTransformations element may contain a collection of OutputClaimsTransformation elements that are used to modify the output claims or generate new ones.

When you should use output claims

In a self-asserted technical profile, the output claims collection returns the claims to the next orchestration step.

Use output claims when:

  • Claims are output by output claims transformation.
  • Setting a default value in an output claim without collecting data from the user or returning the data from the validation technical profile. The LocalAccountSignUpWithLogonEmail self-asserted technical profile sets the executed-SelfAsserted-Input claim to true.
  • A validation technical profile returns the output claims - Your technical profile may call a validation technical profile that returns some claims. You may want to bubble up the claims and return them to the next orchestration steps in the user journey. For example, when signing in with a local account, the self-asserted technical profile named SelfAsserted-LocalAccountSignin-Email calls the validation technical profile named login-NonInteractive. This technical profile validates the user credentials and also returns the user profile. Such as 'userPrincipalName', 'displayName', 'givenName' and 'surName'.
  • A display control returns the output claims - Your technical profile may have a reference to a display control. The display control returns some claims, such as the verified email address. You may want to bubble up the claims and return them to the next orchestration steps in the user journey. The display control feature is currently in preview.

The following example demonstrates the use of a self-asserted technical profile that uses both display claims and output claims.

<TechnicalProfile Id="LocalAccountSignUpWithLogonEmail">
  <DisplayName>Email signup</DisplayName>
  <Protocol Name="Proprietary" Handler="Web.TPEngine.Providers.SelfAssertedAttributeProvider, Web.TPEngine, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null" />
  <Metadata>
    <Item Key="IpAddressClaimReferenceId">IpAddress</Item>
    <Item Key="ContentDefinitionReferenceId">api.localaccountsignup</Item>
    <Item Key="language.button_continue">Create</Item>
  </Metadata>
  <InputClaims>
    <InputClaim ClaimTypeReferenceId="email" />
  </InputClaims>
  <DisplayClaims>
    <DisplayClaim DisplayControlReferenceId="emailVerificationControl" />
    <DisplayClaim DisplayControlReferenceId="SecondaryEmailVerificationControl" />
    <DisplayClaim ClaimTypeReferenceId="displayName" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="givenName" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="surName" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="newPassword" Required="true" />
    <DisplayClaim ClaimTypeReferenceId="reenterPassword" Required="true" />
  </DisplayClaims>
  <OutputClaims>
    <OutputClaim ClaimTypeReferenceId="email" Required="true" />
    <OutputClaim ClaimTypeReferenceId="objectId" />
    <OutputClaim ClaimTypeReferenceId="executed-SelfAsserted-Input" DefaultValue="true" />
    <OutputClaim ClaimTypeReferenceId="authenticationSource" />
    <OutputClaim ClaimTypeReferenceId="newUser" />
  </OutputClaims>
  <ValidationTechnicalProfiles>
    <ValidationTechnicalProfile ReferenceId="AAD-UserWriteUsingLogonEmail" />
  </ValidationTechnicalProfiles>
  <UseTechnicalProfileForSessionManagement ReferenceId="SM-AAD" />
</TechnicalProfile>

Output claims sign-up or sign-in page

In a combined sign-up and sign-in page, note the following when using a content definition DataUri element the specifies a unifiedssp or unifiedssd page type:

  • Only the username and password claims are rendered.
  • The first two output claims must be the username and the password (in this order).
  • Any other claims are not rendered; for these claims, you'll need to either set the defaultValue or invoke a claims form validation technical profile.

Persist claims

The PersistedClaims element is not used. The self-asserted technical profile doesn't persist the data to Azure AD B2C. Instead, a call is made to a validation technical profile that's responsible for persisting the data. For example, the sign-up policy uses the LocalAccountSignUpWithLogonEmail self-asserted technical profile to collect the new user profile. The LocalAccountSignUpWithLogonEmail technical profile calls the validation technical profile to create the account in Azure AD B2C.

Validation technical profiles

A validation technical profile is used for validating some or all of the output claims of the referencing technical profile. The input claims of the validation technical profile must appear in the output claims of the self-asserted technical profile. The validation technical profile validates the user input and can return an error to the user.

The validation technical profile can be any technical profile in the policy, such as Azure Active Directory or a REST API technical profiles. In the previous example, the LocalAccountSignUpWithLogonEmail technical profile validates that the signinName does not exist in the directory. If not, the validation technical profile creates a local account and returns the objectId, authenticationSource, newUser. The SelfAsserted-LocalAccountSignin-Email technical profile calls the login-NonInteractive validation technical profile to validate the user credentials.

You can also call a REST API technical profile with your business logic, overwrite input claims, or enrich user data by further integrating with corporate line-of-business application. For more information, see Validation technical profile

Metadata

Attribute Required Description
setting.operatingMode 1 No For a sign-in page, this property controls the behavior of the username field, such as input validation and error messages. Expected values: Username or Email.
AllowGenerationOfClaimsWithNullValues No Allow to generate a claim with null value. For example, in a case user doesn't select a checkbox.
ContentDefinitionReferenceId Yes The identifier of the content definition associated with this technical profile.
EnforceEmailVerification No For sign-up or profile edit, enforces email verification. Possible values: true (default), or false.
setting.retryLimit No Controls the number of times a user can try to provide the data that is checked against a validation technical profile. For example, a user tries to sign-up with an account that already exists and keeps trying until the limit reached.
SignUpTarget 1 No The signup target exchange identifier. When the user clicks the sign-up button, Azure AD B2C executes the specified exchange identifier.
setting.showCancelButton No Displays the cancel button. Possible values: true (default), or false
setting.showContinueButton No Displays the continue button. Possible values: true (default), or false
setting.showSignupLink 2 No Displays the sign-up button. Possible values: true (default), or false
setting.forgotPasswordLinkLocation 2 No Displays the forgot password link. Possible values: AfterInput (default) the link is displayed at the bottom of the page, or None removes the forgot password link.
setting.enableRememberMe 2 No Displays the Keep me signed in checkbox. Possible values: true, or false (default).
setting.inputVerificationDelayTimeInMilliseconds 3 No Improves user experience, by waiting for the user to stop typing, and then validate the value. Default value 2000 milliseconds.
IncludeClaimResolvingInClaimsHandling   No For input and output claims, specifies whether claims resolution is included in the technical profile. Possible values: true, or false (default). If you want to use a claims resolver in the technical profile, set this to true.

Notes:

  1. Available for content definition DataUri type of unifiedssp, or unifiedssd.
  2. Available for content definition DataUri type of unifiedssp, or unifiedssd. Page layout version 1.1.0 and above.
  3. Available for page layout version 1.2.0 and above.

Cryptographic keys

The CryptographicKeys element is not used.