Okta Federation

Integration guide

This page sets out how to integrate the Case Review Portal with the self-service or hybrid model with single sign-on.

Okta Federation

To set up Okta Federation to manage access to the Case Review Portal, follow these steps.


Your implementation manager provides you the following:

Service provider entity IDurn:amazon:cognito:sp:<UserPoolID>
SAML endpointhttps://<cognitoUrl>/saml2/idpresponse

1. Create app integration

1.1 In the Okta Admin portal, go to Applications, and then click Create app integration:

1.2 Select SAML 2.0 and then click Next:

1.3 On the Create SAML integration > General settings page, in the App name field, enter the name for your app, and then click Next:

1.4 On the Create SAML integration > Configure SAML page, complete the following fields:

Single sign-on URLEnter the SAML endpoint provided by Fourthline.
Audience URI (ISP Entity ID)Enter the service provider entity ID.
Name ID formatSet to EmailAddress.
Application usernameSet to Email.

1.5 On the Attribute statements page, configure the user attributes and map all required SAML claims you need to send to the relying party as follows:

A unique user identifier (also known as NameID):


The user's email address:


The user's first name:


The user's last name:


The application roles:

Leave the role claim set to appuser.roles.
This requires a custom value that is created in Step 2. Configure app roles.

1.6 Check the SAML assertion is correct, by either:

  • Clicking Preview the SAML assertion:
  • Using the following sample SAML assertion:
Sample SAML assertion

Sample SAML assertion

<?xml version="1.0" encoding="UTF-8"?>
<saml2:Assertion ID="id651880288180766539212832" IssueInstant="2024-03-25T12:33:11.762Z" Version="2.0"
    <saml2:Issuer Format="urn:oasis:names:tc:SAML:2.0:nameid-format:entity">http://www.okta.com/exkfyw539pRUwwtjc5d7</saml2:Issuer>
        <saml2:NameID Format="urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress">[email protected]</saml2:NameID>
        <saml2:SubjectConfirmation Method="urn:oasis:names:tc:SAML:2.0:cm:bearer">
            <saml2:SubjectConfirmationData NotOnOrAfter="2024-03-25T12:38:11.762Z" Recipient="https://test-fourthline-saas-fourthline.auth.eu-west-1.amazoncognito.com/saml2/idpresponse"/>
    <saml2:Conditions NotBefore="2024-03-25T12:28:11.762Z" NotOnOrAfter="2024-03-25T12:38:11.762Z">
    <saml2:AuthnStatement AuthnInstant="2024-03-25T12:33:11.762Z" SessionIndex="id1711369991761.1590474608">
        <saml2:Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name" NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:uri">
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">[email protected]
        <saml2:Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress" NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:uri">
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">[email protected]
        <saml2:Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname" NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:uri">
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">John
        <saml2:Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname" NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:uri">
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">Smith
        <saml2:Attribute Name="http://schemas.microsoft.com/ws/2008/06/identity/claims/role" NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:uri">
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">User
                xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="xs:string">Reviewer

The role claim is empty here. This requires a custom value that is created in step 2. Configure app roles.

1.7 To finish creating the app, click Finish:

1.8 Copy the SAML metadata URL to share with your implementation manager after you have successfully completed the integration.

2. Configure app roles

Depending on your organizational structure and requirements, you can configure the role attribute as required at either user level or group level.

For example, to configure roles user level, follow these steps:

2.1 Determine which roles your organization requires for your organization.

Refer to
See Review & Audit Integration > Role permissions

2.2 Go to Directory > Profile editor:

  • On the Users tab, under Filters, click Apps.
  • Under Profile, click your app name:

2.3 On the Profile Editor page, under Attributes, click Add attribute.

Complete the following fields:

  • Display name: Roles
  • Variable name: roles
  • Data type: array
  • Attribute type: Custom
The roles value for the SAML response is fetched via the appuser.roles variable set when mapping the role claims in step 1.5.

2.4 In the Roles dialog, add all the required roles for your organization, and then click Save attribute:

2.5 To assign roles to users:

  • Go to Directory > People.
  • On each user's profile page, on the Applications tab, click Assign applications, select the checkboxes of the relevant role(s), and then click Save and go back:

2.6 Optionally, to make sure the roles are being passed via SAML metadata, you can assign the application to the admin user, and then re-check the SAML assertion (see step 1.6).

The Preview the SAML assertion function uses the admin user to produce the sample SAML assertion, therefore the admin user's roles must be displayed in the SAML assertion.

You have set up Okta federation!

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