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By the Numbers
>2.5 million customers >$65B US in managed assets >$150B in life insurance >2,500 financial representatives >3,000 corporate employees
Enter Layer 7
The Financial Services provider had adopted Service Oriented Architecture (SOA) at an early date. Consequently, when they went looking for a solution to their problems, they began their search with the traditional SOA vendors. Layer 7 was the only vendor that could help them address all of their business and technical requirements in a cost-effective manner. The Layer 7 CloudSpan Gateway provided them with a way to safely consume Software as a Service (SaaS) applications like Salesforce.com, delivering not only the end-to-end security they required for their integration solution, but also the monitoring, logging and auditing capabilities they would need to ensure and prove
compliance with industry regulations. In addition, the ability to mediate between Salesforce.com and their existing enterprise Identity and Access Management (IAM) infrastructure was key to solving the password security issue.
The Solution
When an employee or application attempts to log onto Salesforce.com, a delegated authentication request is sent , authentica from SFDC to the CloudSpan Gateway (CSG) deployed on premise premise: 1. 2. 3. 4. 5. The CSG extracts the user id from the Salesforce.com request The CSG accesses the enterprises directory to get the password associated with the user id The CSG updates the message to contain both user id and password elements The CSG calls out to the enterprises IAM system to authenticate/authorize the user The CSG sends a true or false response (based on whether IAM system permitted/denied access) to rmitted/denied Salesforce.com completing the login
In this way, the Financial Services Provider was able to bi-directionally synchronize each users Lotus Notes l calendar, as well as their mainframe-based customer data with Salesforce.com, while ensuring no passwords left based le the enterprise.
The Results
By ensuring that key functionality and customer data could be retained/accessible from the new CRM system, the ing t Financial Services providers account managers were able to smoothly transition to Salesforce.com, while making Salesforce.com sure their backend system of record is always up to date By extending their existing IAM system to provide both date. Web and Web services single sign-on to Salesforce.com, users now need manage only a single login/password for all systems, improving adoption rates. Finally, a , administrators now have a single place to revoke all userids/passwords, lowering maintenance and administration costs.
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