Internet Requestors

SSA's Public Credentialing and Authentication Process

Final MFA Public Screen Package_by Scenario

Internet Requestors

OMB: 0960-0789

Document [docx]
Download: docx | pdf

Shape1











Screen Shots Document

Grouped by Scenario


Electronic Access Multi-Factor Authentication












Table of Contents

Scenario 1: Create LOA2 Account 1

S1-P1 - Sign In 1

S1-P2 - Terms of Service 2

S1-P3 - Verify Identity 3

S1-P4 - Secure Identity 4

S1-P5 - Create Account 5

S1-P6 – Provide Cell Phone Number_Create Account 6

S1-P7 - Enter Texted Security Code 7

S1-P8 – Confirmation 8

Scenario 2: Create LOA3 Account 9

S2-P1 - Sign In 9

S2-P2 - Terms of Service 10

S2-P3 - Verify Identity – User Chooses to Upgrade to LOA3 11

S2-P4 - Secure Identity 12

S2-P5 - Create Account 13

S2-P6 – Provide Cell Phone Number – Create Account 14

S2-P7 - Enter Texted Security Code_Create Account 14

S2-P8 - Confirmation_Set Up New Account_With Upgrade Selected 16

S2-P10 - Second Sign In, After Receiving Upgrade Code Letter 17

S2-P11 – Verify Cell Phone Number 18

S2-P12 - Enter Texted Security Code_No Steps 19

S2-P13 - Do You Have Your Upgrade Code Letter? 20

S2-P14 - Enter Upgrade Code 21

S2-P15 - Confirmation_Upgrade to LOA3 22

Scenario 3: Collect Cell Phone Number (2nd Factor) for Existing Account 23

S3-P1 - Sign In 23

S3-P3 - Provide Cell Phone Number_Grandfathered Account_No Steps 24

S3-P4 - Enter Texted Security Code_No Steps 24

S3-P5 – Confirmation – Set Up Account 26

Scenario 4: Update Cell Phone Number 27

S4-P1 - Sign In 27

S4-P2 – Verify Cell Phone Number 28

S4-P4 - Update Phone Number - Provide Info 29

S4-P5 - Confirmation of Letter 30

S4-P7 - Sign In After Receiving Cell Phone Reset Code Letter 31

S4-P9 – Do you have your cell phone reset letter? 32

S4-P10 - Provide New Cell Phone Number 33

S4-P11 - Enter Texted Security Code_No Steps 34

S4-P12 - Confirmation_New Cell Phone Number 35

Scenario 5: Update Cell Phone Number on Account with Expired Password 36

S5-P1 - Sign In 36

S5-P3- Provide Cell Phone Number_Grandfathered Account_No Steps 37

S5-P4 - Enter Texted Security Code_Phone Added Immediately Prior 38

S5-P5 - Expired Password 39

S5-P6 - Confirmation of Password Change 40

Scenario 6: Update Cell Phone Number on Account, User Has Forgotten Password, Uses Reset Questions 41

S6-P1 - Sign In 41

S6-P3 - Forgot Password_Grandfathered User_ Verify Identity 42

S6-P4 - Forgot Password_Grandfathered User_Provide Answers 43

S6-P5 - Provide Cell Phone Number_ Grandfathered User_ Forgot Password 44

S6-P7 - Update Password_Grandfathered User 46

S6-P8 - Confirmation of Password Change 47

Scenario 7: Update Cell Phone Number on Account, User Has Forgotten Password and Reset Question Answers 48

S7-P1 Sign In 48

S7-P3 - Forgot Password_Grandfathered User_ Verify Identity 49

S7-P4 - Forgot Password_Grandfathered User_Provide Answers 50

S7-P5 - Forgot Password - Send Temporary Password 51

S7-P6 - Email Confirmation 52

S7-P9 - Provide Cell Phone Number_ Grandfathered User_ Forgot Password 53

S7-P10 - Enter Texted Security Code_Grandfathered User_Forgot Password 54

S7-P11 - Update Password_Grandfathered User 55

S7-P12 - Confirmation of Password Change 56

Scenario 8: Login Happy Path (All Users) 57

S8-P1 Sign In 57

S8-P2 Verify Cell Phone Number 58

S8-P3 Enter Texted Security Code 59

S8-P4 my Social Security Terms of Service 60

Security Feature FAQs 61

my Social Security - Security Settings 62

Standard Account 62

Enhanced (Pending) Account 63

Enhanced Account 64







  1. Document Version Information

Version
Number

Date

Content Revisions

Page
#

Revised by

    1. (Draft)


11/04/2015

Initial Version


Beth Hanst

0.2 (Draft)

11/05/2015

Minor wording changes to Having Trouble containers on screens where user has added cell phone number immediately prior.


Beth Hanst

0.3 (Draft)

11/20/2015

  • Globally changed formatting of “my Social Security”.

  • Globally masked first 6 digits of user’s cell phone number.

  • On pages collecting address, removed link for user to add a street address line and removed square brackets from State/Territory label.

  • Added bullet about SMS-enabled cell phone to Sign In and Create Account ToS.

  • Fixed capitization of “Do” in footer on Sign In screen.

  • On Verify Info page, remove “add another line” from Address input areas where it is not applicable.

  • On all Provide Your Cell Phone Number screens, updated message in yellow container to emphasize that a cell phone number is required to access, rather than secure, your account.

  • On Provide Your Cell Phone Number screens for existing accounts, added link to block access.

  • Modified heading and text on the Do You have Your Upgrade Code Letter? screen to remove references to the user’s cell phone.

  • Removed Having Trouble container from Enter Upgrade Code screen.

  • Added sign-in happy path screens


Beth Hanst

0.4 (Draft)

12/02/2015

  • Added hyphen to “SMS-enabled” on Sign In (S1-P1, S2-P1, S2-P10, S3-P1, S4-P1, S4-P7, S5-P1, S6-P1, S7-P1) and Create Account (S1-P2, S2-P2, S2-P11, S3-P2, S4-P2, S4-P8, S5-P2, S6-P2, S7-P2, S7-P8) screens.

  • Removed Previous buttons from Provide Cell Phone Number screens (S1-P6, S2-P6, S3-P3, S5-P3, S6-P5, S7-P3, S7-P9) and Update Password screens (S6-P7, S7-P11).

  • Corrected steps on Entered Texted Security Code for grandfathered account when user has forgotten password (S6-P6, S7-P4, S7-P10).

  • Updated language on Update Phone Number screen (S4-P4) to refer to cell phone update code letter consistently.


Beth Hanst

0.5 (Draft)

12/17/2015

  • Globally modified capitalization of container (gray box) titles, except on Reset Password Questions screen (which mirror production screen). Generally, the first word is capitalized, the follow words are not.

  • Globally changed “email” to “E-mail”.

  • Changed “SMS-enabled cell phone” to “cell phone that can receive text messages” on Sign In and Create Account Terms of Service screens.

  • Removed “SMS” from Enter Texted Code screens.

  • Removed “We use their fraud prevention services…theft.” on Create Account Terms of Service screen.

  • Changed container heading from “Upgrade your security” to “Add extra security” on Verify Identity screen.

  • Removed “For your protection,” from second sentence in yellow container on Provide Your Cell Phone Number screens.

  • In What If??? Container on Provide Your Cell Phone Number screens, made slight wording changes and changed order of questions.

  • When first 6 digits of cell phone number is masked, added a space before and after the hyphen, e.g. “(***) *** - 1234. Affects Verify Cell Phone Number screen and Enter Security Code from Text Message screen.

  • Globally revised references to “upgrading security level” to “adding extra security”, and “upgrade code letter” to “extra security letter”. Affects Add Extra Security screens.

  • Removed steps on Add Extra Security screens.

  • Globally revised “update cell phone number” to “change cell phone number”, and “update code” to “reset code”. Affects Change Cell Phone Number screen and related Confirmation of Letter screen.

  • Modified capitalization of “your” in steps on Forgot Password screens to mirror production screens.

  • Added FAQs screen.

  • Removed screen S4-P9.


Beth Hanst

0.6 (Draft)

12/23/2015

  • Updated text for S1-P6 confirmation notification

  • Added “I don’t have a phone number” to primary phone number box on S4-P4

  • Added page S4-P9 into scenario 4

  • Updated text for new requirements on S4-P9


Kirk Crawford

0.7 (Draft)

1/8/2016

  • Updated text for S1-P6 and S2-P6 notification.

  • Removed screen S4-P3.

  • Removed “I don’t have a phone number” link from primary phone number field on S4-P4.

  • Corrected font of progress steps in Scenarios 6 and 7 (S6-P4, S6-P5, S6-P7, S7-P4, S7-P9, S7-P11).

  • Removed FAQs screen, pending feedback from OCOMM and OEST.


Beth Hanst

0.8 (Draft)

1/11/2016

  • Added FAQs screen into package, reflecting language provided by OCOMM on 1/11/2016.

  • Added my Social Security – Security Settings screens.


Beth Hanst

0.9 (Draft)

1/12/2016

  • Added explanatory language to page containing screen S4-P4.

  • Changed the title of the page containing screen S4-P7.

  • Corrected S4-P9, replacing “update” with “reset”. Also, added the word “code” to the container heading.


Beth Hanst

0.10 (Draft)

1/13/2016

  • Removed “Why?” link from Provide Cell Phone Number screens.


Beth Hanst

1.0 (Final)

2/22/2016

Per feedback received during AC review:

  • Updated Security Feature FAQ screen

    • Changed container title from “New Security Features” to “New Security Feature”.

    • In first sentence, changed “my Social Security has…” to “The Social Security Administration has…”

    • In second sentence, changed “This … my Social Security account…” to “This … personal my Social Security account…

  • Changed link on following screens from “… Security Features FAQ” to “… Security Feature FAQ”

    • S1-P6

    • S2-P6

    • S3-P3

    • S5-P3

    • S6-P5

    • S7-P9

  • Updated “features” to “feature” on following screens

    • S2-P14

    • S2-P15


Beth Hanst


Scenario 1: Create LOA2 Account


S1-P1 - Sign In


Shape4 Shape3

Changed “email” to “E-mail” on 12/17/2015.

Added 1st bullet on 11/19/2015. Added hyphen to “SMS-enabled” on 12/02/2015.

Modified wording on 12/17/2015.

S1-P2 - Terms of Service


Shape5 Shape8 Shape7 Shape6

Added 1st bullet on 11/19/2015. Added hyphen to “SMS-enabled” on 12/02/2015. Modified wording on 12/17/2015.

Corrected spacing on 12/17/2015.

Removed “We used their fraud prevention services…theft.” on 12/17/2015.

Changed “email” to “E-mail” on 12/17/2015.

S1-P3 - Verify Identity


Shape12 Shape10 Shape11 Shape9

Changed from Action Link to Help link on 12/17/2015.

Text change

Restored container heading to “Add extra security” on 12/17/2015.

Added Step 4


S1-P4 - Secure Identity


Shape13

Added Step 4

S1-P5 - Create Account


Shape14

Added Step 4

S1-P6 – Provide Cell Phone Number_Create Account


Shape15 Shape24 Shape21 Shape19 Shape23 Shape18 Shape22 Shape20 Shape17 Shape16

Added container

Changed “Security Features FAQ” to “Security Feature FAQ” on 2/22/2016.

Removed Previous button on 12/02/2015.

Removed “Why?” link on 1/13/2016.

Changed wording

Revised wording on 1/7/2016.

Added Step 4

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/17/15.

Changed wording

Added warning notice. Revised on 11/19/2015. Removed “For your protection,” on 12/17/2015.

S1-P7 - Enter Texted Security Code


Shape27 Shape28 Shape26 Shape25

Removed “SMS” from 2nd bullet on 12/17/2015.

Added 1st bullet on 11/19/2015.

Added Step 4

Changed text

S1-P8 – Confirmation


Shape30 Shape29

Modified text in container

Modified confirmation message



Shape31

Please see S1-P1 for description of changes.

Scenario 2: Create LOA3 Account

S2-P1 - Sign In


S2-P2 - Terms of Service

Shape32

Please see S1-P2 for description of changes.




S2-P3 - Verify Identity – User Chooses to Upgrade to LOA3


Shape36 Shape34 Shape33 Shape35

Text change

Restored container heading to “Add extra security” on 12/17/2015.

Changed “upgrade code” to lower case on 12/17/2015.

Added Step 4

S2-P4 - Secure Identity


Shape37

Added Step 4

S2-P5 - Create Account


Shape38

Added Step 4


S2-P6 – Provide Cell Phone Number – Create Account


Shape44 Shape45 Shape40 Shape43 Shape42 Shape41 Shape39

Changed “Security Features FAQ” to “Security Feature FAQ” on 2/22/2016.

Changed wording

Revised wording on 1/7/2016.

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/17/15.

Changed wording

Added warning notice. Revised on 11/19/2015. Removed “For your protection,” on 12/17/2015.

Added Step 4

Shape48 Shape47 Shape46

Removed Previous button on 12/02/2015.

Removed “Why?” link on 1/13/2016.

Added container



S2-P7 - Enter Texted Security Code_Create Account


Shape51 Shape52 Shape50 Shape49

Removed “SMS” from 2nd bullet on 12/17/2015.

Added 1st bullet on 11/19/2015.

Added Step 4

Changed text

S2-P8 - Confirmation_Set Up New Account_With Upgrade Selected


Shape53

Modified confirmation message



S2-P10 - Second Sign In, After Receiving Upgrade Code Letter


Shape54

Please see S1-P1 for description of changes.



S2-P11 – Verify Cell Phone Number


New screen


Shape55 Shape58 Shape57 Shape56

Added screen on 11/19/2015.

Modified wording on 12/17/2015.

Modified wording on 12/17/2015.

Added space before and after hyphen on 12/17/2015.

S2-P12 - Enter Texted Security Code_No Steps


Shape61 Shape60 Shape59

Removed “SMS” from 2nd bullet on 12/17/2015.

Masked 1st 6 digits of cell phone number on 11/19/2015. Added space before and after hyphen on 12/17/2015.

Changed text

S2-P13 - Do You Have Your Upgrade Code Letter?



Shape65 Shape64 Shape63 Shape62

Modified wording in radio button labels to use “extra security” on 12/17/2015.

Changed “upgrade code letter” to “extra security letter” on 12/17/2015.

Modified page heading on 12/17/2015.

Removed steps on 12/17/2015.

S2-P14 - Enter Upgrade Code


Shape70 Shape66 Shape69 Shape68 Shape67

Removed 2nd container on 11/19/2015.

Changed “features” to “feature” on 2/22/2016.

Modified wording to use “extra security features” on 12/17/2015.

Modified page heading on 12/17/2015.

Removed steps on 12/17/2015.

S2-P15 - Confirmation_Upgrade to LOA3


Shape72 Shape73 Shape71

Changed “features” to “feature” on 2/22/2016.

Modified confirmation message

Modified confirmation message to “… added your extra security features” on 12/17/2015.



Scenario 3: Collect Cell Phone Number (2nd Factor) for Existing Account


S3-P1 - Sign In


Shape74

Please see S1-P1 for description of changes.


S3-P3 - Provide Cell Phone Number_Grandfathered Account_No Steps


Shape79 Shape76 Shape78 Shape77 Shape75

Changed “Security Features FAQ” to “Security Feature FAQ” on 2/22/2016.

Changed wording

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/17/15.

Changed wording

Added warning notice. Revised 11/19/2015. Removed “For your protection,” on 12/17/2015.

Shape81 Shape80 Shape83 Shape82

Added text on 11/19/2015.

Added container

Removed Previous button on 12/02/2015.

Removed “Why?” link on 1/13/2016.



S3-P4 - Enter Texted Security Code_No Steps


Shape85 Shape84

Removed “SMS” from 2nd bullet on 12/17/2015.

Changed text

S3-P5 – Confirmation – Set Up Account


Shape87 Shape86

Modified text in container

Modified confirmation message




Scenario 4: Update Cell Phone Number

S4-P1 - Sign In


Shape88

Please see S1-P1 for description of changes.



S4-P2 – Verify Cell Phone Number


Screen added on 11/19/2015.


Shape89

Please see S2-P11 for changes.

S4-P4 - Update Phone Number - Provide Info


This screen is displayed only if the user selects “No…” to the question “Is the number listed above correct?” on screen S4-P2, thereby indicating that they need to change their cell phone number in SSA’s records.


Shape93 Shape92 Shape94 Shape91 Shape90

Removed “I don’t have a phone number” link on 1/7/2016.

Modified to use “change”, rather than “update”, and “reset code”, rather than “update code” on 12/17/2015.


Modified question to refer specifically to cell phone on 12/02/2015. Modified to reference cell phone number on 12/17/2015.

Added paragraph on 11/19/2015. Modified paragraph to refer to updating a cell phone consistently on 12/02/2015.

Modified page title on 12/17/2015.

S4-P5 - Confirmation of Letter


Shape95

Changed “update code” to “reset code” on 12/17/2015.



S4-P7 - Sign In After Receiving Cell Phone Reset Code Letter


Shape96

Please see S1-P1 for description of changes.



S4-P9 – Do you have your cell phone reset letter?


Shape99 Shape98 Shape97

Updated language on 1/12/2016.

Updated language on 1/12/2016.

Enter your cell phone reset code” section is hidden until the user selects “Yes, let’s begin.”




S4-P10 - Provide New Cell Phone Number


Shape100 Shape101

Modified text. Revised “Update” to “Change” on 12/17/2015.

Removed warning message.

S4-P11 - Enter Texted Security Code_No Steps


Shape103 Shape102

Removed “SMS” from 2nd bullet on 12/17/2015.

Changed text


S4-P12 - Confirmation_New Cell Phone Number


Shape104

Changed wording in 1st sentence on 11/19/2015.



Scenario 5: Update Cell Phone Number on Account with Expired Password

S5-P1 - Sign In


Shape105

Please see S1-P1 for description of changes.


S5-P3- Provide Cell Phone Number_Grandfathered Account_No Steps


Shape107 Shape114 Shape113 Shape111 Shape108 Shape109 Shape112 Shape110 Shape106

Changed “Security Features FAQ” to Security Feature FAQ” on 2/22/2016.

Added container

Added text on 11/19/2015.

Removed “Why?” link on 1/13/2016.

Removed Previous button on 12/02/2015.

Changed wording

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/17/15.

Changed wording

Added warning notice. Revised 11/19/2015. Removed “For your protection,” on 12/17/2015.


S5-P4 - Enter Texted Security Code_Phone Added Immediately Prior


Shape116 Shape115

Removed “SMS” from 2nd bullet on 12/17/2015.

Changed text

S5-P5 - Expired Password

No changes in this release.


S5-P6 - Confirmation of Password Change


Shape117

Modified confirmation message

Scenario 6: Update Cell Phone Number on Account, User Has Forgotten Password, Uses Reset Questions

S6-P1 - Sign In


Shape118

Please see S1-P1 for description of changes.



S6-P3 - Forgot Password_Grandfathered User_ Verify Identity


Shape120 Shape119

Corrected capitalization of “your” on Step 2 on 12/02/2015.

Added Step 3.

S6-P4 - Forgot Password_Grandfathered User_Provide Answers


Shape122 Shape121

Modified font on Step 1 on 1/8/2016.

Added Step 3

S6-P5 - Provide Cell Phone Number_ Grandfathered User_ Forgot Password

Shape123

Modified font on Steps 1 and 2 on 1/8/2016.


Shape127 Shape130 Shape132 Shape131 Shape129 Shape126 Shape125 Shape128 Shape124

Removed Previous button on 12/02/2015.

Removed “Why?” link on 1/13/2016.

Added text on 11/19/2015.

Changed “Security Features FAQ” to “Security Feature FAQ” on 2/22/2016.

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/17/15.

Changed wording

Added warning notice. Revised on 11/19/2015. Removed “For your protection,” on 12/17/2015.

Changed wording

Added Step 3

S6-P6 - Enter Texted Security Code_Grandfathered User_Forgot Password


Shape134 Shape133

Removed “SMS” from 2nd bullet on 12/17/2015.

Corrected steps on 12/02/2015. Changed capitalization of “your” on 12/17/2015.

S6-P7 - Update Password_Grandfathered User


Shape136 Shape137 Shape138 Shape135

Modified font on Steps 1, 2, and 3 on 1/8/2016.

Added Step 3

Removed Previous button on 12/02/2015.

Changed capitalization of “your” on 12/17/2015.


S6-P8 - Confirmation of Password Change

Shape139

Modified confirmation message

Scenario 7: Update Cell Phone Number on Account, User Has Forgotten Password and Reset Question Answers

S7-P1 Sign In


Shape140

Please see S1-P1 for description of changes.



S7-P3 - Forgot Password_Grandfathered User_ Verify Identity


Shape142 Shape141

Corrected capitalization of “your” on Step 2 on 12/02/2015.

Added Step 3

S7-P4 - Forgot Password_Grandfathered User_Provide Answers


Shape144 Shape145 Shape143

Modified font on Step 1 on 1/8/2016.

Added Step 3

Removed Previous button on 12/02/2015.

S7-P5 - Forgot Password - Send Temporary Password

No changes in this release.


S7-P6 - Email Confirmation

No changes in this release.




S7-P9 - Provide Cell Phone Number_ Grandfathered User_ Forgot Password

Shape146

Modified font on Steps 1 and 2 on 1/8/2016.


Shape148 Shape151 Shape150 Shape149 Shape152 Shape153 Shape147

Changed “Security Features FAQ” to “Security Feature FAQ” on 2/22/2016.

Added container

Changed wording

Added Step 3

Added warning notice. Revised on 11/19/2015. Removed “For your protection,” on 12/17/2015.

Changed wording

Changed “own” to “have”, “cannot” to “can’t” and reordered questions on 12/16/15.

Shape154 Shape156 Shape155

Added text on 11/19/2015.

Removed Previous button on 12/02/2015.

Removed “Why?” link on 1/13/2016.


S7-P10 - Enter Texted Security Code_Grandfathered User_Forgot Password


Shape158 Shape157

Removed “SMS” from 2nd bullet on 12/17/2015.

Corrected steps on 12/02/2015. Changed capitalization of “your” on 12/17/2015.

S7-P11 - Update Password_Grandfathered User


Shape160 Shape161 Shape162 Shape159

Updated font on Steps 1, 2, and 3 on 1/8/2016.

Added Step 3

Removed Previous button on 12/02/2015.

Corrected capitalization on Step 2 on 12/17/2015.

S7-P12 - Confirmation of Password Change


Shape163

Modified confirmation message



Scenario 8: Login Happy Path (All Users)

S8-P1 Sign In


Shape164

Please see S1-P1 for description of changes.



S8-P2 Verify Cell Phone Number


Shape165

Please see S2-P11 for changes.


S8-P3 Enter Texted Security Code



S8-P4 my Social Security Terms of Service



Security Feature FAQ


Shape166

On 2/22/2016:

  • Changed container title from “New Security Features” to “New Security Feature”.

  • Changed first sentence from “my Social Security has…” to “The Social Security Administration has…”

  • Changed second sentence from “This … my Social Security account…” to “This … personal my Social Security account…”


my Social Security - Security Settings


Standard Account



Enhanced (Pending) Account



Enhanced Account



OSES/DePPO/USSB/UXG DRAFT February 22, 2016


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