Sherlocked Security – Identity Federation & B2B/B2C IAM
Connect and secure external identities with Sherlocked Security’s Identity Federation & B2B/B2C IAM services. We enable scalable partner- and customer-facing SSO, enforce zero-trust policies, and deliver seamless self-service IAM for any audience.
📄 1. Statement of Work (SOW)
Your engagement begins with a comprehensive SOW detailing scope, deliverables, and timelines:
- Service Name: Identity Federation & B2B/B2C IAM
- Client Type: SaaS Providers, Enterprises, EdTech, FinTech, Government
- Service Model: Strategy + Design + Federation Integration
- Compliance Coverage: ISO 27001, NIST 800-63, SOC 2, GDPR, HIPAA
🔐 Federation Scope
- B2B Federation (Partner/Org-to-Org)
- B2C Identity Management (Customer IAM)
- Multi-Tenant SSO Integration
- OAuth 2.0 / OIDC / SAML Federation
- Social Login & External IdP Integration
🧠 2. Our Approach
We architect identity federation that scales, secures, and delights users:
- 🔹 Multi-Protocol Support: OIDC, SAML, OAuth2
- 🔹 Scalable Onboarding: Partner & customer flows
- 🔹 Zero-Trust Enforcement: Contextual policies & risk rules
- 🔹 Self-Service IAM: Delegated admin & user linking
Workflow (color-coded):
[Stakeholder Discovery] → [Federation Scope Analysis] →
[Protocol Selection] → [IdP Mapping & Trust Establishment] → [Policy & Attribute Mapping] → [UX & Consent Design] →
[Rollout & Monitoring]
🧪 3. Methodology
Our phased methodology keeps every stakeholder aligned:
Implementation Flow:
[Kickoff & Scope Finalization] →
[Federation Protocol Analysis] →
[Identity Mapping Rules & Trust Setup] →
[SSO & Social Login Configuration] →
[User Flow Testing] →
[Pilot Partner/Consumer Onboarding] →
[Live Deployment] →
[Monitoring & Policy Tuning]
📦 4. Deliverables to the Client
- 🧾 Federation Strategy & Protocol Mapping
- 🔐 IdP/SP Trust Configuration Guide
- 📘 Policy & Attribute Flow Diagrams
- 🗺️ UX Design for B2B/B2C Login Flows
- 🧪 Pilot Test Plan with Sample IdP/SPs
- 📊 Risk-Based Access Policies
- 📽️ Admin Training & Onboarding SOP
- 🧑💻 Final Integration Report & Monitoring Plan
🤝 5. What We Need from You
- ✅ Target audience (partners, customers, vendors)
- ✅ Current authentication architecture & IAM platform
- ✅ List of IdPs (Okta, Google, Azure AD, etc.)
- ✅ Branding/UX preferences for B2C flows
- ✅ Consent & privacy policy requirements
- ✅ Compliance mandates (GDPR, HIPAA, etc.)
🧰 6. Tools & Technology Stack
- 🔐 Azure AD B2B/B2C, Okta CIAM, Auth0
- 🛠️ AWS Cognito, ForgeRock, PingFederate
- 🔁 OIDC, SAML, OAuth 2.0 libraries
- 📦 Social IdPs (Google, Facebook, Apple)
- 📘 SCIM for external directory sync
- 📊 Identity activity monitoring & SIEM integration
🚀 7. Engagement Lifecycle
- Discovery Call
- Federation Scope Finalization
- Protocol & IdP Planning
- SoW Signing
- Federation Configuration
- UX Integration & Pilot Testing
- Policy Enforcement
- Monitoring & Tuning
- Final Documentation & Training
🌟 8. Why Sherlocked Security?
Feature | Sherlocked Advantage |
---|---|
🔐 Multi-Protocol Support | Complete OIDC, SAML, OAuth2 coverage |
🧠 B2B/B2C Strategy Experts | Flexible onboarding & consent flows |
📘 Self-Service IAM | Delegated admin & account linking |
🔁 Vendor-Agnostic | Azure B2C, Okta CIAM, Auth0, Ping, AWS Cognito |
📊 Real-Time Monitoring | Risk-based login, anomaly alerts, SIEM logs |
📚 9. Real-World Case Studies
🧾 SaaS Partner Federation (B2B)
- Client: B2B Collaboration Platform
- Challenge: Onboard 40+ partners with individual SSO
- Solution:
- Multi-tenant SAML/OIDC integration
- Delegated admin & SCIM provisioning
- Impact: Reduced onboarding to 1 day, seamless collaboration
📱 Scalable B2C IAM Rollout
- Client: Indian EdTech Startup
- Problem: Low retention due to login friction
- Fix: Google/Apple login via WebAuthn & OIDC, self-service profile
- Outcome: 3× signups, <1% login failures
🛡️ 10. SOP – Standard Operating Procedure
- Finalize B2B/B2C IAM scope
- Collect SP/IdP metadata & test users
- Select federation protocol (OIDC/SAML)
- Define attribute mappings & consent policies
- Configure flows, branding & fallback
- Conduct federation & flow testing
- Enable logging & alerts
- Pilot rollout to select users/groups
- Monitor & refine trust policies
- Deliver training & integration report
📋 11. Sample Federation Checklist
- ✅ Define federation strategy (B2B, B2C, mixed)
- ✅ Choose protocols (SAML, OIDC, OAuth2)
- ✅ Configure trust relations IdP↔SP
- ✅ Support social & enterprise IdPs
- ✅ Secure token handling & claims mapping
- ✅ Implement attribute-based access policies
- ✅ Customize B2C login & consent UX
- ✅ Integrate identity proofing & privacy consents
- ✅ Monitor auth logs & token usage
- ✅ Review & update integrations regularly