Equifax Public Sector Gateway Accreditation

• No issues remain at WCAG Level Single A and Double A.

User Journey #1

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Find / Trace Report’
6. Enter applicant details and legislative gateway choice as follows:
7. Enter address details as follows and select Find Address:
8. Navigate to the bottom of the page and confirm report generation:
9. The report is presented on screen, with various collapsible and expandable data block contents.
10. Return to Home Page

User Journey #2

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Find / List Residents Report’
6. Enter address details and legislative gateway details as follows:
7. Select Find Address:
8. Navigate to the bottom of the page and confirm report generation:
9. The report is presented on screen, with various collapsible and expandable data block contents.
10. Navigate to line 1 of the List Residents data block selection and click on the name
11. Select a report name from the drop down box and Select Continue:
12. On the page that follows select a legislative gateway choice:
13. Navigate to the bottom and confirm the agreement clause, then select Generate:
14. The report is presented on screen, with various collapsible and expandable data block contents.
15. For a more detailed view select ‘Detailed Report’ from the toolbar at the left hand page
16. Note that data block contents can be expanded further within the report and graphical representations are available, for example:
17. Return to Home Page

User Journey #3

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Find / Advanced Search Report’
6. Select any legislative gateway choice from the drop down box
7. Enter search criteria as follows:
8. Navigate to the bottom of the page and confirm report generation:
9. The report is presented on screen
10. Navigate to the results data bloc and click on the first of the names (which is hyperlinked)
11. Select a report name from the drop down box and Select Continue:
12. On the page that follows select a legislative gateway choice:
13. Navigate to the bottom and confirm the agreement clause, then select Generate:
14. The report is presented on screen, with various collapsible and expandable data block contents.
15. For a more detailed view select ‘Detailed Report’ from the toolbar at the left hand page
16. Note that data block contents can be expanded further within the report and graphical representations are available, for example:
17. Navigate to the Account Data block, expand the ‘Active (3)’ accounts:
18. Return to Home Page

User Journey #4

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Verify / Residency Check Report’
6. Select any legislative gateway choice from the drop down box
7. Enter applicant details as follows:
8. Enter address details as follows and Select ‘Find Address’
9. Navigate to the bottom of the page and confirm report generation:
10. The report is presented on screen
11. Navigate to the full report data block to see graphical representation of residency and non-residency indication:
12. Return to Home Page

User Journey #5

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Verify / Single Person Discount Report’
6. Enter applicant details and legislative gateway choice as follows:
7. Enter address details as follows and select Find Address:
8. Select a discount start date as follows:
9. Navigate to the bottom of the page and confirm report generation:
10. The report is presented on screen, with various collapsible and expandable data block contents.
11. Select the detailed report option from the left hand toolbar
12. Navigate to the Undisclosed Occupants data block, select the second undisclosed occupant for the detailed underneath to refresh
13. Note the graphical representation of the risk level
14. Return to Home Page

User Journey #6

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Investigate / Full Investigate Report’
6. Enter applicant details and legislative gateway choice as follows:
7. Enter address details as follows and select Find Address:
8. Navigate to the bottom of the page and confirm report generation:
9. The report is presented on screen, with various collapsible and expandable data block contents.
10. Select the Detailed report button from the left hand navigation page
11. Return to Home Page

User Journey #7

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Investigate / Debt Management Report’
6. Enter applicant details and legislative gateway choice as follows:
7. Enter address details as follows and select Find Address:
8. Navigate to the bottom of the page and confirm report generation:
9. The report is presented on screen, with various collapsible and expandable data block contents.
10. Select the Financial Summary report button from the left hand navigation page
11. Select the Detailed report button from the left hand navigation page
12. Select the Summary report button from the left hand navigation page
13. Navigate to the Summary report data block, graphical representations:
14. Return to Home Page

User Journey #8

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Reports/ Debt MI Report’
6. Enter a Start date and End date as follows:
7. Select Generate
8. Refresh the reports list
9. The generated report will be the first row of the subsequent table, select download
10. A zip file is available for access:
11. Open the zip file in a separate window

User Journey #9

1. Access Equifax Public Sector Gateway landing page.
2. Select Login
3. Login using 2FA process (external email address and passcode)
4. Select User profile ‘PSG Reports’ - May not be necessary depending on account configuration
5. From the Equip Landing Page select ‘Data Manager’ from the titles banner row:
6. Select search criteria as follows:
7. Select Search
8. Client on the down arrow to allow the usage of additional search criteria:
9. From the list of available reports select one of the entities (each table row acts as a hyperlink):
10. The report details are then presented, the information presented will be a report that was previously generated
11. From the Toolbar at the left hand side of the page select ‘Refresh Report; to regenerate the content using the same configuration and search criteria.
12. Note that all search criteria are non-editable
13. Accept Agreement to proceed with report re-generation:
14. From the toolbar at the left hand side of the page select ‘Print Report’
15. Print image is presented in a new tab, from where physical print or save to PDF can be used:
16. Close the print image tab and return to Equip report presentation
17. Return to Home page