Verify EPFO

The Employees' Provident Fund Organization (EPFO) manages the verification process of the Universal Account Number (UAN) linked to Provident Fund (PF) accounts. This process ensures that the UAN, a unique identifier for an employee's PF account, is both valid and accurate.

How to Setup

1 Navigate to Workspace > Workflows, and click on the flow created for Verify EPFO. If you need understanding in creating a workflow, refer to the step-by-step guide here.

2 Hover over the plus (+) symbol and select Workflow. From the list, click Verify EPFO to add it.

3 Click on the newly added workflow, then select the General tab to customize your preferences.

Manage General

(*) Indicates an action to be mandatory.

Name	Description
Display Name*	Set a name to the workflow for easy identification.
Description	Summarize the purpose and functionality of this workflow module.
Enable	This toggle is enabled by default. When enabled, the particular workflow module begins its execution. Conversely, if disabled, the workflow module remains inactive and won't proceed.
Skip	Allows the user to skip this specific workflow module during execution. When selected, it provides an option to bypass the particular workflow without affecting other modules in the sequence.
Rule	This determines the criteria for triggering the particular workflow module. When the selected rule is evaluated, and is satisfied, the workflow proceeds as provided. If not, the workflow will not be executed. Note: If no rules are set, the workflow defaults to its standard action without any rule. For more information about the rules, refer here.

4 Then, click on the Configs tab to set the necessary configurations.

Manage Configs

Name

Description

EPFO Verification Claims

Claims specify the information that should appear in the generated response. Note that only the selected claims will appear in the final response. The claims for Verify EPFO are, uan_number: Unique Account Number assigned to the individual by the EPFO. epfo_verified: This denotes whether the EPFO verification is completed ("True" if completed, "False" if not). epfo_verified_at: Timestamp (in Unix epoch format) indicating when the UAN number was verified using OTP. pf_uan: Provident Fund UAN (Universal Account Number) assigned to the individual. full_name: Full name of the individual. father_name: Name of the individual's father. dob: Date of birth of the individual. companies: List of companies the individual is associated with. pan_number: The PAN number assigned to the individual. aadhaar_number: The Aadhaar ID number. mobile_number: The individual's mobile phone number. email: The individual's email address. relation_name: Name of the individual’s relation (e.g., spouse, parent). relation_type: Type of relationship (e.g., father, mother, spouse). doj_epf: Date of joining EPF (Employees' Provident Fund). doj_eps: Date of joining EPS (Employees' Pension Scheme). account_number: Bank account number for salary deposits. ifsc: IFSC (Indian Financial System Code) of the bank branch. details: Additional details related to the individual's EPF and EPS accounts.

5 After you've configured everything needed, click on SAVE.

6 Proceed to attach the workflow to the relevant application for execution. Refer to the instructions on how to attach a workflow to an application here.

How it Works

1 Launch Postman or your preferred API tool and execute the flow by configuring the suitable Method, URL, and Body settings. If you're seeking guidance on how to perform these actions, see here.

2 Upon initiating the API call, a verification request will be sent to your configured Verification Way settings.

3 Based on the request, execute the flow in an incognito browser and follow the prompts to complete the verification process.

4 Begin by providing the UAN Number and click on Submit.

5 An OTP will be sent to the phone number associated with the UAN number. Please input the OTP and click on Submit to proceed.

6 The verification process will be completed if the entered data is valid.

If "force onboarding" is enabled in the API request, all users, regardless of status, will be directed to the onboarding flow first, followed by the verification flow if configured.

7 The response can differ depending on the chosen Verification Way and Notification Way configurations. To know more, see here.

8 Here is a sample response for Verify EPFO:

{
   "request id": "c64cf139-1956-4e8c-a48c-55fe3a6c38b3",
   "workflow": "verification",
   "user_id": "a5f1c4af-5a11-41£7-8c63-e36651230a21",
   "doj_epf":"2020-06-01",
   "pan_verified_at": "1723467587",
   "relation_type": "F",
   "uan number": "101xxxxxxxxxxxxxx",
   "pf_uan": "101xxxxxxxxxxxxxx",
   "pan_number": "GDJxxxxxx",
   "full_name": "JOHN MARK",
   "doj_eps": "2020-06-01",
   "epfo_verified" : "true",
   "dob": "1993-10-13",
   "epfo_verified_at": "1723467481", 
   "mobile_number": "xxxxxxxxx",
   "category": "person",
   "relation_name": "MARK",
   "email": "mark@gmail.com",
   "pan_verified": "true" 
}