Setting up ADFS Claim Rule for PrecisionLender Single Sign-On

Banks connecting PrecisionLender to an internal ADFS Identity Provider may need to create a Claim Rule mapping as follows: 

1. Open up ADFS 2.0.
2. Trust Relationships > Relying Party Trusts. Right click on the Relying Party > Edit Claim Rules… > Add Rule…

3. In the Select Rule Template dialog > Claim rule template list, select “Transform an Incoming Claim”, and hit Next.

4. Enter a Claim rule name. In the Incoming claim type list, select Windows account name.
5. Claim name = User Account Name (this is free-form text)
1. Incoming claim type = Email Address
2. Incoming name ID format = Unspecified (grayed out and can't be changed)
3. Outgoing claim type = Name ID
4. Outgoing name ID format = Email
5. Chose the option "Pass through all claim values"
6. Click on View Rule Language and you should see something like this: 
   

   Format="urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress"

Reference article from PingOne:

• ADFS Integration with PingOne