1. Five Easy Steps to Tech Transfer Using Knowledge Based Authentication in New Account Registration on KP.org Tim McKay, Ph.D., CISSP, SOUPS 2010

2. What Kaiser Permanente Did In 2008, KP.org began using Knowledge Based Authentication (KBA) as the main security control for the online establishment of new accounts on KP.org, a transactional consumer health portal with over 3 M accounts, which adds 60K to 80K new accounts each month. On the portal, users can view parts of their medical records and lab test results, securely email physicians, refill prescriptions and complete other sensitive transactions. Using KBA, accounts can be established and used within one Web session. The process, from exploration to full implementation, took approximately 18 months.

3. Step 1: Define a Problem What is the problem? Who thinks this is a problem? Who has money to solve the problem? What constraints are there to solving the problem? What new problems will be created by solving this problem?

4. Step 2: Propose a Solution So what do you know? So who do you know? So how can you know? So what will it cost? So who has to weigh in? So can you get approval?

5. Step 3: Complete a Purchase Invite Select Negotiate Interrogate Agree Comply Buy

6. Step 4: Make it Work Create requirements: happy and unhappy paths  Technical  User interface Run proof of concept: happy and unhappy paths  Technical  User interface Build/Test/Refine Prep the System: totality of workflow Launch  Soft  Progressive  Full

7. Step 5: Keep it Working Watch Talk Tweak (repeat)