Customer Evaluation GuideStatic PoC ContentUse-Case Driven

Okta For AI Agents: Proof-Of-Value Guide For Real Customer Evaluation

Use this guide to validate two outcomes: O4AA features operate as documented, and your highest-priority AI use cases can be supported with appropriate security, governance, and developer velocity.

How To Use This Guide

This guide is built for solution sprints. Use it to align business priorities, validate technical controls, and produce a decision-ready readout.

Populate business challenges and business impact before kickoff.
Prioritize 2 to 4 high-value use cases to validate during the sprint.
Confirm success criteria and evidence requirements with customer stakeholders.
Review this guide with the customer before Session 1 to lock scope.

Evaluation Tenets

Validate capabilities through evidence, not assumptions.
Prioritize business-critical use cases over broad low-depth testing.
Every delegated action must preserve user and agent attribution.
Negative-path tests are required for security claims.

Evaluation Goals

Feature Validity

Do O4AA capabilities work as represented?

Evidence: Protocol traces, policy outcomes, token claims, and audit logs prove behavior.

Success: All required controls pass acceptance tests with reproducible steps.

Use Case Fit

Can O4AA support this customer's target use cases with acceptable risk and effort?

Evidence: End-to-end workflows complete across selected systems with scoped permissions.

Success: Priority use cases meet predefined business and technical success criteria.

Business Challenges And Impact

Challenge
Primary Stakeholders
Business Impact
AI agent sprawl and uncontrolled build activity across approved and unapproved channels.
Security, Platform Engineering, IT
Shadow AI expansion and fragmented controls create inconsistent trust boundaries.
Personal credentials and unmanaged API tokens being used by AI agents.
Security, Compliance
Untraceable access paths and elevated breach/audit risk for critical systems.
Over-privileged SaaS and internal API access with weak per-resource scoping.
IAM, Application Owners
High blast radius and hard-to-enforce least privilege in agent workflows.
Missing agent discovery and weak infrastructure for MCP and enterprise integrations.
Architecture, Dev Productivity
Slow onboarding and inability to govern new agent connectivity patterns.
Operational overload from ad-hoc onboarding and one-off integration requests.
IT Operations, Security Operations
Engineering time is spent rebuilding auth patterns instead of shipping business value.

Proposed O4AA Capability Areas

Centralized Security And Governance

Granular policy controls for every agent action across models, APIs, and data resources.

Agent Identity Lifecycle Management

Provision, rotate, and deprovision agent identities with standardized governance controls.

Unified Developer Experience

A consistent identity layer for agent integrations that reduces one-off auth implementations.

Audit And Compliance

Action-level traceability with user and agent attribution for defensible compliance posture.

Discovery And Risk Detection

Visibility into discovered agents, owners, and permissions to identify high-risk exposures early.

Use Case Validation Map

Where Are My Agents?

Discovery and registration of unmanaged agent activity

Set up managed browser and trusted certificate baseline.
Authorize third-party AI services and verify visibility in ISPM inventory.
Register discovered third-party agents in Universal Directory with ownership metadata.

What Can My Agents Connect To?

Secure and scoped connectivity to enterprise resources

Configure custom authorization server for XAA and protected resources.
Validate ID-JAG exchange and user plus agent token attribution.
Validate brokered consent for SaaS APIs and policy enforcement consistency.
Validate MCP bridge for custom and commercial MCP servers.

What Can My Agents Do?

Governance, approvals, and lifecycle control

Enable access request workflows for AI workload principals.
Validate approvals and justification capture in audit logs.
Run access certification campaign for stale entitlement detection and cleanup.

Deep-Dive Use Cases

Use Case 1: Team-Based Agentic Assistant

Business objective: Validate a shared team agent model where effective permissions are the governed intersection of user context, agent authorization, and organizational policy.

Agent identity lifecycle is fully governed including rotation and deprovisioning.
Team boundaries are enforced for shared-agent operations.
Jira, Confluence, and GitHub integrations use delegated credentials with guardrails.
Audit logs attribute each action to requesting user and executing agent.

Use Case 2: Claude Code Sandboxing Via Agent Identity

Business objective: Prove read-only and constrained delegation where developer agent permissions never exceed explicit agent grants even for privileged users.

Permission intersection logic denies write actions when agent has read-only scope.
No privilege escalation through delegated execution paths.
Delegation can be resource-scoped, time-bounded, and revocable.
All operations are fully attributable in logs with user-agent pairing.

Use Case 3: Okta IDP For AWS Bedrock OBO Flow

Business objective: Validate on-behalf-of token exchange for Bedrock AgentCore with scoped, short-lived tokens preserving both user and agent identity.

Token exchange preserves subject and actor identity claims.
Policy denies invalid scope escalation and unauthorized exchange attempts.
Downstream authorization honors dual identity context.
CloudTrail and system logs provide end-to-end traceability for each delegated action.

Use Case 4: Okta IDP For Claude Apps Gateway

Business objective: Validate group-based fine-grained policy enforcement for Claude Code access without distributing API keys or cloud credentials to end-user devices.

Okta group claims drive managed policy selection for model and tool access.
Disallowed model and tool invocations are blocked server-side.
Deprovisioning and group removal revoke access within session TTL.
Conditional access and telemetry provide policy-gated and auditable operations.

Execution Tracks

Use Case Design Track

Map customer business priorities to testable use cases, then define measurable success criteria before technical execution.

Challenge to impact mapping
Use case prioritization and sprint sequencing
Evidence requirements and exit criteria

Platform Validation Track

Validate identity issuance, delegated authorization, and policy enforcement against enterprise resource integrations.

XAA and ID-JAG token exchange validation
Brokered consent and managed connection validation
MCP bridge and policy boundary validation

Governance Proof Track

Prove operational governance with access workflows, certifications, and audit-ready evidence capture.

Access request and approval workflows
Certification and recertification cycles
Executive readout artifact generation

Control Verification Matrix

Control
What To Verify
Evidence Required
Status
Cross App Access (XAA) with ID-JAG
Dual identity claims exist and scopes match policy constraints.
Token payload screenshots and successful policy-gated API calls.
Ready to Validate
Secured Token Service (STS)
Brokered consent and short-lived downstream token retrieval works for target SaaS.
Consent records, token lifetime details, and protected API access traces.
Ready to Validate
Okta MCP Bridge
Authenticated commercial and custom MCP sessions can only access approved tools.
Bridge configuration, failed unauthorized attempts, successful scoped actions.
Ready to Validate
Governance Workflows
Access request, approval evidence, and certification reviews are enforceable and auditable.
Workflow execution artifacts and certification campaign outputs.
Ready to Validate

Decision Scorecard Template

Criterion
Pass Definition
Evidence
Feature Behavior Matches Claims
Core controls execute as documented across positive and negative test paths.
Protocol traces, denied action logs, and successful authorized actions.
Use Cases Are Supported
Prioritized use cases complete with required user experience, risk posture, and performance.
Scenario run outputs, UX walkthroughs, and stakeholder sign-off.
Governance Is Operational
Approvals, entitlement reviews, and revocation controls are actionable and measurable.
Workflow run logs, certification records, and revocation test evidence.
Production Readiness Is Credible
Identified gaps have mitigation plans, owners, and realistic delivery timelines.
Gap register, owner assignments, and post-PoC implementation roadmap.

Solution Sprint Sequence

Session 0

Step 1: Kickoff And Scope

Align business priorities, finalize use cases, define proof criteria, and lock environment prerequisites.

Use case shortlist approved (2 to 4)
Success criteria and evidence model agreed
Sprint roles and timeline finalized
Week 1

Step 2: Session 1: Visibility

Validate discovery and registration controls for managed and unmanaged agents.

Discovery workflow executed with evidence
Agent identity records created with ownership tags
Risk observations documented
Week 2

Step 3: Session 2: Secure And Authorize

Validate token exchange, delegated authorization, and bridge patterns across selected resources.

XAA and ID-JAG flows validated
SaaS brokered access path validated
Commercial and custom MCP bridge path validated
Week 3

Step 4: Session 3: Govern And Readout

Validate governance controls and produce executive-ready recommendations for production adoption.

Access requests and certification workflows tested
Audit trail and attestation bundle complete
Final decision report delivered

Appendix: Core Control Patterns

Cross App Access (XAA)

Delegated user-context-aware access using ID-JAG where tokens carry both user and agent identity context.

Secured Token Service (STS)

Okta brokers third-party OAuth tokens so agents use short-lived delegated tokens instead of long-lived credentials.

Pre-Shared Key (Vaulted Secret)

Static secrets are vaulted and retrieved at runtime through governed connections rather than embedded in code or config.

Service Account

Credentialed service identity managed with lifecycle controls and mapped to policy-governed enterprise access boundaries.

Okta MCP Bridge

Identity-aware mediation layer for commercial and internal MCP access with policy-enforced delegated execution.

Next Step

Run The Sprint, Capture Evidence, And Make A Defensible Go Or No-Go Decision

This guide replaces one-off docs with a repeatable evaluation model for customer teams. Keep it as the living source of truth throughout kickoff, testing sessions, and executive readout.