eIDAS • AML / KYC • PSD2 SCA

Identification vs
Authentication

Two fundamental concepts in banking, digital identity and eIDAS.
Understanding the difference is essential for designing legally strong
on-site, in-app and remote signing processes.

Who?
Identification
Now?
Authentication
Both
Required for QES
rSign
All modules covered

Two different questions

Confusion between these two concepts is one of the most common sources of legal and process risk in digital signing.

Identification

“Who are you?”

Establishes and verifies the real-world identity of a person.
Usually performed once (or periodically) at onboarding or when a qualified certificate is issued.

  • Creates a trusted identity record
  • High-assurance KYC / AML process
  • Passport, ID card, video ID, biometrics
  • Regulatory basis: AML + eIDAS
  • Result: Confirmed identity
Authentication

“Are you that person right now?”

Proves that the person currently interacting is the same one who was previously identified.
Performed repeatedly — every login, every transaction, every signature.

  • Protects access and actions
  • Confirms the current session
  • OTP, SCA, biometrics, PIN, device binding
  • Regulatory basis: PSD2 SCA + eIDAS
  • Result: Confirmed session

Detailed comparison

Core question

Identification: Who are you?
Authentication: Are you that person now?

Frequency

Identification: Once (or rare / periodic refresh)
Authentication: Many times — every relevant action

Main goal

Identification: Create a trusted identity record
Authentication: Protect access and confirm the current action

Typical methods

Identification: Official ID, video identification, biometrics
Authentication: OTP, SCA, biometrics, PIN, device binding

Regulatory drivers

Identification: AML / KYC + eIDAS identity proofing
Authentication: PSD2 Strong Customer Authentication + eIDAS

rSign examples

Identification: Branch face-to-face for OQES
Authentication: App SCA session for IQES

Why both are required for a full QES

To issue a Qualified Digital Certificate (and therefore create a full Qualified Electronic Signature),
the QTSP must be confident of two things.

1. High-assurance identification

The certificate is issued to the correct real person.
Identity must be verified with a high level of assurance (face-to-face or equivalent methods accepted under eIDAS).

2. Strong authentication at the moment of use

Only the rightful owner can use the certificate or approve the signature.
This is ensured by SCA, OTP, biometrics or other strong factors at signing time.

One without the other is not enough

Strong identification without current authentication leaves the process open to session takeover.
Strong authentication without proper prior identification means the certificate may be linked to the wrong person.

Bank as Registration Authority

In IQES the bank re-uses the high-assurance KYC performed at onboarding and confirms the current SCA session.
This combination satisfies the QTSP’s identity-proofing requirements for a one-time QDC.

How identification & authentication work in each module

On-Site • QES

OQES

Identification: Face-to-face by bank clerk at the branch (official ID document).

Authentication: Performed during the same visit (OTP, biometric or explicit consent).

  • One-time QDC issued by QTSP
  • Full Qualified Electronic Signature
  • No signature-pad hardware required
In-App • QES

IQES

Identification: Already performed at account opening (high-assurance KYC) — re-used.

Authentication: Current Strong Customer Authentication (SCA) session inside the banking app.

  • Bank acts as Registration Authority
  • One-time QDC for the session
  • Customer never leaves the app
Remote • QES

RQES

Identification: Handled by the trusted cloud identity provider or national eID scheme.

Authentication: Handled by the same identity provider at the moment of signing.

  • Existing or session-based QDC
  • Fully remote — no branch visit
  • Multiple ID providers supported
On-Site • AES

PAES

Identification: Face-to-face by bank clerk.

Authentication: Biometric characteristics of the handwritten signature captured on the pad + process controls.

  • Advanced Electronic Signature
  • Strong evidentiary value
  • Qualified timestamp included

Authentication is still required face-to-face

Even when identification is performed in person by a bank clerk,
authentication is still needed for the actual signature or transaction.

1. Identification

Clerk checks the official ID document (ID card / passport) → answers “Who are you?”

2. Authentication

Proof that the same person is now approving / signing the document → answers “Are you that person right now?”

Authentication methods in face-to-face scenarios

OTP / SMS

Code sent to the customer’s registered mobile number. Most common technical factor used with OQES.

Signature pad (PAES)

Biometric characteristics of the handwritten signature captured on a dedicated pad.

Biometric on tablet

Fingerprint or face recognition on the branch device.

PIN / password

Customer enters a secret known only to them on the terminal.

Clerk confirmation

Clerk confirms in the system that the identified person is the one acting. Useful but weaker alone.

Recommendation

For full QES, combine clerk confirmation with at least one technical factor (most commonly OTP).

Proving “Clerk Confirmation”

When no PIN, OTP or biometric is used, the evidence of authentication relies on the bank’s internal process and audit logs.

What can be proven

Clerk’s authenticated system session, timestamp and branch location,
customer ID linked to the action, exact action confirmed in the log,
clerk user ID, and internal process documentation.

Limitations

Relies heavily on human correctness. Weaker technical non-repudiation.
Can be challenged in disputes. Usually not sufficient alone for QTSPs issuing a QES.

Best practice for OQES

Clerk confirmation alone is acceptable only for lower-risk processes.
For full QES it is strongly recommended to combine it with at least one technical factor (OTP is the most practical).

rSign support

The platform captures the necessary process metadata so that identification,
authentication method and clerk actions form a coherent evidence package.

Key takeaway

Identification answers “Who are you?”

It creates the trusted identity record that a Qualified Certificate (and therefore a QES) can be linked to.

Authentication answers “Are you that person right now?”

It ensures that only the rightful owner can approve the signature at the moment it is created.

Both are required — even face-to-face

Clerk confirmation can be evidenced via audit logs, but for QES it should be combined with a technical factor.

rSign covers every combination

OQES, IQES, RQES and PAES are designed so that identification and authentication are correctly paired for the chosen legal strength.

Correct identification + strong authentication = full QES

rSign implements both sides of the equation for on-site, in-app and remote signing —
so banks can offer the highest legal strength with confidence.

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