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            Create an Integration Definition for the Initiate Automated Customer Account Transfer Service Process

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            3. Financial Services Cloud Admin Guide

            Create an Integration Definition for the Initiate Automated Customer Account Transfer Service Process

            The Initiate Automated Customer Account Transfer service process uses the FSC_InitiateAutomatedAccountTransfer integration definition. It calls the API to submit the client’s Initiate Automated Account Transfer request to the core banking system. Use this integration definition, or create your own.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create Apex Defined integration definitions: Customize Application
            1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
            2. Click + New.
            3. Select Apex Defined as the integration definition type.
            4. Enter FSC_InitiateAutomatedAccountTransfer as the name and developer name of the definition.
            5. Find and select the fscserviceprocess.FSCWlthInitAutomatedAcctTrfrIntegPrvd Apex class.
            6. Confirm that the attribute value is FSC_fsc_integrations_V1_0_0.
              The Attribute Name and Attribute Value fields are automatically populated. To point to a different Named Credential, enter an attribute name and attribute value.
            7. Save and activate the definition.
             
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