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            Create an Integration Definition for the Estate Planning Service Process

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            Create an Integration Definition for the Estate Planning Service Process

            The Estate Planning service process uses the FSCRtl_EstatePlanning integration definition. It calls the API to submit the client’s estate planning request in the core banking system. You can 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 FSCRtl_EstatePlanning as the name and developer name of the definition.
            5. Find and select the fscserviceprocess.FSCRtlEstatePlanningIntegrationProvider 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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