Create Integration Definitions for the Manage Beneficiaries Wealth Banking Service
Process
The Manage Beneficiaries Service Process uses the FSCWlth_ManageBeneficiaries and
FSCWlth_GetBeneficiaryDetails integration definitions. It calls the API to submit the client’s
Manage Beneficiaries request to the core banking system. You can use
these
integration definitions, 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
From Setup, in the Quick Find box, enter Integration Definitions,
and then select Integration Definitions.
Click + New.
Select Apex Defined as the integration definition type.
Enter FSCWlth_ManageBeneficiaries as the name and developer name of
the definition.
Find and select the
fscserviceprocess.FSCWlthManageBeneficiariesIntegProvider Apex
class.
Confirm that the attribute value is
FSC_wealth_integrations_V1_0_0.
The Attribute Name and Attribute Value fields are automatically populated. To point to a
different Nnamed Credential, enter an attribute name and attribute value.
Save and activate the definition.
Similarly, create another integration definition with these values.
Select Apex Defined as the type.
Enter FSCWlth_GetBeneficiaryDetails as the name and developer
name.
Find and select the
fscserviceprocess.FSCWlthBeneficiaryDetailsSrvcIntegPrvd Apex
class.
Confirm that the attribute value is
FSC_wealth_integrations_V1_0_0.
Save and activate the definition.
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