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            Create Integration Definitions for the Set Up Required Minimum Distribution Service Process

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            Create Integration Definitions for the Set Up Required Minimum Distribution Service Process

            The Set Up Required Minimum Distribution Service Process uses the FSCWlth_SetupRequiredMinimumDistribution and FSCWlth_RqrMinDstrGetBankAccountDetails integration definitions. It calls the API to submit the client’s Set Up Required Minimum Distribution 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
            1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
            2. Click + New.
            3. Create an integration definition.
              1. Select Apex Defined as the type.
              2. Enter FSCWlth_SetupRequiredMinimumDistribution as the name and developer name.
              3. Find and select the fscserviceprocess.FSCWlthSetupRequiredMinDstrIntegPrvd Apex class.
              4. 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.
              5. Save and activate the definition.
            4. Create another integration definition following the same process.
              1. For Type, select Apex Defined.
              2. For Name and Developer name, enter FSCWlth_RqrMinDstrGetBankAccountDetails.
              3. Search for and select the fscserviceprocess.FSCWlthRqrMinDstrGetBankAcctDtlIntegPrvd Apex class.
              4. Confirm that the Attribute Value is FSC_wealth_integrations_V1_0_0.
              5. Save and activate the definition.
             
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