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            Set Up an Integration for Employment Verification

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up an Integration for Employment Verification

            Set up an integration to verify the employment details provided by your loan applicants.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create integration definitions: IndustriesIntegrationFwk
            To create or update an Integration Procedure, a Data Mapper, or an Omniscript:

            OmniStudio Admin

            AND

            Digital Lending India Admin User
            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. Create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaEmploymentVerificationIntegDef as the integration definition name.
              4. For external service, enter the name of the registered external service that you want to use to connect to an external API.
              5. For action, select the method or the operation of the service provider API to be called to run the employment verification.
              6. Select DigitalLendingIndiaEmploymentInformationRequest as the input processor.
              7. Select DigitalLendingIndiaScreeningResponse as the output processor.
              8. Turn on Integration Ochestrator.
              9. Select the IntegrationOrchestrationShowIntegTimelineDetails Flexcard.
                Make sure to select a cloned and activated version of the Flexcard. This Flexcard shows the integration execution status and the request and response details.
              10. Select Automatic as the integration execution mode.

              This integration definition is automatically invoked during the Evaluation stage of the applicant record, provided a stage transition plan is configured for the applicant record stages in Stage Management. See Create a Stage Management Configuration for Applicant Stages.

              The DigitalLendingIndiaAMLRequest input processor calls these Data Mappers.

              • DigitalLendingIndiaGetEmploymentDetails
              • DigitalLendingIndiaCreatePartyScreening
              • DigitalLendingIndiaTransformEmploymentVerfRqst

              To prepare the input in a format as expected by the external service API for verifying the applicant’s employment details, configure the cloned copy of the DigitalLendingIndiaTransformEmploymentVerfRqst Data Mapper.

              The DigitalLendingIndiaAMLResponse output processor calls these integration definitions.

              • DigitalLendingIndiaGetPersonEmpAddrDtl
              • DigitalLendingIndiaCreatePartyScreening
              • DigitalLendingIndiaCreatePartyScreeningStep
              • DigitalLendingIndiaUpdatePersonEmployment

              To handle the response from the external service API for an applicant’s employment verification, configure the cloned copy of the DigitalLendingIndiaUpdatePersonEmployment Data Mapper.

            3. Save your changes and activate the integration definition.

            See Also

             
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