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            Set Up an Integration for KYC OCR for Voter ID

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

            Set Up an Integration for KYC OCR for Voter ID

            Set up an integration to perform Optical Character Recognition (OCR) on an uploaded Voter ID document. This process validates the ID number against user input and extracts the details from the document into the respective fields of the party profile.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled.

            User Permissions Needed
            To create integration definitions: IndustriesIntegrationFwk
            To create or update an Integration Procedure, Data Mapper, or an Omniscript:

            OmniStudio Admin permission set

            AND

            Digital Lending India Admin User
            To create a stage management configuration:

            Stage Management Design User

            AND

            Stage Management User
            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. Click + New.
            3. Configure the integration definition with the following details:
              1. Select the type as External Services Defined.
              2. Enter the integration definition name as DigitalLendingIndiaVoterIdKycOcrPlusIntegDef.
              3. For external service, enter the name of the registered external service you want to use.
              4. For action, select the service provider API method to be called to perform OCR on the Voter ID.
              5. Select the input processor as DigitalLendingIndia_KycOcrPlusRequest.
              6. Select the output processor as DigitalLendingIndiaCreateVoterIdKycOcrPlusResponse.
              7. Turn on Integration Orchestrator.
              8. 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.

              Invocation Details:

              This integration is a UI-Triggered Integration, typically invoked from an Omniscript DigitalLendingIndiaKycOCRFunctionality when a user uploads a Voter ID document and initiates a validation check. This Omniscript can be configured as a manual task within a stage like Document Validation in your Stage Management plan.

              This Omniscript DigitalLendingIndiaKycOCRFunctionality can also be repurposed by customizing and embedding it within Loan Intake Omniscript (DigitalLendingIndia_ApplicationFormOnboarding)

              This handler processor DigitalLendingIndia_InitiateKycOcrPlusForVoterId calls this DigitalLendingIndiaVoterIdKycOcrPlusIntegDef integration definition and the following data mappers:

              • DigitalLendingIndiaGetDCIDocumentfromPartyProfile
              • DigitalLendingIndiaInitiateVoterIdKycOcrPlusPayload
              • DigitalLendingIndiaUpdatePANDocChkItm
              • DigitalLendingIndiaUpdateVerficationIdEntities

              Data Mapper Configuration:

              The input processor DigitalLendingIndia_KycOcrPlusRequest calls the following data mappers:

              • DigitalLendingIndiaGetDocumentKycOcrfromPartyProfile
              • DigitalLendingIndiaGetDocumentKycOcrfromContentDocument
              • DigitalLendingIndiaGetInitiatedPartyIdentity
              • DigitalLendingIndiaCreatePartyIdVerification

              The output processor DigitalLendingIndiaCreateVoterIdKycOcrPlusResponse calls the DigitalLendingIndiaGetPartyProfileAccount data mapper.

            4. Save your changes and activate the integration definition.
             
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