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            Set Up an Integration UPI Debit Request

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

            Set Up an Integration UPI Debit Request

            To initiate a UPI debit request for an origination fee or a processing fee from the applicant’s account, create an integration definition. Initiate this request when the mandate is registered through the applicant’s UPI. To get the status of the UPI debit request after the initiation, create another integration definition. The integration definition for creating a UPI debit request is automatically invoked when the Application Form moves from Operations to Book to Core stage.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create integration definitions: IndustriesIntegrationFwk
            To create or update an integration procedure, data mapper, or Omniscript:

            Omnistudio Admin

            AND

            Digital Lending India Admin User

            We recommend that you create an integration for UPI Debit Request after the mandate is registered with UPI as the authentication mode.

            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. To initiate a debit request, create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaUpiFeePaymentIntegDef as the name of the integration definition.
              4. 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 send a debit request to the applicant’s bank account on behalf of the lender.
                The maximum amount to be debited depends on the mandate amount which was confirmed at the time of mandate registration.
              6. Select DigitalLendingIndia_UpiFeePaymentRequest as the input processor.
              7. Select DigitalLendingIndia_UpiFeePaymentResponse as the output processor.
              The DigitalLendingIndia_UpiFeePaymentRequest input processor calls the DigitalLendingIndiaUpiFeePaymentRequest data mapper.

              The DigitalLendingIndia_UpiFeePaymentResponse output processor calls these data mappers.

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTransformUpiFeePaymentResponse
            3. Save your changes, and activate the integration definition.
            4. To get the status of the UPI debit request, create another integration definition.

              We recommend that you use the DigitalLendingIndiaGetUPIFeePaymentStatus Omniscript as a reference. Enhance this integration to run in runtime by using asynchronous callback options (webhook) to receive the response in realtime.

              1. Click + New
              2. SelectExternal Services Defined as the type.
              3. Enter DigitalLendingIndiaUpiFeePaymentStatusIntegDef as the name of the integration definition.
              4. 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 check the status of the debit request.
              6. Select DigitalLendingIndia_GetUpiFeePaymentStatusRequest as the input processor.
              7. Select DigitalLendingIndia_GetUpiFeePaymentStatusResponseas the output processor.

              This integration procedure invokes the DigitalLendingIndiaUpiFeePaymentStatusIntegDef integration definition from the DigitalLendingIndiaGetUPIFeePaymentStatus Omniscript.

              The DigitalLendingIndia_GetUpiFeePaymentStatusRequest input processor calls the DigitalLendingIndiaGetUpiFeePaymentStatusRequest data mapper.

              The DigitalLendingIndia_GetUpiFeePaymentStatusResponse output processor calls these data mappers.

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTransformUpiFeePaymentStatusResponse
            5. Save your changes, and activate the integration definition.
             
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