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            Set Up an Integration for Voter ID Authentication

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

            Set Up an Integration for Voter ID Authentication

            Configure the integration to initiate a Voter ID authentication process. This integration retrieves the Voter ID number from the applicant's Party Profile (Primary Identifier field) and passes it as an input to an external API to verify its validity. This integration can be configured on Stage Management on PartyProfile on the required stage transition, e.g., on Initiated stage.

            Required Editions

            The ‘Primary Identification Type’ field on the Party Profile must be set to ‘Voter ID’ to run this integration and ‘Primary Identifier’ should be populated with the Voter ID of applicant.

            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 DigitalLendingIndiaVoterIdAuthIntegDef.
              3. For external service, enter the name of the registered external service that you want to use to connect to an external API.
              4. For action, select the method or the operation of the service provider API to be called to authenticate the applicant's Voter ID.
              5. Select the input processor as DigitalLendingIndia_VoterIdAuthRequest.
              6. Select the output processor as DigitalLendingIndia_VoterIdAuthResponse.
              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 invoked by the DigitalLendingIndia_DLandVoterIdAuthHandle integration procedure from the DigitalLendingIndia_DLAndVoterIdAuthOS Omniscript. This Omniscript is designed to be launched as a manual task from the Record Stage Overview component during a relevant stage of the Party Profile, such as Initiated, Identity Verification, in your Stage Management plan.

              Data Mapper Configuration:

              For Voter ID Authentication:

              Handler Integration Processor DigitalLendingIndia_DLandVoterIdAuthHandle calls the integration definition DigitalLendingIndiaVoterIdAuthIntegDef which contains below input and output processor.

              The input processor DigitalLendingIndia_VoterIdAuthenticationRequest calls the following data mappers to prepare the request payload:

              • DigitalLendingIndiaGetInitiatedPartyIdentity
              • DigitalLendingIndiaGetPartyProfileVoterIdInfo
              • DigitalLendingIndiaCreatePartyIdVerfForVoterId
              • DigitalLendingIndiaCreateVoterIdAuthRequestPaylod

              The output processor DigitalLendingIndia_VoterIdAuthenticationResponse calls the following data mappers to process the response from the external service:

              • DigitalLendingIndiaGetPartyIdentityVerfRecords
              • DigitalLendingIndiaGetPartyProfileVoterIdDetails
              • DigitalLendingIndiaUpdatePartyIdVerfForVoterId

              For Name Match of Voter ID Holder with Party Profile Name

              This integration is invoked by the DigitalLendingIndia_InitiateNameMatchHandler integration procedure from the DigitalLendingIndia_DLAndVoterIdAuth Omniscript when voter Id authentication integration is invoked successfully.

              Handler Integration Processor DigitalLendingIndia_InitiateNameMatchHandler calls the following data mappers and integration definition DigitalLendingIndiaNameMatchIntegDef which contains below input and output processor

              Handler Data Mappers

              • DigitalLendingIndiaCreatePayloadNameMatch
              • DigitalLendingIndiaGetPartyProfileAccount
              • UpdatePartyIdentityVerificationForNameMatch

              The input processor DigitalLendingIndia_InitiateNameMatchRequest calls the following data mappers to prepare the request payload.

              • DigitalLendingIndiaGetPartyIdentityandPartyIdentityStepRecords
              • DigitalLendingIndiaCreatePartyIdentityVerificationStep
              • DigitalLendingIndiaTransformNameMatchRequest

              The output processor DigitalLendingIndia_InitiateNameMatchResponse calls the DigitalLendingIndiaTransformNameMatchResponse data mapper to process the response from the external service.

              Ensure you configure cloned copies of these data mappers as required, to align with your specific external service provider’s API requirements.

            4. Save your changes and activate the integration definition.

            See Also

             
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