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            Set Up Integrations for eNACH Fee Payments

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

            Set Up Integrations for eNACH Fee Payments

            To manage eNACH fee payments, you need to set up two related integrations. The first integration automatically initiates a debit request for an origination fee or a processing fee and can be integrated at any point in the loan journey. For example, it can be configured to run when the loan application moves to the final stage (from Operations to Book to Core stage). The second integration retrieves the status of the debit request to confirm if the payment was successful.

            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

            Integration to Initiate the Debit Request

            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
              This integration automatically triggers a fee payment debit request. For this automation to work, you must configure Stage Management to invoke the integration when an Application Form’s stage is updated (for example, from Operations to Book to Core stage).
            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 DigitalLendingIndiaEnachFeePaymentIntegDef.
              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 initiate the eNACH debit.
              5. Select the input processor as DigitalLendingIndia_EnachFeePaymentRequest.
              6. Select the output processor as DigitalLendingIndia_EnachFeePaymentResponse.
              7. Turn on Integration Orchestrator.
              8. Select IntegrationOrchestrationShowIntegTimelineDetails as the FlexCard.
                Make sure that you’ve selected a cloned and activated version of the FlexCard. This FlexCard shows the integration execution status and the request and response details.
              9. Select Automatic as the integration execution mode.
              Invocation Details:

              To configure the trigger, add this integration definition as an auto-launched step to a stage transition in your Application Form’s Stage Management plan. In the standard configuration, it’s invoked when the record moves from the Operations to the Book to Core stage. For more details on configuring stages, see Stage Management for Application Form.

              This integration is invoked by the DigitalLendingIndia_InitiateEnachFeePaymentDebitRequest integration procedure from the DigitalLendingIndia_AddFeePaymentDetails OmniScript. This OmniScript is designed to be launched as a manual task from the Record Stage Overview component during a relevant stage of the Application Form, such as Operations to Book to core.

              The handler processor DigitalLendingIndia_AddFeePaymentDetails calls the DigitalLendingIndiaEnachFeePaymentIntegDef integration definition and the following data mapper:

              DigitalLendingIndiaUpiFeePaymentPayload Data Mapper Configuration:

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

              • DigitalLendingIndiaUpiFeePaymentRequest

              The output processor DigitalLendingIndia_EnachFeePaymentResponse calls the following data mappers to handle the response:

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTfrmEnachFeePaymentResponse
            4. Save your changes and activate the integration definition.

            Integration to Get Debit Request Status

            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
              This integration allows a user to check the status of a debit request that was initiated by the process described earlier.
            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 DigitalLendingIndiaGetEnachFeePaymentStatusIntegDef.
              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 get the eNACH debit status.
              5. Select the input processor as DigitalLendingIndia_GetEnachFeePaymentStatusRequest.
              6. Select the output processor as DigitalLendingIndia_GetEnachFeePaymentStatusResponse.
              7. Turn on Integration Orchestrator.
              8. Select IntegrationOrchestrationShowIntegTimelineDetails as the FlexCard.
                Make sure that you’ve selected a cloned and activated version of the FlexCard. This FlexCard shows the integration execution status and the request and response details.
              9. Select Automatic as the integration execution mode.
              Invocation Details:

              This integration is invoked by the DigitalLendingIndia_GetEnachFeePaymentStatus integration procedure, which is called from the DigitalLendingIndia_GetFeePaymentStatusOmniscript. This OmniScript is placed on the Payment Mandate record page.

              The handler processor DigitalLendingIndia_InitiateGetEnachFeePaymentStatus calls the DigitalLendingIndiaGetEnachFeePaymentStatusIntegDef integration definition and the following Data Mapper:

              DigitalLendingIndiaGetCustomerPaymentmandateDetailsData Mapper Configuration:

              The input processor DigitalLendingIndia_GetEnachFeePaymentStatusRequest calls the DigitalLendingIndia_GetEnachFeePaymentStatusRequest DigitalLendingIndiaSetEnachTransactionIdToPayload data mapper.

              The output processor DigitalLendingIndia_GetEnachFeePaymentStatusResponse calls the following data mappers:

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTfrmEnachFeePaymentResponse
            4. Save your changes and activate the integration definition.

            See Also

             
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