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            Set Up an Integration for Form-16 Extraction with OCR

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            3. Financial Services Cloud Admin Guide

            Set Up an Integration for Form-16 Extraction with OCR

            Set up an integration to validate the structure of the uploaded Form-16 and extract the income tax details from the uploaded Form-16 document and assess an applicant’s financial stability.

            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, enterintegration definitions, and then select Integration Definitions.
            2. To validate the PAN uploaded by the applicant, create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaGetForm16DetailsIntegDef as the integration definition name.
              4. For the external service, enter the name of the registered external service that you want to use to connect to an external API.
              5. For the action, select the method or the operation of the service provider API to be called to match the address of the party profile with the address in Aadhaar.
              6. Select DigitalLendingIndia_PrepareForm16OCRInputDetails as the input processor.

              This integration definition is invoked by the DigitalLendingIndia_GetForm16Details integration procedure from the DigitalLendingIndiaApplicationFormOnboarding and DigitalLendingIndiaAdditionalApplicantOnboarding Omniscripts. It is triggered when a user clicks the Validate Form-16 button on the Omniscript.

              The DigitalLendingIndia_GetForm16Details integration procedure calls the DigitalLendingIndiaValidateUserSelections data mapper.

              The DigitalLendingIndia_PrepareForm16OCRInputDetails input processor calls the DigitalLendingIndiaGetDocumentOcrfromContentDocument data mapper.

            3. Save your changes and activate the integration definition.
             
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