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            Set Up Mastercard Transaction Enrichment

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            3. Financial Services Cloud Admin Guide

            Set Up Mastercard Transaction Enrichment

            Show rich merchant details for Mastercard transactions by integrating Transaction Dispute Management with Ethoca Consumer Clarity™. This integration provides cardholders with clear, recognizable information from the merchant to add valuable context to their transaction history.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Configure the Endpoint for Ethoca Consumer Clarity™

            Create external credentials and named credentials with details of how Salesforce authenticates to these enrichment providers.

            Required Editions

            User Permissions Needed
            To view external credentials: View Setup and Configuration
            To create, edit, or delete external credentials: Manage Named Credentials or Customize Applications

            Before you begin, ensure that you enabled user access to the User External Credentials object. See Enable User Access to User External Credentials Object for Transaction Dispute Management.

            1. To specify the URL of the Ethoca Consumer Clarity enrichment provider endpoint, create a custom authentication external credential.
              1. From Setup, in the Quick Find box, enter Named Credentials, and then select Named Credentials.
              2. To create an external credential, go to External Credentials and then click New.
              3. Enter a label and a name for the external credential.
              4. From the Authentication Protocol dropdown list, select Custom.
              5. Save your changes.
              6. To create a named credential to reference the external credential you created, go to Named Credentials and then click New.
              7. Enter a label and a name for the named credential.
                Make a note of the named credential name. Use it to update the integration definition.
              8. In the URL field, enter the URL of the callout endpoint.
              9. From the External Credential dropdown list, select the external credential that you created.
              10. Save your changes.
                You’re taken to the Named Credentials screen.
            2. Create a principal for the custom authentication external credential.
              After you’ve created an external credential that uses custom authentication, create a principal for it. You can then map this principal to profiles of users who need access.
              1. On the Named Credentials page, go to External Credentials.
              2. Select the custom external credential you created.
              3. Scroll to the Principals section.
              4. To create a principal for this external credential, click New.
              5. Enter a parameter name and a sequence number.
              6. From the Identity Type dropdown list, select Named Principal.
              7. Enter a username and a password.
              8. Save your changes.
            3. Enable the external credential principal for users.
              To make callouts to the external Ethoca enrichment provider, give profiles access to the principal of the external credential that you created. For more information, see Enable External Credential Principals.
            4. Store the private keys of Ethoca Consumer Clarity as a certificate in Salesforce.
              The consumer key and the private keys establish a secure connection between Salesforce and the external enrichment provider.
              1. Convert the P12 keystore containing the private keys of Consumer Clarity into a Salesforce-compatible JavaKeystore (JKS) format using this command.
                keytool -importkeystore -srckeystore [MY_FILE.p12] -srcstoretype pkcs12 -srcalias [ALIAS_SRC] -destkeystore [MY_KEYSTORE.jks] -deststoretype jks -deststorepass [PASSWORD_JKS] -destalias [ALIAS_DEST]

                For more information, see Generate a salesforce compatible JKS from PFX or P12.

              2. From Setup, in the Quick Find box, enter Certificate, and then select Certificate and Key Management.
              3. Click Import from Keystore.
              4. Upload the keystore file that you converted.
              5. Enter the keystore password.
              6. Save your changes.

            See Also

            Create an Integration Definition for Ethoca Consumer Clarity™

            Transaction Dispute Management uses an integration definition to specify the details of how Salesforce communicates with the Ethoca Consumer Clarity™ transaction enrichment provider. The integration definition calls the API to get the merchant-related information for transactions in the dispute intake OmniScript.

            Required Editions

            User Permissions Needed
            To create Apex-defined integration definitions: Customize Application

            Before you begin, ensure that you created the needed named credentials and external credentials. See Set Up Mastercard Transaction Enrichment.

            1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
            2. Click + New.
            3. For Type, select Apex Defined.
            4. Enter a name and a developer name for the integration definition.
            5. Enter a name and a developer name for the integration definition.
              Make a note of the developer name of the integration definition. Use it to update the FSCTransactionDisputeManagement/ThirdPartyEthocaEnrichment Integration Procedure.
            6. Click Next.
            7. Search for and select ThirdPartyConsumerClarityEnrchIntegPrvd Apex class.
            8. For the Enrichment Provider Named Credential attribute value, enter the name of the named credential that you created for Consumer Clarity.
            9. For the Get Ethoca Consumer Key attribute value, enter the consumer key that you obtained from Consumer Clarity for enrichment.
            10. For the Get Ethoca Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Consumer Clarity that you uploaded to Salesforce.
            11. Save and activate the integration definition.

            Update the Integration Procedure with the Integration Definition Name

            Add the developer name of the integration definition you created for the enrichment service provider in the FSCTransactionDisputeManagement/ThirdPartyEthocaEnrichment integration procedure.

            Required Editions

            User Permissions Needed
            To update Integration Procedures: OmniStudio Admin
            To run Integration Procedures: OmniStudio User
            1. From the App Launcher, find and select OmniStudio.
            2. In the OmniStudio app, from the navigation bar, select Integration Procedures.
            3. Select the FSCTransactionDisputeManagement/ThirdPartyPlaidEnrichment Integration Procedure and open the highest version.
            4. Create a version of the Integration Procedure.
            5. Click CallEthocaEnrichmentApi remote action.
            6. In the Additional Input section, for IntegrationDefinition, enter the developer name of the integration definition you created for the Consumer Clarity enrichment provider.
            7. Save and activate the Integration Procedure.
             
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