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            Set Up an Integration for Cheque Optical Chracte Recognition (OCR)

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

            Set Up an Integration for Cheque Optical Chracte Recognition (OCR)

            To extract the bank account and owner details from the copy of the post dated cheque uploaded during pre-disbursement operations process, set up an integration. This integration definition is automatically invoked when the Application Form moves from the Operations stage to the 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 permission set

            AND

            Digital Lending India Admin User
            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. Create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaOCRChequeIntegDef 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 get the bank account and owner details from the cheque.
              6. Select DigitalLendingIndia_OCRChequeRequest_Procedure_1 as the input processor.
              7. Select DigitalLendingIndia_OCRChequeResponse_Procedure_1 as the output processor.
            3. Save your changes, and activate the integration definition.

              The DigitalLendingIndia_OCRChequeRequest_Procedure_1 input processor calls these data mappers.

              • DigitalLendingIndiaGetPaymentmandate
              • DigitalLendingIndiaGetDocTypeAndCategoryForCheques
              • DigitalLendingIndiaExtractApplicantChequeDCI

              The DigitalLendingIndia_OCRChequeResponse_Procedure_1 output processor calls the DigitalLendingIndiaUpdateDocCheckItemCheque data mapper.

            See Also

             
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