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
From Setup, in the Quick Find box, enter integration definitions,
and then select Integration Definitions.
Create an integration definition.
Click + New.
Select External Services Defined as the type.
Enter DigitalLendingIndiaOCRChequeIntegDef as the name of the
integration definition.
Enter the name of the registered external service that you want to use to connect to an
external API.
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.
Select DigitalLendingIndia_OCRChequeRequest_Procedure_1 as the
input processor.
Select DigitalLendingIndia_OCRChequeResponse_Procedure_1 as the
output processor.
Save your changes, and activate the integration definition.
The DigitalLendingIndia_OCRChequeRequest_Procedure_1 input processor calls these data
mappers.
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