Set Up an Integration to Fetch PAN Profile Details
To get the profile details of an applicant from their PAN, set up an integration. This
integration definition is automatically invoked when the
Party
Profile moves from the Initiated to Identity Verification stage through Stage
Management.
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 DigitalLendingIndiaPANProfileDetailedIntegDef 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 profile details from the PAN.
Select DigitalLendingIndia_PANProfileRequest_Procedure_1 as the
input processor.
Select DigitalLendingIndia_PANProfileResponse_Procedure_1 as the
output processor.
Save your changes, and activate the integration definition.
The DigitalLendingIndia_PANProfileRequest_Procedure_1 input processor calls the
DigitalLendingIndiaGetPanAadharDetails Data Mapper.
The DigitalLendingIndia_PANProfileResponse_Procedure_1 input processor calls the
DigitalLendingIndiaCreatePartyIdentityVerificationForPANProfile Data Mapper.
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