To
generate a unique link to
e-sign
the uploaded document and send the link to the applicant by email or SMS, 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 definition, 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 DigitalLendingIndiaESignSessionIntegDef 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 generate a unique link for ESign.
Select DigitalLendingIndia_ESignRequest as the input
processor.
The DigitalLendingIndia_ESignRequest input processor calls the
DigitalLendingIndiaGetDocumentEsignFromContentDoc Data Mapper.
Save your
changes,
and activate the integration definition.
Note Make sure that the
applicant’s
Party Profile
mobile,
name, and phone number are mentioned on the application form before the
credit processing agent or the operations officer
sends the
document for e-sign.
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