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Set Up an Integration to Send for EStamp

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Set Up an Integration to Send for EStamp

To generate a unique link to e-stamp the uploaded document and send the link to the applicant by email or SMS, set up the DigitalLendingIndiaESignSessionIntegDef 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 DigitalLendingIndiaESignSessionIntegDef 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 generate a unique link for EStamp.
    6. Select DigitalLendingIndia_EStampRequest as the input processor.
  3. Save your changes, and activate the integration definition.

    The DigitalLendingIndia_ESignRequest input processor calls the DigitalLendingIndia_EStampRequest data mapper.

See Also

 
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