Set Up an Integration for Advanced Permanent Account Number (PAN) Authentication
Set up an integration definition to validate the identity of a PAN holder by authenticating both the applicant’s photograph and PAN card image.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create integration definitions: | IndustriesIntegrationFwk |
| To create or update an Integration Procedure, a Data Mapper, or an Omniscript: | OmniStudio Admin AND Digital Lending India Admin User |
- From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
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Create an integration definition.
- Click + New.
- Select External Services Defined as the type.
- Enter DigitalLendingIndiaPANAdvancedAuthIntegDef as the integration definition name.
- For external service, 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 authenticate the validity and existence of PAN.
- Select DigitalLendingIndia_PANAdvancedAuthInput as the input processor.
- Select DigitalLendingIndia_PANAdvancedAuthOutput as the output processor.
This integration definition is automatically invoked during the Identity Verification stage of the party profile record, provided a stage transition plan is configured for the party profile stages in Stage Management. See Create a Stage Management Configuration for Party Profile Stages.
The DigitalLendingIndia_PANAdvancedAuthInput input processor calls these Data Mappers.
- DigitalLendingIndiaPANAdvancedAuth
- DigitalLendingIndiaCreatePartyIdentityVerf
- DigitalLendingIndiaGenPANAdvncdAuthRqstBody
To prepare the input in a format as expected by the external service API, for verifying an applicant’s identity with the given photograph and PAN card image, configure the cloned copies of the DigitalLendingIndiaPANAdvancedAuth and DigitalLendingIndiaGenPANAdvncdAuthRqstBody Data Mappers.
The DigitalLendingIndia_PANAdvancedAuthOutput output processor calls these Data Mappers.
- DigitalLendingIndiaGetPartyProfileAccount
- DigitalLendingIndiaUpdateVIdEntities
To handle the response from the external service API for an applicant’s identity verification using photograph and PAN card image, configure the cloned copies of the DigitalLendingIndiaGetPartyProfileAccount and DigitalLendingIndiaUpdateVIdEntities Data Mappers.
- Save your changes and activate the integration definition.
