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            Set Up an Integration for Bank Account Verification

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up an Integration for Bank Account Verification

            Set up an integration to verify the bank account details provided by your loan applicants.

            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, Data Mapper, or an Omniscript

            OmniStudio Admin permission set

            AND

            Digital Lending India Admin User
            1. From Setup, in the Quick Fund box, enter integration definitions, and then select Integration Definitions.
            2. Click + New.
            3. Create an integration definition.
              1. Select the type as External Services Defined.
              2. Enter the integration definition name as DigitalLendingIndiaBankAccVerification.
              3. For the external service, enter the name of the registered external service that you want to use to connect to an external API.
              4. For the action, select the method or the operation of the service provider API to be called to verify the bank account details.
              5. Select the input processor as DigitalLendingIndiaBankAccRequest.
              6. Select the output processor as DigitalLendingIndiaBankAccResponse.
              7. Turn on Integration Ochestrator.
              8. Select IntegrationOrchestrationShowIntegTimelineDetails as the FlexCard.
                Make sure that you’ve selected a cloned and activated version of the FlexCard. This FlexCard shows the integration execution status and the request and response details.
              9. Select Automatic as the integration execution mode.

              This integration definition is automatically triggered when the application form record transitions from the Operations stage to the Book to Core stage, provided that a stage transition plan is configured for the application form record stages in Stage Management. See Create a Stage Management Configuration for Application Form Record Stages.

              The DigitalLendingIndiaBankAccRequest input processor calls the DigitalLendingIndiaGetPymtMandate Data Mapper. 

              To prepare the input in a format as expected by the external service API for verifying the bank account details, configure the DigitalLendingIndiaGetPymtMandate Data Mapper.

              The DigitalLendingIndiaBankAccResponse output processor calls the DigitalLendingIndiaUpdatePaymentMandate Data Mapper. 

              To handle the response from the external service API for bank account verification, configure the cloned copy of the DigitalLendingIndiaUpdatePaymentMandate Data Mapper.

            4. Save your changes and activate the integration definition.

            See Also

             
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