Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Set Up an Integration for Driver's License (DL) Authentication

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Financial Services

Set Up an Integration for Driver's License (DL) Authentication

Configure the integration to initiate a Driver's License (DL) authentication process. This integration retrieves the DL number from the applicant's Party Profile (Primary Identifier field) and passes it to an external API to verify its validity. This integration can be configured on Stage Management on PartyProfile on the required stage transition, e.g., on Initiated stage.

Required Editions

The ‘Primary Identification Type’ field on the Party Profile must be set to ‘Driving License’ to run this integration. Also, ‘Primary Identifier’ field on the Party Profile must be set to the DL number and ‘Date of Birth’ field should be populated.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Agentforce Financial Services enabled.

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
To create a stage management configuration:

Stage Management Design User

AND

Stage Management User
  1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
  2. Click + New.
  3. Configure the integration definition with the following details:
    1. Select the type as External Services Defined.
    2. Enter the integration definition name as DigitalLendingIndiaDrivingLicenseAuthIntegDef.
    3. For external service, enter the name of the registered external service that you want to use.
    4. For action, select the service provider API method to be called to authenticate the applicant's DL.
    5. Select the input processor as DigitalLendingIndia_DrivingLicenseAuthenticationRequest.
    6. Select the output processor as DigitalLendingIndia_DrivingLicenseAuthenticationResponse.
    7. Turn on Integration Orchestrator.
    8. Select the IntegrationOrchestrationShowIntegTimelineDetails Flexcard. Make sure to select a cloned and activated version of the Flexcard. This Flexcard shows the integration execution status and the request and response details.

    Invocation Details

    This integration is invoked by the DigitalLendingIndia_DLandVoterIdAuthHandle integration procedure from the DigitalLendingIndia_DLAndVoterIdAuthOS Omniscript. This Omniscript is designed to be launched as a manual task from the Record Stage Overview component during a relevant stage of the Party Profile, such as Initiated or Identity Verification, in your Stage Management plan.

    For DL Authentication:

    Handler Integration Processor DigitalLendingIndia_DLandVoterIdAuthHandle Integration Procedure calls integration definition DigitalLendingIndiaVoterIdAuthIntegDef which contains below input and output processor.

    Data Mapper Configuration

    The input processor DigitalLendingIndia_DrivingLicenseAuthenticationRequest calls the following data mappers to prepare the request:

    • DigitalLendingIndiaGetInitiatedPartyIdentity
    • DigitalLendingIndiaGetPartyProfileDrivingLicenseInfo
    • DigitalLendingIndiaCreatePartyIdVerfForDrivingLicense
    • DigitalLendingIndiaCreateDrivingLicenseAuthRequestPayload

    The output processor DigitalLendingIndia_DrivingLicenseAuthenticationResponse calls the following data mappers to process the response:

    • DigitalLendingIndiaGetPartyIdentityVerfRecords
    • DigitalLendingIndiaGetPartyProfileDrivingLicenseInfo
    • DigitalLendingIndiaUpdatePartyIdVerfForDrivingLicense

    For Name Match of DL Holder with Party Profile Name:

    This integration is invoked by the DigitalLendingIndia_InitiateNameMatchHandler integration procedure from the DigitalLendingIndia_DLAndVoterIdAuth Omniscript when DL authentication integration is invoked successfully.

    Handler Integration Processor DigitalLendingIndia_InitiateNameMatchHandler calls the following data mappers and integration definition DigitalLendingIndiaNameMatchIntegDef which contains below input and output processor

    Handler Data Mappers

    • DigitalLendingIndiaCreatePayloadNameMatch
    • DigitalLendingIndiaGetPartyProfileAccount
    • UpdatePartyIdentityVerificationForNameMatch

    The input processor DigitalLendingIndia_InitiateNameMatchRequest calls the following data mappers to prepare the request payload.

    • DigitalLendingIndiaGetPartyIdentityandPartyIdentityStepRecords
    • DigitalLendingIndiaCreatePartyIdentityVerificationStep
    • DigitalLendingIndiaTransformNameMatchRequest

    The output processor DigitalLendingIndia_InitiateNameMatchResponse calls the DigitalLendingIndiaTransformNameMatchResponse data mapper to process the response from the external service.

  4. Save your changes and activate the integration definition.
 
Loading
Salesforce Help | Article