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            Set Up an Integration to Initiate KYC for PAN with OCR

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up an Integration to Initiate KYC for PAN with OCR

            Set up an integration to check if your loan applicants have uploaded a structurally valid PAN card, and then extract the PAN card details.

            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
            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. To validate the PAN uploaded by the applicant, create an integration definition.
              1. Click+ New.
              2. SelectExternal Services Definedas the type.
              3. EnterDigitalLendingIndiaKycOcrPlusIntegDef as the integration definition name.
              4. For the external service, enter the name of the registered external service that you want to use to connect to an external API.
              5. For the action, select the method or the operation of the service provider API to be called to match the address of the party profile with the address in Aadhaar.
              6. Select DigitalLendingIndia_KycOcrPlusRequest as the input processor.
              7. Select DigitalLendingIndia_KycOcrPlusResponseas the output processor.
              8. Turn on Integration Ochestrator.
              9. SelectIntegrationOrchestrationShowIntegTimelineDetailsas the 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.
              10. SelectAutomatic as the integration execution mode.

              This integration definition is invoked by the DigitalLendingIndia_InitiateKycOcrPlusPanId integration procedure from the DigitalLendingIndiaApplicationFormOnboarding and DigitalLendingIndiaAdditionalApplicantOnboarding Omniscripts. It is triggered when a user clicks the Validate PAN button on the Omniscript.

              The DigitalLendingIndia_InitiateKycOcrPlusPanId integration procedure calls these data mappers.

              • DigitalLendingIndiaSetPartyProfiletoPayload
              • DigitalLendingIndiaGetIdentityProofContentDocumentId

              The DigitalLendingIndia_KycOcrPlusRequest input processor calls these Data Mappers.

              • DigitalLendingIndiaGetDocumentKycOcrfromContentDocument
              • DigitalLendingIndiaGetInitiatedPartyIdentity
              • DigitalLendingIndiaCreatePartyIdVerification

              The DigitalLendingIndia_KycOcrPlusResponse output processor calls these Data Mappers.

              • DigitalLendingIndiaTransformKycOcrPlusResponse
              • DigitalLendingIndiaGetPartyProfileAccount
              • DigitalLendingIndiaUpdateVerficationIdEntities
              • DigitalLendingIndiaGetPANDocument
              • DigitalLendingIndiaUpdatePANDocChkItm

              To handle the response from the external service API to validate the PAN, configure the cloned copy of the DigitalLendingIndiaTransformKycOcrPlusResponse data mapper.

            3. Save your changes and activate the integration definition.
             
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