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            Set Up an Integration to Initiate the Video Personal Discussion (Video PD) Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up an Integration to Initiate the Video Personal Discussion (Video PD) Process

            Set up integrations to conduct a detailed personal discussion with your loan applicants through a video interaction. Use this process to assess the applicant’s intent, creditworthiness, and to clarify any details regarding the loan application.

            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 generate the session token for the Video PD process, create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaVPDGenerateSessionTokenIntegDef as the integration definition name.
              4. For external service, 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 session token for the Video PD process.
              6. Select DigitalLendingIndiaVideoPDGenerateSessionTokenInput as the input processor.

              The DigitalLendingIndiaInitiateVideoPD integration procedure from the DigitalLendingIndiaGenerateVideoPDWebLink Omniscript invokes this integration definition. It’s triggered when a user initiates the Video PD process for a loan applicant on the flexi page of the application form during the underwriting stage.

              To prepare the input in a format as expected by the external service API for generating a Video PD session token, configure the cloned copy of the DigitalLendingIndiaVideoPDGenerateSessionTokenInput input processor.

            3. Save your changes and activate the integration definition.
            4. To generate the transaction ID for the Video PD session, create another integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaAddVPDCustomerIntegDef as the integration definition name.
              3. For external service, enter the name of the registered external service that you want to use to connect to an external API.
              4. For action, select the method or the operation of the service provider API to be called to generate the transaction ID for the Video PD session.
              5. Select DigitalLendingIndiaPrepareApplntDetailsForVideoPD as the input processor.

              The DigitalLendingIndiaGenerateTrxnIDForVideoPDWebLink integration procedure from the DigitalLendingIndiaGenerateVideoPDWebLink Omniscript invokes this integration definition. It’s triggered when a user initiates the Video PD process for a loan applicant on the flexi page of the application form during the underwriting stage.

              The DigitalLendingIndiaPrepareApplntDetailsForVideoPD input processor calls the DigitalLendingIndiaGetApplicantInfo Data Mapper.

              To prepare the input in a format as expected by the external service API for Video PD, configure the cloned copies of the DigitalLendingIndiaAddNewCustomerGeneratePayload and DigitalLendingIndiaGetApplicantInfo Data Mappers.

            5. Save your changes and activate the integration definition.
            6. To generate the customer token for the Video PD session, create another integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaVPDGenerateCustomerTokenIntegDef as the integration definition name.
              3. For external service, enter the name of the registered external service that you want to use to connect to an external API.
              4. For action, select the method or the operation of the service provider API to be called to generate the customer token for the Video PD session.
              5. Select DigitalLendingIndiaVideoKYCGenCustTokenInput as the input processor.

              The DigitalLendingIndiaExecuteVKYCGenerateCustomerToken integration procedure from the DigitalLendingIndiaGenerateVideoPDWebLink Omniscript invokes this integration definition. It’s triggered when a user initiates the Video PD process for a loan applicant on the flexi page of the application form during the underwriting stage.

              The DigitalLendingIndiaVideoKYCGenCustTokenInput input processor calls the DigitalLendingIndiaGenCustomerTokenRqst Data Mapper.

              To prepare the input in a format as expected by the external service API for generating the Video PD customer token, configure the cloned copies of the DigitalLendingIndiaCustomerTokenGenPayload and DigitalLendingIndiaGenCustomerTokenRqst Data Mappers.

            7. Save your changes and activate the integration definition.
            8. To generate the web link for the Video PD session, create an integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaGenerateVPDWebLinkIntegDef as the integration definition name.
              3. For external service, enter the name of the registered external service that you want to use to connect to an external API.
              4. For action, select the method or the operation of the service provider API to be called to generate the web link for the Video PD session.
              5. Select DigitalLendingIndiaPrepareWebLinkDetailsVideoPD as the input processor.

              The DigitalLendingIndiaGenerateWebLinkVideoPD integration procedure from the DigitalLendingIndiaGenerateVideoPDWebLink Omniscript invokes this integration definition. It’s triggered when a user initiates the Video PD process for a loan applicant on the flexi page of the application form during the underwriting stage.

              The DigitalLendingIndiaPrepareWebLinkDetailsVideoPD input processor calls the DigitalLendingIndiaVideoKYCGenWebLinkRqst Data Mapper.

              To prepare the input in a format as expected by the external service API for generating Video PD web link, configure the cloned copies of the DigitalLendingIndiaVideosKYCWebLinkGenPayload and DigitalLendingIndiaVideoKYCGenWebLinkRqst Data Mappers.

            9. Save your changes and activate the integration definition.
             
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