Loading
Set Up an Integration for KYC OCR for Driving License (DL)

You are here:

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

Set Up an Integration for KYC OCR for Driving License (DL)

Set up an integration to perform Optical Character Recognition (OCR) on an uploaded Driving License. This process checks if the entered details match the document, then extracts and stores the information in the party profile.

Required Editions

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 DigitalLendingIndiaDrivingLicenseKycOcrPlusIntegDef.
    3. For external service, enter the name of the registered external service you want to use.
    4. For action, select the service provider API method for performing OCR on a Driving License.
    5. Select the input processor as DigitalLendingIndia_KycOcrPlusRequest.
    6. Select the output processor as DigitalLendingIndia_CreateDrivingLicenseKycOcrPlusResponse.
    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 a UI-Triggered Integration, typically invoked from an Omniscript DigitalLendingIndiaKycOCRFunctionality when a user uploads a Driving License and initiates a validation check. This Omniscript can be configured as a manual task within a stage like Document Validation in your Stage Management plan.

    This Omniscript DigitalLendingIndiaKycOCRFunctionality can also be repurposed by customizing and embedding it within Loan Intake Omniscript (DigitalLendingIndia_ApplicationFormOnboarding)

    This handler processor DigitalLendingIndia_InitiateKycOcrPlusForDrivingLicense calls this DigitalLendingIndiaDrivingLicenseKycOcrPlusIntegDef integration definition and the following data mappers:

    • DigitalLendingIndiaInitiateDrivingLicenseKycOcrPlusPayload
    • DigitalLendingIndiaGetDCIDocumentfromPartyProfile
    • DigitalLendingIndiaUpdatePANDocChkItm
    • DigitalLendingIndiaUpdateVerficationIdEntities

    Data Mapper Configuration

    The input processor DigitalLendingIndia_KycOcrPlusRequest calls the following data mappers:

    • DigitalLendingIndiaGetDocumentKycOcrfromPartyProfile
    • DigitalLendingIndiaGetDocumentKycOcrfromContentDocument
    • DigitalLendingIndiaGetInitiatedPartyIdentity
    • DigitalLendingIndiaCreatePartyIdVerification

    The output processor DigitalLendingIndia_CreateDrivingLicenseKycOcrPlusResponse calls the DigitalLendingIndiaGetPartyProfileAccount data mapper.

  4. Save your changes and activate the integration definition.
 
正在載入
Salesforce Help | Article