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            Set Up an Integration for Mandate Registration

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

            Set Up an Integration for Mandate Registration

            Set up integration definitions to register a mandate. The applicant can then set up streamlined loan repayment methods. You can also set up definitions to check the registration status after the initiation of the mandate registration. Integration definitions create the mandate and send a link to authorize the mandate registration. These definitions can be invoked when the application form moves from Operations to Book to Core stage. The link for mandate authorization is sent to the primary applicant’s phone number or email address.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create integration definitions: IndustriesIntegrationFwk
            To create or update an integration procedure, data mapper, or Omniscript:

            OmniStudio Admin

            AND

            Digital Lending India Admin User

            We recommend that you use the DigitallendingIndiaGetMandateStatus Omniscript as a reference. Enhance this integration to run in runtime by using asynchronous callback options (webhook) to receive the response in realtime.

            1. From Setup, in the Quick Find box, enter integration definitions, and then select Integration Definitions.
            2. To create a mandate and receive the mandate registration link when the chosen authentication mode is UPI, create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaRegisterUPIMandateIntegDef as the name of the integration definition.
              4. 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 for mandate registration through UPI.
              6. Select DigitalLendingIndia_UPIMandateRegistrationRequest as the input processor.
              7. Select DigitalLendingIndia_UPIMandateRegistrationResponse as the output processor.
              The DigitalLendingIndia_UPIMandateRegistrationRequest input processor calls these Data Mappers.
              • DigitalLendingIndiaCreateUPIMandateRegistrationRequest
              • DigitalLendingIndiaUpdatePaymentMandateStatus

              The DigitalLendingIndia_UPIMandateRegistrationResponse output processor calls these data mappers.

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTransformUPIMandateRegistrationResponse
            3. Save your changes, and activate the integration definition.
            4. To create a mandate and receive the mandate registration link when the chosen authentication modes are net banking, Aadhaar e-sign, or  physical signature, create another integration definition.
              1. Click + New.
              2. SelectExternal Services Defined as the type.
              3. Enter DigitalLendingIndiaRegisterMandateIntegDef as the name of the integration definition.
              4. 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 for mandate registration through net banking, Aadhaar e-sign, or physical signature mode.
              6. Select DigitalLendingIndia_MandateRegistrationRequest as the input processor.
              7. Select DigitalLendingIndia_MandateRegistrationResponseas the output processor.

              This integration definition is invoked by the DigitalLendingIndiaInitiateMandateRegistration integration procedure from the DigitallendingIndiaCreateMandate Omniscript. It's triggered when a user clicks Register Mandate in the Omniscript.

              The DigitalLendingIndia_MandateRegistrationRequest input processor calls these data mappers.

              • DigitalLendingIndiaCreateMandateRegistrationRequest
              • DigitalLendingIndiaTransformMandateRegistrationRequest
              • DigitalLendingIndiaUpdatePaymentMandateStatus

              The DigitalLendingIndia_MandateRegistrationResponse output processor calls these data mappers.

              • DigitalLendingIndiaUpdatePaymentMandateStatus
              • DigitalLendingIndiaTransformMandateRegistrationResponse
            5. Save your changes, and activate the integration definition.
            6. To check the status of the mandate registration, create an integration definition.
              1. Click + New
              2. SelectExternal Services Defined as the type.
              3. Enter DigitalLendingIndiaGetMandateStatusIntegDef as the name of the integration definition.
              4. 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 check the current status of the mandate registration.
              6. Select DigitalLendingIndia_GetMandateStatusRequest as the input processor.
              7. Select DigitalLendingIndia_GetMandateStatusResponse as the output processor.

              This integration procedure invokes the DigitalLendingIndiaGetMandateStatusIntegDef integration definition from the DigitalLendingIndiaGetMandateStatus Omniscript.

              The DigitalLendingIndia_GetMandateStatusRequest input processor calls the DigitalLendingIndiaGetPaymentMandateDetails data mapper.

              The DigitalLendingIndia_GetMandateStatusResponse output processor calls the DigitalLendingIndiaUpdatePaymentMandateStatus data mapper.

            7. Save your changes, and activate the integration definition.
             
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