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            Set Up an Integration for Name Match with Permanent Account Number (PAN)

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

            Set Up an Integration for Name Match with Permanent Account Number (PAN)

            Set up an integration to match the name provided by your loan applicants with their name on the PAN card.

            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. Create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaNameMatchIntegDef 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 the action, select the method or the operation of the service provider API to be called to match the name of the party profile with PAN.
              6. Select DigitalLendingIndia_InitiateNameMatchRequest as the input processor.
              7. Select DigitalLendingIndia_InitiateNameMatchResponse as the output processor.
              8. Select Manual as the integration execution mode.
              9. Turn on Integration Ochestrator.
              10. 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.
              11. Select Manual as the integration execution mode.

              The DigitalLendingIndia_InitiatePartyProfileNameMatchwithPAN integration procedure from the DigitalLendingIndiaExecuteNameMatchPANAuthentication Omniscript invokes this integration definition. It’s triggered when a user runs the Omniscript from the record stage overview tab during the identity verification stage of the party profile. See Create a Stage Management Configuration for Party Profile Stages.

              The DigitalLendingIndia_InitiateNameMatchRequest input processor calls these Data Mappers.

              • DigitalLendingIndiaGetInitiatedPartyIdentity
              • DigitalLendingIndiaCreatePartyIdentityVerificationStep
              • DigitalLendingIndiaTransformNameMatchRequest

              To prepare the input in a format as expected by the external service API for party profile name match with PAN, configure the cloned copy of the DigitalLendingIndiaTransformNameMatchRequest Data Mapper.

              The DigitalLendingIndia_InitiateNameMatchResponse output processor calls these Data Mappers.

              • DigitalLendingIndiaGetPartyProfileAccount
              • DigitalLendingIndiaUpdatePartyIdentityVerificationForNameMatch
              • DigitalLendingIndiaTransformNameMatchResponse

              To handle the response from the external service API for party profile name match with PAN, configure the cloned copy of the DigitalLendingIndiaTransformNameMatchResponse Data Mapper.

            3. Save your changes and activate the integration definition.
             
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