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            Set Up an Integration for Permanent Account Number (PAN) Authentication

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

            Set Up an Integration for Permanent Account Number (PAN) Authentication

            Set up an integration to retrieve the name of the PAN holder by using their PAN. Use the retrieved name in the name match integration to verify the identity of the applicant.

            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 DigitalLendingIndiaPanAuthenticationIntegDef 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 authenticate the validity and existence of PAN.
              6. Select DigitalLendingIndia_PANAuthenticationRequest as the input processor.
              7. Select DigitalLendingIndia_PANAuthenticationResponse 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.
            3. Save your changes and activate the integration definition.
             
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