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            Set Up Integrations to Initiate the Video Know Your Customer (Video KYC) Process

            You are here:

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

            Set Up Integrations to Initiate the Video Know Your Customer (Video KYC) Process

            Set up integrations to verify the identity of your loan applicants through a live video interaction with a KYC provider.

            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 KYC process, create an integration definition.
              1. Click + New.
              2. Select External Services Defined as the type.
              3. Enter DigitalLendingIndiaVKYCGenerateSessionTokenIntegDef integration 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 KYC process.
              6. Select DigitalLendingIndiaVideoKYCGenSessionTknInput as the input processor.

              The DigitalLendingIndiaExecuteVKYCGenerateSessionToken integration procedure from the DigitalLendingIndiaInitiateVideoKYC Omniscript invokes this integration definition. It’s triggered when a user initiates the KYC process on the flexi page of the party profile.

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

            3. Save your changes and activate the integration definition.
            4. To generate the transaction ID for the Video KYC session, create another integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaVKYCAddNewCustomerIntegDef 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 KYC session.
              5. Select DigitalLendingIndiaVKYCAddNewCustomerInput as the input processor.

              The DigitalLendingIndiaExecuteVKYCAddNewCustomer integration procedure from the DigitalLendingIndiaInitiateVideoKYC Omniscript invokes this integration definition. It’s triggered when a user initiates the KYC process on the flexi page of the party profile.

              The DigitalLendingIndiaVKYCAddNewCustomerInput input processor calls the DigitalLendingIndiaVideoKYCGenAddNewCustomerRequest Data Mapper.

              To prepare the input in a format as expected by the external service API for generating a Video KYC transaction ID, configure the cloned copies of the DigitalLendingIndiaCustomerTokenGenPayload and DigitalLendingIndiaVideoKYCGenAddNewCustomerRequest Data Mappers.

            5. Save your changes and activate the integration definition.
            6. To generate the customer token for the Video KYC session, create another integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaVKYCGenerateCustomerTokenIntegDef 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 KYC session.
              5. Select DigitalLendingIndiaVideoKYCGenCustTokenInput as the input processor.

              The DigitalLendingIndiaExecuteVKYCGenerateCustomerToken integration procedure from the DigitalLendingIndiaInitiateVideoKYC Omniscript invokes this integration definition. It’s triggered when a user initiates the KYC process on the flexi page of the party profile.

              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 a Video KYC customer token, configure the cloned copies of the DigitalLendingIndiaCustomerTokenGenPayload and DigitalLendingIndiaVideoKYCGenCustTokenInput Data Mappers.

            7. Save your changes and activate the integration definition.
            8. To generate the web link for the video KYC session, create another integration definition.
              1. Select External Services Defined as the type.
              2. Enter DigitalLendingIndiaVKYCGenerateWebLinkIntegDef 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 KYC session.
              5. Select DigitalLendingIndiaVideoKYCGenWebLinkInput as the input processor.

              The DigitalLendingIndiaExecuteVKYCGenerateWebLink integration procedure from the DigitalLendingIndiaInitiateVideoKYC Omniscript invokes this integration definition. It’s triggered when a user initiates the KYC process on the flexi page of the party profile.

              The DigitalLendingIndiaVideoKYCGenWebLinkInput input processor calls the DigitalLendingIndiaVideoKYCGenWebLinkRqst Data Mapper.

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

            9. Save your changes and activate the integration definition.
             
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