Set Up an Integration for Form-16 Extraction with OCR
Set up an integration to validate the structure of the uploaded Form-16 and extract the income tax details from the uploaded Form-16 document and assess an applicant’s financial stability.
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 |
- From Setup, in the Quick Find box, enterintegration definitions, and then select Integration Definitions.
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To validate the PAN uploaded by the applicant, create an integration definition.
- Click + New.
- Select External Services Defined as the type.
- Enter DigitalLendingIndiaGetForm16DetailsIntegDef as the integration definition name.
- For the external service, enter the name of the registered external service that you want to use to connect to an external API.
- For the action, select the method or the operation of the service provider API to be called to match the address of the party profile with the address in Aadhaar.
- Select DigitalLendingIndia_PrepareForm16OCRInputDetails as the input processor.
This integration definition is invoked by the DigitalLendingIndia_GetForm16Details integration procedure from the DigitalLendingIndiaApplicationFormOnboarding and DigitalLendingIndiaAdditionalApplicantOnboarding Omniscripts. It is triggered when a user clicks the Validate Form-16 button on the Omniscript.
The DigitalLendingIndia_GetForm16Details integration procedure calls the DigitalLendingIndiaValidateUserSelections data mapper.
The DigitalLendingIndia_PrepareForm16OCRInputDetails input processor calls the DigitalLendingIndiaGetDocumentOcrfromContentDocument data mapper.
- Save your changes and activate the integration definition.
