Post Installation Steps - Ocrolus & Ocrolus Instant

1. Go to Salesforce AppExchange

2. Search for Plaid Bank Connect - Authenticates Banks, ID & Income Verifications.

3. Click "Get It Now" and select the Salesforce environment (Production or Sandbox)

4. Follow the on-screen prompts to install the package

5. Assign user permissions during the installation process

1. Go to Salesforce AppExchange

2. Follow the on-screen prompts to install the package

3. Assign user permissions during the installation process

Step 1 - Remote Site Settings

Create the following remote site in the remote site settings and make it active:

1. Go to Setup in Salesforce.

2. In the Quick Find box, search for Remote Site Settings.

3. Click on New Remote Site.

4. Fill in the details as shown below.

5. Make sure to check the Active checkbox.

6. Click Save.

Remote Sites to Add :

Step 2 - Feature Entitlements

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Settings.

• Go to “Feature Entitlements”.

• Select the following items as per client’s configuration with Ocrolus:
  1. PDF Insights
  2. Ocrolus Fraud Detect
  3, Ocrolus Instant
  4. Ocrolus Transactions
  5. Ocrolus Cash Flow Features

• Click on Save.

Step 3 - Plaid Common Settings

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Settings.

• Go to Plaid Common Settings.

• Create the following entries:

Step 4 - Sites

• Click on the gear icon and go to setup.

• In the quick find box search for sites.

• Click New

• Provide the required information(Label, Name, etc.)

• In Active Site Home Page Lookup field Add VerifyBankConnect Visual force page.

• Click Save.

Apex Class and Object Permission Assignment to Site Guest User.

• In Global search, Search for Site Guest User.

• Click on the site name which we have created just now.

• Click on the profile.

• In Profile Select-Object Settings.

• Provide Access(Read, Create, and Edit) to the below Objects.

  • Bank Transactions

  • Historical Balances

  • Fraud Signals

  • Statement Summary

  • Document Insight Items

  • Income Insights

  • Income Insight Items

  • Identity Verifications

• Now provide access to Apex classes

• Go to Site Guest User profile again and click on Apex class Access.

• Provide Access to below classes:

  bankconnect.Webhook_OCRInsights

Step 5 - Permission Sets

• Click on the gear icon and go to setup.

• In the quick find box search for Permission Sets.

• Go to Cloud Maven’s PDF Insight Permissions.

• Click on Manage Assignments. Select the Users who’ll be using the Document Insights Application.

Step 6 - Update Page Layout

Source Object -

• Click on the gear icon and go to Edit Page.

• Create a new Tab with Label as “Custom”.

• Put the value “Document Insights” in the Custom Label, and click on Done.

• Click on the newly created tab.

• From the list of components, Drag and Drop “viewPDFAnalytics” component in this tab.

• Save the Page.

• Click on the gear icon and go to Setup

• Click on the Object Manager.

• Select the Source Object, and Go to the Page Layouts.

• Open a page layout, and click on Related Lists.

• Drag and Drop Document Insights in the Related Lists Section.

• Click on Save.

Step 7 - Document Types

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Metadata Types.

• Go to Document Type Wrapper and Click on Manage Records.

Activate only the following entries and put “Ocrolus” or “Ocrolus Instant” in the Source of those entries:

• Bank Statements

• Credit Card Statements

• Plaid JSON

For the following documents, please make the entries as follows:

• Document Type -> Identity , Document Sub-Type → Driving License,Passport,Passport Card,SSN, Source → Ocrolus.

• Document Type -> Income, Document Sub-Type → PayStubs,SSA-1099, Source → Ocrolus.

• Document Type -> Tax Forms, Document Sub-Type → IRS Form 1040 (2022),IRS Form W-2, Source → Ocrolus.

Step 8 - Update Credentials

Step 9 - Webhook configuration

We’d need to reach out to Ocrolus to get a new Org created for the client.

Once the Org is created, please follow the following steps -

1. Login to https://app.ocrolus.com/login using the client’s credentials.

2. Click on the Person Icon on the top right corner after logging in.

3. Click on Webhooks.

4. Click on Add Webhook.

5. Fill in the Description and the Outbound URL. Your outbound URL should be in the format - {your salesforce site} + ‘/services/apexrest/bankconnect/getOCRInsights’.

//Example Outbound URL
https://lendingmanagerlos.my.salesforce-sites.com/landingPage/services/apexrest/bankconnect/getOCRInsights

6. Select the two checkboxes from the Trigger Event - book.analytics_v2.generated, document.verification_succeeded and Click on Add Webhook button.

1. Go to Postman.

2. Use the URL https://auth.ocrolus.com/oauth/token to get the access token. The Request type is POST. In the body of the request, set the following parameters in the x-www-form-urlencoded type

3. Click on Send. You’ll get a new access token in the response. Copy the access token.

4. To configure webhook, use https://api.ocrolus.com/v1/account/settings/update/webhook_endpoint?url in the Postman. The Request Type of the request is POST. In the Params, please use the following key-value pairs:

   1. webhook_endpoint ==== webhook

   2. event ==== DOC_VERIFIED,book.analytics_v2.generated

For the webhook, use the site created in Step - 4, and append /services/apexrest/bankconnect/getOCRInsights at last. For example, if the site created is https://sunlightfinancial--crt.sandbox.my.salesforce-sites.com/BankConnect/, the webhook will be https://sunlightfinancial--crt.sandbox.my.salesforce-sites.com/BankConnect/services/apexrest/bankconnect/getOCRInsights.

5. In the headers of the request, use the following key value pairs:

   1. accept ==== application/json

   2. authorization ==== Bearer {{token}}

Please use the actual access token copied from 3. in place of {{token}}.

6. Click on Send.