FINS Salesforce Financial Experience API - Implementation Template

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This API implementation template is a component of MuleSoft Accelerators, which accelerate the implementation of essential integration use cases.

The solution includes pre-built APIs, connectors, and integration templates that help unlock business-critical data from external systems and guide you in adopting best practices synthesized from thousands of customer implementations. Use these assets as is or extend them to meet your company’s unique needs.


Overview

This integration template implements the FINS Salesforce Financial Experience API specification. It supports the following functionalities:
- Triggers the customer sync process
- Submits the loan application for processing
- Validates postal address

Important: This API sets the CORS headers on the response to enable it to be accessed from a Salesforce Light Web Component. You may also choose to apply the CORS policy to this API in API Manager instead.

Getting started

bulb.png The Getting Started with MuleSoft Accelerators guide provides general information on getting started with the accelerator components. This includes instructions on setting up your local workstation for configuring and deploying the applications.

Once your workstation has been set up and the application template imported into Anypoint Studio, proceed with the Prerequisites section.

Prerequisites

This implementation template has the following dependencies:

API dependencies

The following table lists all endpoints used by this API.

API nameEndpointAction
FINS Core Banking Poller Process APIpost:/pollers/customersTrigger Poller
Global Financial Account Process APIget:/accounts/{accountId}/externalIdsGet External IDs using AccountId
Global Financial Account Process APIget:/cards/{cardId}/externalIdsGet External IDs using cardId
Global Party System APIget:parties/{contactId}/externalIdsGet External IDs using contactId
Global Party System APIget:/partyRoles/{customerId}/externalIdsGet External IDs using customerId
FINS Address Validation System APIpost:/validators/postalAddressesPost Address Validation
FINS Bank Loans Process APIpost:/loans/applicationsSubmit Loan Application
FINS MDM Accounts System APIget:/transactions/{transactionId}/externalIdsGet External IDs using transactionId

Deployment

Each Accelerator implementation template in Exchange includes Bash and Windows scripts for building and deploying the APIs to CloudHub. These scripts depend on repositories, global settings, deployment profiles, and associated properties configured in the Maven settings.xml file.

For additional details, please refer to the Application Deployment section of the Getting Started Guide.

Preparation

Ensure the Maven profile CloudHub-FINS-DEV has been properly configured in your settings.xml file. In particular, make sure the common properties for your environment have been provided (e.g., Anypoint Platform client ID and secret).

Required property overrides

At a minimum, the following properties must be customized to reflect the target deployment environment.

Property NameDescription
api.autodiscoveryIDRequired if using API Manager to secure this API
bank-loans-prc.hostBank Loans Process API HostName
bank-loans-prc.portBank Loans Process API Port
bank-loans-prc.ping-pathBank Loans Process API Ping path
bank-loans-prc.loans-pathBank Loans Process API Loans path
global-party-sys-api.hostAccelerator MariaDB Global Party System API HostName
global-party-sys-api.portAccelerator MariaDB Global Party System API Port
global-party-sys-api.pingPathAccelerator MariaDB Global Party System API Ping path
global-finacct-prc-api.hostGlobal Financial Account Process API HostName
global-finacct-prc-api.portGlobal Financial Account Process API Port
global-finacct-prc-api.ping-pathGlobal Financial Account Process API Ping path
core-banking-poller-prc.hostCore Banking Poller Process API HostName
core-banking-poller-prc.portCore Banking Poller Process API Port
core-banking-poller-prc.ping-pathCore Banking Poller Process API Ping path
core-banking-poller-prc.poller-pathCore Banking Poller Process API Poller path
address-validation-sys-api.hostAddress Validation System API HostName
address-validation-sys-api.portAddress Validation System API Port
address-validation-sys-api.ping-pathAddress Validation System API Ping path

Testing

Use Advanced Rest Client or Postman to send a request over HTTPS. The template includes a Postman collection in the src/test/resources folder. Update the collection variable(s) after successful import.

Additional resources

  • The Data mappings tab describes how the request and response data structures are mapped between the API interface and the downstream APIs.
  • Refer to the Accelerators documentation home for more information about the MuleSoft Accelerators.

Reviews

TypeTemplate
OrganizationMulesoft Inc.
Published by
MuleSoft Solutions
Published onNov 10, 2023
Asset overview

Asset versions for 1.7.x

Asset versions
VersionActions
1.7.2
1.7.1
1.7.0