Veritas

Veritas Legal Plan offers credit monitoring services, including entity theft insurance, adoption aid, immigration assistance, living wills & trusts, traffic ticket defense, legal protection and debt settlement management, etc. 

How to Enable this Integration: Go to the Admin tab and click "Integrations" from the Navigation Bar. Scroll down to find "Veritas Legal Plan" and click on it. When you do, the following dialog box may appear (see the image below). Follow the instructions it provides to continue.

You will need to have an account with Veritas. If you do not already have one set up, contact sales@setforth.com.

To complete this setup, please provide the following information to Forth's support team:
1. Client ID - provided by Veritas
2. Client secret - provided by Veritas
3. Veritas enrollment fee dollar amount
4. Veritas monthly fee dollar amount

Enrolling a Consumer into the Veritas System

1. Verify that the required fields are populated per the 'Required Fields' section of this article

2. Create an Enrollment Plan per standard process

3. On the "Edit Enrollment Plan" page, click on the 'Save & Generate Contract' button

4. Populate the 'Generate Document' side pane (see the letters in the image below (a-e) that correspond to the list shown here:

a) Select the 'Template' radio button
b) Select "Veritas Legal Plan Agreement" from the dropdown. Note: Your agency's Veritas Legal Agreement may be named differently
c) Select the appropriate Creditor from the dropdown
d) Select "Send to Clixsign" 
e) Click the "Generate Document Template" button to generate the document

5. Click the "Send for Signature" button

6. Once the consumer signs the agreement, you will receive an email with it attached. Attach the agreement to the 'Docs' section of the Contact's dashboard:

a) Drag-and-drop the document to the document upload box or use the 'Browse' hyperlink
b) Select "Veritas Agreement" from the dropdown that appears
c) *Optional* Populate the document description, which will be visible in the Contact's History log.

7. Go to the Enrollment tab on the Contact dashboard and click the "Click here to create Veritas client" hyperlink. Note: The consumer cannot be previously enrolled as the Veritas system does not allow resubmitting through this workflow.

8. The below entry on the Contact History dashboard confirms that the consumer was successfully enrolled with Veritas

Notes

• The Veritas agreement must be uploaded before Enrollment to create a successful submission. This will create open communication for contact information to be sent to Veritas automatically.
  
  
• Successful submission creates a mapping between Forth contact ID and Veritas member ID (this is a background process), and the contract/agreement document gets uploaded along with client information and debt records if present (creditor name, account number, balance).
  
  
• Success/error messages are displayed on the screen in the floating (green, red) boxes, and errors are recorded in the system log.
  
  

• In case of unsuccessful enrollments (when we cannot create members in Veritas' system), a link like the one shown below may be displayed on the enrollments page in the CRM to facilitate the client's enrollment into the Veritas system.

• Generic contact information fields are auto-mapped, and no action is needed to pass first name, last name, etc. Other fields are read from the enrollment plan and mapped automatically as well.
  
  

• Required fields - basic validation for non-empty values on the Forth CRM side, more advanced validation on Veritas' end upon record submission:

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