|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Veritas Integration||January 12, 2023||0.2|
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.
- The Veritas agreement needs to be uploaded before Enrollment to create a successful submission. This will then 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 get 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're not able to create members in Veritas' system), a link will be displayed on the enrollments page in the CRM:
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:
Article Version History:
|0.1||08/22/2022||Formatting Review - no subject matter updates|
|0.2||01/12/2023||Removed DPP references and replaced them with Forth; Added header and version control footer.|