Veritas

Veritas Legal Plan offers credit monitoring services, including entity theft insurance, adoption aid, immigration assistance, living wills & trusts, traffic ticket defense, 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.

Notes

• 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:

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