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    • Create a screening case record for an Account using a Flow

    MPM
    MPM Newcomer
    edited February 5 in Screening

    Hello,
    I'm facing difficulties in implementing a flow, in Salesforce, that creates a Screening Case record automaticaly whenever a new Account is created.

    The flow is very simple:

    • It has the Start element - runs only when an Account is created;
    • It has an Apex Action - apex-tr_wc1_tr_automateScreening

    However, when I create an Account the Screening Case is not created.

    Here is the Flow:

    image.png

    Here is a debug:

    image.png

    Thank you,
    Miguel

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    Answers

    • ram.nitish
      ram.nitish LSEG

      Hi @MPM,

      Thanks for reaching out. Could you confirm if you're integrating the World-Check One API with Salesforce and encountering this issue?

      Thanks,
      Ram

    • MPM
      MPM Newcomer

      Hello Ram,

      Thank you for your reply.
      Yes, we have the World-Check One API:

      image.png


      image.png


      Thanks,
      Miguel

    • ram.nitish
      ram.nitish LSEG

      @MPM

      Could you confirm which endpoints you're using to create this flow and specify where you're encountering the issue? Also, are there any error messages/status codes or logs generated when the API call is made ?

      Could you provide any error codes (Ex: 401, 400) that are being generated when the API call is made?

      Thanks,
      Ram

    • MPM
      MPM Newcomer

      Hello Ram,

      What do you mean by "which endpoints you'e using to create this flow"?
      In an Account, if I click in the New Screening button everything is alright - a sreening case is created. Now, I'm trying to automate this process throught a flow: every time an Account is created the Trigger Flow is triggered and a screening case should be created - as explained here:

      https://community.developers.refinitiv.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fdevelopers.lseg.com%2Fen%2Fapi-catalog%2Fcustomer-and-third-party-screening%2Fworld-check-customer-risk-screener%2FTutorials%2FFlows-for-6-3-and-below%2FCreate-Flows-for-Standard-Mapping


      So, i have created the flow but nothing happen - the screening case is not created and I don't get any error message.

      Thanks,
      Miguel

    • ram.nitish
      ram.nitish LSEG

      @MPM,

      As the tutorial pertains to CRS (Customer Risk Screener) flows, I kindly suggest reaching out to your Customer Success Manager (CSM) for further assistance.

      Thanks,
      Ram

    • MPM
      MPM Newcomer

      Hello Ram,

      What do you mean by CRS?

      Is it possible to automatically create a Screening Case when an Account is created? How could you implement that?

      Thanks
      Miguel

    • MPM
      MPM Newcomer

      Hello Ram,

      The problem was related with the Customer Risk Screener version I was running.

      Here is a step-by-step for future help: https://developers.lseg.com/en/api-catalog/customer-and-third-party-screening/world-check-customer-risk-screener/Tutorials#flow-to-create-a-screening-case

      Thank you
      Miguel

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