Accelerator Salesforce Financial Account Event Listener - Implementation Template
Data mappings
This document provides information generated from the DataWeave scripts included in the project, such as function definitions, variable definitions, and data mapping tables.
| Module | Description |
|---|---|
| CommonTools | |
| map-financial-accounts-to-cim | This transformation produces a single canonical FINS Account from a SF Financial Account Platform Event |
| map-transactions-to-cim | This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction Platform Event |
| map-cards-to-cim | This transformation produces a list of canonical FINS Cards for a SF Financial Account Platfrom Event |
CommonTools
Source:
./src/main/resources/dwl/CommonTools.dwl
Functions
fun getFormattedDateTime (toFormat)
Formats the date-time to the type accepted by CIM
fun getFormattedDate (toFormat)
Formats the date-time to the type accepted by CIM
fun sfRecordTypeToFins (sfRecordType)
Function to map Record Type to Account type of Banking Library
param
sfRecordTypeName of the record type in Salesforce
return string Account type in Banking library
fun sfLoanTypeToFins (sfLoanType)
Function to map Loan type of Salesforce to Loan type of Banking Library
param
sfLoanTypeName of the Loan type in Salesforce
return string Loan type in Banking library
fun sfDepositTypeToFins (sfDepositType)
Function to map DepositType of Salesforce to Deposit type of Banking Library
param
sfDepositTypeName of the Deposit type in Salesforce
return string Deposit type in Banking library
fun sfBlockchainTypeToFins (sfBlockchainType)
Function to map Blockchain type of Salesforce to Blockchain type of Banking Library
param
sfBlockchainTypeName of the Blockchain type in Salesforce
return string Blockchain type in Banking library
fun sfLedgerTypeToFins (sfLedgerType)
Function to map Ledger type of Salesforce to Ledger type of Banking Library
param
sfLedgerTypeName of the Ledger type in Salesforce
return string Ledger type in Banking library
fun sfAccountStatusToFins (sfAccountStatus)
Function to map Account Status of Salesforce to Account Status of Banking Library
param
sfAccountStatusName of the Account Status in Salesforce
return string Account Status in Banking library
fun sfTransactionTypeToFins (sfTransactionType)
Function to map Transaction type of Salesforce to Transaction type of Banking Library
param
sfTransactionTypeName of the Transaction type in Salesforce
return string Transaction type in Banking library
fun sfTransactionSubtypeToFins (sfTransactionSubtype)
Function to map TransactionSubtype of Salesforce to TransactionSubtype of Banking Library
param
sfTransactionSubtypeName of the Transaction Subtype in Salesforce
return string Transaction Subtype in Banking library
fun sfTransactionStatusToFins (sfTransactionStatus)
Function to map Transaction Status of Salesforce to Transaction Status of Banking Library
param
sfTransactionStatusName of the Transaction Status in Salesforce
return string Transaction Status in Banking library
fun sfTransactionDisputedReasonToFins (sfTransactionDisputedReason)
Function to map Dispute Reason Status of Salesforce to Transaction Dispute Reason of Banking Library
param
sfTransactionDisputedReasonName of the Transaction Dispute Reason in Salesforce
return string Transaction Dispute Reason in Banking library
fun sfDepositTypeToFins (sfDepositType)
Function to map Deposit type of Salesforce to Deposit type of Banking Library
param
sfDepositTypeName of the Deposit type in Salesforce
return string Deposit type in Banking library
map-financial-accounts-to-cim
This transformation produces a single canonical FINS Account from a SF Financial Account Platform Event
Source:
./src/main/resources/dwl/map-financial-accounts-to-cim.dwl
Mapping Tables
Maps a single SF Financial Account Platform Event to a FINS Account
| CIM | Salesforce Financial Account Platform Event | Description |
|---|---|---|
| id | id | SF internal ID of the Account |
| externalIds[].externalId | Global_Account_Id__c | External ID of the Account |
| accountCurrency | CurrencyIsoCode | ISO Currency code used by the Account |
| taxIdentificationNumber | FinServ_TaxID__c | Tax Identification Number of the Account |
| accountBalance | FinServ_Balance__c | Balance of the Account |
| accountType | FinServ_FinancialAccountType__c | (enum) Type of Account |
| accountLabel | FinServ_Nickname__c | Personalized name of the Account |
| availableBalance | FinServ_CashBalance__c | Available balance of the Account |
| openedDate | FinServ_OpenDate__c | Date the Account was opened |
| closedDate | FinServ_CloseDate__c | Date the Account was closed |
| accountNumber | FinServ_FinancialAccountNumber__c | Number of the Account |
| accountStatus | FinServ_Status__c | Current status of the Account |
| name | Name | Official name of the Account |
| primaryAccountOwner | FinServ_PrimaryOwner__c | Customer who is the primary owner of the account |
| interestRate | FinServ_InterestRate__c | Interest rate for a LoanAccount |
| loanAmount | FinServ_LoanAmount__c | Original loan amount for a LoanAccount |
| minimumPayment | FinServ_MinimumPayment__c | Minimum payment per pay period for a LoanAccount |
| principalBalance | FinServ_PrincipalBalance__c | Remaining balance for a LoanAccount |
| minimumPayment | FinServ_MinimumPayment__c | Minimum payment per pay period for a LoanAccount |
| minimumBalance | FinServ_MinimumBalance__c | The minimum amount that must be held in a Money Market account |
| maximumMonthlyWithdrawals | Maximum_Monthly_Withdrawals__c | The maximum number of withdrawals allowed per month |
| createdDate | CreatedDate | Date the Account record was created in the system |
| createdBy | CreatedById | System user who created the Account |
| updatedDate | LastModifiedDate | Date the Account was last modified by a system user |
| updatedBy | LastModifiedById | System user who last modified the Account |
map-transactions-to-cim
This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction Platform Event
Source:
./src/main/resources/dwl/map-transactions-to-cim.dwl
Mapping Tables
Maps a SF Financial Transaction Platform Event to a FINS Transaction as per CIM
| CIM | Salesforce Financial Account Transaction Platform Event | Description |
|---|---|---|
| id | Global_Account_Id__c | ID of the Transaction |
| externalIds[].externalId | Id | External ID of the Account |
| name | Name | Name of the Transaction |
| description | FinServ_Description__c | Description of the Transaction |
| amount | FinServ_Amount__c | Total amount of the Transaction |
| transactionDate | FinServ_TransactionDate__c | Date the Transaction occurred |
| transactionType | FinServ_TransactionType__c | Type of the Transaction |
| transactionSubType | FinServ_TransactionSubtype__c | Subtype of the Transaction |
| transactionStatus | FinServ_TransactionStatus__c | Status of the Transaction |
| postedDate | FinServ_PostDate__c | Date the Transaction was processed and settled |
| debitAccountId | FinServ_FinancialAccount__c | Financial Account the amount is debited from |
| creditAccountId | FinServ_FinancialAccount__c | Financial Account the amount is credited to |
| isDisputed | FinServ_IsDisputed__c | Whether the Transaction is disputed |
| disputedReason | FinServ_DisputeReason__c | Why the Transaction is disputed |
| auditInfo.createdDate | CreatedDate | Datetime when the Transaction record was internally created |
| auditInfo.createdBy | CreatedById | User which created the Transaction |
| auditInfo.updatedBy | LastModifiedById | User which last modified the Transaction |
| auditInfo.updatedDate | LastModifiedDate | Datetime when the Transaction was last modified |
map-cards-to-cim
This transformation produces a list of canonical FINS Cards for a SF Financial Account Platfrom Event
Source:
./src/main/resources/dwl/map-cards-to-cim.dwl
Mapping Tables
Maps a SF Financial Card Platform Event to a FINS Card
| CIM | Salesforce Financial Card Platform Event | Description |
|---|---|---|
| id | Global_Card_Id__c | ID of the Card |
| externalIds[].externalId | Id | External ID of the Card |
| name | Name | Name of the Card |
| accountIds | FinServFinancialAccountc | Financial Account related to the Card |
| cardType | Debit Card | Default value of card type |
| cardOwnerId | FinServAccountHolderc | Card Owner Id |
| cardholderName | Name | Name of the Card |
| cardNumber | FinServBinNumberc | Number on the Card |
| cardStatus | FinServActivec | Status of Card |
| expiryMonth | FinServValidUntilc | Month of expiry |
| expiryYear | FinServValidUntilc | year of expiry |
| auditInfo.createdDate | CreatedDate | Datetime when the Card record was internally created |
| auditInfo.createdBy | CreatedById | User which created the Card |
| auditInfo.updatedBy | LastModifiedById | User which last modified the Card |
| auditInfo.updatedDate | LastModifiedDate | Datetime when the Card was last modified |