FINS Salesforce Data Cloud System API - 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 |
|---|---|
| accounts-json-to-csv | Accounts JSON to CSV mapping |
| accounts-json-to-json | Accounts JSON to Data Cloud Streaming JSON mapping |
| externalaccounts-json-to-csv | External Accounts JSON to CSV mapping |
| externalaccounts-json-to-json | External Accounts JSON to Data Cloud Streaming JSON mapping |
| transactions-json-to-csv | Transaction Banking Spec JSON to CSV mapping |
| transactions-json-to-json | Transaction Banking Spec JSON to CDP Streaming JSON mapping |
| webengagements-json-to-csv | Web Engagement JSON to CSV mapping |
| webengagements-json-to-json | Web Engagement JSON to Data Cloud Streaming JSON mapping |
accounts-json-to-csv
Accounts JSON to CSV mapping
Source:
./src/main/resources/dwl/accounts-json-to-csv.dwl
Mapping Tables
Maps Accounts JSON to CSV for Data Cloud Bulk Upload
| accounts JSON | Data Cloud Ingestion API accounts as CSV Fields | Description |
|---|---|---|
| id | id | Unique Id of the account |
| id | globalAccountId | Global Id of the account |
| name | name | descriptive name of the account |
| accountCurrency | accountCurrency | Current used for account |
| accountNumber | accountNumber | Account number to identify the account |
| accountType | accountType | Discriminator property set to the specific type of account by name (example - CheckingAccount) |
| depositAccountType | depositAccountType | Defines an account used for checking or savings or money market activities |
| accountStatus | accountStatus | Status of the account |
| accountBalance | accountBalance | credit (positive) or debit (negative) balance of the account |
| availableBalance | availableBalance | Amount of funds (or credit) available for withdrawal |
| globalAccountId | globalAccountId | Global Account Id of the account |
| openedDate | openedDate | Opening Date of the account |
| primaryAccountOwner | primaryAccountOwner | References the primary owner of this account by their global identifier |
| loanDurationMonths | loanDurationMonths | loan duration for re-payment |
| institutionId | institutionId | Financial institution this account is held at |
| taxIdentificationNumber | taxIdentificationNumber | Government tax identifier (example - SSN or SIN) of the primary account owner |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
accounts-json-to-json
Accounts JSON to Data Cloud Streaming JSON mapping
Source:
./src/main/resources/dwl/accounts-json-to-json.dwl
Mapping Tables
Maps Accounts JSON to JSON for Data Cloud Bulk Upload
| accounts JSON Fields | Data Cloud Ingestion API accounts | Description |
|---|---|---|
| id | id | Unique Id of the account |
| id | globalAccountId | Global Id of the account |
| name | name | descriptive name of the account |
| accountCurrency | accountCurrency | Current used for account |
| accountNumber | accountNumber | Account number to identify the account |
| accountType | accountType | Discriminator property set to the specific type of account by name (example - CheckingAccount) |
| depositAccountType | depositAccountType | Defines an account used for checking or savings or money market activities |
| accountStatus | accountStatus | Status of the account |
| accountBalance | accountBalance | credit (positive) or debit (negative) balance of the account |
| availableBalance | availableBalance | Amount of funds (or credit) available for withdrawal |
| globalAccountId | globalAccountId | Global Account Id of the account |
| openedDate | openedDate | Opening Date of the account |
| primaryAccountOwner | primaryAccountOwner | References the primary owner of this account by their global identifier |
| loanDurationMonths | loanDurationMonths | loan duration for re-payment |
| institutionId | institutionId | Financial institution this account is held at |
| taxIdentificationNumber | taxIdentificationNumber | Government tax identifier (example - SSN or SIN) of the primary account owner |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
externalaccounts-json-to-csv
External Accounts JSON to CSV mapping
Source:
./src/main/resources/dwl/externalaccounts-json-to-csv.dwl
Mapping Tables
Maps External Accounts JSON to CSV for Data Cloud Bulk Upload
| External accounts JSON | Data Cloud Ingestion API external accounts as CSV Fields | Description |
|---|---|---|
| individualId | individualId | Global identifier of the account owner |
| emailAddress | emailAddress | Email Address of the account owner |
| institutionName | institutionName | Name of the institution holding the accounts |
| accountType | accountType | Property set to the specific type of account by name (example - CheckingAccount) |
| accountStatus | accountStatus | Status of the account |
| averageDailyBalance | averageDailyBalance | Average daily balance of the accounts |
| ageOfAccount | ageOfAccount | The number of years since the account was first opened |
| totalNumberOfAccounts | totalNumberOfAccounts | The total number of accounts held by this client |
| lengthOfTimeAsClient | lengthOfTimeAsClient | The number of years the individual has been a client with the financial institution |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
externalaccounts-json-to-json
External Accounts JSON to Data Cloud Streaming JSON mapping
Source:
./src/main/resources/dwl/externalaccounts-json-to-json.dwl
Mapping Tables
Maps External Accounts JSON to CSV for Data Cloud Bulk Upload
| External accounts JSON | Data Cloud Ingestion API external accounts | Description |
|---|---|---|
| individualId | individualId | Global identifier of the account owner |
| emailAddress | emailAddress | Email Address of the account owner |
| institutionName | institutionName | Name of the institution holding the accounts |
| accountType | accountType | Property set to the specific type of account by name (example - CheckingAccount) |
| accountStatus | accountStatus | Status of the account |
| averageDailyBalance | averageDailyBalance | Average daily balance of the accounts |
| ageOfAccount | ageOfAccount | The number of years since the account was first opened |
| totalNumberOfAccounts | totalNumberOfAccounts | The total number of accounts held by this client |
| lengthOfTimeAsClient | lengthOfTimeAsClient | The number of years the individual has been a client with the financial institution |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
transactions-json-to-csv
Transaction Banking Spec JSON to CSV mapping
Source:
./src/main/resources/dwl/transactions-json-to-csv.dwl
Mapping Tables
Maps Transaction JSON to CSV for Data Cloud Bulk Upload
| Transaction Banking Spec Fields | Data Cloud Ingestion API Transaction CSV Fields | Description |
|---|---|---|
| id | id | The unique transaction Id. |
| id | globalTransactionId | Global Id of the transaction |
| accountId | accountId | Account associated with the transaction |
| name | name | Display name of the transaction |
| accountOwnerId | accountOwnerId | Owner Id of the account associated with the transaction |
| transactionNumber | transactionNumber | A unique number assigned to this transaction |
| transactionAmount | transactionAmount | Amount associated with the transaction |
| transactionType | transactionType | Discriminator property set to the specific type of transaction by name (example - CreditTransaction) |
| transactionSubType | transactionSubType | Sub type of the transaction |
| transactionStatus | transactionStatus | Status of the transaction |
| transactionDate | transactionDate | Date the transaction was recorded in the system |
| isDisputed | isDisputed | Flag to highlight if the transaction has been disputed |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
transactions-json-to-json
Transaction Banking Spec JSON to CDP Streaming JSON mapping
Source:
./src/main/resources/dwl/transactions-json-to-json.dwl
Mapping Tables
Maps Transaction for Data Cloud Bulk Upload
| Transaction Banking Spec Fields | Data Cloud Ingestion API Fields | Description |
|---|---|---|
| id | id | The unique transaction Id. |
| id | globalTransactionId | Global Id of the transaction |
| accountId | creditAccountId or debitAccountId | Account associated with the Credit or Debit side of transaction |
| accountOwnerId | accountOwnerId | Owner Id of the account associated with the transaction |
| name | name | Display name of the transaction |
| transactionNumber | transactionNumber | A unique number assigned to this transaction |
| transactionAmount | transactionAmount | Amount associated with the transaction |
| transactionType | transactionType | Discriminator property set to the specific type of transaction by name (example - CreditTransaction) |
| transactionSubType | transactionSubType | Sub type of the transaction |
| transactionStatus | transactionStatus | Status of the transaction |
| transactionDate | transactionDate | Date the transaction was recorded in the system |
| isDisputed | isDisputed | Flag to highlight if the transaction has been disputed |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
webengagements-json-to-csv
Web Engagement JSON to CSV mapping
Source:
./src/main/resources/dwl/webengagements-json-to-csv.dwl
Mapping Tables
Maps Web Engagement JSON to CSV for Data Cloud Bulk Upload
| webEngagement JSON Fields | Data Cloud Ingestion API webEngagement CSV Fields | Description |
|---|---|---|
| sessionId | sessionId | The unique number assigned to the user's session for the duration of the visit |
| individualId | individualId | Global identifier of the individual party |
| emailAddress | emailAddress | Email Address of the individual |
| channelType | channelType | The type of channel visited by the individual |
| timeInChannel | timeInChannel | The number of minutes the individual was in the channel |
| timeBetweenChannels | timeBetweenChannels | The number of days between channel visits |
| pagesPerSession | pagesPerSession | The number total page views divided by the total number of sessions that have taken place |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |
webengagements-json-to-json
Web Engagement JSON to Data Cloud Streaming JSON mapping
Source:
./src/main/resources/dwl/webengagements-json-to-json.dwl
Mapping Tables
Maps Web Engagement JSON to CSV for Data Cloud Bulk Upload
| webEngagement JSON Fields | Data Cloud Ingestion API webEngagement CSV Fields | Description |
|---|---|---|
| sessionId | sessionId | The unique number assigned to the user's session for the duration of the visit |
| individualId | individualId | Global identifier of the individual party |
| emailAddress | emailAddress | Email Address of the individual |
| channelType | channelType | The type of channel visited by the individual |
| timeInChannel | timeInChannel | The number of minutes the individual was in the channel |
| timeBetweenChannels | timeBetweenChannels | The number of days between channel visits |
| pagesPerSession | pagesPerSession | The number total page views divided by the total number of sessions that have taken place |
| auditInfo.createdBy | createdBy | Identifies the system or user which created the entry |
| auditInfo.createdDate | createdDate | Identifies the created Time stamp of this entry |
| auditInfo.updatedBy | updatedBy | Identifies the system or user which last updated the entry |
| auditInfo.updatedDate | updatedDate | Identifies the updated Time stamp of this entry |
| auditInfo.isDeleted | isDeleted | Identifies if the record is to be marked as deleted |