FINS Salesforce Financial 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 |
|---|---|
| AccountsTools | This module provides utility functions and mappings for FINS Account transformations |
| accounts-create-to-sf | This module produces a SF FinancialAccount creation. |
| accounts-get-by-id-to-canonical-response | This transformation produces a single canonical FINS Account from a SF Financial Account |
| accounts-get-transaction-by-id-to-canonical | This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction list |
| accounts-get-transactions-to-canonical | This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction list |
| accounts-patch-to-sf | This module produces a SF FinancialAccount update. |
| accounts-patch-transaction-to-sf | This module produces a SF FinancialAccount update. |
| accounts-patch-transfer-transaction-to-sf | This module produces a SF FinancialAccount update. |
| accounts-post-transaction-request | |
| accounts-post-transfer-transaction-to-sf | |
| accounts-search-to-canonical-response | This transformation produces a list of canonical FINS Accounts from a SF Financial Account list |
| cards-create-to-sf | This module produces a SF Financial Card creation. |
| cards-get-by-id-to-canonical-response | This transformation produces a canonical FINS Cards for a SF Financial Card |
| cards-search-to-canonical-response | This transformation produces a list of canonical FINS Cards from a SF Card list |
| cards-update-to-sf | This module produces a SF Financial Card update. |
AccountsTools
This module provides utility functions and mappings for FINS Account transformations
Source:
./src/main/resources/dwl/accounts/AccountsTools.dwl
Variables
var sfRecordTypeMap
This map is used by the conversion functions below.
var finsRecordTypeMapCim
This map is used by the conversion function below.
var finsRecordTypeMap
This map is used by the conversion function below.
var finsAccountTypeMap
This map is used by the conversion function below.
var sfAccountStatusMap
This map is used by the conversion function below.
var finsAccountStatusMap
This map is used by the conversion function below.
var sfTransactionTypeMap
This map is used by the conversion function below.
var sfTransactionSubtypeMap
This map is used by the conversion function below.
var sfTransactionStatusMap
This map is used by the conversion function below.
var sfTransactionDisputedReasonMap
This map is used by the conversion function below.
Functions
fun sfRecordTypeToFins (sfRecordType)
Maps from SF FinancialAccount RecordTypeId to a FINS Account child type
return FINS Account Type
fun finsRecordTypeFromSf (finsRecordType)
Map from FINS Account Subtype to a SF FinancialAccount FinancialAccountType
return SF FinancialAccountType
fun sfDepositTypeToFins (sfDepositType)
Maps from SF FinancialAccount FinancialAccountType to a FINS LoanType
return FINS Account Type
fun finsRecordTypeToSf (finsRecordType)
Map from FINS Account Subtype to a SF FinancialAccount FinancialAccountType
return SF FinancialAccountType
fun finsAccountTypeToSf (finsAccountType)
Map from FINS Account Subtype to a SF FinancialAccount FinancialAccountType
return SF FinancialAccountType
fun sfAccountStatusToFins (sfAccountStatus)
Maps from SF FinancialAccount Status to a FINS Account Status enum
return FINS Transaction Subtype (enum)
fun finsAccountStatusToSf (finsAccountStatus)
Map from FINS Account Status to a SF FinancialAccount Status
return SF FinancialAccountType
fun sfTransactionTypeToFins (sfTransactionType)
Maps from SF FinancialAccountTransaction TransactionType to a FINS Transaction child type
return FINS Transaction Type (RAML type)
fun cimTransactionTypeToSF (sfTransactionType)
Maps from CIM FinancialAccountTransaction TransactionType to a SF Transaction child type
return CIM Transaction Type (SF type)
fun sfTransactionSubtypeToFins (sfTransactionSubtype)
Maps from SF FinancialAccountTransaction TransactionSubType to a FINS TransactionSubtype enum
return FINS Transaction Subtype (enum)
fun sfTransactionStatusToFins (sfTransactionStatus)
Maps from SF FinancialAccountTransaction TransactionStatus to a FINS TransactionStatus enum
return FINS Transaction Type
fun sfTransactionDisputedReasonToFins (sfTransactionDisputedReason)
Maps from SF FinancialAccountTransaction TransactionDisputedReason to a FINS TransactionDisputedReason enum
return FINS Transaction Type
fun finsTransactionDisputedReasonToSf (finsTransactionDisputedReason)
Maps from a FINS TransactionDisputedReason enum to SF FinancialAccountTransaction TransactionDisputedReason
return SF Transaction Type
fun getFormattedDateTime (datetimeToFormat)
Formats a given SF datetime to a canonical datetime
return String in the format "yyyy-MM-dd'T'HH:mm:ssz"
accounts-create-to-sf
This module produces a SF FinancialAccount creation.
Source:
./src/main/resources/dwl/accounts/accounts-create-to-sf.dwl
Mapping Tables
Maps a single FINS Account to a list with a single SF Financial Account
| Salesforce - FinServFinancialAccountc | FINS - Account | Description |
|---|---|---|
| externalIds[0].externalId | Global_Account_Id | FINS external id of the Account |
| FinServPrimaryOwnerc | customerId | SF internal ID of the Person Account who owns this Financial Account |
| CurrencyIsoCode | accountCurrency | ISO Currency code used by the Account |
| FinServTaxIDc | identificationNumber | Tax Identification Number of the Account |
| FinServBalancec | accountBalance | Balance of the Account |
| FinServFinancialAccountTypec | accountType | Type of Account |
| FinServNicknamec | accountLabel | Personalized name of the Account |
| FinServCashBalancec | availableBalance | Available balance of the Account |
| FinServOpenDatec | openedDate | Date the Account was opened |
| FinServCloseDatec | closedDate | Date the Account was closed |
| FinServFinancialAccountNumberc | accountNumber | Number of the Account |
| FinServStatusc | accountStatus | Current status of the Account |
| Name | name | Official name of the Account |
| FinServRoutingNumberc | routingNumber | Routing number of the Financial Institution |
| FinServTotalCreditLimitc | creditLimit | Credit limit of the Account |
| FinServLoanTermMonthsc | loanDurationMonths | Duration of the loan in months |
| FinServInterestRatec | interestRate | Interest rate for a LoanAccount |
| FinServLoanAmountc | loanAmount | Original loan amount for a LoanAccount |
| FinServMinimumPaymentc | minimumPaymentMinimum payment per pay period for a LoanAccount | |
| FinServPrincipalBalancec | principalBalance | Remaining balance for a LoanAccount |
| FinServMinimumBalancec | minimumBalance | Minimum Balance on the Account |
| Maximum_Monthly_Withdrawals__c | maximumMonthlyWithdrawals | The maximum number of withdrawals allowed per month |
| Monthly_Withdrawal_Limit__c | monthlyWithdrawalLimit | Maximum amount that can be withdrawn directly from this account per month |
| LastStatementDate__c | lastStatementDate | Date the last statement was produced for this account |
| FinServLastTransactionDatec | lastTransactionDate | Date a transaction was last recorded for this account |
| LastTransactionAmount__c | lastTransactionAmount | Amount of the last transaction recorded for this account |
| LastTransactionType__c | lastTransactionType | References the type of transaction last recorded for this account |
| LastPaymentDate__c | lastPaymentDate | Date the last deposit was made on |
| LastPaymentAmount__c | lastPaymentAmount | Amount of the last payment made |
| Initial_Transaction_Id__c | initialTransactionId | Id of the first transaction that was recorded for this account |
| Last_Transaction_Id__c | lastTransactionId | Id of the transaction that was last recorded for this account |
accounts-get-by-id-to-canonical-response
This transformation produces a single canonical FINS Account from a SF Financial Account
Source:
./src/main/resources/dwl/accounts/accounts-get-by-id-to-canonical-response.dwl
Mapping Tables
Maps a single SF Financial Accounts to a FINS Account
| FINS - Account | Salesforce - FinServFinancialAccountc | 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 | FinServTaxIDc | Tax Identification Number of the Account |
| accountBalance | FinServBalancec | Balance of the Account |
| accountType | FinServFinancialAccountTypec | (enum) Type of Account |
| loanType | FinServFinancialAccountTypec | Loan type for loan account |
| depositAccountType | RecordType.Name | The type of deposit account |
| glAccountType | FinServFinancialAccountTypec | Purpose for this GL account |
| blockchainAccountType | FinServFinancialAccountTypec | Identifies the specific blockchain that this account is associated with or indicates a generic blockchain asset |
| accountLabel | FinServNicknamec | Personalized name of the Account |
| availableBalance | FinServCashBalancec | Available balance of the Account |
| openedDate | FinServOpenDatec | Date the Account was opened |
| closedDate | FinServCloseDatec | Date the Account was closed |
| accountNumber | FinServFinancialAccountNumberc | Number of the Account |
| accountStatus | FinServStatusc | Current status of the Account |
| name | Name | Official name of the Account |
| interestRate | FinServInterestRatec | Interest rate for a LoanAccount |
| originalLoanAmount | FinServLoanAmountc | Original loan amount for a LoanAccount |
| principalBalance | FinServPrincipalBalancec | Remaining balance for a LoanAccount |
| name | Name | Official name of the Account |
| routingNumber | FinServRoutingNumberc | Routing number of the Financial Institution |
| creditLimit | FinServTotalCreditLimitc | Credit limit of the Account |
| loanDurationMonths | FinServLoanTermMonthsc | Official name of the Account |
| minimumPayment | FinServMinimumPaymentc | Minimum payment per pay period for a LoanAccount |
| minimumBalance | FinServMinimumBalancec | 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 |
| monthlyWithdrawalLimit | Monthly_Withdrawal_Limit__c | Maximum amount that can be withdrawn directly from this account per month |
| primaryAccountOwner | FinServPrimaryOwnerc | References the primary owner of this account by their identifier |
| secondaryAccountOwners | FinServJointOwnerc | Secondary Owners for this account |
| lastStatementDate | LastStatementDate__c | Date the last statement was produced for this account |
| lastTransactionDate | FinServLastTransactionDatec | Date a transaction was last recorded for this account |
| lastTransactionAmount | LastTransactionAmount__c | Amount of the last transaction recorded for this account |
| lastTransactionType | LastTransactionType__c | References the type of transaction last recorded for this account |
| lastPaymentDate | LastPaymentDate__c | Date the last deposit was made on |
| lastPaymentAmount | LastPaymentAmount__c | Amount of the last payment made |
| initialTransactionId | Initial_Transaction_Id__c | Id of the first transaction that was recorded for this account |
| lastTransactionId | Last_Transaction_Id__c | Id of the transaction that was last recorded for this account |
| 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 |
accounts-get-transaction-by-id-to-canonical
This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction list
Source:
./src/main/resources/dwl/accounts/accounts-get-transaction-by-id-to-canonical.dwl
Mapping Tables
Maps a list of SF Financial Transactions to a FINS Transaction
| FINS - Transaction | Salesforce - FinServFinancialAccountTransactionc | Description |
|---|---|---|
| id | Id | ID of the Transaction |
| externalIds.externalId | Global_Account_Id__c | External ID of the Account |
| name | Name | Name of the Transaction |
| description | FinServDescriptionc | Description of the Transaction |
| transactionAmount | FinServAmountc | Total amount of the Transaction |
| transactionDate | FinServTransactionDatec | Date the Transaction occurred |
| transactionType | FinServTransactionTypec | Type of the Transaction |
| transactionSubType | FinServTransactionSubtypec | Subtype of the Transaction |
| transactionStatus | FinServTransactionStatusc | Status of the Transaction |
| transactionNumber | FinServTransactionIdc | A unique number assigned to the transaction |
| postedDate | FinServPostDatec | Date the Transaction was processed and settled |
| debitAccountId | FinServFinancialAccountc | Financial Account the amount is debited from |
| creditAccountId | FinServFinancialAccountc | Financial Account the amount is credited to |
| transactionCurrency | CurrencyIsoCode | The currency in which the Transaction was made |
| originatorId | Originator_Id__c | The Originator Id of the Transaction |
| isDisputed | FinServIsDisputedc | Whether the Transaction is disputed |
| disputedReason | FinServDisputeReasonc | Reason the transaction is being 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 |
accounts-get-transactions-to-canonical
This transformation produces a list of canonical FINS Transactions from a SF Financial Account Transaction list
Source:
./src/main/resources/dwl/accounts/accounts-get-transactions-to-canonical.dwl
Mapping Tables
Maps a list of SF Finanical Transaction to a FINS Transaction
| FINS Transaction | Salesforce FinServFinancialAccountTransactionc | Description |
|---|---|---|
| id | Id | ID of the Transaction |
| externalIds.externalId | Global_Account_Id__c | External ID of the Account |
| name | Name | Name of the Transaction |
| description | FinServDescriptionc | Description of the Transaction |
| transactionAmount | FinServAmountc | Total amount of the Transaction |
| transactionDate | FinServTransactionDatec | Date the Transaction occurred |
| transactionType | FinServTransactionTypec | Type of the Transaction |
| transactionSubType | FinServTransactionSubtypec | Subtype of the Transaction |
| transactionStatus | FinServTransactionStatusc | Status of the Transaction |
| transactionNumber | FinServTransactionIdc | A unique number assigned to the transaction |
| postedDate | FinServPostDatec | Date the Transaction was processed and settled |
| debitAccountId | FinServFinancialAccountc | Financial Account the amount is debited from |
| creditAccountId | FinServFinancialAccountc | Financial Account the amount is credited to |
| transactionCurrency | CurrencyIsoCode | The currency in which the Transaction was made |
| originatorId | Originator_Id__c | The Originator Id of the Transaction |
| isDisputed | FinServIsDisputedc | Whether the Transaction is disputed |
| disputedReason | FinServDisputeReasonc | Reason the transaction is being 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 |
accounts-patch-to-sf
This module produces a SF FinancialAccount update.
Source:
./src/main/resources/dwl/accounts/accounts-patch-to-sf.dwl
Mapping Tables
Maps FINS Account to SF Financial Account
| Salesforce - FinServFinancialAccountc | FINS - Account | Description |
|---|---|---|
| Id | id | SF internal ID of the Account |
| Global_Account_Id | externalIds[0].externalId | FINS external id of the Account |
| FinServBalancec | accountBalance | Balance of the Account |
| FinServNicknamec | accountLabel | Personalized name of the Account |
| FinServCashBalancec | availableBalance | Available balance of the Account |
| FinServCloseDatec | closedDate | Date the Account was closed |
| FinServStatusc | accountStatus | Current status of the Account |
| Name | name | Official name of the Account |
| FinServLoanTermMonthsc | loanDurationMonths | Duration of the loan in months |
| FinServInterestRatec | interestRate | Interest rate for a LoanAccount |
| FinServLoanAmountc | loanAmount | Original loan amount for a LoanAccount |
| FinServPrincipalBalancec | principalBalance | Remaining balance for a LoanAccount |
| FinServMinimumPaymentc | minimumPaymentMinimum payment per pay period for a LoanAccount | |
| Maximum_Monthly_Withdrawals__c | maximumMonthlyWithdrawals | The maximum number of withdrawals allowed per month |
| Monthly_Withdrawal_Limit__c | monthlyWithdrawalLimit | Maximum amount that can be withdrawn directly from this account per month |
| LastStatementDate__c | lastStatementDate | Date the last statement was produced for this account |
| FinServLastTransactionDatec | lastTransactionDate | Date a transaction was last recorded for this account |
| LastTransactionAmount__c | lastTransactionAmount | Amount of the last transaction recorded for this account |
| LastTransactionType__c | lastTransactionType | References the type of transaction last recorded for this account |
| LastPaymentDate__c | lastPaymentDate | Date the last deposit was made on |
| LastPaymentAmount__c | lastPaymentAmount | Amount of the last payment made |
| Last_Transaction_Id__c | lastTransactionId | Id of the transaction that was last recorded for this account |
accounts-patch-transaction-to-sf
This module produces a SF FinancialAccount update.
Source:
./src/main/resources/dwl/accounts/accounts-patch-transaction-to-sf.dwl
Mapping Tables
Maps FINS Transaction to a SF Financial Account Transaction
| Salesforce - FinServFinancialAccountTransactionc | FINS - Transaction | Description |
|---|---|---|
| id | transactionId | SF internal ID of the Transaction |
| Global_Transaction_Id__c | externalIds.externalId | Global ID of the Account |
| FinServDescriptionc | description | Description of the Transaction |
| FinServTransactionStatusc | transactionStatus | Status of the Transaction |
| FinServIsDisputedc | isDisputed | Whether the Transaction is disputed |
| FinServDisputeReasonc | disputedReason | Reason the transaction is being disputed |
accounts-patch-transfer-transaction-to-sf
This module produces a SF FinancialAccount update.
Source:
./src/main/resources/dwl/accounts/accounts-patch-transfer-transaction-to-sf.dwl
Mapping Tables
Maps a single FINS Transaction to a SF Financial Account Transaction
| Salesforce - FinServFinancialAccountTransactionc | FINS - Transaction | Description |
|---|---|---|
| id | transactionId | SF internal ID of the Transaction |
| Global_Transaction_Id__c | externalIds.externalId | Global ID of the Account |
| FinServDescriptionc | description | Description of the Transaction |
| FinServTransactionStatusc | transactionStatus | Status of the Transaction |
| FinServIsDisputedc | isDisputed | Whether the Transaction is disputed |
| FinServDisputeReasonc | disputedReason | Reason the transaction is being disputed |
accounts-post-transaction-request
Source:
./src/main/resources/dwl/accounts/accounts-post-transaction-request.dwl
Mapping Tables
Maps new FINS Transactions to SF Financial Account Transactions
| FINS - Transaction | Salesforce - FinServFinancialAccountTransactionc | Description |
|---|---|---|
| id | id | SF internal ID of the Transaction |
| transactionNumber | FinServTransactionIdc | A unique number assigned to this transaction |
| description | FinServDescriptionc | Detailed description of this transaction |
| transactionAmount | FinServAmountc | Total amount of the Transaction |
| transactionDate | FinServTransactionDatec | Date the Transaction occurred |
| transactionType | FinServTransactionTypec | Type of the Transaction |
| transactionSubType | FinServTransactionSubtypec | Subtype of the Transaction |
| transactionStatus | FinServTransactionStatusc | Status of the Transaction |
| postedDate | FinServPostDatec | Date the Transaction was processed and settled |
| isDisputed | FinServIsDisputedc | Whether the Transaction is disputed |
| disputedReason | FinServDisputeReasonc | Reason the transaction is being disputed |
| debitAccountId | FinServFinancialAccountc | Identifier of the account that funds were transferred out of |
accounts-post-transfer-transaction-to-sf
Source:
./src/main/resources/dwl/accounts/accounts-post-transfer-transaction-to-sf.dwl
Mapping Tables
Maps new FINS Transfer Transactions to SF Financial Account Transactions
| Salesforce - FinServFinancialAccountTransactionc | FINS - Transaction | Description |
|---|---|---|
| Global_Transaction_Id__c | externalIds.externalId | Global ID of the Transaction |
| FinServTransactionIdc | transactionNumber | Unique identifier of the Transaction |
| FinServDescriptionc | description | Description of the Transaction |
| FinServAmountc | transactionAmount | Total amount of the Transaction |
| FinServTransactionDatec | transactionDate | Date the Transaction occurred |
| FinServTransactionTypec | transactionType | Type of the Transaction |
| FinServTransactionSubtypec | transactionSubType | Subtype of the Transaction |
| FinServTransactionStatusc | transactionStatus | Status of the Transaction |
| FinServPostDatec | postedDate | Date the Transaction was processed and settled |
| FinServIsDisputedc | isDisputed | Whether the Transaction is disputed |
| FinServDisputeReasonc | disputedReason | Reason the transaction is being disputed |
| Debit_Financial_Account__c | debitAccountId | Identifier of the account that funds were transferred out of |
| Credit_Financial_Account__c | creditAccountId | Identifier of the account that funds were transferred to |
| CurrencyIsoCode | transactionCurrency | The currency in which the Transaction was made |
| Originator_Id__c | originatorId | The Originator Id of the Transaction |
accounts-search-to-canonical-response
This transformation produces a list of canonical FINS Accounts from a SF Financial Account list
Source:
./src/main/resources/dwl/accounts/accounts-search-to-canonical-response.dwl
Mapping Tables
Maps a list of SF Financial Accounts to a FINS Account
| FINS - Account | Salesforce - FinServFinancialAccountc | 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 | FinServTaxIDc | Tax Identification Number of the Account | |
| accountBalance | FinServBalancec | Balance of the Account | |
| accountType | FinServFinancialAccountTypec | (enum) Type of Account | |
| loanType | FinServFinancialAccountTypec | Loan type for loan account | |
| depositAccountType | RecordType.Name | The type of deposit account | |
| glAccountType | FinServFinancialAccountTypec | Purpose for this GL account | |
| blockchainAccountType | FinServFinancialAccountTypec | Identifies the specific blockchain that this account is associated with or indicates a generic blockchain asset | |
| accountLabel | FinServNicknamec | Personalized name of the Account | |
| availableBalance | FinServCashBalancec | Available balance of the Account | |
| openedDate | FinServOpenDatec | Date the Account was opened | |
| closedDate | FinServCloseDatec | Date the Account was closed | |
| accountNumber | FinServFinancialAccountNumberc | Number of the Account | |
| accountStatus | FinServStatusc | Current status of the Account | |
| name | Name | Official name of the Account | |
| primaryAccountOwner | FinServPrimaryOwnerc | Customer who is the primary owner of the account | |
| interestRate | FinServInterestRatec | Interest rate for a LoanAccount | |
| originalLoanAmount | FinServLoanAmountc | Original loan amount for a LoanAccount | |
| minimumPayment | FinServMinimumPaymentc | Minimum payment per pay period for a LoanAccount | |
| principalBalance | FinServPrincipalBalancec | Remaining balance for a LoanAccount | |
| minimumBalance | FinServMinimumBalancec | 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 | |
| monthlyWithdrawalLimit | Monthly_Withdrawal_Limit__c | Maximum amount that can be withdrawn directly from this account per month | |
| lastStatementDate | LastStatementDate__c | Date the last statement was produced for this account | |
| lastTransactionDate | FinServLastTransactionDatec | Date a transaction was last recorded for this account | |
| lastTransactionAmount | LastTransactionAmount__c | Amount of the last transaction recorded for this account | |
| lastTransactionType | LastTransactionType__c | References the type of transaction last recorded for this account | |
| lastPaymentDate | LastPaymentDate__c | Date the last deposit was made on | |
| lastPaymentAmount | LastPaymentAmount__c | Amount of the last payment made | |
| initialTransactionId | Initial_Transaction_Id__c | Id of the first transaction that was recorded for this account | |
| lastTransactionId | Last_Transaction_Id__c | Id of the transaction that was last recorded for this account | |
| 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 | |
| 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 |
cards-create-to-sf
This module produces a SF Financial Card creation.
Source:
./src/main/resources/dwl/accounts/cards/cards-create-to-sf.dwl
Mapping Tables
Maps a FINS Card to SF FinServCardc
| Salesforce - FinServCardc | FINS - Card | Description |
|---|---|---|
| Global_Card_Id__c | externalIds[].externalId | Global ID of the Card |
| Name | name | Name of the Card |
| FinServAccountHolderc | cardOwnerId | Card Owner Id |
| FinServBinNumberc | cardNumber | Number on the Card |
| Name | cardholderName | Name of the Card Holder |
| Card_Type__c | cardType | Type of the Card |
| Credit_Card_Type__c | creditCardType | Type of Credit Card |
| FinServOwnershipTypec | "Other" | Card Ownership type - Set as "Other" |
| FinServActivec | cardStatus | Flag to determine whether or not the Card is Active |
| FinServValidUntilc | expiryYear ++ expiryMonth | Validity of the Card |
| FinServFinancialAccountc | financialAccountId | Account Id associated with the card |
cards-get-by-id-to-canonical-response
This transformation produces a canonical FINS Cards for a SF Financial Card
Source:
./src/main/resources/dwl/accounts/cards/cards-get-by-id-to-canonical-response.dwl
Mapping Tables
Maps a SF Financial Card to a FINS Card
| FINS Card | Salesforce - FinServCardc | Description |
|---|---|---|
| id | Id | ID of the Card |
| externalIds[].externalId | Global_Card_Id__c | Global 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 | Cardholder_Name__c | Name of the Card |
| cardNumber | FinServBinNumberc | Number on the Card |
| creditCardType | Credit_Card_Type__c | Type of the Credit Card |
| cardOwnershipType | "Other" | Card Ownership type - Set as "Other" for a DebitCard |
| cardPin | "0000" | Pin of the Card - Set as "0000" |
| cardStatus | FinServActivec | Flag to determine whether or not the Card is Active |
| 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 |
cards-search-to-canonical-response
This transformation produces a list of canonical FINS Cards from a SF Card list
Source:
./src/main/resources/dwl/accounts/cards/cards-search-to-canonical-response.dwl
Mapping Tables
Maps a SF Financial Card to a FINS Card
| FINS Card | Salesforce - FinServCardc | Description |
|---|---|---|
| id | Id | ID of the Card |
| externalIds[].externalId | Global_Card_Id__c | Global 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 | Cardholder_Name__c | Name of the Card |
| cardNumber | FinServBinNumberc | Number on the Card |
| creditCardType | Credit_Card_Type__c | Type of the Credit Card |
| cardOwnershipType | "Other" | Card Ownership type - Set as "Other" for a DebitCard |
| cardPin | "0000" | Pin of the Card - Set as "0000" |
| cardStatus | FinServActivec | Flag to determine whether or not the Card is Active |
| 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 |
cards-update-to-sf
This module produces a SF Financial Card update.
Source:
./src/main/resources/dwl/accounts/cards/cards-update-to-sf.dwl
Mapping Tables
Maps a FINS Card to SF FinServCardc
| Salesforce - FinServCardc | FINS - Card | Description |
|---|---|---|
| Global_Card_Id__c | externalIds[].externalId | Global ID of the Card |
| Name | name | Name of the Card |
| FinServActivec | cardStatus | Flag to determine whether or not the Card is Active |
| FinServOwnershipTypec | "Other" | Card Ownership type - Set as "Other" |
| FinServValidUntilc | expiryYear ++ expiryMonth | Validity of the Card |