FINS Customer Leads Process 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 |
|---|---|
| kyc-service-mock-response | This is a mocking code for KYC Service response. The status is returned true or false randomly. The random logic has been configured to hold a default probability value of 85% success rate. |
| update-opportunity-with-kyc-check-passed | Update opportunity in the Salesforce FSC wealth with hasKnowledgeCheckPassed flag set to true |
| update-opportunity-with-kyc-failed | Update opportunity in the Salesforce FSC wealth with hasKnowledgeCheckPassed flag set to false |
| update-opportunity-with-doc-ids | Update opportunity in the Salesforce FSC wealth with document identifiers |
| wealth-documents-sign-request-payload | Creates a Request Mapping to invoke DocuSign System API. Maps the payload/variables to DocuSign System API enevelopeType as request body. Templates related to the Documents that needs signatures are configurable through config properties along with inputs from incoming payload stored as variables. |
| update-opportunity-with-docs-signed-status | Update opportunity in the Salesforce FSC wealth with hasAllDocumentSignatures flag |
kyc-service-mock-response
This is a mocking code for KYC Service response. The status is returned true or false randomly.
The random logic has been configured to hold a default probability value of 85% success rate.
Source:
./src/main/resources/dwl/opportunities/kyc-service-mock-response.dwl
Variables
var probabilityPercentage
variable to hold success probability percentage.
Mapping Tables
Mocking response of KYC Service
| KYC response | Mocking Data | Description |
|---|---|---|
| status | true or false | Response of KYC as true or false that is mocked based on configurable success probability. |
update-opportunity-with-kyc-check-passed
Update opportunity in the Salesforce FSC wealth with hasKnowledgeCheckPassed flag set to true
Source:
./src/main/resources/dwl/opportunities/update-opportunity-with-kyc-check-passed.dwl
Variables
var s
Update the Opportunity payload with hasKnowledgeCheckPassed flag
Mapping Tables
Update the Opportunity payload with hasKnowledgeCheckPassed flag
| Opportunity System API | payload | Description |
|---|---|---|
| hasKnowledgeCheckPassed | true | Update the existing payload with KYC check passed status |
update-opportunity-with-kyc-failed
Update opportunity in the Salesforce FSC wealth with hasKnowledgeCheckPassed flag set to false
Source:
./src/main/resources/dwl/opportunities/update-opportunity-with-kyc-failed.dwl
Variables
var s
Update the Opportunity payload with hasKnowledgeCheckPassed flag
Mapping Tables
Update the Opportunity payload with hasKnowledgeCheckPassed flag
| Opportunity System API | payload | Description |
|---|---|---|
| hasKnowledgeCheckPassed | false | Update the existing payload with KYC check failed status |
| stageName | Closed Lost | Update Opportunity Stage as Closed Lost |
update-opportunity-with-doc-ids
Update opportunity in the Salesforce FSC wealth with document identifiers
Source:
./src/main/resources/dwl/opportunities/update-opportunity-with-doc-ids.dwl
Variables
var s
Update the Opportunity payload with document identifiers
Mapping Tables
Update the Opportunity payload with document identifiers
| Opportunity System API | payload | Description |
|---|---|---|
| achTransferAuthDocumentId | documentGuid | GUID of ACH Transfer Authorization Document Identifier in DocuSign as returned by DocuSign response |
| assetTransferAuthDocumentId | documentGuid | GUID of Asset Transfer Authorization Document Identifier in DocuSign as returned by DocuSign response |
wealth-documents-sign-request-payload
Creates a Request Mapping to invoke DocuSign System API.
Maps the payload/variables to DocuSign System API enevelopeType as request body.
Templates related to the Documents that needs signatures are configurable through
config properties along with inputs from incoming payload stored as variables.
Source:
./src/main/resources/dwl/documents/wealth-documents-sign-request-payload.dwl
Mapping Tables
Maps the payload or variables to DocuSign System API enevelopeType as request body.
| DocuSign System API envelopeType | payload | Description |
|---|---|---|
| emailSubject | subject text | Subject line for DocuSign email |
| emailBlurb | email text | Email Text for DocuSign email |
| compositeTemplates.templateIds | config values | DocuSign Template Ids are documents that need signatures |
| compositeTemplates.customFields | vars.opportunityId | Custom Fields that are to be returned by DocuSign after handling the document |
| compositeTemplates.recipients | vars.emailAddress | Name and email address who needs to receive documents for signatures |
| envelopeStatus | "SENT" | Status of the envelop to be marked as Sent |
update-opportunity-with-docs-signed-status
Update opportunity in the Salesforce FSC wealth with hasAllDocumentSignatures flag
Source:
./src/main/resources/dwl/documents/update-opportunity-with-docs-signed-status.dwl
Variables
var s
Update the Opportunity payload with document signature status
Mapping Tables
Update the Opportunity payload with document signature status
| Opportunity System API | payload | Description |
|---|---|---|
| hasAllDocumentSignatures | true | Update the existing payload with Document Signatures check as true |
| stageName | "Closed Won" | Update the stage of the opportunity to Closed Won |