FINS Customers Process API - Implementation Template

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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.

ModuleDescription
map-customer-create-requestCustomer Create Mapping for a System (Salesforce,CoreBanking and LOS)
map-salesforce-customer-create-requestCreate Customer Mapping for Salesforce
map-salesforce-customer-update-requestUpdate Customer Mapping for Salesforce
map-salesforce-individual-create-requestCreate Contact Mapping for Salesforce
map-salesforce-individual-update-requestUpdate Contact Mapping for Salesforce
map-salesforce-household-create-requestCreate Household Mapping for Salesforce
map-salesforce-household-update-requestUpdate Household Mapping for Salesforce
map-subscriber-create-requestIndividual/Subscriber Creation Mapping for Salesforce Marketing
map-subscriber-update-requestIndividual/Subscriber Update Mapping for Salesforce Marketing
map-core-banking-customer-create-requestCustomer Create Mapping for Core Banking
map-core-banking-customer-update-requestCustomer Update Mapping for Core Banking
map-los-customer-create-requestCustomer Create Mapping for Loan Origination System (LOS)
map-los-customer-update-requestCustomer Update Mapping for Loan Origination System (LOS)

map-customer-create-request

Customer Create Mapping for a System (Salesforce,CoreBanking and LOS)

Source: ./src/main/resources/dwl/map-customer-create-request.dwl

Mapping Tables

Maps customer profiles of SourceSystem to MDM in CIM format which is further used for creation of Customer in other systems (Salesforce,Core Banking etc.,). The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored to uniquely identify the customer.

MDMSystemDescription
ididThe id will be null for creating a new Customer
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
partypartyThe Party
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in SAP ECC
customerNumbercustomerNumberThe Customer Number to be stored in a System
customerStatuscustomerStatusThe Status of Customer to be updated in a System

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map-salesforce-customer-create-request

Create Customer Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-customer-create-request.dwl

Mapping Tables

Maps customer profiles from SourceSystem to MDM in CIM format which is further used to create a Customer in Salesforce. The object structure is same with only exception of GlobalCustomerId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the customer.

MDMSalesforceDescription
ididThe id will be null for creating a new Customer in Salesforce
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
partypartyThe Party
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
customerNumbercustomerNumberThe Customer Number to be stored in Salesforce
customerStatuscustomerStatusThe Status of Customer to be stored in Salesforce

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map-salesforce-customer-update-request

Update Customer Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-customer-update-request.dwl

Mapping Tables

Maps customer profiles from SourceSystem to MDM in CIM format which is further used to update a Customer in Salesforce. The object structure is same with only exception of GlobalCustomerId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the customer.

MDMSalesforceDescription
ididThe id of the Customer in Salesforce
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
party.idnullThe id of the Party
party.partyTypePartyThe type of Party
party.personNamefirstName lastNameThe full name of the Party
party.firstNamefirstNameThe first name of the Party
party.lastNamelastNameThe last name of the Party
party.externalIdsexternalIdsThe GlobalPartyId of Customer as in MDM.This will not be stored in Salesforce
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
customerNumbercustomerNumberThe Customer Number to be stored in Salesforce
customerStatuscustomerStatusThe Status of Customer to be updated in Salesforce

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map-salesforce-individual-create-request

Create Contact Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-individual-create-request.dwl

Mapping Tables

Maps Individual profiles from SourceSystem to MDM in CIM format which is further used to create an Individual in Salesforce. The object structure is same with only exception of GlobalPartyId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the Contact.

MDMSalesforceDescription
ididThe id will be null for creating a new Contact in Salesforce
partyTypepartyTypeThe Party type for the Contact - Set as Individual
contactPointscontactPointsThe ContactPoints associated with the Individual
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
personNamepersonNameThe Name of the Contact to be stored in Salesforce
firstNamefirstNameThe First Name of the Contact to be stored in Salesforce
lastNamelastNameThe Last Name of the Contact to be stored in Salesforce

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map-salesforce-individual-update-request

Update Contact Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-individual-update-request.dwl

Mapping Tables

Maps Individual profiles of SourceSystem to MDM in CIM format which is further used to update a Contact in Salesforce. The object structure is same with only exception of GlobalPartyId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the Contact.

MDMSalesforceDescription
ididThe id will be null for creating a new Contact in Salesforce
partyTypepartyTypeThe Party type for the Contact - Set as Individual
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
personNamepersonNameThe Name of the Contact to be stored in Salesforce
firstNamefirstNameThe First Name of the Contact to be stored in Salesforce
lastNamelastNameThe Last Name of the Contact to be stored in Salesforce

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map-salesforce-household-create-request

Create Household Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-household-create-request.dwl

Mapping Tables

Maps Household profiles from SourceSystem to MDM in CIM format which is further used to create an Household in Salesforce. The object structure is same with only exception of GlobalPartyId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the Contact.

MDMSalesforceDescription
ididThe id will be null for creating a new Contact in Salesforce
partyTypepartyTypeThe Party type for the Contact - Set as Household
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
namenameThe Name of the Household to be stored in Salesforce

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map-salesforce-household-update-request

Update Household Mapping for Salesforce

Source: ./src/main/resources/dwl/map-salesforce-household-update-request.dwl

Mapping Tables

Maps Household profiles from SourceSystem to MDM in CIM format which is further used to update an Household in Salesforce. The object structure is same with only exception of GlobalPartyId being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce to uniquely identify the Contact.

MDMSalesforceDescription
ididThe id will be null for creating a new Contact in Salesforce
partyTypepartyTypeThe Party type for the Contact - Set as Household
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Salesforce
namenameThe Name of the Household to be stored in Salesforce

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map-subscriber-create-request

Individual/Subscriber Creation Mapping for Salesforce Marketing

Source: ./src/main/resources/dwl/map-subscriber-create-request.dwl

Mapping Tables

Maps Individual associated with Customer Profile of SourceSystem (Salesforce) to MDM in CIM format which is further used for creation of Subscriber in Salesforce Marketing. The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM. This Id will be stored in Salesforce Marketing to uniquely identify an Individual.

MDMSalesforce MarketingDescription
ididThe id will be null for creating a new Subscriber in Salesforce Marketing
partyTypeIndividualThe type of party - default as Individual
personNamefirstName lastNameThe full name of the individual
firstNamefirstNameThe first name of the individual
lastNamelastNameThe last name of the individual
externalIdsexternalIdsThe GlobalPartyId of an Individual as in MDM.This will not be stored in Salesforce Marketing
contactPointscontactPointsThe ContactPoints of an Individual used for creating a Subscriber in Salesforce Marketing Cloud. ContactPointEmailAddress is only used by Salesforce Marketing Cloud

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map-subscriber-update-request

Individual/Subscriber Update Mapping for Salesforce Marketing

Source: ./src/main/resources/dwl/map-subscriber-update-request.dwl

Mapping Tables

Maps Individual associated with Customer Profile of SourceSystem (Salesforce) to MDM in CIM format which is further used for creation of Subscriber in Salesforce Marketing. The object structure is same with only exception of GlobalPartyId being sent as an ExternalId to be stored in Salesforce Marketing to uniquely identify an Individual.

MDMSalesforce MarketingDescription
ididThe id will be GlobalPartyId for updating an existing Subscriber in Salesforce Marketing
partyTypeIndividualThe type of party - default as Individual
personNamefirstName lastNameThe full name of the individual
firstNamefirstNameThe first name of the individual
lastNamelastNameThe last name of the individual
externalIdsexternalIdsThe GlobalPartyId of an Individual as in MDM.This will not be stored in Salesforce Marketing
contactPointscontactPointsThe ContactPoints of an Individual used for creating a Subscriber in Salesforce Marketing Cloud. ContactPointEmailAddress is only used by Salesforce Marketing Cloud

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map-core-banking-customer-create-request

Customer Create Mapping for Core Banking

Source: ./src/main/resources/dwl/map-core-banking-customer-create-request.dwl

Mapping Tables

Maps customer profiles of SourceSystem to CIM format which is further used for creation of Customer in Core Banking. The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM.

MDMCore BankingDescription
ididThe id will be null for creating a new Customer in Core Banking
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
partypartyThe Party
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Core Banking
customerNumbercustomerNumberThe Customer Number to be stored in Core Banking
customerStatuscustomerStatusThe Status of Customer to be updated in Core Banking

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map-core-banking-customer-update-request

Customer Update Mapping for Core Banking

Source: ./src/main/resources/dwl/map-core-banking-customer-update-request.dwl

Mapping Tables

Maps customer profiles of SourceSystem in CIM format which is further used for creation of Customer in Core Banking. The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM.

MDMCore BankingDescription
ididThe id will be Global Customer Id to update an existing Customer in Core Banking
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
party.idnullThe id of the Party
party.partyTypePartyThe type of Party
party.personNamefirstName lastNameThe full name of the Party
party.firstNamefirstNameThe first name of the Party
party.lastNamelastNameThe last name of the Party
party.externalIdsexternalIdsThe GlobalPartyId of Customer as in MDM.This will not be stored in Core Banking
party.contactPointscontactPointsThe contactPoints of Customer as in MDM.
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in Core Banking
customerNumbercustomerNumberThe Customer Number to be stored in Core Banking
customerStatuscustomerStatusThe Status of Customer to be updated in Core Banking

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map-los-customer-create-request

Customer Create Mapping for Loan Origination System (LOS)

Source: ./src/main/resources/dwl/map-los-customer-create-request.dwl

Mapping Tables

Maps customer profiles of SourceSystem to CIM format which is further used for creation of Customer in LOS. The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM.

MDMCore BankingDescription
ididThe id will be null for creating a new Customer in LOS
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
partypartyThe Party
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in LOS
customerNumbercustomerNumberThe Customer Number to be stored in LOS
customerStatuscustomerStatusThe Status of Customer to be updated in LOS

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map-los-customer-update-request

Customer Update Mapping for Loan Origination System (LOS)

Source: ./src/main/resources/dwl/map-los-customer-update-request.dwl

Mapping Tables

Maps customer profiles of SourceSystem in CIM format which is further used for creation of Customer in LOS. The object structure is same with only exception of Global Customer Id being sent as an ExternalId with ExternalIdType as MDM.

MDMLOSDescription
ididThe id will be Global Customer Id to update an existing Customer in LOS
partyRoleTypepartyRoleTypeThe type of party role - usually Customer
party.idnullThe id of the Party
party.partyTypePartyThe type of Party
party.personNamefirstName lastNameThe full name of the Party
party.firstNamefirstNameThe first name of the Party
party.lastNamelastNameThe last name of the Party
party.externalIdsexternalIdsThe GlobalPartyId of Customer as in MDM.This will not be stored in LOS
party.contactPointscontactPointsThe contactPoints of Customer as in LOS.
externalIdsexternalIdsThe Global Customer Id of Customer as in MDM that will need to be stored in LOS
customerNumbercustomerNumberThe Customer Number to be stored in LOS
customerStatuscustomerStatusThe Status of Customer to be updated in LOS

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Reviews

TypeTemplate
OrganizationMulesoft Inc.
Published by
MuleSoft Solutions
Published onDec 16, 2022
Asset overview

Asset versions for 3.0.x

Asset versions
VersionActions
3.0.0