FINS Marketing Poller 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 |
|---|---|
| convert-externalaccounts-csv-to-cdp-json | Convert the external accounts in S3 Object CSV to externalAccounts JSON for CDP System API to process |
| publish-cross-sell-feeds-payload | Convert the CDP Cross-Sell money market segment in S3 Object CSV to JSON for Salesforce Customers System API to process as chatter feed message |
| publish-up-sell-feeds-payload | Convert the CDP Upsell mortgage segment in S3 Object CSV to JSON for Salesforce Customers System API to process as chatter feed message |
convert-externalaccounts-csv-to-cdp-json
Convert the external accounts in S3 Object CSV to externalAccounts JSON for CDP System API to process
Source:
./src/main/resources/dwl/convert-externalaccounts-csv-to-cdp-json.dwl
Variables
var csvToJsonPayload
Variable that holds the JSON payload from CSV read from the AWS S3 Object
Mapping Tables
Maps external accounts from AWS S3 Object in CSV format to JSON of externalAccounts of CDP
| CSV Header | externalAccounts | Description |
|---|---|---|
| "Global Party ID" | individualId | Global identifier of the account owner |
| "Name of Financial Company" | institutionName | Name of the financial institution holding the account |
| "Email Address" | emailAddress | Email Address of the account owner |
| "Account Type" | accountType | The type of the account |
| "Account Status" | accountStatus | The status of the account |
| "Average Daily Balance" | averageDailyBalance lastName | The average daily balance of the account |
| "Age of Account (years)" | ageOfAccount | The number of years since the account was first opened |
| "Total number of accounts" | totalNumberOfAccounts | The total number of accounts held by this client |
| "Length of time as client" | lengthOfTimeAsClient | The number of years the individual has been a client with the financial institution |
publish-cross-sell-feeds-payload
Convert the CDP Cross-Sell money market segment in S3 Object CSV to JSON for Salesforce Customers System API to process as chatter feed message
Source:
./src/main/resources/dwl/publish-cross-sell-feeds-payload.dwl
Variables
var csvToJsonPayload
Variable that holds the JSON payload from CSV read from the AWS S3 Object
Mapping Tables
Maps Cross-Sell Money Market Data from AWS S3 Object in CSV format to JSON of Salesforce Customers System API to process as chatter feed message
| feeds | CSV Header or Config | Description |
|---|---|---|
| subjectId | "Id" | The Salesforce identifier of record that this message will be posted to the feed of |
| messageContent | Message Text | The content of the message to post |
| messageVisibility | INTERNAL_USERS | Indicates whether all users or only internal users can see this post |
publish-up-sell-feeds-payload
Convert the CDP Upsell mortgage segment in S3 Object CSV to JSON for Salesforce Customers System API to process as chatter feed message
Source:
./src/main/resources/dwl/publish-up-sell-feeds-payload.dwl
Variables
var csvToJsonPayload
Variable that holds the JSON payload from CSV read from the AWS S3 Object
Mapping Tables
Maps Upsell mortgage segment Data from AWS S3 Object in CSV format to JSON of Salesforce Customers System API to process as chatter feed message
| feeds | CSV Header or Config | Description |
|---|---|---|
| subjectId | "Id" | The Salesforce identifier of record that this message will be posted to the feed of |
| messageContent | Message Text | The content of the message to post |
| messageVisibility | INTERNAL_USERS | Indicates whether all users or only internal users can see this post |