Field Mapping and Reference data

This document describes about the field mappings and naming of different Infinity Origination components. The data related to each of these components is transferred from the User Interface (UI) to the Server by Quantum Visualizer and Quantum Fabric. This data is stored in the following data persistence layers.

  • Origination Data MS (ODMS)
  • Party MS
  • Marketing Catalog MS
  • DBX DB
  • Temenos Transact Core
  • Arrangements MS

The field mappings of the Infinity Origination components can be explained by any of the following types, depending on whether a component is a UI element:

  • Screen → Quantum Fabric → Backend storage points: This type of mapping is applicable when the component is a UI element in the Infinity Origination app. For example, data that is displayed on the screen. This data could be Read-only data or the details provided by a customer.
  • Fabric → Backend storage points: This type of mapping is applicable when the component is not a UI element in the Infinity Origination app. For example, the default data and the table Id data.

The field mappings in Infinity Origination can be categorized into the following entities, based on type of the associated data:

Customer Entity

The Customer entity deals with the personal information and address and identification details of the customers. The following table displays the field mapping among the Fabric, ODMS, Party microservice, DBX DB, and Temenos Transact.

Screen UI Element Fabric Experience API

ODMS

Entity Name

ODMS

JSON Path

Party Microservice DBX DB (TableName.ColumnName) Temenos Transact (Iris) (TableName.FieldName) Temenos Transact (CUSTOMER) Field Length & Data types

Personal Info

First Name

PersonalInfo.FirstName

PersonalInfo

entityItem.entry.FirstName

firstName

customer.FirstName

customer.displayNames.displayName
customer.customerNames.customerName
customer.givenName

NAME.1
SHORT.NAME
GIVEN.NAMES

IN2SWI / 50
IN2SWI / 50
IN2SWI / 60

Personal Info

Last Name

PersonalInfo.LastName

PersonalInfo

entityItem.entry.LastName

lastName

customer.LastName

customer.customerNames.customerName
customer.lastName

FAMILY.NAME

IN2SWI / 50

Personal Info

Date of birth

PersonalInfo.DateOfBirth

PersonalInfo

entityItem.entry.DateOfBirth

dateOfBirth

customer.DateOfBirth

customer.dateOfBirth

DATE.OF.BIRTH

DATE

Personal Info

Email Address

PersonalInfo.Email

PersonalInfo

entityItem.entry.Email

contactPoints.electronicAddress.electronicAddress

NA

customer.communicationDevices.email

EMAIL.1

EMAIL / 50

Personal Info

Country Code

PersonalInfo.MobileCountryCode

PersonalInfo

entityItem.entry.CountryCode

contactPoints.phoneAddress.iddPrefixPhone

customercommunication.phoneCountryCode

customer.contactTypes.countryCode

IDD.PREFIX.PHONE

COUNTRY.IDD.PREFIX (Master data)

Personal Info

Phone Number

PersonalInfo.MobileNumber

PersonalInfo

entityItem.entry.MobileNumber

contactPoints.phoneAddress.nationalPhoneNumber

customercommunication.id

customer.contactTypes.contactData, customer.communicationDevices.smsNumber

CONTACT.DATASMS.1

IN2ADDR / 254

NA

NA

NA

PersonalInfo

entityItem.entry.Title

NA NA NA NA NA

NA

NA

NA

PersonalInfo

entityItem.entry.MiddleName

NA NA NA NA NA

Identity Info

Tax id

PersonalInfo.SSN

IdentityInfo

entityItem.entry.TaxIdNum

taxDetails.taxId

customer.Ssn

customer.taxIds.taxId

TAX.ID

IN2A / 35

Identity Info

Identity type

IdentityInfo.IDType

IdentityInfo

entityItem.entry.IdType

partyidentifiers.type

NA

customer.legalDetails.legalDocumentName

LEGAL.DOC.NAME

Identity Master data

Identity Info

Identity number

IdentityInfo.TaxIDNum

IdentityInfo

entityItem.entry.IdNumber

partyidentifiers.identifierNumber

NA

customer.legalDetails.legalId

LEGAL.ID

IN2A / 35

Identity Info

Issuing Country

IdentityInfo.IssueCountry

IdentityInfo

entityItem.entry.IssuedCountry

partyidentifiers.issuingCountry

NA

NA

NA

NA

Identity Info

Issuing State

IdentityInfo.IssuedState

IdentityInfo

entityItem.entry.IssuedState

NA

NA

N/A

NA

NA

Identity Info

Issue date

IdentityInfo.IssuedDate

IdentityInfo

entityItem.entry.IssuedDate

partyidentifiers.issuedDate

NA

customer.legalDetails.legalIssuedDate

LEGAL.ISS.DATE

DATE

Identity Info

Expiry date

IdentityInfo.ExpirationDate

IdentityInfo

entityItem.entry.ExpirationDate

partyidentifiers.expiryDate

NA

customer.legalDetails.legalExpiredDate

LEGAL.EXP.DATE

DATE

Address Info

Address line 1

AddressInfo.AddressLine1

AddressInfo

entityItem.entry.AddressLine1

contactAddress.flatNumber

NA

customer.streets.street

STREET

IN2ADDR&SWI
/ 35

Address Info

Address line 2

AddressInfo.AddressLine2

AddressInfo

entityItem.entry.AddressLine2

contactAddress.buildingName

NA

customer.addresses.address

ADDRESS

IN2ADDR&SWI / 35

Address Info

Country

AddressInfo.Country

AddressInfo

entityItem.entry.Country

contactAddress.countryCode

NA

customer.countries.country
customer.nationalityId
customer.residenceId

COUNTRY
NATIONALITY
RESIDENCE

Country Master data

Address Info

State

AddressInfo.State

AddressInfo

entityItem.entry.State

contactAddress.countrySubdivision

NA

customer.state

NA

NA

Address Info

City

AddressInfo.City

AddressInfo

entityItem.entry.City

contactAddress.town

NA

customer.addressCities.addressCity

TOWN.COUNTRY

IN2ADDR&SWI / 35

Address Info

Zip Code

AddressInfo.Zipcode

AddressInfo

entityItem.entry.ZipCode

contactAddress.postalOrZipCode

NA

customer.postCode

POST.CODE

IN2ADDR / 35

NA

NA

Application.Party_id

MetaData

entityItem.entry.PrimaryApplicant.PartyId

party.id

customerapplication.Party_id
backendidentifier.BackendId

NA

EXTERN.CUS.ID

NA

NA

NA

PersonalInfo.CIF

MetaData

entityItem.entry.PrimaryApplicant.CIF

NA

customerapplication.CoreCustomer_id

backendidentifier.BackendId

customer.id
aa.arrangement.customerIds.customerId

ID

NA

NA

NA

SelfieScores.SelfieScore

SelfieScore

entityItem.entry.SelfieScore

NA

NA

NA

NA

NA

NA

NA

SelfieScores.SelfieResult

SelfieScore

entityItem.entry.SelfieResult

NA

NA

NA

NA

NA

NA

NA

SelfieScores.LivenessSelfieScore

SelfieScore

entityItem.entry.LivenessSelfieScore

NA

NA

NA

NA

NA

NA

NA

SelfieScores.LivenessSelfieResult

SelfieScore

entityItem.entry.LivenessSelfieResult

NA

NA

NA

NA

NA

NA

NA

SelfieScores.FarSelfieResult

SelfieScore

entityItem.entry.FarSelfieResult

NA

NA

NA

NA

NA

NA

NA

NA

KYCInfo

entityItem.entry.Decision

NA

NA

NA

NA

NA

NA

NA

NA

KYCInfo

entityItem.entry.VendorID

NA

NA

NA

NA

NA

Default configurations

The default configurations for the Customer entity in Party Microservice and Temenos Transact are as follows.

Party Microservice

Party Microservice Default Value Configuration place

partyType

Individual

Fabric app / integration service

partyStatus

Prospect / Active

Fabric app / integration service

contactPoint.contactPointType

Electronic Address / Phone Address

Fabric app / integration service

contactAddress.reliabilityType

Confirmed

Fabric app / integration service

contactPoint.electronicAddress.electronicAddressType

Email

Fabric app / integration service

contactPoint.phoneAddress.phoneAddressType

Mobile Number

Fabric app / integration service

contactPoint.electronicAddress.electronicCommunicationType

Primary

Fabric app / integration service

contactAddress.physicalAddressType

Home

Fabric app / integration service

Temenos Transact

Temenos Transact (Iris) Temenos Transact (Customer table) Default Value Default Placeholder

customer.language

LANGUAGE

1 (English)

Fabric console

customer.contactTypes.contactType

CONTACT.TYPE

MOBILE

Fabric console

customer.customerStatus

CUSTOMER.STATUS

4 (Retail client Standard)

Fabric console

customer.accountOfficerId

ACCOUNT.OFFICER

26 (Retail Banking)

Fabric console

customer.industryId

INDUSTRY

1000 (Private Person)

Fabric console

customer.target

TARGET

4 (Retail client Standard)

Fabric console

customer.sectorId

SECTOR

1000 (Individuals)

Fabric console

customer.nationalityId

NATIONALITY

US

Fabric console

customer.residenceId

RESIDENCE

US

Fabric console

customer.customerType

CUSTOMER.TYPE

PROSPECT / ACTIVE

Fabric console

NA

MNEMONIC

Auto generated value

Fabric console

customer.legalDetails.legalIssuedDate

LEGAL.ISS.DATE

Two years backdated value from today if the field is empty in Infinity

Java service

NA

LEGAL.ID.DOC.NAME

LEGAL.ID-LEGAL.DOCTYPE

Core

customer.street STREET Street Fabric console

Master data mapping for Identity documents

The following table describes the master data mapping of the Identity documents among ODMS, Party microservice, and Temenos Transact.

Identity doc type in Screen Identity doc type in ODMS Identity doc type in Party MS Identity doc type in Transact

Passport

Passport

Passport

PASSPORT

Driver License

Driver License

Driver License

DRIVERS.LICENSE

Foreign Government ID

Foreign Government ID

Foreign Government ID

EIC

ID State

ID State

ID State

EIC

Military ID

Military ID

Military ID

MILITARY.ID

Products & Features Entity

The products and Features Entity deals with the information about the products offered and their features.

Marketing Catalog Product Information Mapping

The information about all the products displayed in the Dashboard and the Product Selection module is retrieved from the Marketing Catalog microservice. The following table displays the field mapping among Fabric, Marketing Catalog microservice, and ODMS.

Screen UI Element Fabric

ODMS

Entity Name

ODMS

JSON Path

Marketing Catalog Microservice Image

Product Initial Dashboard

NOTE: The same elements are used for the hamburger menu

ProductGroupName

ProductDashboard.ProductGroupName

ProductSelection

entityItem.entry.Products[*].ProductGroupDisplayName

marketingCatalogue.productGroups.productGroupName

Banner image
Note:The mapping for this attribute is done via Spotlight.
NA

NA

NA

NA

Banner image (Desktop Screen)

Note: This image applies to large screens such as desktop. If this image fails to apply, then the above Banner image intended for smaller screens is applied.

NA

NA

NA

NA

ProductGroupIcon

ProductDashboard.ProductGroupImg

NA

NA

marketingCatalogue.productGroups.imageDetails.imageURl (imageType = Icon)

ProductGroupId

 

ProductDashboard.productGroupRef

ProductSelection

entityItem.entry.Products[*].ProductGroupRef

marketingCatalogue.productGroups.productGroupRef

Product Group Dashboard

Description

ProductDashboard.productGroups.description

NA

NA

marketingCatalogue.productGroups.description

Detail Description

ProductDashboard.detailedDesc

NA

NA

marketingCatalogue.productGroups.detailedDesc

Banner image

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.imageDetails.imageURl (imageType = Banner)

Banner Image (Desktop screen)

Note: This image applies to large screens such as desktop. If this image fails to apply, then the above Banner image intended for smaller screens is applied.

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.imageDetails.imageURl (imageType = Banner_Large)

Content image

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.imageDetails.imageURl (imageType = Content)

Product Icon

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.products.imageDetails.imageUrl(imageType = Icon)

Key Benefits

ProductDashboard.ProductNotes

NA

NA

marketingCatalogue.productGroups.products.productDescription.notes

NOTE: Data has to be set as one string separated by |+| delimeter between multiple points.

Product Detail Dashboard

Snippet Description

ProductDashboard.ProductDescription

ProductSelection

entityItem.entry.Products[*].ProductDescription

marketingCatalogue.productGroups.products.productDescription.description

Banner Image

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.products.imageDetails(imageType=Banner)

Banner Image (desktop screen)

Note: This image applies to large screens such as desktop. If this image fails to apply, then the above Banner image intended for smaller screens is applied.

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.products.imageDetails(imageType=Banner_Large)

Product description

ProductDashboard.ProductDescription

ProductSelection

entityItem.entry.Products[*].ProductDescription

marketingCatalogue.productGroups.products.productDescription.description

Production Detailed description

ProductDashboard.ProductDetailedDescription

NA

NA

marketingCatalogue.productGroups.products.productDescription.detailedDesc

Content Image

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.products.imageDetails(imageType=Content)

Why to choose us

ProductDashboard.ImageDetails

NA

NA

marketingCatalogue.productGroups.products.productDescription.notes

NOTE: Data has to be set as one string separated by |+| delimeter between multiple points.

Important Disclosures

ProductDashboard.ProductDisclosure

NA

NA

marketingCatalogue.productGroups.products.productDescription.disclosure

Terms and Conditions

ProductDashboard.ProductTermsAndConditions

NA

NA

marketingCatalogue.productGroups.products.productDescription.termsConditions

Product Selection

Product Group Name

productCatalogue.productGroups . productGroupDisplayName

ProductSelection

entityItem.entry.Products[*].ProductGroupDisplayName

marketingCatalogue.productGroups.productGroupName

Product Name

productCatalogue.productGroups.products.productName

ProductSelection

entityItem.entry.Products[*].ProductName

marketingCatalogue.productGroups.products.productName

Product Description

productCatalogue.productGroups.products.detailedDescription

ProductSelection

entityItem.entry.Products[*].ProductDescription

marketingCatalogue.productGroups.products.productDescription.detailedDesc

Icon

productCatalogue.productGroups.products.imageDetails

NA

NA

marketingCatalogue.productGroups.products.imageDetails . imageUrl(type - Icon)

Feature Selection

Product Name

productCatalogue.productGroups.products.productName

ProductSelection

entityItem.entry.Products[*].ProductName

marketingCatalogue.productGroups.products.productName

Feature Name

features.featureName

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].FeatureName

features.featureName

Feature Description

features.description

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].FeatureDescription

features.description

Feature type (eg - checkbox, radio button)

features.optionDispType

NA

NA

features.optionDispType

Option values

features.optionValues.value

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].SelectedValue

features.optionValues.value

Term Deposits Interest Rate periodicInterests.periodicRates.offerRate

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].InterestRate

periodicInterests.periodicRates.offerRate
APR periodicInterests.periodicRates.apr

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].APY

periodicInterests.periodicRates.apr
Minimum Amount periodicInterests.periodicRates.minAmount

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].MinDepositAmount

periodicInterests.periodicRates.minAmount
Maximum Amount periodicInterests.periodicRates.maxAmount

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].MaxDepositAmount

periodicInterests.periodicRates.maxAmount
Deposit Amount NA

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].DepositAmount

NA
Term periodicInterests.periodicRates.period

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].Term

periodicInterests.periodicRates.period

Accounts Entity

The Account entity deals with the details related to the account creation in Temenos Transact, based on the products selected in the application. The following table displays the field mapping among ODMS, Marketing Catalog microservice, Temenos Transact, and DBX DB.

Fabric Experience API

ODMS

Entity Name

ODMS

JSON Path

Marketing Catalog Microservice Temenos Transact DBX DB

NA

MetaData

entityItem.entry.PrimaryApplicant.PartyId

entityItem.entry.PrimaryApplicant.CIF

NA

aa.arrangement.customerIds.customerId

backendIdentifier.BackendId

NA

MetaData

entityItem.entry.CoApplicants[*].PartyId

entityItem.entry.CoApplicants[*].CIF

NA

aa.arrangement.customerIds.customerId

backendIdentifier.BackendId

ProductSelection.Products.Product.ProductRef

ProductSelection

entityItem.entry.Products[*].ProductRef

productCatalogue.productGroups.products.productRef

aa.arrangement.productId

customerApplication.ProductIds

ProductSelection.Products.Product.ProductCurrencyId

ProductSelection

entityItem.entry.Products[*].ProductCurrencyId

productCatalogue.productGroups.products.currencyId

aa.arrangement.currencyId

NA

NA

ProductSelection

entityItem.entry.Products[*].AccountNumber

NA

aa.arrangement.account.accountId

NA

features.feature.type

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].FeatureId

productCatalogue.productGroups.products.productFeatures.type

aa.arrangement.facility
aa.arrangement.statement
aa.arrangement.limit

NA

ProductSelection.Products.Product.FeatureSelection.Features.Feature.SequenceNo

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].SequenceNo

productCatalogue.productGroups.products.productFeatures.sequenceNo

NA

NA

ProductSelection.Products.Product.Features.Feature.SelectedValue

ProductSelection

entityItem.entry.Products[*].FeatureSelection.Features[*].SelectedValue

productCatalogue.productGroups.products.productFeatures.optionValues

aa.arrangement.facility.customeroption
aa.arrangement.statement.printingOption
aa.arrangement.limit.limitAmount

NA

ProductSelection.Products.Product.DepositAmount

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].DepositAmount

NA aa.arrangement.commitment.amount NA
ProductSelection.Products.Product.Term

ProductSelection

entityItem.entry.Products[*].CDSelection.CDPlans[*].Term

periodicInterests.periodicRates.period aa.arrangement.commitment.term NA

Default mapping

Fabric Temenos Transact Default Value

activityId

aa.arrangement.activityId

ACCOUNTS-NEW-ARRANGEMENT, DEPOSITS-NEW-ARRANGEMENT

limitAmount

aa.arrangement.limit.limitAmount

1000

CustomerRole

aa.arrangement.customerIds.customerRole

OWNER

CoApplicantCustomerRole

aa.arrangement.customerIds.customerRole

SECONDARY.OWNER

Funding Entity

The Funding entity deals with the information related to the funding schemes. The following table displays the field mapping among Fabric, ODMS, and DBX DB.

UI Screen Fabric Experience API

ODMS Entity Name

ODMS JSON Path

DBX DB Transact (IRIS)

NA

Funding.FundingStatus

Funding

entityItem.entry.FundingStatus

customerapplication.FundingStatus

NA

Funding type options in screen

Funding.FundingType

Funding

entityItem.entry.FundingType

NA

NA

NA

NA

Funding

entityItem.entry.FundingStatus

NA

NA

NA

Funding.StartDate

Funding

Funding/StartDate

NA

NA
  • Account Number (manual flow)

  • Account Number chosen (Plaid interface)

  • Account Number selected from dropdown (Same bank flow)

Funding.DebitAccount

Funding

entityItem.entry.FundingProducts[*].DebitAccount

NA

paymentOrder.debitAccountId
  • Manual - defaults to USD

  • Same bank flow - defaults from account no selected in dropdown

  • Plaid - currency retrieved from Plaid interface

Funding.DebitCurrency

Funding

entityItem.entry.FundingProducts[*].DebitCurrency

NA

paymentOrder.debitCurrency
  • Manual - Routing number

  • Same bank flow - NA

  • Plaid - defaults the routing number from Plaid external API

Funding.DebitRoutingNumber

Funding

entityItem.entry.FundingProducts[*].DebitRoutingNumber

NA

NA
  • Manual - Account type

  • Same bank - defaults from accounts listing API

  • Plaid - defautls from Plaid API

Funding.DebitAccountType

Funding

entityItem.entry.FundingProducts[*].DebitAccountType

NA

NA

Funds provided for the products shown in Funds allocation page

Funding.FundingProductId

Funding

entityItem.entry.FundingProducts[*].FundingProductId

NA

NA

Defaults the product currency from API response

Funding.FundingCurrency

Funding

entityItem.entry.FundingProducts[*].FundingCurrency

NA

paymentOrder.paymentCurrencyId

Amount given by user in funds allocation page

Funding.FundingAmount

Funding

entityItem.entry.FundingProducts[*].FundingAmount

NA

paymentOrder.amount

NA

NA

ProductSelection

entityItem.entry.Products[*].AccountNumber

NA

paymentOrder.creditAccountId

Default Value For Payment Order

Fabric - default value Temenos Transact Description
Today date paymentOrder.executionDate Defaults the current Temenos Transact system date
ACTRF paymentOrder.paymentOrderProductId Payment order product for internal account to account transfer

Application Entity

The Application entity deals with the application related data that is stored in ODMS and DBX DB. The following table displays the field mapping among the Fabric, ODMS, and DBX DB.

UI Element Fabric ODMS Entity Name ODMS JSON Path DBX DB

Roadmap / Application ID

Application.id

MetaData

entityItem.entry.ApplicationId

customerapplication.ApplicationId

Start Date

NA

MetaData

entityItem.entry.StartDate

NA

Existing Member

Application.ApplicantType

MetaData

entityItem.entry.IsExistingCustomer

NA

Co-applicant

Application.CoApplicantCount

MetaData

entityItem.entry.CoApplicantCount

NA

e-consent

Application.TnCFlag

MetaData

entityItem.entry.ApplicationConsents[*].AcceptanceStatus

NA

Eligibility Criteria

Application.EligibilityCriteria

MetaData

entityItem.entry.EligibilityCriteria

NA

Status

Application.Status

MetaData

entityItem.entry.Status

customerapplication.ApplicationStatus

Copyright © 2020- Temenos Headquarters SA

Published on :
Tuesday, October 5, 2021 11:14:00 AM IST

Feedback
x