Temenos Digital
R24 AMR | Min(s) read
Field Mapping and Reference data
This document describes about the field mappings of various entities in the Temenos DigitalOrigination app. The data associated to each of these entities 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 based on the type of the entity: Customer and Application.
Customer Entity
The data associated with Customer entity is stored in the following storage systems:
- Lead entity (ODMS)
- Onboarding entity (Retail Origination application)
- SME Onboarding entity (SME Origination application)
- Party Microservice
- Transact - Customer
- Digital Profile
- Due Diligence Microservice
- Salesforce (Account)
Application Entity
The data associated with Application entity is stored in the following storage systems:
- Onboarding entity (Retail origination journey)
- SME Onboarding entity (SME origination journey)
- Origination Processing Microservice (Used by both Retail and SME applications)
- Marketing Catalog Microservice
- Document Microservice
- Entitlements Microservice
- Transact - Arrangements and Payment order
- Salesforce - Opportunity
Furthermore, the field mappings of the Temenos DigitalOrigination components can be explained by 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 Temenos DigitalOrigination app. For example, data that is displayed on the screen. This data could be the static 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 Temenos DigitalOrigination app. For example, the default data and the table Id data.
The field mappings in Temenos DigitalOrigination can be categorized into the following entities, based on type of the associated data:
The data associated with Customer entity is stored in the following storage systems:
- Lead entity (ODMS)
- Party Microservice
- Transact - Customer
- Digital Profile
- Due Diligence Microservice
- Salesforce (Account)
| Customer Mapping | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Origination Application UI | Party | Transact Customer | Digital Profile | Due Diligence | Salesforce | note s | |||||||
| Retail section | SME section | UI Name | Entity | Field Name | Table Name | Field Name | Table | Field Name | Entity | Field Name | Object | Field Name | |
| Personal Info | BasicInfo | First Name | Party | firstName | CUSTOMER | NAME.1,SHORT.NAME,GIVEN.NAMES | Customer | FirstName | NA | NA | account,opportunity | FirstName,Name | |
| Personal Info | BasicInfo | Last Name | Party | lastName | CUSTOMER | FAMILY.NAME | Customer | LastName | NA | NA | account,opportunity | LastName,Name | |
| Personal Info | BasicInfo | Date of Birth | Party | dateOfBirth | CUSTOMER | DATE.OF.BIRTH | NA | NA | NA | NA | account | PersonBirthdate | |
| Personal Info | BasicInfo | NA | Addresses | communicationType | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | NA | Addresses | communicationNature | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | NA | Addresses | addressType | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | Email Address | Addresses | electronicAddress | CUSTOMER | EMAIL.1 | NA | NA | NA | NA | account | PersonEmail | |
| Personal Info | BasicInfo | NA | Addresses | communicationType | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | NA | Addresses | communicationNature | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | NA | Addresses | addressType | NA | NA | NA | NA | NA | NA | NA | NA | |
| Personal Info | BasicInfo | Country code | Addresses | iddPrefixPhone | CUSTOMER | IDD.PREFIX.PHONE | NA | NA | NA | NA | account | PersonMailingCountryCode | |
| Personal Info | BasicInfo | Phone Number | Addresses | phoneNo | CUSTOMER | PHONE.1,SMS.1 | NA | NA | NA | NA | account | PersonMobilePhone | |
| IdentityInfo | IdentityInfo | Tax Id | partyIdentifiers | identifierNumber | CUSTOMER | TAX.ID | NA | NA | NA | NA | account | FinServ__DocumentNumber__c | |
| IdentityInfo | IdentityInfo | Identity type | partyIdentifiers | type | CUSTOMER | LEGAL.DOC.NAME | NA | NA | NA | NA | account | FinServ__DocumentType__c | |
| IdentityInfo | IdentityInfo | Identity number | partyIdentifiers | identifierNumber | CUSTOMER | LEGAL.ID | NA | NA | NA | NA | account | FinServ__DocumentNumber__c | |
| IdentityInfo | IdentityInfo | Issuing country | partyIdentifiers | issuingCountry | NA | NA | NA | NA | NA | NA | account | FinServ__IssuingCountry__c | |
| IdentityInfo | IdentityInfo | Issuing state | partyIdentifiers | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| IdentityInfo | IdentityInfo | Issue date | partyIdentifiers | issuedDate | CUSTOMER | LEGAL.ISS.DATE | NA | NA | NA | NA | account | FinServ__IssueDate__c | |
| IdentityInfo | IdentityInfo | Expiry date | partyIdentifiers | expiryDate | CUSTOMER | LEGAL.EXP.DATE | NA | NA | NA | NA | account | FinServ__ExpirationDate__c | |
| AddressInfo | AddressInfo | NA | Addresses | communicationType | NA | NA | NA | NA | NA | NA | NA | NA | |
| AddressInfo | AddressInfo | NA | Addresses | communicationNature | NA | NA | NA | NA | NA | NA | NA | NA | |
| AddressInfo | AddressInfo | NA | Addresses | addressType | NA | NA | NA | NA | NA | NA | NA | NA | |
| AddressInfo | AddressInfo | Address Line1 | Addresses | buildingName | CUSTOMER | STREET | NA | NA | NA | NA | account | PersonMailingStreet | |
| AddressInfo | AddressInfo | Address Line2 | Addresses | streetName | CUSTOMER | ADDRESS | NA | NA | NA | NA | account | PersonMailingStreet | |
| AddressInfo | AddressInfo | Country | Addresses | countryCode | CUSTOMER | COUNTRY,NATIONALITY,RESIDENCE | NA | NA | NA | NA | account | PersonMailingCountryCode | |
| AddressInfo | AddressInfo | State | Addresses | countrySubdivision | NA | NA | NA | NA | NA | NA | account | PersonMailingState | |
| AddressInfo | AddressInfo | City | Addresses | town | CUSTOMER | TOWN.COUNTRY | NA | NA | NA | NA | account | PersonMailingCity | |
| AddressInfo | AddressInfo | Zip Code | Addresses | postalOrZipCode | CUSTOMER | POST.CODE | NA | NA | NA | NA | account | PersonMailingPostalCode | |
| FinancialInformation | NA | Status | employments | type | CUSTOMER | EMPLOYMENT.STATUS | NA | NA | NA | NA | account | FinServ__EmploymentStatus__c | |
| FinancialInformation | NA | Occupation | occupations | occupationType | CUSTOMER | OCCUPATION | NA | NA | NA | NA | account | FinServ__Occupation__c | |
| FinancialInformation | NA | Income Period | employments | salaryFrequency | CUSTOMER | SALARY.DATE.FREQ | NA | NA | NA | NA | account | temenos_idfs__IncomePeriod__c | |
| FinancialInformation | NA | Total Gross Income | NA | NA | NA | NA | NA | NA | sourceOfFunds | fundsAmount | NA | NA | fundsType = Gross Salary |
| FinancialInformation | NA | Total Net Income | NA | NA | NA | NA | NA | NA | sourceOfFunds | fundsAmount | NA | NA | fundsType = Net Salary |
| FinancialInformation | NA | Other Income | NA | NA | NA | NA | NA | NA | sourceOfFunds | fundsAmount | NA | NA | fundsType = Other Income |
| FinancialInformation | NA | Source Of Income | NA | NA | NA | NA | NA | NA | sourceOfFunds | fundsSource | NA | NA | |
| FinancialInformation | NA | Total Monthly Loan Repayment | NA | NA | NA | NA | NA | NA | assetLiabDetails | amount | NA | NA | assetLiabType = Monthly Household Expenses |
| FinancialInformation | NA | Total Monthy Household Expenses | NA | NA | NA | NA | NA | NA | assetLiabDetails | amount | NA | NA | assetLiabType = Monthly Debt Servicing Amount |
| FinancialInformation | NA | Total Assets | NA | NA | NA | NA | NA | NA | assetLiabDetails | amount | NA | NA | assetLiabType = Total Assets |
| FinancialInformation | NA | Total Liabilities | NA | NA | NA | NA | NA | NA | assetLiabDetails | amount | NA | NA | assetLiabType = Total Liabilities |
| FinancialInformation | NA | Organization Name | employments | employerName | CUSTOMER | EMPLOYERS.NAME | NA | NA | NA | NA | NA | NA | |
| FinancialInformation | NA | Employment Start Date | employments | startDate | CUSTOMER | EMPLOYMENT.START | NA | NA | NA | NA | NA | NA | |
| FinancialInformation | NA | Employment End Date | employments | endDate | NA | NA | NA | NA | NA | NA | NA | NA | |
| FinancialInformation | NA | Address Line1 | employments | buildingName | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | temenos_idfs__AddressLine1___c | |
| FinancialInformation | NA | Address Line2 | employments | streetName | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | FinServ__EmployerAddress__c | |
| FinancialInformation | NA | Country | employments | countryCode | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | temenos_idfs__Country__c | |
| FinancialInformation | NA | State | employments | countrySubdivision | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | temenos_idfs__State__c | |
| FinancialInformation | NA | City | employments | town | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | temenos_idfs__City__c | |
| FinancialInformation | NA | Zip Code | employments | postalOrZipCode | CUSTOMER | EMPLOYERS.ADD | NA | NA | NA | NA | account | temenos_idfs__ZipCode__c | |
| FinancialInformation | NA | Country code | employments | employerOfficePhoneId | CUSTOMER | IDD.PREFIX.PHONE | NA | NA | NA | NA | account | temenos_idfs__CountryCode__c | |
| FinancialInformation | NA | Phone Number | employments | employerOfficePhone | CUSTOMER | CONTACT.DATA | NA | NA | NA | NA | account | temenos_idfs__OfficePhone__c | |
| IncomeAndEmploymentInfo | NA | Monthly income | employmentsextention | MonthlyIncome | NA | NA | NA | NA | NA | NA | account | temenos_idfs__MonthlyIncome__c | |
| NA | CompanyInfo | Company Name | Party | Entity Name | CUSTOMER | NAME.1,SHORT.NAME,GIVEN.NAMES | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Company type | Classification | classificationScheme>Sector | CUSTOMER | NAME.1,SHORT.NAME,GIVEN.NAMES | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Industry type | Classification | Classification Code (Scheme Id + Code) | CUSTOMER | INDUSTRY,SECTOR | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Sub industry | Classification | Classification Code (Scheme Id + Code) | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Country of Incorporation | Party | Incorporation Country | CUSTOMER | COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Years in Business | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Employee count | Party | Number of Employees | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Registration ID Number | NA | NA | CUSTOMER | LEGAL.ID, LEGAL.DOC.NAME | NA | NA | RegistrationDetails | RegistrationNumber | NA | NA | |
| NA | CompanyInfo | Registration Date | NA | NA | CUSTOMER | LEGAL.ISS.DATE | NA | NA | RegistrationDetails | RegistrationDate | NA | NA | |
| NA | CompanyInfo | Expiry Date | NA | NA | CUSTOMER | LEGAL.EXP.DATE | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Tax ID | Tax Details | TaxType, TaxID | CUSTOMER | TAX.ID | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | AddressType | AddressType | AddressType | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | NA | Addresses | primary | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | NA | Addresses | communicationNature | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | NA | Addresses | communicationType | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Address Line 1 | Addresses | addressFreeFormat | CUSTOMER | STREET | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Address Line 2 | Addresses | Building Name | CUSTOMER | STREET | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | City | Addresses | Town | CUSTOMER | TOWN.COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | State | Addresses | Country Subdivision | CUSTOMER | TOWN.COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Zip code | Addresses | Postal or Zip Code | CUSTOMER | POST.CODE | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Country | Addresses | Country Code | CUSTOMER | COUNTRY,NATIONALITY,RESIDENCE | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Phone Number | Addresses | Phone No | CUSTOMER | PHONE.1,SMS.1 | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | Contact Person | Contact References | Contact Name | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | CompanyInfo | E-mail Address | Addresses | Electronic Address | CUSTOMER | EMAIL.1 | NA | NA | NA | NA | NA | NA | |
| NA | FinancialInfo | Bank Name | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | FinancialInfo | Branch Name | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Customer Number | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Company Name | Party | Entity Name | CUSTOMER | NAME.1,SHORT.NAME,GIVEN.NAMES | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Registration Date | Party | Date of Incorporation | CUSTOMER | LEGAL.ISS.DATE | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Country of Incorporation | Party | Incorporation Country | CUSTOMER | COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Address Line 1 | Addresses | addressFreeFormat | CUSTOMER | STREET | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Address Line 2 | Addresses | Building Name | CUSTOMER | STREET | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | City | Addresses | Town | CUSTOMER | TOWN.COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | State | Addresses | Country Subdivision | CUSTOMER | TOWN.COUNTRY | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Zip Code | Addresses | Postal or Zip Code | CUSTOMER | POST.CODE | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Country | Addresses | Country Code | CUSTOMER | COUNTRY,NATIONALITY,RESIDENCE | NA | NA | NA | NA | NA | NA | |
| NA | RelatedCompanyInfo | Address Type | AddressType | Address Type | NA | NA | NA | NA | NA | NA | NA | NA | |
| FinancialInfo | Estimated Annual revenue | NA | NA | NA | NA | NA | NA | Financial information | FInancialType TotalRevenue RealisedInYear Currency Amount EstimatedNextYear | NA | NA | ||
| NA | FinancialInfo | Paid in Capital | NA | NA | NA | NA | NA | NA | Asset liability details | Asset liability type, AsOfDate, Currency, Amount | NA | NA | |
| NA | NA | NA | Role | roleType | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | AlternateIdentity | identitySource (T24,SFDC) | CUSTOMER | EXTERN.SYS.ID(Party) | NA | NA | NA | NA | account | FinServ__Contact__c | |
| NA | NA | NA | AlternateIdentity | identityType | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | AlternateIdentity | identityNumber | CUSTOMER | EXTERN.CUS.ID | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | AlternateIdentity | startDate | NA | NA | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | Party | Id | CUSTOMER | ID | BackendIndentifier | PartyId, TransactCustomerId | NA | NA | NA | NA | |
| NA | NA | NA | Party | status | CUSTOMER | STATUS | NA | NA | NA | NA | account | FinServ__Status__c | |
| NA | NA | NA | NA | NA | CUSTOMER | LANGUAGE | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | NA | NA | CUSTOMER | INDUSTRY | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | NA | NA | CUSTOMER | TARGET | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | Party | gender | CUSTOMER | GENDER | NA | NA | NA | NA | account | FinServ__Gender__pc | |
| NA | NA | NA | classification | classificationCode | CUSTOMER | SECTOR | NA | NA | NA | NA | NA | NA | |
| NA | NA | NA | NA | NA | CUSTOMER | MNEMONIC | NA | NA | NA | NA | NA | NA | |
Application
The data associated with Application entity is stored in the following storage systems:
- Onboarding entity (Retail origination journey)
- SME Onboarding entity (SME origination journey)
- Origination Processing Microservice (Used by both Retail and SME applications)
- LOS
- Marketing Catalog Microservice
- Document Microservice
- Entitlements Microservice
- Transact - Arrangements and Payment order
- Salesforce - Opportunity
| Application Mapping | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UI | ODMS (Retail) | ODMS (SME) | LOS | Marketing Catalog | Document MS | Entitlements MS | Transact | Salesforce | ||||||||||
| Retail section | SME section | UI Name | Entity | Field Name | Entity | Field Name | Entity | Field Name | Entity | Field Name | Entity | Field Name | Entity | Field Name | Table Name | Field Name | Object | Field Name |
| Product Initial Dashboard | Product Initial Dashboard | ProductGroupName | ProductSelection | Products.ProductGroupDisplayName | ProductSelection | Products.ProductGroupDisplayName | NA | NA | marketingCatalogue | productGroups.productGroupName | NA | NA | NA | NA | ||||
| Product Initial Dashboard | Product Initial Dashboard | Banner image | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Product Initial Dashboard | Product Initial Dashboard | ProductGroupIcon | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.imageDetails.imageURl | NA | NA | NA | NA | ||||
| Product Initial Dashboard | Product Initial Dashboard | ProductGroupId | ProductSelection | Products.ProductsGroupRef | ProductSelection | Products.ProductsGroupRef | NA | NA | marketingCatalogue | productGroups.productGroupRef | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Description | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.description | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Detail Description | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.detailedDesc | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Banner image | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.imageDetails.imageURl | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Content image | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.imageDetails.imageURl | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Product Icon | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.imageDetails.imageUrl | NA | NA | NA | NA | ||||
| Product Group Dashboard | Product Group Dashboard | Key Benefits | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.productDescription.note s | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Snippet Description | ProductSelection | Products.ProductDescription | ProductSelection | Products.ProductDescription | NA | NA | marketingCatalogue | productGroups.products.productDescription.description | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Banner image | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.imageDetails | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Product description | ProductSelection | Products.ProductDescription | ProductSelection | Products.ProductDescription | NA | NA | marketingCatalogue | productGroups.products.productDescription.description | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Production Detailed description | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.productDescription.detailedDesc | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Content Image | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.imageDetails | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Why to choose us | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.productDescription.note s | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Important Disclosures | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.productDescription.disclosure | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Terms and Conditions | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.productDescription.termsConditions | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | Product Group Name | ProductSelection | ProductGroupDisplayName | ProductSelection | ProductGroupDisplayName | NA | NA | marketingCatalogue | productGroups.productGroupName | NA | NA | opportunity | ProductGroupName__c | ||||
| Product Selection | Product Selection | Product Name | ProductSelection | Products.ProductName | ProductSelection | Products.ProductName | Facility | facilityName | marketingCatalogue | productGroups.products.productName | NA | NA | opportunity | ProductName__c | ||||
| Product Selection | Product Selection | Product Description | ProductSelection | Products.ProductDescription | ProductSelection | Products.ProductDescription | NA | NA | marketingCatalogue | productGroups.products.productDescription.detailedDesc | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | Icon | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroups.products.imageDetails . imageUrl | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductRef | ProductSelection | Products.ProductRef | Facility | Product | marketingCatalogue | productGroup.product.productRef | AA.ARRANGEMENT.ACTIVITY | PRODUCT | opportunity | ProductId__c | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductId | ProductSelection | Products.ProductId | NA | NA | marketingCatalogue | productGroup.product.productId | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductGroupRef | ProductSelection | Products.ProductGroupRef | NA | NA | marketingCatalogue | productGroup.productGroupRef | NA | NA | opportunity | ProductGroupId__c | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductGroupId | ProductSelection | Products.ProductGroupId | NA | NA | marketingCatalogue | productGroup.productGroupId | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductLineRef | ProductSelection | Products.ProductLineRef | Facility | productLineId | marketingCatalogue | productLineRef | NA | NA | opportunity | ProductLineId__c | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductLineId | ProductSelection | Products.ProductLineId | NA | NA | marketingCatalogue | productLineId | NA | NA | NA | NA | ||||
| Product Selection | Product Selection | NA | ProductSelection | Products.ProductLineDisplayName | ProductSelection | Products.ProductLineDisplayName | Facility | facilityType | marketingCatalogue | productLineDisplayName | NA | NA | opportunity | ProductLineName__c | ||||
| Product Selection | Product Selection | Currency | ProductSelection | Products.ProductCurrencyId | ProductSelection | Products.ProductCurrencyId | Facility | currencyId | marketingCatalogue | productGroup.product.productDetails.currency | AA.ARRANGEMENT.ACTIVITY | CURRENCY | NA | NA | ||||
| Feature Selection | Feature Selection | Product Name | ProductSelection | Products.ProductName | ProductSelection | Products.ProductName | Facility | facilityName | marketingCatalogue | productGroup.product.productName | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | Feature Name | ProductSelection | Products.FeatureSelection.Features.FeatureName | ProductSelection | Products.FeatureSelection.Features.FeatureName | NA | NA | marketingCatalogue | productGroup.product.productFeatures.featureName | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | Feature Description | ProductSelection | Products.FeatureSelection.Features.FeatureDescription | ProductSelection | Products.FeatureSelection.Features.FeatureDescription | NA | NA | marketingCatalogue | productGroup.product.productFeatures.description | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | Feature Type | NA | NA | NA | NA | NA | NA | marketingCatalogue | productGroup.product.productFeatures.optionDispType | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | Option values | ProductSelection | Products.FeatureSelection.Features.SelectedValue | ProductSelection | Products.FeatureSelection.Features.SelectedValue | NA | NA | marketingCatalogue | productGroup.product.productFeatures.optionValues.value | AA.ARRANGEMENT.ACTIVITY | FACILITY>CUSTOMER.OPTION STATEMENT>PRINTING.OPTION LIMIT>LIMIT.AMOUNT | NA | NA | ||||
| Feature Selection | Feature Selection | NA | ProductSelection | Products.FeatureSelection.Features.SequenceNo | ProductSelection | Products.FeatureSelection.Features.SequenceNo | NA | NA | marketingCatalogue | productGroup.product.productFeatures.sequenceNo | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | NA | ProductSelection | Products.FeatureSelection.Features.FeatureId | ProductSelection | Products.FeatureSelection.Features.FeatureId | NA | NA | marketingCatalogue | productGroup.product.productFeatures.type | NA | NA | NA | NA | ||||
| Feature Selection | Feature Selection | NA | ProductSelection | Products.FeatureSelection.Features.Type | ProductSelection | Products.FeatureSelection.Features.Type | NA | NA | marketingCatalogue | productGroup.product.productFeatures.type | AA.ARRANGEMENT.ACTIVITY | FACILITY,STATEMENT,LIMIT | NA | NA | ||||
| Term Deposits | Term Deposits | Interest Rate | ProductSelection | Products.CDSelection.CDPlans.InterestRate | ProductSelection | Products.CDSelection.CDPlans.InterestRate | NA | NA | periodicInterests | periodicInterests.periodicRates.offerRate | NA | NA | NA | NA | ||||
| Term Deposits | Term Deposits | APR | ProductSelection | Products.CDSelection.CDPlans.APR | ProductSelection | Products.CDSelection.CDPlans.APR | NA | NA | periodicInterests | periodicInterests.periodicRates.apr | NA | NA | NA | NA | ||||
| Term Deposits | Term Deposits | Minimum Amount | ProductSelection | Products.CDSelection.CDPlans.MinDepositAmount | ProductSelection | Products.CDSelection.CDPlans.MinDepositAmount | NA | NA | periodicInterests | periodicInterests.periodicRates.minAmount | NA | NA | NA | NA | ||||
| Term Deposits | Term Deposits | Maximum Amount | ProductSelection | Products.CDSelection.CDPlans.MaxDepositAmount | ProductSelection | Products.CDSelection.CDPlans.MaxDepositAmount | NA | NA | periodicInterests | periodicInterests.periodicRates.maxAmount | NA | NA | NA | NA | ||||
| Term Deposits | Term Deposits | Deposit Amount | ProductSelection | Products.CDSelection.CDPlans.DepositAmount | ProductSelection | Products.CDSelection.CDPlans.DepositAmount | NA | NA | NA | NA | AA.ARRANGEMENT.ACTIVITY | COMMITMENT>AMOUNT | NA | NA | ||||
| Term Deposits | Term Deposits | Term | ProductSelection | Products.CDSelection.CDPlans.Term | ProductSelection | Products.CDSelection.CDPlans.Term | NA | NA | periodicInterests | periodicInterests.periodicRates.period | AA.ARRANGEMENT.ACTIVITY | COMMITMENT>TERM | NA | NA | ||||
| Overdraft | Overdraft | Amount | ProductSelection | Products.OverdraftInfo.Amount | ProductSelection | Products.OverdraftInfo.Amount | Facility | totalamount | periodicInterests | NA | NA | NA | NA | NA | ||||
| Overdraft | Overdraft | Purpose | ProductSelection | Products.OverdraftInfo.Purpose | ProductSelection | Products.OverdraftInfo.Purpose | Facility | usageId | periodicInterests | NA | NA | NA | NA | NA | ||||
| Overdraft | Overdraft | Interest Rate | ProductSelection | Products.OverdraftInfo.InterestRate | ProductSelection | Products.OverdraftInfo.InterestRate | Pricing | indicativeBorrowerRate | periodicInterests | periodicInterests.periodicRates.offerRate | NA | NA | NA | NA | ||||
| Overdraft | Overdraft | Charge Amount | ProductSelection | Products.OverdraftInfo.ChargeAmount | ProductSelection | Products.OverdraftInfo.ChargeAmount | Fee | amount,feeType -Event(Default), feeName - Documentation(Default) | periodicInterests | periodicInterests.periodicRates.charges | NA | NA | NA | NA | ||||
| Overdraft | Overdraft | Charge Currency | ProductSelection | Products.OverdraftInfo.ChargeCurrency | ProductSelection | Products.OverdraftInfo.ChargeCurrency | Pricing | currencyId | periodicInterests | periodicInterests.periodicRates.currency | NA | NA | NA | NA | ||||
| Loan Details | Loan Details | NA | ProductSelection | Products.Loan.NoOfLoans | ProductSelection | Products.Loan.NoOfLoans | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Loan Details | Loan Details | Purpose | ProductSelection | Products.Loan.LoanPurpose | ProductSelection | Products.Loan.LoanPurpose | NA | usageId | NA | NA | NA | NA | NA | NA | ||||
| Product Detail Dashboard | Product Detail Dashboard | Description | ProductSelection | Products.Loan.Description | ProductSelection | Products.Loan.Description | NA | NA | NA | NA | NA | NA | ||||||
| Loan, Product Simulation | Loan, Product Simulation | NA | ProductSelection | Products.Loan.Simulations.LoanId | ProductSelection | Products.Loan.Simulations.LoanId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Loan Details | Loan Details | Amount | ProductSelection | Products.Loan.Simulations.LoanAmount | ProductSelection | Products.Loan.Simulations.LoanAmount | Facility | totalamount | NA | NA | NA | NA | NA | NA | ||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | Monthly Amount | ProductSelection | Products.Loan.Simulations.InstallmentAmount | ProductSelection | Products.Loan.Simulations.InstallmentAmount | Facility | instalmentAmount | NA | NA | NA | NA | ||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | Repayment Frequency | ProductSelection | Products.Loan.Simulations.RepaymentFrequency | ProductSelection | Products.Loan.Simulations.RepaymentFrequency | NA | NA | NA | NA | NA | NA | ||||||
| Loan Details | Loan Details | Charges | ProductSelection | Products.Loan.Simulations.Charges | ProductSelection | Products.Loan.Simulations.Charges | Fee | amount, feeType -Event(Default), feeName - Documentation(Default) | NA | NA | NA | NA | ||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | Interest Rate | ProductSelection | Products.Loan.Simulations.InterestRate | ProductSelection | Products.Loan.Simulations.InterestRate | Pricing | indicativeBorrowerRate | NA | NA | NA | NA | ||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | Term | ProductSelection | Products.Loan.Simulations.Term | ProductSelection | Products.Loan.Simulations.Term | Facility | months | NA | NA | NA | NA | ||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | NA | ProductSelection | Products.Loan.Simulations.InterestType | ProductSelection | Products.Loan.Simulations.InterestType | NA | NA | NA | NA | ||||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | NA | ProductSelection | Products.Loan.Simulations.RepaymentType | ProductSelection | Products.Loan.Simulations.RepaymentType | NA | NA | NA | NA | ||||||||
| Loan Details, Dashboard Simulation | Loan Details, Dashboard Simulation | APR | ProductSelection | Products.Loan.Simulations.APR | ProductSelection | Products.Loan.Simulations.APR | Pricing | aprRate | NA | NA | NA | NA | ||||||
| Loan Details | Loan Details | Monthly Payment Start Date | ProductSelection | Products.Loan.Simulations.PaymentStartDate | ProductSelection | Products.Loan.Simulations.PaymentStartDate | Facility | rateLockDate | NA | NA | NA | NA | ||||||
| Loan Details | Loan Details | Monthly Payment End Date | ProductSelection | Products.Loan.Simulations.PaymentEndDate | ProductSelection | Products.Loan.Simulations.PaymentEndDate | NA | NA | NA | NA | NA | NA | ||||||
| NA | NA | NA | ProductSelection | AccountNumber | ProductSelection | AccountNumber | Facility | coreRefrenceId | NA | NA | AA.ARRANGEMENT.ACTIVITY | ACCOUNT.ACCOUNTID | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Decision | KYCInfo | Decision | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | questions | KYCInfo | questions | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | responses | KYCInfo | responses | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | VendorID | KYCInfo | VendorID | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field1 | KYCInfo | Field1 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field2 | KYCInfo | Field2 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field3 | KYCInfo | Field3 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field4 | KYCInfo | Field4 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field5 | KYCInfo | Field5 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field6 | KYCInfo | Field6 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field7 | KYCInfo | Field7 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field8 | KYCInfo | Field8 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field9 | KYCInfo | Field9 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field10 | KYCInfo | Field10 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| KYC Question | KYC Question | NA | KYCInfo | Field11 | KYCInfo | Field11 | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | SelfieScore | SelfieScore | SelfieScore | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | LivenessSelfieScore | SelfieScore | LivenessSelfieScore | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | SelfieResult | SelfieScore | SelfieResult | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | LivenessSelfieResult | SelfieScore | LivenessSelfieResult | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | FarSelfieResult | SelfieScore | FarSelfieResult | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | Decision | SelfieScore | Decision | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | ScanProgressStatus | SelfieScore | ScanProgressStatus | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Selfie Screen | NA | NA | SelfieScore | PrefillData | SelfieScore | PrefillData | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | Document Upload | Documents | systemId | Documents | systemId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | roleId | Documents | roleId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentId | Documents | documentId | document | documentId | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | Document Name | Documents | documentName | Documents | documentName | document | documentName | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | Document type | Documents | documentType | Documents | documentType | document | documentType | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentSize | Documents | documentSize | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentSource | Documents | documentSource | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentDescription | Documents | documentDescription | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentUploadDate | Documents | documentUploadDate | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | NA | Documents | documentClientId | Documents | documentClientId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Pre-requirements and User action | Pre-requirements | UserAction | UserActionName | UserAction | UserActionName | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | UserActionIdentifier | UserAction | UserActionIdentifier | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.UserActionType | UserAction | ActionMetaData.UserActionType | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Group | UserAction | ActionMetaData.Group | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Skippable | UserAction | ActionMetaData.Skippable | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.ActionLevel | UserAction | ActionMetaData.ActionLevel | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.NeedsReview | UserAction | ActionMetaData.NeedsReview | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Title | UserAction | ActionMetaData.Title | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Title_Key | UserAction | ActionMetaData.Title_Key | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.InformationText | UserAction | ActionMetaData.InformationText | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.InformationText_Key | UserAction | ActionMetaData.InformationText_Key | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Description | UserAction | ActionMetaData.Description | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Description_Key | UserAction | ActionMetaData.Description_Key | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.DynamicData | UserAction | ActionMetaData.DynamicData | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.CreatedBySection | UserAction | ActionMetaData.CreatedBySection | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.Options | UserAction | ActionMetaData.Options | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.OptionsType | UserAction | ActionMetaData.OptionsType | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | ActionMetaData.isPreRequirement | UserAction | ActionMetaData.isPreRequirement | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.ResponseValues | UserAction | Response.ResponseValues | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.RespondedBy | UserAction | Response.RespondedBy | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.ResponseTimeStamp | UserAction | Response.ResponseTimeStamp | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.ResponseChannel | UserAction | Response.ResponseChannel | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.ProductId | UserAction | Response.ProductId | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.PartyId | UserAction | Response.PartyId | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Pre-requirements and User action | Pre-requirements | UserAction | Response.UserActionStatus | UserAction | Response.UserActionStatus | NA | NA | NA | NA | NA | NA | NA | NA | |||||
| Application Reference | Application Reference | Application Reference | EntityItems | key | EntityItems | key | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| NA | NA | NA | MetaData | ApplicationType | MetaData | ApplicationType | request | lineOfBusiness | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | StartDate | MetaData | StartDate | request | requestDate | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | CoApplicantCount | MetaData | CoApplicantCount | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | Status | MetaData | Status | request | requestStatus | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | ApplicationStage | MetaData | ApplicationStage | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | IsDataChanged | MetaData | IsDataChanged | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | ApplicationAssignee | MetaData | ApplicationAssignee | request | Defaults to customer | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | EligibilityCriteria | MetaData | EligibilityCriteria | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | IsExistingCustomer | MetaData | IsExistingCustomer | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | BankReference | MetaData | BankReference | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | OpportunityId | MetaData | OpportunityId | request | externalID | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | Identifier | MetaData | Identifier | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | ProcessId | MetaData | ProcessId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | ErrorMessage | MetaData | ErrorMessage | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | ConsentIdentifier | MetaData | ConsentIdentifier | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | AcceptanceStatus | MetaData | AcceptanceStatus | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | Createdts | MetaData | Createdts | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | Analytics.SessionId | MetaData | Analytics.SessionId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | Analytics.TransactionId | MetaData | Analytics.TransactionId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | UserActionCount | MetaData | UserActionCount | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | PrimaryApplicant | MetaData | PrimaryApplicant | request | partyID, relatedPartiesList | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | MetaData | CoApplicants | MetaData | CoApplicants | request | relatedPartiesList | NA | NA | ||||||||
| NA | NA | NA | NA | NA | MetaData | Company | request | partyID | NA | NA | ||||||||
| NA | NA | NA | NA | NA | MetaData | RelatedCompany | request | relatedPartiesList | NA | NA | ||||||||
| NA | NA | NA | ApplicantMetaData | Index | ApplicantMetaData | Index | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | ApplicantMetaData | Type | ApplicantMetaData | Type | request | relatedPartyRole | NA | NA | AA.ARRANGEMENT.ACTIVITY | CUSTOMER.ROLE | opportunity | AccountType | ||||
| NA | NA | NA | ApplicantMetaData | IsExistingCustomer | ApplicantMetaData | IsExistingCustomer | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | ApplicantMetaData | DigitalProfileId | ApplicantMetaData | DigitalProfileId | request | Considered in case of New Customer | NA | NA | NA | NA | account | AccountId | ||||
| NA | NA | NA | ApplicantMetaData | PartyId | ApplicantMetaData | PartyId | request | Considered in case of Existing Customer | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | ApplicantMetaData | CIF | ApplicantMetaData | CIF | NA | NA | NA | NA | AA.ARRANGEMENT.ACTIVITY | CUSTOMER.ID | NA | NA | ||||
| NA | NA | NA | ApplicantMetaData | LeadId | ApplicantMetaData | LeadId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| NA | NA | NA | ApplicantMetaData | SFDCAccountId | ApplicantMetaData | SFDCAccountId | NA | NA | NA | NA | NA | NA | opportunity | AccountId | ||||
| NA | NA | NA | ApplicantMetaData | BranchReference | ApplicantMetaData | BranchReference | request | BranchReference | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Funding Type | Funding | FundingType | Funding | FundingType | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Debit Account | Funding | FundingProducts.DebitAccount | Funding | FundingProducts.DebitAccount | NA | NA | NA | NA | PAYMENT.ORDER | DEBIT.ACCOUNT.ID | NA | NA | ||||
| Funding | Funding | Debit Currency | Funding | FundingProducts.DebitCurrency | Funding | FundingProducts.DebitCurrency | NA | NA | NA | NA | PAYMENT.ORDER | DEBIT.CURRENCY | NA | NA | ||||
| Funding | Funding | Debit Routing Number | Funding | FundingProducts.DebitRoutingNumber | Funding | FundingProducts.DebitRoutingNumber | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Debit Account Type | Funding | FundingProducts.DebitAccountType | Funding | FundingProducts.DebitAccountType | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Funding Product Id | Funding | FundingProducts.FundingProductId | Funding | FundingProducts.FundingProductId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Funding currency | Funding | FundingProducts.FundingCurrency | Funding | FundingProducts.FundingCurrency | NA | NA | NA | NA | PAYMENT.ORDER | PAYMENT.CURRENCY | NA | NA | ||||
| Funding | Funding | Funding amount | Funding | FundingProducts.FundingAmount | Funding | FundingProducts.FundingAmount | NA | NA | NA | NA | PAYMENT.ORDER | PAYMENT.AMOUNT | NA | NA | ||||
| Funding | Funding | Funding CD Plan Id | Funding | FundingProducts.FundingCDPlanId | Funding | FundingProducts.FundingCDPlanId | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | Bank Name | Funding | FundingProducts.BankName | Funding | FundingProducts.BankName | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | NA | Funding | FundingProducts.PaymentReference | Funding | FundingProducts.PaymentReference | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | NA | Funding | FundingStatus | Funding | FundingStatus | NA | NA | NA | NA | NA | NA | NA | NA | ||||
| Funding | Funding | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | PAYMENT.ORDER | PAYMENT.EXECUTION.DATE | NA | NA |
| Funding | Funding | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | PAYMENT.ORDER | PAYMENT.PRODUCT | NA | NA |
| Funding | Funding | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | PAYMENT.ORDER | CREDIT.ACCOUNT.ID | NA | NA |
| ProductSelection(Collateral Details) | NA | NA | CollateralInfo | currencyId | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Have you identified the property ? | CollateralInfo | PropertyIdentified | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Collateral Type | CollateralInfo | CollateralInfo.CollateralType | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Collateral Sub-type | CollateralInfo | CollateralInfo.CollateralSubType | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Cost Of Property | CollateralInfo | PropertyDetails.CostOfProperty | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Property Type | CollateralInfo | PropertyDetails.PropertyType | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Property SubType | CollateralInfo | PropertyDetails.PropertySubType | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Furnished | CollateralInfo | PropertyDetails.Furnished | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Property Age (Years) | CollateralInfo | PropertyDetails.PropertyAge | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Property Status | CollateralInfo | PropertyDetails.PropertyStatus | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Plot Number | CollateralInfo | PropertyDetails.PlotNo | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Size in (Square feet) | CollateralInfo | PropertyDetails.Size | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | No Of Floors | CollateralInfo | PropertyDetails.NoOfFloors | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Seller Name | CollateralInfo | PropertyDetails.SellerName | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Built Up Area in (Square feet) | CollateralInfo | PropertyDetails.BuiltUpArea | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Construction Completion Date | CollateralInfo | PropertyDetails.ConstructionCompletionDate | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Expected Construction Completion Date | CollateralInfo | PropertyDetails.ExpectedConstructionCompletionDate | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Property Name (Optional) | CollateralInfo | PropertyAddress.PropertyName | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Door No | CollateralInfo | PropertyAddress.DoorNo | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Floor No | CollateralInfo | PropertyAddress.FloorNo | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Address Line 1 | CollateralInfo | PropertyAddress.AddressLine1 | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Address Line 2 | CollateralInfo | PropertyAddress.AddressLine2 | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | City | CollateralInfo | PropertyAddress.City | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | State | CollateralInfo | PropertyAddress.State | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Country | CollateralInfo | PropertyAddress.Country | NA | NA | ||||||||||||
| ProductSelection(Collateral Details) | NA | Zipcode | CollateralInfo | PropertyAddress.Zipcode | NA | NA | ||||||||||||
| FundingPosition | NA | SourceOfFunds.Total | FundingPosition | sourceofFunds.total | NA | NA | ||||||||||||
| FundingPosition | NA | Contribution from co-applicant(Optional) | FundingPosition | sourceofFunds.sourceofFunds | NA | NA | ||||||||||||
| FundingPosition | NA | Customer Contribution (Optional) | FundingPosition | sourceofFunds.customerContribution | NA | NA | ||||||||||||
| FundingPosition | NA | Other Source(Optional) | FundingPosition | sourceofFunds.otherSource | NA | NA | ||||||||||||
| FundingPosition | NA | Insurance Charges/Fees (Optional) | FundingPosition | useOfFunds.insuranceCharges | NA | NA | ||||||||||||
| FundingPosition | NA | Purchase Cost | FundingPosition | useOfFunds.purchaseCost | NA | NA | ||||||||||||
| FundingPosition | NA | Miscellaneous Charges/Fees (Optional) | FundingPosition | useOfFunds.miscellaneousCharges | NA | NA | ||||||||||||
| FundingPosition | NA | UseOfFunds.Total | FundingPosition | useOfFunds.total | NA | NA | ||||||||||||
| FundingPosition | NA | Government Charges/Fees (Optional) | FundingPosition | useOfFunds.governmentCharges | NA | NA | ||||||||||||
| FundingPosition | NA | Bank Charges/Fees (Optional) | FundingPosition | useOfFunds.bankCharges | NA | NA | ||||||||||||
| FundingPosition | NA | Surplus/Deficit Amount | FundingPosition | surplusOrDeficitAmount | NA | NA | ||||||||||||
| FundingPosition | NA | NA | FundingPosition | currencyId | NA | NA | ||||||||||||
Temenos Digital Assist App Mapping
The data associated with Temenos Digital Assist App Mapping entity is stored in the following storage systems:
- LOS
- CDD
- Party Microservice
| UI | LOS | CDD | Party | |||
|---|---|---|---|---|---|---|
| Temenos Digital Assist UI Name | Entity | Field Name | Entity | Field Name | Entity | Field Name |
| Compliance Type | Compliance | Compliance Type | NA | NA | partyAssessment | type |
| Compliance Status | Compliance | Compliance Status | NA | NA | partyAssessment | status |
| Compliance Name | Compliance | Compliance Name | NA | NA | partyAssessment | body |
| Date | Compliance | lastChangeDateTime | NA | NA | partyAssessment | conslusionDate |
| Comment | Compliance | comment | NA | NA | partyAssessment | details |
| Service Provider | ExternalServices | Service Provider | assessmentEvents | decisionMakingBody | NA | NA |
| Account Type | ExternalServices | Account Type | assessmentEvents | eventType | NA | NA |
| Package | ExternalServices | Package | assessmentEvents | level | NA | NA |
| Result | ExternalServices | Result | assessmentEvents | score | NA | NA |
| Status | ExternalServices | Status | assessmentEvents | status | NA | NA |
| CurrencyId | FundingPositions | currencyId | NA | NA | NA | NA |
| SurplusOrDeficitAmount | FundingPositions | surplusOrDeficitAmount | NA | NA | NA | NA |
| Requestedamount | FundingPositions | requestedAmount | sourceOfFunds. | NA | NA | NA |
| Customercontribution | FundingPositions | customerContribution | sourceOfFunds. | NA | NA | NA |
| Coapplicantcontribution | FundingPositions | coApplicantContribution | sourceOfFunds. | NA | NA | NA |
| Othersource | FundingPositions | otherSource | sourceOfFunds. | NA | NA | NA |
| Totalsourceoffunds | FundingPositions | totalSourceOfFunds | sourceOfFunds. | NA | NA | NA |
| Purchasecost | FundingPositions | purchaseCost | useOfFunds | NA | NA | NA |
| Governmentcharges | FundingPositions | governmentCharges | useOfFunds | NA | NA | NA |
| Bankcharges | FundingPositions | bankCharges | useOfFunds | NA | NA | NA |
| Insurancecharges | FundingPositions | insuranceCharges | useOfFunds | NA | NA | NA |
| Miscellaneouscharges | FundingPositions | miscellaneousCharges | useOfFunds | NA | NA | NA |
| Totaluseoffunds | FundingPositions | totalUseOfFunds | useOfFunds | NA | NA | NA |
Financial Information
This document describes about the field mappings of Financial Information and the various entities in the Temenos DigitalOrigination app. The data associated to each of these entities is transferred from the User Interface (UI) to the Server by Quantum Visualizer and Quantum Fabric. Data associated with Financial Information is stored in the following storage systems:
- Lead entity (ODMS)
- Onboarding entity (Retail Origination application)
- Temenos Digital Assist App
- Party Microservice
- CDD
The following table displays the field mapping among Origination App, ODMS, Temenos Digital Assist App, Party and CDD.
| Origination app | ODMS | Temenos Digital Assist app | Party | CDD | ||||||
| Comments/Queries | Fields | N/E | Fields | N/E | Fields | N/E | Fields | N/E | Fields | N/E |
| Status | E | EmploymentStatus | E | Employment Status | E | employments.type | ||||
| Occupation | E | Occupation | E | Occupation | E | occupations.occupationType | ||||
| Income Period | E | IncomePeriod | E | employments.salaryFrequency | ||||||
| Total Gross Income | N | TotalGrossIncome | N | Gross Montly Salary | E | E | sourceOfFunds.fundsAmount | |||
| Total Net Income | N | TotalNetIncome | N | Net Montly Salary | E | E | sourceOfFunds.fundsAmount | |||
| Other Income | N | OtherIncomes.Income | N | Other Montly Income | E | E | sourceOfFunds.fundsAmount | |||
| Source of Income | N | OtherIncomes.SourceOfIncome | N | Source of other Montly income | E | E | sourceOfFunds.fundsSource | |||
| ConsideIncomeLoanEligibilityCalculation | N | ConsiderIncomeForLoanEligibilityCalculation | N | |||||||
| TotalMonthlyLoanRepayment | N | TotalMonthlyLoanRepayment | N | Total Montly Debt Servicing | E | E | assetLiabDetails.amount | |||
| TotalMonthlyHouseholdExpenses | N | TotalMonthlyHouseholdExpenses | N | Total Monthly Household Expenses | E | E | assetLiabDetails.amount | |||
| ConsideExpensesLoanEligibilityCalculation | N | ConsiderExpensesForLoanEligibilityCalculation | N | |||||||
| TotalAsset | N | TotalAsset | N | Total Assets | E | E | assetLiabDetails.amount | |||
| TotalLiabilities | N | TotalLiabilities | N | Total Liabilities | E | E | assetLiabDetails.amount | |||
| OrganizationName | N | EmploymentDetails.OrganizationName | N | Employer | N | employments.employerName | E | |||
| AddressLine1 | N | EmploymentDetails.AddressLine1 | N | Employer Address Line 1 (Edit Mode) | N | employments.buildingName | E | |||
| AddressLine2 | N | EmploymentDetails.AddressLine2 | N | Employer Address Line 2 (Edit Mode) | N | employments.streetName | E | |||
| Country | N | EmploymentDetails.Country | N | Employer Country (Edit Mode) | N | employments.country | E | |||
| State | N | EmploymentDetails.State | N | Employer State (Edit Mode) | N | employments.countrySubdivision | E | |||
| City | N | EmploymentDetails.City | N | Employer City (Edit Mode) | N | employments.town | E | |||
| ZipCode | N | EmploymentDetails.ZipCode | N | Employer ZipCode (Edit Mode) | N | employments.postalOrZipCode | E | |||
| PhoneNumber | N | EmploymentDetails.PhoneNumber | N | Employer PhoneNumber (Edit Mode) | N | employments.employerOfficePhone | E | |||
| CountryCode | N | EmploymentDetails.CountryCode | N | Employer CountryCode (Edit Mode) | N | employments.employerOfficePhoneIdd | E | |||
| CurrentEmployment | N | EmploymentDetails.CurrentEmployment | N | Employment | N | employments.primaryEmployment | E | |||
| StartDate | N | EmploymentDetails.StartDate | N | Start Date | N | employments.startDate | E | |||
| EndDate | N | EmploymentDetails.EndDate | N | End Date | N | employments.endDate | E | |||
| NA | EmploymentDetails.Status | N | employments.type | E | ||||||
| Montly Income | employments.extensionData.monthlyIncome | |||||||||
| Total Debt | E | E | ||||||||
| Estimated Annual Income | E | E | ||||||||
| DTI Ratio | N | |||||||||
Field Mapping for Mortgage Composition to ODMS
Facility Field Mapping
| Origination App Field Name | Temenos Digital Assist Field Name | Mapping |
|---|---|---|
| No Specific field in Orig App | CURRENCY | Facility currency from MCMS |
| LOAN TERM | TERM | Highest term among all the parts |
| REQUESTED LOAN AMOUNT | AMOUNT | Facility Amount=Sum(part1+part2+part3) |
| No Specific field in Orig App | PRODUCT NAME | Default facility product for mortgage from Spotlight(MORTGAGE.FACILITY) |
| No Specific field in Orig App | PRODUCT TYPE | Product Group of Facility product from MCMS |
Lending Arrangement Field Mapping
| Origination App Field Name | Temenos Digital Assist Field Name | Mapping |
|---|---|---|
| No Specific field in Orig App | CURRENCY | Currency of selected Lending product from MCMS |
| LOAN TERM | TERM | Respective Part's Loan term |
| REQUESTED LOAN AMOUNT | AMOUNT | Respective Part's Requested Loan Amount |
| No Specific field in Orig App | DRAWINGS NAME | Lending Product selected based on Type of Mortgage from Spotlight Configuration |
| No Specific field in Orig App | DRAWINGS TYPE | Product Group of Lending product from MCMS |
| TYPE OF MORTGAGE | MORTGAGE TYPE | Defaulted from Respective part's Type of Mortgage field |
| FIXED INTEREST TERM | FIXED INTEREST TERM | Today's date +Fixed Interest Term + 1 day |
Field Mapping for API Simulation
| Mortgage Composition Screen -Simulation API Mapping | |
|---|---|
| APPLICATION | AA.SIMULATION.CAPTURE |
| ID | System generated |
| ARRANGEMENT | NEW |
| ACTIVITY | LENDING NEW ARRANGEMENT |
| DRAWINGS PRODUCT | Lending product for mortgage from Spotlight, selected based on the Type of Mortgage chosen by customer |
| CUSTOMER | Main applicant reference /use default prospect customer in case of prospect |
| CURRENCY | Lending product currency from MCMS |
| TERM | Respective Part's loan term INTEREST TERM |
| AMOUNT | Respective Part's Requested loan amount |
| FIXED INTEREST TERM | Effective date +Fixed Interest Term + 1 day |
Field Mapping for Funding Position
This document describes about the field mappings of Funding Position and the various entities in the Temenos DigitalOrigination app. The data associated to each of these entities is transferred from the User Interface (UI) to the Server by Quantum Visualizer and Quantum Fabric. Data associated with Funding Position is stored in the following storage systems:
- Lead entity (ODMS)
- Origination Processing Microservice (OPMS)
- Temenos Digital Assist App
| UI (Origination) | ODMS | OPMS | UI (Assist) |
|---|---|---|---|
|
Additional Savings if any |
otherSource |
otherSource |
OTHER SOURCE |
|
Additional Borrowing Amount |
otherExpenses |
otherExpenses |
ADDITIONAL BORROWING AMOUNT |
|
Bank Charges |
bankCharges |
bankCharges |
BANK CHARGES |
|
Contribution From Co-Applicant |
coApplicantContribtution |
coApplicantContribution |
COAPPLICANT CONTRIBUTION |
|
Customer Contribution |
customerContribution |
customerContribution |
CUSTOMER CONTRIBUTION |
|
Goverment Charges |
governmentCharges |
governmentCharges |
GOVERMENT CHARGES |
|
Insurance Charges |
insuranceCharges |
insuranceCharges |
INSURANCE CHARGES |
|
Miscellaneous Charges |
miscellaneousCharges |
miscellaneousCharges |
MISCELLANEOUS CHARGES |
|
Payment to other bank |
otherBankPayment |
otherBankPayment |
PAYMENT TO OTHER BANK (OUTSTANDING LOAN) |
|
Property Cost (Hidden) |
purchaseCost |
purchaseCost |
PROPERTY COST |
|
Surplus/Deflict Amount |
surplusOrDeficitAmount |
surplusOrDeficitAmount |
SURPLUS/DEFLICT |
|
Total (Source Of Fund) |
total (sourceofFunds object) |
totalSourceOfFunds |
TOTAL SOURCE OF FUNDS |
|
Total (Use of Fund) |
total (useOfFunds object) |
totalUseOfFunds |
TOTAL USE OF FUNDS |
In this topic