8.1 Customer

This category includes connectors that handle customer-related data, such as attributes, classifications, relationships, and identifiers of customers who own or interact with financial products.

There are 2 Entities mapped under the customer category.

1. Stage Customer

  • Key attributes marked as Primary Keys (PK): Party Identifier, As Of Date
  • Execution Parameters (variable mappings):
    • Input File Name
    • Load Identifier
    • Data File Specifications ID

2. Stage Customer Hierarchy

  • Key attributes marked as Primary Keys (PK): As Of Date, Hierarchy Code, Parent Code, Child Code
  • Execution Parameters (variable mappings):
    • Version Number (default = 1)
    • Input File Name
    • Load Identifier
    • Data File Specifications ID

    Note:

    There are no LOV mappings in this category.

Table 8-2 List of connectors in this category is listed below

# Connector Name Data Foundation Entity PBSMCS Entity # of fields # of key fields # of Direct Mapping # of variable mapping
1 Customer Party Staging Customer 10 2 5 3
2 Customer Party Hierarchy Staging Customer Hierarchy 11 4 3 4