Insert Metadata Mappings

This section tells how to insert the metadata mappings of financial institutions, branch information, and reporting person information required for migration.

Follow these steps:

  1. Obtain the information available in the SaaS TMCS application by downloading the available metadata, specifically the Translation table information, from the Cloud servers through Reference Data download (Excel upload/download), as shown in the Data Loading Overview.
  2. Retrieve the metadata available in the on-premise ECM application and compare the data obtained above to create the mappings from the on-premise stored data to that stored in SaaS.
  3. The following table provides the mappings for ECM.

    Table 20-77 ECMMetadata Mapping

    Table Business Name On-Premise Table Mapping Table SaaS Metadata File
    Case Class KDD_CASECLASS L_SRC_TRG_CASE_CLASS_I D <misdate>_L_SRC_TRG_CAS E_CLASS_ID.csv
    Case Actions KDD_ACTION L_SRC_TRG_ACTION_MAP <misdate>_L_SRC_TRG_ACT ION_MAP.csv
    Involvement Type KDD_CODE_SET_TRNLN L_SRC_TRG_INVOLVEMENT_TYPE <misdate>_L_SRC_TRG_INV OLVEMENT_TYPE.csv
    Case Decision Map FCC_EVENT_STATUS_TL L_SRC_TRG_STATUS_ID_DE CISION_CO <misdate>_L_SRC_TRG_STA TUS_ID_DECISION_CO.csv
    Case Type-Event Type Map KDD_CASE_TYPE_SUBTYPE, FCC_EVENT_TYPE L_SRC_TRG_CASE_TYPE_EV ENT_TYPE <misdate>_L_SRC_TRG_CAS E_TYPE_EVENT_TYPE.csv
    Status Type KDD_STATUS L_SRC_TRG_STATUS_TYPE <misdate>_L_SRC_TRG_STA TUS_TYPE.csv
    Locale FCC_LOCALE_B L_SRC_TRG_LOCALE_CD_M AP <misdate>_L_SRC_TRG_LOC ALE_CD_MAP.csv
    Status Code KDD_STATUS L_SRC_TRG_STATUS_CD. <misdate>_L_SRC_TRG_STA TUS_CD.csv
    Case Type Subtype Map KDD_CASE_TYPE_SUBTYPE L_SRC_TRG_CASE_TYPE_M AP <misdate>_L_SRC_TRG_CAS E_TYPE_MAP.csv
    Case Type Module Map KDD_CASE_TYPE_SUBTYPE L_SRC_TRG_CASETYPE_MO DULE_MAP. <misdate>_L_SRC_TRG_CAS ETYPE_MODULE_MAP.csv
    Event Type Map FCC_EVENT_TYPE L_SRC_TRG_EVENT_TYPE_ MAP <misdate>_L_SRC_TRG_EVE NT_TYPE_MAP.csv
    Regulatory Report Status KDD_REG_REPORT_STATUS L_SRC_TRG_REPORT_STATU S_MAP <misdate>_L_SRC_TRG_REP ORT_STATUS_MAP.csv
    Scenario Map FCC_SCENARIO_MASTER L_SRC_SCENARIO_MA <misdate>_L_SRC_SCENARI O_MAP.csv
    Threshold Map FCC_SCENARIO_MASTER L_SRC_TRG_THRESHOLD_M A <misdate>_L_SRC_TRG_THR ESHOLD_MAP.csv
  4. Create mappings for these tables for on-premise to SaaS migration as described in the Metadata CSV sheet provided on MOS.

Sample CSV files for out-of the-box tables for on-premise to SaaS mappings are available for download on MOS.