Mapping Data Fields

Use this information to map a new or existing field for a data file on the File Layout Setup page.

1. Navigate to Update, and then select either Daily Update Process or Monthly Update Process.
2. Select the link in the Layout Name column for the file.
   The File Layout Setup page opens.
3. Select the field to map from the field list.
   
   

   

   
   
4. Select an option from the Field Source drop-down list.

   Field Not Used

   Select this option if the field is not in the data file or you do not need to map it.

   From File

   Select this option if the data being mapped is in one field in the data file. If the data file format is delimited, then enter the Column. If the data file format is fixed, then enter the Begin Position and Field Length.

   Merged Fields

   Select this option if the data being mapped is in multiple fields in the data file. Select Add to add all fields. If the data file format is delimited, then enter the Column for each field. If the data file format is fixed, then enter the Begin Position and Field Length for each field.

   From Expression

   Select this option to use a formula to map the data. Enter the Expression, then select Validate to determine if it is a valid expression. There is a Notes field available, if needed.

   From List

   Select this option if the data being mapped is available from a list rather than coming from the data file. Select the appropriate value from the subsequent drop-down list.

   Note: Not all Field Source options are available for all identifying fields.
5. Enter additional required information to map the data into the application, if applicable.

   Decimal

   Adjust decimals for rate and dollar amount fields depending on how the data is formatted in the file.

   Date Format

   Identify the date format for all date fields, for example, MDY or YMD.

   Translations

   Fields that contain codes or any information that must be translated requires this information. For example, values in the Branch Number field must be translated, or mapped, to the appropriate branches set up within the application.

6. Select the Refresh icon in the Parsed and Processed views to see the data for the new field.
7. Select Save.