Angle Finance Mappings: occupationType

Angle Finance field mapping tables and JSON configuration

occupationType

interface_typeinterfacefieldnametable_namefield_nametranslations
angleindustryfmclientindustriesclientindustrycode1
anglegenderfm_driversgender4
anglerelationshipStatusfm_driversmarital_status8
anglevisaStatusfm_driversresidency_status5
angleresidentialStatusfm_driversresidential_status6
angletitlefm_driverssalutation7
angleemploymentTypefmdriveremployment_typesdriveremploymenttype_code5
angleoccupationTypefmdriveroccupation_codesdriveroccupationcode1
angleinsurerNamefm_supplierssupplier_code20
angleentityTypegbcorporatetypescorporate_code16
anglefuelTypeqtfueltype_translationsfueltypecode10
angleESTFEENLqt_quotesestablishment_fee0
angleassetConditionqt_quotesnew_used3
angleORIGFEEqt_quotesoriginator_fee0

Occupation Type → occupationType

The "Occupation Type" field can be found in Catch-e on the Drivers / Finances page.

Angle Finance refers to this field as "occupationType".

Below are the 'Occupation Types' that will be accepted by Angle Finance.

| occupationType |
| --- | | Clerical | | Executive | | Office Staff | | Other | | Professional | | Retired | | Trade |

Mappings

Below is a suggested 'Occupation Types' mapping.

| Occupation Type |
| --- | | null ** | | Apprentice | | Armed Forces N/O | | Armed Forces - Officer | | Accountant - Own Practice | | Accountant - Employment Ind. | | Accountant - Employed Own Prac | | Barrister | | Beautician/Barber | | CSF Above Segment | | CSF Below Segment | | Clerical - Public Services | | Clerical - Non-Government | | Director/Coy Sec - Private Coy | | Director/Coy Sec - Public Coy | | Computer Operator | | Computer Prog/Analyst | | Consultant | | Tradesmen/Craftsman | | Driver/Courier | | Qualified Engineer | | Entertainer | | Foreman | | Public Service Grade 4 + | | Inspector | | Instructor | | Jeweller - Self Employed | | Manager (Junior) | | Manager (Senior) | | Medical Practioner (Employed) | | Medical Technician | | Nurse/Medical Worker/Orderly | | Nursing Sister | | Pilot | | Proprietor 5 Years + | | Proprietor Less than 5 Years | | Radio/Radar Operator | | Real Estate Agent | | Restaurant/Hotel Staff | | Salesperson | | Scientist/Researcher | | Secretarial | | Semi-Skilled Labourer | | Senior Civil Servant | | Shop Assistant | | Shop Owner | | Solicitor | | Store/Trans Operator | | Supervisor | | Surveyor | | Teacher - Primary/Nursery | | Teacher - Secondary | | Teacher - Teritiary | | Semi-Skilled Tradesperson | | Truck Owner Driver | | Unskilled Labourer | | Medical Pract. - Self Employed | | Jeweller - Employed | | Dentist | | Builder | | Veterinarian | | Courier | | Student | | Taxi Driver | | Civil Forces | | Govt/Public Service | | Social Security | | Houseperson |

| Angle - occupationType |
| --- | | Other | | Trade | | Other | | Other | | Professional | | Professional | | Professional | | Professional | | Other | | Other | | Other | | Clerical | | Clerical | | Executive | | Executive | | Professional | | Professional | | Professional | | Trade | | Other | | Professional | | Other | | Trade | | Other | | Other | | Other | | Other | | Office Staff | | Executive | | Professional | | Professional | | Other | | Other | | Professional | | Other | | Other | | Professional | | Professional | | Other | | Other | | Professional | | Office Staff | | Trade | | Professional | | Other | | Other | | Professional | | Other | | Professional | | Professional | | Other | | Other | | Other | | Trade | | Other | | Trade | | Professional | | Other | | Professional | | Trade | | Professional | | Other | | Other | | Other | | Other | | Other | | Other | | Other |

** If no other mapping will match, the null mapping record will be applied.

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## occupationType valuesselect tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_namefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'occupationType'GROUP BY tift.interface_value;## Occupation Type list with mappingsselect proper(doc.description) as occupation_type, st1.interface_value, st1.interface_field_name, st1.interface_type, st1.table_name, st1.field_name, st1.field_valuefrom fm_driver_occupation_codes as docleft join (select tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_name, tift.field_valuefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'occupationType' ) as st1 on st1.field_value = doc.driver_occupation_codeorder by doc.description;

residentialStatus

interface_typeinterfacefieldnametable_namefield_nametranslations
angleindustryfmclientindustriesclientindustrycode1
anglegenderfm_driversgender4
anglerelationshipStatusfm_driversmarital_status8
anglevisaStatusfm_driversresidency_status5
angleresidentialStatusfm_driversresidential_status6
angletitlefm_driverssalutation7
angleemploymentTypefmdriveremployment_typesdriveremploymenttype_code5
angleoccupationTypefmdriveroccupation_codesdriveroccupationcode1
angleinsurerNamefm_supplierssupplier_code20
angleentityTypegbcorporatetypescorporate_code16
anglefuelTypeqtfueltype_translationsfueltypecode10
angleESTFEENLqt_quotesestablishment_fee0
angleassetConditionqt_quotesnew_used3
angleORIGFEEqt_quotesoriginator_fee0

Residential Status → residentialStatus

The "Residential Status" field can be found in Catch-e on the Drivers / Finances tab.

Angle Finance refers to this field as "residentialStatus".

Below are the accepted 'Residential Statuses' by Angle Finance.

| residentialStatus |
| --- | | FullyOwned | | Buying | | RentingEmployerProvided | | LivingWithParents | | BoardingOther |

Mappings

Below is how the Catch-e 'Residency Status' options are mapped to Angle Finance

| Residential Status |
| --- | | Board | | Buying | | Live with Parents | | Own | | Rent | | NULL |

| Angle - residentialStatus |
| --- | | BoardingOther | | Buying | | LivingWithParents | | FullyOwned | | Unspecified | | Unspecified |

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## Angle Mappingselect tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idwhere tif.interface_type = 'angle' and tift.status_flag = 'active'and tif.field_name = 'residential_status'order by tif.table_name, tif.field_name, tift.field_value;

financialCircumstances

Below are the details used in the financialCircumstances section of the application JSON for Income and Expense records.

Field Descriptions

Screen NameTypeDescriptionJSON frequencyJSON descriptionJSON type
Income
Current SalaryNumUsed for recording Gross Annual Income detailsAnnualCurrent SalaryBase Salary and Wages
Annual Gross IncomeNumUsed for recording Gross Annual Income detailsAnnualAnnual Gross IncomeBase Salary and Wages
Annual Spouse Gross IncomeNumUsed for recording Monthly Net Income detailsAnnualAnnual Spouse Gross IncomeSpousal Income
Monthly Net IncomeNumUsed for recording income detailsMonthlyMonthly Net IncomeBase Salary and Wages
Monthly Spouse Net IncomeNumUsed for recording Monthly Spouse Net Income detailsMonthlyMonthly Spouse Net IncomeSpousal Income
Monthly Rental IncomeNumUsed for recording Rental Income detailsMonthlyMonthly Rental IncomeRental Income
Monthly Government BenefitsNumUsed for recording Monthly Government Benefits receivedMonthlyMonthly Government BenefitsGovernment Benefits / Pensions
Monthly Superannuation IncomeNumUsed for recording Monthly Superannuation Income detailsMonthlyMonthly Superannuation IncomeInterest or Dividend
Monthly Investment IncomeNumUsed for recording Monthly Investment Income detailsMonthlyMonthly Investment IncomeInvestment Income
Monthly Other IncomeNumUsed for recording Other Income received per monthMonthlyMonthly Other IncomeOther Income
Monthly Expenses
MortgageNumUsed for recording Monthly Mortgage expensesMonthlyMortgageInvestment Income
RentNumUsed for recording Monthly Rent ExpensesMonthlyRentInvestment Income
HouseholdNumUsed for recording Monthly Household ExpensesMonthlyHouseholdInvestment Income
Credit CardsNumUsed for recording Monthly Credit Card ExpensesMonthlyCredit CardsInvestment Income
Private Education / ChildcareNumUsed for recording Monthly Private Education and/or Childcare ExpensesMonthlyPrivate Education / ChildcareEducation and Childcare
VehicleNumUsed for recording Monthly Vehicle ExpensesMonthlyVehicleCar and Transport
OtherNumUsed for recording Other Monthly ExpensesMonthlyOtherOther Expenses

Below are the details used in the financialCircumstances section of the application JSON for Assets and Liabilities records.

Field Descriptions

Screen NameTypeDescriptionJSON frequencyJSON descriptionJSON type
Assets
Cash in BankNumUsed for recording Cash in Bank detailslinked toMonthlyCash in BankOther
Resident PropertyNumUsed for recording Resident Property detailslinked toMonthlyResident PropertyHouse
Investment PropertyNumUsed for recording Investment Property detailslinked toMonthlyInvestment PropertyOther
Recreational InvestmentsNumUsed for recording Recreational Investment detailslinked toMonthlyRecreational InvestmentsOther
Motor VehiclesNumUsed for recording Motor Vehicle detailslinked toMonthlyMotor VehiclesCar
FurnitureNumUsed for recording Furniture detailslinked toMonthlyFurnitureOther
SuperannuationNumUsed for recording Superannuation receivedlinked toMonthlySuperannuationOther
SharesNumUsed for recording Share detailslinked toMonthlySharesOther
Plant and EquipmentNumUsed for recording Plant and Equipment detailslinked toMonthlyPlant and EquipmentOther
Liabilities
OverdraftNumUsed for recording Monthly Overdraft repaymentslinked toMonthlyOverdraftOverdraft
MortgagesNumUsed for recording Monthly Residential Mortgage repaymentslinked toMonthlyMortgagesHome Loan
Investment MortgagesNumUsed for recording Monthly Prperty Investment repaymentslinked toMonthlyInvestment MortgagesOther
Recreational Asset LoansNumUsed for recording Monthly Recreational Aset repaymentslinked toMonthlyRecreational Asset LoansPersonal Loan
Investment LoanNumUsed for recording Monthly Investment Loan repaymentslinked toMonthlyInvestment LoanOther
Personal LoanNumUsed for recording Monthly Personal Loan repaymentslinked toMonthlyPersonal LoanPersonal Loan
Margin LoanNumUsed for recording Margin Loan repaymentslinked toMonthlyMargin LoanOther
Motor Vehicle LoanNumUsed for recording Motor Vehicle repaymentslinked toMonthlyMotor Vehicle LoanAutomotive Loan
Plant and Equipment LoanNumUsed for recording Plant and Equipment repaymentslinked toMonthlyPlant and Equipment LoanOther
Credit Card LimitNumUsed for recording Monthly Credit Card repaymentslinked toMonthlyCredit Card LimitCredit Card
Debt AgreementNumUsed for recording any Debt repaymentslinked toMonthlyDebt AgreementOther
Tax DebtNumUsed for recording Tax Debt repaymentslinked toMonthlyTax DebtOther

insurerName

This page is currently under construction

interface_typeinterfacefieldnametable_namefield_nametranslations
angleindustryfmclientindustriesclientindustrycode1
anglegenderfm_driversgender4
anglerelationshipStatusfm_driversmarital_status8
anglevisaStatusfm_driversresidency_status5
angleresidentialStatusfm_driversresidential_status6
angletitlefm_driverssalutation7
angleemploymentTypefmdriveremployment_typesdriveremploymenttype_code5
angleoccupationTypefmdriveroccupation_codesdriveroccupationcode1
angleinsurerNamefm_supplierssupplier_code20
angleentityTypegbcorporatetypescorporate_code16
anglefuelTypeqtfueltype_translationsfueltypecode10
angleESTFEENLqt_quotesestablishment_fee0
angleassetConditionqt_quotesnew_used3
angleORIGFEEqt_quotesoriginator_fee0

Insurer → insurerName

The "Insurer" is located on the Quotes / Lease tab in the "Comprehensive Insurance" Profile window.

Under this set up, the Catch-e "Supplier Code" will need to be mapped to the Angle Finance accepted Insurers.

For set up, please contact Catch-e with a list of your Supplier Codes you want to map to Angle Finance as not all may apply.

Angle Finance refers to this field as "insurerName".

Below are the accepted 'Insurer Names' by Angle Finance.

| insurerName |
| --- | | AAI Limited (APIA) | | AAMI | | Allianz | | Auto & General Services Pty Ltd | | Bingle | | Budget Direct | | CGU | | Coles | | Elders Insurance | | Eric Insurance | | Hollard Insurance | | Huddle | | IAG | | Insurance House Pty Ltd | | NRMA | | Open Insurance | | Other | | Pacific International | | ProRisk | | QBE | | RAA | | RAC | | RACQ | | RACV | | SGIC | | SGIO | | Shannons | | Suncorp | | Toyota Insurance | | Vero | | Woolworths | | Youi | | Zurich Motor |

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## insurerName valuesselect tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_name, tift.field_valuefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'insurerName'ORDER BY tift.interface_value;## Insurers list with mappingsselect s.supplier_code, s.supplier_type, st1.interface_value, st1.interface_field_name, st1.interface_type, st1.table_name, st1.field_name, st1.field_valuefrom fm_suppliers as sleft join (select tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_name, tift.field_valuefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'insurerName' ) as st1 on st1.field_value = s.supplier_code#where s.supplier_type = 'insurer'order by st1.field_value desc;

Set-up Queries for Catch-e Staff

## Update mapping recordsSTART TRANSACTION;update qt_interface_field_translations set field_value = 'Code 1' where interface_field_translation_id = UUID1;update qt_interface_field_translations set field_value = 'Code 2' where interface_field_translation_id = UUID2;COMMIT;## Insert mapping recordsselect * from qt_interface_fields where interface_type = 'angle' and interface_field_name = 'insurerName';start transaction;select @interface_field_id := interface_field_id from qt_interface_fields where interface_type = 'angle' and interface_field_name = 'insurerName';INSERT into qt_interface_field_translations (interface_field_translation_id, interface_field_id, field_value, interface_value)VALUES (uuid_short,@interface_field_id,'supplier_code1','insurerName1');INSERT into qt_interface_field_translations (interface_field_translation_id, interface_field_id, field_value, interface_value)VALUES (uuid_short,@interface_field_id,'supplier_code2','insurerName2');commit;