Angle Finance Mappings: Angle Interface mappings

Angle Interface mappings

select tif.interfacetype, tif.interfacefieldname, interfacevalue
, tif.tablename, tif.fieldname, tift.fieldvaluefrom qtinterfacefieldtranslations as tift
inner join qtinterfacefields as tif on tif.interfacefieldid = tift.interfacefieldid
and tif.interfacetype = 'angle' and tif.interfacefield_name = 'assetCondition'
;

## Residency StatusThis page is currently under construction### | interface_type | interface_field_name | table_name | field_name | translations || --- | --- | --- | --- | --- || angle | industry | fm_client_industries | client_industry_code | 1 || angle | gender | fm_drivers | gender | 4 || angle | relationshipStatus | fm_drivers | marital_status | 8 || angle | visaStatus | fm_drivers | residency_status | 5 || angle | residentialStatus | fm_drivers | residential_status | 6 || angle | title | fm_drivers | salutation | 7 || angle | employmentType | fm_driver_employment_types | driver_employment_type_code | 5 || angle | occupationType | fm_driver_occupation_codes | driver_occupation_code | 1 || angle | insurerName | fm_suppliers | supplier_code | 20 || angle | entityType | gb_corporate_types | corporate_code | 16 || angle | fuelType | qt_fuel_type_translations | fuel_type_code | 10 || angle | ESTFEENL | qt_quotes | establishment_fee | 0 || angle | assetCondition | qt_quotes | new_used | 3 || angle | ORIGFEE | qt_quotes | originator_fee | 0 |### visaStatus → Residency statusThe "Residency status" field can be found in Catch-e on the Drivers / Finance tab.Angle Finance refers to this field as "visaStatus".Below are the accepted 'Visa Statuses' by Angle Finance.| visaStatus || --- | | Citizen | | Permanent Resident | | Other |### MappingsBelow is how the Catch-e 'Residency Status' options are mapped to Angle Finance| Residency Status | Angle - visaStatus || --- | --- || null | Other || Citizen | Citizen || Non Resident | Other || Permanent Resident | Other || Visa | Other |### Mapping UpdatesIf Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.### Useful Queries

Angle Mapping

select tif.tablename, tif.fieldname, tift.fieldvalue, tif.interfacefieldname, tift.interfacevalue
from qtinterfacefields as tif
left join qtinterfacefieldtranslations as tift on tift.interfacefieldid = tif.interfacefieldidwhere tif.interfacetype = 'angle' and tift.statusflag = 'active'and tif.fieldname = 'residencystatus'order by tif.tablename, tif.fieldname, tift.fieldvalue
;

## TitleThis page is currently under construction### | interface_type | interface_field_name | table_name | field_name | translations || --- | --- | --- | --- | --- || angle | industry | fm_client_industries | client_industry_code | 1 || angle | gender | fm_drivers | gender | 4 || angle | relationshipStatus | fm_drivers | marital_status | 8 || angle | visaStatus | fm_drivers | residency_status | 5 || angle | residentialStatus | fm_drivers | residential_status | 6 || angle | title | fm_drivers | salutation | 7 || angle | employmentType | fm_driver_employment_types | driver_employment_type_code | 5 || angle | occupationType | fm_driver_occupation_codes | driver_occupation_code | 1 || angle | insurerName | fm_suppliers | supplier_code | 20 || angle | entityType | gb_corporate_types | corporate_code | 16 || angle | fuelType | qt_fuel_type_translations | fuel_type_code | 10 || angle | ESTFEENL | qt_quotes | establishment_fee | 0 || angle | assetCondition | qt_quotes | new_used | 3 || angle | ORIGFEE | qt_quotes | originator_fee | 0 |### Salutation → titleAngle Finance's "Title" field name is the equivalent of Catch-e's "Salutation" field name.The "Salutation" field can be found in Catch-e on the Drivers / Contact page.Below are the accepted 'Titles' by Angle Finance.| title || --- | | Mr | | Mrs | | Miss | | Ms | | Dr | | Sir (not in Catch-e) | | Lady (not in Catch-e) | | Prof | | Reverend |### MappingsBelow are how the Catch-e 'Salutations' are mapped to Angle Finance| Salutation || --- | | Dr | | Miss | | Mr | | Mrs | | Ms | | Prof | | Rev | | Mx | | null | | Capt || Angle - title || --- | | Dr | | Miss | | Mr | | Mrs | | Ms | | Prof | | Reverend | | N/A - Will result in failed application | | N/A - Will result in failed application | | N/A - Will result in failed application |### Mapping UpdatesIf Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.### Useful Queries

Angle Mapping 7 records

select tif.tablename, tif.fieldname, tift.fieldvalue, tif.interfacefieldname, tift.interfacevalue
from qtinterfacefields as tif
left join qtinterfacefieldtranslations as tift on tift.interfacefieldid = tif.interfacefieldidwhere tif.interfacetype = 'angle' and tift.statusflag = 'active'and tif.fieldname = 'salutation'
order by tif.tablename, tif.fieldname, tift.field_value
;

Salutation

select count(d.driverid) as drivers, d.salutation, st1.interfacevalue
from fmdrivers as dleft join (select tif.tablename, tif.fieldname, tift.fieldvalue
, tif.interfacefieldname, tift.interfacevaluefrom qtinterfacefields as tifleft join qtinterfacefieldtranslations as tift on tift.interfacefieldid = tif.interfacefieldid
where tif.interfacetype = 'angle' and tift.statusflag = 'active'and tif.fieldname = 'salutation') as st1 on st1.fieldvalue = d.salutation
group by d.salutation
order by d.salutation, st1.field_value
;

## MappingThe application sent to Angle Finance needs to contain data in a format that their system can accept.E.g. The Insurer Name set up in Catch-e is 'ABC Insurance', but Angle requires this to sent as 'ABC'.This is done by mapping system fields to the required JSON fields, or in some cases, using tables to 'translate' system field values into the required JSON field values.These tables have been populated with default entries in the system based on information provided by Angle Finance when this feature was developed.### MappingsGo to the financialCircumstances page for the Driver Income and Expense and Driver Assets and Liabilities field mappings.### Translation MappingsUse the section below to review and update your translation tables. Two tables are used to create the translation mappings.1. ** - this table lists each system table and field that needs to be translated with it's matching Angle field.2. ** - lists each eligible translation.####  This table stores the Angle field_name definition and maps it to the Catch-e [table]field_name that the data will be extracted from. Any updates to this table will require development. Table content shown below and is accurate at the time of API deployment.| interface_type | interface_field_name | table_name | field_name | translations || --- | --- | --- | --- | --- || angle | industry | fm_client_industries | client_industry_code | 1 || angle | gender | fm_drivers | gender | 4 || angle | relationshipStatus | fm_drivers | marital_status | 8 || angle | visaStatus | fm_drivers | residency_status | 5 || angle | residentialStatus | fm_drivers | residential_status | 6 || angle | title | fm_drivers | salutation | 7 || angle | employmentType | fm_driver_employment_types | driver_employment_type_code | 5 || angle | occupationType | fm_driver_occupation_codes | driver_occupation_code | 1 || angle | insurerName | fm_suppliers | supplier_code | 20 || angle | entityType | gb_corporate_types | corporate_code | 16 || angle | fuelType | qt_fuel_type_translations | fuel_type_code | 10 || angle | ESTFEENL | qt_quotes | establishment_fee | 0 || angle | assetCondition | qt_quotes | new_used | 3 || angle | ORIGFEE | qt_quotes | originator_fee | 0 |#### This table needs to be populated for each of the fields included in Some will be client specfic translations and set up based on existing client data.Select each **interface_field_name** in the list above to see the mapping set up between Catch-e and Angle Finance current at the time the API was developed.Mapping Updates will assist you if any changes are required to the existing set up.### Useful Queries

select tif.interfacetype, tif.interfacefieldname, tif.tablename, tif.fieldname, count(tift.interfacefieldtranslationid) as translations
from qtinterfacefields as tif
left join qtinterfacefieldtranslations as tift on tift.interfacefieldid = tif.interfacefieldid and tift.statusflag = 'active'
where tif.interfacetype = 'angle'group by tif.tablename, tif.fieldname, tif.interfacefieldnameorder by tif.tablename, tif.fieldname, tif.interfacefield_name
;
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