Target To Source Mapping RT
Target To Source Mapping RT
Data mapping is the process of defining the relationship between two data structures and any data transformation requirements that result. The
primary inputs to this process are data structures such as logical and physical data models, copybooks, screen layouts, interface formats, file
structures, and dictionaries. The primary output of this process is documentation of the data mapping relationships and their corresponding
transformation rules. This documentation is used for initial conversion or ongoing manipulation of data from one structure to another. It can also be
used for traceability. In order to be successful, this process requires knowledge of the source and target data structures and should be reviewed
with source and target development and business experts. This design documentation will be input to a data transformation tool.
1. Determine if additional columns are needed on the worksheets to manage change or provide additional functionality.
2. Create a generic data element worksheet for each source or target that you wish to map. Examples include: business data glossary, application
system data store or data model, a logical model subject area, IAA, or a data warehouse data store. The red corner of the column heading on the
worksheet contains a definition of column.
3. Create a generic mapping worksheet for each pair of source to target mappings. All data elements needed to map for data conversion purposes
to a given target data element should be included on the same worksheet. This may require data elements from multiple data sources. The red
corner of the column heading on the worksheet contains a definition of column.
4. Be sure the source and target system id's, data element ids, group names, and data element names on the mapping worksheet match those on
the corresponding data element worksheet.
5. Investigate source data structures and known data quality issues in moving data to target structures.
6. Document transformation rules, exceptions, validity or data quality checks that are needed.
7. Optionally create code tables for validity checks and transformations of domain or allowed values.
8. Review data mappings with source and target experts.
Generic Mapping
DimAgreementStatus
Resource Status
Source
Target Instance Target Instance Target Data Element Name Source Source Data Element Name
Target Table Name Segment
Identifier Rule Type (column, field, attribute) Database(s) (column, field, attribute)
Code(s)
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DimAgreementStatus
Source
Target Instance Target Instance Target Data Element Name Source Source Data Element Name
Target Table Name Segment
Identifier Rule Type (column, field, attribute) Database(s) (column, field, attribute)
Code(s)
Dimension Data Mapping DimAgreementStatus DerivedStatus_Tp FND_FCML_DB AgreementStatus See Transformation Rule
Dimension Data Mapping DimAgreementStatus DerivedStatus_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Page 4 of 158
DimAgreementStatus
Source
Target Instance Target Instance Target Data Element Name Source Source Data Element Name
Target Table Name Segment
Identifier Rule Type (column, field, attribute) Database(s) (column, field, attribute)
Code(s)
Dimension Data Mapping DimAgreementStatus DerivedStatus_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus Status_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus Status_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus StatusReason_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus StatusReason_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus StatusReasonDetail_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimAgreementStatus StatusReasonDetail_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Page 5 of 158
DimAgreementStatus
Source
Target Instance Target Instance Target Data Element Name Source Source Data Element Name
Target Table Name Segment
Identifier Rule Type (column, field, attribute) Database(s) (column, field, attribute)
Code(s)
Dimension Data Mapping DimAgreementStatus PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 6 of 158
DimAgreementStatus
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Page 7 of 158
DimAgreementStatus
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
else DerivedStatus_Tp = 4
See
Example
CDW 11/1/2007
SQL for
if AgreementType_id = 013001060000 (Commercial JOIN Logic
Policy) then:
else DerivedStatus_Tp = 4
Page 8 of 158
DimAgreementStatus
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Move
find first occurance of following: (LSD_Value)
Where PTD_Name =
CDW 11/1/2007
FND_FCML_DB.AGREEMENTSTATUS.STATUS_TP AND
PTD_Value = Status_Tp
Move
Move
Move
Move
Move
Page 9 of 158
DimAgreementStatus
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Page 10 of 158
DimAgreementStatus
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 11 of 158
DimAgreementStatus
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 12 of 158
DimAgreementStatus
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 13 of 158
DimAgreementStatus
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 14 of 158
DimCalendarDate
Dimension Data Mapping DimCalendarDate Calendar Year Day Number CalenderYearDay_Nb FND_FSHR_DB calendar CalenderYearDay_Nb Move
Dimension Data Mapping DimCalendarDate Calendar Previous 30 Days Date CalendarPrevious30Days_Dt FND_FSHR_DB calendar CalendarPrevious30Days_Dt Move
Dimension Data Mapping DimCalendarDate Accounting Day Short Description AIAccountingDayShort_Ds FND_FSHR_DB calendar AccountingDayShort_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Day Long Description AIAccountingDayLong_Ds FND_FSHR_DB calendar AccountingDayLong_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Week Day Number AIAccountingWeekDay_Nb FND_FSHR_DB calendar AccountingWeekDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Month Identifier AIAccountingMonth_Id FND_FSHR_DB calendar AccountingMonth_Id Move
Dimension Data Mapping DimCalendarDate Accounting Month Number AIAccountingMonth_Nb FND_FSHR_DB calendar AccountingMonth_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Month Short Description FND_FSHR_DB calendar Move
AIAccountingMonthShort_Ds AccountingMonthShort_Ds
Dimension Data Mapping DimCalendarDate Accounting Month Long Description AIAccountingMonthLong_Ds FND_FSHR_DB calendar AccountingMonthLong_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Month Day Number AIAccountingMonthDay_Nb FND_FSHR_DB calendar AccountingMonthDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Identifier AIAccountingQuarter_Id FND_FSHR_DB calendar AccountingQuarter_Id Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Number AIAccountingQuarter_Nb FND_FSHR_DB calendar AccountingQuarter_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Description AIAccountingQuarter_Ds FND_FSHR_DB calendar AccountingQuarter_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Year Number AIAccountingYear_Nb FND_FSHR_DB calendar AccountingYear_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Day Number AIAccountingYearDay_Nb FND_FSHR_DB calendar AccountingYearDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Week Number AIAccountingYearWeek_Nb FND_FSHR_DB calendar AccountingYearWeek_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Month Description AIAccountingYearMonth_Ds FND_FSHR_DB calendar AccountingYearMonth_Ds Move
Dimension Data Mapping DimCalendarDate Last Accounting Day in Month Indicator FND_FSHR_DB calendar Move
AILastAccountingDayInMonth_In LastAccountingDayInMonth_In
Dimension Data Mapping DimCalendarDate Holiday Indicator AIHoliday_In FND_FSHR_DB calendar Holiday_In Move
Dimension Data Mapping DimCalendarDate Business Day Indicator AIBusinessDay_In FND_FSHR_DB calendar BusinessDay_In Move
Dimension Data Mapping DimCalendarDate Business Day in Month Number AIBusinessDayInMonth_Nb FND_FSHR_DB calendar BusinessDayInMonth_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Day Short Description NWAccountingDayShort_Ds FND_FSHR_DB calendar AccountingDayShort_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Day Long Description NWAccountingDayLong_Ds FND_FSHR_DB calendar AccountingDayLong_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Week Day Number NWAccountingWeekDay_Nb FND_FSHR_DB calendar AccountingWeekDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Month Identifier NWAccountingMonth_Id FND_FSHR_DB calendar AccountingMonth_Id Move
Dimension Data Mapping DimCalendarDate Accounting Month Number NWAccountingMonth_Nb FND_FSHR_DB calendar AccountingMonth_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Month Short Description FND_FSHR_DB calendar Move
NWAccountingMonthShort_Ds AccountingMonthShort_Ds
Dimension Data Mapping DimCalendarDate Accounting Month Long Description NWAccountingMonthLong_Ds FND_FSHR_DB calendar AccountingMonthLong_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Month Day Number NWAccountingMonthDay_Nb FND_FSHR_DB calendar AccountingMonthDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Identifier NWAccountingQuarter_Id FND_FSHR_DB calendar AccountingQuarter_Id Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Number NWAccountingQuarter_Nb FND_FSHR_DB calendar AccountingQuarter_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Quarter Description NWAccountingQuarter_Ds FND_FSHR_DB calendar AccountingQuarter_Ds Move
Dimension Data Mapping DimCalendarDate Accounting Year Number NWAccountingYear_Nb FND_FSHR_DB calendar AccountingYear_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Day Number NWAccountingYearDay_Nb FND_FSHR_DB calendar AccountingYearDay_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Week Number NWAccountingYearWeek_Nb FND_FSHR_DB calendar AccountingYearWeek_Nb Move
Dimension Data Mapping DimCalendarDate Accounting Year Month Description NWAccountingYearMonth_Ds FND_FSHR_DB calendar AccountingYearMonth_Ds Move
Dimension Data Mapping DimCalendarDate Last Accounting Day in Month Indicator FND_FSHR_DB calendar Move
NWLastAccountingDayInMonth_In LastAccountingDayInMonth_In
Dimension Data Mapping DimCalendarDate Holiday Indicator NWHoliday_In FND_FSHR_DB calendar Holiday_In Move
Page 2 of 158
DimCalendarDate
Dimension Data Mapping DimCalendarDate Business Day Indicator NWBusinessDay_In FND_FSHR_DB calendar BusinessDay_In Move
Dimension Data Mapping DimCalendarDate Business Day in Month Number NWBusinessDayInMonth_Nb FND_FSHR_DB calendar BusinessDayInMonth_Nb Move
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DimCalendarDate
EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Transformation Target e or Additional EA System Name
Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Rule 2 Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
Page 4 of 158
DimCalendarDate
EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Transformation Target e or Additional EA System Name
Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Rule 2 Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
Page 5 of 158
DimCalendarDate
EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Transformation Target e or Additional EA System Name
Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Rule 2 Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
See join logic in SQL
See join logic in SQL
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DimCalendarDate
Page 7 of 158
DimCalendarDate
Page 8 of 158
DimCalendarDate
Page 9 of 158
DimCommercialInsurancePolicy
Resource Status
Target
Target Instance Rule Target Data Element Name Source Source Segment Source Data Element Name
Instance Target Table Name
Type (column, field, attribute) Database(s) Code(s) (column, field, attribute)
Identifier
ADW_INFRASTR
Dimension Data Mapping DimCommercialInsurancePolicy CommercialSeries_In DWP_SHR_DIM_PRDCT See Transformation Rule
UCTURE
Page 1 of 158
DimCommercialInsurancePolicy
Target
Target Instance Rule Target Data Element Name Source Source Segment Source Data Element Name
Instance Target Table Name
Type (column, field, attribute) Database(s) Code(s) (column, field, attribute)
Identifier
Dimension Data Mapping DimCommercialInsurancePolicy AuditFrequency_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy AuditFrequency_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy Audit_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy Audit_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy LineOfBusiness_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy LineOfBusiness_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy RatingMethod_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Page 2 of 158
DimCommercialInsurancePolicy
Target
Target Instance Rule Target Data Element Name Source Source Segment Source Data Element Name
Instance Target Table Name
Type (column, field, attribute) Database(s) Code(s) (column, field, attribute)
Identifier
Dimension Data Mapping DimCommercialInsurancePolicy RatingMethod_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy PackageModification_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy PackageModification_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialInsurancePolicy PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 3 of 158
DimCommercialInsurancePolicy
Target
Form Additiona
Referenc
Target Target Rated/No l Last Last
Target e or Additional
Transformation Rule 1 Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE
Form # Lookup Comments
mapped tested Rated/Ma ns / By Date
Table
nually Validity
Rated
Move
Move
Page 4 of 158
DimCommercialInsurancePolicy
Target
Form Additiona
Referenc
Target Target Rated/No l Last Last
Target e or Additional
Transformation Rule 1 Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE
Form # Lookup Comments
mapped tested Rated/Ma ns / By Date
Table
nually Validity
Rated
Move
Move
Move
Move
Page 5 of 158
DimCommercialInsurancePolicy
Target
Form Additiona
Referenc
Target Target Rated/No l Last Last
Target e or Additional
Transformation Rule 1 Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE
Form # Lookup Comments
mapped tested Rated/Ma ns / By Date
Table
nually Validity
Rated
Move
Move
Move
Move
Move
Move
Move
Move
Move
Move
Move
Page 6 of 158
DimCommercialInsurancePolicy
EA Data
Element
Group
EA Data EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Element Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
ID Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 7 of 158
DimCommercialInsurancePolicy
EA Data
Element
Group
EA Data EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Element Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
ID Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 8 of 158
DimCommercialInsurancePolicy
EA Data
Element
Group
EA Data EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Element Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
ID Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 9 of 158
DimCommercialPackage
Resource Status
Target Instance Target Instance Target Data Element Name Source Source Segment Source Data Element Name (column,
Target Table Name
Identifier Rule Type (column, field, attribute) Database(s) Code(s) field, attribute)
Dimension Data Mapping DimCommercialPackage MembershipDiscount_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialPackage MembershipDiscount_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Page 1 of 158
DimCommercialPackage
Target Instance Target Instance Target Data Element Name Source Source Segment Source Data Element Name (column,
Target Table Name
Identifier Rule Type (column, field, attribute) Database(s) Code(s) field, attribute)
Dimension Data Mapping DimCommercialPackage Program_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialPackage Program_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialPackage Transfer_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimCommercialPackage Transfer_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Page 2 of 158
DimCommercialPackage
Target Instance Target Instance Target Data Element Name Source Source Segment Source Data Element Name (column,
Target Table Name
Identifier Rule Type (column, field, attribute) Database(s) Code(s) field, attribute)
Dimension Data Mapping DimCommercialPackage PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 3 of 158
DimCommercialPackage
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Move
Move
Page 4 of 158
DimCommercialPackage
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Move
Move
Move
Move
Move
Move
Move
Move
Move
Move
Move
Move
Page 5 of 158
DimCommercialPackage
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Changed from
LineOfBusines
count the distinct LineOfBusiness_Tp for each CDW 11/20/2007 s_Cd to
unique commercial package LineOfBusines
s_Tp
Move
Move
Move
Move
Move
Move
Page 6 of 158
DimCommercialPackage
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 7 of 158
DimCommercialPackage
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 8 of 158
DimCommercialPackage
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 9 of 158
DimDBAName
Target
Instance Target Instance Rule Type Target Table Name
Target Data Element Name (column, field, Source Source Segment Source Data Element Name (column, field,
Identifier
attribute) Database(s) Code(s) attribute)
Dimension Data Mapping DimDBAName Usage_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimDBAName Usage_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimDBAName PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 1 of 158
DimDBAName
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
Move
Move
Move
Move
Move
Move
Move
Move
Page 2 of 158
DimDBAName
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 3 of 158
DimInsuredName
Target
Instance Target Instance Rule Type Target Table Name
Target Data Element Name (column, field, Source Source Segment Source Data Element Name (column, field,
Identifier
attribute) Database(s) Code(s) attribute)
Dimension Data Mapping DimInsuredName Usage_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuredName Usage_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuredName PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 1 of 158
DimInsuredName
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
Page 2 of 158
DimInsuredName
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 3 of 158
DimInsuredCompany
Resource Status
Target Source
Target Data Element Name Source Source Data Element Name
Instance Target Instance Rule Type Target Table Name Segment
(column, field, attribute) Database(s) (column, field, attribute)
Identifier Code(s)
Dimension Data Mapping DimInsuredCompany LegalEntity_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuredCompany LegalEntity_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuredCompany PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 1 of 158
DimInsuredCompany
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Page 2 of 158
DimInsuredCompany
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 3 of 158
DimInsuringCompany
Resource Status
Target Source
Target Data Element Name Source Source Data Element Name
Instance Target Instance Rule Type Target Table Name Segment
(column, field, attribute) Database(s) (column, field, attribute)
Identifier Code(s)
Dimension Data Mapping DimInsuringCompany LegalEntity_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuringCompany LegalEntity_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimInsuringCompany PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 1 of 158
DimInsuringCompany
Target
Form Additiona
Referenc
Transfor Target Target Rated/No l Last Last EA Data
Target e or Additional
Transformation Rule 1 mation Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments
Rule 2 mapped tested Rated/Ma ns / By Date ID
Table
nually Validity
Rated
Page 2 of 158
DimInsuringCompany
EA Data
Element
Group
EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 3 of 158
The DimManagedProduct structure is defined in this tab.
The SQL used to create an example view appears below.
The mapping information is provided below the SQL.
Resource
Chad
Target
Target Data Element Name (column, field,
Instance Target Instance Rule Type Target Table Name
attribute)
Identifier
Review
FND_FCML_DB CommercialInsurancePolicy
FND_FCML_DB
Move
Move See SQL example for join logic
Move See SQL example for join logic
Move
Move
If any Managed_Product is active then DerivedStatus_Tp = 3
Else DerivedStatus_Tp = 4
Use DerivedStatus_Tp value to lookup code in cross-reference
tables.
Use DerivedStatus_Tp value to lookup description in cross-
reference tables.
Given Managed_Product key where DerivedStatus_Tp = 3,
move MIN(Effective_Dt)
Given Managed_Product key where DerivedStatus_Tp = 3,
Use date chaining rules
move MAX(Expiration_Dt)
Given Managed_Product key where DerivedStatus_Tp = 3,
move MIN(Transaction_Ts)
Given Managed_Product key where DerivedStatus_Tp = 3,
Use date chaining rules
move MAX(Revision_Ts)
CDW 10/31/2007
CDW 10/29/2007
CDW 10/29/2007
CDW 10/29/2007
CDW 10/29/2007
CDW 10/29/2007
CDW 10/31/2007
CDW 10/31/2007
CDW 10/31/2007
CDW 10/31/2007
CDW 11/2/2007
EA Data
Element
Group
Additional EA Data EA Group
EA System ID Name EA Layout Name (Copy-book)
Comments Element ID Level
(table,
segment,
file, entity)
If "Squishing"
which
agreement_id
do we take?
EA Re- Comment
EA Data Element Name EA Data EA Occurs
defines Flag (EA va IS vs
(column, field, attribute) Type Number
IAA)
DimMoneyScheduler
JOIN RPT_FCML_DB_TEST.AnchorType
ON MoneySchedulerType_Id = AnchorType.AnchorType_Id
;
Dimension Data Mapping DimMoneyScheduler BillingPlan_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Page 1 of 158
DimMoneyScheduler
Target Source
Target Data Element Name (column, field, Source Segment Source Data Element Name (column, field,
Instance Target Instance Rule Type Target Table Name
attribute) Database(s) Code(s) attribute)
Identifier
Dimension Data Mapping DimMoneyScheduler BillPayor_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimMoneyScheduler BillPayor_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimMoneyScheduler PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 2 of 158
DimMoneyScheduler
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
Page 3 of 158
DimMoneyScheduler
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
Page 4 of 158
DimMoneyScheduler
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 5 of 158
DimMoneyScheduler
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 6 of 158
DimOrganizationUnit
The DimAgency structure is defined in this tab. The SQL used to create
an example view appears below. The mapping information is provided
below the SQL.
Resource Status
CREATE VIEW RPT_FCML_DB_TEST.DimOrganizationUnit AS
-- AGENCY
SELECT
OrganizationUnit.OrganizationUnit_Id AS OrganizationUnit_Id,
OrganizationUnit.Party_Id AS Party_Id,
Party.PartyType_Id AS PartyAnchor_Tp, Neha Agrawal Review
AnchorType.Type_Ds AS PartyAnchor_Ds,
SUBSTRING(Party.ExternalReference_Nb, 1,6) AS OrganizationUnit_Nb, --
Agency Code, Appt_Rgn_Ofc?, Appt_Super_Region, Appt_Division
State_Type.PHYSICAL_SOURCE_DOMAIN_VALUE
Target AS State_Nb, Target Data Element Source Source Data Element
State_Tp Source
Instance AS State_Tp,
Target Instance Rule Type Target Table Name Name (column, field, Segment Name (column, field,
State_Type.LOGICAL_SOURCE_DOMAIN_VALUE AS State_Cd, Database(s)
Identifier attribute) Code(s) attribute)
State_Type.DESCRIPTION AS State_Ds,
UnstructuredName1.Unstructured_Nm AS AbbreviatedName_Cd,
UnstructuredName2.Unstructured_Nm AS ShortName_Tt,
UnstructuredName3.Unstructured_Nm AS LongName_Tt,
OrganizationUnit.Effective_Dt AS Effective_Dt,
OrganizationUnit.Expiration_Dt
Dimension AS Expiration_Dt,
Row Building Rule DimOrganizationUnit FND_FCML_DB OrganizationUnit
OrganizationUnit.Transaction_Ts AS Transaction_Ts,
OrganizationUnit.Revision_Ts AS Revision_Ts,
OrganizationUnit.PopulationInfo_Id
Dimension Data Mapping AS PopulationInfo_Id
DimOrganizationUnit OrganizationUnit_Id FND_FCML_DB OrganizationUnit OrganizationUnit_Id
FROM FND_FCML_DB_TEST.OrganizationUnit
Dimension Data Mapping OrganizationUnit
DimOrganizationUnit Party_Id FND_FCML_DB OrganizationUnit Party_Id
Dimension Data Mapping DimOrganizationUnit PartyAnchor_Tp FND_FCML_DB Party PartyType_Id
JOIN FND_FCML_DB.Party Party
ONDimension Data Mapping
OrganizationUnit.Party_Id DimOrganizationUnit
= Party.Party_Id PartyAnchor_Ds FND_FCML_DB AnchorType Type_Ds
Dimension
AND Data
Party.PartyType_Id Mapping
= 42002000003 DimOrganizationUnit
-- AGENCY OrganizationalUnit_Nb FND_FCML_DB Party ExternalReference_Nb
INNER JOIN (
SELECT
Dimension Data Mapping DimOrganizationUnit AbbreviatedName_Cd FND_FCML_DB UnstructuredName Unstructured_Nm
Unstructured_Nm
FROM FND_FCML_DB.UnstructuredName
Dimension Data Mapping DimOrganizationUnit ShortName_Tt FND_FCML_DB UnstructuredName Unstructured_Nm
) AS UnstructuredName1
ON OrganizationUnit.Party_Id
Dimension = UnstructuredName1.Party_Id
Data Mapping DimOrganizationUnit LongName_Tt FND_FCML_DB UnstructuredName Unstructured_Nm
AND Usage_Tp = 6 -- Abbreviation
Dimension Data Mapping DimOrganizationUnit Effective_Dt FND_FCML_DB OrganizationUnit Effective_Dt
Dimension Data Mapping DimOrganizationUnit Expiration_Dt FND_FCML_DB OrganizationUnit Expiration_Dt
INNER JOIN (
Dimension
SELECT Data Mapping DimOrganizationUnit Transaction_Ts FND_FCML_DB OrganizationUnit Transaction_Ts
Unstructured_Nm
Dimension Data Mapping DimOrganizationUnit Revision_Ts FND_FCML_DB OrganizationUnit Revision_Ts
FROM FND_FCML_DB.UnstructuredName
) AS UnstructuredName2 Page 1 of 158
ON OrganizationUnit.Party_Id = UnstructuredName1.Party_Id
AND Usage_Tp = 7 -- Short name
INNER JOIN (
DimOrganizationUnit
Dimension Data Mapping DimOrganizationUnit PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 2 of 158
DimOrganizationUnit
Target
Form Additiona
Referenc
Target Target Rated/No l Last Last
Transformation Rule Target e or Additional
Transformation Rule 1 Form # Form # n- Exclusio Updated Updated Status ISSUE
2 Form # Lookup Comments
mapped tested Rated/Ma ns / By Date
Table
nually Validity
Rated
WHERE PartyType_Id in
For each targeted OrganizationUnit row, generate 1 (042002000003,
DimOrganizationUnit row. (For Agency, Appt Regional Office, 042002000014, DJL 1/29/2008
Appt Super Region and Appt Division only) 042002000015,
042002000016)
Move Where
CDW 11/9/2007
FND_FCML_DB.UNSTRUCTUREDNAME.USAGE_TP = 6
Move Where
CDW 11/9/2007
FND_FCML_DB.UNSTRUCTUREDNAME.USAGE_TP = 7
Move Where
CDW 11/9/2007
FND_FCML_DB.UNSTRUCTUREDNAME.USAGE_TP = 8
Move DJL 11/5/2007
Move DJL 11/5/2007
Move DJL 11/5/2007
Move DJL 11/5/2007
Page 3 of 158
DimOrganizationUnit
Target
Form Additiona
Referenc
Target Target Rated/No l Last Last
Transformation Rule Target e or Additional
Transformation Rule 1 Form # Form # n- Exclusio Updated Updated Status ISSUE
2 Form # Lookup Comments
mapped tested Rated/Ma ns / By Date
Table
nually Validity
Rated
Page 4 of 158
DimOrganizationUnit
EA Data
Element
Group
EA Data EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Element Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
ID Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 5 of 158
DimOrganizationUnit
EA Data
Element
Group
EA Data EA EA Data Element EA EA Re- Comment
EA System Name EA Layout Name (Copy- EA Data
Element Group Name (column, field, Occurs defines (EA va IS
ID (table, book) Type
ID Level attribute) Number Flag vs IAA)
segment,
file,
entity)
Page 6 of 158
DimPostalAddress
Target Source
Target Data Element Name Source Source Data Element Name (column, field,
Instance Target Instance Rule Type Target Table Name Segment
(column, field, attribute) Database(s) attribute)
Identifier Code(s)
Dimension Row Building Rule DimPostalAddress FND_FCML_DB PostalAddress See transformation rule
Dimension Data Mapping DimPostalAddress State_Cd FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimPostalAddress State_Ds FND_FCML_DB MASTER_DATA See Transformation Rule
Dimension Data Mapping DimPostalAddress PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 1 of 158
DimPostalAddress
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
Page 2 of 158
DimPostalAddress
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 3 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 1 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 2 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 3 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 4 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 5 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 6 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 7 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 8 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 9 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Page 10 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPackageRetentionPrfl CurrentActive_Ct RPT_FCML_DB DimCommercialPackage See Transformation Rule
Page 11 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPackageRetentionPrfl TwelveMoPriorActive_Ct RPT_FCML_DB DimCommercialPackage See Transformation Rule
Page 12 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPackageRetentionPrfl EffectiveMoBasicRetained_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Page 13 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPackageRetentionPrfl EffectiveYeartoDateBscRtn_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Page 14 of 158
FactMoPackageRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPackageRetentionPrfl UniqueLinesOnPackage_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoPackageRetentionPrfl PopulationInfo_Id RPT_FCML_DB PopulationInfo See transformation rule
Page 15 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
For the most current CommercialPackage row, generate 1 Where ETL processing date is >= Transaction_Ts
EVG 11/8/2007
FactMoPackageRetentionPrfl row AND ETL processing date < Revision_Ts
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
Move FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
Page 16 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
O.OrganizationUnit_Id AS Agency_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
Party_Id,
PartyRole_Id
FROM
Move FND_FCML_DB_TEST.PartyRoleInAgreement --
Party Role In Agr for Agency
) AS N
ON C.Agreement_Id = N.Agreement_Id
INNER JOIN (
SELECT
Party_Id,
PartyType_Id,
ExternalReference_Nb
FROM FND_FCML_DB_TEST.Party -- Party for
Agency
WHERE PartyType_Id = 042002000003 -- Agency
(Legal entity)
AND LENGTH(ExternalReference_Nb) > 2 -- The
Agency Number not the State Number
) AS N2
ON N.Party_Id = N2.Party_Id
INNER JOIN (
SELECT
Party_Id
FROM FND_FCML_DB_TEST.Party -- Party for
Page 17 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
M.Company_Id AS InsuringCompany_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Company_Id,
Party_Id
FROM FND_FCML_DB_TEST.Company
WHERE Company_Tp = 3 -- Nationwide
Operating Company
AND CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
) AS M
ON L.L2_Party_Id = M.Party_Id
;
Page 18 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
E3.Company_Id AS InsuredCompany_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
E.Party_Id AS E_Party_Id,
E2.Party_Id AS E2_Party_Id
Move FROM
FND_FCML_DB_TEST.PartyRoleInAgreement E --
Party Role in Agr for Insured Company
JOIN FND_FCML_DB_TEST.Party E2 -- Party
for Nationwide Company (Legal Entity)
ON E.Party_Id = E2.Party_Id
AND E2.PartyType_Id = 42002000007 --
Corporation (Insured)
) AS E
ON C.Agreement_Id = E.Agreement_Id
-- AND C.Effective_Dt = E.Effective_Dt
INNER JOIN (
SELECT
Company_Id,
Party_Id
FROM FND_FCML_DB_TEST.Company
WHERE CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
) AS E3
ON E2_Party_Id = E3.Party_Id
-- AND C.Effective_Dt = E3.Effective_Dt
Page 19 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
E3.Company_Id AS InsuredCompany_Id,
F.UnstructuredName_Id AS InsuredName_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
E.Party_Id AS E_Party_Id,
Move E2.Party_Id AS E2_Party_Id
FROM
FND_FCML_DB_TEST.PartyRoleInAgreement E --
Party Role in Agr for Insured Company
JOIN FND_FCML_DB_TEST.Party E2 -- Party
for Nationwide Company (Legal Entity)
ON E.Party_Id = E2.Party_Id
AND E2.PartyType_Id = 42002000007 --
Corporation (Insured)
) AS E
ON C.Agreement_Id = E.Agreement_Id
-- AND C.Effective_Dt = E.Effective_Dt
INNER JOIN (
SELECT
Company_Id,
Party_Id
FROM FND_FCML_DB_TEST.Company
WHERE CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
) AS E3
ON E2_Party_Id = E3.Party_Id
-- AND C.Effective_Dt = E3.Effective_Dt
Page 20 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
E3.Company_Id AS InsuredCompany_Id,
G.UnstructuredName_Id AS DBAName_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
E.Party_Id AS E_Party_Id,
Move E2.Party_Id AS E2_Party_Id
FROM
FND_FCML_DB_TEST.PartyRoleInAgreement E --
Party Role in Agr for Insured Company
JOIN FND_FCML_DB_TEST.Party E2 -- Party
for Nationwide Company (Legal Entity)
ON E.Party_Id = E2.Party_Id
AND E2.PartyType_Id = 42002000007 --
Corporation (Insured)
) AS E
ON C.Agreement_Id = E.Agreement_Id
-- AND C.Effective_Dt = E.Effective_Dt
INNER JOIN (
SELECT
Company_Id,
Party_Id
FROM FND_FCML_DB_TEST.Company
WHERE CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
) AS E3
ON E2_Party_Id = E3.Party_Id
-- AND C.Effective_Dt = E3.Effective_Dt
Page 21 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
K.PostalAddress_Id AS PostalAddress_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
Z.PartyRole_Id AS Z_PartyRole_Id,
Z2.Party_Id AS Z2_Party_Id,
Move Z2.PartyType_Id AS PartyType_Id,
Effective_Dt,
Expiration_Dt
FROM
FND_FCML_DB_TEST.PartyRoleInAgreement Z --
Party Role In Agr for Insured
JOIN FND_FCML_DB_TEST.Party Z2 -- Party for
Insured
ON Z.PartyRole_Id = Z2.Party_Id
AND Z2.PartyType_Id = 043003000001 -- Insured
WHERE CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
) AS Z
ON C.Agreement_Id = Z.Agreement_Id
INNER JOIN (
SELECT
ContactPreference_Id,
Party_Id,
Effective_Dt,
Expiration_Dt
FROM FND_FCML_DB_TEST.ContactPreference
WHERE Purpose_Tp = 3 -- Mailing Address
purpose
Page 22 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT
C.CommercialPackage_Id AS
CommercialPackage_Id,
V.MoneyScheduler_Id AS MoneyScheduler_Id,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
MoneyScheduler_Id,
Agreement_Id,
Effective_Dt,
Move Expiration_Dt
FROM FND_FCML_DB_TEST.MoneyScheduler
WHERE MoneySchedulerType_Id =
061007000000 -- Money Scheduler
/*
AND CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
*/
AND '2003-03-31' >= Effective_Dt
AND '2003-03-31' < Expiration_Dt
) AS V
ON C.Agreement_Id = V.Agreement_Id
;
Page 23 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT
C.CommercialPackage_Id,
AgreementStatus_Id,
C.PopulationInfo_Id
FROM (
SELECT
CommercialPackage_Id,
Agreement_Id as C_Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C
INNER JOIN (
SELECT Agreement_Id AS A_Agreement_Id
FROM FND_FCML_DB_TEST.Agreement A
WHERE AgreementType_Id = 11003010000
) AS A
ON C.C_Agreement_Id = A.A_Agreement_Id
Move INNER JOIN (
SELECT
Agreement_Id AS S_Agreement_Id,
AgreementStatus_Id,
Status_Tp
FROM FND_FCML_DB_TEST.AgreementStatus
WHERE Effective_Dt <= Current_Date
AND Current_Date < Expiration_Dt
) AS S
ON A.A_Agreement_Id = S.S_Agreement_Id
INNER JOIN (
SELECT PHYSICAL_SOURCE_DOMAIN_VALUE
, PHYSICAL_TARGET_DOMAIN_VALUE
FROM FND_FCML_DB_TEST.MASTER_DATA
WHERE PHYSICAL_TARGET_DOMAIN_NAME =
'FND_FCML_DB.AGREEMENTSTATUS.STATUS_
TP'
GROUP BY
PHYSICAL_SOURCE_DOMAIN_VALUE
, PHYSICAL_TARGET_DOMAIN_VALUE
UNION
SELECT ' ' AS
PHYSICAL_SOURCE_DOMAIN_VALUE
, 0 AS PHYSICAL_TARGET_DOMAIN_VALUE
Max Business Day of ETL Processing Month
Page 24 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
SELECT DISTINCT
C.CommercialPackage_Id AS
CommercialPackage_Id,
Y.Industry_Cd AS Industry_Cd,
C.PopulationInfo_Id AS PopulationInfo_Id
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Agreement_Id,
E.Party_Id AS E_Party_Id,
E2.Party_Id AS E2_Party_Id
Move FROM
FND_FCML_DB_TEST.PartyRoleInAgreement E --
Party Role in Agr for Insured Company
JOIN FND_FCML_DB_TEST.Party E2 -- Party
for Nationwide Company (Legal Entity)
ON E.Party_Id = E2.Party_Id
AND E2.PartyType_Id = 42002000007 --
Corporation (Insured)
) AS E
ON C.Agreement_Id = E.Agreement_Id
INNER JOIN (
SELECT
Party_Id,
Activity_Id,
Effective_Dt,
Expiration_Dt
FROM
FND_FCML_DB_TEST.ActivityPartyRelationship
-- Activity Party Relationship
WHERE RelationshipNature_Tp = 050020001 --
Associated with
AND CURRENT_DATE >= Effective_Dt
AND CURRENT_DATE < Expiration_Dt
IF ((CommercialPackage.Agreement_Id is not NULL Find MoneyProvisionElement.Base_Am where type
AND PackageCancel.Agreement_Id is NULL) = Full Term Premium and the row is current for the
OR PackageFuture.Agreement_Id is not NULL) reporting date.
THEN MOVE Base_Am EJV 12/20/2007
ELSE '0.00'
Page 25 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
) AS CommercialPackage
ON C.Agreement_Id =
CommercialPackage.Agreement_Id
Page 26 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package CDW 10/30/2007
-- TwelveMoPrior Active Status Joins
LEFT OUTER JOIN (
SELECT
Agreement_Id,
Effective_Dt,
Expiration_Dt,
PolicyEffective_Dt,
PolicyExpiration_Dt
FROM
FND_FCML_DB_TEST.CommercialPackage
/*
WHERE CURRENT_DATE - INTERVAL '1' YEAR
>= Effective_Dt
AND CURRENT_DATE - INTERVAL '1' YEAR <
Expiration_Dt
AND CURRENT_DATE - INTERVAL '1' YEAR >=
PolicyEffective_Dt
AND CURRENT_DATE - INTERVAL '1' YEAR <
PolicyExpiration_Dt
*/
WHERE '2002-03-31' >= Effective_Dt
AND '2002-03-31' < Expiration_Dt
Page 27 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
INNER JOIN (
SELECT
Calendar_Dt,
CalendarMonth_Nb,
CalendarMonthDay_Nb,
CalendarYear_Nb
FROM
RPT_FCML_APPS_TEST.DimCalendarDate
WHERE CalendarMonthDay_Nb = 1
) AS StartOfMonth -- Find last years month start
Page 28 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
FROM (
SELECT CommercialPackage_Id,
Agreement_Id,
PopulationInfo_Id
FROM
FND_FCML_DB_TEST.CommercialPackage
WHERE Transaction_Ts > '2003-02-28
00:00:00.0000'
AND Transaction_Ts < '2003-04-01 00:00:00.0000'
) AS C --Package
Page 29 of 158
FactMoPackageRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
EJV 12/20/2007
IF OrginalPolicyEffective_Dt is NULL
THEN 999
ELSE Calendar Date - OrginalPolicyEffective date in years CDW 11/20/2007
Count CommercialInsurancePolicy.PolicyPrefix_Cd
See SQL Example for Join Logic (tied to package and in the date range)
Page 30 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 31 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 32 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 33 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 34 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 35 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 36 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 37 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 38 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 39 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
See
MoneyView_P
ackage_20071
126.sql
Page 40 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
See
MoneyView_P
ackage_20071
126.sql
Page 41 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 42 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 43 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
See
MoneyView_P
ackage_20071
126.sql
Page 44 of 158
FactMoPackageRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
If multiple
rows before
the term begin,
take the latest.
If only rows
after term
begin, take the
earliest. See
MoneyView_P
ackage_20071
126.sql
changed back
to version 103
per Cheryl's
request
Page 45 of 158
FactMoManagedProductPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoManagedProductPrfl Calendar_Dt FND_FCML_DB ETL Processing Date
Fact Table Data Mapping FactMoManagedProductPrfl PackagePrefix_Cd FND_FCML_DB CommercialPackage PackagePrefix_Cd
Fact Table Data Mapping FactMoManagedProductPrfl ManagedProduct_Cd ADW_INFRASTRUCTURE DWP_SHR_DIM_PRDCT C_PKG_PLCY_PFX
Fact Table Data Mapping FactMoManagedProductPrfl CurrentActive_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoManagedProductPrfl TwelveMoPriorActive_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoManagedProductPrfl EffectiveMoBasicRetained_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoManagedProductPrfl EffectiveYearToDateBscRtn_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Page 1 of 158
FactMoManagedProductPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoManagedProductPrfl PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
Page 2 of 158
FactMoManagedProductPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
Page 4 of 158
FactMoManagedProductPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
ISSUE EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
See
MoneyView_P
ackage_20071
See
126.sql
MoneyView_P
ackage_20071
126.sql
See
MoneyView_P
If multiple
ackage_20071
rows
126.sqlbefore
the term begin,
take the latest.
If only rows
after term
begin, take the
earliest. See
MoneyView_P Page 5 of 158
ackage_20071
126.sql
FactMoManagedProductPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
ISSUE EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 6 of 158
FactMoPolicyRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPolicyRetentionPrfl CurrentActive_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoPolicyRetentionPrfl TwelveMoPriorActive_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoPolicyRetentionPrfl EffectiveMoBasicRetained_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Fact Table Data Mapping FactMoPolicyRetentionPrfl EffectiveYearToDateBscRtn_Ct FND_FCML_DB CommercialPackage See Transformation Rule
Page 1 of 158
FactMoPolicyRetentionPrfl
Target
Target Data Element Name (column, field, Source Data Element Name
Instance Target Instance Rule Type Target Table Name Source Database(s) Source Segment Code(s)
attribute) (column, field, attribute)
Identifier
Fact Table Data Mapping FactMoPolicyRetentionPrfl PopulationInfo_Id RPT_FCML_DB PopulationInfo See transformation rule
Page 2 of 158
FactMoPolicyRetentionPrfl
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
For the most current CommercialInsurancePolicy row for each Where ETL processing date is >= Transaction_Ts
EVG 11/8/2007
policy, generate 1 FactMoPolicyRetentionPrfl row AND ETL processing date < Revision_Ts
Target Form
Reference Additional Last
Target Form Target Form Target Form Rated/Non- Last
Transformation Rule 1 Transformation Rule 2 or Lookup Exclusions / Updated Status ISSUE
# # mapped # tested Rated/Manu Updated By
Table Validity Date
ally Rated
Page 4 of 158
FactMoPolicyRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
See
See
MoneyView_P
MoneyView_P
ackage_20071
ackage_20071
126.sql
126.sql
See
MoneyView_P
If multiple
ackage_20071
rows
126.sqlbefore
the term begin,
take the latest.
If only rows
after term
begin, take the
earliest. See
MoneyView_P
ackage_20071
126.sql Page 5 of 158
FactMoPolicyRetentionPrfl
EA Data
Element
Group EA Re- Comment
Additional EA Data EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Comments Element ID Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 6 of 158
InternalOrganizationHrchy
Resource Status
--CREATE VIEW
RPT_FCML_DB_TEST.InternalOrganizationHrchy AS
-- Division Level (records for all three levels)
SELECT
PartyRelationship_Id AS
InternalOrganizationHrchy_Id, Dale Lindquist Review
RelationshipNature_Tp,
Target Target Target Data Element
AnchorType.Type_Ds AS RelationshipNature_Ds, Source Source Segment Source Data Element Name
Instance Instance Rule Target Table Name Name (column, field, Transformation Rule 1
Parent.OrganizationUnit_Id AS Database(s) Code(s) (column, field, attribute)
Identifier Type attribute)
ParentOrganizationUnit_Id,
Child.OrganizationUnit_Id AS
For each Appt Division row as represented in the
ChildOrganizationUnit_Id, RelationshipNature_Tp of the TARGET, build one Division level
CASE WHEN RelationshipNature_Tp = 040010103 -- row.
Appt Agency for
Relationship RowRegion
Building Rule InternalOrganizationHrchy FND_FCML_DB PartyRelationship The block below is for the 110010101 (Appointment Division
THEN 'Y' -- TRUE Hierarchy) level. Include
PartyRelationship.RelationshipNature_Tp values:
ELSE 'N' -- FALSE 04001????1 (Appt Division for Division)
END
AS Lowest_In, Produce unique ID - Business key (RelationshipNature_Tp
CASE WHEN RelationshipNature_Tp
Relationship Data Mapping = 040010103 -- InternalOrganizationHrchy_Id
InternalOrganizationHrchy FND_FCML_DB PartyRelationship PartyRelationship_Id (110010101 - Appointment Division Hierarchy),
Appt Agency for Region PartyRelationship_Id)
THEN '2'
Relationship Data Mapping InternalOrganizationHrchy RelationshipNature_Tp FND_FCML_DB AnchorType AnchorType_Id 110010101 (Appointment Division Hierarchy)
WHEN RelationshipNature_Tp
Relationship Data Mapping = 040010102 -- Appt RelationshipNature_Ds
InternalOrganizationHrchy FND_FCML_DB AnchorType Type_Ds See SQL example for Join Logic
Region for Super Region Move
Relationship
THEN '1' Data Mapping InternalOrganizationHrchy ParentOrganizationUnit_Id FND_FCML_DB PartyRelationship RelatedParty_Id
WHEN RelationshipNature_Tp
Relationship Data Mapping
= 040010101 -- Appt
InternalOrganizationHrchy ChildOrganizationUnit_Id FND_FCML_DB PartyRelationship Party_Id Move
Super Region for Division
THEN '0'
Relationship Data Mapping InternalOrganizationHrchy Lowest_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
END
0
AS DepthFromParent_Nb,
Relationship Data Mapping InternalOrganizationHrchy DepthFromParent_Nb FND_FCML_DB PartyRelationship See Transformation Rule
CASE WHEN RelationshipNature_Tp = 040010101 --
Appt Agency forData
Relationship Region
Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule Y
THEN 'Y' -- TRUE
Relationship
ELSE Data Mapping
'N' -- FALSE InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
END
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
AS Topmost_In,Data Mapping
Relationship InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
PartyRelationship.Effective_Dt,
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
PartyRelationship.Expiration_Dt,
PartyRelationship.Transaction_Ts, - Population Cycle Description
PartyRelationship.Revision_Ts, - Population Timestamp ( date and time of population cycle)
(Transaction_Ts)
PartyRelationship.PopulationInfo_Id
Relationship Data Mapping InternalOrganizationHrchy PopulationInfo_Id FND_FCML_DB PopulationInfo See transformation rule
- Source System Label (description of application or system
from which the information last used to update the entity
FROM FND_FCML_DB_TEST.PartyRelationship instance was populated).
Page 2 of 158
InternalOrganizationHrchy
Relationship Data Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
Relationship Data Mapping InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Lowest_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
0
Relationship Data Mapping InternalOrganizationHrchy DepthFromParent_Nb FND_FCML_DB PartyRelationship See Transformation Rule
Relationship Data Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule Y
Relationship Data Mapping InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
Page 3 of 158
InternalOrganizationHrchy
If (PartyRelationship.RelationshipNature_Tp = 040010103) --
Appt Agency for Region
Then DepthFromParent_Nb = 2
Relationship Data Mapping InternalOrganizationHrchy DepthFromParent_Nb FND_FCML_DB PartyRelationship See Transformation Rule
Else If (PartyRelationship.RelationshipNature_Tp =
040010102) -- Appt Region for Super Region
Then DepthFromParent_Nb =1
Relationship Data Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
Relationship Data Mapping InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
Page 4 of 158
InternalOrganizationHrchy
Relationship Data Mapping InternalOrganizationHrchy Lowest_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
0
Relationship Data Mapping InternalOrganizationHrchy DepthFromParent_Nb FND_FCML_DB PartyRelationship See Transformation Rule
Relationship Data Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule Y
Relationship Data Mapping InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
Page 5 of 158
InternalOrganizationHrchy
If (PartyRelationship.RelationshipNature_Tp = 040010103) --
Relationship Data Mapping InternalOrganizationHrchy DepthFromParent_Nb FND_FCML_DB PartyRelationship See Transformation Rule Appt Agency for Region
Then DepthFromParent_Nb = 1
Relationship Data Mapping InternalOrganizationHrchy Topmost_Fl FND_FCML_DB PartyRelationship See Transformation Rule N
Relationship Data Mapping InternalOrganizationHrchy Effective_Dt FND_FCML_DB PartyRelationship Effective_Dt ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Expiration_Dt FND_FCML_DB PartyRelationship Expiration_Dt Default (high value)
Relationship Data Mapping InternalOrganizationHrchy Transaction_Ts FND_FCML_DB PartyRelationship Transaction_Ts ETL Processing Date
Relationship Data Mapping InternalOrganizationHrchy Revision_Ts FND_FCML_DB PartyRelationship Revision_Ts Default (high value)
Page 6 of 158
InternalOrganizationHrchy
EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 7 of 158
InternalOrganizationHrchy EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 8 of 158
InternalOrganizationHrchy EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated CDW 11/16/2007
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 9 of 158
InternalOrganizationHrchy EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 10 of 158
InternalOrganizationHrchy EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 11 of 158
InternalOrganizationHrchy EA Data
Target
Element
Form Additiona
Referenc Group
Target Target Rated/No l Last Last EA Data
Target e or Additional EA System Name
Transformation Rule 2 Form # Form # n- Exclusio Updated Updated Status ISSUE Element
Form # Lookup Comments ID (table,
mapped tested Rated/Ma ns / By Date ID
Table segment,
nually Validity
file,
Rated
CDW 11/16/2007
entity)
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
CDW 11/16/2007
Page 12 of 158
InternalOrganizationHrchy
Page 13 of 158
InternalOrganizationHrchy
Page 14 of 158
InternalOrganizationHrchy
Page 15 of 158
InternalOrganizationHrchy
Page 16 of 158
InternalOrganizationHrchy
Page 17 of 158
InternalOrganizationHrchy
Page 18 of 158
Population Information
Resource Status
Rakesh Verma N/A
Target Source
Target Data Element Name (column, field, Source Source Data Element Name (column, field,
Instance Target Instance Rule Type Target Table Name Segment
attribute) Database(s) attribute)
Identifier Code(s)
Page 19 of 158
Population Information
Target Form
Reference Additional Last
Transformat Target Form Target Form Target Form Rated/Non- Last Additional EA Data
Transformation Rule 1 or Lookup Exclusions / Updated Status ISSUE
ion Rule 2 # # mapped # tested Rated/Manu Updated By Comments Element ID
Table Validity Date
ally Rated
For each ETL batch or cycle, create one row DJL 6/5/2007
Produce unique ID - Business key (Source System, Subject
Area, 'FCML', 'ETL DATA LOAD', System Timestamp, CDW 11/2/2007
'Commercial Foundation')
Move DJL 6/5/2007
Move DJL 6/5/2007
Move DJL 6/5/2007
Move CDW 11/2/2007
Page 20 of 158
Population Information
EA Data
Element
Group EA Re- Comment
EA Group EA Data Element Name EA Data EA Occurs
EA System ID Name EA Layout Name (Copy-book) defines Flag (EA va IS vs
Level (column, field, attribute) Type Number
(table, IAA)
segment,
file, entity)
Page 21 of 158
Data
Element
Group
Name
(table,
Data mapped segment, Layout Name Group
Element ID N/A mapped? Mercator unit tested System ID file, entity) (Copy-book) Level
Last
Transformation Comments/ Last Updated
Data Element Name (column, field, attribute) Data Type Rule Questions Updated By Date
Additional
Status Comments
Resource # Type Name Location