Formula Parameter Mapping

After defining a formula, as by the configurations in Define Formula Expressions, create the mapping needed for the use of the formula. To do so:

  1. Open the FintechOS Studio, open the main menu, select the Business Formulas, click on the Formula Parameter Mapping.
  2. Click the ''Insert'' button to add a new one or click the ''Delete'' button to erase a mapping.
  3. To create a new one, fill in the following:

    Field

    Data type

    Description

    Data Mapping TypeOption set

    Select the type from the list:

    • formula
    • insurance type.
    Master EntityOption set

    Choose the corresponding entity from where the user wishes to get the data.

    NOTE  
    Be sure to select the same entity as the entity for the formula created before.
    Operation NameOption set Choose the formula from the list.
    NameText Insert a name for the mapping.
  4. Click the ''Save and reload'' button.
  5. Click on ''Input'' to map the input to the fields from the entity.
  6. Click the ''Save and reload'' button.
  7. Select ''Output'' to map the results from the formula to the fields from the account.

  8. Click the ''Save and reload'' button.