Version: 19.11 (EOL)
Mappings
Mapping is the process of defining how a Txn and the properties it contains are read, sorted, filtered and rendered.
You can use mappings to define:
- the label for a property
- what the property
dataIndexis - which properties should be treated as
text,dateornumber - the format of values
- custom rules to control filtering and sorting
Attributes
For a list of supported attributes, see Reference > GlobalMapping.
Example
Mappings config
{
"mappings": {
"$applicants": {
"label": "Applicants",
"icon": "PermIdentityTwoTone",
"type": "tableExtended",
"dataSource": "properties['ApplicantsData']",
"properties": [
{
"label": "Status",
"dataIndex": "checkStatus",
"type": "alert"
},
{
"label": "Name",
"dataIndex": "name",
"type": "text"
},
{
"label": "Email",
"dataIndex": "email",
"type": "text"
}
],
"sections": [
{
"label": "Personal Info",
"type": "list",
"properties": [
{
"label": "Name",
"dataIndex": "name",
"type": "text",
"fullWidth": true
},
{
"label": "SSN",
"dataIndex": "ssn",
"type": "text"
},
{
"label": "Email",
"dataIndex": "email",
"type": "text"
}
]
},
{
"label": "Applicant Background Checks",
"type": "listExtended",
"statusColors": {
"Black": ["HARDFAIL"],
"LightGreen": ["LOW"],
"Green": ["VERIFIED", "PASSED", "ACCEPT", "APPROVE", "TRUSTED", "PASS"],
"Red": ["FAILED", "DECLINE", "HIGH", "FAIL"],
"Blue": ["REVIEW", "NEUTRAL", "UNVERIFIED"],
"Orange": ["INSUFFICIENT", "MEDIUM"]
},
"properties": [
{
"label": "FIS Chexsystems",
"properties": [
{
"label": "IDA",
"dataIndex": "integrations.[0].properties[0].value",
"type": "text"
},
{
"label": "Qualfile",
"dataIndex": "integrations.[0].properties[1].value",
"type": "text",
"link": {
"dataIndex": "integrations.[1].name",
"type": "html"
}
}
]
},
{
"label": "Threat Metrix",
"properties": [
{
"label": "DECISION",
"dataIndex": "integrations.[1].items[0].value",
"type": "text"
},
{
"label": "RISK RATING",
"dataIndex": "integrations.[1].items[1].value",
"type": "text",
"link": {
"dataIndex": "integrations.[1].items[1].link",
"type": "html"
}
},
{
"label": "SCORE",
"dataIndex": "integrations.[1].items[2].value",
"type": "number"
},
{
"label": "JSON",
"dataIndex": "integrations.[1].items[3].value",
"type": "text",
"link": {
"dataIndex": "integrations.[1].items[3].link",
"type": "json",
"encoding": "base64"
}
},
{
"label": "XML",
"dataIndex": "integrations.[1].items[4].value",
"type": "text",
"link": {
"dataIndex": "integrations.[1].items[4].link",
"type": "xml"
}
}
]
}
]
}
]
},
"$guarantorApplicant": {
"label": "Guarantor",
"type": "listStacked",
"properties": [
{
"label": "Type",
"dataIndex": ["properties['GuarantorType']", "formDataMap['GuarantorType']"],
"type": "text"
},
{
"label": "Name",
"dataIndex": ["properties['GuarantorName']", "formDataMap['GuarantorName']"],
"type": "text"
},
{
"label": "SSN #",
"dataIndex": ["properties['GuarantorSSN']", "formDataMap['GuarantorSSN']"],
"type": "text"
},
{
"label": "Email",
"dataIndex": ["properties['GuarantorEmail']", "formDataMap['GuarantorEmail']"],
"type": "text"
},
{
"label": "Date of Birth",
"dataIndex": ["properties['GuarantorDOB']", "formDataMap['GuarantorDOB']"],
"type": "text"
},
{
"label": "Phone #",
"dataIndex": ["properties['GuarantorPhone']", "formDataMap['GuarantorPhone']"],
"type": "text"
}
]
},
"$primaryApplicant": {
"label": "Applicants",
"type": "list",
"properties": [
{
"label": "Primary",
"properties": [
{
"label": "Type",
"dataIndex": ["properties['PrimaryType']", "formDataMap['PrimaryType']"],
"type": "text"
},
{
"label": "Name",
"dataIndex": ["properties['PrimaryName']", "formDataMap['PrimaryName']"],
"type": "text"
},
{
"label": "SSN #",
"dataIndex": ["properties['PrimarySSN']", "formDataMap['PrimarySSN']"],
"type": "text"
},
{
"label": "Email",
"dataIndex": ["properties['PrimaryEmail']", "formDataMap['PrimaryEmail']"],
"type": "text"
},
{
"label": "Date of Birth",
"dataIndex": ["properties['PrimaryDOB']", "formDataMap['PrimaryDOB']"],
"type": "text"
},
{
"label": "Phone #",
"dataIndex": ["properties['PrimaryPhone']", "formDataMap['PrimaryPhone']"],
"type": "text"
}
]
},
{
"label": "Secondary",
"properties": [
{
"label": "Type",
"dataIndex": [
"properties['SecondaryType']",
"formDataMap['SecondaryType']"
],
"type": "text"
},
{
"label": "Name",
"dataIndex": [
"properties['SecondaryName']",
"formDataMap['SecondaryName']"
],
"type": "text"
},
{
"label": "SSN #",
"dataIndex": ["properties['SecondarySSN']", "formDataMap['SecondarySSN']"],
"type": "text"
},
{
"label": "Email",
"dataIndex": [
"properties['SecondaryEmail']",
"formDataMap['SecondaryEmail']"
],
"type": "text"
},
{
"label": "Date of Birth",
"dataIndex": ["properties['SecondaryDOB']", "formDataMap['SecondaryDOB']"],
"type": "text"
},
{
"label": "Phone #",
"dataIndex": [
"properties['SecondaryPhone']",
"formDataMap['SecondaryPhone']"
],
"type": "text"
}
]
}
]
},
"$backgroundChecks": {
"label": "Background Checks",
"type": "listExtended",
"icon": "VerifiedUserTwoTone",
"statusColors": {
"Black": ["HARDFAIL"],
"LightGreen": ["LOW"],
"Green": ["VERIFIED", "PASSED", "ACCEPT", "APPROVE", "TRUSTED", "PASS"],
"Red": ["FAILED", "DECLINE", "HIGH", "FAIL"],
"Blue": ["REVIEW", "NEUTRAL", "UNVERIFIED"],
"Orange": ["INSUFFICIENT", "MEDIUM"]
},
"properties": [
{
"label": "FIS Chexsystems",
"properties": [
{
"label": "IDA",
"dataIndex": "properties['FisIda.PrimaryApplicant.verifyStatus']",
"type": "text"
},
{
"label": "IDV",
"dataIndex": "properties['FisIdv.PrimaryApplicant.idvVerifyStatus']",
"type": "text",
"link": {
"dataIndex": "properties['FisIdv.PrimaryApplicant.htmlReport']",
"type": "html"
}
},
{
"label": "OFAC",
"dataIndex": "properties['FisIdv.PrimaryApplicant.ofacStatus']",
"type": "text"
},
{
"label": "Qualfile",
"dataIndex": "properties['FisQualiFile.PrimaryApplicant.accountAcceptanceTxt']",
"type": "text",
"link": {
"dataIndex": "properties['FisQualiFile.PrimaryApplicant.htmlReport']",
"type": "html"
}
}
]
},
{
"label": "TIN Check",
"properties": [
{
"label": "TIN verification",
"dataIndex": [
"properties['TINCheckResult.Primary.result']",
"formDataMap['TINCheckResult.Primary.result']"
],
"type": "text",
"link": {
"dataIndex": [
"properties['TINCheckSOAPReponse.Primary.result']",
"formDataMap['TINCheckSOAPReponse.Primary.result']"
],
"type": "xml"
}
}
]
},
{
"label": "Threat Metrix",
"properties": [
{
"label": "Score",
"dataIndex": [
"properties['ThreatMetrixScore.PrimaryApplicant']",
"formDataMap['ThreatMetrixScore.PrimaryApplicant']"
],
"type": "number"
},
{
"label": "Decision",
"dataIndex": [
"properties['ThreatMetrixDecision.PrimaryApplicant']",
"formDataMap['ThreatMetrixDecision.PrimaryApplicant']"
],
"type": "text",
"link": {
"dataIndex": [
"properties['ThreatMetrixQueryResponse.PrimaryApplicant']",
"formDataMap['ThreatMetrixQueryResponse.PrimaryApplicant']"
],
"type": "json"
}
},
{
"label": "Risk rating",
"dataIndex": [
"properties['ThreatMetrixRiskRating.PrimaryApplicant']",
"formDataMap['ThreatMetrixRiskRating.PrimaryApplicant']"
],
"type": "text"
}
]
}
]
},
"$primaryName": {
"label": "Primary applicant",
"icon": "PersonOutlineOutlined",
"dataIndex": ["properties['PrimaryName']", "formDataMap['PrimaryName']"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$appId": {
"label": "App ID",
"icon": "FontDownloadOutlined",
"dataIndex": ["job.jobRefNumber", "trackingCode"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$product": {
"label": "Product",
"icon": "WorkOutlineOutlined",
"dataIndex": ["job.name", "formName"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$currentQueue": {
"label": "Current queue",
"icon": "FlagOutlined",
"dataIndex": "groupName",
"type": "text",
"sorter": true,
"filter": {
"type": "multiselect",
"options": ["Error Review", "Fraud Review", "Manual Review"]
}
},
"$appAge": {
"label": "App age",
"icon": "EventOutlined",
"dataIndex": "job.timeCreated",
"type": "date",
"format": "relative",
"sorter": true,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$assigned": {
"label": "Assigned to",
"icon": "AccountCircleOutlined",
"dataIndex": "userLoginName",
"type": "text",
"sorter": true,
"filter": {
"type": "multiselect",
"options": [
"[email protected]",
"[email protected]",
"[email protected]",
"[email protected]",
"[email protected]",
"[email protected]",
"[email protected]"
]
}
},
"$currentStep": {
"label": "Current Step",
"icon": "TaskID",
"dataIndex": "job.currentStep",
"type": "text",
"sorter": false
},
"$currentTask": {
"label": "Current task",
"icon": "TaskID",
"dataIndex": "formName",
"type": "text",
"sorter": false
},
"$taskCreated": {
"label": "Task Created",
"icon": "TaskCreated",
"dataIndex": "timeCreated",
"type": "date",
"format": "relative",
"sorter": true,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$appLastModified": {
"label": "Last modified",
"icon": "LastModified",
"dataIndex": "job.timeLastModified",
"type": "date",
"sorter": false,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$formLastModified": {
"label": "Last modified",
"icon": "LastModified",
"dataIndex": ["timeUserLastModified"],
"type": "date",
"sorter": true,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$appStatus": {
"label": "App status",
"icon": "AppStatus",
"dataIndex": "job.status",
"type": "text",
"sorter": false
},
"$taskStatus": {
"label": "Task Status",
"icon": "TaskStatus",
"dataIndex": "formStatus",
"type": "text",
"sorter": true,
"filter": {
"type": "multiselect",
"options": ["Assigned", "Opened", "Saved", "Completed", "Abandoned"]
}
},
"$dateOfBirth": {
"label": "Date of birth",
"dataIndex": ["properties['PrimaryDOB']", "formDataMap['PrimaryDOB']"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$SSN": {
"label": "SSN #",
"dataIndex": ["properties['PrimarySSN']", "formDataMap['PrimarySSN']"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$email": {
"label": "Email",
"dataIndex": ["properties['PrimaryEmail']", "formDataMap['PrimaryEmail']"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$phone": {
"label": "Phone #",
"dataIndex": ["properties['PrimaryPhone']", "formDataMap['PrimaryPhone']"],
"type": "text",
"sorter": false,
"filter": {
"type": "input"
}
},
"$appSubmitted": {
"label": "App submitted",
"dataIndex": "job.timeCreated",
"type": "date",
"sorter": true,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$appCreated": {
"label": "App created",
"dataIndex": "timeCreated",
"type": "date",
"sorter": true,
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
},
"$formStatus": {
"label": "Form status",
"icon": "TaskStatus",
"dataIndex": "formStatus",
"type": "text",
"sorter": true,
"filter": {
"type": "multiselect",
"options": ["Assigned", "Opened", "Saved", "Completed", "Abandoned"]
}
},
"$beneficiary": {
"label": "Beneficiary",
"icon": "InfoTwoTone",
"type": "list",
"properties": [
{
"label": "Type",
"dataIndex": [
"properties['BeneficiaryType']",
"formDataMap['BeneficiaryType']"
],
"type": "text"
},
{
"label": "Name",
"dataIndex": [
"properties['BeneficiaryName']",
"formDataMap['BeneficiaryName']"
],
"type": "text"
},
{
"label": "SSN #",
"dataIndex": ["properties['BeneficiarySSN']", "formDataMap['BeneficiarySSN']"],
"type": "text"
},
{
"label": "Email",
"dataIndex": [
"properties['BeneficiaryEmail']",
"formDataMap['BeneficiaryEmail']"
],
"type": "text"
},
{
"label": "Date of Birth",
"dataIndex": ["properties['BeneficiaryDOB']", "formDataMap['BeneficiaryDOB']"],
"type": "text"
},
{
"label": "Phone #",
"dataIndex": [
"properties['BeneficiaryPhone']",
"formDataMap['BeneficiaryPhone']"
],
"type": "text"
}
]
},
"$sentEmails": {
"label": "Sent emails",
"icon": "InfoTwoTone",
"type": "table",
"dataSource": "properties['EmailList']",
"properties": [
{
"label": "Date sent",
"dataIndex": "dateAttempted",
"type": "date"
},
{
"label": "Info",
"dataIndex": "name",
"type": "text"
},
{
"label": "Delivery status",
"dataIndex": "emailSent",
"type": "text"
},
{
"label": "Follow up",
"dataIndex": "followUp",
"type": "text"
}
]
},
"$applicantValidations": {
"label": "Applicant validations",
"icon": "VerifiedUserTwoTone",
"type": "table",
"dataSource": "properties['GenericContent']",
"properties": [
{
"label": "Type",
"dataIndex": "type",
"type": "text"
},
{
"label": "View report",
"link": {
"dataIndex": "htmlContent",
"type": "html",
"encoding": "base64"
}
},
{
"label": "View JSON",
"link": {
"dataIndex": "jsonContent",
"type": "json",
"encoding": "base64"
}
},
{
"label": "View XML",
"link": {
"dataIndex": "xmlContent",
"type": "xml",
"encoding": "base64"
}
},
{
"label": "View PDF",
"link": {
"dataIndex": "pdfContent",
"type": "pdf"
}
}
]
},
"$taskSla": {
"label": "SLA",
"dataIndex": "properties['taskSla']",
"type": "alert",
"warning": "1 week",
"filter": {
"type": "picker",
"options": {
"minDate": "{{ date('1 month ago') }}",
"maxDate": "{{ date('now') }}"
}
}
}
}
}