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CFIN-MDG Mapping Setup Guide

This document provides instructions for mapping client financial data in a system. It explains that a new button is available to assign an external CFIN mapping ID to an internal mapping ID. Once the IDs are aligned, the button can be pressed to align the client financial structures based on the mapping name entered.

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Ankit Harish
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18 views3 pages

CFIN-MDG Mapping Setup Guide

This document provides instructions for mapping client financial data in a system. It explains that a new button is available to assign an external CFIN mapping ID to an internal mapping ID. Once the IDs are aligned, the button can be pressed to align the client financial structures based on the mapping name entered.

Uploaded by

Ankit Harish
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

1.

) Main settings:

2.) Main settings: where to find CFin mapping


Not sure if NONE is really needed
if it is in the same client
3.) Pull mapping:

A new button is available:

But first you need to assign the CFIN-MDG-Mapping ID (external mapping ID) to the internal
MCDelta mapping ID:
Enter the name of the CFIn mapping and press the button to align the structures:

4.) Now go back to the mapping list and press the button we activated earlier.

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