Reltio Connect

Hi everyone,

I need some guidance on mapping customer elements to the Financial Account entity within the Financial Velocity Pack.

Current Scenario:

I have data elements related to financial accounts, such as:

• AccountId

• CustomerId

• AccountNum

In addition to these financial account attributes, there are associated customer details like:

• Address (line1, line2, etc.)

• TaxId

• Other customer-specific information

Existing Customer Table:

• The customer table already contains all master elements (name, address, taxId, phone, etc.).

Question:

When mapping the Financial Account entity, it only contains account-related attributes. However, the account also has associated details such as address, taxId, and other customer elements. How can I effectively map these associated customer elements to ensure they are retained within the Financial Product entity?

I would appreciate any best practices or examples on how to achieve this mapping. Thank you for your assistance!

I request someone to review and help me with this mapping. Thank you.

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Rushyendar Akula
Datasys Inc
Concord NC
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