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Create a Custom Batch Data Transform

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Create a Custom Batch Data Transform

After Document AI parses your payment advice and payment proof files, convert the numeric and text fields that represent currency and date values into the currency and date data types that payment reconciliation requires.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
User Permissions Needed
To create a custom batch data transform:

Data Cloud Architect permission set
  1. Create a custom batch data transform to convert the text and number fields parsed by Document AI into date and currency fields. Make sure that your data transform is able to resolve the currency ISO code from the payment details.
  2. For each output DLO, complete these steps.
    1. Add a transform node to convert all the fields in the DLO to the required data type. Optionally, add custom transformation logic or formula nodes.
    2. Select the three DLOs and add them to the default data space. Select the Add without filters checkbox.
    3. Map the output DLOs to the PaymentAdvice_std__dlm, PaymentAdviceLineInvoice_std__dlm, and PaymentProof_std__dlm data model objects.
  3. Save, build, and run the batch data transform. You can run the data transform manually or schedule it.
 
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