Angle Finance Mappings: Corporate Type

Corporate Type

This page is currently under construction

Field Names

The "Corporate Type" field can be found in Catch-e on the Clients / Contact page.

Angle Finance refers to this field as "entityType".

Below are the accepted 'Corporate Types' by Angle Finance.

| entityType |
| --- | | Partnership | | ProprietaryLimitedCompany | | Trust | | Government | | Other | | LimitedCompany |

Mappings

Below is how the Catch-e 'Corporate Type' options are mapped to Angle Finance

| Catch-e |
| --- | | Australian Company - Public | | Australian Company - Private | | Foreign Unregistered Company - Public | | Foreign Registered Company - Public | | Government Entity | | Individual | | Trust - Private | | Incorporated Association | | Cooperative | | Partnership | | Foreign Registered Company - Private | | Sole Trader | | Trust - Regulated | | Unincorporated Association | | Foreign Unregistered Company - Private |

| Angle Finance |
| --- | | LimitedCompany | | ProprietaryLimitedCompany | | LimitedCompany | | LimitedCompany | | Government | | Other | | Trust | | Other | | Other | | Partnership | | ProprietaryLimitedCompany | | Other | | Trust | | Other | | ProprietaryLimitedCompany |

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## Angle Interface mappingsselect tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idleft join fm_driver_employment_types as det on det.driver_employment_type_code = tift.field_valuewhere tif.interface_type = 'angle' and tif.interface_field_name = 'entityType'and tift.status_flag = 'active';select ct.corporate_code, ct.description as corporate_type, st1.interface_valuefrom gb_corporate_types as ctleft join (select tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idleft join fm_driver_employment_types as det on det.driver_employment_type_code = tift.field_valuewhere tif.interface_type = 'angle' and tif.interface_field_name = 'entityType'and tift.status_flag = 'active') as st1 on st1.field_value = ct.corporate_codeORDER BY ct.description;

Fees

Default Mapping

Below is how the 'Fees' are mapped to Angle Finance by default

Inverted Mapping

Below is how the 'Fees' can be inverted of you want to apply the field values in this way.

Useful Queries

## Angle Mappingselect tif.*from qt_interface_fields as tifwhere tif.interface_type = 'angle' and tif.table_name = 'qt_quotes' and tif.interface_field_name IN ('ESTFEENL','ORIGFEE');

Fuel Type

This page is currently under construction

Fuel Type → fuelType

Angle Finance 'fuelType' is mapped from the Quotes / Vehicle Specifications "Fuel Type" field.

Below are the accepted values for 'fuelType'.

| fuelType |
| --- | | Petrol | | Diesel | | Hybrid | | LPG | | CNG | | Electric | | CNG+Others | | DIESEL | | DIESEL/ELECTRIC | | ELECTRIC | | HYDROGEN/ELECTRIC | | LEADED PETROL | | LIQUID PETROLEUM GAS | | NOT PROVIDED | | PREMIUM UNLEADED/ELECTRIC | | PREMIUM UNLEADED PETROL | | UNLEADED PETROL | | UNLEADED PETROL/ELECTRIC | | ELECTRIC/PULP |

Default Mapping

Below is the default system mapping. Review and update the mapping to suit your system's data.

** If no other mapping will match, the null mapping record will be applied.

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## fuelType valuesselect tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_name, tift.field_valuefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'fuelType'ORDER BY tift.interface_value;## Fuel Type list with mappingsselect ftt.fuel_type_external_code, ftt.fuel_type_code, st1.interface_value, st1.interface_field_name, st1.interface_type, st1.table_name, st1.field_name, st1.field_valuefrom qt_fuel_type_translations as fttleft join (select tif.interface_type, tif.interface_field_name, interface_value, tif.table_name, tif.field_name, tift.field_valuefrom qt_interface_field_translations as tiftinner join qt_interface_fields as tif on tif.interface_field_id = tift.interface_field_id        and tif.interface_type = 'angle' and tif.interface_field_name = 'fuelType' ) as st1 on st1.field_value = ftt.fuel_type_codeorder by st1.field_value, ftt.fuel_type_external_code;

Gender

Gender → gender

The "Gender" field can be found in Catch-e on the Drivers / Contact tab.

Angle Finance refers to this field as "Gender".

Below are the accepted 'Genders' by Angle Finance.

| gender |
| --- | | Male | | Female | | Unknown |

Mappings

Below is how the Catch-e 'Gender' options are mapped to Angle Finance

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## Angle Mappingselect tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idwhere tif.interface_type = 'angle' and tift.status_flag = 'active'and tif.field_name = 'gender'order by tif.table_name, tif.field_name, tift.interface_value;

Industry

Field Names

The "Industry" field can be found in Catch-e on the Clients / Contact page.

Angle Finance refers to this field as "industry".

Industry definitions are based off the Australian and New Zealand Standard Industrial Classification (ANZSIC codes) and need to be mapped accordingly.

Refer https://www.ato.gov.au/calculators-and-tools/business-industry-code-tool-anzsic-coder for more information.

NOTE: You can also reference the ANZSIC Code to enter in the "SIC Code" field below "Industry" in Catch-e, which is a mandatory field for Angle Finance.

Default Mapping

The default mapping will select 'T999999' for all records and pass this into the JSON file.

To return your stored client codes in the JSON file, map your codes to the format accepted by Angle.

Useful Queries

## Angle Interface mappingsselect tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifinner join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idwhere tif.interface_type = 'angle' and tif.interface_field_name = 'industry'and tift.status_flag = 'active';## Industry Typeselect cli.client_industry_code, st1.interface_valuefrom fm_client_industries as clileft join (select tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idleft join fm_driver_employment_types as det on det.driver_employment_type_code = tift.field_valuewhere tif.interface_type = 'angle' and tif.interface_field_name = 'industry'and tift.status_flag = 'active') as st1 on st1.field_value = cli.client_industry_codewhere cli.status_flag = 'active';

Marital Status

This page is currently under construction.

Marital Status → relationshipStatus

The "Marital Status" field can be found in Catch-e on the Drivers / Finances tab.

Angle Finance refers to this field as "relationshipStatus".

Below are the accepted 'Relationship Statuses' by Angle Finance.

| relationshipStatus |
| --- | | Married | | Separated | | Divorced | | Single | | DeFacto | | Widowed | | Unspecified |

Mappings

Below is how the Catch-e 'Marital Status' options are mapped to Angle Finance

| Marital Status |
| --- | | null | | De Facto | | Divorced | | Married | | Other | | Separated | | Single | | Widowed |

| Angle - relationshipStatus |
| --- | | Unspecified | | DeFacto | | Divorced | | Married | | Unspecified | | Separated | | Single | | Widowed |

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

## Angle Mappingselect tif.table_name, tif.field_name, tift.field_value, tif.interface_field_name, tift.interface_valuefrom qt_interface_fields as tifleft join qt_interface_field_translations as tift on tift.interface_field_id = tif.interface_field_idwhere tif.interface_type = 'angle' and tift.status_flag = 'active'and tif.field_name = 'marital_status'order by tif.table_name, tif.field_name, tift.field_value;

New Used

This page is currently under construction

New or Used → assetCondition

Quotes / Vehicle "New or Used" field.

Angle Finance refers to this field as "assetCondition".

Below are the accepted 'New or Used' entries for Angle Finance.

| assetCondition |
| --- | | Demo | | New | | Used |

Mappings

Below is how 'New or Used' is mapped to Angle Finance

| New or Used |
| --- | | Demonstrator | | New | | Used |

| assetCondition |
| --- | | Demo | | New | | Used |

Mapping Updates

If Angle modify this list by adding more field name options or remove existing values, refer to the Mapping Updates process pages.

Useful Queries

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