Select a Step
Run a preview to see results.
Run a preview to see output data.
Run a preview to see dropped rows.
Run a preview to see dropped rows.
| Step | In | Out | Details |
|---|---|---|---|
| Run a preview to see logs. | |||
Run a "Test Merge" to see logs.
Run "Test Merge" to see merge-specific logs.
Run a "Test Merge" to see the final DB preview.
Run "Test Merge" to see a preview of the WorkingDB.
The unique key for this vendor (e.g., REFINITIV). This is required.
Use tokens:
{DATE_FROM}, {DATE_TO}, {IDENTIFIERS} (if enabled).Select a
.py file from the /downloaders directory.
This source type is for manual uploads. To preview, use the "Upload Excel/CSV to Preview" button that appears above this form when this step is selected.
Identifier Chain
Classification Rules
Key Columns
(Read from Classification step)
Common Mappings
Define mappings for fields common to ALL corporate actions, like the Event ID.
Action-Specific Mappings
Configure all required fields (including common fields like ExDate) for each CA type.
Use this for complex logic. This overrides conditions below.
Output Columns
e.g.,
col1, col2. Leave empty to dedupe on all columns.Columns to Parse
A descriptive name for this step (e.g., "Map Franking Amount").
Map Configuration
Builds a map from a filtered subset (e.g., 'FRANK' rows) and applies it to target rows (e.g., 'DIV' rows).
If blank, applies to all rows based on key.
Value to use if no map is found.
This is the final step. You can run a "dry run" to test the full pipeline, including the merge logic, without writing to the database. The logs will show exactly what the system *would have done*.