Import Client Data
Upload bespoke client files — CSV, JSON, XML, FpML — and map columns to CDM with AI assistance
📂
Drag & drop files here, or click to browse
Supports CSV, JSON, XML, FpML — Max 50MB
Mapping Configuration
→
| Source Field | Target Field | Transform | Status |
|---|---|---|---|
| trade_id | tradeIdentifier.identifier.value | Direct Map | Mapped |
| trade_date | tradeDate.value | Date Format (YYYY-MM-DD) | Mapped |
| product_type | product.contractualProduct.productIdentification | Enum Lookup | Mapped |
| notional_amount | payout.priceQuantity.quantitySchedule.value | Parse Number | Mapped |
| currency | payout.priceQuantity.unitOfAmount.currency.value | ISO 4217 Validate | Mapped |
| counterparty_lei | party.partyId.identifier.value | LEI Validation | Mapped |