Update PIF

Overview

Users can update the PIF Mapping of an institution to update the order of mapping or to add to remove mapped fields.

Resource Access

PUT https://<hostname>/institution/v1/pifMapping/<pifid>

Attributes

FieldSub-fieldAdditional Information
mappingMandatory
nameOptional
udf1-50Optional
formatOptional
headerOptional
footerOptional
columnsMandatory SID, Amount
groupByOptional
dateFormatOptional
columnOptions
  • id
  • name
  • ranges
userRequired
Optional
dateDelimiterOptional
sampleFile
  • fileName
  • file
Optional
templateactions
  • id
  • order
  • action
  • column
  • columnName
Optional
preactions
  • id
  • order
  • action
Optional
postactions
  • id
  • order
  • action
Optional
addDecimalOptional
isStandardMappingOptional
isInstitutionMappingOptional
associatedInstitutionIdOptional
authenticateVirtualCardOptional
authenticateVirtualCardFieldsOptional
multiUseFieldsid
field
columns
Optional
columnOptionsid
name
ranges
  • start
  • end
userRequired
Optional
duplicateRulesOptional
idOptional
fieldsOptional

Example Request

🚧

Update PIF:
PUT https://<hostname>/institution/v1/pifMapping/8afd6025-c4d0-537d-a66b-e33605d7619e
Host: <hostname>
Authorization: Bearer <JWT token>
Content-Type: application/json


{
   "mapping": {
       "name": "Custom PIF File Mapping 2",
       "format": "text/csv",
       "header": 0,
       "footer": 0,
       "groupBy": "sid,transactionId",
       "sampleFile": {
           "file": [
               [
                   "SID",
                   "1",
                   "NID",
                   "FID",
                   "BID",
                   "12/03/22",
                   "TRANSACTION-ID",
                   "CHK",
                   "789878987",
                   "12/03/22",
                   "10",
                   "REF1",
                   "REF 2"
               ]
           ],
           "fileName": "Sample file.csv"
       },
       "isInstitutionMapping": false,
       "dateFormat": "DDMMYYYY",
       "dateDelimiter": "",
       "addDecimal": true,
       "udf1": "",
       "udf2": "",
       "udf3": "",
       "udf4": "",
       "udf5": "",
       "udf6": "",
       "udf7": "",
       "udf8": "",
       "udf9": "",
       "udf10": "",
       "udf11": "",
       "udf12": "",
       "udf13": "",
       "udf14": "",
       "udf15": "",
       "udf16": "",
       "udf17": "",
       "udf18": "",
       "udf19": "",
       "udf20": "",
       "udf21": "",
       "udf22": "",
       "udf23": "",
       "udf24": "",
       "udf25": "",
       "udf26": "",
       "udf27": "",
       "udf28": "",
       "udf29": "",
       "udf30": "",
       "udf31": "",
       "udf32": "",
       "udf33": "",
       "udf34": "",
       "udf35": "",
       "udf36": "",
       "udf37": "",
       "udf38": "",
       "udf39": "",
       "udf40": "",
       "udf41": "",
       "udf42": "",
       "udf43": "",
       "udf44": "",
       "udf45": "",
       "udf46": "",
       "udf47": "",
       "udf48": "",
       "udf49": "",
       "udf50": "",
       "multiUseFields": [
           {
               "id": "453ce40a-568f-406a-9294-8b03aa2615c4",
               "field": "invoiceOpenAmounts:multi",
               "columns": [
                   "invoiceCreditAmounts:multi",
                   "invoiceDiscountAmounts:multi",
                   "invoiceTotalDues:multi"
               ]
           }
       ],
       "columns": [
           [
               "0",
               "sid"
           ],
           [
               "1",
               "amount"
           ],
           [
               "2",
               "nid"
           ],
           [
               "3",
               "fid"
           ],
           [
               "4",
               "bid"
           ],
           [
               "5",
               "fileDate"
           ],
           [
               "6",
               "transactionId"
           ],
           [
               "7",
               "accountType"
           ],
           [
               "8",
               "invoiceNumbers"
           ],
           [
               "9",
               "invoiceDates"
           ],
           [
               "10",
               "invoiceAmounts"
           ],
           [
               "11",
               "reference1"
           ],
           [
               "12",
               "reference2"
           ],
           [
               "13",
               "reference3"
           ],
           [
               "14",
               "reference4"
           ]
       ],
       "columnOptions": [
           {
               "id": "0",
               "name": "sid",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "1",
               "name": "amount",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "2",
               "name": "nid",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "3",
               "name": "fid",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "4",
               "name": "bid",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "5",
               "name": "fileDate",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "6",
               "name": "transactionId",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "7",
               "name": "accountType",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "8",
               "name": "invoiceNumbers",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "9",
               "name": "invoiceDates",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "10",
               "name": "invoiceAmounts",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "11",
               "name": "reference1",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "12",
               "name": "reference2",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "13",
               "name": "reference3",
               "ranges": {},
               "userRequired": false
           },
           {
               "id": "14",
               "name": "reference4",
               "ranges": {},
               "userRequired": false
           }
       ]
   },
   "template": {
       "preactions": [
           {
               "action": "openCSVFile"
           }
       ],
       "actions": [
           {
               "action": "rename",
               "column": 0,
               "columnName": "sid"
           },
           {
               "action": "rename",
               "column": 1,
               "columnName": "amount"
           },
           {
               "action": "rename",
               "column": 2,
               "columnName": "nid"
           },
           {
               "action": "rename",
               "column": 3,
               "columnName": "fid"
           },
           {
               "action": "rename",
               "column": 4,
               "columnName": "bid"
           },
           {
               "action": "rename",
               "column": 5,
               "columnName": "fileDate"
           },
           {
               "action": "rename",
               "column": 6,
               "columnName": "transactionId"
           },
           {
               "action": "rename",
               "column": 7,
               "columnName": "accountType"
           },
           {
               "action": "rename",
               "column": 8,
               "columnName": "invoiceNumbers"
           },
           {
               "action": "rename",
               "column": 9,
               "columnName": "invoiceDates"
           },
           {
               "action": "rename",
               "column": 10,
               "columnName": "invoiceAmounts"
           },
           {
               "action": "rename",
               "column": 11,
               "columnName": "reference1"
           },
           {
               "action": "rename",
               "column": 12,
               "columnName": "reference2"
           },
           {
               "action": "rename",
               "column": 13,
               "columnName": "reference3"
           },
           {
               "action": "rename",
               "column": 14,
               "columnName": "reference4"
           },
           {
               "action": "dateFormat",
               "format": "DDMMYYYY"
           },
           {
               "action": "groupBy",
               "columnName": "sid,transactionId"
           },
           {
               "action": "addDecimal",
               "columnName": "amount"
           },
           {
               "action": "addDecimal",
               "columnName": "invoiceAmounts"
           },
           {
               "action": "fixAmount",
               "columnName": "amount"
           },
           {
               "action": "fixAmount",
               "columnName": "invoiceAmounts"
           }
       ],
       "postactions": []
   },
   "duplicateRules": [
       {
           "id": 1,
           "order": 1,
           "fields": [
               "amount",
               "transactionId"
           ]
       }
   ],
   "authenticateVirtualCard": true,
   "authenticateVirtualCardFields": [
       {
           "field": "nid",
           "label": "Network ID (NID)",
           "displayOption": "pre-populate",
           "displayName": "Network ID - NID",
           "id": 1
       },
       {
           "field": "reference1",
           "label": "Reference 1",
           "displayOption": "pre-populate",
           "displayName": "Auth No.",
           "id": 2
       },
       {
           "field": "fid",
           "label": "Institution ID (FID)",
           "displayOption": "validate",
           "displayName": "Institution ID - FID",
           "id": 3
       }
   ]
}



Example Response

👍

HTTP Status: 204


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