Setup Entity Pattern Mappers

This guide walks through setting up entity pattern mappers for a new bank.

Prerequisites

• Access to a bank that already has entity pattern mappers configured (the “source” bank)
• Access to the bank that needs the new entity pattern mappers (the “target” bank)

Step 1: Export and import entity patterns

Before creating the mappers, four entity patterns need to be imported into the target bank.

1. In the source bank, navigate to Admin > Entities > Entity patterns
2. Find Internal BookMe Meeting and click the export icon (first icon in the list)
3. In the modal that opens, click Copy, then close the modal
4. Switch to the target bank and navigate to Admin > Entities > Entity patterns
5. Click Import in the top right corner of the page
6. Paste the copied content into the textarea and confirm the import

Repeat this process for the remaining three entity patterns:

• AccountId Resolver
• Bookme meeting
• Salesforce meeting id resolver

Step 2: Create entity pattern mappers

Once all four entity patterns have been imported, navigate to Entity pattern mapper and click Create in the top right corner.

Add the following four mappers:

1. BookMeMeeting

Field	Value
Use case	BookMeMeeting
Entity pattern	Bookme meeting

2. InternalBookMeMeeting

Field	Value
Use case	InternalBookMeMeeting
Entity pattern	Internal BookMe Meeting

3. CustomerOverviewAccountIdResolver

Field	Value
Use case	CustomerOverviewAccountIdResolver
Entity pattern	AccountId Resolver

This mapper also requires a field mapping:

1. Click Add Field mapping
2. Set Pattern part to business-account
3. Set Entity field to Id

4. SummaryMeetingIdResolver

Field	Value
Use case	SummaryMeetingIdResolver
Entity pattern	Salesforce meeting id resolver

This mapper also requires a field mapping:

1. Click Add Field mapping
2. Set Pattern part to bookme-event-detail
3. Set Entity field to BookingFlowId