Common Mapping Patterns
The following patterns appear in almost every CDM onboarding engagement. Recognising the pattern early saves significant time.
Pattern A: Customer Master → Multiple CDM Entities (1 source → many targets)
Most client systems store a "Customer Master" or "Party Master" table that combines what CDM considers three or four distinct entities. This is the most common pattern in banking, telco, and retail deployments.
| Source columns in CUSTOMER_MASTER | CDM target entity |
|---|---|
| CUST_ID, FIRST_NAME, LAST_NAME, DATE_OF_BIRTH, GENDER, MARITAL_STATUS, OCCUPATION | ldz_party_demographic |
| CUST_ID, PAN_NUMBER, PASSPORT_NUM, AADHAAR_ID | ldz_party_identity |
| CUST_ID, EMAIL_ADDRESS, MOBILE_NUMBER, HOME_PHONE | ldz_party_contact |
| CUST_ID, ADDRESS_LINE1, ADDRESS_LINE2, CITY, STATE, PIN_CODE | ldz_party_address_det |
Pattern B: Multiple Source Tables → One CDM Entity (many sources → 1 target)
A client may have identity data split across two systems: a CRM with PAN numbers and a KYC platform with passport and biometric data. Both need to populate ldz_party_identity.
| Source table | Source columns | CDM target entity |
|---|---|---|
| CRM_IDENTITY | CUST_ID, PAN_NUMBER, INCOME_BRACKET | ldz_party_identity |
| KYC_REGISTRY | KYC_REF, PARTY_ID, PASSPORT_NUM, EXPIRY_DATE, KYC_STATUS | ldz_party_identity |
Pattern C: Account + Relationship (2 tables → 2 targets)
A source ACCOUNT table contains the account attributes. A separate ACCT_CUST_LINK table records which customers hold which accounts and in what role. These map to two distinct CDM entities:
| Source table | CDM target entity | Why separate? |
|---|---|---|
| ACCOUNT_MASTER | ldz_account_dtl | Contains account attributes — what the account is |
| ACCT_CUST_LINK | ldz_account_party | Contains the account–party relationship — who holds it and in what role |
Pattern D: Transaction Ledger → Multiple Transaction Targets
A general-purpose TRANSACTIONS table in the source may contain mixed transaction types. In CDM, these are separated by product type:
| Source TXN_TYPE filter | CDM target entity |
|---|---|
| TXN_TYPE IN ('DEBIT','CREDIT','TRANSFER') | ldz_acct_party_trans |
| TXN_TYPE IN ('LOAN_EMI','PREPAYMENT','PENALTY') | ldz_loan_trans |
| TXN_TYPE IN ('CC_PURCHASE','CC_PAYMENT','CASHBACK') | ldz_creditcard_trans |
| TXN_TYPE IN ('SERVICE_FEE','ANNUAL_FEE','PROCESSING_FEE') | ldz_fees_trans |