Reference Data Tables

Introduction

The Appian Connected Onboarding solution is designed to be customized to your organization's particular needs. The various interfaces in the out-of-the box solution contain values that are stored in database tables. This information is called reference data.

The types of reference data in Connected Onboarding are:

• Dropdown lists and their values.
  • See Modifying Dropdown Lists for instructions on how to add and deactivate values in dropdown lists, add new dropdown lists, and internationalize dropdown list values.
• Questions on the Initial KYC Screening page.
• Tasks.
• See Adding a New Task Type for information on how to add a new task type.
• Process templates.

You can identify reference data tables by looking for tables that have _R_ in the name, such as AS_FS_R_DATA.

This page describes the structure of the reference data tables.

Shared reference data table

Some dropdown values for Connected Onboarding are stored in the AS_FS_R_DATA table. Updating this table allows you to control what dropdown values and lists that cannot be modified in the Connected FS Settings site. See Modifying Dropdown Lists for more information on how this table is used. This data in this table can be used across Connected Onboarding and other financial services solutions.

See the following table for a description of the fields in the AS_FS_R_DATA table.

Name	MySQL Data Type	Appian Data Type	Description
R_DATA_ID	int(11)	Number (integer)	The primary key.
LABEL	varchar(255)	Text	The label code that will be internationalization and shown to the end user.
TYPE	varchar(255)	Text	What reference type the data is grouped by. For example, Onboarding type.
CODE	varchar(255)	Text	The value used to reference this row in transaction tables.
SORT_ORDER	int(11)	Number (integer)	The order in which the value will be displayed if order matters in the place this value is displayed.
IS_ACTIVE	tinyint(1)	Boolean	Determines if the value will display, or not. Valid values: 1, 0. 1 will display the value and 0 will not display the value
ICON	varchar(255)	Text	The icon displayed with this value.
COLOR	varchar(255)	Text	The color of the icon displayed with this value.
CREATED_BY	varchar(255)	Text	The user who added the reference data originally.
CREATED_DATETIME	timestamp	DateTime	The date and time that the reference data was originally added.
MODIFIED_BY	varchar(255)	Text	The user who changed the reference data most recently.
MODIFIED_DATETIME	timestamp	DateTime	The date and time that the reference data was most recently changed.

Connected Onboarding only reference table

While the shared values for all financial solutions are stored in the shared reference data table, the remaining values for Connected Onboarding are stored in the AS_IO_R_DATA table. This enables you to update information that is Connected Onboarding specific. See Modifying Dropdown Lists for more information.

See the following table for a description of the fields in the AS_IO_R_DATA table.

Name	MySQL Data Type	Appian Data Type	Description
R_DATA_ID	int(11)	Number (integer)	The primary key.
LABEL	varchar(255)	Text	The internationalization bundle key used to display the value.
TYPE	varchar(255)	Text	What reference type the value is grouped by. For example, {{ tablerecordcap }} type.
CODE	varchar(255)	Text	The value used to reference this row in transaction tables
SORT_ORDER	int(11)	Number (integer)	Determines the order of values displayed in the dropdown.
ICON	varchar(50)	Text	The icon associated with the value. For more information, visit the Appian icons page.
COLOR	varchar(50)	Text	Determines the color associated with the data. Valid values: STANDARD, POSITIVE, NEGATIVE, ACCENT, or a specific hex value. For example, #FFBF00.
IS_ACTIVE	tinyint(1)	Boolean	Determines if the value will display, or not. Valid values: 1, 0. 1 will display the value and 0 will not display the value
CREATED_BY	varchar(255)	Text	The user who added the reference data originally.
CREATED_DATETIME	timestamp	DateTime	The date and time that the reference data was originally added.
MODIFIED_BY	varchar(255)	Text	The user who changed the reference data most recently.
MODIFIED_DATETIME	timestamp	DateTime	The date and time that the reference data was most recently changed.

Task type reference table

The AS_IO_R_TASK_BEHAVIOR_TYPE table stores the behavior of all of the task types in the Connected Onboarding application. Updating this table allows you to add new data types. See Adding a new task type for more information on how to do this.

Name	MySQL Data Type	Appian Data Type	Description
TASK_BEHAVIOR_TYPE_ID	int(11)	Number (integer)	The primary key.
BEHAVIOR_TYPE_CODE	varchar(255)	Text	The code to determine the behavior of the task. Possible values: CHECKBOX, DATA_ENTRY and AUTOMATED.
BEHAVIOR_DISPLAY_NAME	varchar(255)	Text	The behavior name that displays to the end user.
CREATED_BY	varchar(255)	Text	The user who added the behavior originally.
CREATED_DATETIME	timestamp	DateTime	The date and time that the behavior was originally added.
MODIFIED_BY	varchar(255)	Text	The user who changed the behavior recently.
MODIFIED_DATETIME	timestamp	DateTime	The date and time that the behavior was recently changed.
BEHAVIOR_SUBTYPE_CODE	varchar(255)	Text	The code to determine the subtype of the task behavior.
CONFIGURATION_LEVEL_CODE	varchar(255)	Text	The code to determine the configuration level of the task. Valid values: SYSTEM, TEMPLATE, PROCESS_SETUP, AD_HOC.
ICON	varchar(50)	Text	The icon that displays in the task list to the end user.
COLOR	varchar(50)	Text	The color of the icon that displays in the task list to the end user.

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