Financial Transactions - Intelligence Output Fields

This dataset contains the same fields as the Financial Transactions dataset. For more information about all the output fields available in the Financial Transactions dataset, see Financial Transactions Flow Input Fields.

This dataset also contains the following fields.

Key: H - Hidden field

Dataset Fields
Field Type Field Label Field API Name   Description
      Measure Bank Reconciliation Closing Balance BankReconciliationClosingBalance   The closing balance, as shown in the bank statement related to the bank reconciliation.
Bank Reconciliation Opening Balance BankReconciliationOpeningBalance   The opening balance, as shown in the bank statement related to the bank reconciliation. This value is taken from the previous reconciliation's closing balance.
Days to Pay after Improvement DaysToPayAfterImprovement   Estimated Days to Pay after performing the action suggested to improve the Days to Pay prediction outcome.
Predicted Days to Pay

PredictedDaysToPay

  

The estimated number of days the customer takes to pay each transaction line item of sales and payable documents.
Dimension Actionable Field Name ActionableFieldName   The field selected as an actionable variable when you deploy your Einstein Discovery model.
Actionable Field Value ActionableFieldValue   The value of the actionable field suggested to improve the outcome for Days to Pay.
Bank Account Currency Name CurrencyBankAccount   The name of the currency that relates to the bank account.
Bank Account Name BankAccountName   The name of the bank account that relates to the bank reconciliation.
Bank Reconciliation Reference BankReconciliationReference   The name of the bank reconciliation that relates to the transaction.
Company ID CompanyId   The ID of the company record that relates to the bank reconciliation.
User UserCompanySecurity.c2g__User_c H Related to the security predicate implementation.
  Date Bank Statement Date BankStatementDate   The date of the bank statement related to the bank reconciliation.
Predicted Payment Date PredictedPaymentDate  

The estimated payment date for each transaction line item of sales and payable documents.
Note:

By default, the Financial Transactions - Intelligence dataset has a security predicate which ensures that users can only view data for the Accounting companies that they have access to. You must ensure that each user of the dashboards that use the dataset has the appropriate user company records defined for them in Accounting. Alternatively, you can remove the security predicate for the dataset.