Creating a transformation rule
In Continia Banking Import, you can use transformation rules to adjust payment references before applying the payment reference rule. This is especially useful when a payment reference includes extra prefixes or suffixes that don’t belong to the actual document number. Such additions can prevent the system from matching the reference correctly.
With transformation rules, you can use the available transformation types to clean up the reference string. For example, you can remove unwanted prefixes or suffixes, strip symbols, or make other adjustments so the value used for matching contains only the actual document number.
To create a transformation rule:
- Search (
) and select Continia Banking Import Transformation Rules. - Click New.
- On the Transformation Rule page, enter a Code and Description.
- Select a Transformation Type. The available options are:
- Substring - extracts part of the text based on a Start Position and Length. Useful when only a specific segment of a payment reference is relevant
- Replace text - replaces one value with another using simple Find Value and Replace Value fields. Useful for correcting formatting or replacing known patterns.
- Replace text by using regular expression - replaces text based on a regex pattern. Use Find Value by Pattern to select the pattern to match and Replace Value to define what it should be replaced with. Useful for advanced formatting or cleaning of complex references. For an example, see Payment reference rule examples.
- In the Test section, enter a sample reference in the Test Text field and click Update. Verify the Result field displays the expected output.
- Close the card to save your changes.