Step 6: Verify FPNode and FPNodeBS data mapping

The Code Mapping & Validation section of the Transfer to Financial Planning utility checks that FP nodes and FP codes are mapped using valid codes.

The utility also provides tools you can use to locate and correct mismatched or missing data.

1. On page 6 (Code Mapping & Validation), in the FPNodes and FPNodeBS data mapping check table, review the information. A circle with a green check mark indicates the system found no problems with the mapping. A yellow triangle with an exclamation mark indicates a mapping issue.

   

2. If there are mapping problems, you can use one of the tools provided to fix the errors. Select one of the following:
   • If there are only a few errors, click Click here to quickly update missing or view all mappings in this screen to use the Configure Mapping utility.
   • If there are numerous errors, use the Dimension Maintenance Utility (DMU). You can click the link provided to open the DMU. For information on using the DMU, see Working with the Dimension Maintenance utility and related topics.
3. After verifying and correcting any mapping errors, click NEXT.

Continue to Step 7: Verify FPCode data mappings.