Plasma Quotes Technical Documentation
- Ondřej Tesař
Flow diagram:
Data objects structure and calculations: Plasma Data Objects.
Extractor
Extractor gathers the customer's data into standardized Plasma data. Extractor is deployed on the customer's partition. It can be configured using Pricing Parameter tables to map the customer's data to Plasma data, and extract the data from the customer's partition to the Plasma Data Sources and Datamarts, via Data Loads.
Quote Data Extractor is a logic to extract data from quotes. It produces a map for each quote line item and returns the extracted list.
Configuration tables
All the Plasma confifuration tables can be found here: https://pricefx.atlassian.net/wiki/spaces/ACCDEV/pages/3769499743/Plasma+Configuation+Tables .
Data Sources
Plasma_Quotes – Contains Plasma fields which will be loaded by the “Plasma Quotes Extractor” Data Load using the mapping defined in the Plasma_Quotes_Extractor_Mapping PP table. Can be optionally enriched using “Plasma Quotes Enrichment” DL using the mapping defined in the “Plasma_Quotes_Enrichment_Mapping" PP table with Extractor Name as “Quote”.
Datamarts
Plasma_Quotes – Contains Plasma fields sourced from the Plasma_Quotes Data Source.
Plasma_Output_Quotes - contains quotes data aggregated by month, region and product/service flag.
Data Loads
Plasma Quotes Extractor – This is the Calculation type data load. Uses the PriceAnalyzer Logic “Plasma_Quotes_Extractor”. It uses feeder, the feeder logic is “Plasma_Quotes_Extractor_Feeder”. Target is “Plasma_Quotes” DS. It runs with an incremental load.
Plasma Output Quotes Load - this is the Calculation type data load. Uses the "Plasma_Quotes" logic to structure and aggregate the data based on the month, region and product-or-service filters.
Plasma Quotes Enrichment - this is the Calculation type data load. Uses the "Plasma_Data_Extractor" logic (with Quotes as a FormulaFixedInputs (Extractor_Name) to enrich extracted quotes data with addtional quotes. This is the optional step - only needed when all the required data is not available in the Quote Configurator, data can be extracted from any of the DS/DM/P/PX/C/CX/PP tables and enrich the Plasma_Quotes DS.
Plasma Quotes Exchange - this is the Calculation type data load. Uses "Plasma_Quotes_Exchange" logic to unify the currency of particular quotes to the default currency.
Distiller
Distiller aggregates the Plasma data rolled up by month into standardized metrics. Only data which is the specified number of months older than current date will be taken into consideration whenever this aggregation happens. The aggregated data is then written into “Plasma_Output_Quotes” DM.Distiller is deployed on the customer's partition.
Data Sources
Plasma_Currencies – Contains the exchange rates from all currencies to USD currency.
Datamarts
Plasma_Quotes – Contains Plasma fields which will be loaded from the Plasma_Quotes Data Source, by applying exchange rate conversion to USD.
Plasma_Output_Quotes – Contains aggregated Plasma data rolled up by month.
Data Loads
Plasma Quotes Exchange - This is the Calculation type data load. Uses the PriceAnalyzer logic “Plasma_Quotes_Exchange”. Source is “Plasma_Quotes” DS. Target is “Plasma_Quotes” DM. It runs with an incremental load.
Plasma Output Quotes Load – This is the Calculation type data load. Uses the PriceAnalyzer logic “Plasma_Quotes”, targeted to update the “Plasma_Output_Quotes” DM.
Harvester
General Harvester description: Plasma Harvester.
Data Sources
Plasma_Quotes_Harvester - Contains Plasma standardized metrics data gathered from several customers' partitions.
Plasma_Entities - Contains demographic entity data of each customer with various validFrom dates.
Plasma_Taxonomy - Contains taxonomy for all possible industry hierarchy levels. Currently goes up to 5 levels.
Datamarts
Plasma_Quotes_Harvester - Contains the complete anonymized metrics. The fields are sourced from the Quote_Harvester, Plasma_Entities and Plasma_Taxonomy Data Sources.
Plasma_Quotes_Validations - Contains all data about failed validations, with the description which validation rule catched it. The rows are added by "Plasma_Quotes_Validator" logic.
Data Loads
Plasma_Transactions_Harvester – This is the Calculation type Data Load. It uses the PriceAnalyzer logic "Plasma_Harvester" targeted to update the Plasma_Quotes_Harvester Data Source.
Plasma_Quotes_Harvester– This is the Calculation type Data Load. It refreshes the data from the Quote_Harvester, Plasma_Entities and Plasma_Taxonomy Data Sources into the Quote_Harvester Datamart. This automatically joins Quote_Harvester and Plasma_Entities data sources using Dem_Entity_Code; also joins Plasma_Entities and Plasma_Taxonomy data sources using Dem_Industry_Level_5.
Plasma Steps Sequence
Plasma quotes steps are sequenced with a combination of Plasma_Quotes_Sequencer logic, Plasma_Quotes_Sequencer_Reset CalculationFlow and Plasma_Quotes_SequenceControlTable PP table. More details Plasma Quote Processor Package Configuration - Accelerators Documentation in Progress - Confluence (atlassian.net), Plasma Logics - Product Strategy Projects - Confluence (atlassian.net).