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feat(FN-3163): Create new DTFS exporters in Salesforce #4021

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natdeanlewissoftwire
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@natdeanlewissoftwire natdeanlewissoftwire commented Dec 3, 2024

Introduction ✏️

As part of the CCM project, if a customer does not exist in Salesforce, we are automatically creating it rather than relying on the manual process currently undertaken by Business Support Group. This change sends a request to a new createParty endpoint that will be merged in to the MDM codebase.

Tech docs of the full process are available here

Resolution ✔️

Feature flagged for now:
Send a "get or create" request to APIM, which handles all the logic. The creation process involves querying Salesforce via Informatica, getting a DUNS number, generating a PartyURN or using a legacy one and then returning the created customer to DTFS so the URN can be assigned to the new deal in TFM.

Miscellaneous ➕

Increase the deal submission timeout to 30 seconds to allow this process to consistently succeed. This won't be necessary once the deal submission is handled by background processes as discussed in the root README.

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Good work, few comments to address please (apologies for repetitive comments). Thanks

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Thanks Abhi - I'm off from tomorrow so I'll pick up anything else up tomorrow morning if I get time but otherwise in Jan :) Have a good break!

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Thanks for the updates, only few minor comments to add please.

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Thanks @abhi-markan

trade-finance-manager-api/src/v1/api.js Outdated Show resolved Hide resolved
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Nice work 👍🏼

@abhi-markan abhi-markan merged commit 5b07601 into feat/FN-3163/create-new-dtfs-customers-in-sf Dec 20, 2024
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@abhi-markan abhi-markan deleted the feat/FN-3163/create-new-dtfs-customer-in-sf-informatica branch December 20, 2024 15:57
abhi-markan pushed a commit to UK-Export-Finance/mdm-api that referenced this pull request Jan 8, 2025
… service only) (#1130)

## Introduction ✏️
As part of the CCM project, if a customer does exist in SF, we are
automatically creating it rather than relying on the manual process
currently undertaken by Business Support Group. DTFS will send requests
to a new customer/salesforce endpoint for MDM to create a customer in
Salesforce. Technical documentation of this process is
[here](https://ukef.sharepoint.com/:w:/r/sites/pmo-PRO211/Shared%20Documents/1.%20TO%20USE%20New%20file%20plan/2.%20Tranche%202/03.%20Customer%20and%20Credit%20Migration/Documents/DTFS%20%26%20Salesforce%20Integration/DTFS%20-%20SF%20Integration%20Technical%20Details.docx?d=w75ec8ca455ec492db2a912cc20cea7e7&csf=1&web=1&e=rhuzKr)

The corresponding feature-flagged DTFS pull request is
[here](UK-Export-Finance/dtfs2#4021)

## Resolution ✔️
This PR adds the Dun and Bradstreet service, and an endpoint to allow us
to GET a company from Dun and Bradstreet by their registration number
(in our case Companies House Number). This will then be used by [this
PR](#1057) as part of
the customer creation process.

## Miscellaneous ➕
To be merged before the remainder of the customer creation endpoint.

Also adds a user facing D&B endpoint, viewable in the Swagger docs:

![image](https://github.com/user-attachments/assets/09829422-4e50-4a81-807e-60651cd099a0)

---------

Co-authored-by: Nat Dean-Lewis <ndlewis@ukexportfinance.gov.uk>
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2 participants