About Data File Integrator (DFI)
Data File Integrator (DFI)'s an add-on tool that processes batch files to perform tax calculations or load data (such as exemption certificates) in Determination. With DFI, you can integrate your source systems by creating CSV file templates based on existing configuration and tax calculation web services.
DFI allows you to create, test, and manage CSV file templates, automate data processing using your file system as well as calculate and audit transaction data from raw files.
DFI roles
There are 2 DFI roles that enable you to perform different functions:
- DFI Configurator - This role enables you to create, modify, and delete mappings, and to work with migration files.
- DFI View Only - This role enables you to view mappings only.
DFI file retention policy
Thomson Reuters offers the Secure File Transfer Protocol (SFTP) service, which provides an SFTP area where the batch files you want to make available for processing are transferred to. DFI also writes response files to the SFTP area so that the files can be consumed as soon as possible. Request and response files are expected to be temporarily stored in the SFTP area then removed after they are processed.
Thomson Reuters archives and removes files in the SFTP area to improve performance and costs to processing new files in both UAT and Production environments.
The file retention policy is:
- All files older than 35 days are archived and no longer directly accessible in the SFTP area.
- All archived files are permanently deleted after 25 days. During the 25 day period, you can request a copy of the archived files by opening a support ticket. .
The scheduled time for processing and archiving files each day gets completed at 12 A.M. (midnight) U.S. Eastern Time.
Data File Integrator - Original
This guide gives you detailed instructions on using DFI to configure and process CSV files for tax calculations and entity configurations using Determination web services. The guide covers installation prerequisites, user interface navigation, creating and modifying mappings, authentication setup, and processing files. Additionally, it outlines supported web services, field selection, and known limitations.