CFPB Inbound Connector
Suite
Customer Experience
Product
Qualtrics
What's on this page
About the CFPB Inbound Connector
You can use the Consumer Financial Protection Bureau (CFPB) inbound connector to load complaints from CFPB into XM Discover.
Qtip: For more information on CFPB data, please refer to the CFPB documentation.
Setting Up a CFPB Inbound Connector Job
Qtip: The “Manage Jobs” permission is required to use this feature.
On the Jobs page, click New Job.
Select CFPB.
Give your job a name so you can identify it.
Choose the project to load data into.
Give your job a description so you know its purpose.
Click Next.
If desired, build a filter for CFPB data. Use the dropdown to select a filter condition. The possible options are:
- Product: Search by product name.
- Company: Search by company name.
- Has Complaint Verbatim: Search by complaints with or without textual feedback.
Select a filter operator.
Qtip: This will default to “is”, but when searching by complaint verbatim you can select “is not”.
Type a value in the text box.
To add or remove conditions, use the plus and minus buttons on the right. You can add up to 3 filter conditions.
Qtip: You can update the source filters after the job is created.
Click Next.
If needed, adjust your data mappings. See the Data Mapping support page for detailed information on mapping fields in XM Discover. The Default Data Mapping section has information on the fields specific to this connector and the Mapping Conversational Fields section covers how to map data for conversational data.
Click Next.
If desired, you can add data substitution and redaction rules to hide sensitive data or automatically replace certain words and phrases in customer feedback and interactions. See the Data Substitution and Redaction support page.
Qtip: Click Download Sample Data to download an Excel file with sample data to your computer.
Click Next.
If desired, you can add a connector filter to filter the incoming data to limit what data is imported.
You can also limit the number of records imported in a single job by entering a number in the Specify Record Limit box. Enter “All” if you would like to import all records.
Qtip: For conversational data, the limit is applied based on conversations rather than rows.
Click Next.
Click Next.
Choose Schedule Incremental Runs if you’d like your job to run periodically on a schedule, or Set Up One-Time Pull if you’d like the job to run just once. See Job Scheduling for more information.
If doing an incremental run, specify the additional duration of data (in days or hours) to be retrieved to ensure that all relevant historical data is available for processing. It is important to note that some data may be received in the CFPB system later than expected. Therefore, we recommend extending the retrieval duration to reduce the risk of incomplete data ingestion. The default value is 3 days.
Click Next.
Review your setup. If you need to change a specific setting, click the Edit button to be brought to that step in the connector setup.
Click Finish to save the job.
Default Data Mapping
Attention: As field names are case-sensitive in Connectors, the first letter of the field name must be upper-case as displayed in the Data Sample to ensure data mappings are accurate and the job succeeds.
This section contains information on the default fields for CFPB inbound jobs.
- natural_id: A unique identifier of a document. It is highly recommended to have a unique ID for each document to process duplicates correctly. For Natural ID, you can select any text or numeric field from your data. Alternatively, you can automatically generate IDs by adding a custom field.
- document_date: The primary date field associated with a document. This date is used in XM Discover reports, trends, alerts, and so on. You can choose one of the following options:
- date_received (default): The date the CFPB received the complaint.
- date_sent: The date the complaint was sent to a corresponding company.
- If source data contains other date fields, you can choose one of them.
- You can also set a specific document date.
- feedback_provider: Identifies data obtained from a specific provider. For CFPB uploads, this attribute’s value is set to “CFPB” and cannot be changed.
- source: Identifies data obtained from a specific source. This can be anything that describes the origin of data, such as the name of a survey or a mobile marketing campaign. By default, this attribute’s value is set to “CFPB.” Use custom transformations to set a custom value, define an expression, or map it to another field.
- feedback_type: Identifies data based on its type. This is useful for reporting when your project contains different types of data (for example, surveys and social media feedback). By default, this attribute’s value is set “Complaints”. Use custom transformations to set a custom value, define an expression, or map it to another field.
- job_name: Identifies data based on the name of the job used to upload it. You can modify this attribute’s value during the setup via the Job Name field that is displayed at the top of each page during the setup.
- loadDate: Indicates when a document was uploaded into XM Discover. This field is set automatically and cannot be changed.
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