Add Role — pick cardinality

ⓘ Reference

Pick the role cardinality first. A role is one of two shapes — they live on different tables in the L2 yaml, so we need to know which before showing the form.

  • 1:1 — Singleton account — the role IS the account. One id, one row on the trial balance. E.g. CashDueFRB, ACHOrigSettlement.
  • 1:N — Templated role — one declaration; ETL materializes N rows (one per customer, merchant, etc.). E.g. CustomerDDA, MerchantDDA.
1:1 — Singleton account → The role IS the account. One id, one row on the trial balance (CashDueFRB, ACHOrigSettlement). 1:N — Templated role → One declaration; ETL materializes N rows (CustomerDDA, MerchantDDA).