Gateway mapped Ventures fields matrix
Aug 21, 2024
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This article is to show a Gateway Site Admin where the Ventures field in Gateway's form designer "Choose Ventures Field" dropdown will map to in a Ventures record. When you click on the "Choose Ventures Field" dropdown menu, the existing mapped Ventures fields are listed first, followed by any custom fields you have created on your Ventures site that you can map to, with some exceptions. Click HERE to see what objects (Standard or Custom) and custom fields are available in each designer form (Primary Application, Additional Contact, Product, etc).
The mapped Ventures fields are categorized into sections, and then alphabetized in the "Choose Ventures Field" dropdown. Below are a general explanations about each "category" and what area they reference in a Ventures record. You can click on the hyperlinked category to quickly move to that section of the article.
- Business / Company - Refer to fields within the Primary Operating Company (POC) record in the Ventures Entities menu, with a few exceptions noted in the Comment column of the matrix. In Ventures, the POC is considered the Primary Business and all other businesses added to the ownership grid in the Gateway application are considered affiliates.
- Collateral - Refer to the project property record in the Collateral menu. If these fields are present in your Gateway application, they will set the collateral record in Ventures to a Real Estate collateral type and map the values.
- Contact - Refer to fields related to the record's Entity Contacts. In Ventures, the entity contact is considered an applicant.
- Cost Type - Refer to project cost records in the Financing Menu > Job Costs tab of a Ventures record. Currently, these fields are not mapping correctly and instead are being pushed into the Notes section of a Ventures record.
- Eligibility - Refer to two fields in Ventures. One is for the Eligibility menu > Purpose tab narrative box, and the other is for indicating if the project is for relocation purposes.
- Jobs - Refer to the fields in the Origination record in the Eligibility menu > General > Jobs tab of Ventures record.
- Loan - Refer to general information about the application, like requested amount.
- Project - Refer to information about the project like address of business, location in special zones, and purpose.
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
|---|---|---|
| Business Acquisition | Financing menu > Project Costs tab > Purchase Business (Change of Ownership) checkbox | This field is available for 504 / 7a category type records |
| Business City | Entities menu > Entity record > Entity vCard > City field | This field will only map to the Primary Business / POC record |
|
Business County |
Entities menu > Entity record > Entity vCard > County field | This field will only map to the Primary Business / POC record |
| Business DBA Name | Entities menu > Entity record > General tab > DBA Name field | This field will only map to the Primary Business / POC record |
| Business Email | Entities menu > Entity record > Entity vCard > Email field | This field will only map to the Primary Business / POC record |
| Business Entity Type | Entities menu > Entity record > Business Entity Type field | If your application has the ownership grid in it, the business entity type will use the values added there for each entity added |
| Business Established Date | Entities menu > Entity record > Established field | This field will only map to the Primary Business / POC record |
| Business Name | Entities menu > Entity record > Entity vCard > Name field |
This field is required and cannot be deleted in the application for the Primary Business
If your application has the ownership grid in it, the business name will use values added there for each additional entity added |
| Business Phone | Entities menu > Entity record > Entity vCard > Business field | This field will only map to the Primary Business / POC record |
| Business State Code | Entities menu > Entity record > Entity vCard > State field | This field will only map to the Primary Business / POC record |
| Business Street | Entities menu > Entity record > Entity vCard > Street field | This field will only map to the Primary Business / POC record |
| Business Tax ID | Entities menu > Entity record > Entity vCard > Tax ID field |
This field is required and cannot be deleted in the application for the Primary Business
If your application has the ownership grid in it, the business tax ID will use values added there for each additional entity added |
| Business Website | Entities menu > Entity record > Entity vCard > Website field | This field will only map to the Primary Business / POC record |
| Business Zip | Entities menu > Entity record > Entity vCard > Zip field | This field will only map to the Primary Business / POC record |
| Company Bankruptcy | Entities menu > POC record > Credit & Identification tab > Involved in Bankruptcy/Insolvency field | This field will only map to the Primary Business / POC record |
| Company Business Management Narrative | Entities menu > POC record > Narratives tab > Management narrative box | This field will only map to the Primary Business / POC record |
| Company DUNS | Entities menu > POC record > General Tab > DUNS field | This field will only map to the Primary Business / POC record |
| Company Entity Description Narrative | Entities menu > POC record > Narratives tab > Entity Description narrative box | This field will only map to the Primary Business / POC record |
| Company Ethnicity | Entities menu > POC record > Eligibility tab > Ethnicity field | This field will only map to the Primary Business / POC record |
| Company Exporter | Entities menu > POC record > Eligibility tab > Exporter field | This field will only map to the Primary Business / POC record |
| Company NAICS | Entities menu > POC record > General Tab > NAICS Code field | This field will only map to the Primary Business / POC record |
| Company Pending Lawsuit | Entities menu > POC record > Credit & Identification tab > Involved in Pending Lawsuit field | This field will only map to the Primary Business / POC record |
| Company Race | Entities menu > POC record > Eligibility tab > Race field | This field will only map to the Primary Business / POC record |
| Company State of Formation | Entities menu > POC record > General Tab > State of Formation field | This field will only map to the Primary Business / POC record |
| Company Veteran Status | Entities menu > POC record > Eligibility tab > Veteran field |
This field will only map to the Primary Business / POC record
Note dropdown selections are different for 7a and 504/Commercial category type loans |
| # Employees | Entities menu > POC record > Employees field |
This field will only map to the Primary Business / POC record
This field will be visible for Business Entity Types that allow more than one employee |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Collateral Building Size | Collateral menu > Real Estate collateral record > Real Estate tab > Building Size field | |
| Collateral Description | Collateral menu > Real Estate collateral record > Real Estate tab > Description field |
|
| Collateral Lot Size | Collateral menu > Real Estate collateral record > Real Estate tab > Lot Size field | |
| Collateral Occupied by OC Size | Collateral menu > Real Estate collateral record > Real Estate tab > Occupied By OC field | |
| Collateral Parcel # | Collateral menu > Real Estate collateral record > Real Estate tab > Parcel # field | |
| Collateral Property Type | Collateral menu > Real Estate collateral record > Real Estate tab > Collateral Property Type field | |
| Collateral Unit Size | Collateral menu > Real Estate collateral record > Real Estate tab > Unit Size field | |
| Collateral Year Built | Collateral menu > Real Estate collateral record > Real Estate tab > Year Built field |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Contact Alien Registration # | Entities menu > Entity > Entity Contact > Background tab > Alien Registration # field | |
| Contact Arrested | Entities menu > Entity > Entity Contact > General tab > Arrested field | |
| Contact Bankruptcy | Entities menu > Entity > Entity Contact > Credit & Identification tab > Involved in Bankruptcy/Insolvency field | |
| Contact Birth City | Entities menu > Entity> Entity Contact > Background tab > Birth City field | |
| Contact Birth Country | Entities menu > Entity > Entity Contact > Background tab > Birth Country field | |
| Contact Birth State | Entities menu > Entity > Entity Contact > Background tab > Birth State field | |
| Contact Citizenship | Entities menu > Entity > Entity Contact > Background tab > Citizenship Status field | |
| Contact City | Entities menu > Entity > Entity Contact > Background tab > Current Home Address section > City field | |
| Contact Convicted | Entities menu > Entity > Entity Contact > General tab > Convicted or on Probation field | |
| Contact Country of Citizenship | Entities menu > Entity > Entity Contact > Background tab > Country of Citizenship field | |
| Contact County | Entities menu > Entity > Entity Contact > Background tab > Current Home Address section > County field | |
| Contact Credit Score | Do not use. If you use the credit pulling feature in Gateway, and a credit score value is returned, when pushing the application to Ventures it will be recorded in the Credit & Identification section of the contact record. | |
| Contact Date of Birth | Entities menu > Entity > Entity Contact > Background tab > Date of Birth field | |
| Contact Debarred | Entities menu > Entity > Entity Contact > General tab > Debarred field | |
| Contact Delinquent Child Support | Entities menu > Entity > Entity Contact > General tab > Delinquent on Child Support field | |
| Contact Email | Entities menu > Entity > Entity Contact > Contact vCard > E-mail field |
This field is required and cannot be deleted in the application for the Primary Contact
If your application has the ownership grid in it, the contact email will use values added there for each contact added |
| Contact Ethnicity | Entities menu > Entity > Entity Contact > Background tab > Ethnicity field | |
| Contact First Name | Entities menu > Entity > Entity Contact > Contact vCard > First field | |
| Contact Former Names | Entities menu > Entity > Entity Contact > Contact vCard > Former Names field | |
| Contact Gender | Entities menu > Entity > Entity Contact > Background tab > Gender field | |
| Contact Indicted | Entities menu > Entity > Entity Contact > General tab > Indicted or Charged field | |
| Contact Last Name | Entities menu > Entity > Entity Contact > Contact vCard > Last field | |
| Contact Middle Name | Entities menu > Entity > Contact vCard > Middle field | |
| Contact Military Branch | Entities menu > Entity > Entity Contact > Background tab > Branch field | |
| Contact Military Discharge | Entities menu > Entity > Entity Contact > Background tab > Discharge Type field | |
| Contact Mobile Phone | Entities menu > Entity > Entity Contact > Contact vCard > Mobile field | |
| Contact Other SBA Loans | Entities menu > Entity > Entity Contact > General tab > Other SBA loans field | This field is only available for 504 category loans |
| Contact Ownership % | Entities menu > Entity > Entity Contact > General tab > Ownership % field | If your application has the ownership grid in it, the ownership % will use values added there |
| Contact Own or Rent Type | Entities menu > Entity > Entity Contact > Background tab > Personal Residence field | |
| Contact Pending Lawsuit | Entities menu > Entity > Entity Contact > Credit & Identification tab > Involved in Pending Lawsuit field | |
| Contact Phone | Entities menu > Entity > Entity Contact > Contact vCard > Business field | |
| Contact Previous Government Financing | Entities menu > Entity > Entity Contact > General tab > Previous Government Financing field | This field is only available for 504 category loans |
| Contact Race | Entities menu > Entity > Entity Contact > Background tab > Race field | |
| Contact Rank Discharge | Entities menu > Entity > Entity Contact > Background tab > Rank at Discharge field | |
| Contact Spouse Alien Registration | Entities menu > Entity > Entity Contact > Background tab > Spouse section > Alien Registration # field | |
| Contact Spouse Birth Place | Entities menu > Entity > Entity Contact > Background tab > Spouse section > Place of Birth field | |
| Contact Spouse DOB | Entities menu > Entity > Entity Contact > Background tab > Spouse section > Date of Birth field | |
| Contact Spouse Name | Entities menu > Entity > Entity Contact > Background tab > Spouse section > Name field | The Ventures field is one open text field, so the Lender can only use one field in the application to capture the spouse's name instead of two fields |
| Contact Spouse SSN | Entities menu> Entity > Entity Contact > Background tab > Spouse section > SSN field | |
| Contact Spouse US Citizen | Entities menu > Entity > Entity Contact > Background tab > Spouse section > US Citizen checkbox | |
| Contact State Code | Entities menu > Entity > Entity Contact > Background tab > Current Home Address section > State field | |
| Contact Street | Entities menu > Entity > Entity Contact > Background tab > Current Home Address section > Street field | |
| Contact Tax ID | Entities menu > Entity > Entity Contact > Background tab > Tax ID field | |
| Contact Veteran | Entities menu > Entity > Entity Contact > Background tab > Veteran field | Dropdown selections are different for 7a and 504/Commercial category type loans |
| Contact Zip | Entities menu > Entity > Entity Contact > Background tab > Current Home Address section > Zip field |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Cost Type | Field mapping is not working | |
| Cost Type Amount | Field mapping is not working | |
| Cost Type Comments | Field mapping is not working |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Eligibility Purpose Narrative | Eligibility menu > General > Purpose tab | |
| Eligibility Relocating | Financing menu > Project Costs tab > Relocation checkbox | This field is only available for 504/7a category type records |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Jobs Created | Eligibility menu > General > Jobs tab > Origination record > Jobs Created field | |
| Jobs Existing | Eligibility menu > General > Jobs tab > Origination record > Jobs Existing field | |
| Jobs Retained | Eligibility menu > General > Jobs tab > Origination record > Jobs Retained field |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Entity Name | Entities Menu > Entity record | If your application has the ownership grid in it, the Entity Name of the primary business will map to a Primary Operating Company record, and any other entities added will map as Affilliate records |
| Loan Amount | Financing menu > Financing Sources tab > Primary loan record or SBA debenture record | Loan amount will be in the initial Financing source that is created in the record and cannot be removed in 7a/Commercial type records. The loan amount will appear in the 504 Debenture record for 504 category loans. |
| Loan # | Overview menu > General tab > File Location field | This field will merge the application number from Gateway |
| Loan Purpose | Field mapping is not working | |
| Loan Type | Overview menu > General tab > Loan Type field | This field is determined by the Product of the application and dependent on any exceptions added by a Site Admin in Administration menu > External Sync > Data Mapping tab in Ventures |
| Choose Ventures Field dropdown | Mapped Field in Ventures | Comment |
| Project City | Overview menu > General tab > Project Property Address section > City field | |
| Project Costs Narrative | Financing menu > Project Costs tab > Project Costs Narrative field | |
| Project County | Overview menu > General tab > Project Property Address section > County field | |
| Project Empowerment Zone | Eligibility menu > Policy tab > Located in an Empowerment Zone or Enterprise Community checkbox | Checkbox visible in 7a category records only |
| Project Hub Zone |
7a category records: Eligibility menu > Policy tab > Located in a HUBZone checkbox
504/Commercial category records: Eligibility menu > Public Policy tab > Located in a HubZone checkbox |
|
| Project LMI Community |
7a category records: Eligibility menu > Policy tab > Located in a Low-to-Moderate Income (LMI) Community checkbox
504/Commercial category records: Eligibility menu > Public Policy tab > Low to Moderate Income Debenture (LMI) checkbox |
|
| Project Opportunity Zone |
7a category records: Eligibility menu > Policy tab > Located in an Opportunity Zone checkbox
504/Commercial category records: Eligibility menu > Public Policy tab > Opportunity Zone checkbox |
|
| Project Promise Zone | Eligibility menu > Policy tab > Located in a Promise Zone checkbox | Checkbox visible in 7a category records only |
| Project State | Overview menu > General tab > Project Property Address section > State field | |
| Project Street | Overview menu > General tab > Project Property Address section > Street field | |
| Project Type | Overview menu > General Tab > Purpose dropdown field | |
| Project Workforce LMI | Eligibility menu > Policy tab > More than 50 percent of the business's workforce is low-income or resides in an LMI census tract checkbox | Checkbox visible in 7a category records only |
| Project Zip | Overview menu > General tab > Project Property Address section > Zip field | |
| Special Purpose | Financing menu > Project Costs tab > Special Purpose check box | This field is available in 504/7a category loan records only |
