When the pay method is "Direct Debit" for a gift that is brought in through regular Omatic processes (not via a batch), Omatic will leave the "Bank/Financial Institution" field empty in Raiser's Edge Database view. This field does not exist in RENXT, but it is a required field in DBV in order to use the payment method of "Direct Debit". Therefore, there isn't a way to map bank details or relationships at this time within Omatic Cloud formulas.

Because my team almost exclusively uses DBV, our Finance team cannot reconcile the gifts that do not have the "Bank/Financial Institution" field filled out. This causes us to have to manually add something into the "Bank/Financial Institution" field rather than having it automatically populate. My organization does not actually collect the specific bank information, but it is valuable for us to have the correct pay method, so our Bank usually defaults to "Added from RE NXT" just to fill the required field.

To resolve this issue, I would suggest allowing for a transformation or rule within the Omatic mapping that would look something like this: "If pay method is Direct Debit, then add 'Added from RE NXT' to Bank field".