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Production release for field names on October, 19th, 2018 at approximately 8PM PST. This release covers minor changes made to NFS forms.

Forms Updated

The following Quik! Form ID's were updated in this release.

  • 528
  • 9740
  • 9745
  • 14344
  • 27173
  • 39241
  • 55651
  • 60672

What you need to do

If you are subscribed to the NFS library and your system currently maps to any affected fields on these forms for prefill, please review the list of new fields, and update your field mapping tables accordingly. We recommend updating your system to output the information to both the old field names and the new field names so that your system is already all set for when we go live with the changes. Once the update on our end is done, verify the mapping is filling correctly to the new field names and then you can remove the mapping to the prior field names.

If you are not subscribed to these forms in the NFS library, or if you do not currently map to any of the affected fields in the list, this update will have no impact to you.

Changelog

Dealer NameQuik Form IDExisting Field NameNew Field Name
NFS (National Financial Services)5281own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)5281own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)5281own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)5281own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)5281own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)5281own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)5281own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)5281own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)5281own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)5281own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)5281own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)5281own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)5281own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)5281own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9740User.D109.SameAsEmpAbove1own.SameAddrEmp
NFS (National Financial Services)9740User.D109.DecideBroker1own.ConsultBroker
NFS (National Financial Services)9740User.D109.DecideSelf1own.ConsultSelf
NFS (National Financial Services)9740User.D109.DecideFamily1own.ConsultFamily
NFS (National Financial Services)9740User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)9740User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)9740User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)9740User.D109.AHAMF1own.HeldAwayMutualFundPerc
NFS (National Financial Services)9740User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)9740User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)9740User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)9740User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)9740User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)9740User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)9740User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)9740User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)9740User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)9740User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)9740User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)9740User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9740User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)9745User.D109.SameAsEmpAbove1own.SameAddrEmp
NFS (National Financial Services)9745User.D109.DecideBroker1own.ConsultBroker
NFS (National Financial Services)9745User.D109.DecideSelf1own.ConsultSelf
NFS (National Financial Services)9745User.D109.DecideFamily1own.ConsultFamily
NFS (National Financial Services)9745User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)9745User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)9745User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)9745User.D109.AHAMF1own.HeldAwayMutualFundPerc
NFS (National Financial Services)9745User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)9745User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)9745User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)9745User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)9745User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)9745User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)9745User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)9745User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)9745User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)9745User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)9745User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)9745User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)9745User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)143441own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)143441own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)143441own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)143441own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)143441own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)143441own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)143441own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)143441own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)143441own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)143441own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)143441own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)143441own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)143441own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)143441own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)27173User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)27173User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)27173User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)27173User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)27173User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)27173User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)27173User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)27173User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)27173User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)27173User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)27173User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)27173User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)27173User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)27173User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)27173User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)27173User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)27173User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)27173User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)27173User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)27173User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)39241User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)39241User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)39241User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)39241User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)39241User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)39241User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)39241User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)39241User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)39241User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)39241User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)39241User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)39241User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)39241User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)39241User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)39241User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)39241User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)39241User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)39241User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)39241User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)39241User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)55651User.D109.DecisionRep1own.ConsultBroker
NFS (National Financial Services)55651User.D109.DecisionSelf1own.ConsultSelf
NFS (National Financial Services)55651User.D109.DecisionFamily1own.ConsultFamily
NFS (National Financial Services)55651User.D109.AdditionalInfo1own.ConsultAddInfo
NFS (National Financial Services)55651User.D109.AHATotal1own.HeldAwayTotal
NFS (National Financial Services)55651User.D109.AHAStock1own.HeldAwayStockPerc
NFS (National Financial Services)55651User.D109.AHAMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)55651User.D109.AHAVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)55651User.D109.AHAAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)55651User.D109.AHABond1own.HeldAwayBondPerc
NFS (National Financial Services)55651User.D109.AHAOption1own.HeldAwayOptionPerc
NFS (National Financial Services)55651User.D109.AHAFutures1own.HeldAwayFuturePerc
NFS (National Financial Services)55651User.D109.AHAForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)55651User.D109.AHAShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)55651User.D109.AHALLP1own.HeldAwayLLPPerc
NFS (National Financial Services)55651User.D109.AHAAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)55651User.D109.AHAForeignSecurity1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)55651User.D109.AHALifeIns1own.HeldAwayInsurancePerc
NFS (National Financial Services)55651User.D109.AHAOther1own.HeldAwayOtherPerc
NFS (National Financial Services)55651User.D109.AHAOtherDesc1own.HeldAwayOther
NFS (National Financial Services)606721own.AssetValueStock1own.HeldAwayStockPerc
NFS (National Financial Services)606721own.AssetValueMutualFund1own.HeldAwayMutualFundPerc
NFS (National Financial Services)606721own.AssetValueVariableContract1own.HeldAwayVariableContractPerc
NFS (National Financial Services)606721own.AssetValueAltInvest1own.HeldAwayAltInvestPerc
NFS (National Financial Services)606721own.AssetValueBond1own.HeldAwayBondPerc
NFS (National Financial Services)606721own.AssetValueOption1own.HeldAwayOptionPerc
NFS (National Financial Services)606721own.AssetValueFuture1own.HeldAwayFuturePerc
NFS (National Financial Services)606721own.AssetValueForeignCurrency1own.HeldAwayForeignCurrencyPerc
NFS (National Financial Services)606721own.AssetValueShortTerm1own.HeldAwayShortTermPerc
NFS (National Financial Services)606721own.AssetValueLLP1own.HeldAwayLLPPerc
NFS (National Financial Services)606721own.AssetValueAnnuity1own.HeldAwayAnnuityPerc
NFS (National Financial Services)606721own.AssetValueForeignSecurities1own.HeldAwayForeignSecuritiesPerc
NFS (National Financial Services)606721own.AssetValueInsurance1own.HeldAwayInsurancePerc
NFS (National Financial Services)606721own.AssetValueOther1own.HeldAwayOtherPerc
NFS (National Financial Services)606721own.AssetInvestmentOther1own.HeldAwayOther

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