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The following Data Sets are used in version 2.0 of the Quik! Field Definition:
Data Set Type | ID | Description | Date Active |
Client | 1 | Represents an individual or entity | 15-Jul-05 |
Acct | 2 | Represents the account information for a client and/or application to open an account (policy, contract, etc) | 15-Jul-05 |
Rep | 3 | Represents the representative for the client (agent, broker, advisor, etc) | 15-Jul-05 |
Company | 4 | Represents a company that provides products or services | 15-Jul-05 |
ProductItem | 5 | Represents a product that client is applying to acquire or invest in | 15-Jul-05 |
FundSource | 6 | Represents a source of funds (e.g. bank, financial instituation) | 15-Jul-05 |
Address | 7 | Represents an address data set | 15-Jul-05 |
Identification | 8 | Represents identification information for a person | 15-Jul-05 |
QuikNavForm | 9 | Represents Quik! Fields that employ various functions on Quik! Forms | 15-Jul-05 |
ProceedInstructions | 10 | Instructions for how to handle proceeds going to/from an account | 15-Jul-05 |
Assets | 11 | Asset types | 15-Jul-05 |
UserDefined | 12 | Hidden fields that are user-defined | 15-Jul-05 |
Signature | 13 | Signature field | 20-Jul-09 |
| Health | 26 | Health and Lifestyle For Insurance | 6-Aug-15 |