Data Set Type

A Data Set defines the relationship between a parent field and a base field, while describing the type of data each field is intended to support. A parent field and a base field can only have one data set type, giving the fields a one-to-one relationship. For example, the primary account owner, Owner1, is a CLIENT data set type and can use the base fields that are also of CLIENT data set type (e.g. first name, date of birth, etc).

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