Data Set Types

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	Description	Date Active
Client	Represents an individual or entity	15-Jul-05
Acct	Represents the account information for a client and/or application to open an account (policy, contract, etc)	15-Jul-05
Rep	Represents the representative for the client (agent, broker, advisor, etc)	15-Jul-05
Company	Represents a company that provides products or services	15-Jul-05
ProductItem	Represents a product that client is applying to acquire or invest in	15-Jul-05
FundSource	Represents a source of funds (e.g. bank, financial instituation)	15-Jul-05
Address	Represents an address data set	15-Jul-05
Identification	Represents identification information for a person	15-Jul-05
QuikNavForm	Represents Quik! Fields that employ various functions on Quik! Forms	15-Jul-05
ProceedInstructions	Instructions for how to handle proceeds going to/from an account	15-Jul-05
Assets	Asset types	15-Jul-05
UserDefined	Hidden fields that are user-defined	15-Jul-05
Signature	Signature field	20-Jul-09