Data Set Types
- Cheryl Dillon (Unlicensed)
- Richard Walker
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 |
Related pages
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