Field Definition Update (2018-10-19)

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: You are currently mapping your system field name to one Quik! field name (Existing Field Name in the table below). Prior to October 19th, we recommend updating your system to output client data to both the old field name and the new field name so that your system is all set for when we go live with the changes. Mapping to both in the meantime will not impact your current system, since the form changes have not yet been published, and Quik! will only consider the mapping to the Existing Field Name. This is beneficial because once the update is complete on October 19th, you simply need to 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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