To add a new person, click NEW. The JU1BA Client Details screen will be displayed.
Field notes:
* denotes mandatory fields
|
Surname |
The person's surname |
|
Initials |
The person's initials |
|
Title |
Click the LIST button to access the Permitted Value List screen, then select the required title |
|
First name (1,2,3) |
The person's first names |
|
Preferred Name |
The name by which a person prefers to be known. |
|
Original Name |
Previous surname or maiden name. |
|
Language |
Select one of the options from the drop-down box (e.g. Afrikaans, English, Ndebele, etc.)
Mandatory |
|
Sex |
Select one of the options from the drop-down box (female, male).
Mandatory |
|
Race |
Select one of the options from the drop-down box (i.e. Asian, Black, Coloured, Non-racial basis, White) |
|
Martial Status |
Select one of the options from the drop-down box (e.g. dependant, divorced, married, etc.) |
|
Breadwinner Indicator |
Tick if the person is the breadwinner of the family |
|
Number of Children |
The number of children the person has |
|
Identity Type |
Select one of the options from the drop-down box (BOTSWANA ID, Mozambique, Other, SA ID, ZAMBIA ID) |
|
Identity Number |
The person's identity number
Mandatory |
|
ID Number Confirmation |
The method used for confirmation of the ID Number. Values may be: HOME AFFAIRS UNCONFIRMED
Note: South African ID Numbers are validated using a Home Affairs link. Once an ID Number has been validated it will not be able to be updated. If the value for ID Number Confirmation is HOME AFFAIRS, the system will protect the ID Number field and it will not be enabled for update.
For more information refer to Home Affairs Batch Job Processing below. |
|
Passport Country |
The country which issued the Passport. Select a Country from the LIST.
This field is mandatory if the Identity Type selected is PASSPORT. |
|
Date of Birth |
The person's date of birth
Mandatory |
|
DOB confirmed indicator |
Tick if the person’s date of birth has been confirmed |
|
Death Date |
The person's date of death. |
|
Cause of Death |
The cause of death of the person. |
|
Disability Status |
The format of correspondence / communication with the member.
Select one of the options from the drop-down box (e.g. Braille, Cassette, Compact Disc, Large Print). |
|
Registration Status |
The FICA registration status of the bank account.
Select one of the following values from the drop-down list:
APPROVED EXEMPT FICA COMPLIANT NOT APPROVED PENDING |
|
User Id |
The Id of the User who created this Client Details record. |
|
Date and Time |
The date and time when this Client Details record was created. |
Once the required details have been captured, click OK.
When the JU1BA Client Details screen is opened and a value has not been captured in the First Name field, the system will display the following warning message when the OK button is selected with Yes and No buttons:
A first name has not been captured. Are you sure you want to create this record without it?
If the Yes button is selected, the record will be created.
If the No button is selected, the system will flow back to the JU1BA Client Details screen.
South African ID Numbers
If the Identity Type is South African then the system will validate that the same ID Number does not exist on the system.
South African ID Numbers are validated using a Home Affairs link.
Once an ID Number has been validated it will not be able to be updated. If the value for ID Number Confirmation is HOME AFFAIRS, the system will protect the ID Number field and it will not be enabled for update.
The JU3SR_HOME_AFFAIRS_VERIFY batch job is scheduled to run daily.
When the batch job runs, the system will read all of the Natural Person Records for which the value for Identity Type is SA ID and for which the value for ID Number Confirmed is not HOME AFFAIRS. The value for Identity Number will be extracted for all of the records and a file for submission to Home Affairs will be created.
When the file in the format below is received from Home Affairs, the system will find the Natural Person record with a value for Identification Number equal to the value for ID Number in the file and read the values for Surname and First Names on the Natural Person record.
If the values match the values for Surname and First Names in the Home Affairs file, the system will update the value for ID Number Confirmation on the Natural Person record to HOME AFFAIRS.
|
Field |
Length |
Start Position |
End Position |
Description |
|
ID Number |
13 |
1 |
13 |
|
|
Comment |
43 |
14 |
56 |
PERSON DECEASED RECORD DOES NOT EXIST ON FILE TEST DIGIT OF IDENTITY NUMBER INCORRECT |
|
Date of Death |
8 |
57 |
64 |
In format CCYYMMDD |
|
Cause of Death |
50 |
65 |
114 |
|
|
Surname |
45 |
115 |
159 |
|
|
First Names |
Variable |
160 |
variable |
The end of the row is denoted with a return (CRLF) |
Also refer to
System Reports
Audit
Home Affairs Verify
Note:
These validations are in addition to the existing validations and do not replace the existing validations.