This is a data extract of beneficiary information. The data is extracted into a file which is available for download each day.
The BJU3UA batch job is scheduled to run in the batch schedule every day.
When the batch job runs, the system will retrieve all of the Beneficiaries with a CAR relationship of HAS BENEFICIARY and a BEN_BENFCRY relationship of BENEFICIARY OF linked to a membership and will create a control record with the Timestamp that the batch job completed.
The beneficiaries with a Timestamp greater than the Timestamp of the latest batch control record will be retrieved and a Beneficiary Download extract will be created with a report type of BENEFICIARY DOWNLOAD as per the table below:
Note:
Where multiple beneficiaries are linked to a membership, the system will write a row for each beneficiary to the extract.
|
COLUMN HEADING |
DETAIL |
|
CLIENT_CODE |
External Code on the Client record of the membership linked to the beneficiary. |
|
ACCOUNT_CODE |
Concatenation of Scheme Code and Membership Reference Number of the membership linked to the beneficiary. |
|
ACCOUNT_TYPE |
Scheme Code |
|
DATE |
Date of the Extract (i.e. Current Date) |
|
MEMBER_NAME |
Member Surname |
|
INITIALS |
Member Initials |
|
MEMBER_ID |
Member ID Number |
|
BENEFICIARY_SURNAME |
Beneficiary Surname |
|
BENEFICARY_INITIALS |
Beneficiary Initials |
|
BENEFICIARY_FIRST_NAME |
Beneficiary First Name |
|
BENEFICIARY_TITLE |
Beneficiary Title |
|
BENEFICIARY_DOB |
Beneficiary Date of Birth |
|
BENEFICIARY_ID_NUMBER |
Beneficiary ID Number |
|
BENEFICIARY_ID_TYPE |
Beneficiary ID Type |
|
RELATIONSHIP |
Client Relationship Type of the beneficiary linked to the membership |
|
PERCENTAGE |
Beneficiary Percentage |
|
START DATE |
Beneficiary Start Date |
|
END DATE |
Beneficiary End Date |
|
POSTAL_ADDRESS_1 |
Beneficiary Postal Address Line 1 |
|
POSTAL_ADDRESS_2 |
Beneficiary Postal Address Line 2 |
|
POSTAL_ADDRESS_3 |
Beneficiary Postal Address Line 3 |
|
POSTAL_ADDRESS_4 |
Beneficiary Postal Address Line 4 |
|
POSTAL_CODE |
Beneficiary Postal Code |
|
PAYMENT_METHOD_1 |
(Display Values 1 or 0) 1 – If the SubType on the Member Values table is PAYMNT METHOD 1 Else, display 0. |
|
PAYMENT_METHOD_2 |
(Display Values 1 or 0) 1 – If the SubType on the Member Values table is PAYMNT METHOD 2 Else, display 0. |
|
TRUST_NAME |
T_Name field on the Org Unit table linked to the beneficiary with an Client Relationship of TRUST |
|
TRUST_NUMBER |
R_ORG_Registration field on the Org Unit table linked to the beneficiary with an Client Relationship of TRUST |
A new batch parameter with the following naming convention has been created:
· BATCHJOBNAME_BATDIR
Where: BATCHJOBNAME is the name of the batch job creating the Beneficiary Download extract.
Capture the pathname where the file must be saved in the Description field for the batch parameter.
The extracted data will be written to a .csv file with a file name according to the following naming convention:
· Beneficiary_download_YYYYMMDD
Where: YYYYMMDD is the date that the file is created.
Save the .csv file in the pathname specified for the batch parameter.