Document Upload

This file layout enables the take-on of documents to be uploaded to the Document Manager.   

 

This process can be used to load just a reference to this document on the member's record or the full document.

 

The files will be placed in a directory on the server.  This directory is a setting on the global settings.

 

Input file layout

 

Field Name

Field Size

DEC

ATTR

O/M

Start

End

Description / Value

1

File indicator

4

 

Char

M

1

4

DOCU

2

FundNumber

7

 

Char

M

5

11

Scheme code

3

MemberNumber

20

 

Char

M

12

31

Principal member reference number

4

Document type

15

 

Char

M

32

46

AUGMENTATION

BENEFIT LETTER

BENEFITSTATEMNT

BENFCRY ID DOCS

CLAIM FORM

DEATH CERT

DISABILITY ASS

ELIGIBILITY

EMAIL

FIN STATEMENTS

FLEXIBLE LETTER

FUND MEMBER

GEN CORRSPNDNCE

LABLTY SETTLMNT

MI PRIORITY E

MI PRIORITY H

MI PRIORITY N

NOTATION

OTHER MEMBSHIP

PRF OF BNK DTLS

PUBLICATIONS

RECONTN OF TRF

REIN BEN CLM FM

RESERVE BANK

SMS

STATUS DATE

TAX DIR APPLCTN

TAX DIRECTIVE

TERMINATING

TRUST PAYMENT

TRUSTEEDECISION

VALUATION

5

FileName

100

 

Char

M

47

146

Location of file to be uploaded. This will be the directory on the CD.  The file could be on either the server or network share.

6

Decription/GUID

100

 

Char

O

147

246

Unique ID on source system

7

Source

15

 

Char

O

247

261

This is the system that the document will be stored in when it is not stored in the Document Manager, i.e. where to find the file if the GUID is provided – like Sybrin or Content Manager – UDPV.

If the instruction is REF or TARGET, then this value points to the system were the file is saved and fetched, using the GUID as file id.  This functionality is not usable as no source system exists yet.  Users to leave blank as it is ignored.

 

Where to find the file if the GUID is provided – like Sybrin or Content Manager – UDPV.

 

Note:

For more information, refer to Field Descriptions table below.

8

Instruction

6

 

Char

O

262

267

Load only the reference to the member record – REF

Load the reference and document to – REFDOC

Load the reference and document to the source system – TARGET

 

Note:

For more information, refer to Field Descriptions table below.

9

Purpose

15

 

Char

O

268

282

INTERNAL/EXTERNAL UDPV.

 

Note:

Currently, everything is treated as INTERNAL.

Note:

For more information, refer to Field Descriptions table below.

10

File Company

15

 

Char

O

283

297

File Company Code on Infrastructure

11

Region

15

 

Char

O

298

312

Region Code on Infrastructure

12

Box Number

30

 

Char

O

313

342

Box Number where the document is stored.

O = Optional field

M = Mandatory

 

Note:

All optional text fields must be padded with trailing spaces.

All numeric fields must be padded with leading zeroes.