This file contains all member note information.
The following validations are performed during the process:
- The member must exist on the system.
- The processing of notes against exited members is allowed.
Log in to the system from the Logon page.
Click clients.
The Welcome screen will be displayed.
From the main menu on top, click Members. The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.
Once the required member has been selected, the JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.
Highlight the required member and select Note from the sub-menu on the left.
The JV0AA Maintain Notation screen will be displayed. The header of the note that was uploaded will be shown.
To view details of the note, select the required note and select OPEN. The JV0AA Maintain Notation screen will be displayed.
The note that was loaded via the conversion tool will be shown.
Detail record layout
|
|
Field Name |
Field Size |
DEC |
Start |
End |
ATTR |
O/M |
Description / Value |
|
1 |
File indicator |
4 |
|
1 |
4 |
Char |
M |
AB44 |
|
2 |
Fund number |
7 |
|
5 |
11 |
Char |
M |
Scheme code |
|
3 |
Member number |
20 |
|
12 |
31 |
Char |
O |
Member reference number (Optional for Scheme Notes) |
|
4 |
Header |
60 |
|
32 |
91 |
Char |
M |
Detail of publication. Free format. |
|
5 |
Text |
80 |
|
92 |
171 |
Char |
O |
Commentary about the publication. |
|
6 |
Decision |
2 |
|
172 |
173 |
Num |
O |
1 = receive, 0 = no |
|
7 |
Follow-up date |
8 |
|
174 |
181 |
Char / Date |
O |
CCYYMMDD |
|
8 |
Effective date |
8 |
|
182 |
189 |
Char / Date |
O |
CCYYMMDD |
|
9 |
Response date |
8 |
|
190 |
197 |
Char / Date |
O |
CCYYMMDD |
|
10 |
Purpose |
15 |
|
198 |
212 |
Char |
O |
Publications |
|
11 |
Status |
15 |
|
213 |
227 |
Char |
O |
Completed |
|
12 |
Source |
15 |
|
228 |
242 |
Char |
O |
Manual |
|
13 |
Period End date |
8 |
|
243 |
250 |
Char / Date |
O |
CCYYMMDD (for Scheme Notes) |
|
14 |
Date Signed Off |
8 |
|
251 |
258 |
Char / Date |
O |
CCYYMMDD (for Scheme Notes) |
|
15 |
Note Type |
15 |
|
259 |
273 |
Char |
O |
Type of Note (for Scheme Notes) |
|
16 |
Filler |
1 |
|
274 |
274 |
Char |
M |
|
Positions 1-3 of the last row must contain EOF, followed by a return character.
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.