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Product Launch Coding Sheet (Infrastructure/System Entities/Corporate Client)

Product Name:

Start Date:

Corporate Clients

Note:

There could be many employers, insurers, investment houses, etc.

Corp. Client	Emp/Ins/Asset Mgr	Emp/Ins/Asset Mgr	Emp/Ins/Asset Mgr
Code
Name
Type
Language
Financial Yr End
Industry Class
Registration No.

Corp. Client	Emp/Ins/Asset Mgr	Emp/Ins/Asset Mgr	Emp/Ins/Asset Mgr
Code
Name
Type
Language
Financial Yr End
Industry Class
Registration No.

Corporate Client Bank Accounts

Corp. Client Name
Bank Details
Bank Name
Branch
Branch Code
Account Details
Account Type	Cur / Sav / Tran	Cur / Sav / Tran	Cur / Sav / Tran
Account Number
Account Name
Mandate	Y / N	Y / N	Y / N
Line Number
Bank Interface	None / Cfoc / Ned	None / Cfoc / Ned	None / Cfoc / Ned
Account Limits
Monthly CR
Daily CR
Transaction CR
Monthly DR
Daily DR
Transaction DR

Corporate Client Address

Note:

There could be many Corporate Clients.

Corp. Client Name
Type	Foreign / Postal / Bus / Resid / Care of / Overseas	Foreign / Postal / Bus / Resid / Care of / Overseas	Foreign / Postal / Bus / Resid / Care of / Overseas
Preferred Communication	Email / Letter / SMS	Email / Letter / SMS	Email / Letter / SMS
Effective Date
Address



Country
Postal Code
Address Status	None / Mail Returned / Other Location	None / Mail Returned / Other Location	None / Mail Returned / Other Location
Telephone Numbers

Cellular
Fax Number
E-mail addresses

Corporate Client Contact Persons

Corporate Client
Surname
Initials
First Name
Title
Date of Birth
Language
Role of Contact Person

Employer Pay Centres

(for principal and participating employers)

Employer Name
Pay Centre Code
Pay Centre Name
Pay Centre Language

Client Pay Centre Address

Note:

There could be many pay centres.

Employer
Type	Foreign /Postal / Bus / Resid / Care of / Overseas	Foreign /Postal / Bus / Resid / Care of / Overseas	Foreign /Postal / Bus / Resid / Care of / Overseas
Preferred Communication	Email / Letter / SMS	Email / Letter / SMS	Email / Letter / SMS
Effective Date
Address



Country
Postal Code
Address Status	None / Mail Returned / Other Location	None / Mail Returned / Other Location	None / Mail Returned / Other Location
Telephone Numbers

Cellular
Fax Number
E-mail addresses

Pay Centre Contact Persons

Pay Centre
Surname
Initials
First Name
Title
Date of Birth
Language
Role of Contact Person

Facility Details

Pay Centre
Employer Type	Employer / Facility User / Vol Contributor	Employer / Facility User / Vol Contributor	Employer / Facility User / Vol Contributor
Type of Company	Co-operative./ Local Authority / NGO / Partnership / Private Ltd Co / Public Company / Sole Proprietor / Statutory Corp / Voluntary Org	Co-operative./ Local Authority / NGO / Partnership / Private Ltd Co / Public Company / Sole Proprietor / Statutory Corp / Voluntary Org	Co-operative./ Local Authority / NGO / Partnership / Private Ltd Co / Public Company / Sole Proprietor / Statutory Corp / Voluntary Org
Main Business Activity	Catering / Farming / Finance / Mining / Retailer / Trading / Transport / Wholesaler	Catering / Farming / Finance / Mining / Retailer / Trading / Transport / Wholesaler	Catering / Farming / Finance / Mining / Retailer / Trading / Transport / Wholesaler
Clinic Category	Hospital / Local Authority / Multiple / Supervised	Hospital / Local Authority / Multiple / Supervised	Hospital / Local Authority / Multiple / Supervised
Inspection Details	(text)	(text)	(text)
Commencement Date