Power Broker/MSWord97® merge data fields list

Appendix C

Power Broker/MSWord97® merge data fields list

Customer (Basic) Form Template

*Field Description*	*Merge Field name Field Name*
*Customer Database*
*Current Date*	DATE
*Customer Code*	CCODE
*Customer Name*	NAME
*Customer Salutation*	SALUTE
*Customer Goes-By*	GOES_BY
*Customer Home Address- Line 1*	H_ADDRESS1
*Customer Home Address - Line 2*	H_ADDRESS2
*Customer City and Province*	H_CITYPROV
*Customer Postal Code*	H_POSTZIP
*Customer Home Telephone*	H_PHONE
*Customer Cellular Telephone*	CELLULAR
*Customer Cottage Telephone*	COT_PHONE
*Customer Holiday Telephone*	HOL_PHONE
*Customer Business Telephone*	BUS_PHONE
*Customer Business Extension*	BUS_EXT
*Customer E-Mail Address*	EMAIL
*Customer Date of Birth*	DATE_BIRTH
*Customer Language*	LANG
*Customer Age*	AGE
*Customer Sex*	SEX
*Customer Marital Status*	MARITAL
*Customer Sector Code*	SECTCODE
*Customer Fax*	FAX
*Customer Tax Zone*	TAXZONE
*Customer Occupation*	OCCUPATION
*Customer Employer Name*	EMPLOYER
*Customer Employer Address - Line1*	E_ADDRESS1
*Customer Employer Address - Line2*	E_ADDRESS2
*Customer Employer City and Province*	E_CITYPROV
*Customer Employer Postal Code*	E_POSTZIP
*Customer Referred By*	REF_BY
*Personal Automobile Renewal Date*	AUTODATE
*Habitational Renewal*	HOMEDATE
*Life and Disability Renewal Date*	LIFEDATE
*Commercial Automobile Renewal Date*	COMMAUTO
*Commercial Business Renewal Date*	COMMBUS
*Customer Since*	CUST_SINCE
*Customer Balance*	BALANCE
*User Name*	USERNAME
*Producer (from the Customer Screen)*
*Producer Code*	PCODE
*Producer Name*	PROD_NAME
*Producer Title*	PROD_TITLE
*Producer Address - Line 1*	PROD_ADD1
*Producer Address - Line 2*	PROD_ADD2
*Producer City and Province*	PROD_CITY
*Producer Postal Code*	PROD_POST
*Producer Telephone*	PROD_PHONE
*Producer Cellular*	PROD_CELL
*Producer Pager*	PROD_PAGER
Branch Office (From the Customer Screen)
*Branch Office Code*	BRANCHCODE
*Branch Office Name*	BRAN_NAME
*Branch Office Address - Line 1*	BRAN_ADD1
*Branch Office Address - Line 2*	BRAN_ADD2
*Branch Office City and Province*	BRAN_CITY
*Branch Office Postal Code*	BRAN_POST
*Branch Office Telephone*	BRAN_TEL
*Branch Office Fax*	BRAN_FAX

Customer with Networth Form Template

*Field Description*	*Merge Field Name*
*Customer Database*
*Current Date*	DATE
*Customer Code*	CCODE
*Customer Name*	NAME
*Customer Salutation*	SALUTE
*Customer Goes-By*	GOES_BY
*Customer Home Address- Line 1*	H_ADDRESS1
*Customer Home Address - Line 2*	H_ADDRESS2
*Customer City and Province*	H_CITYPROV
*Customer Postal Code*	H_POSTZIP
*Customer Home Telephone*	H_PHONE
*Customer Cellular Telephone*	CELLULAR
*Customer Cottage Telephone*	COT_PHONE
*Customer Holiday Telephone*	HOL_PHONE
*Customer Business Telephone*	BUS_PHONE
*Customer Business Extension*	BUS_EXT
*Customer E-Mail Address*	EMAIL
*Customer Date of Birth*	DATE_BIRTH
*Customer Language*	LANG
*Customer Age*	AGE
*Customer Sex*	SEX
*Customer Marital Status*	MARITAL
*Customer Sector Code*	SECTCODE
*Customer Fax*	FAX
*Customer Tax Zone*	TAXZONE
*Customer Occupation*	OCCUPATION
*Customer Employer Name*	EMPLOYER
*Customer Employer Address - Line1*	E_ADDRESS1
*Customer Employer Address - Line2*	E_ADDRESS2
*Customer Employer City and Province*	E_CITYPROV
*Customer Employer Postal Code*	E_POSTZIP
*Customer Referred By*	REF_BY
*Personal Automobile Renewal Date*	AUTODATE
*Habitational Renewal*	HOMEDATE
*Life and Disability Renewal Date*	LIFEDATE
*Commercial Automobile Renewal Date*	COMMAUTO
*Commercial Business Renewal Date*	COMMBUS
*Customer Since*	CUST_SINCE
*Customer Balance*	BALANCE
*User Name*	USERNAME
*Spouse 1 Marital Status*	MARITAL2
*Spouse 2 Name*	SPOUSE3
*Spouse 2 Date of Birth*	DATEBIRTH3
*Spouse 2 Age*	AGE3
*Spouse 2 Sex*	SEX3
*Spouse 2 Related to Insured*	INS3
*Spouse 2 Marital Status*	MARITAL3
*Child 1 Name*	CHILD4
*Child 1 Date of Birth*	DATABIRTH4
*Child 1 Age*	AGE4
*Child 1 Sex*	SEX4
*Child 1 Related to Insured*	INS4
*Child 1 Marital Status*	MARITAL4
*Child 2 Name*	CHILD4
*Child 2 Date of Birth*	DATEBIRTH5
*Child 2 Age*	AGE5
*Child 2 Sex*	SEX5
*Child 2 Related to Insured*	INS5
*Child 2 Marital Status*	MARITAL5
*Child 3 Name*	CHILD6
*Child 3 Date of Birth*	DATEBIRTH6
*Child 3 Age*	AGE6
*Child 3 Sex*	SEX6
*Child 3 Related to Insured*	INS6
*Child 3 Marital Status*	MARITAL6
*Child 4 Name*	CHILD7
*Child 4 Date of Birth*	DATEBIRTH7
*Child 4 Age*	AGE7
*Child 4 Sex*	SEX7
*Child 4 Related to Insured*	INS7
*Child 4 Marital Status*	MARITAL7
*Child 5 Name*	CHILD8
*Child 5 Date of Birth*	DATEBIRTH8
*Child 5 Age*	AGE8
*Child 5 Sex*	SEX8
*Child 5 Related to Insured*	INS8
*Child 5 Marital Status*	MARITAL8
*Primary Residence*	HOUSE
*Automobiles*	CARS
*Cottages*	COTTAGE
*Boats*	BOATS
*Jewelry*	JEWELS
*Cash Savings*	CASH
*Mutual Funds*	MUT_FUND
*G.I.C. Savings*	RRSP
*Mutual Funds RRSP*	MUTRRSP
*G.I.C. RRSP*	GICRRSP
*Additional Asset 1 Description*	ASSET1DESC
*Additional Asset 1 Amount*	ASSET1
*Additional Asset 2 Description*	ASSET2DESC
*Additional Asset 2 Amount*	ASSET2
*Additional Asset 3 Description*	ASSET3DESC
*Additional Asset 3 Amount*	ASSET3
*Additional Asset 4 Description*	ASSET4DESC
*Additional Asset 4 Amount*	ASSET4
*Additional Asset 5 Description*	ASSET5DESC
*Additional Asset 5 Amount*	ASSET5
*Mortgages*	MORTGAGE
*Bank Loans*	BANK_LOAN
*Car Loans*	CAR_LOAN
*Additional Liability 1 Description*	LIAB1DESC
*Additional Liability 1 Amount*	LIAB1
*Additional Liability 2 Description*	LIAB2DESC
*Additional Liability 2 Amount*	LIAB2
*Additional Liability 3 Description*	LIAB3DESC
*Additional Liability 3 Amount*	LIAB3
*Additional Liability 4 Description*	LIAB4DESC
*Additional Liability 4 Amount*	LIAB4
*Additional Liability 5 Description*	LIAB5DESC
*Additional Liability 5 Amount*	LIAB5
*Producer (from the Customer Screen)*
*Producer Code*