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