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Index&#;of Formats
If you use the index to navigate this answer you can use the Back arrow&#;←on your browser to return to it&#;at any time.
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BUILD CLIENT FILE
Build Customer Data Business Client File
(Minimum 2 alpha/numeric characters, maximum 21)
CFB/MANNS | Build Business File |
CFB/GL3/TR | Build Business File, branch office |
Build Customer Data Personal File
CFP/MANNS-SMITH | Build Personal File |
CFP/GL3/TR–JONES | Build Personal File, branch office |
Build Customer Data Business and Personal File Procedure&#;
H/CCD
(Maximum 58 characters per line after the delimiter (/), (except address fields, then characters per line).
Maximum lines allowed in each file.
TRANSFER CODES
Y | Yes - Always move |
O | Optional move |
N | No - Never move |
R | Related Move |
B | Blank Line |
Step 1.
Create Business File CFB/BUSINESS FILE &#;TITLE
Create Personal File CFP/BUSINESS FILE TITLE - PERSONAL FILE TIT