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AFFIRM Screens and TX103 Mapping

Overview

This article provides users with a mapping reference between AFFIRM screens and the TX103 generated by the order. The AFFIRM screens shown below, the field mapping, and the associated XML are all color coordinated within each section.

Note: The XML included in this article does not represent the entire XML in the TX103.  The TX103 for the order in this example is available in its entirety upon request.

 

Financial Advisor Tab

The below Financial Advisor screen fields, field mappings, and XML are all color coordinated.

AFFIRM Screen Fields

Select Field Mapping

AFFIRM Label Path
Rep ID (Primary FA) key(‘RelSalesRepToOrder’)[./RelationRoleCode=37][./RelatedRefIDType=30]/RelatedRefID
Financial Advisor First Name key(‘SalesRepPrime’)/Person/FirstName
MI key(‘SalesRepPrime’)/Person/MiddleName
Financial Advisor Last Name key(‘SalesRepPrime’)/Person/LastName
SSN key(‘SalesRepPrime’)/GovtID
Split Percent key(‘RelSalesRepToOrder’)[./RelationRoleCode=37][./RelatedRefIDType=30]/InterestPercent
Financial Advisor First Name (Additional FA) key(‘SalesRep’)[1]/Person/FirstName
SSN (Additional FA) key(‘SalesRep’)[2]/GovtID

Associated TX103 XML
<Party id="_d4db2e34-0396-4bea-90e2-9047b4241ddc">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Adams, Adele A</FullName>
     <GovtID>123456789</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <Person>
          <FirstName>Adele</FirstName>
          <MiddleName>A</MiddleName>
          <LastName>Adams</LastName>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>
     <Address id="_f716e06d-34a1-428a-bbe8-c7e8e59ebec3">
          <AddressTypeCode tc="1">Residence</AddressTypeCode>
     </Address>
     <Producer/>
</Party>
<Party id="_59017de1-efa4-4ed2-9ea4-2b35554b39fb">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Brown, Brad B</FullName>
     <GovtID>222222222</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <Person>
          <FirstName>Brad</FirstName>
          <MiddleName>B</MiddleName>
          <LastName>Brown</LastName>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>
     <Address id="_2cf08e33-96e3-4fa6-9ff7-902e229d372d">
          <AddressTypeCode tc="1">Residence</AddressTypeCode>
     </Address>
     <Producer/>
</Party>
<Party id="_c2120881-27c0-405f-b6a9-e2df3baa8056">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Campbell, Cindy</FullName>
     <GovtID>333333333</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <Person>
          <FirstName>Cindy</FirstName>
          <LastName>Campbell</LastName>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>
     <Address id="_36914991-1530-48f2-b598-782263269a92">
          <AddressTypeCode tc="1">Residence</AddressTypeCode>
     </Address>
     <Producer/>
</Party>
<Relation id="_fa395ef6-38ea-46e8-a3e1-520d43143490" OriginatingObjectID="_500848b9-44ea-43c3-8520-fb08b4bd9be1" RelatedObjectID="_d4db2e34-0396-4bea-90e2-9047b4241ddc">
     <OriginatingObjectType tc="4">Holding</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="37">Primary Writing Agent</RelationRoleCode>
     <InterestPercent>80.00</InterestPercent>
     <RelatedRefID>REP1</RelatedRefID>
     <RelatedRefIDType tc="30">30</RelatedRefIDType>
     <Sequence>4</Sequence>
</Relation>
<Relation id="_25ff8f93-6974-4338-b712-cefbf2a0515b" OriginatingObjectID="_500848b9-44ea-43c3-8520-fb08b4bd9be1" RelatedObjectID="_59017de1-efa4-4ed2-9ea4-2b35554b39fb">
     <OriginatingObjectType tc="4">Holding</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="52">Additional Writing Agent</RelationRoleCode>
     <InterestPercent>10.00</InterestPercent>
     <RelatedRefID>REP2</RelatedRefID>
     <RelatedRefIDType tc="30">30</RelatedRefIDType>
     <Sequence>9</Sequence>
</Relation>
<Relation id="_51ce3e9b-56bf-4a7b-8c20-cca7a037219d" OriginatingObjectID="_500848b9-44ea-43c3-8520-fb08b4bd9be1" RelatedObjectID="_c2120881-27c0-405f-b6a9-e2df3baa8056">
     <OriginatingObjectType tc="4">Holding</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="52">Additional Writing Agent</RelationRoleCode>
     <InterestPercent>10.00</InterestPercent>
     <RelatedRefID>REP3</RelatedRefID>
     <RelatedRefIDType tc="30">30</RelatedRefIDType>
     <Sequence>10</Sequence>
</Relation>

 

Product and Funding Tabs

The below Product and Funding screen fields, field mappings, and XML are all color coordinated.

AFFIRM Screen Fields

Product Tab

Funding Tab

Select Field Mapping

AFFIRM label Path
Case Description key(‘AnnuityOrder’)/HoldingName
Client Account # key(‘AnnuityOrder’)/DistributorClientAcctNum
Ownership Type key(‘AnnuityOrder’)/OwnershipTypeCode
Annuity Plan Type key(‘AnnuityOrder’)/Policy/Annuity/QualPlanType
Solicitation State key(‘AnnuityOrder’)/Policy/Jurisdiction
Share Class key(‘AnnuityOrder’)/ShareClass
Product Type key(‘AnnuityOrder’)/Policy/ProductType
Order Date key(‘AnnuityOrder’)/AsOfDate
Product Name key(‘AnnuityOrder’)/Policy/PlanName
Product Code key(‘AnnuityOrder’)/Policy/ProductCode
Client Account Number key(‘BrokerageAcct’)/Investment/AcctNum
Premium Purchase Amount key(‘FinActivBrokerageAcct’)[1]/FinActivityGrossAmt
Account Type key(‘BrokerageAcct’)/Investment/QualPlanType

Associated TX103 XML
<Holding id="_500848b9-44ea-43c3-8520-fb08b4bd9be1">
     <AccountDesignation tc="3">Owner</AccountDesignation>
     <HoldingTypeCode tc="2">Policy</HoldingTypeCode>
     <HoldingName>The Best One</HoldingName>
     <HoldingStatus tc="3">Proposed - Pending - Not yet inforce</HoldingStatus>
     <AsOfDate>2014-08-22</AsOfDate>
     <HoldingForm tc="0">Unknown</HoldingForm>
     <DistributorClientAcctNum>Acct100</DistributorClientAcctNum>
     <ShareClass tc="4">L Share</ShareClass>
     <Policy CarrierPartyID="_0c0f7981-ff5b-4612-8ae2-add6769052e8">
          <LineOfBusiness tc="2">Annuity</LineOfBusiness>
          <ProductType tc="10">Variable Annuity</ProductType>
          <ProductCode>BESTANNUITY1</ProductCode>
          <ProductVersionCode>2010-04-29 00:00:00</ProductVersionCode>
          <CarrierCode>12345</CarrierCode>
          <PlanName>ANNUITANT Driven - Affirm Standard Usage Product</PlanName>
          <IssueNation tc="1">United States of America</IssueNation>
          <IssueType tc="4">Field Issue</IssueType>
          <Jurisdiction tc="4">Arizona</Jurisdiction>
          <TaxStatus tc="0">0</TaxStatus>
          <CusipNum>DUMMY1009</CusipNum>
          <ReplacementType tc="0">Unknown</ReplacementType>
          <PaymentAmt>0.00</PaymentAmt>
          <AnnualPaymentAmt>0.00</AnnualPaymentAmt>
          <CarrierCommCode>1</CarrierCommCode>
          <TotCommRetained>0.00</TotCommRetained>
          <Annuity>
               <PremType tc="0">0</PremType>
               <QualPlanType tc="1">Non-Qualified</QualPlanType>
               <QualPlanSubType tc="5">Not Applicable</QualPlanSubType>
               <SourceOfFunds>1</SourceOfFunds>
               <GuarIntRate>0.00</GuarIntRate>
               <InitDepositAmt>50000.00</InitDepositAmt>
               <Rider id="_7008d181-cbaa-42f9-89f4-f828cd598aea">
                    <RiderTypeCode tc="206">Death Benefit</RiderTypeCode>
                    <RiderSubTypeCode tc="28">Standard Death Benefit</RiderSubTypeCode>
                    <Description>Standard Death Benefit Option</Description>
                    <RiderCode>O45</RiderCode>
                    <ShortName>Standard Death Benefit Option</ShortName>
                    <FeatureName>Death Benefit Option</FeatureName>
                    <Fee id="_b23ffed7-2c15-4fd7-888d-6c8470d91f6f">
                         <FeeType tc="4">Base M&amp;E Charges</FeeType>
                         <FeeMode tc="1">Annually</FeeMode>
                         <Description>Annual M&amp;amp;E Charge on Standard Death Benefit Option</Description>
                         <FeeAmt>100.00</FeeAmt>
                         <ChargeBasedOn tc="0">Unknown</ChargeBasedOn>
                    </Fee>
               </Rider>
               <Rider id="_ef1671bf-6504-40ce-a1b0-db4b281fa5c2">
                    <RiderTypeCode tc="207">Surrender Charges</RiderTypeCode>
                    <RiderSubTypeCode tc="29">A-Share</RiderSubTypeCode>
                    <Description>&amp;quot;Optional rider which changes the surrender charge schedule from the default/base schedule to a surrender charge schedule like a product with an A-Share ShareClass, such as a reduced surrender charge schedule. 
                    Use this code if the surrender charge schedule is not the base (default) surrender charge schedule for the product.&amp;quot;</Description>
                    <RiderCode>SC2</RiderCode>
                    <ShortName>A-Share Surrender Charge</ShortName>
                    <FeatureName>Surrender Charges</FeatureName>
                    <Fee id="_26de8c87-f7db-434f-93aa-bf0b3008546a">
                         <FeeType tc="4">Base M&amp;E Charges</FeeType>
                         <FeeMode tc="7">Bi-Weekly (every two weeks)</FeeMode>
                         <Description>Bi Weekly M &amp;amp; E Charges on L-Share Surrender Charge</Description>
                         <FeePct>0.1500000</FeePct>
                         <ChargeBasedOn tc="0">Unknown</ChargeBasedOn>
                    </Fee>
               </Rider>
           </Annuity>
           <ApplicationInfo>
                <TrackingID>FHD-BVBS-3KP</TrackingID>
                <ApplicationJurisdiction tc="4">Arizona</ApplicationJurisdiction>
                <FormalAppInd tc="1">True</FormalAppInd>
                <CounterOfferOK tc="1">True</CounterOfferOK>
                <SignedDate>2014-08-22</SignedDate>
                <SubmissionType tc="2">Electronic</SubmissionType>
                <ApplicationCollectionDate>2014-08-22</ApplicationCollectionDate>
                <CWAAmt>0.00</CWAAmt>
                <PaymentForm tc="0">Unknown</PaymentForm>
                <PrefLanguage tc="9">English</PrefLanguage>
                <DisclosureInd tc="1">True</DisclosureInd>
                <ApplicationCollectionTime>11:44:33</ApplicationCollectionTime>
          </ApplicationInfo>
          <FinancialActivity id="_03ac1b42-50d4-4876-b27f-3bc655d53fee">
                <FinActivityType tc="1">Premium Payment</FinActivityType>
                <Description>Brokerage Account</Description>
                <FinActivityGrossAmt>50000.00</FinActivityGrossAmt>
                <FinActivityNetAmt>50000.00</FinActivityNetAmt>
                <ReferenceNo>FHDBVBS3KP001</ReferenceNo>
                <RetainedCommissionAmt>0.00</RetainedCommissionAmt>
                <CommissionAmt>0.00</CommissionAmt>
                <Payment id="_dd2ae1b1-760f-4ae9-ba1d-86301bcdabd8">
                     <PaymentForm tc="11">Clearinghouse</PaymentForm>
                </Payment>
                <Payment id="_c1801f32-ced6-4fed-9487-564390d82a04" HoldingID="_40677515-aa0e-4db9-875e-add6259473a1">
                     <PaymentAmt>50000.00</PaymentAmt>
                     <SourceOfFundsTC tc="17">Fixed Insurance</SourceOfFundsTC>
                     <OLifEExtension VendorCode="03" ExtensionCode="05-2.003.683">
                          <Suitab3/>
                     </OLifEExtension>
                     <OLifEExtension VendorCode="03" ExtensionCode="05-2.003.684">
                          <Suitab7/>
                     </OLifEExtension>
               </Payment>
               <FinancialActivityInfo id="_8c0dc34b-f73f-4b83-b45e-19461bc81f7b" HoldingRefID="_11045141-cc9e-4a2a-b3a2-6755aa6b43a3"/>
               </FinancialActivity>
               <OLifEExtension VendorCode="03">
                    <CAReg620Ind tc="0">False</CAReg620Ind>
               </OLifEExtension>
      </Policy>
      <Investment>
               <SubAccount id="_b1146330-4f9e-4d1a-b41b-a3111df050dd">
                    <ProductCode>120</ProductCode>
                    <CarrierCode>12345</CarrierCode>
                    <CarrierName>Internally Managed Carrier Fund</CarrierName>
                    <ProductFullName>5 Yr. Guaranteed Fixed Account</ProductFullName>
                    <InvestType tc="15">Variable Annuity</InvestType>
                    <ProductSymbol>F5</ProductSymbol>
                    <CurrRate>0.00</CurrRate>
                    <SurrenderChargeAmt>0.00</SurrenderChargeAmt>
               </SubAccount>
      </Investment>
      <Arrangement id="_42cc7d25-4a20-4d40-9a6d-035009f55fce">
               <ProductCode>IP1</ProductCode>
               <ArrType tc="19">Initial Premium</ArrType>
               <ArrSubType tc="23">Initial Premium Allocation</ArrSubType>
               <ModalAmt>50000.00</ModalAmt>
               <SurrenderChargeAmt>0.00</SurrenderChargeAmt>
               <PlanName>Self Directed Initial Premium</PlanName>
               <DestTransferAmtType tc="3">Percentage</DestTransferAmtType>
               <ArrDestination id="_89d0b2f4-49da-4dee-b697-36817d7c0dc4" SubAcctID="_b1146330-4f9e-4d1a-b41b-a3111df050dd">
                    <TransferPct>100.00</TransferPct>
                    <PaymentForm tc="0">Unknown</PaymentForm>
                    </ArrDestination>
      </Arrangement>
      <Authorization id="_d16b8c41-f036-4783-a2fa-b9d7a4ac0d54">
                    <BusinessMethodCC>
                         <BusinessMethod tc="4">Phone</BusinessMethod>
                    </BusinessMethodCC>
                    <AuthorizationTransaction>
                         <AuthorizationMappingCodeInd tc="0">False</AuthorizationMappingCodeInd>
                         <AdministrativeTransaction tc="105">Withdrawal (one time or automatic for policy or investment)</AdministrativeTransaction>
                         <OLifEExtension VendorCode="03" ExtensionCode="Unknown">
                         <AdministrativeTransactionSubType 
tc="0">Unknown</AdministrativeTransactionSubType>
                         </OLifEExtension>
                    </AuthorizationTransaction>
           </Authorization>
           <Authorization id="_541d9ec3-c923-4a55-8f29-a72494f4a1ba">
                    <BusinessMethodCC>
                         <BusinessMethod tc="4">Phone</BusinessMethod>
                    </BusinessMethodCC>
                    <AuthorizationTransaction>
                    <AuthorizationMappingCodeInd tc="0">False</AuthorizationMappingCodeInd>
                    <AdministrativeTransaction tc="102">Fund Transfer (one time or automatic for investment or policy)</AdministrativeTransaction>
                    <OLifEExtension VendorCode="03" ExtensionCode="Unknown">
                         <AdministrativeTransactionSubType tc="0">Unknown</AdministrativeTransactionSubType>
                    </OLifEExtension>
           </AuthorizationTransaction>
           </Authorization>
           <Authorization id="_094fa0a5-a1d8-40a8-b5be-2ad15381662a">
                <BusinessMethodCC>
                     <BusinessMethod tc="4">Phone</BusinessMethod>
                </BusinessMethodCC>
           <AuthorizationTransaction>
                <AuthorizationMappingCodeInd tc="0">False</AuthorizationMappingCodeInd>
                <AdministrativeTransaction tc="102">Fund Transfer (one time or automatic for investment or policy)</AdministrativeTransaction>
                <OLifEExtension VendorCode="03" ExtensionCode="Unknown">
                     <AdministrativeTransactionSubType tc="0">Unknown</AdministrativeTransactionSubType>
                </OLifEExtension>
           </AuthorizationTransaction>
     </Authorization>
     <Fee id="_a17dcb13-d2a3-4d98-a271-ce54f90e0b5e">
           <FeeType tc="2">Administrative Fee</FeeType>
           <FeeMode tc="1">Annually</FeeMode>
           <Description>Annual Administrative Charge waiver at $750,000</Description>
           <FeeAmt>30.00</FeeAmt>
           <ChargeBasedOn tc="0">Unknown</ChargeBasedOn>
     </Fee>
     <Fee id="_ffd66f0e-642c-49fe-8d02-0cde23cab041">
           <FeeType tc="4">Base M&amp;E Charges</FeeType>
           <FeeMode tc="1">Annually</FeeMode>
           <Description>Base M&amp;amp;E Fee #2</Description>
           <FeePct>75.0000000</FeePct>
           <ChargeBasedOn tc="0">Unknown</ChargeBasedOn>
     </Fee>
     <OLifEExtension VendorCode="03" ExtensionCode="05-2.003.681">
           <OwnershipTypeCode tc="30">Person</OwnershipTypeCode>
     </OLifEExtension>
     <OLifEExtension VendorCode="03" ExtensionCode="05-2.003.679">
           <Suitab1 id="_c4a2d079-98b8-422f-8ab2-144adef2ad0d">
                <Financial_TaxDeferralNeedBool tc="0">No</Financial_TaxDeferralNeedBool>
                <Invest_Hold>10</Invest_Hold>
                <Invest_NaturalPersonLU tc="1">Yes</Invest_NaturalPersonLU>
                <Financial_TaxBracketLU tc="31">31% Bracket</Financial_TaxBracketLU>
           </Suitab1>
     </OLifEExtension>
     <OLifEExtension VendorCode="03" ExtensionCode="05-2.003.680">
           <Suitab2 id="_7f62f8ce-053d-4d01-8126-5236a26b989f">
                <Invest_Prospectus tc="1">Yes</Invest_Prospectus>
                <Authorize_ElectronicPhoneTransactAgent tc="1">Yes</Authorize_ElectronicPhoneTransactAgent>
                <Authorize_ElectronicPhoneTransactOwner tc="1">Yes</Authorize_ElectronicPhoneTransactOwner>
           </Suitab2>
     </OLifEExtension>
</Holding>
<Holding id="_11045141-cc9e-4a2a-b3a2-6755aa6b43a3">
      <HoldingTypeCode tc="3">Investment</HoldingTypeCode>
      <HoldingStatus tc="1">Active the Holding is in force</HoldingStatus>
      <CurrencyTypeCode tc="840">USD (United States Dollar)</CurrencyTypeCode>
      <HoldingForm tc="0">Unknown</HoldingForm>
      <DistributorClientAcctNum>012345678987654</DistributorClientAcctNum>
      <Investment CarrierPartyID="_d73c17a1-4fea-41d4-ad6e-fc22c4cc44c4">
           <AcctNum>012345678987654</AcctNum>
           <QualPlanType tc="1">Non-Qualified</QualPlanType>
           <QualPlanSubType tc="5">Not Applicable</QualPlanSubType>
           <SubAccount id="_17b4623f-5b48-4ef1-af2a-f99872c222a3">
                <CurrRate>0.00</CurrRate>
                <SurrenderChargeAmt>0.00</SurrenderChargeAmt>
           </SubAccount>
     </Investment>
</Holding>
<Holding id="_40677515-aa0e-4db9-875e-add6259473a1">
     <HoldingTypeCode tc="2">Policy</HoldingTypeCode>
     <HoldingName>Fixed Insurance</HoldingName>
     <HoldingForm tc="0">Unknown</HoldingForm>
     <Policy CarrierPartyID="_0fead7bb-1518-4749-a014-650d1c3a9ad9">
          <LineOfBusiness tc="0">0</LineOfBusiness>
          <IssueNation tc="0">0</IssueNation>
          <IssueType tc="0">Unknown</IssueType>
          <Jurisdiction tc="0">Unknown</Jurisdiction>
          <TaxStatus tc="0">0</TaxStatus>
          <ReplacementType tc="0">Unknown</ReplacementType>
          <PaymentAmt>0.00</PaymentAmt>
          <AnnualPaymentAmt>0.00</AnnualPaymentAmt>
     </Policy>
     <Fee id="_cc2ce8bc-4d75-4492-9f47-181bbd39253a">
          <FeeType tc="16">Surrender Charge</FeeType>
     </Fee>
</Holding>

 

Participants Tab

The below Participants screen fields, field mappings, and XML are all color coordinated.

AFFIRM Screen Fields

Select Field Mapping

AFFIRM label Path
First Name Owner key(‘Owner’)/Person/FirstName
Suffix key(‘Beneficiary’)[1]/Person/Suffix
Name (Trusts, Corporations, ETC) key(‘ContingentBeneficiary’)/FullName
Organization key(‘ContingentBeneficiary’)/Organization/OrgForm

Associated TX103 XML
<Party id="_c5b4e1cd-10b9-4989-adba-3a9f35524e74">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Orwell, Olivia O</FullName>
     <GovtID>121219500</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <ResidenceState tc="1">Alabama</ResidenceState>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <ResidenceCountyTC tc="0">0</ResidenceCountyTC>
     <Person>
          <FirstName>Olivia</FirstName>
          <MiddleName>O</MiddleName>
          <LastName>Orwell</LastName>
          <Prefix>Dr.</Prefix>
          <Gender tc="2">Female</Gender>
          <BirthDate>1950-12-12</BirthDate>
          <Age>64</Age>
          <Citizenship tc="1">United States of America</Citizenship>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>

<Party id="_1407d846-cc9d-4f87-b4d6-db3c809aa9f0">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Benefits, Ben B, Jr.</FullName>
     <GovtID>111119500</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <Person>
          <FirstName>Ben</FirstName>
          <MiddleName>B</MiddleName>
          <LastName>Benefits</LastName>
          <Suffix>Jr.</Suffix>
          <Gender tc="1">Male</Gender>
          <BirthDate>1950-11-11</BirthDate>
          <Age>64</Age>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>

</Party>
<Party id="_056b6f37-55b9-4b60-bf83-f890408efca2">
     <PartyTypeCode tc="2">Organization</PartyTypeCode>
     <FullName>The Best Corporation</FullName>
     <GovtID>102030405</GovtID>
     <GovtIDTC tc="2">Taxpayer Identification Number</GovtIDTC>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <Organization>
          <OrgForm tc="23">Corporation (general)</OrgForm>
     </Organization>
     <Address id="_fcedb68b-bddc-4cd1-be56-a825228c8077">
          <AddressTypeCode tc="2">Business</AddressTypeCode>
          <Line1>100 Best Corporation Rd</Line1>
          <City>Washington</City>
          <AddressStateTC tc="1">Alabama</AddressStateTC>
          <Zip>506540206</Zip>
          <AddressCountryTC tc="1">United States of America</AddressCountryTC>
     </Address>
     <Risk/>
</Party>

 

Participant Details Tab

The below Participant Details screen fields, field mappings, and XML are all color coordinated.

AFFIRM Screen Fields

Select Field Mapping

AFFIRM label Path
Gender key(‘Owner’)/Person/Gender
Date of Birth concat(substring(key(‘Owner’)/Person/BirthDate, 6, 2), ‘/’,substring(key(‘Owner’)/Person/BirthDate, 9, 2), ‘/’, substring(key(‘Owner’)/Person/BirthDate, 1, 4))
Address (Type) key(‘Owner’)/Addresses[1]/AddressTypeCode
Phone Type key(‘Owner’)/Phones[1]/PhoneTypeCode
Phone # key(‘Owner’)/Phones[1]/AreaCode
key(‘Owner’)/Phones[1]/DialNumber
Email Type key(“Owner”)/EMailAddresses[1]/EMailType
Email Address key(“Owner”)/EMailAddresses[1]/AddrLine

Associated TX103 XML
<Party id="_c5b4e1cd-10b9-4989-adba-3a9f35524e74">
     <PartyTypeCode tc="1">Person</PartyTypeCode>
     <FullName>Orwell, Olivia O</FullName>
     <GovtID>121219500</GovtID>
     <GovtIDTC tc="1">Social Security Number US</GovtIDTC>
     <ResidenceState tc="1">Alabama</ResidenceState>
     <EstNetWorth>0.00</EstNetWorth>
     <PrefComm tc="0">0</PrefComm>
     <IDReferenceType tc="0">0</IDReferenceType>
     <ResidenceCountyTC tc="0">0</ResidenceCountyTC>
     <Person>
          <FirstName>Olivia</FirstName>
          <MiddleName>O</MiddleName>
          <LastName>Orwell</LastName>
          <Prefix>Dr.</Prefix>
          <Gender tc="2">Female</Gender>
          <BirthDate>1950-12-12</BirthDate>
          <Age>64</Age>
          <Citizenship tc="1">United States of America</Citizenship>
          <DriversLicenseState tc="0">Unknown</DriversLicenseState>
          <DriversLicenseCountry tc="0">0</DriversLicenseCountry>
          <BirthCountry tc="0">0</BirthCountry>
     </Person>
     <Address id="_7952d5d7-99eb-4b68-a963-039d1811dda7">
          <AddressTypeCode tc="1">Residence</AddressTypeCode>
          <Line1>123 Main Street</Line1>
          <City>Anywhere</City>
          <AddressStateTC tc="1">Alabama</AddressStateTC>
          <Zip>121219500</Zip>
          <AddressCountryTC tc="1">United States of America</AddressCountryTC>
          <PrefAddr tc="1">True</PrefAddr>
     </Address>
     <Phone id="_1de1f82a-d63f-40e4-afab-503d5b440cf3">
          <PhoneTypeCode tc="1">Home</PhoneTypeCode>
          <AreaCode>100</AreaCode>
          <DialNumber>1001001</DialNumber>
          <Sequence>1</Sequence>
     </Phone>
     <EMailAddress id="_3585cb1f-eea9-4c27-996d-c3385d1f51d5">
          <EMailType tc="1">Business</EMailType>
          <AddrLine>OliviatheDr@email.com</AddrLine>
     </EMailAddress>
     <Risk>
          <ExistingInsuranceInd tc="0">False</ExistingInsuranceInd>
          <ReplacementInd tc="0">False</ReplacementInd>
          <MilitaryExp id="_1403959c-34e8-4e1f-8c0c-5137df2f0d50">
               <MilitaryStatus tc="2">No</MilitaryStatus>
          </MilitaryExp>
     </Risk>
</Party>
<Relation id="_49aaccd7-cc0d-4069-9632-0de862eee044" OriginatingObjectID="_d73c17a1-4fea-41d4-ad6e-fc22c4cc44c4" RelatedObjectID="_d4db2e34-0396-4bea-90e2-9047b4241ddc">
     <OriginatingObjectType tc="6">Party</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="120">Agent of Agency</RelationRoleCode>
     <Sequence>1</Sequence>
</Relation>
<Relation id="_1af372ed-82db-4c0c-a15f-eb2892c82ae2" OriginatingObjectID="_c5b4e1cd-10b9-4989-adba-3a9f35524e74" RelatedObjectID="_c5b4e1cd-10b9-4989-adba-3a9f35524e74">
     <OriginatingObjectType tc="6">Party</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="168">Self</RelationRoleCode>
     <Sequence>2</Sequence>
</Relation>
<Relation id="_8e55612e-7e64-408e-b1ae-28f4dd1e82c1" OriginatingObjectID="_c5b4e1cd-10b9-4989-adba-3a9f35524e74" RelatedObjectID="_1407d846-cc9d-4f87-b4d6-db3c809aa9f0">
     <OriginatingObjectType tc="6">Party</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="2">Child</RelationRoleCode>
     <Sequence>3</Sequence>
</Relation>
<Relation id="_12843b67-101e-4232-a6d8-8782a4c56c86" OriginatingObjectID="_500848b9-44ea-43c3-8520-fb08b4bd9be1" RelatedObjectID="_c5b4e1cd-10b9-4989-adba-3a9f35524e74">
     <OriginatingObjectType tc="4">Holding</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="35">Annuitant</RelationRoleCode>
     <Sequence>6</Sequence>
</Relation>
<Relation id="_a9cf7427-8c32-48c6-808c-ea742d2a1abe" OriginatingObjectID="_500848b9-44ea-43c3-8520-fb08b4bd9be1" RelatedObjectID="_1407d846-cc9d-4f87-b4d6-db3c809aa9f0">
     <OriginatingObjectType tc="4">Holding</OriginatingObjectType>
     <RelatedObjectType tc="6">Party</RelatedObjectType>
     <RelationRoleCode tc="34">Beneficiary</RelationRoleCode>
     <InterestPercent>100.00</InterestPercent>
     <IrrevokableInd tc="0">False</IrrevokableInd>
     <Sequence>8</Sequence>
</Relation>

 

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