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Exchange Manager Help
Master Table
The Master table contains the master account information. Exchange only populates the Debtor0 (primary debtor) record in the Master table.
Field Name |
Description |
Length |
Data Type |
Parent Table and Field |
Import Types |
SH_RequestID |
Code that identifies a vendor service request for the account. |
4 |
Integer |
ServiceHistory/RequestID |
NB, M |
Number |
Code that Latitude assigns to identify the account. For new business records, leave this field blank and let Latitude assign the number. For financial, maintenance, and final recall records, provide the code that Latitude assigned previously. |
4 |
Integer |
None |
NB, F, M, R |
Account |
Code that the client assigned to identify the account. |
30 |
VarChar |
None |
NB, F, M, R |
Customer |
Name of the client. |
7 |
VarChar |
None |
NB, F, M, R |
CustDivision |
Client's division. |
15 |
VarChar |
None |
NB, M |
CustDistrict |
Client's district. |
15 |
VarChar |
None |
NB, M |
CustBranch |
Client's branch. |
15 |
VarChar |
None |
NB, M |
Desk |
Code that identifies the desk to assign to the account. The code must exist in Latitude. |
10 |
VarChar |
None |
NB, F, M, R |
Desk1 |
Field used under the direction of Latitude by Genesys. |
10 |
VarChar |
None |
NB, M |
Desk2 |
Field used under the direction of Latitude by Genesys. |
10 |
VarChar |
None |
NB, M |
Branch |
Code that identifies the agency branch. The code must exist in Latitude. |
5 |
VarChar |
None |
NB, M |
Status |
Code that identifies the status of the account, such as open or closed. The code must exist in Latitude. |
5 |
VarChar |
None |
NB, F, M, R |
ClaimType |
Code that identifies the claim type used to determine the statute of limitations. The code must exist in Latitude. |
5 |
VarChar |
None |
NB, M |
ClassOfBusiness |
Code that identifies the class of business to which the account belongs. The code must exist in Latitude. |
5 |
VarChar |
None |
NB, M |
ID1 |
Custom identification code that your organization assigns. |
40 |
VarChar |
None |
NB, F, M, R |
ID2 |
Custom identification code that your organization assigns. |
40 |
VarChar |
None |
NB, F, M, R |
Score |
Credit score for the account. |
2 |
SmallInt |
None |
NB, F, M |
OriginalCreditor |
Original creditor on the account. |
50 |
VarChar |
None |
NB, M |
PreviousCreditor |
Previous owner of account (usually for purchased debt). |
50 |
VarChar |
None |
NB, M |
FeeCode |
Latitude code that identifies the fee assigned to the account. If blank, Latitude uses the client's default fee schedule. |
30 |
VarChar |
None |
NB, F, M, R |
PurchasedPortfolioName |
Name of the purchased portfolio. |
50 |
VarChar |
Portfolio/PortfolioName |
R |
PurchasedPortfolio |
Code that identifies a purchased portfolio. |
7 |
VarChar |
None |
NB, M, R |
SoldPortfolioName |
Name of the sold portfolio. |
50 |
VarChar |
Portfolio/PortfolioName |
R |
SoldPortfolio |
Code that identifies a sold portfolio. |
7 |
VarChar |
None |
NB, M, R |
Name |
Customer name in "lastname, firstname MI suffix" format. |
30 |
VarChar |
Debtors/Name |
NB |
Other |
Customer's alternate or alias name. |
30 |
VarChar |
Debtors/Othername |
NB |
Street1 |
Primary customer's address line 1. |
128 |
VarChar |
Debtors/Street1 |
NB |
Street2 |
Primary customer's address line 2. |
128 |
VarChar |
Debtors/Street2 |
NB |
City |
Primary customer's city. |
30 |
VarChar |
Debtors/City |
NB |
State |
Primary customer's state. |
3 |
VarChar |
Debtors/State |
NB |
ZIPCode |
Primary customer's ZIP Code. |
10 |
VarChar |
Debtors/Zipcode |
NB |
MR |
Flag that indicates whether the primary address is good. Y = Yes, address is good N = No, address is bad or unknown |
1 |
VarChar |
Debtors/MR |
NB, M |
HomePhone |
Primary customer's home phone number. |
30 |
VarChar |
Debtors/Homephone |
NB |
WorkPhone |
Primary customer's work phone number. |
30 |
VarChar |
Debtors/Workphone |
NB |
SSN |
Primary customer's social security number. |
15 |
VarChar |
Debtors/SSN |
NB |
DOB |
Primary customer's date of birth. |
8 |
DateTime |
Debtors/DOB |
NB |
Received |
Date your organization received the account. If blank, Exchange populates this field with the current date. |
8 |
DateTime |
None |
NB, M |
Closed |
Date and time your organization closed the account. |
8 |
DateTime |
None |
NB, M |
Returned |
Date and time your organization returned the account. |
8 |
DateTime |
None |
NB, M |
Archived |
Date and time your organization archived the account. |
8 |
DateTime |
None |
NB, M |
Viewed |
Date and time a user last viewed the account. |
8 |
DateTime |
None |
NB, M |
Worked |
Date and time a user last worked the account. |
8 |
DateTime |
None |
NB, M |
Contacted |
Date and time a user last contacted the account. |
8 |
DateTime |
None |
NB, M |
StatuteDate |
Date the statute of limitations expires for the account. |
8 |
DateTime |
None |
NB, M |
ContractDate |
Date the customer started the account with the client. |
8 |
DateTime |
None |
NB, M |
CLIDLC |
Last date your organization charged the client. |
8 |
DateTime |
None |
NB, M |
CLIDLP |
Last date the client paid your organization. |
8 |
DateTime |
None |
NB, M |
ChargeOffDate |
Date the client charged off the account. |
8 |
DateTime |
None |
NB, M |
LastPaid |
Date the client last received payment on the account. |
8 |
DateTime |
None |
NB, M |
BPDate |
Broken promise date. |
8 |
DateTime |
None |
NB, M |
FeeSchedule |
Not used. |
5 |
VarChar |
None |
NB, M |
DelinquencyDate |
Date the client flagged the account as delinquent. |
8 |
DateTime |
None |
NB, M |
LastInterest |
Date interest last accrued. |
8 |
DateTime |
None |
NB, F, M |
UserDate1 |
Custom date field. |
8 |
DateTime |
None |
NB, F, M, R |
UserDate2 |
Custom date field. |
8 |
DateTime |
None |
NB, F, M, R |
UserDate3 |
Custom date field. |
8 |
DateTime |
None |
NB, F, M, R |
CLIALC |
Last amount your organization charged the client. |
8 |
Money |
None |
NB |
CLIALP |
Last amount the client paid your organization. |
8 |
Money |
None |
NB |
LastPaidAmt |
Last payment amount received on the account. |
8 |
Money |
None |
NB, M |
InterestRate |
Simple interest rate used to calculate interest on the account. Formatted as 00.00 (for example, 15.5% interest rate shows as 15.50). |
8 |
Money |
None |
NB, M |
Current1 |
Current principal amount owed on the account (principal money bucket). |
8 |
Money |
None |
NB |
Current2 |
Current interest amount owed on the account (interest money bucket). |
8 |
Money |
None |
NB |
Current3 |
Current amount owed toward money bucket 3. |
8 |
Money |
None |
NB |
Current4 |
Current amount owed toward money bucket 4. |
8 |
Money |
None |
NB |
Current5 |
Current amount owed toward money bucket 5. |
8 |
Money |
None |
NB |
Current6 |
Current amount owed toward money bucket 6. |
8 |
Money |
None |
NB |
Current7 |
Current amount owed toward money bucket 7. |
8 |
Money |
None |
NB |
Current8 |
Current amount owed toward money bucket 8. |
8 |
Money |
None |
NB |
Current9 |
Current amount owed toward money bucket 9. |
8 |
Money |
None |
NB |
Current10 |
Current amount owed toward money bucket 10 (transaction charges). |
8 |
Money |
None |
NB |
QLevel |
Code that identifies the account queue level. The code must exist in Latitude. |
3 |
VarChar |
None |
NB, F, M, R |
QDate |
Date for the account to appear in the Collector queue. |
8 |
DateTime |
None |
NB, M |
QTime |
Time for the account to appear in the Collector queue. |
4 |
VarChar |
None |
NB, M |
QFlag |
Flag that indicates whether to display the account in a queue. 1 = Yes 0 = No |
1 |
VarChar |
None |
NB, M |
Queue |
Not used. |
26 |
VarChar |
None |
NB, M |
QueueHold |
Not used. |
8 |
DateTime |
None |
NB, M |
AgencyCode |
Not used. |
5 |
VarChar |
None |
NB, M |
AgencyFlag |
Not used. |
1 |
TinyInt |
None |
NB, M |
AIMAgency |
Code that identifies the outside agency to which a user assigned the account. The code must exist in AIM. |
4 |
Integer |
None |
NB, M |
AIMAssigned |
Date the client assigned the account to an outside agency. |
8 |
DateTime |
None |
NB, M |
AssignedAttorney |
Date the client assigned the account to an attorney. |
8 |
DateTime |
None |
NB, M |
Attorney |
Not used. |
5 |
VarChar |
None |
NB, M |
AttorneyAccountID |
Not used. |
30 |
VarChar |
None |
NB, M |
AttorneyID |
Code that identifies the attorney to which the client assigned the account. The code must exist in AIM. |
4 |
Integer |
None |
NB, M |
AttorneyLawList |
"You Got Claims" ID. |
5 |
VarChar |
None |
NB, M |
AttorneyStatus |
Indicates whether the client placed the account with an attorney. Placed = Client placed the account. NULL = Not placed. |
15 |
VarChar |
None |
NB, M |
BlanketSIFOverride |
Blanket settlement percentage set for the client. |
8 |
Float |
None |
NB, M |
CBRException |
Exception that prevents reporting the customer to the credit bureaus. |
2 |
Smallint |
None |
NB, M |
CBRExtendDays |
Number of days from normal credit bureau reporting date to delay reporting. |
4 |
Integer |
None |
NB, M |
CBROverride |
Flag that indicates whether to override the automated credit bureau reporting evaluation. 1 = Yes 0 = No |
1 |
Bit |
None |
NB, M |
CBRPrevent |
Flag that indicates whether to prevent reporting of the account to the credit bureaus. 1 = Yes 0 = No |
1 |
Bit |
None |
NB, M |
Complete1 |
Not used. |
8 |
DateTime |
None |
NB, M |
Complete2 |
Not used. |
8 |
DateTime |
None |
NB, M |
CTL |
General-purpose flag. Used for things such as converting records to Latitude or flagging records from certain programs |
3 |
VarChar |
None |
NB, M |
CurrencyType |
Not used. |
20 |
VarChar |
None |
NB, M |
DMDateStamp |
Not used. |
10 |
VarChar |
None |
NB, M |
ExtraCodes |
Not used. |
40 |
VarChar |
None |
NB, M |
Finders |
Not used. |
8 |
DateTime |
None |
NB, M |
FirstDesk |
Not used. |
10 |
VarChar |
None |
NB, M |
FirstReceived |
Not used. |
8 |
DateTime |
None |
NB, M |
Full0 |
Not used. |
8 |
DateTime |
None |
NB, M |
HasBigNote |
Not used. |
1 |
VarChar |
None |
NB, M |
InterestBuckets |
Account-level override to specify which money buckets to use as the principal value when calculating interest. This field overrides the same field on the Customer table, which overrides the system default of only using the principal bucket Current1. Interest accrues based on the values of Current1 and Current3. Exchange doesn't support Current2 as Latitude doesn't calculate compounded interest. |
2 |
Smallint |
None |
NB, M |
Link |
Code that identifies the linked accounts group to which the account belongs. The code must exist in Latitude. |
4 |
Integer |
None |
NB, M |
LinkDriver |
Flag that indicates whether the account is the link driver. 1 = Yes 0 = No |
1 |
Bit |
None |
NB |
NSF |
Flag that indicates whether the account had insufficient funds posted. Default = NULL (no NSF) T = Yes |
1 |
VarChar |
None |
NB, M |
NSFDate |
Date the last NSF posted on the account. |
8 |
DateTime |
None |
NB, M |
PromAmt |
Not used. |
8 |
Money |
None |
NB, M |
PromDue |
Not used. |
8 |
DateTime |
None |
NB, M |
PSEQ |
Sequence number of the primary customer on the account. Most programs assume that the primary customer is sequence zero, so this field is always zero. |
4 |
Integer |
None |
NB, M |
RestrictedAccess |
Flag that indicates whether the account has restricted access and requires permission to access the account. 1 = Yes 0 = No |
1 |
Bit |
None |
NB |
Salary |
Not used. |
8 |
Money |
None |
NB, M |
Salesman1ID |
Not used. |
4 |
Integer |
None |
NB, M |
Salesman2ID |
Not used. |
4 |
Integer |
None |
NB, M |
Salesman3ID |
Not used. |
4 |
Integer |
None |
NB, M |
SEQ |
Not used. |
4 |
Integer |
None |
NB, M |
SIFPct |
Not used. |
8 |
Money |
None |
NB, M |
SysMonth |
System processing month. |
1 |
TinyInt |
None |
NB, M |
SysYear |
System processing year. |
2 |
SmallInt |
None |
NB, M |
TotalContacted |
Number of times agents contacted the customer. |
4 |
Integer |
None |
NB, M |
TotalViewed |
Number of times agents viewed the account. |
4 |
Integer |
None |
NB, M |
TotalWorked |
Number of times that agents worked the account. |
4 |
Integer |
None |
NB, M |
Secured |
Flag that indicates whether the account is for a secured loan. 1 = Yes 0 = No |
1 |
Bit |
None |
NB |
FirstInterest |
Date interest first accrued on the account. |
8 |
DateTime |
None |
NB, M |
CCostDate |
Assessed collection cost date. |
4 |
SmallDateTime |
None |
NB, M |
AssessedDCC |
Assessed collection cost amount. |
8 |
Money |
None |
NB, M |
ChargedOff |
Flag that indicates whether the account is a charged-off account. 1 = Yes 0 = No |
1 |
Bit |
None |
NB, M |
Country |
Customer's country of residence. |
128 |
VarChar |
None |
NB, M |
County |
Customer's county of residence. |
128 |
VarChar |
None |
NB, M |