NSS Sales Tracking Extract
NSS Sales Tracking Extract Fiserv
NSS Sales Tracking Extract 2
September 2014
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NSS Sales Tracking Extract Fiserv
NSS Sales Tracking Extract 3
September 2014
Overview:
NSS Corporation provides tools for automated sales capture, implementing a sales culture,
and incentives compensation. The new batch job AP_NSSEXTRACT provides a monthly
extract (as of month end or a date range selected) -- of information for sales and referral
tracking specifically for import into the NSS product. The extract files selects data for any new
Person, Org, Deposit Account, Loan Account, Card Agreement or Safe Deposit Box created
during the extract period according to the specs provided by NSS.
Key Benefits:
Provides a monthly extract of information for sales and referral tracking specifically
for import into NSS
Three extract files: Card Agreement Records, Loan and Deposit Records, and Safe
Deposit Records
Extracts are produced and specially formatted with fixed lengths according to
specifications set by NSS
Processing:
The NSS Extract Report (AP_ NSSEXTRACT) batch application is designed to create three
different extract files for issued Card Agreement Person Information, Deposit Loan Person
information and Safe deposit holder information for an institution. All three file records have
361 fixed lengths. This file writes the information if accounts are setup for Account Role
“OEMP –Originating Employee” OR “RFEM – Referring Employee” OR “REFL- Employee
Referral”.
This batch job creates a file in the “NSS” folder on the path defined in bank option “SBNK -
Extract Target Directory”. If the folder does not exist then this batch application creates a
folder named “NSS” on same path and creates all extract files. The batch job also creates a
LIS file which indicates file generation success.
This batch job creates three extract files.
1. NSSAGREE.txt – This file writes the information about issued Card Agreement
Person Information during date range selected. Parameter “ATYP - Agreement Type” is used
to filter data only for this file. If user entered any agreement Type then this batch job does not
include that Agreement Type or Access Type
(AGREEPERSACCESSTYPACCT.ACCESSTYPCD) to create that file.
2. NSSLNDEP.txt – This file writes the information about opened Deposit and Loan
record Information during date range selected.
3. NSSSDBOX.txt – This file writes the information about opened Safe deposit box
account Information during date range selected.
Totals will be printed in below format for each file type.
NSS Sales Tracking Extract Fiserv
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September 2014
Parameters:
Parameter
Code
Description (how used)
Required
Default
Start Date
SD
The beginning of the date range
used to fetch data
If left blank, the job processes all
the records from the first day of
the month from queue effective
date
No
<Blank>
Thru Date
TD
The end of the date range used
to fetch data
If left blank, the job will consider
the queue effective date as the
thru date
No
<Blank>
Agreement
Type
ATYP
The specific agreement types to
include
If left blank, the job will pull all
agreement types
This parameter is used to write
the NSSAGREE.txt file only
No
<Blank>
Current Acct
Status Code
CASC
The specific account status
codes to include
If left blank, only active status
will be considered
No
<Blank>
Scheduling and re-run information (for batch applications):
This report is non-updating and can be run at any time.
Report: AP_NSSEXTRACT
This report prints a success message along with the total records processed for each file.
File Layout: AP_NSSEXTRACT
Description
Displays count for number of records processed and reported in the
extract for card agreements
Displays count for number of records processed and reported in the
extract for loans and deposits
Displays count for number of records processed and reported in the
extract for safe deposit boxes
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September 2014
Report: NSSAGREE.txt
This file writes the information about issued Card Agreement Person Information during date
range selected.
File Layout: NSSAGREE.txt
Field
Format
Size
Beginning
Position
Ending
Position
Description
Originating
Card Holder Person
number
N
15
1
15
The Person Number for the
account role
Date when agreement
effective.
D
8
16
23
Effective Date from
ACCTAGREEMENT
PERS table.
Time
A/N
6
24
29
Time
Origin
A/N
1
30
30
Origin
Card Holder First
Name
A/N
40
31
70
First Name of the first
account holder associated.
Card Holder Middle
Name
A/N
1
71
71
Middle Initial of the first
account holder associated.
Card Holder Last
Name
A/N
40
72
111
Last Name of the first
account holder associated.
Addr1
A/N
30
112
141
First Address Line from
customer Address
Addr2
A/N
30
142
171
Second Address
Line from customer Address
City
A/N
30
172
201
Card Holder Person
City.
State
A/N
2
202
203
Card Holder Person State.
Zip
A/N
10
204
213
Zip Code of the Address.
Customer Type
A/N
1
214
214
Customer Type
Customer Status
A/N
1
215
215
Customer Status
Phone
A/N
10
216
225
Phone Number
information of Card holder
Phone use code will be
fetched from existing
calculation type 'BHD -
Baker Hill Download' and
Calculation variables
'PPU1-Person
Phone Use Code 1'.
Card holder Tax id
A/N
9
226
234
Tax Identification
Number
Card CIF Number
N
20
235
254
Card Holder number
Prod Status
A/N
1
255
255
Prod Status
Agreement Number
N
20
256
275
Agreement Number
Filler
A/N
13
276
288
Filler
NSS Sales Tracking Extract Fiserv
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September 2014
Field
Format
Size
Beginning
Position
Ending
Position
Description
Filler
A/N
20
289
308
Filler
Source Fund
A/N
20
309
328
Source Fund
Filler
A/N
15
329
343
Filler
Bank Number
N
5
344
348
Bank Number
Card Branch Number
N
5
349
353
Branch Number
Prod Group
A/N
3
354
356
Prod Group
Agreement Type
A/N
5
357
361
Agreement type of Card
Report: NSSLNDEP.txt
This file writes the information about opened Deposit and Loan record Information during
date range selected.
File Layout: NSSLNDEP.txt
Field
Format
Size
Beginning
Position
Ending
Position
Description
Originating Person
number
N
15
1
15
The Originating Person
Number
Account Contract Date
D
8
16
23
Contract Date of Account
Time
A/N
6
24
29
Time
Filler
A/N
1
30
30
Filler
Person First
Name/OrgName
A/N
40
31
70
First Name of
Person/OrgName
Person Middle Name
A/N
1
71
71
Middle Initial of Person
Person Last Name
A/N
40
72
111
Person Last Name
Addr1
A/N
30
112
141
First Address Line from
customer Address
Addr2
A/N
30
142
171
Second Address
Line from customer Address
City
A/N
30
172
201
Person/Org City.
State
A/N
2
202
203
Person/Org State.
Zip
A/N
10
204
213
Zip Code of the Address.
Customer Type
A/N
1
214
214
Customer Type
Customer Status
A/N
1
215
215
Customer Status
NSS Sales Tracking Extract Fiserv
NSS Sales Tracking Extract 7
September 2014
Field
Format
Size
Beginning
Position
Ending
Position
Description
Phone
A/N
10
216
225
Phone Number
information of Person/Org.
Phone use code will be
fetched from existing
calculation type 'BHD -
Baker Hill Download' and
Calculation variables
'PPU1-Person Phone Use
Code 1' and 'OPU1 -Org
Phone Use Code 1' set up
for person and
Organization respectively.
Person/Org Tax id
A/N
9
226
234
Tax Identification
Number
Account
Owner Number
N
20
235
254
Account Owner number
Prod Status
A/N
1
255
255
Prod Status
Account Number
N
20
256
275
Account Number
Opening Balance
Amount
N
13
276
288
Opening Balance Amount
Filler
A/N
20
289
308
Filler
Source Fund
A/N
20
309
328
Source Fund
Filler
A/N
15
329
343
Filler
Bank Number
N
5
344
348
Bank Number
Account Branch
Number
N
5
349
353
Branch Number
Major Code
A/N
3
354
356
Major Code
Minor Code
A/N
5
357
361
Minor Code
Report: NSSSDBOX.txt
This file writes the information about opened Safe deposit box account Information during
date range selected.
File Layout: NSSSDBOX.txt
Field
Format
Size
Beginning
Position
Ending
Position
Description
Originating Safe
Deposit Holder Person
number
N
15
1
15
Originating Safe
Deposit Holder
Person/Org number
Account Contract Date
D
8
16
23
Contract Date of Account
Time
A/N
6
24
29
Time
Origin
A/N
1
30
30
Filler
Person First
Name/ OrgName
A/N
40
31
70
First Name of
Person/OrgName
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NSS Sales Tracking Extract 8
September 2014
Field
Format
Size
Beginning
Position
Ending
Position
Description
Person Middle
Name
A/N
1
71
71
Middle Initial of
Person
Person Last Name
A/N
40
72
111
Person Last Name
Addr1
A/N
30
112
141
First Address Line from
customer Address
Addr2
A/N
30
142
171
Second Address
Line from customer Address
City
A/N
30
172
201
Person/Org City.
State
A/N
2
202
203
Person/Org State.
Zip
A/N
10
204
213
Zip Code of the Address.
Customer Type
A/N
1
214
214
Customer Type
Customer Status
A/N
1
215
215
Customer Status
Phone
A/N
10
216
225
Phone Number
information of Person/Org.
Phone use code will be
fetched from existing
calculation type 'BHD -
Baker Hill Download' and
Calculation variables
'PPU1-Person Phone Use
Code 1' and 'OPU1 -Org
Phone Use Code 1' set up
for person and
Organization respectively.
Person/Org Tax id
A/N
9
226
234
Tax Identification
Number
Account Owner
Number
N
20
235
254
Account Owner number
Prod Status
A/N
1
255
255
Prod Status
Account Number
N
20
256
275
Account Number
Charged Fee on
Safe deposit box
N
13
276
288
The fee charged for the
type of safe deposit box at
a branch.
Filler
A/N
20
289
308
Filler
Filler
A/N
20
309
328
Filler
Filler
A/N
15
329
343
Filler
Bank Number
N
5
344
348
Bank Number
Account Branch
Number
N
5
349
353
Branch Number
Safe Account Type
A/N
3
354
356
Safe Account Code
Safe deposit box Type
N
5
357
361
Minor Code
Additional Requirements:
DNA version 3.2 or newer
NSS Sales Tracking Extract Fiserv
NSS Sales Tracking Extract 9
September 2014
Configuration Checklist:
Item
Test
Environment
Production
Environment
Parameters
Revisions
Date
App
Version #
Change
09/2014
1.0.0.0
Documentation updated to meet new user guide template
standards
05/2011
1.0.0.0
Application Created