This DNAapp will insert joint owners of an account into the statement extract file for statement printing provided other owners are present for the statement account being processed (joint owners with employee roles can optionally be excluded).
This program will identify persons and organizations with roles on accounts in the MM_STMXT statement extract file. When a person or organization is identified, a new record (7000) is added to the MM_STMXT statement extract file for each member / customer found.
This custom batch application checks for the existence of the input file, specified using a combination of the “Input File Path” (IPTH) and “Input File Name” (IFLE) parameters, then attempts to rename it by appending “.OLD” to the end. A new file is created and opened with the same name as the original input file, and the original file (now renamed) is opened for reading. If an error occurs during the file operations, the application will terminate and the appropriate error message will be reported.
The statement extract file produced by the MM_STMXT will be analyzed record by record. When records types of 2000 or 4000 are found, the account number starting at position 22 for 17 characters (22-39) will be used to identify other persons or organizations having roles associated with the account. Each person or organization identified by this process (with the exception of employee roles based on the “Include Employee Role Codes” (8IER) parameter) will be added to the MM_STMXT extract file in a new record type of 7000.
Note - Only person record will be added to the output file if “Tax Report For” is a person, same will be true in case of organization.
When a person or organization has been selected, the program will check to see if they have a member agreement. Persons or organizations without member agreements will have ‘0000000000000000000000’ placed in the MemberAgreeNbr field in the 7000 record.
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DNA 3.0 or higher
Version Information v18.104.22.168 posted to the DNAappstore July 2016