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<< Click to Display Table of Contents >> Synergy Archive Parameters |
  
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<< Click to Display Table of Contents >> Synergy Archive Parameters |
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Most of the Archive parameters are free-form strings but their contents may need to match specific information from the Synergy archive.
Ex: Institution, Cabinet, Fileroom, etc.
Index Parameters
For the index parameters, only selected key fields from the RegE Manager are available to be specified. Allowed options are:
Account Number |
Customer account of the case being exported |
Scan Date |
Current Date |
Doc Date |
Current Date |
Index Date |
Current Date |
Name |
Customer full name |
Case ID |
RegE Manager Case ID |
CIF Number |
Customer CIF number |
Tax ID |
Customer's SSN |
Doc Date |
Current Date |
ShortName |
Customer ShortName (First Initial + Last Name) |
Branch Number |
Account Branch |
Debit Card |
Debit Card No |
Processed By |
Case User |
Cabinet
This parameter provides options in order to file cases differently depending upon whether they are representing DDA or SAV accounts.
1. If the Cabinet entry is specified without the DDACabinet and SAVCabinet provided, the entry will be used as is for all cases regardless of account type.
2. If the DDA Cabinet and SAV Cabinet are specified, the Cabinet entry is replaced by the respective entry based upon the account type of the case.
