Client Hub
by Helen Perceval
1. Contractual Details (RES,Com,Rur,None)
1.1. Orgid
1.2. Contract Type (Res,Comm,Rural,NO)
1.3. Client Captain
1.4. Main Contact
1.5. Email
1.6. Phone
1.7. Fax
1.8. Mobile
1.9. Std Turnaround
1.10. Definition
1.11. Turnaround Comments
1.12. No of Client Copies
1.13. Securitisation
1.14. Director to Sign
1.15. Lender Requirments
1.16. Lender Specific
1.17. Billing Terms
1.18. Fee Agreement
1.19. Fee Schedule
1.20. Fee Comments
1.21. Fuel Levy
1.22. Fuel Levy Costs
1.23. CPI Increases
1.24. Clauseid
2. Organisation
2.1. ClientId (Orgid + Locationid + ContactId)
2.2. Orgid
2.3. Organisation Name
2.4. Abbreviated Name
2.5. Comments
2.6. Name to Appear on Reports
2.7. Contract Status
2.8. Industry
2.9. Classification
2.10. Contract Types (Res,Comm,Rural, NO)
3. Clauses
3.1. ClauseID
3.2. Default Clauses
3.3. Default Comments
4. Fee Matrix
5. Relationships
6. Address info
6.1. ClientId (Orgid + Locationid + ContactId)
6.2. Location id (CUS)
6.3. Contact id (CT)
6.4. GNAF identifier
6.5. Address 1
6.6. Address 2
6.7. Suburb
6.8. State
6.9. Postcode
6.10. Street Address 1
6.11. Street Address 2
6.12. Street Suburb
6.13. Street State
6.14. Street Postcode
7. Branch (belongs to an Org)
7.1. ClientId (Orgid + Locationid + ContactId)
7.2. Orgid
7.3. Location id (CUS)
7.4. Location Name
7.5. Webservice id
7.6. Primary Contact
7.6.1. Primary Contact ID (CT)
7.7. Instructing Defaults
7.7.1. Instructing Locationid (CUS)
7.8. Reporting Defaults
7.8.1. Reporting Locationid (CUS)
7.9. Billing Defaults
7.9.1. Billing Locationid (CUS)
8. Client (no org)
8.1. ClientId (Orgid + Locationid + ContactId)
8.2. Location id (CUS)
8.3. Location Name
8.4. Risk Status
8.5. Webservice id
8.6. Primary Contact
8.6.1. Primary Contact ID (CT)
8.7. Instructing Defaults
8.7.1. Instructing Locationid (CUS)
8.8. Reporting Defaults
8.8.1. Reporting Locationid (CUS)
8.9. Billing Defaults
8.9.1. Billing Locationid (CUS)