Data Field Definitions - Customer Files

There are many customer fields used in Financial Performance Suite (FPS). These fields are set up on the File Layout Setup page for the daily update process or monthly update process.

On the File Layout Setup page, required fields are noted with an asterisk. Required fields can change based on the selected file layout and which modules the institution is licensed for. If a required field is not mapped, then exceptions can occur.

FPS Customer Fields	Field Descriptions	Notes
Address Line 1	Provides the first line of the customer's address.	N/A
Address Line 2	Provides the second line of the customer's address.	N/A
Business/Individual Flag	A flag to determine whether the customer is a business or individual.	Provide a list of codes that your institution uses.
City	Provides the city for the address.	N/A
Country	Provides the name of the country for the address.	N/A
County	Provides the name of the county for the address.	N/A
Customer Date of Birth	The customer's date of birth, if they are an individual.	N/A
Customer First Name	The customer's first name.	N/A
Customer ID	A unique value that identifies the customer.	Same identifier as provided in the customer file.
Customer Last Name	The customer's last name.	N/A
Customer Middle Name	The customer's middle name.	N/A
Customer Name	The field that is used as a name for the customer. It contains the entire name, including the first, last, and sometimes middle initial.	N/A
Email	The customer contact email.	N/A
Household Income	The estimated annual income for a customer.	N/A
Insider Code	The code used for account exclusions that indicate not to load data. For example, employee account information.	Provide a list of codes that your institution uses.
NAICS	The code to identify the type of business. For example, all manufacturing businesses have the same code.	N/A
Phone Number	The business or individual phone number.	N/A
State	Provides the state for the address.	N/A
ZIP Code	Provides the ZIP code for the address.	N/A

Additional CECL Fields	Field Descriptions	Notes
Bankruptcy Flag	An indicator that a customer has filed bankruptcy.	The value must be `1` or `0`. One indicates if a filing is received.
Date of Death	N/A	The format is YYYY-MM-DD.
Debt to Income Ratio	N/A	N/A
Net Operating Income	N/A	N/A