There are many service 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 Service Fields | Field Descriptions | Notes |
|---|---|---|
| Account Number | An identifier that is used to determine an account. | This number must be unique for each row in the file. |
| Branch Number | An identifier for the specific branch or revenue center that owns this account. | Provide a list of codes that your institution uses. |
| Customer ID | A unique value that identifies the customer. | Same identifier as provided in the customer file. |
| Officer ID | An identifier for the employee who manages or is responsible for the account. | You can assign a default. |
| Product ID | An identifier for the type of product for the account that is being downloaded. For example, an advantage trust service (ADV). | Sometimes, more than one code must be included to distinguish one product from another. Include all codes that can be necessary and provide a list of codes that your institution uses. |
| Revenue | The monthly revenue attributable to this account. | N/A |