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Element

Optional/ Required

Value Type

Star Tag

SP Parameter

SP Type

Eagle DB

DB Table

DB Field

DB Field Type

Xpath

objectType

Optional

ObjectTypeEnum

not stored in DB

EagleML/referenceTransaction/client/objectType

objectId

Optional

ObjectId

not stored in DB 

EagleML/referenceTransaction/client/objectId

objectDescription

Optional

FeedTypeEnum

not stored in DB

EagleML/referenceTransaction/client/objectDescription

updateTimestamp

Optional

dateTime

not stored in DB

EagleML/referenceTransaction/client/updateTimestamp

customElements

Not recommended

CustomElements

reserved for customization

EagleML/referenceTransaction/client/customElements

sourceName

Required

string

1102

not stored in DB

EagleML/referenceTransaction/client/sourceName

updateSource

Required

string

944

in_upduser

S

RULESDBO

CLIENT

UPDUSER

VARCHAR2

EagleML/referenceTransaction/client/updateSource

effectiveDate

Required - read the note below

date

1109

in_effective_date

S

RULESDBO

CLIENT_HIST

EFFECTIVE_DATE

DATE

EagleML/referenceTransaction/client/effectiveDate

languageId

Optional

integer

not stored in DB

EagleML/referenceTransaction/client/languageId

tagNochangecase

Optional

string

4637

not stored in DB

EagleML/referenceTransaction/client/tagNochangecase

preserveNull

Optional

string

5284

not stored in DB

EagleML/referenceTransaction/client/preserveNull

noLoadValidationFlag

Optional

YesNoOptionEnum

not stored in DB

EagleML/referenceTransaction/client/noLoadValidationFlag

accountingValidationFlag

Optional

YesNoOptionEnum

not stored in DB

EagleML/referenceTransaction/client/accountingValidationFlag

clientSwitch

Optional

ClientTableEnum

in_switch

S

not stored in DB, used for resolution logic

EagleML/referenceTransaction/client/clientSwitch

instance

Optional

decimal

4245

in_instance

S

RULESDBO

CLIENT

INSTANCE

NUMBER

EagleML/referenceTransaction/client/instance

name

Optional

string

1150

in_name

S

RULESDBO

CLIENT

NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/name

address

Optional

string

1631

in_address

S

RULESDBO

CLIENT

ADDRESS

VARCHAR2(1000)

EagleML/referenceTransaction/client/address

clientId

Optional

string

1632

in_client_id

S

RULESDBO

CLIENT

CLIENT_ID

CHAR(20)

EagleML/referenceTransaction/client/clientId

client

Client Xref Identifier Model

EagleML/referenceTransaction/client/

clientType

Optional

string

1633

in_client_type

S

RULESDBO

CLIENT

CLIENT_TYPE

EagleML/referenceTransaction/client/clientType

middleName

Optional

string

4005

in_middle_name

S

RULESDBO

CLIENT

MIDDLE_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/middleName

lastName

Optional

string

4006

in_last_name

S

RULESDBO

CLIENT

LAST_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/lastName

suffix

Optional

string

4007

in_suffix

S

RULESDBO

CLIENT

SUFFIX

VARCHAR2(50)

EagleML/referenceTransaction/client/suffix

shortName1

Optional

string

4008

in_short_name1

S

RULESDBO

CLIENT

SHORT_NAME1

VARCHAR2(50)

EagleML/referenceTransaction/client/shortName1

shortName2

Optional

string

4009

in_short_name2

S

RULESDBO

CLIENT

SHORT_NAME2

VARCHAR2(50)

EagleML/referenceTransaction/client/shortName2

salutation

Optional

string

4010

in_salutation

S

RULESDBO

CLIENT

SALUTATION

VARCHAR2(10)

EagleML/referenceTransaction/client/salutation

displayName

Optional

string

4011

in_display_name

S

RULESDBO

CLIENT

DISPLAY_NAME

VARCHAR2(255)

EagleML/referenceTransaction/client/displayName

birthDay

Optional

date

4012

in_birth_day

S

RULESDBO

CLIENT

BIRTH_DAY

DATE

EagleML/referenceTransaction/client/birthDay

birthPlace

Optional

string

4013

in_birth_place

S

RULESDBO

CLIENT

BIRTH_PLACE

VARCHAR2(50)

EagleML/referenceTransaction/client/birthPlace

spouseName

Optional

string

4014

in_spouse_name

S

RULESDBO

CLIENT

SPOUSE_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/spouseName

maidenName

Optional

string

4015

in_maiden_name

S

RULESDBO

CLIENT

MAIDEN_NAME

VARCHAR2(50)

EagleML/referenceTransaction/client/maidenName

children

Optional

string

4016

in_children

S

RULESDBO

CLIENT

CHILDREN

VARCHAR2(255)

EagleML/referenceTransaction/client/children

status

Optional

string

4017

in_status

S

RULESDBO

CLIENT

STATUS

VARCHAR2(10)

EagleML/referenceTransaction/client/status

startDate

Optional

date

71

in_start_date

S

RULESDBO

CLIENT

START_DATE

DATE

EagleML/referenceTransaction/client/startDate

terminationDate

Optional

date

73

in_termination_date

S

RULESDBO

CLIENT

TERMINATION_DATE

DATE

EagleML/referenceTransaction/client/terminationDate

taxId

Optional

string

4018

in_tax_id

S

RULESDBO

CLIENT

TAX_ID

VARCHAR2(20)

EagleML/referenceTransaction/client/taxId

defaultCommInst

Optional

decimal

4019

in_default_comm_inst

I

RULESDBO

CLIENT

DEFAULT_COMM_INST

NUMBER

EagleML/referenceTransaction/client/defaultCommInst

bic

Optional

string

4415

in_bic

S

RULESDBO

CLIENT

BIC

VARCHAR2(12)

EagleML/referenceTransaction/client/bic

dtcCode

Optional

string

4416

in_dtc_code

S

RULESDBO

CLIENT

DTC_CODE

VARCHAR2(12)

EagleML/referenceTransaction/client/dtcCode

dealerFlag

Optional

string

4417

in_dealer_flag

S

RULESDBO

CLIENT

DEALER_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/dealerFlag

clearingFlag

Optional

string

4418

in_clearing_flag

S

RULESDBO

CLIENT

CLEARING_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/clearingFlag

dummyFlag

Optional

string

4419

in_dummy_flag

S

RULESDBO

CLIENT

DUMMY_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/dummyFlag

domesticFlag

Optional

string

4420

in_domestic_flag

S

RULESDBO

CLIENT

DOMESTIC_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/domesticFlag

internationalFlag

Optional

string

4421

in_international_flag

S

RULESDBO

CLIENT

INTERNATIONAL_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/internationalFlag

nasdFlag

Optional

string

4422

in_nasd_flag

S

RULESDBO

CLIENT

NASD_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/nasdFlag

terminationFlag

Optional

string

4423

in_termination_flag

S

RULESDBO

CLIENT

TERMINATION_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/terminationFlag

parentBrokerFlag

Optional

string

4425

in_parent_broker_flag

S

RULESDBO

CLIENT

PARENT_BROKER_FLAG

VARCHAR2(3)

EagleML/referenceTransaction/client/parentBrokerFlag

minorityTypeIndicator

Optional

string

4427

in_minority_type_indicator

S

RULESDBO

CLIENT

MINORITY_TYPE_INDICATOR

VARCHAR2(3)

EagleML/referenceTransaction/client/minorityTypeIndicator

clientAcctSystem

Optional

string

4428

in_client_acct_system

S

RULESDBO

CLIENT

CLIENT_ACCT_SYSTEM

VARCHAR2(10)

EagleML/referenceTransaction/client/clientAcctSystem

affiliatedClearingBroker

Optional

string

4424

in_affiliated_clearing_broker

S

RULESDBO

CLIENT

AFFILIATED_CLEARING_BROKER

CHAR(50)

EagleML/referenceTransaction/client/affiliatedClearingBroker

parentBroker

Optional

string

4426

in_parent_broker

S

RULESDBO

CLIENT

PARENT_BROKER

CHAR(50)

EagleML/referenceTransaction/client/parentBroker

amlClientType

Optional

string

9609

in_aml_client_type

S

RULESDBO

CLIENT

AML_CLIENT_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/amlClientType

clientSubType

Optional

string

9599

in_client_sub_type

S

RULESDBO

CLIENT

CLIENT_SUB_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/clientSubType

companyName

Optional

string

9607

in_company_name

S

RULESDBO

CLIENT

COMPANY_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/companyName

fgnPoliticalRelatedInd

Optional

string

9603

in_fgn_political_related_ind

S

RULESDBO

CLIENT

FGN_POLITICAL_RELATED_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/fgnPoliticalRelatedInd

geoCategory

Optional

string

9602

in_geo_category

S

RULESDBO

CLIENT

GEO_CATEGORY

VARCHAR2(20)

EagleML/referenceTransaction/client/geoCategory

industry

Optional

string

9605

in_industry

S

RULESDBO

CLIENT

INDUSTRY

VARCHAR2(30)

EagleML/referenceTransaction/client/industry

industrySubtype

Optional

string

9606

in_industry_subtype

S

RULESDBO

CLIENT

INDUSTRY_SUBTYPE

VARCHAR2(40)

EagleML/referenceTransaction/client/industrySubtype

otherAccountNbrs

Optional

string

9608

in_other_account_nbrs

S

RULESDBO

CLIENT

OTHER_ACCOUNT_NBRS

VARCHAR2(60)

EagleML/referenceTransaction/client/otherAccountNbrs

primExchange

Optional

string

17

in_prim_exchange

S

RULESDBO

CLIENT

PRIM_EXCHANGE

VARCHAR2(20)

EagleML/referenceTransaction/client/primExchange

searchName

Optional

string

9601

in_search_name

S

RULESDBO

CLIENT

SEARCH_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/searchName

specialConcernBus

Optional

string

9610

in_special_concern_bus

S

RULESDBO

CLIENT

SPECIAL_CONCERN_BUS

VARCHAR2(20)

EagleML/referenceTransaction/client/specialConcernBus

specialConcernBusInd

Optional

string

9604

in_special_concern_bus_ind

S

RULESDBO

CLIENT

SPECIAL_CONCERN_BUS_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/specialConcernBusInd

taxIdType

Optional

string

9600

in_tax_id_type

S

RULESDBO

CLIENT

TAX_ID_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/taxIdType

ticker

Optional

string

13

in_ticker

S

RULESDBO

CLIENT

TICKER

VARCHAR2(22)

EagleML/referenceTransaction/client/ticker

taxResidencyCountry

Optional

string

9742

in_tax_residency_country

S

RULESDBO

CLIENT

TAX_RESIDENCY_COUNTRY

VARCHAR2(20)

EagleML/referenceTransaction/client/taxResidencyCountry

groupId

Optional

integer

10492

in_group_id

S

RULESDBO

CLIENT

GROUP_ID

NUMBER(38)

EagleML/referenceTransaction/client/groupId

loginId

Optional

integer

10493

in_login_id

S

RULESDBO

CLIENT

LOGIN_ID

NUMBER(38)

EagleML/referenceTransaction/client/loginId

userDefinedChar

Optional

string

4004

in_user_defined_char

S

RULESDBO

CLIENT

USER_DEFINED_CHAR

VARCHAR2(50)

EagleML/referenceTransaction/client/userDefinedChar

userChar1

Optional

string

4030

in_user_char1

S

RULESDBO

CLIENT

USER_CHAR1

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar1

userChar2

Optional

string

4031

in_user_char2

S

RULESDBO

CLIENT

USER_CHAR2

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar2

userChar3

Optional

string

4032

in_user_char3

S

RULESDBO

CLIENT

USER_CHAR3

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar3

userChar4

Optional

string

4033

in_user_char4

S

RULESDBO

CLIENT

USER_CHAR4

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar4

userChar5

Optional

string

4034

in_user_char5

S

RULESDBO

CLIENT

USER_CHAR5

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar5

userChar6

Optional

string

5101

in_user_char6

S

RULESDBO

CLIENT

USER_CHAR6

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar6

userChar7

Optional

string

5102

in_user_char7

S

RULESDBO

CLIENT

USER_CHAR7

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar7

userChar8

Optional

string

5103

in_user_char8

S

RULESDBO

CLIENT

USER_CHAR8

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar8

userChar9

Optional

string

5104

in_user_char9

S

RULESDBO

CLIENT

USER_CHAR9

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar9

userChar10

Optional

string

5105

in_user_char10

S

RULESDBO

CLIENT

USER_CHAR10

VARCHAR2(50)

EagleML/referenceTransaction/client/userChar10

userDate1

Optional

date

4020

in_user_date1

S

RULESDBO

CLIENT

USER_DATE1

DATE

EagleML/referenceTransaction/client/userDate1

userDate2

Optional

date

4021

in_user_date2

S

RULESDBO

CLIENT

USER_DATE2

DATE

EagleML/referenceTransaction/client/userDate2

userDate3

Optional

date

4022

in_user_date3

S

RULESDBO

CLIENT

USER_DATE3

DATE

EagleML/referenceTransaction/client/userDate3

userDate4

Optional

date

4023

in_user_date4

S

RULESDBO

CLIENT

USER_DATE4

DATE

EagleML/referenceTransaction/client/userDate4

userDate5

Optional

date

4024

in_user_date5

S

RULESDBO

CLIENT

USER_DATE5

DATE

EagleML/referenceTransaction/client/userDate5

userNum1

Optional

decimal

4025

in_user_num1

F

RULESDBO

CLIENT

USER_NUM1

NUMBER(28,12)

EagleML/referenceTransaction/client/userNum1

userNum2

Optional

decimal

4026

in_user_num2

F

RULESDBO

CLIENT

USER_NUM2

NUMBER(28,12)

EagleML/referenceTransaction/client/userNum2

userNum3

Optional

decimal

4027

in_user_num3

F

RULESDBO

CLIENT

USER_NUM3

NUMBER(28,12)

EagleML/referenceTransaction/client/userNum3

userNum4

Optional

decimal

4028

in_user_num4

F

RULESDBO

CLIENT

USER_NUM4

NUMBER(28,12)

EagleML/referenceTransaction/client/userNum4

userNum5

Optional

decimal

4029

in_user_num5

F

RULESDBO

CLIENT

USER_NUM5

NUMBER(28,12)

EagleML/referenceTransaction/client/userNum5

incorporationYear

Optional

string

9581

in_incorporation_year

S

RULESDBO

INSTITUTION

INCORPORATION_YEAR

VARCHAR2(4)

EagleML/referenceTransaction/client/incorporationYear

boardMbrAffiliatedCompany

Optional

string

9582

in_board_mbr_aff_company

S

RULESDBO

INSTITUTION

BOARD_MBR_AFFILIATED_COMPANY

VARCHAR2(100)

EagleML/referenceTransaction/client/boardMbrAffiliatedCompany

boardMbrAffiliatedSymbol

Optional

string

9583

in_board_mbr_aff_symbol

S

RULESDBO

INSTITUTION

BOARD_MBR_AFFILIATED_SYMBOL

VARCHAR2(10)

EagleML/referenceTransaction/client/boardMbrAffiliatedSymbol

boardMbrIndicator

Optional

YesNoOptionEnum

9584

in_board_mbr_ind

S

RULESDBO

INSTITUTION

BOARD_MBR_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/boardMbrIndicator

assetsType

Optional

string

9585

in_assets_type

S

RULESDBO

INSTITUTION

ASSETS_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/assetsType

existingAffiliationIndicator

Optional

YesNoOptionEnum

9586

in_existing_aff_ind

S

RULESDBO

INSTITUTION

EXISTING_AFFILIATION_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/existingAffiliationIndicator

subsidiaryIndicator

Optional

YesNoOptionEnum

9587

in_subsidiary_ind

S

RULESDBO

INSTITUTION

SUBSIDIARY_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/subsidiaryIndicator

subsidiaryName

Optional

string

9588

in_subsidiary_name

S

RULESDBO

INSTITUTION

SUBSIDIARY_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/subsidiaryName

publiclyTradedIndicator

Optional

YesNoOptionEnum

9589

in_publicly_traded_ind

S

RULESDBO

INSTITUTION

PUBLICLY_TRADED_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/publiclyTradedIndicator

ftaBankingRelationIndicator

Optional

YesNoOptionEnum

9590

in_fta_banking_rel_ind

S

RULESDBO

INSTITUTION

FTA_BANKING_RELATION_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/ftaBankingRelationIndicator

regulatedFinancialFirmIndicator

Optional

YesNoOptionEnum

9591

in_reg_fin_firm_ind

S

RULESDBO

INSTITUTION

REGULATED_FINANCIAL_FIRM_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/regulatedFinancialFirmIndicator

nameOfRegulatoryBody

Optional

string

9592

in_name_of_reg_body

S

RULESDBO

INSTITUTION

NAME_OF_REGULATORY_BODY

VARCHAR2(100)

EagleML/referenceTransaction/client/nameOfRegulatoryBody

isBankIndicator

Optional

YesNoOptionEnum

9593

in_is_bank_ind

S

RULESDBO

INSTITUTION

IS_BANK_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/isBankIndicator

isNonBankFinInstIndicator

Optional

YesNoOptionEnum

9594

in_is_non_bank_inst_ind

S

RULESDBO

INSTITUTION

IS_NON_BANK_FIN_INST_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/isNonBankFinInstIndicator

companyWebsite

Optional

string

9595

in_company_website

S

RULESDBO

INSTITUTION

COMPANY_WEBSITE

VARCHAR2(100)

EagleML/referenceTransaction/client/companyWebsite

othresWGt25pcntOfAssets

Optional

string

9596

in_othrs_w_gt_of_assets

S

RULESDBO

INSTITUTION

OTHRS_W_GT25PCNT_OF_ASSETS

VARCHAR2(255)

EagleML/referenceTransaction/client/othresWGt25pcntOfAssets

clientActingAsAgentIndicator

Optional

YesNoOptionEnum

9597

in_client_act_as_agent_ind

S

RULESDBO

INSTITUTION

CLIENT_ACTING_AS_AGENT_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/clientActingAsAgentIndicator

principalNames

Optional

string

9598

in_principal_names

S

RULESDBO

INSTITUTION

PRINCIPAL_NAMES

VARCHAR2(100)

EagleML/referenceTransaction/client/principalNames

affiliatedClientName

Optional

string

9743

in_affiliated_client_name

S

RULESDBO

INSTITUTION

AFFILIATED_CLIENT_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/affiliatedClientName

parentEntityName

Optional

string

9744

in_parent_entity_name

S

RULESDBO

INSTITUTION

PARENT_ENTITY_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/parentEntityName

boardMbrName

Optional

string

10743

in_board_mbr_name

S

RULESDBO

INSTITUTION

BOARD_MBR_NAME

VARCHAR2(200)

EagleML/referenceTransaction/client/boardMbrName

gender

Optional

string

9546

in_gender

S

RULESDBO

INDIVIDUAL

GENDER

VARCHAR2(20)

EagleML/referenceTransaction/client/gender

maritalStatus

Optional

string

9547

in_marital_status

S

RULESDBO

INDIVIDUAL

MARITAL_STATUS

VARCHAR2(20)

EagleML/referenceTransaction/client/maritalStatus

employmentStatus

Optional

string

9548

in_employment_status

S

RULESDBO

INDIVIDUAL

EMPLOYMENT_STATUS

VARCHAR2(20)

EagleML/referenceTransaction/client/employmentStatus

insiderControlIndicator

Optional

YesNoOptionEnum

9549

in_insider_control_ind

S

RULESDBO

INDIVIDUAL

INSIDER_CONTROL_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/insiderControlIndicator

existingRelationIndicator

Optional

YesNoOptionEnum

9550

in_existing_relation_ind

S

RULESDBO

INDIVIDUAL

EXISTING_RELATION_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/existingRelationIndicator

faNbr

Optional

string

9551

in_fa_nbr

S

RULESDBO

INDIVIDUAL

FA_NBR

VARCHAR2(20)

EagleML/referenceTransaction/client/faNbr

passportNbr

Optional

string

9552

in_passport_nbr

S

RULESDBO

INDIVIDUAL

PASSPORT_NBR

VARCHAR2(30)

EagleML/referenceTransaction/client/passportNbr

passportIssueCountry

Optional

string

9553

in_passport_issue_country

S

RULESDBO

INDIVIDUAL

PASSPORT_ISSUE_COUNTRY

VARCHAR2(20)

EagleML/referenceTransaction/client/passportIssueCountry

passportType

Optional

string

9554

in_passport_type

S

RULESDBO

INDIVIDUAL

PASSPORT_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/passportType

passportIssueDate

Optional

date

9555

in_passport_issue_date

S

RULESDBO

INDIVIDUAL

PASSPORT_ISSUE_DATE

DATE

EagleML/referenceTransaction/client/passportIssueDate

passportExpirationDate

Optional

date

9556

in_passport_expiration_date

S

RULESDBO

INDIVIDUAL

PASSPORT_EXPIRATION_DATE

DATE

EagleML/referenceTransaction/client/passportExpirationDate

citizenshipType

Optional

string

9557

in_citizenship_type

S

RULESDBO

INDIVIDUAL

CITIZENSHIP_TYPE

VARCHAR2(20)

EagleML/referenceTransaction/client/citizenshipType

nonUsCitizenWoReferralIndicator

Optional

string

9558

in_non_us_wo_ref_ind

S

RULESDBO

INDIVIDUAL

NON_US_CITIZEN_WO_REFERRAL_IND

VARCHAR2(2)

EagleML/referenceTransaction/client/nonUsCitizenWoReferralIndicator

fgnCitezenGt1millValueIndicator

Optional

string

9559

in_fgn_gt_1_value_ind

S

RULESDBO

INDIVIDUAL

FGN_CITIZEN_GT_1MILL_VALUE_IND

VARCHAR2(2)

EagleML/referenceTransaction/client/fgnCitezenGt1millValueIndicator

occupation

Optional

string

9560

in_occupation

S

RULESDBO

INDIVIDUAL

OCCUPATION

VARCHAR2(20)

EagleML/referenceTransaction/client/occupation

clientSecInduEmpTyp

Optional

string

9561

in_client_sec_indu_emp_typ

S

RULESDBO

INDIVIDUAL

CLIENT_SEC_INDU_EMP_TYP

VARCHAR2(20)

EagleML/referenceTransaction/client/clientSecInduEmpTyp

clientSecInduEmpTypName

Optional

string

9562

in_cl_indu_emp_typ_name

S

RULESDBO

INDIVIDUAL

CLIENT_SEC_INDU_EMP_TYP_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/clientSecInduEmpTypName

spouseSecInduEmpTyp

Optional

string

9563

in_sp_indu_emp_typ

S

RULESDBO

INDIVIDUAL

SPOUSE_SEC_INDU_EMP_TYP

VARCHAR2(20)

EagleML/referenceTransaction/client/spouseSecInduEmpTyp

spouseSecInduEmpTypName

Optional

string

9564

in_sp_sec_indu_emp_typ_name

S

RULESDBO

INDIVIDUAL

SPOUSE_SEC_INDU_EMP_TYP_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/spouseSecInduEmpTypName

employmentStartDate

Optional

date

9565

in_emp_start_date

S

RULESDBO

INDIVIDUAL

EMPLOYMENT_START_DATE

DATE

EagleML/referenceTransaction/client/employmentStartDate

employmentRetirementDate

Optional

date

9566

in_emp_retirement_date

S

RULESDBO

INDIVIDUAL

EMPLOYMENT_RETIREMENT_DATE

DATE

EagleML/referenceTransaction/client/employmentRetirementDate

portfolioMgrLocation

Optional

string

9567

in_port_mgr_location

S

RULESDBO

INDIVIDUAL

PORTFOLIO_MGR_LOCATION

VARCHAR2(50)

EagleML/referenceTransaction/client/portfolioMgrLocation

indJobTitle

Optional

string

9568

in_job_title

S

RULESDBO

INDIVIDUAL

JOB_TITLE

VARCHAR2(100)

EagleML/referenceTransaction/client/indJobTitle

otherUsFinFirmRelationInd

Optional

YesNoOptionEnum

9569

in_othr_firm_relation_ind

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_RELATION_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/otherUsFinFirmRelationInd

otherUsFinFirmName

Optional

string

9570

in_othr_us_fin_firm_name

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_NAME

VARCHAR2(100)

EagleML/referenceTransaction/client/otherUsFinFirmName

otherUsFinFirmSity

Optional

string

9571

in_othr_us_fin_firm_city

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_CITY

VARCHAR2(50)

EagleML/referenceTransaction/client/otherUsFinFirmSity

otherUsFinFirmState

Optional

string

9572

in_othr_us_fin_firm_state

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_STATE

VARCHAR2(50)

EagleML/referenceTransaction/client/otherUsFinFirmState

otherUsFinFirmRelatnLngth

Optional

string

9573

in_othr_firm_relatn_lngth

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_RELATN_LNGTH

VARCHAR2(20)

EagleML/referenceTransaction/client/otherUsFinFirmRelatnLngth

otherUsFinFirmSrcFndsInd

Optional

YesNoOptionEnum

9574

in_othr_firm_src_fnds_ind

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_SRC_FNDS_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/otherUsFinFirmSrcFndsInd

otherUsFinFirmSrcFndsRsn

Optional

string

9575

in_othr_firm_src_fnds_rsn

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_SRC_FNDS_RSN

VARCHAR2(60)

EagleML/referenceTransaction/client/otherUsFinFirmSrcFndsRsn

otherUsFinFirmSameNameIndicator

Optional

YesNoOptionEnum

9576

in_othr_firm_same_name_ind

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_SAME_NAME_IND

VARCHAR2(1)

EagleML/referenceTransaction/client/otherUsFinFirmSameNameIndicator

otherUsFinFirmSameNameRsn

Optional

string

9577

in_othr_firm_same_name_rsn

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_SAME_NAME_RSN

VARCHAR2(60)

EagleML/referenceTransaction/client/otherUsFinFirmSameNameRsn

otherUsFinFirmPurpose

Optional

string

9578

in_othr_firm_purpose

S

RULESDBO

INDIVIDUAL

OTHR_US_FIN_FIRM_PURPOSE

VARCHAR2(60)

EagleML/referenceTransaction/client/otherUsFinFirmPurpose

branchOfficeNbr

Optional

string

9579

in_branch_office_nbr

S

RULESDBO

INDIVIDUAL

BRANCH_OFFICE_NBR

VARCHAR2(20)

EagleML/referenceTransaction/client/branchOfficeNbr

wireCall

Optional

string

9580

in_wire_call

S

RULESDBO

INDIVIDUAL

WIRE_CALL

VARCHAR2(10)

EagleML/referenceTransaction/client/wireCall

countryOfResidence

Optional

string

2096

in_country_of_residence

S

RULESDBO

INDIVIDUAL

COUNTRY_OF_RESIDENCE

VARCHAR2(20)

EagleML/referenceTransaction/client/countryOfResidence

spouseBeneficialOwnerInd

Optional

string

10744

in_spouse_beneficial_owner_ind

S

RULESDBO

INDIVIDUAL

SPOUSE_BENEFICIAL_OWNER_IND

VARCHAR2(20)

EagleML/referenceTransaction/client/spouseBeneficialOwnerInd

clientAddress

ClientAddressModel

Client Address Model

EagleML/referenceTransaction/client/clientAddress/

clientRelationship

ClientRelationshipModel

Client Relationship Model

EagleML/referenceTransaction/client/clientRelationship/

Note
Info
title

Anchor
effective_date_note
effective_date_note
<effectiveDate> element is loaded to RULESDBO.CLIENT_HIST.EFFECTIVE_DATE only once - when INSERT is performed. The key for RULESDBO.CLIENT_HIST table is effectiveDate + clientId. As a result, if you send a message with the same client id and a different effective date a new record in RULESDBO.CLIENT_HIST will be created.RULESDBO.CLIENT.UPDDATETIME receives the systime value.