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Option | Description |
|---|---|
Client Name | Specifies the name of the client. |
Client ID | Specifies the database identifier (key) for the client. You must use a numeric value. |
Client Type | Specifies the type of client. NoteNOTE: Code values are maintained in the CODE_VALUES table under code category iClient Type for source EAGLE PACE. |
Primary Depository | Used for Schedule E – Part 1 reporting. Primary depository is necessary to delineate the reporting of cash balances on the schedule. |
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