Client Example - All Elements
- Natalie Gesin (Deactivated)
- Dmitry Donosiyan (Unlicensed)
Owned by Natalie Gesin (Deactivated)
This example was processed by eagle_default\in\xml\xml-ref_client.xml rule
<EagleML xmlns="http://www.eagleinvsys.com/2011/EagleML-2-0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" eaglemlVersion="2-0" eaglemlType="ReferenceTransactionMessage" xsi:schemaLocation="http://www.eagleinvsys.com/2011/EagleML-2-0 eagleml-main-2-0.xsd" xsi:type="ReferenceTransactionMessage">
<referenceTransaction>
<header>
<objectType>Client</objectType>
</header>
<client>
<objectType>Client</objectType>
<objectId>Client</objectId>
<sourceName>EAGLE PACE</sourceName>
<updateSource>MCADMIN</updateSource>
<effectiveDate>2014-11-25</effectiveDate>
<clientSwitch>ALL</clientSwitch>
<name>nameCorp</name>
<address>ADDRESS</address>
<clientId>A5GJ8LK4D04</clientId>
<clientType>CORP</clientType>
<middleName>MIDDLE_NAME</middleName>
<lastName>LAST_NAME</lastName>
<suffix>SUFFIX</suffix>
<shortName1>SHORT_NAME1</shortName1>
<shortName2>SHORT_NAME2</shortName2>
<salutation>SALUT</salutation>
<displayName>DISPLAY_NAME</displayName>
<birthDay>2014-11-25</birthDay>
<birthPlace>BIRTH_PLACE</birthPlace>
<spouseName>SPOUSE_NAME</spouseName>
<maidenName>MAIDEN_NAME</maidenName>
<children>CHILDREN</children>
<status>STATUS</status>
<startDate>2014-11-25</startDate>
<terminationDate>2014-11-25</terminationDate>
<taxId>TST001</taxId>
<defaultCommInst>111001</defaultCommInst>
<bic>BIC</bic>
<dtcCode>DTC_CODE</dtcCode>
<dealerFlag>N</dealerFlag>
<clearingFlag>N</clearingFlag>
<dummyFlag>Y</dummyFlag>
<domesticFlag>N</domesticFlag>
<internationalFlag>Y</internationalFlag>
<nasdFlag>N</nasdFlag>
<terminationFlag>Y</terminationFlag>
<parentBrokerFlag>N</parentBrokerFlag>
<minorityTypeIndicator>N</minorityTypeIndicator>
<clientAcctSystem>CAS1</clientAcctSystem>
<affiliatedClearingBroker>AFFILIATED_CLEARING_BROKER</affiliatedClearingBroker>
<parentBroker>PARENT_BROKER</parentBroker>
<amlClientType>AML_CLIENT_TYPE</amlClientType>
<clientSubType>CLIENT_SUB_TYPE</clientSubType>
<companyName>COMPANY_NAME</companyName>
<fgnPoliticalRelatedInd>Y</fgnPoliticalRelatedInd>
<geoCategory>GEO_CATEGORY</geoCategory>
<industry>INDUSTRY</industry>
<industrySubtype>INDUSTRY_SUBTYPE</industrySubtype>
<otherAccountNbrs>OTHER_ACCOUNT_NBRS</otherAccountNbrs>
<primExchange>PRIM_EXCHANGE</primExchange>
<searchName>SEARCH_NAME</searchName>
<specialConcernBus>SPECIAL_CONCERNBUS</specialConcernBus>
<specialConcernBusInd>N</specialConcernBusInd>
<taxIdType>TAX_ID_TYPE</taxIdType>
<ticker>TICKER_ID</ticker>
<taxResidencyCountry>TAX_RES_COUNTRY</taxResidencyCountry>
<groupId>15</groupId>
<loginId>9</loginId>
<userDefinedChar>USER_DEFINED_CHAR</userDefinedChar>
<userChar1>USER_CHAR1</userChar1>
<userChar2>USER_CHAR2</userChar2>
<userChar3>USER_CHAR3</userChar3>
<userChar4>USER_CHAR4</userChar4>
<userChar5>USER_CHAR5</userChar5>
<userChar6>USER_CHAR6</userChar6>
<userChar7>USER_CHAR7</userChar7>
<userChar8>USER_CHAR8</userChar8>
<userChar9>USER_CHAR9</userChar9>
<userChar10>USER_CHAR10</userChar10>
<userDate1>2014-11-21</userDate1>
<userDate2>2014-11-22</userDate2>
<userDate3>2014-11-23</userDate3>
<userDate4>2014-11-24</userDate4>
<userDate5>2014-11-25</userDate5>
<userNum1>826.096</userNum1>
<userNum2>470.073</userNum2>
<userNum3>432.782</userNum3>
<userNum4>297.652</userNum4>
<userNum5>881.21</userNum5>
<incorporationYear>2014</incorporationYear>
<boardMbrAffiliatedCompany>BOARD_MBR_AFFILIATED_COMPANY</boardMbrAffiliatedCompany>
<boardMbrAffiliatedSymbol>B_SYMBOL</boardMbrAffiliatedSymbol>
<boardMbrIndicator>N</boardMbrIndicator>
<assetsType>ASSETS_TYPE</assetsType>
<existingAffiliationIndicator>Y</existingAffiliationIndicator>
<subsidiaryIndicator>Y</subsidiaryIndicator>
<subsidiaryName>SUBSIDIARY_NAME</subsidiaryName>
<publiclyTradedIndicator>N</publiclyTradedIndicator>
<ftaBankingRelationIndicator>N</ftaBankingRelationIndicator>
<regulatedFinancialFirmIndicator>Y</regulatedFinancialFirmIndicator>
<nameOfRegulatoryBody>NAME_OF_REGULATORY_BODY</nameOfRegulatoryBody>
<isBankIndicator>Y</isBankIndicator>
<isNonBankFinInstIndicator>N</isNonBankFinInstIndicator>
<companyWebsite>COMPANY_WEBSITE</companyWebsite>
<othresWGt25pcntOfAssets>OTHRES_W_GT25PCNT_OF_ASSETS</othresWGt25pcntOfAssets>
<clientActingAsAgentIndicator>N</clientActingAsAgentIndicator>
<principalNames>PRINCIPAL_NAMES</principalNames>
<affiliatedClientName>AFFILIATED_CLIENT_NAME</affiliatedClientName>
<parentEntityName>PARENT_ENTITY_NAME</parentEntityName>
<boardMbrName>BOARD_MBR_NAME</boardMbrName>
<gender>GENDER</gender>
<maritalStatus>MARITAL_STATUS</maritalStatus>
<employmentStatus>EMP_STATUS</employmentStatus>
<insiderControlIndicator>Y</insiderControlIndicator>
<existingRelationIndicator>Y</existingRelationIndicator>
<faNbr>FA_NBR</faNbr>
<passportNbr>PASSPORT_NBR</passportNbr>
<passportIssueCountry>PASS_IS_COUNTRY</passportIssueCountry>
<passportType>PASSPORT_TYPE</passportType>
<passportIssueDate>2014-11-25</passportIssueDate>
<passportExpirationDate>2014-11-25</passportExpirationDate>
<citizenshipType>CITIZENSHIP_TYPE</citizenshipType>
<nonUsCitizenWoReferralIndicator>N</nonUsCitizenWoReferralIndicator>
<fgnCitezenGt1millValueIndicator>N</fgnCitezenGt1millValueIndicator>
<occupation>OCCUPATION</occupation>
<clientSecInduEmpTyp>Client1</clientSecInduEmpTyp>
<clientSecInduEmpTypName>Client2</clientSecInduEmpTypName>
<spouseSecInduEmpTyp>Client3</spouseSecInduEmpTyp>
<spouseSecInduEmpTypName>Client4</spouseSecInduEmpTypName>
<employmentStartDate>2014-11-25</employmentStartDate>
<employmentRetirementDate>2014-11-25</employmentRetirementDate>
<portfolioMgrLocation>PORTF_MGR_LOC</portfolioMgrLocation>
<indJobTitle>IND_JOB_TITLE</indJobTitle>
<otherUsFinFirmRelationInd>Y</otherUsFinFirmRelationInd>
<otherUsFinFirmName>OTHER_US_FIN_FIRM_NAME</otherUsFinFirmName>
<otherUsFinFirmSity>OTHER_US_FIN_FIRM_SITY</otherUsFinFirmSity>
<otherUsFinFirmState>OTHER_US_FIN_FIRM_STATE</otherUsFinFirmState>
<otherUsFinFirmRelatnLngth>OTHER_LNGTH</otherUsFinFirmRelatnLngth>
<otherUsFinFirmSrcFndsInd>Y</otherUsFinFirmSrcFndsInd>
<otherUsFinFirmSrcFndsRsn>OTHER_US_FIN_FIRM_SRC_FNDS_RSN</otherUsFinFirmSrcFndsRsn>
<otherUsFinFirmSameNameIndicator>N</otherUsFinFirmSameNameIndicator>
<otherUsFinFirmSameNameRsn>OTHER_US_FIN_FIRM_SAME_NAME_RSN</otherUsFinFirmSameNameRsn>
<otherUsFinFirmPurpose>OTHER_US_FIN_FIRM_PURPOSE</otherUsFinFirmPurpose>
<branchOfficeNbr>BRANCH_OFFICE_NBR</branchOfficeNbr>
<wireCall>WIRECALL</wireCall>
<countryOfResidence>COUNTRY_OF_RES</countryOfResidence>
<spouseBeneficialOwnerInd>N</spouseBeneficialOwnerInd>
<clientAddress>
<addressType>Home</addressType>
<caStartDate>2001-07-18</caStartDate>
<addressLine1>HOM ADDRESS LINE1</addressLine1>
<addressLine2>HOM ADDRESS LINE2</addressLine2>
<addressLine3>HOM ADDRESS LINE3</addressLine3>
<addressLine4>HOM ADDRESS LINE4</addressLine4>
<city>HOM CITY</city>
<state>HOM STATE</state>
<mailCode>HOM MAIL CODE</mailCode>
<country>USA</country>
<caUserChar1>USER_CHAR1</caUserChar1>
<caUserChar2>USER_CHAR2</caUserChar2>
<caUserChar3>USER_CHAR3</caUserChar3>
<caUserChar4>USER_CHAR4</caUserChar4>
<caUserChar5>USER_CHAR5</caUserChar5>
<caUserChar6>USER_CHAR6</caUserChar6>
<caUserChar7>USER_CHAR7</caUserChar7>
<caUserChar8>USER_CHAR8</caUserChar8>
<caUserChar9>USER_CHAR9</caUserChar9>
<caUserChar10>USER_CHAR10</caUserChar10>
<caUserChar11>USER_CHAR11</caUserChar11>
<caUserChar12>USER_CHAR12</caUserChar12>
<caUserChar13>USER_CHAR13</caUserChar13>
<caUserChar14>USER_CHAR14</caUserChar14>
<caUserChar15>USER_CHAR15</caUserChar15>
<caStatusFlag>N</caStatusFlag>
<region>AMERICA</region>
</clientAddress>
<clientAddress>
<addressType>Business</addressType>
<caStartDate>2002-06-15</caStartDate>
<caEndDate>2015-12-31</caEndDate>
<caCompanyName>COMPANY NAME</caCompanyName>
<caJobTitle>JOB TITLE</caJobTitle>
<addressLine1>BUS ADDRESS LINE1</addressLine1>
<addressLine2>BUS ADDRESS LINE2</addressLine2>
<addressLine3>BUS ADDRESS LINE3</addressLine3>
<addressLine4>BUS ADDRESS LINE4</addressLine4>
<city>BUS CITY</city>
<state>BUS STATE</state>
<mailCode>BUS MAIL CODE</mailCode>
<country>USA</country>
<caUserChar1>USER_CHAR1</caUserChar1>
<caUserChar2>USER_CHAR2</caUserChar2>
<caUserChar3>USER_CHAR3</caUserChar3>
<caUserChar4>USER_CHAR4</caUserChar4>
<caUserChar5>USER_CHAR5</caUserChar5>
<caUserChar6>USER_CHAR6</caUserChar6>
<caUserChar7>USER_CHAR7</caUserChar7>
<caUserChar8>USER_CHAR8</caUserChar8>
<caUserChar9>USER_CHAR9</caUserChar9>
<caUserChar10>USER_CHAR10</caUserChar10>
<caUserChar11>USER_CHAR11</caUserChar11>
<caUserChar12>USER_CHAR12</caUserChar12>
<caUserChar13>USER_CHAR13</caUserChar13>
<caUserChar14>USER_CHAR14</caUserChar14>
<caUserChar15>USER_CHAR15</caUserChar15>
<caStatusFlag>N</caStatusFlag>
<region>AMERICA</region>
<website>WEBSITE</website>
</clientAddress>
<clientRelationship>
<clientRelationshipsSwitch>CRD</clientRelationshipsSwitch>
<relClientId>A5GJ8LK4D02</relClientId>
<relationshipType>PARENT</relationshipType>
<crStartDate>2000-05-09</crStartDate>
<crFlag>1</crFlag>
<investmentTeamCode>INV</investmentTeamCode>
<crStatusFlag>N</crStatusFlag>
<relatnToBeneficialOwnr>RELATN_TO_BENEFICIAL_OWNR</relatnToBeneficialOwnr>
<tierFlag>N</tierFlag>
<crUserChar1>CR_USER_CHAR1</crUserChar1>
<crUserChar2>CR_USER_CHAR2</crUserChar2>
<crUserNum1>52.473</crUserNum1>
<crUserNum2>60.57</crUserNum2>
<crUserNum3>74.686</crUserNum3>
<sharesAuthorized>11.428</sharesAuthorized>
<bhWaterMarkIncFee>6.062</bhWaterMarkIncFee>
<hurdlePercentage>8.514</hurdlePercentage>
<lossRecoveryPercentage>9.187</lossRecoveryPercentage>
<lossRecoveryIncPercentage>3.5</lossRecoveryIncPercentage>
<newIssueFlag>N</newIssueFlag>
<minFee>96.826</minFee>
<maxFee>99.547</maxFee>
<frequency>N</frequency>
<crdUserChar1>CHAR1</crdUserChar1>
<crdUserChar2>CHAR2</crdUserChar2>
<crdUserChar3>CHAR3</crdUserChar3>
<crdUserChar4>CHAR4</crdUserChar4>
<crdUserChar5>CHAR5</crdUserChar5>
<crdUserChar6>CHAR6</crdUserChar6>
<crdUserChar7>CHAR7</crdUserChar7>
<crdUserChar8>CHAR8</crdUserChar8>
<crdUserChar9>CHAR9</crdUserChar9>
<crdUserChar10>CHAR10</crdUserChar10>
<crdUserChar11>CHAR11</crdUserChar11>
<crdUserChar12>CHAR12</crdUserChar12>
<crdUserChar13>CHAR13</crdUserChar13>
<crdUserChar14>CHAR14</crdUserChar14>
<crdUserChar15>CHAR15</crdUserChar15>
<crdUserChar16>C16</crdUserChar16>
<crdUserChar17>C17</crdUserChar17>
<crdUserChar18>C18</crdUserChar18>
<crdUserChar19>C19</crdUserChar19>
<crdUserChar20>C20</crdUserChar20>
<crdUserChar21>C21</crdUserChar21>
<crdUserChar22>C22</crdUserChar22>
<crdUserChar23>C23</crdUserChar23>
<crdUserChar24>C24</crdUserChar24>
<crdUserChar25>C25</crdUserChar25>
<crdUserChar26>CHAR26</crdUserChar26>
<crdUserChar27>CHAR27</crdUserChar27>
<crdUserChar28>CHAR28</crdUserChar28>
<crdUserChar29>CHAR29</crdUserChar29>
<crdUserChar30>CHAR30</crdUserChar30>
<crdUserDate1>2013-10-21</crdUserDate1>
<crdUserDate2>2013-10-22</crdUserDate2>
<crdUserDate3>2013-10-23</crdUserDate3>
<crdUserDate4>2013-10-24</crdUserDate4>
<crdUserDate5>2013-10-25</crdUserDate5>
<crdUserNum1>410.346</crdUserNum1>
<crdUserNum2>869.306</crdUserNum2>
<crdUserNum3>322.32</crdUserNum3>
<crdUserNum4>780.419</crdUserNum4>
<crdUserNum5>302.09</crdUserNum5>
</clientRelationship>
<clientRelationship>
<clientRelationshipsSwitch>CR</clientRelationshipsSwitch>
<entity>
<entityXrefs>
<entityXref>
<xrefAccountId>COMPXREFTST01</xrefAccountId>
<xrefAccountIdType>COMP_TST_1</xrefAccountIdType>
<xrefClassCode>TF1</xrefClassCode>
</entityXref>
</entityXrefs>
<entityResolutionOption>MATCH_ALL</entityResolutionOption>
<entityBattingOrder>TF1</entityBattingOrder>
</entity>
<relationshipType>Entity Owner</relationshipType>
<crStartDate>2014-07-09</crStartDate>
<crEndDate>2015-07-08</crEndDate>
<crFlag>1</crFlag>
<investmentTeamCode>INV</investmentTeamCode>
<crStatusFlag>N</crStatusFlag>
<relatnToBeneficialOwnr>RELATN_TO_BENEFICIAL_OWNR</relatnToBeneficialOwnr>
<tierFlag>Y</tierFlag>
<pEntity>
<entityXrefs>
<entityXref>
<xrefAccountId>CXRF23</xrefAccountId>
<xrefAccountIdType>XTEST</xrefAccountIdType>
</entityXref>
</entityXrefs>
<entityResolutionOption>MATCH_ALL</entityResolutionOption>
<entityBattingOrder>XTEST</entityBattingOrder>
</pEntity>
<crUserChar1>CR_USER_CHAR1</crUserChar1>
<crUserChar2>CR_USER_CHAR2</crUserChar2>
<crUserNum1>432.473</crUserNum1>
<crUserNum2>690.57</crUserNum2>
<crUserNum3>744.686</crUserNum3>
<sharesAuthorized>10.418</sharesAuthorized>
<bhWaterMarkIncFee>5.062</bhWaterMarkIncFee>
<hurdlePercentage>7.514</hurdlePercentage>
<lossRecoveryPercentage>9.187</lossRecoveryPercentage>
<lossRecoveryIncPercentage>3.5</lossRecoveryIncPercentage>
<newIssueFlag>N</newIssueFlag>
<minFee>96.826</minFee>
<maxFee>99.547</maxFee>
<frequency>N</frequency>
</clientRelationship>
</client>
</referenceTransaction>
</EagleML>