579 - Keystone: Joint Account Types For Smart Screen Pop Display

Category Core Specific

Description This field will contain a list of all Joint Account Types that should be included for access when building the joint accountholder lists to be displayed within Smart Screen Pop.

Purpose Determines which joint account relationships will be shown to agents when SmartApps performs a screen pop for a member.

Valid Values Delimited list of joint account type codes.

Example: JT|TR|BE

JOINT ACCOUNT TYPE CODES

  • (AD) Administrator
  • (AS) Authorized signer
  • (AU) Authorized user
  • (BC) Contingent beneficiary
  • (BE) Beneficiary
  • (BO) Beneficial owner
  • (CB) Co-borrower
  • (CO) Collateral owner
  • (CS) Cosigner
  • (CU) Custodian
  • (CV) Conservator
  • (EX) Executor
  • (GD) Guardian
  • (GU) Guarantor
  • (IB) Irrevocable trust beneficiary
  • (IC) Contingent irrevocable trust beneficiary
  • (JT) Joint owner
  • (OT) Other related party
  • (PA) Power of attorney
  • (RB) Revocable trust beneficiary
  • (RC) Contingent revocable trust beneficiary
  • (RP) Representative payee
  • (SA) Statement addressee
  • (SC) Successor custodian
  • (ST) Successor trustee
  • (TR) Trustee
  • (VF) VA fiduciary

Default Value Not specified

Notes/Dependencies