Simple Elements

The following simple elements are contained within this complex.

AcctId

The number or character that identifies an account record.

AcctType

The number or character that categorizes the AcctId.

Rstr

The level of restrictions that can exist at a parent and/or child node. Canonical values are:

• Hid
• NoAccess
• NoAccessPart
• ReadOnly
• ReadOnlyPart
• ReadWrite
• ReadWritePart

This element is optional.

Contains:

• ErrOvrRd_CType

Contains:

• AuthenUsrCred_CType
• jXchangeHdr_CType

Simple Elements

The following simple elements are contained within this complex.

AuthenProdCred

Authentication of the Consumer Product Credentials in the form of a WS Security element that contains a single SAML V2.0 Assertion.

Simple Elements

The following simple elements are contained within this complex.

BenfDistCode

The code for the method of the distribution.

CntrbAmtPriorYTD

The prior tax year-to-date contribution amounts for a tax plan.

CntrbAmtYTD

The current tax year-to-date contribution amounts for a tax plan.

DeathDistDt

The date the tax plan proceeds were distributed to the beneficiary.

DeathDist

The proceeds of the tax plan were distributed due to the death of the plan owner.

FirstContrbDt

The date of the first tax plan contribution.

OrigOwnBirthDt

The original owners of the tax plan's birth date.

OrigOwnCustId

The original owners of the tax plan's customer ID.

OrigOwnDeceaseDt

The original owners of the tax plan's date of death.

OrigOwnName

The name of the original owner of the tax plan.

PlanDistDeceasedDt

The date deceased.

PlnEstbDt

The date the tax plan was established.

PlnFeeAmt

The fee charge for maintaining the tax plan.

PlnFeeCode

The code for the fees charged to the tax plan.

QRPCustId

The customer ID of the administrator for a qualified retirement (Keogh) tax plan.

QRPPlnId

The plan ID of the employer for a qualified retirement (Keogh) tax plan.

SoleSpousBenf

A code that references if the tax plan is taking advantage of the sole spousal distribution.

SpousPlnCode

The code to determine if the tax plan qualifies as a spousal retirement plan in accord with IRS Regulations.

SpousSingleOwn

References if the tax plan is using the spousal single life election rule.

Contains:

• ACHPmtInfo_CType

Simple Elements

The following simple elements are contained within this complex.

AutoStartDistCode

The code that references if the tax plan should automatically start distributions.

CalcBenfAge

The calculated age of the beneficiary to be used for the RMD amount. This could differ from the beneficiary age.

DistAcctId

The account identification for the tax plan distribution for direct deposit.

DistAcctType

The account type for the tax plan distribution for direct deposit.

DistAmtRemCode

The code that references the remaining amount of the tax plan distribution.

DistAmtRem

The description of the remaining amount of the tax plan distribution.

DistAmt

The amount of the scheduled distribution from the tax plan.

DistCalcMthdCode

The code that references the method that should be used for distributions from the tax plan.

DistDayofMonth

The specific day of the month the distribution should be created from the tax plan.

DistFactor

The distribution factor to be used in the RMD amount for the tax plan.

DistFrqCode

The code that references the frequency of the distributions from the tax plan.

DistFrq

The frequency of the distribution should be created from the tax plan.

DistIncIntCode

The code that references if the tax plan distributions should include accrued but unpaid interest.

DistSeqOrderCode

The code that references the order the funds should be debited from the instruments for the tax plan distributions.

DistStatCode

The status of the scheduled distribution from the tax plan.

DistTrnCode

The transaction code that is used when making distributions from the tax plan.

DlyFirstDistCode

The code that references if the tax play should delay the first mandatory distribution until the following tax year.

ElecDistAmt

The elected distribution amount from the tax plan.

LastDistAmt

The amount of the last distribution from the tax plan.

LastDistDt

The date of the last distribution from the tax plan.

MinRDAAgeOvrrdCode

The election taken by the account owner to use the minimum RDA age override, as allowed by the tax plan.

MndtryDistDt

The date mandatory distributions must start from the tax plan.

NxtDistDt

The next scheduled distribution date from the tax plan.

OwnDistCalcMthdCode

The code to determine the method to be used when calculating the RMD amount if the plan still belongs to the original owner.

RecalcDistAmtCode

The code that references if the tax plan elected distribution amount should be recalculated automatically on a periodic basis.

RedLastAnnDistCode

The code that determines if the last distribution in the year should be reduced so only the minimum distribution required is distributed as governed by the tax plan.

ReqMinDistAmt

The required minimum distribution from the tax plan as required by IRS statues.

SoleSpousDistCode

The code that references if the sole beneficiary is the spouse.

StartDistDt

The date the scheduled distributions started from the tax plan.

WavMndtryDistCode

The code that references the reason the mandatory distribution amount is being waived.

Simple Elements

The following simple elements are contained within this complex.

PlnFedWithAltAcctId

Withholding alternate account number.

PlnFedWithAltAcctType

Withholding alternate account type.

PlnFedWithAltRate

Withholding alternate rate.

PlnFedWithCode

Fed W/H code. Value is passed from the service of record during the pilot phase.

PlnFedWithEffDt

Fed W/H effective date.

PlnFedWithFixAmt

Federal withholding fixed holding amount.

PlnFedWithLastYR

Federal withholding last year.

PlnFedWithMTD

Federal withholding month-to-date.

PlnFedWithQTD

Federal withholding quarter-to-date.

PlnFedWithYTD

Federal withholding year-to-date.

PlnStateWithAltAcctId

State withholding alternate account number.

PlnStateWithAltAcctType

State withholding alternate account type D.

PlnStateWithAltRate

State withholding alternate rate.

PlnStateWithCode

State W/H code. Value is passed from the service of record during the pilot phase.

PlnStateWithEffDt

State W/H effective date.

PlnStateWithFixAmt

State withholding fixed holding amount.

PlnStateWithLastYR

State withholding last year.

PlnStateWithMTD

State withholding month-to-date.

PlnStateWithQTD

State withholding quarter-to-date.

PlnStateWithYTD

State withholding year-to-date.

Simple Elements

The following simple elements are contained within this complex.

AuditUsrId

The user ID that the consumer would like written in the audit as performing the requested service. It varies, but it could be the same as the user ID. It is not used to authenticate. It is used to audit the Soap Header Fault.

AuditWsId

The workstation ID that the consumer would like written in the audit as performing the requested service for the Soap Header Fault. It varies, but it could be the same as the user ID.

AuthenUsrId

The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

BusCorrelId

The correlation identification as related to business functions and activities.

ConsumerName

The name of the service consumer (business name) for the Soap Header Fault.

ConsumerProd

The name of the product which is consuming the service (business product name) for the Soap Header Fault.

InstEnv

An identification provided by the consumer that defines the environment in which the institution is operating. Canonical values are:

• Prod

InstRtId

The identification of the entity of the submitted message. A financial institution entity uses the routing transit or nine-digit number assigned to financial institutions for routing as assigned by the American Bankers Association. Any leading zeros must be provided for a complete routing and transit number. A non-financial institution entity should use a mutually agreed upon identification that must contain at least one non-integer character. The canonical value is JHA.

The element is required in all message requests.

jXLogTrackingId

An identification provided by jXchange to be able to trace the request and response of a message from the third-party gateway, internal gateway, and service provider for the Soap Header Fault.

JxVer

Contains the version jXchange is running for the Soap Header Fault.

ValidConsmName

The consumer name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table. The canonical value is: JHA.

ValidConsmProd

The consumer product name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table.

WorkflowCorrelId

The correlation identification as related to workflow functions and activities.

jXchangeHdr_CType Deprecation Details

AuthenUsrId

The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

Contains:

• MsgRec_CType