Mappings
Enterprise SOAP API
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Tax Plan Inquiry
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Mappings
Request
MASTER.ISM
2
2. Maj Type Cd:
AccountId.AcctType
NA
Numeric
3
3. Account Number:
AccountId.AcctId
16
Response
JX_ACCT_IRA.AUTOSTARTDISTCODE
x_TaxPlnDist.TaxPlnDist.AutoStartDistCode
1
JX_ACCT_IRA.BENFDISTDESC
PlnCustRec.BenfDistDesc
30
String
JX_ACCT_IRA.CUSTAGEATEOY
PlnCustRec.CustAgeAtEOY
JX_ACCT_IRA.DEATHDISTDT
PlnCustRec.PlnCust.DeathDistDt
8
JX_ACCT_IRA.DISTACCTTYPE
x_TaxPlnDist.TaxPlnDist.DistAcctType
JX_ACCT_IRA.DISTAMTREM
x_TaxPlnDist.TaxPlnDist.DistAmtRem
10
JX_ACCT_IRA.DISTFRQ
x_TaxPlnDist.TaxPlnDist.DistFrq
JX_ACCT_IRA.DISTTRNCODE
x_TaxPlnDist.TaxPlnDist.DistTrnCode
JX_ACCT_IRA.ELECDISTAMT
x_TaxPlnDist.TaxPlnDist.ElecDistAmt
JX_ACCT_IRA.PLNAVGRATE
PlnCustRec.PlnAvgRate
14
JX_ACCT_IRA.PLNCURBAL
PlnCustRec.PlnCurBal
JX_ACCT_IRA.PLNYTDINT
PlnCustRec.PlnYTDInt
JX_ACCT_IRA.REQMINDISTAMT
x_TaxPlnDist.TaxPlnDist.ReqMinDistAmt
1. CIF Number:
CustId
9
9. Address:
PlnCustRec.PlnAddrInfo.Addr.StreetAddr1
40
10. City:
PlnCustRec.PlnAddrInfo.Addr.City
25
11
11. State:
PlnCustRec.PlnAddrInfo.Addr.StateCode
12
12. ZIP Code:
PlnCustRec.PlnAddrInfo.Addr.PostalCode
13
17
17. Date Opened:
PlnCustRec.PlnCust.PlnEstbDt
38
38. Prod Definition Code:
PlanCode
6
94
94. YTD Int W/H:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithYTD
7
142
142. YTD Contributions:
PlnCustRec.PlnCust.CntrbAmtYTD
143
143. LYr Contributions:
PlnCustRec.PlnCust.CntrbAmtPriorYTD
153
153. Date of Birth:
PlnCustRec.PlnCust.OrigOwnBirthDt
154
154. Maintenance Fee:
PlnCustRec.PlnCust.PlnFeeAmt
5
156
156. Distribution Freq:
x_TaxPlnDist.TaxPlnDist.DistFrqCode
158
158. Distribution Acct#:
x_TaxPlnDist.TaxPlnDist.DistAcctId
159
159. Distribution Amt:
x_TaxPlnDist.TaxPlnDist.DistAmt
166
166. Auto-Distrib Date:
x_TaxPlnDist.TaxPlnDist.NxtDistDt
168
168. Last Distrib Date:
x_TaxPlnDist.TaxPlnDist.LastDistDt
188
188. Type of IRA:
PlnCustRec.PlnType
194
194. Withholding Flag:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithCode
195
195. Withholding % or $:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt
221
221. Contrib ACH RTN:
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHDrRtNum
223
223. Contrib ACH Acct#:
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHDrAcctId
224
224. Distrib ACH RTN:
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrRtNum
225
225. Distr ACH Trans:
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHTrnCode
226
226. Distr ACH Account#:
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrAcctId
246
246. RMD Table Flag:
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode
249
249. IRA Dist. Sequence#:
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode
265
265. Beneficiary Age:
x_TaxPlnDist.TaxPlnDist.CalcBenfAge
266
266. RMD Factor:
x_TaxPlnDist.TaxPlnDist.DistFactor
4
276
276. YTD State Tax W/H:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithYTD
277
277. PYr State Tax W/H:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithLastYR
280
280. Benef Relation Code:
x_TaxPlnDist.TaxPlnDist.SoleSpousDistCode
283
283. State Withhold Flag:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithCode
284
284. State Withhld %or$:
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate
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Last updated Fri Dec 13 2024