Outbound Customer Data (ARI002)

Updated on 27 Jun 2024
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Interface Description

Customers from the Agency Business Systems are being converted to Florida PALM through the Customer Conversion process (ARC001). The initial customer file will contain active customers that were reviewed and approved by agencies. Agencies will then be able to maintain the customers in Florida PALM and agency business systems.

This outbound interface will enable Customer information to be sent from Florida PALM to FACTS and Agency Business Systems. This interface will provide FACTS and agencies customer details from the Florida PALM system in flat file format.

Click below to view the conversion file layout and sample data file.

ARI002-Outbound Customer Data-Layout.xlsx

ARI002-Sample Data.txt

Business Process Model

This interface can be found in the following business process:

50.1 Set Up and Maintain Customer

Selection Criteria

The interface data selection criteria includes the following:

Data Field	Data Field Details
SetID (Optional)	When entered, a valid SetID which is configured in Florida PALM should be selected.
As of Date (Required)	This field is left blank.
Extract Flag (Required)	This field is left blank.

File Layout

The layout of the interface is listed below.

Data Field Name	Record Type	Description
Record Code	Customer Header	Record Code identifying the Customer Header information on the record.
Set ID	Customer Header	This field is used to specify Customer Set ID which is agency specific setid
Customer ID	Customer Header	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Customer Status	Customer Header	Current Status of the Customer.
Customer Type	Customer Header	Type of Customer. Used to identify customer categories in reports.
Date Added	Customer Header	Date when customer was established Florida PALM.
Since Date	Customer Header	Specify that the customer has been a customer since a certain date, which may be the date added.
Name 1	Customer Header	Primary Name of the Customer.
Name 2	Customer Header	This is an overflow of the name of the customer that will be maintained in Florida PALM.
Short Name	Customer Header	Short Name of the Customer. It appears on pages that have limited space. If left blank, system will default the Short Name to be the first 10 characters of the Name 1 data element.
Agency Customer ID	Customer Header	Agency Customer ID is created or provided by the agency for linking customer numbers.
Corporate Customer Checkbox	Customer Header	This field is used to identify if the customer is Corporate/Parent Customer. If left blank, system should default as 'Y'
Agency Parent Customer ID	Customer Header	Agency Parent Customer ID is provided for linking Parent and Child relationship. If the Agency Parent Customer ID is invalid, no Parent and Child relationship will be established.
Cust Char30 C	Customer Header	Field for Agency use
Cust Char30 D	Customer Header	Field for Agency use
Cust Char10 A	Customer Header	Field for Agency use
Cust Char10 B	Customer Header	Field for Agency use
Cust Char10 C	Customer Header	Field for Agency use
Cust Char10 D	Customer Header	Field for Agency use
Cust Char2	Customer Header	Field for Agency use
Cust Char4	Customer Header	Field for Agency use
Cust Char6	Customer Header	Field for Agency use
Cust Char8	Customer Header	Field for Agency use
Cust Char1 A	Customer Header	Field for Agency use
Cust Char1 B	Customer Header	Field for Agency use
Cust Char1 C	Customer Header	Field for Agency use
Cust Char1 D	Customer Header	Field for Agency use
Cust N12.3 A	Customer Header	Maximum of 16 characters, with a breakdown as follows: 12 integers 2 decimals 2 decimal point 1 (-) sign 16 Total Example:20432.89 Examples: 5000.00,1234.56,-123.45
Cust N12.3 B	Customer Header	Maximum of 16 characters, with a breakdown as follows: 12 integers 2 decimals 2 decimal point 1 (-) sign 16 Total Example:20432.89 Examples: 5000.00,1234.56,-123.45
Cust N12.3 C	Customer Header	Maximum of 16 characters, with a breakdown as follows: 12 integers 2 decimals 2 decimal point 1 (-) sign 16 Total Example:20432.89 Examples: 5000.00,1234.56,-123.45
Cust N12.3 D	Customer Header	Maximum of 16 characters, with a breakdown as follows: 12 integers 2 decimals 2 decimal point 1 (-) sign 16 Total Example:20432.89 Examples: 5000.00,1234.56,-123.45
Cust Nbr15 A	Customer Header	Field for Agency use
Cust Nbr15 B	Customer Header	Field for Agency use
Cust Nbr15 C	Customer Header	Field for Agency use
Cust Nbr15 D	Customer Header	Field for Agency use
Filler1	Customer Header	This field is reserved for future use in Florida PALM.
Filler2	Customer Header	This field is reserved for future use in Florida PALM.
Filler3	Customer Header	This field is reserved for future use in Florida PALM.
Filler4	Customer Header	This field is reserved for future use in Florida PALM.
Filler5	Customer Header	This field is reserved for future use in Florida PALM.
Record Code	Bill To Customer Option	Record Code identifying the Bill To Customer Option information on the record.
Set ID	Bill To Customer Option	This field is used to specify Bill to Customer Set ID which is agency specific setid
Customer ID	Bill To Customer Option	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Bill To Customer Option	Agency Customer ID is created or provided by the agency for linking customer numbers.
Customer Bill To Options Effective Date	Bill To Customer Option	Indicates the date the billing options are available for AR item transactions.
Customer Bill To Options Effective Status	Bill To Customer Option	This field is used to indicate Status of billing options available for AR item transactions.
Filler1	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler2	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler3	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler4	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler5	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler6	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler7	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler8	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler9	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Filler10	Bill To Customer Option	This field is reserved for future use in Florida PALM.
Record Code	Customer Address Detail	Record Code identifying the Customer Address Detail information on the record.
Set ID	Customer Address Detail	This field is used to specify Customer Address Set ID which is agency specific setid
Customer ID	Customer Address Detail	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Customer Address Detail	Agency Customer ID is created or provided by the agency for linking customer numbers.
Address Sequence Number	Customer Address Detail	Represents a unique, sequential identifier for a customer billing address. A customer can have multiple addresses associated with it. For each new customer, start the address sequence with the number 1 and increment for each additional address.
Effective Date	Customer Address Detail	Indicates the date the address is available for transactions.
Effective Status	Customer Address Detail	This field is used to indicate Status of address
Description	Customer Address Detail	Agencies will provide an Address Description to help identify the location Description will be mentioned for each unique address sequence numbers
Primary Bill To	Customer Address Detail	Indicates whether the address is a Primary Bill To address for the customer. Only one address must be designated as the primary/default billing address for the customer.
Primary Ship To	Customer Address Detail	Indicates whether address is the Primary Ship To address for the customer. Only one address must be designated as the primary/default ship to address for the customer.
Primary Sold To	Customer Address Detail	Indicates whether address is the Primary Sold To address for the customer. Only one address must be designated as the primary/default sold to address for the customer.
Address 1	Customer Address Detail	First Line of the Address.
Address 2	Customer Address Detail	Second Line of the Address.
Address 3	Customer Address Detail	Third Line of the Address.
Address 4	Customer Address Detail	Fourth Line of the Address.
City	Customer Address Detail	City for the customer address.
County	Customer Address Detail	County.
State	Customer Address Detail	State for the customer address.
Postal	Customer Address Detail	Postal code for the customers address.
Country	Customer Address Detail	Country Code.
Filler1	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler2	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler3	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler4	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler5	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler6	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler7	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler8	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler9	Customer Address Detail	This field is reserved for future use in Florida PALM.
Filler10	Customer Address Detail	This field is reserved for future use in Florida PALM.
Record Code	Customer Contact	Record Code identifying the Customer Contact information on the record.
Set ID	Customer Contact	This field is used to specify Customer Contact Set ID which is agency specific setid
Customer ID	Customer Contact	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Customer Contact	Agency Customer ID is created or provided by the agency for linking customer numbers.
Contact ID	Customer Contact	Assigning contacts to a customer is optional. A Customer can have more than one Address. A Contact can only be associated with one Address per Customer. A Contact can be associated with multiple Customers. A Contact associated with multiple Customers will have their own Contact/Address relationship.
Effective Date	Customer Contact	Indicates the date the contact is available for transactions.
Effective Status	Customer Contact	This field is used to indicate Status of contact
Contact Flag	Customer Contact	An attribute that describes the specific purpose of a given bank/counterparty contact person.
Salutation Code	Customer Contact	Salutation for the contact
Address Sequence Number	Customer Contact	Customer address that the contact must be linked to by using the Address Sequence Number or Location online.
Primary Bill Contact	Customer Contact	Indicates whether the contact is the Primary Bill To contact for the customer.
Primary Ship Contact	Customer Contact	Indicates whether the contact is the Primary Ship To contact for the customer.
Primary Sold Contact	Customer Contact	Indicates whether the contact is the Primary Sold To contact for the customer.
Title	Customer Contact	Title of the contact
Name	Customer Contact	Name of the contact.
Communication Method	Customer Contact	Preferred Communication.
Email ID	Customer Contact	A User's Email Id.
Filler1	Customer Contact	This field is reserved for future use in Florida PALM.
Filler2	Customer Contact	This field is reserved for future use in Florida PALM.
Filler3	Customer Contact	This field is reserved for future use in Florida PALM.
Filler4	Customer Contact	This field is reserved for future use in Florida PALM.
Filler5	Customer Contact	This field is reserved for future use in Florida PALM.
Filler6	Customer Contact	This field is reserved for future use in Florida PALM.
Filler7	Customer Contact	This field is reserved for future use in Florida PALM.
Filler8	Customer Contact	This field is reserved for future use in Florida PALM.
Filler9	Customer Contact	This field is reserved for future use in Florida PALM.
Filler10	Customer Contact	This field is reserved for future use in Florida PALM.
Record Code	Customer Phone Contact	Record Code identifying the Customer Contact phone information on the record.
Set ID	Customer Phone Contact	This field is used to specify Customer Phone Contact Set ID which is agency specific setid
Customer ID	Customer Phone Contact	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Customer Phone Contact	Agency Customer ID is created or provided by the agency for linking customer numbers.
Contact ID	Customer Phone Contact	Assigning contacts to a customer is optional. A Customer can have more than one Address. A Contact can only be associated with one Address per Customer. A Contact can be associated with multiple Customers. A Contact associated with multiple Customers will have their own Contact/Address relationship.
Effective Date	Customer Phone Contact	Indicates the date the contact is available for transactions.
Phone Type	Customer Phone Contact	Phone number type (i.e. Business Phone, Cell Phone, etc…) associated with the contact.
Phone	Customer Phone Contact	Telephone number.
Extension	Customer Phone Contact	Extension to the phone number associated with the contact
Primary Phone	Customer Phone Contact	Indicate if the phone number represents the primary number for the contact.
Filler1	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler2	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler3	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler4	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler5	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler6	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler7	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler8	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler9	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Filler10	Customer Phone Contact	This field is reserved for future use in Florida PALM.
Record Code	Customer Correspondence	Record Code identifying the Customer Correspondence information on the record. At least one record is required for each Customer record.
Set ID	Customer Correspondence	This field is used to specify Customer Correspondance Set ID which is agency specific setid
Customer ID	Customer Correspondence	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Customer Correspondence	Agency Customer ID is created or provided by the agency for linking customer numbers.
Effective Date	Customer Correspondence	Indicates the date this correspondence options are available for transactions.
Effective Status	Customer Correspondence	This field is used to indicate Status of correspondence
Dispute Checkbox	Customer Correspondence	Indicates whether the customer is in dispute
Dispute Status	Customer Correspondence	Indicates the reason of dispute
Dispute Date	Customer Correspondence	Indicates when the date when the customer was in dispute
Filler1	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler2	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler3	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler4	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler5	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler6	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler7	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler8	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler9	Customer Correspondence	This field is reserved for future use in Florida PALM.
Filler10	Customer Correspondence	This field is reserved for future use in Florida PALM.
Record Code	Customer Numbers	Record Code identifying the Customer Numbers information on the record.
Set ID	Customer Numbers	This field is used to specify Customer Number Set ID which is agency specific setid
Customer ID	Customer Numbers	Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State.
Agency Customer ID	Customer Numbers	Agency Customer ID is created or provided by the agency for linking customer numbers.
Standard ID Qualifier	Customer Numbers	Standard ID Qualifier.
Standard ID Number	Customer Numbers	ID number.
Filler1	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler2	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler3	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler4	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler5	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler6	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler7	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler8	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler9	Customer Numbers	This field is reserved for future use in Florida PALM.
Filler10	Customer Numbers	This field is reserved for future use in Florida PALM.

Version History

Date	Revision Description
12/01/2023	Original Version
05/14/2024	Updated to sync with ARI009
6/25/2024	Administrative update to change the field length of the following fields to 16 per PALM standard (12 integers left of decimal, 2 decimals, 1 decimal point and sign) Cust N12.3 A Cust N12.3 B Cust N12.3 C Cust N12.3 D.
6/27/2024	Administrative update to change the field Type to Signed Number and description of the following fields to reflect the number format (12 integers left of decimal, 2 decimals, 1 decimal point and sign) Cust N12.3 A Cust N12.3 B Cust N12.3 C Cust N12.3 D.

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What's Next

Outbound Deposit Data (ARI024)

Table of contents

Interface Description
Business Process Model
Selection Criteria
File Layout
Version History