Outbound Customer Data (ARI002)
  • 12 Jul 2024
  • 12 Minutes to read
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Outbound Customer Data (ARI002)

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Article summary

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 interface file layout and sample data file. 

Business Process Model

This interface can be found in the following business process:

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 TypeDescription

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

05/14/2024Updated 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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