MaxUpdater Changes for Reg F

 

The MaxUpdater has been updated to include fields added for Regulation F.


Note: The MaxUpdater is an optional module. If you are interested in obtaining this feature, please contact Sales.

Claim Itemization

When creating a template to import the Claim Itemization fields by batch, select the Reg F Itemization Screen from the Template Definition.

Once selected, select the level of Reg F Item that will be updated with this import.

After selecting the Reg F Item, select the proper field from the Field list.


Note: This template can import multiple Itemization types at the same time if the data is in columns. You may also import other screens of data using this template type.

Reg F - Mixed Imports

MaxUpdater also allows for import of multiple row Itemization templates where an account has multiple rows of itemization types. For example: 


Note: A Reg F Item - Mixed selection will only allow you to update the Itemization Fields.  No other data points can be updated in the same template including the Validation Deadline Date.

To create the template, select the Reg F Itemization Screen

and the Mixed Reg F Item.

Next select the field for the column of Data:


Note: The Event Type is a required field for a Reg F Item Mixed template. Each row of data must identify the Itemization Type to import properly. The Event type field values do not have to equal the Itemization Types exactly. They can be translated.


Note: If marking one row as selected for a single account, please be sure that remaining data rows for that account are blank in the selected column. Otherwise, last row of data for this account will fill dictate how the Selected Field is marked.