TABLE_NAME

agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id
agent_tax_to_id

COLUMN_NAME
co_id
agent_tax_id
agent_id
effect_dt
term_dt
change_by
trans_dt
advisory_council
bus_type
hipaa_ba_received
transfer_to_agent_cd
new_business_term_dt
agent_cd_type
it_load_source_id
it_load_source_date
it_load_date
it_load_type

TYPE_NAME PRECISIO LENGTH

char
3
3
char
9
9
char
9
9
datetime
23
16
datetime
23
16
char
9
9
datetime
23
16
char
1
1
char
1
1
char
1
1
char
9
9
datetime
23
16
char
1
1
varchar
50
50
datetime
23
16
datetime
23
16
char
1
1

TABLE_NAME
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address
agent_address

COLUMN_NAME
co_id
agent_tax_id
agent_id
bus_name
commission_strt1
commission_strt2
commission_city
commission_state
commission_zip
county
phone
fax
address_type
change_by
trans_dt
address_id
email_address
secondary_email_address
physical_address_strt1
physical_address_strt2
physical_address_city
physical_address_state
physical_address_zip
mobile_phone
phone_extension
correspondence_preference
additional_address_type
commission_use_for_correspondence
physical_use_for_correspondence
additional_use_for_correspondence
additional_strt1
additional_strt2
additional_city
additional_state
additional_zip
it_load_source_id
it_load_source_date
it_load_date
it_load_type

TYPE_NA PRECISION LENGTH

char
3
3
char
9
9
char
9
9
char
50
50
varchar
35
35
varchar
35
35
varchar
20
20
char
2
2
char
9
9
char
6
6
char
10
10
char
10
10
char
1
1
char
9
9
datetime
23
16
int identity
10
4
varchar
50
50
varchar
50
50
varchar
35
35
varchar
35
35
varchar
20
20
char
2
2
char
9
9
char
10
10
char
5
5
char
1
1
char
1
1
char
1
1
char
1
1
char
1
1
varchar
35
35
varchar
35
35
varchar
20
20
char
2
2
char
9
9
varchar
50
50
datetime
23
16
datetime
23
16
char
1
1

TABLE_NAME
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy
agent_hierarchy

COLUMN_NAME
co_id
agent_id
effect_dt
pay_hier
hier_agent_type
hier_agent_id
term_dt
hier_split
change_by
trans_dt
salergn_id
it_load_source_id
it_load_source_date
it_load_date
it_load_type

TYPE_NAME PRECISION LENGTH

char
3
3
char
9
9
datetime
23
16
char
1
1
char
2
2
char
9
9
datetime
23
16
decimal
5
7
char
9
9
smalldatetime
16
16
char
2
2
varchar
50
50
datetime
23
16
datetime
23
16
char
1
1

TABLE_NAME
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id
agent_tax_id

COLUMN_NAME
agent_tax_id
agent_type
name_type
agent_name
suffix
corp_name
birth_date
sex
date_added
change_by
trans_dt
first_name
last_name
middle_initial
principal_tax_id
agent_contact_person
contact_phone
assistant_name
assistant_phone
seminar_attendance
preferred_name
it_load_source_id
it_load_source_date
it_load_date
it_load_type

TYPE_NAME PRECISION LENGTH

char
9
9
char
1
1
char
1
1
char
50
50
char
5
5
varchar
50
50
datetime
23
16
char
1
1
datetime
23
16
char
9
9
datetime
23
16
char
14
14
char
20
20
char
1
1
char
9
9
varchar
40
40
char
10
10
varchar
100
100
char
10
10
varchar
100
100
varchar
40
40
varchar
50
50
datetime
23
16
datetime
23
16
char
1
1

TABLE_NAME
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract
agent_contract

COLUMN_NAME
agent_tax_id
co_id
busdiv_id
effect_dt
term_dt
status
agent_type
adv_schd
broker_rep_id
salergn_id
saleoff_id
pmt_class
change_by
trans_dt
asa_cert
tier_pmt_start_dt
ebroker_portal_permission_flag
it_load_source_id
it_load_source_date
it_load_date
it_load_type

TYPE_NAME PRECISION LENGTH

char
9
9
char
3
3
char
4
4
datetime
23
16
datetime
23
16
char
1
1
char
2
2
char
3
3
char
9
9
char
2
2
char
2
2
char
1
1
char
9
9
datetime
23
16
char
1
1
datetime
23
16
char
1
1
varchar
50
50
datetime
23
16
datetime
23
16
char
1
1

TABLE_NAME
agent_type
agent_type
agent_type
agent_type
agent_type
agent_type
agent_type

COLUMN_NAME
co_id
agent_type
agent_desc
change_by
trans_dt
is_internal
ebroker_level

TYPE_NAME PRECISION LENGTH

char
3
3
char
2
2
char
35
35
char
9
9
datetime
23
16
char
1
1
char
3
3

CREATE SET TABLE stanimc.agent_demo_stage ,NO FALLBACK ,

NO BEFORE JOURNAL,
NO AFTER JOURNAL,
CHECKSUM = DEFAULT
(
co_id CHAR(3) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
agent_id CHAR(9) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
agent_type CHAR(2) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
agent_tax_id CHAR(9) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
effect_dt DATE FORMAT 'YYYYMMDD' NOT NULL,
term_dt DATE FORMAT 'YYYYMMDD' NOT NULL,
name_type CHAR(1) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
first_name VARCHAR(14) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
last_name VARCHAR(20) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
middle_initial CHAR(1) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
corp_name VARCHAR(50) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
busdiv_id CHAR(4) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
commission_str1 VARCHAR(35) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
commission_str2 VARCHAR(35) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
commission_zip CHAR(9) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
hier_agent_id CHAR(9) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
hier_agent_tax_id CHAR(9) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
HIER_EFF_DT DATE FORMAT 'YYYYMMDD' NOT NULL,
hier_term_dt DATE FORMAT 'YYYYMMDD' NOT NULL,
agncy_name VARCHAR(50) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL,
is_internal CHAR(1) CHARACTER SET LATIN NOT CASESPECIFIC NOT NULL)
PRIMARY INDEX ( agent_id );

ADWView

ADWColumn

MappingNotes

sale_agnt

addr_key

ADW generated key based on line1_addr, line2_addr, zip4_cd, and zip5_cd.

sale_agnt

agnt_frst_name If name_type = "C" or "c", move spaces, else move first_name

sale_agnt

agnt_last_name If name_type = "C" or "c", move corp_name, else move last_name

sale_agnt
sale_agnt

canc_dt
clos_dt

Maximum term_dt for agent_tax_id

sale_agnt

eff_dt

Minimum effect_dt for agent_tax_id

sale_agnt
sale_agnt
sale_agnt
sale_agnt
sale_agnt
sale_agnt
sale_agnt_rel

intrnl_agnt_ind
open_dt
sale_agnt_key
sale_role_cd
src_sys_key
tax_id
sale_agnt_key

straight move

sale_agnt_rel
sale_agnt_rel
sale_agnt_rel
sale_agnt_rel
sale_agnt_rel
sale_agnt_rel

agncy_key
sale_agnt_id
open_dt
clos_dt
eff_dt
canc_dt

sale_agnt_addr
sale_agnt_addr
sale_agnt_addr
sale_agnt_addr
sale_agnt_addr

addr_key
line1_addr
line2_addr
zip4_cd
zip5_cd

Updated based on changes found in the History Compare process.

Updated based on changes found in the History Compare process.

ADW generated key based on agent_tax_id.
Move 'PR'
Move '191'
Straight move.
ADW generated key based on agent_tax_id.
ADW generated key based on the agent_tax_id associated with the
hier_agent_id.
Straight move.
Updated based on changes found in the History Compare process.
Updated based on changes found in the History Compare process.
Straight move.
Straight move.

ADW generated key based on line1_addr, line2_addr, zip4_cd, and zip5_cd.

Straight move.
Straight move.
Move positions 6-9
Move positions 1-5

AscsSrcTable

AscsSrcColumn
line2_addr
zip4_cd

sale_agnt_addr

zip5_cd
first_name

NEW SOURCE Table

agent_demo_stage
commission_str1,
Commission_str2,
commission_zip(6-9),
commission_zip(1-5)

agent_tax_id

first_name, name_type
name_type
corp_name
last_name
corp_name, last_name,
agent_tax_id
name_type
name_type
term_dt
term_dt
agent_tax_to_id agent_tax_id
agent_tax_id
n/a
n/a
n/a
effect_dt
effect_dt
agent_tax_to_id agent_tax_id
agent_tax_id
agent_type
n/a
agent_tax_id
n/a
n/a
agent_tax_to_id
agent_tax_id
agent_hierarchy
agent_tax_id
agent_tax_to_id
n/a
n/a
agent_hierarchy
agent_hierarchy

is_internal
n/a
agent_tax_id
n/a
n/a
agent_tax-id
agent_tax_id
hier_agent_id
agent_tax_id
agent_id
n/a
n/a
effect_dt
term_dt
line2_addr
zip4_cd

sale_agnt_addr
agent_address
agent_address
agent_address
agent_address

is_internal
n/a
agent_tax_id
n/a
n/a
agent_tax-id
agent_tax_id
hier_agent_id
agent_tax_id
agent_id
n/a
n/a
hire_eff_dt
hire_term_dt

commission_str1,
Commission_str2,
commission_zip(6-9),
zip5_cd
commission_zip(1-5)
commission_str1 commission_str1
commission_str2 commission_str2
bus_zip
commission_zip(6-9)
bus_zip
commission_zip(1-5)