267Individual Life, Annuity and Disability Application

This Draft Standard for Trial Use contains the format and establishes the data contents of the Individual Life, Annuity and Disability Application Transaction Set (267) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit new business application information among distributors (agents, broker/dealers, etc.), insurance companies and reinsurance companies for the purpose of underwriting an individual life, annuity or disability contract.

  • ST
    Transaction Set Header
    M必须(Mandatory)
    Repeat 1

    To indicate the start of a transaction set and to assign a control number

  • BGN
    Beginning Segment
    M必须(Mandatory)
    Repeat 1

    To indicate the beginning of a transaction set

  • DTP
    Date or Time or Period
    O可选(Optional)
    Repeat > 1

    To specify any or all of a date, a time, or a time period

  • NM1Loop1Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
    NM1N3N4REFPER
    • NM1
      Individual or Organizational Name
      M必须(Mandatory)
      Repeat 1

      To supply the full name of an individual or organizational entity

    • N3
      Address Information
      O可选(Optional)
      Repeat 3

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • REF
      Reference Identification
      O可选(Optional)
      Repeat 9

      To specify identifying information

    • PER
      Administrative Communications Contact
      O可选(Optional)
      Repeat 3

      To identify a person or office to whom administrative communications should be directed

  • ACTLoop1Account Identification LOOPM必须(Mandatory)Repeat > 1
    ACTASIPERC3LUIDTPBLILINPDLAM1AMTQTYYNQREFLQLoop1SILoop1PIDLoop1ENTLoop1PWKLoop1LXLoop1K2Loop1
    • ACT
      Account Identification
      M必须(Mandatory)
      Repeat 1

      To specify account information

    • ASI
      Action or Status Indicator
      O可选(Optional)
      Repeat 1

      To indicate the action to be taken with the information provided or the status of the entity described

    • PER
      Administrative Communications Contact
      O可选(Optional)
      Repeat > 1

      To identify a person or office to whom administrative communications should be directed

    • C3
      Currency
      O可选(Optional)
      Repeat 1

      To specify the currency being used in the transaction set

    • LUI
      Language Use
      O可选(Optional)
      Repeat > 1

      To specify language, type of usage, and proficiency or fluency

    • DTP
      Date or Time or Period
      O可选(Optional)
      Repeat > 1

      To specify any or all of a date, a time, or a time period

    • BLI
      Baseline Item Data
      O可选(Optional)
      Repeat 1

      To specify basic item data: item identification, quantity, and price

    • LIN
      Item Identification
      O可选(Optional)
      Repeat > 1

      To specify basic item identification data

    • PDL
      Payment Details
      O可选(Optional)
      Repeat > 1

      To transmit information required to establish payment or remittance activity

    • AM1
      Informational Values
      O可选(Optional)
      Repeat > 1

      To specify a code and the amount or quantity or percentage associated with it

    • AMT
      Monetary Amount
      O可选(Optional)
      Repeat > 1

      To indicate the total monetary amount

    • QTY
      Quantity
      O可选(Optional)
      Repeat > 1

      To specify quantity information

    • YNQ
      Yes/No Question
      O可选(Optional)
      Repeat > 1

      To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

    • REF
      Reference Identification
      O可选(Optional)
      Repeat > 1

      To specify identifying information

    • LQLoop1Industry Code LOOPO可选(Optional)Repeat > 1
      LQN4LUI
      • LQ
        Industry Code
        M必须(Mandatory)
        Repeat 1

        Code to transmit standard industry codes

      • N4
        Geographic Location
        O可选(Optional)
        Repeat > 1

        To specify the geographic place of the named party

      • LUI
        Language Use
        O可选(Optional)
        Repeat > 1

        To specify language, type of usage, and proficiency or fluency

    • SILoop1Service Characteristic Identification LOOPO可选(Optional)Repeat > 1
      SIAMTDTPREFNM1N4MSG
      • SI
        Service Characteristic Identification
        M必须(Mandatory)
        Repeat 1

        To specify service characteristic data

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat > 1

        To indicate the total monetary amount

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • REF
        Reference Identification
        O可选(Optional)
        Repeat > 1

        To specify identifying information

      • NM1
        Individual or Organizational Name
        O可选(Optional)
        Repeat 1

        To supply the full name of an individual or organizational entity

      • N4
        Geographic Location
        O可选(Optional)
        Repeat 1

        To specify the geographic place of the named party

      • MSG
        Message Text
        O可选(Optional)
        Repeat > 1

        To provide a free-form format that allows the transmission of text information

    • PIDLoop1Product/Item Description LOOPO可选(Optional)Repeat > 1
      PIDBLISPAUDAMTAM1PDLQTYDTPMSGINVLoop1BENLoop1
      • PID
        Product/Item Description
        M必须(Mandatory)
        Repeat 1

        To describe a product or process in coded or free-form format

      • BLI
        Baseline Item Data
        O可选(Optional)
        Repeat 1

        To specify basic item data: item identification, quantity, and price

      • SPA
        Status of Product or Activity
        O可选(Optional)
        Repeat 1

        To indicate the details and status of a product or product activity

      • UD
        Underwriting Status
        O可选(Optional)
        Repeat 1

        To identify and describe underwriting status of submitted applications

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat > 1

        To indicate the total monetary amount

      • AM1
        Informational Values
        O可选(Optional)
        Repeat > 1

        To specify a code and the amount or quantity or percentage associated with it

      • PDL
        Payment Details
        O可选(Optional)
        Repeat > 1

        To transmit information required to establish payment or remittance activity

      • QTY
        Quantity
        O可选(Optional)
        Repeat > 1

        To specify quantity information

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • MSG
        Message Text
        O可选(Optional)
        Repeat > 1

        To provide a free-form format that allows the transmission of text information

      • INVLoop1Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
        INVAM1DTPQTYLINRPA
        • INV
          Investment Vehicle Selection
          M必须(Mandatory)
          Repeat 1

          To specify type of investment vehicle or account and other basic data about the investment

        • AM1
          Informational Values
          O可选(Optional)
          Repeat > 1

          To specify a code and the amount or quantity or percentage associated with it

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • LIN
          Item Identification
          O可选(Optional)
          Repeat 2

          To specify basic item identification data

        • RPA
          Rate Amounts or Percents
          O可选(Optional)
          Repeat > 1

          To identify rate amounts or percents for a specific cost or other line item

      • BENLoop1Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
        BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
        • BEN
          Beneficiary or Owner Information
          M必须(Mandatory)
          Repeat 1

          To supply beneficiary, co-participant, and owner information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 3

          To specify additional names

        • N3
          Address Information
          O可选(Optional)
          Repeat 3

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • III
          Information
          O可选(Optional)
          Repeat > 1

          To report information

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • LUI
          Language Use
          O可选(Optional)
          Repeat 1

          To specify language, type of usage, and proficiency or fluency

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

    • ENTLoop1Entity LOOPO可选(Optional)Repeat > 1
      ENTNX1REFLINDMGDMAINDLUIERIDTPAMTAM1RPAYNQQTYMSGNM1Loop2LQLoop2BENLoop2PIDLoop2UCLoop1
      • ENT
        Entity
        M必须(Mandatory)
        Repeat 1

        To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

      • NX1
        Property or Entity Identification
        O可选(Optional)
        Repeat 2

        To define the attributes of a property or an entity

      • REF
        Reference Identification
        O可选(Optional)
        Repeat > 1

        To specify identifying information

      • LIN
        Item Identification
        O可选(Optional)
        Repeat 9

        To specify basic item identification data

      • DMG
        Demographic Information
        O可选(Optional)
        Repeat 1

        To supply demographic information

      • DMA
        Additional Demographic Information
        O可选(Optional)
        Repeat 1

        To supply additional demographic identification

      • IND
        Additional Individual Demographic Information
        O可选(Optional)
        Repeat 1

        To provide additional demographic information to the receiving school, institution, or agency to assist in identifying the particular student

      • LUI
        Language Use
        O可选(Optional)
        Repeat 1

        To specify language, type of usage, and proficiency or fluency

      • ERI
        Entity Relationship
        O可选(Optional)
        Repeat 1

        To identify the explicit relationship between entities, i.e., parent, child, peer

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat > 1

        To indicate the total monetary amount

      • AM1
        Informational Values
        O可选(Optional)
        Repeat > 1

        To specify a code and the amount or quantity or percentage associated with it

      • RPA
        Rate Amounts or Percents
        O可选(Optional)
        Repeat > 1

        To identify rate amounts or percents for a specific cost or other line item

      • YNQ
        Yes/No Question
        O可选(Optional)
        Repeat > 1

        To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

      • QTY
        Quantity
        O可选(Optional)
        Repeat > 1

        To specify quantity information

      • MSG
        Message Text
        O可选(Optional)
        Repeat > 1

        To provide a free-form format that allows the transmission of text information

      • NM1Loop2Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
        NM1N2REFAM1N3Loop1
        • NM1
          Individual or Organizational Name
          M必须(Mandatory)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 3

          To specify additional names

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • AM1
          Informational Values
          O可选(Optional)
          Repeat > 1

          To specify a code and the amount or quantity or percentage associated with it

        • N3Loop1Address Information LOOPO可选(Optional)Repeat > 1
          N3N4COMDTPQTY
          • N3
            Address Information
            M必须(Mandatory)
            Repeat 1

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • COM
            Communication Contact Information
            O可选(Optional)
            Repeat 9

            To specify a communication contact number

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • QTY
            Quantity
            O可选(Optional)
            Repeat 1

            To specify quantity information

      • LQLoop2Industry Code LOOPO可选(Optional)Repeat > 1
        LQSPADTPMSGNM1Loop3
        • LQ
          Industry Code
          M必须(Mandatory)
          Repeat 1

          Code to transmit standard industry codes

        • SPA
          Status of Product or Activity
          O可选(Optional)
          Repeat 1

          To indicate the details and status of a product or product activity

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

        • NM1Loop3Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
          NM1N3N4REFCOMLUIDTPMSG
          • NM1
            Individual or Organizational Name
            M必须(Mandatory)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N3
            Address Information
            O可选(Optional)
            Repeat 3

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • COM
            Communication Contact Information
            O可选(Optional)
            Repeat 3

            To specify a communication contact number

          • LUI
            Language Use
            O可选(Optional)
            Repeat 1

            To specify language, type of usage, and proficiency or fluency

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

      • BENLoop2Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
        BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
        • BEN
          Beneficiary or Owner Information
          M必须(Mandatory)
          Repeat 1

          To supply beneficiary, co-participant, and owner information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 3

          To specify additional names

        • N3
          Address Information
          O可选(Optional)
          Repeat 3

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • III
          Information
          O可选(Optional)
          Repeat > 1

          To report information

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • LUI
          Language Use
          O可选(Optional)
          Repeat 1

          To specify language, type of usage, and proficiency or fluency

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

      • PIDLoop2Product/Item Description LOOPO可选(Optional)Repeat > 1
        PIDBLISPAAMTQTYDTPYNQMSGPDLLoop1INVLoop2BENLoop3
        • PID
          Product/Item Description
          M必须(Mandatory)
          Repeat 1

          To describe a product or process in coded or free-form format

        • BLI
          Baseline Item Data
          O可选(Optional)
          Repeat 9

          To specify basic item data: item identification, quantity, and price

        • SPA
          Status of Product or Activity
          O可选(Optional)
          Repeat 1

          To indicate the details and status of a product or product activity

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • YNQ
          Yes/No Question
          O可选(Optional)
          Repeat > 1

          To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

        • PDLLoop1Payment Details LOOPO可选(Optional)Repeat > 1
          PDLREF
          • PDL
            Payment Details
            M必须(Mandatory)
            Repeat 1

            To transmit information required to establish payment or remittance activity

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

        • INVLoop2Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
          INVAM1DTPRPA
          • INV
            Investment Vehicle Selection
            M必须(Mandatory)
            Repeat 1

            To specify type of investment vehicle or account and other basic data about the investment

          • AM1
            Informational Values
            O可选(Optional)
            Repeat > 1

            To specify a code and the amount or quantity or percentage associated with it

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • RPA
            Rate Amounts or Percents
            O可选(Optional)
            Repeat > 1

            To identify rate amounts or percents for a specific cost or other line item

        • BENLoop3Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
          BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
          • BEN
            Beneficiary or Owner Information
            M必须(Mandatory)
            Repeat 1

            To supply beneficiary, co-participant, and owner information

          • NM1
            Individual or Organizational Name
            O可选(Optional)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N2
            Additional Name Information
            O可选(Optional)
            Repeat 3

            To specify additional names

          • N3
            Address Information
            O可选(Optional)
            Repeat 3

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • III
            Information
            O可选(Optional)
            Repeat > 1

            To report information

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • AMT
            Monetary Amount
            O可选(Optional)
            Repeat > 1

            To indicate the total monetary amount

          • LUI
            Language Use
            O可选(Optional)
            Repeat 1

            To specify language, type of usage, and proficiency or fluency

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

      • UCLoop1Underwriting Category LOOPO可选(Optional)Repeat > 1
        UCHLLoop1
        • UC
          Underwriting Category
          M必须(Mandatory)
          Repeat 1

          To identify the category of underwriting data being transmitted

        • HLLoop1Hierarchical Level LOOPO可选(Optional)Repeat > 1
          HLUQSYNQNM1N3N4COMDTPQTYMSGAM1AMTIIIECEMSEMPPCTSOILINREFASLTOATOVVEHCDSCEDSINUCSFHSPAMPI
          • HL
            Hierarchical Level
            M必须(Mandatory)
            Repeat 1

            To identify dependencies among and the content of hierarchically related groups of data segments

          • UQS
            Underwriting Question
            O可选(Optional)
            Repeat 1

            To report information provider underwriting data in a question and answer format

          • YNQ
            Yes/No Question
            O可选(Optional)
            Repeat > 1

            To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

          • NM1
            Individual or Organizational Name
            O可选(Optional)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N3
            Address Information
            O可选(Optional)
            Repeat 3

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • COM
            Communication Contact Information
            O可选(Optional)
            Repeat 9

            To specify a communication contact number

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

          • AM1
            Informational Values
            O可选(Optional)
            Repeat > 1

            To specify a code and the amount or quantity or percentage associated with it

          • AMT
            Monetary Amount
            O可选(Optional)
            Repeat > 1

            To indicate the total monetary amount

          • III
            Information
            O可选(Optional)
            Repeat > 1

            To report information

          • EC
            Employment Class
            O可选(Optional)
            Repeat 1

            To provide class of employment information

          • EMS
            Employment Position
            O可选(Optional)
            Repeat 1

            To describe employment position

          • EMP
            Employer
            O可选(Optional)
            Repeat 1

            To provide employment specifics

          • PCT
            Percent Amounts
            O可选(Optional)
            Repeat > 1

            To qualify percent amounts and supply percent amounts

          • SOI
            Source of Income
            O可选(Optional)
            Repeat > 1

            To define the source and related information about the income being reported

          • LIN
            Item Identification
            O可选(Optional)
            Repeat 2

            To specify basic item identification data

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • ASL
            Asset Liability
            O可选(Optional)
            Repeat > 1

            To report financial information

          • TOA
            Type of Activity
            O可选(Optional)
            Repeat > 1

            To specify type of activity information

          • TOV
            Vehicle Use Information
            O可选(Optional)
            Repeat > 1

            To report usage of a vehicle

          • VEH
            Vehicle Information
            O可选(Optional)
            Repeat > 1

            To provide descriptions that identify a specific vehicle

          • CDS
            Case Description
            O可选(Optional)
            Repeat > 1

            To identify and describe a specific court case

          • CED
            Administration of Justice Event Description
            O可选(Optional)
            Repeat > 1

            To describe specific administration of justice events and actions

          • SIN
            Substance Use
            O可选(Optional)
            Repeat > 1

            To report use of tobacco, alcohol, drugs or other substances

          • UCS
            Underwriting Considerations
            O可选(Optional)
            Repeat > 1

            To report personal health and medical history data

          • FH
            Family History
            O可选(Optional)
            Repeat > 1

            To report information about a person's family health history

          • SPA
            Status of Product or Activity
            O可选(Optional)
            Repeat 1

            To indicate the details and status of a product or product activity

          • MPI
            Military Personnel Information
            O可选(Optional)
            Repeat 1

            To report military service data

    • PWKLoop1Paperwork LOOPO可选(Optional)Repeat > 1
      PWKNM1N4REFDTPSPAEFILoop1
      • PWK
        Paperwork
        M必须(Mandatory)
        Repeat 1

        To identify the type or transmission or both of paperwork or supporting information

      • NM1
        Individual or Organizational Name
        O可选(Optional)
        Repeat 1

        To supply the full name of an individual or organizational entity

      • N4
        Geographic Location
        O可选(Optional)
        Repeat 1

        To specify the geographic place of the named party

      • REF
        Reference Identification
        O可选(Optional)
        Repeat > 1

        To specify identifying information

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • SPA
        Status of Product or Activity
        O可选(Optional)
        Repeat 1

        To indicate the details and status of a product or product activity

      • EFILoop1Electronic Format Identification LOOPO可选(Optional)Repeat > 1
        EFIBIN
        • EFI
          Electronic Format Identification
          M必须(Mandatory)
          Repeat 1

          To provide basic information about the electronic format of the interchange data

        • BIN
          Binary Data
          M必须(Mandatory)
          Repeat 1

          To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment

    • LXLoop1Assigned Number LOOPO可选(Optional)Repeat > 1
      LXPDLLoop2
      • LX
        Assigned Number
        M必须(Mandatory)
        Repeat 1

        To reference a line number in a transaction set

      • PDLLoop2Payment Details LOOPO可选(Optional)Repeat > 1
        PDLREFAMTLoop1
        • PDL
          Payment Details
          M必须(Mandatory)
          Repeat 1

          To transmit information required to establish payment or remittance activity

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • AMTLoop1Monetary Amount LOOPO可选(Optional)Repeat > 1
          AMTN1N3N4LINDTPQTYMSGAM1Loop1
          • AMT
            Monetary Amount
            M必须(Mandatory)
            Repeat 1

            To indicate the total monetary amount

          • N1
            Name
            O可选(Optional)
            Repeat 1

            To identify a party by type of organization, name, and code

          • N3
            Address Information
            O可选(Optional)
            Repeat 2

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • LIN
            Item Identification
            O可选(Optional)
            Repeat 2

            To specify basic item identification data

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

          • AM1Loop1Informational Values LOOPO可选(Optional)Repeat > 1
            AM1INVLoop3
            • AM1
              Informational Values
              M必须(Mandatory)
              Repeat 1

              To specify a code and the amount or quantity or percentage associated with it

            • INVLoop3Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
              INVQTYDTPRPA
              • INV
                Investment Vehicle Selection
                M必须(Mandatory)
                Repeat 1

                To specify type of investment vehicle or account and other basic data about the investment

              • QTY
                Quantity
                O可选(Optional)
                Repeat > 1

                To specify quantity information

              • DTP
                Date or Time or Period
                O可选(Optional)
                Repeat > 1

                To specify any or all of a date, a time, or a time period

              • RPA
                Rate Amounts or Percents
                O可选(Optional)
                Repeat > 1

                To identify rate amounts or percents for a specific cost or other line item

    • K2Loop1Administrative Message LOOPO可选(Optional)Repeat > 1
      K2DTPNM1
      • K2
        Administrative Message
        M必须(Mandatory)
        Repeat 1

        To transmit information in a free-form format for comment or special instruction

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 1

        To specify any or all of a date, a time, or a time period

      • NM1
        Individual or Organizational Name
        O可选(Optional)
        Repeat 1

        To supply the full name of an individual or organizational entity

  • SE
    Transaction Set Trailer
    M必须(Mandatory)
    Repeat 1

    To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

Segment
X12 EDI Release 00402
To indicate the start of a transaction set and to assign a control number
Elements
  • ST01143Transaction Set Identifier Code
    ID
    M必须(Mandatory)
    Min 3 / Max 3

    Code uniquely identifying a Transaction Set

    Codes (320)
  • ST02329Transaction Set Control Number
    AN
    M必须(Mandatory)
    Min 4 / Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

  • ST031705Implementation Convention Preference
    AN
    O可选(Optional)
    Min 1 / Max 9

    Reference assigned to identify Implementation Convention