Name

Required
Optional
Conditional

Edits/Business Rules

Customer Account Tab

Customer Name

R

Populated by user login or entered by Receiver. Can be updated by applicant, co-applicant, and engineering firm until Submit.” Can be updated by Receiver until reviewers are assigned. No access by Reviewers after review is completed.

Customer Address Line 1

R

First line of customer street address.

Customer Address Line 2

O

Second line of customer address.

Customer City

R

Customer city.

Customer State

R

Customer state.

Customer Zip Code

R

Customer Zip code.

Business Partner ID

D

Customer Business Partner ID. Lookup available on some edit screens.

Business Partner Name

D

Customer Business Partner name, retrieved from Business Partner ID.

Customer Telephone Number

R

Customer main area code and telephone number.

Customer Phone Extension

O

Customer extension, if applicable.

Customer Email Address

R

Customer Email address.

Federal ID

O

Customer Federal ID number, if applicable.

Account Description

R

Customer account type (Utility, Driveway, etc.). Dropdown available on some edit screens.

Contact Information Tab

Contact Name

Link

Name of customer contact. Link accesses the contact for viewing or updating.

Contact Email Address

R

Contact Email address.

Contact Telephone Number

R

Contact telephone number, with area code.

Contact Telephone Extension

O

Contact telephone extension, if applicable.

Contact Mobile Number

O

Contact mobile telephone number and area code, if applicable.

Insurance Information Tab

Insurance Type

R

Dropdown for insurance type. Available selections are Self-Insured, Commercial Insurance, or Both Self Insured and Commercial Insurance.

Insurance Confirmation Date

R

Available only to CIMS users. Annual date when insurance confirmation is due. For self-insurers, the confirmation date is April 30 each year.

Security Information Tab

Securities Number

Link

An auto populated Bond Security Number/Letter of Credit Security Number (8 digit numerical field) formatted as the last two digits of the current year, followed by two digits for the month with a zero preceding if it's a single digit, two digits for the date of the month with a zero preceding if it's a single digit and lastly an extension number determined by the number of bonds/letters of credit processed on that date, when a bond or letter of credit value is indicated.

Securities Type

R

The security type can be selected from a dropdown list. Selections are Bond Security Number or Letter of Credit Security Number. Field names are influenced by the security type selected.

Issuer Number

R

ID number of the security issuer.

Securities Value

R

Value of the bond or letter of credit.

Securities Expiration Date

R

Expiration date of the bond of letter of credit.

Attachments Tab

Document Type

Link

Link to the type of attachment (insurance, bond, etc.).

Document Description

R

Free-from text description of the document.

Document Name

R

Path and filename of the attached document.

Attached By

R

User name of the person who attached the document.

Date Attached

R

Date the document was attached.

Notes Tab

Date

Link

Date the note was created.

User

D

The person who entered the note.

Note

D

The note contents.