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name

A Basic name must start with a letter (A through Z). The remaining part of a name can also contain numeric digits (0 through 9) or an underscore character (_). A name cannot be more than 40 characters in length. Type characters are not considered part of a name.

name information

Financial institutions distinguish name changes as minor modifications or corrections, and changes or alterations of legal title. Minor modifications or corrections are associated with fixing mistakes, while the alterations may be the result of legal changes such as, marriage, divorce, legal name change, or adoption.

needs analysis

In a needs analysis, agents ask questions and assign scores to the answers that customers give them. Using this information, agents can recommend a package of products or a single product and cross-sell a group of products or a single product.

Non-serialized assets

Assets without serial numbers. Serial number tracking is not used for these assets.

non-Unicode character set

Character sets other than Unicode. The term implies that the character set supports a restricted set of characters. Typically, a non-Unicode character set supports the alphabet of a single language or collection of languages that use the same or similar alphabets.


 Glossary 
 Published: 22 April 2003