Example of Loading Retiree Reporting Information Cards for the US
This example create the Retiree Reporting Information calculation card for retiree assignment N1254332 on the 01-January-2020.
The CalculationCard.dat file is used to bulk-load Reporting Information cards with HCM Data Loader.
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber
MERGE|CalculationCard|VISION|RI_1254332|US LDG|Reporting Information|2020/01/01|N1254332
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompDefName|EffectiveStartDate|DirCardId(SourceSystemId)|Context1
MERGE|CardComponent|VISION|RI_1254332_RII|US LDG|Retiree Reporting Information|2020/01/01|RI_1254332|300100193871203
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD1|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Account Number
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD2|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Annuity Percentage
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD3|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|FATCA Filing Requirements
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD4|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|First Year of Designated Roth Contribution
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD5|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Taxable Amount not Determined
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD6|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Total Distribution
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD7|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Total Distribution Percentage
MERGE|CalculationValueDefinition|VISION|RI_1254332_RII_VD8|US LDG|RI_1254332_RII|2020/01/01|Retiree Reporting Information|Traditional, SEP or SIMPLE IRA
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|EffectiveStartDate|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD1|US LDG|RI_1254332_RII_VD1|2020/01/01|Account Number|125364789
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD2|US LDG|RI_1254332_RII_VD2|2020/01/01|Annuity Percentage|10
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD3|US LDG|RI_1254332_RII_VD3|2020/01/01|FATCA Filing Requirements|N
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD4|US LDG|RI_1254332_RII_VD4|2020/01/01|First Year of Designated Roth Contribution|2015
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD5|US LDG|RI_1254332_RII_VD5|2020/01/01|Taxable Amount not Determined|N
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD6|US LDG|RI_1254332_RII_VD6|2020/01/01|Total Distribution|N
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD7|US LDG|RI_1254332_RII_VD7|2020/01/01|Total Distribution Percentage|10
MERGE|EnterableCalculationValue|VISION|RI_1254332_RII_VD8|US LDG|RI_1254332_RII_VD8|2020/01/01|Traditional, SEP or SIMPLE IRA|N
METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|RI_1254332_TRU|US LDG|RI_1254332|2020/01/01|US TRU
METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirRepCardId(SourceSystemId)|EffectiveStartDate|DirCardCompId(SourceSystemId)|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|RI_1254332_TRU_RII|US LDG|RI_1254332_TRU|2020/01/01|RI_1254332_RII|N1254332