Example of Loading Person Beneficiary Organizations

You can use the Person Beneficiary Organization business object to load details of organizations or trusts in bulk. You can use this object to upload new organizations and trusts or modify existing ones.

Considerations for Using the .dat File

Before you use the .dat file, consider these points:

• In the .dat file, BnfTypCd stands for beneficiary type code. For trusts, use TTEE as the value for BnfTypCd. For organizations, use ORG as the value for BnfTypCd.

• Each row in the .dat file can contain either a beneficiary organization or a trust that you want to link with a participant.

• You can link the same beneficiary organization to more than one participant. To do this, just create a new row in the .dat file with the same details for another participant. Trusts are usually unique for each participant.

• Use PersonNumber to identify the participant.

Examples of Loading Trusts and Organizations

You can use the PersonBeneficiaryOrganization.dat file to load details of trusts and organizations for participants. Let's look at some sample .dat files for loading trusts and organizations.

This example PersonBeneficiaryOrganization.dat file loads details of a trust for the participant:

METADATA|PersonBeneficiaryOrganization|StartDate|EndDate|BnfTypCd|TrusteeOrgName|TrusteeOrgRegCd|TrusteeOrgDescription|TrusteeAddlDetails|TrusteeExecutorName|OrganizationName|PersonNumber

MERGE|PersonBeneficiaryOrganization|2018/05/05||TTEE|This is Duprey Trust|TOR111|TOD|TAD|TEN||10026712115

This example PersonBeneficiaryOrganization.dat file loads details of an organization for the participant:

METADATA|PersonBeneficiaryOrganization|StartDate|EndDate|BnfTypCd|TrusteeOrgName|TrusteeOrgRegCd|TrusteeOrgDescription|TrusteeAddlDetails|TrusteeExecutorName|OrganizationName|PersonNumber
 
MERGE|PersonBeneficiaryOrganization|2019/07/07||ORG||||||UnitedWay|10026712115