Set Up Address Files
You can report a member’s primary address as either HM (home) or OF (office) in the Address Code (ADDCDE) data item in the MyCSP Address file (ADDxxxx.nnn).
You do this using extended lookup codes to map lookup values for the userextensible lookup type Address Type (ADDRESS_TYPE) to determine which address code to report for the member.
If no extended lookups mapping exists for an Address Type lookup value, it is defaulted to HM in the report. Therefore, both existing and new users only need to configure a mapping for an address type that is office-based and that should be reported as OF. No predefined mappings are provided. A replacement address file is triggered only if the member’s primary address is associated with an address type that’s mapped to OF, as described below.
To map an office-based address to address code OF, perform these steps in the Extended Lookups task:
- Select the Address Type lookup type.
- Create a new row in the Extended Lookups table if no row exists for the lookup value for the UK.
- Enter the values as shown here:
COUNTRY LOOKUP CODE EXTENDED CODE EXTENDED NAME ALL ENTERPRISES ADDITIONAL INFORMATION United Kingdom Address type lookup value meaning, for example, user-defined lookup value Office
User-defined code. Not reported; you can use the lookup value name, for example, Office
User-defined name. Not reported; you can use the lookup value name, for example, Office Yes Select MyCSP Address Type Mapping in Additional Information. Then choose how this address type should be reported. (Only the code OF or HM is reported in the ADDCDE data item.)