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:

  1. Select the Address Type lookup type.
  2. Create a new row in the Extended Lookups table if no row exists for the lookup value for the UK.
  3. 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.)

Note: You must select a value in the MyCSP Address Type field in MyCSP Address Type Mapping to complete your mapping. A code that is mapped in the main Extended Lookups page (but without the additional information in the MyCSP Address Type Mapping flexfield context) is ignored. You can map an address type to Home, but it’s not a requirement to do so.