Notes

{
"pageType": "LongForm",
"pageName": "TaxEntity",
"filterData": [{
"data": [{
"id": "ipClientTaxEntityId",
"orderid": "1",
"name": "Tax Entity ID",
"type": "text",
"maxlength": 6,
"isUpperCase": true,
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [6, "Tax Entity Id cannot be greater than 6 characters"]
}
]
},
{
"id": "ipUsTaxId",
"orderid": "2",
"name": "US Tax ID",
"type": "text",
"maxlength": 9,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"alphaNum": true,
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [9, "US Tax Id cannot be greater than 9 characters"]
}
]
},
{
"id": "ipValidFromDate",
"orderid": "3",
"name": "Valid From Date",
"type": "datepicker",
"dateType": "today",
"validationType": "date",
"required": true,
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "typeError",
"params": ["Please enter valid date format - MM/DD/YYYY"]
}
]
},
{
"id": "ipTaxEntityTypeCode",
"orderid": "4",
"name": "Tax Entity Type Code",
"type": "select",
"isFilterDD": true,
"legend": "TaxEntityTypeVO",
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"id": "ipForeignTin",
"orderid": "5",
"name": "Foreign TIN",
"isUpperCase": true,
"type": "text",
"maxlength": 18,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [18, "Foreign TIN cannot be greater than 18 characters"]
}
]
},
{
"id": "ipValidToDate",
"orderid": "6",
"name": "Valid To Date",
"type": "datepicker",
"dateType": "endDate",
"validationType": "date",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "typeError",
"params": ["Please enter valid date format - MM/DD/YYYY"]
}
]
},
{
"id": "ipClientOrgId",
"orderid": "7",
"name": "Client Org ID",
"isUpperCase": true,
"type": "text",
"maxlength": 6,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [6, "Client Org Id cannot be greater than 6 characters"]
}
]
},
{
"id": "ipFatcaid",
"orderid": "8",
"name": "FATCA ID",
"type": "text",
"maxlength": 12,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9. ]",
"isUpperCase": true,
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [12, "FATCA Id cannot be greater than 12 characters"]
}
]
},
{
"id": "ipActiveInactive",
"orderid": "9",
"name": "Active/Inactive",
"validationType": "string",
"isFilterDD": true,
"type": "select",
"legend": "FlagOptionsVO",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"id": "ipCounterPartyOrgId",
"orderid": "10",
"name": "Counterparty Org ID",
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"type": "text",
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"id": "ipGiin",
"orderid": "11",
"name": "GIIN",
"type": "text",
"maxlength": 19,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [19, "GIIN cannot be greater than 19 characters"]
}
]
},
{
"id": "ipDisplayCurrent",
"validationType": "string",
"orderid": "12",
"name": "Display Current",
"type": "select",
"legend": "820002",
"defaultValue": "Y",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"id": "ipClientTaxentityShortName",
"orderid": "13",
"name": "Tax Entity Short Name",
"type": "text",
"maxlength": 10,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"validationType": "string",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [
10,
"Tax Entity Short Name cannot be greater than 10 characters"
]
}
]
}
],
"buttons": [{
"orderid": 1,
"name": "Clear",
"type": "button"
},
{
"orderid": 2,
"name": "Refresh",
"type": "submit"
}
],
"noOfSortParams": 0
}],
"gridData": [{
"buttons": [{
"orderid": 1,
"legend": "RefTaxEntitySaveCorrectionVO",
"name": "Modify",
"type": "button",
"groupRestrict": "TCS GROUP",
"isCustomValidation": true,
"id": "Modify"
},
{
"orderid": 2,
"legend": "RefTaxEntityDetSaveVO",
"name": "Create",
"type": "button",
"groupRestrict": "TCS GROUP",
"id": "Create"
},
{
"orderid": 3,
"name": "Fund",
"type": "button",
"groupRestrict": "TCS GROUP",
"id": "Fund",
"defaultDisable": true
},
{
"orderid": 4,
"name": "DML Counter Party",
"type": "button",
"groupRestrict": "TCS GROUP",
"id": "DML Counter Party",
"defaultDisable": true
}
],
"data": [{
"type": "icon",
"isView": true,
"orderid": "0",
"id": "view",
"label": "View",
"isFixed": true
},
{
"id": "usTaxId",
"orderid": "1",
"label": "US Tax ID",
"isFixed": true
},
{
"id": "taxEntityId",
"orderid": "2",
"label": "Tax Entity ID",
"isFixed": true
},
{
"id": "currRecFlg",
"orderid": "3",
"label": "Current",
"isFixed": true
},
{
"id": "clientOrgId",
"orderid": "4",
"label": "Client Org",
"isFixed": true
},
{
"id": "ctpyOrgId",
"orderid": "5",
"label": "Ctpy Org",
"isFixed": true
},
{
"id": "taxEntityTypeCodeDesc",
"orderid": "6",
"label": "Tax Entity Type Code"
},
{
"id": "shortName",
"orderid": "7",
"label": "Short Name"
},
{
"id": "legalName",
"orderid": "8",
"label": "Legal Name"
},
{
"id": "fiscalYearInCode",
"orderid": "9",
"label": "Fiscal Year End"
},
{
"id": "transpLegalEntityDesc",
"orderid": "10",
"label": "Transparent Legal Entity"
},
{
"id": "contractEntityDesc",
"orderid": "11",
"label": "Contracting Entity"
},
{
"id": "otherIncomeDesc",
"orderid": "12",
"label": "Other Income"
},
{
"id": "factaComplianceDesc",
"orderid": "13",
"label": "FATCA Compliance"
},
{
"id": "foriegnTin",
"orderid": "14",
"label": "Foreign TIN"
},
{
"id": "factaId",
"orderid": "15",
"label": "FATCA ID"
},
{
"id": "giin",
"orderid": "16",
"label": "GIIN"
},
{
"id": "address1",
"orderid": "17",
"label": "Address 1"
},
{
"id": "address2",
"orderid": "18",
"label": "Address 2"
},
{
"id": "city",
"orderid": "19",
"label": "City"
},
{
"id": "stateDesc",
"orderid": "20",
"label": "State"
},
{
"id": "province",
"orderid": "21",
"label": "Province"
},
{
"id": "postalCode",
"orderid": "22",
"label": "Postal Code"
},
{
"id": "zipCode",
"orderid": "23",
"label": "Zip Code"
},
{
"id": "taxResCountryDesc",
"orderid": "24",
"label": "Tax Residence Country"
},
{
"id": "taxDocumentDesc",
"orderid": "25",
"label": "TAX Form ID"
},
{
"id": "pActiveInactiveDesc",
"orderid": "26",
"label": "Active"
},
{
"id": "taxFormColumnLabelCd1",
"orderid": "27",
"label": "Tax Form Attr1"
},
{
"id": "taxFormColumnValueCd1",
"orderid": "28",
"label": "Attr1 Value"
},
{
"id": "taxFormColumnLabelCd2",
"orderid": "29",
"label": "Tax Form Attr2"
},
{
"id": "taxFormColumnValueCd2",
"orderid": "30",
"label": "Attr2 Value"
},
{
"id": "taxFormColumnLabelCd3",
"orderid": "31",
"label": "Tax Form Attr3"
},
{
"id": "taxFormColumnValueCd3",
"orderid": "32",
"label": "Attr3 Value"
},
{
"id": "taxFormColumnLabelCd4",
"orderid": "33",
"label": "Tax Form Attr4"
},
{
"id": "taxFormColumnValueCd4",
"orderid": "34",
"label": "Attr4 Value"
},
{
"id": "s1042",
"orderid": "35",
"label": "1042S"
},
{
"id": "misc1099",
"orderid": "36",
"label": "1099MISC"
},
{
"id": "validFromDate",
"orderid": "37",
"label": "Valid From",
"dateFormat": "ddd MMM D YYYY HH:mm:ss ZZ"
},
{
"id": "validToDate",
"orderid": "38",
"label": "Valid To",
"dateFormat": "ddd MMM D YYYY HH:mm:ss ZZ"
},
{
"id": "activeFlagDesc",
"orderid": "39",
"label": "Active"
},
{
"id": "comments",
"orderid": "40",
"label": "Comments"
},
{
"id": "lastModifiedBy",
"orderid": "41",
"label": "Last Modified By"
},
{
"id": "lastModifiedDateTime",
"orderid": "42",
"label": "Last modifie Date Time",
"dateFormat": "ddd MMM D YYYY HH:mm:ss ZZ"
}
],

"gridVoMapping": "RefTaxEntityDetGetDataVO",
"title": "Tax Entity Search Results"
}],
"longFormData": [{
"buttons": [{
"name": "Save",
"id": "Save",
"type": "submit"
},
{
"name": "Cancel",
"id": "Cancel",
"type": "button"
}
],
"title": "Tabbed Details",
"data": [{
"tabLabel": "Tax Entity Detail",
"tabData": [{
"orderid": 1,
"validationType": "string",
"name": "Tax Entity Type Code",
"id": "taxEntityTypeCode",
"type": "select",
"isFilterDD": true,
"legend": "TaxEntityTypeVO",
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 2,
"validationType": "string",
"name": "US Tax Id",
"id": "usTaxId",
"type": "text",
"maxlength": 9,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 3,
"validationType": "string",
"name": "Tax Entity Id",
"id": "taxEntityId",
"type": "text",
"isValidate": true,
"elementType": "data",
"isCreate": "disabled",
"isModify": "disabled",
"isReject": "disabled"
},
{
"orderid": 4,
"validationType": "string",
"name": "Foreign TIN",
"id": "foriegnTin",
"type": "text",
"maxlength": 18,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9 ]",
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "max",
"params": [
18,
"Foreign TIN cannot be greater than 18 characters"
]
}]
},
{
"orderid": 5,
"validationType": "string",
"name": "Short Name",
"id": "shortName",
"type": "text",
"maxlength": 10,
"isUpperCase": true,
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "max",
"params": [
10,
"Short Name cannot be greater than 10 characters"
]
}
]
},
{
"orderid": 6,
"validationType": "string",
"name": "FATCA Id",
"id": "factaId",
"type": "text",
"maxlength": 12,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9. ]",
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "max",
"params": [
12,
"FATCA Id cannot be greater than 12 characters"
]
}]
},
{
"orderid": 7,
"validationType": "string",
"name": "Legal Name (for Tax)",
"id": "legalName",
"type": "text",
"isUpperCase": true,
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 8,
"validationType": "string",
"name": "GIIN",
"id": "giin",
"type": "text",
"maxlength": 19,
"allowCustomChar": true,
"regex": "[^a-zA-Z0-9. ]",
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "max",
"params": [19, "GIIN cannot be greater than 19 characters"]
}]
},
{
"orderid": 9,
"validationType": "string",
"name": "Fiscal Year End(mmdd)",
"id": "fiscalYearInCode",
"type": "select",
"isValidate": true,
"elementType": "data",
"isFilterDD": true,
"legend": "FiscalYearEndVO",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 10,
"validationType": "date",
"name": "Valid From",
"type": "datepicker",
"dateType": "today",
"isValidate": true,
"elementType": "data",
"required": true,
"id": "validFromDate",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
},
{
"type": "typeError",
"params": ["Please enter valid date format - MM/DD/YYYY"]
}
]
},
{
"orderid": 11,
"validationType": "string",
"name": "Transparent Legal Entity",
"id": "transpLegalEntityCode",
"type": "select",
"isFilterDD": true,
"isValidate": true,
"elementType": "data",
"legend": "FlagOptionsVO",
"required": true,
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 12,
"validationType": "date",
"name": "Valid To",
"type": "datepicker",
"required": true,
"isValidate": true,
"elementType": "data",
"id": "validToDate",
"dateType": "endDate",
"isCreate": "disabled",
"isModify": "disabled",
"isReject": "disabled",
"validations": [{
"type": "typeError",
"params": ["Please enter valid date format - MM/DD/YYYY"]
}]
},
{
"orderid": 13,
"validationType": "string",
"name": "Contracting Entity",
"id": "contractingEntityCode",
"type": "select",
"isFilterDD": true,
"legend": "ContractEntityVO",
"isAppendedDD": true,
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"isMulti": true,
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 14,
"validationType": "string",
"name": "Active/Inactive",
"id": "activeFlagCode",
"type": "select",
"isFilterDD": true,
"legend": "ActiveInactiveVO",
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"defaultValue": "Y",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 15,
"validationType": "string",
"name": "Other Income",
"id": "otherIncomeCode",
"type": "select",
"isFilterDD": true,
"legend": "FlagOptionsVO",
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 16,
"validationType": "string",
"name": "Comments",
"id": "comments",
"type": "text",
"isUpperCase": true,
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"isValidate": true,
"elementType": "data"
},
{
"orderid": 17,
"validationType": "string",
"name": "FATCA Compliance",
"id": "factaComplianceCode",
"type": "select",
"isFilterDD": true,
"legend": "FlagOptionsVO",
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 18,
"validationType": "string",
"name": "Last Modified By",
"id": "lastModifiedBy",
"type": "text",
"isValidate": true,
"elementType": "data",
"isCreate": "disabled",
"isModify": "disabled",
"isReject": "disabled"
},
{
"orderid": 19,
"validationType": "string",
"name": "Current",
"id": "currRecFlg",
"type": "text",
"isValidate": true,
"elementType": "data",
"isCreate": "disabled",
"isModify": "disabled",
"isReject": "disabled",
"defaultValue": "Y"
},
{
"orderid": 20,
"validationType": "date",
"type": "datepicker",
"name": "Last Modified Date Time",
"id": "lastModifiedDateTime",
"isValidate": true,
"elementType": "data",
"isCreate": "disabled",
"isModify": "disabled",
"isReject": "disabled"
},
{
"orderid": 21,
"validationType": "string",
"name": "Tax Documentation Form Id",
"id": "taxDocumentCode",
"type": "select",
"isFilterDD": true,
"legend": "TaxDocumentFormVO",
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
}
]
},
{
"tabLabel": "Permanent Address",
"tabData": [{
"orderid": 1,
"validationType": "string",
"name": "Address 1",
"id": "address1",
"required": true,
"type": "text",
"maxlength": 50,
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 2,
"validationType": "string",
"name": "Province",
"id": "province",
"type": "text",
"maxlength": 20,
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 3,
"validationType": "string",
"name": "Address 2",
"id": "address2",
"type": "text",
"maxlength": 50,
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 4,
"validationType": "string",
"name": "Tax Residence Country",
"id": "taxResCountryCode",
"type": "select",
"isFilterDD": true,
"legend": "TaxResidCountryVO",
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 5,
"validationType": "string",
"name": "City",
"id": "city",
"type": "text",
"maxlength": 30,
"isUpperCase": true,
"required": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled",
"validations": [{
"type": "required",
"params": ["this field is required"]
}]
},
{
"orderid": 6,
"validationType": "string",
"name": "Postal Code",
"id": "postalCode",
"type": "text",
"maxlength": 30,
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 7,
"validationType": "string",
"name": "State",
"id": "stateCode",
"type": "select",
"isFilterDD": true,
"legend": "StateVO",
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
},
{
"orderid": 8,
"validationType": "string",
"name": "Zip Code",
"id": "zipCode",
"type": "text",
"maxlength": 30,
"isUpperCase": true,
"isValidate": true,
"elementType": "data",
"isCreate": "enabled",
"isModify": "enabled",
"isReject": "disabled"
}
]
},
{
"tabLabel": "W-8ECI",
"hidden": true,
"tabData": [{
"orderid": 1,
"validationType": "string",
"name": "Type of Entity",
"required": true,
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