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IRS and CRA - Automatic Verification

828 bytes added, 18:00, 22 November 2013
Configuration
==Configuration==
[[Image:IRSCheck.png|link=|500px]]
Name:
Type:
Display Order:
Associated Roles:
 
Everyone
Declined Registrant
Former Employee
Internal Staff
New Registrant
Org Contact AND Reviewer
Organization Contact
Organization Contact - TEST
Reviewer
Role with No Access
System Administrator
 
Denied View Roles:
 
Declined Registrant
Former Employee
Internal Staff
New Registrant
Org Contact AND Reviewer
Organization Contact
Organization Contact - TEST
Reviewer
Role with No Access
System Administrator
 
Transaction Type Linkage:
 
CRA Check - Automatic
CRA Check - Manual
Use Publication Service:
Use Third party Verification Service:
Enable Record Lock:
Transaction Formula:
UTA Level 1 Term:
UTA Level 2 Lookup:
UTA Level 2 Lookup Source:
Import XML Tag
 
[[Image:IRSFieldMapping.png|link=|500px]]
Organization Field Transaction Field
Organization Tax ID
OFAC
Automatic Checking As User: This is a drop down field providing a selection of internal [[users]] in your system.
[[Image:IRSCheck.png|link=|500px]]
[[Image:IRSFieldMapping.png|link=|500px]]
==See Also==
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