267Individual Life, Annuity and Disability Application

This Draft Standard for Trial Use contains the format and establishes the data contents of the Individual Life, Annuity and Disability Application Transaction Set (267) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit new business application information among distributors (agents, broker/dealers, etc.), insurance companies and reinsurance companies for the purpose of underwriting an individual life, annuity or disability contract.

  • ST
    Transaction Set Header
    M必须(Mandatory)
    Repeat 1

    To indicate the start of a transaction set and to assign a control number

  • BGN
    Beginning Segment
    M必须(Mandatory)
    Repeat 1

    To indicate the beginning of a transaction set

  • DTP
    Date or Time or Period
    O可选(Optional)
    Repeat > 1

    To specify any or all of a date, a time, or a time period

  • NM1Loop1Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
    NM1N3N4REFPER
    • NM1
      Individual or Organizational Name
      M必须(Mandatory)
      Repeat 1

      To supply the full name of an individual or organizational entity

    • N3
      Address Information
      O可选(Optional)
      Repeat 3

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • REF
      Reference Identification
      O可选(Optional)
      Repeat 9

      To specify identifying information

    • PER
      Administrative Communications Contact
      O可选(Optional)
      Repeat 3

      To identify a person or office to whom administrative communications should be directed

  • N1Loop1Name LOOPM必须(Mandatory)Repeat > 1
    N1N2N3N4N9DTMACTLoop1
    • N1
      Name
      M必须(Mandatory)
      Repeat 1

      To identify a party by type of organization, name, and code

    • N2
      Additional Name Information
      O可选(Optional)
      Repeat 3

      To specify additional names

    • N3
      Address Information
      O可选(Optional)
      Repeat 3

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • N9
      Reference Identification
      O可选(Optional)
      Repeat > 1

      To transmit identifying information as specified by the Reference Identification Qualifier

    • DTM
      Date/Time Reference
      O可选(Optional)
      Repeat > 1

      To specify pertinent dates and times

    • ACTLoop1Account Identification LOOPM必须(Mandatory)Repeat > 1
      ACTASIPERC3LUIDTPBLILINPDLAM1AMTQTYYNQREFLQLoop1SILoop1PIDLoop1ENTLoop1PWKLoop1LXLoop1K2Loop1
      • ACT
        Account Identification
        M必须(Mandatory)
        Repeat 1

        To specify account information

      • ASI
        Action or Status Indicator
        O可选(Optional)
        Repeat 1

        To indicate the action to be taken with the information provided or the status of the entity described

      • PER
        Administrative Communications Contact
        O可选(Optional)
        Repeat > 1

        To identify a person or office to whom administrative communications should be directed

      • C3
        Currency
        O可选(Optional)
        Repeat 1

        To specify the currency being used in the transaction set

      • LUI
        Language Use
        O可选(Optional)
        Repeat > 1

        To specify language, type of usage, and proficiency or fluency

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • BLI
        Baseline Item Data
        O可选(Optional)
        Repeat 1

        To specify basic item data: item identification, quantity, and price

      • LIN
        Item Identification
        O可选(Optional)
        Repeat > 1

        To specify basic item identification data

      • PDL
        Payment Details
        O可选(Optional)
        Repeat > 1

        To transmit information required to establish payment or remittance activity

      • AM1
        Informational Values
        O可选(Optional)
        Repeat > 1

        To specify a code and the amount or quantity or percentage associated with it

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat > 1

        To indicate the total monetary amount

      • QTY
        Quantity
        O可选(Optional)
        Repeat > 1

        To specify quantity information

      • YNQ
        Yes/No Question
        O可选(Optional)
        Repeat > 1

        To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

      • REF
        Reference Identification
        O可选(Optional)
        Repeat > 1

        To specify identifying information

      • LQLoop1Industry Code LOOPO可选(Optional)Repeat > 1
        LQN4LUI
        • LQ
          Industry Code
          M必须(Mandatory)
          Repeat 1

          Code to transmit standard industry codes

        • N4
          Geographic Location
          O可选(Optional)
          Repeat > 1

          To specify the geographic place of the named party

        • LUI
          Language Use
          O可选(Optional)
          Repeat > 1

          To specify language, type of usage, and proficiency or fluency

      • SILoop1Service Characteristic Identification LOOPO可选(Optional)Repeat > 1
        SIAMTDTPREFNM1N4MSG
        • SI
          Service Characteristic Identification
          M必须(Mandatory)
          Repeat 1

          To specify service characteristic data

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

      • PIDLoop1Product/Item Description LOOPO可选(Optional)Repeat > 1
        PIDBLISPAUDAMTAM1PDLQTYDTPMSGINVLoop1BENLoop1
        • PID
          Product/Item Description
          M必须(Mandatory)
          Repeat 1

          To describe a product or process in coded or free-form format

        • BLI
          Baseline Item Data
          O可选(Optional)
          Repeat 1

          To specify basic item data: item identification, quantity, and price

        • SPA
          Status of Product or Activity
          O可选(Optional)
          Repeat 1

          To indicate the details and status of a product or product activity

        • UD
          Underwriting Status
          O可选(Optional)
          Repeat 1

          To identify and describe underwriting status of submitted applications

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • AM1
          Informational Values
          O可选(Optional)
          Repeat > 1

          To specify a code and the amount or quantity or percentage associated with it

        • PDL
          Payment Details
          O可选(Optional)
          Repeat > 1

          To transmit information required to establish payment or remittance activity

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

        • INVLoop1Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
          INVAM1DTPQTYLINRPA
          • INV
            Investment Vehicle Selection
            M必须(Mandatory)
            Repeat 1

            To specify type of investment vehicle or account and other basic data about the investment

          • AM1
            Informational Values
            O可选(Optional)
            Repeat > 1

            To specify a code and the amount or quantity or percentage associated with it

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • LIN
            Item Identification
            O可选(Optional)
            Repeat 2

            To specify basic item identification data

          • RPA
            Rate Amounts or Percents
            O可选(Optional)
            Repeat > 1

            To identify rate amounts or percents for a specific cost or other line item

        • BENLoop1Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
          BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
          • BEN
            Beneficiary or Owner Information
            M必须(Mandatory)
            Repeat 1

            To supply beneficiary, co-participant, and owner information

          • NM1
            Individual or Organizational Name
            O可选(Optional)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N2
            Additional Name Information
            O可选(Optional)
            Repeat 3

            To specify additional names

          • N3
            Address Information
            O可选(Optional)
            Repeat 3

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • III
            Information
            O可选(Optional)
            Repeat > 1

            To report information

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • AMT
            Monetary Amount
            O可选(Optional)
            Repeat > 1

            To indicate the total monetary amount

          • LUI
            Language Use
            O可选(Optional)
            Repeat 1

            To specify language, type of usage, and proficiency or fluency

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

      • ENTLoop1Entity LOOPO可选(Optional)Repeat > 1
        ENTNX1REFLINDMGDMAINDLUIERIDTPAMTAM1RPAYNQQTYMSGNM1Loop2LQLoop2BENLoop2PIDLoop2UCLoop1
        • ENT
          Entity
          M必须(Mandatory)
          Repeat 1

          To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

        • NX1
          Property or Entity Identification
          O可选(Optional)
          Repeat 2

          To define the attributes of a property or an entity

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • LIN
          Item Identification
          O可选(Optional)
          Repeat 9

          To specify basic item identification data

        • DMG
          Demographic Information
          O可选(Optional)
          Repeat 1

          To supply demographic information

        • DMA
          Additional Demographic Information
          O可选(Optional)
          Repeat 1

          To supply additional demographic identification

        • IND
          Additional Individual Demographic Information
          O可选(Optional)
          Repeat 1

          To provide additional demographic information to the receiving school, institution, or agency to assist in identifying the particular student

        • LUI
          Language Use
          O可选(Optional)
          Repeat 1

          To specify language, type of usage, and proficiency or fluency

        • ERI
          Entity Relationship
          O可选(Optional)
          Repeat 1

          To identify the explicit relationship between entities, i.e., parent, child, peer

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • AMT
          Monetary Amount
          O可选(Optional)
          Repeat > 1

          To indicate the total monetary amount

        • AM1
          Informational Values
          O可选(Optional)
          Repeat > 1

          To specify a code and the amount or quantity or percentage associated with it

        • RPA
          Rate Amounts or Percents
          O可选(Optional)
          Repeat > 1

          To identify rate amounts or percents for a specific cost or other line item

        • YNQ
          Yes/No Question
          O可选(Optional)
          Repeat > 1

          To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

        • QTY
          Quantity
          O可选(Optional)
          Repeat > 1

          To specify quantity information

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

        • NM1Loop2Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
          NM1N2REFAM1N3Loop1
          • NM1
            Individual or Organizational Name
            M必须(Mandatory)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N2
            Additional Name Information
            O可选(Optional)
            Repeat 3

            To specify additional names

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • AM1
            Informational Values
            O可选(Optional)
            Repeat > 1

            To specify a code and the amount or quantity or percentage associated with it

          • N3Loop1Address Information LOOPO可选(Optional)Repeat > 1
            N3N4COMDTPQTY
            • N3
              Address Information
              M必须(Mandatory)
              Repeat 1

              To specify the location of the named party

            • N4
              Geographic Location
              O可选(Optional)
              Repeat 1

              To specify the geographic place of the named party

            • COM
              Communication Contact Information
              O可选(Optional)
              Repeat 9

              To specify a communication contact number

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

            • QTY
              Quantity
              O可选(Optional)
              Repeat 1

              To specify quantity information

        • LQLoop2Industry Code LOOPO可选(Optional)Repeat > 1
          LQSPADTPMSGNM1Loop3
          • LQ
            Industry Code
            M必须(Mandatory)
            Repeat 1

            Code to transmit standard industry codes

          • SPA
            Status of Product or Activity
            O可选(Optional)
            Repeat 1

            To indicate the details and status of a product or product activity

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

          • NM1Loop3Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
            NM1N3N4REFCOMLUIDTPMSG
            • NM1
              Individual or Organizational Name
              M必须(Mandatory)
              Repeat 1

              To supply the full name of an individual or organizational entity

            • N3
              Address Information
              O可选(Optional)
              Repeat 3

              To specify the location of the named party

            • N4
              Geographic Location
              O可选(Optional)
              Repeat 1

              To specify the geographic place of the named party

            • REF
              Reference Identification
              O可选(Optional)
              Repeat > 1

              To specify identifying information

            • COM
              Communication Contact Information
              O可选(Optional)
              Repeat 3

              To specify a communication contact number

            • LUI
              Language Use
              O可选(Optional)
              Repeat 1

              To specify language, type of usage, and proficiency or fluency

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

            • MSG
              Message Text
              O可选(Optional)
              Repeat > 1

              To provide a free-form format that allows the transmission of text information

        • BENLoop2Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
          BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
          • BEN
            Beneficiary or Owner Information
            M必须(Mandatory)
            Repeat 1

            To supply beneficiary, co-participant, and owner information

          • NM1
            Individual or Organizational Name
            O可选(Optional)
            Repeat 1

            To supply the full name of an individual or organizational entity

          • N2
            Additional Name Information
            O可选(Optional)
            Repeat 3

            To specify additional names

          • N3
            Address Information
            O可选(Optional)
            Repeat 3

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • III
            Information
            O可选(Optional)
            Repeat > 1

            To report information

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • AMT
            Monetary Amount
            O可选(Optional)
            Repeat > 1

            To indicate the total monetary amount

          • LUI
            Language Use
            O可选(Optional)
            Repeat 1

            To specify language, type of usage, and proficiency or fluency

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

        • PIDLoop2Product/Item Description LOOPO可选(Optional)Repeat > 1
          PIDBLISPAAMTQTYDTPYNQMSGPDLLoop1INVLoop2BENLoop3
          • PID
            Product/Item Description
            M必须(Mandatory)
            Repeat 1

            To describe a product or process in coded or free-form format

          • BLI
            Baseline Item Data
            O可选(Optional)
            Repeat 9

            To specify basic item data: item identification, quantity, and price

          • SPA
            Status of Product or Activity
            O可选(Optional)
            Repeat 1

            To indicate the details and status of a product or product activity

          • AMT
            Monetary Amount
            O可选(Optional)
            Repeat > 1

            To indicate the total monetary amount

          • QTY
            Quantity
            O可选(Optional)
            Repeat > 1

            To specify quantity information

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • YNQ
            Yes/No Question
            O可选(Optional)
            Repeat > 1

            To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

          • PDLLoop1Payment Details LOOPO可选(Optional)Repeat > 1
            PDLREF
            • PDL
              Payment Details
              M必须(Mandatory)
              Repeat 1

              To transmit information required to establish payment or remittance activity

            • REF
              Reference Identification
              O可选(Optional)
              Repeat > 1

              To specify identifying information

          • INVLoop2Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
            INVAM1DTPRPA
            • INV
              Investment Vehicle Selection
              M必须(Mandatory)
              Repeat 1

              To specify type of investment vehicle or account and other basic data about the investment

            • AM1
              Informational Values
              O可选(Optional)
              Repeat > 1

              To specify a code and the amount or quantity or percentage associated with it

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

            • RPA
              Rate Amounts or Percents
              O可选(Optional)
              Repeat > 1

              To identify rate amounts or percents for a specific cost or other line item

          • BENLoop3Beneficiary or Owner Information LOOPO可选(Optional)Repeat > 1
            BENNM1N2N3N4REFDTPIIIQTYAMTLUIMSG
            • BEN
              Beneficiary or Owner Information
              M必须(Mandatory)
              Repeat 1

              To supply beneficiary, co-participant, and owner information

            • NM1
              Individual or Organizational Name
              O可选(Optional)
              Repeat 1

              To supply the full name of an individual or organizational entity

            • N2
              Additional Name Information
              O可选(Optional)
              Repeat 3

              To specify additional names

            • N3
              Address Information
              O可选(Optional)
              Repeat 3

              To specify the location of the named party

            • N4
              Geographic Location
              O可选(Optional)
              Repeat 1

              To specify the geographic place of the named party

            • REF
              Reference Identification
              O可选(Optional)
              Repeat > 1

              To specify identifying information

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

            • III
              Information
              O可选(Optional)
              Repeat > 1

              To report information

            • QTY
              Quantity
              O可选(Optional)
              Repeat > 1

              To specify quantity information

            • AMT
              Monetary Amount
              O可选(Optional)
              Repeat > 1

              To indicate the total monetary amount

            • LUI
              Language Use
              O可选(Optional)
              Repeat 1

              To specify language, type of usage, and proficiency or fluency

            • MSG
              Message Text
              O可选(Optional)
              Repeat > 1

              To provide a free-form format that allows the transmission of text information

        • UCLoop1Underwriting Category LOOPO可选(Optional)Repeat > 1
          UCHLLoop1
          • UC
            Underwriting Category
            M必须(Mandatory)
            Repeat 1

            To identify the category of underwriting data being transmitted

          • HLLoop1Hierarchical Level LOOPO可选(Optional)Repeat > 1
            HLUQSYNQNM1N3N4COMDTPQTYMSGAM1AMTIIIECEMSEMPPCTSOILINREFASLTOATOVVEHCDSCEDSINUCSFHSPAMPI
            • HL
              Hierarchical Level
              M必须(Mandatory)
              Repeat 1

              To identify dependencies among and the content of hierarchically related groups of data segments

            • UQS
              Underwriting Question
              O可选(Optional)
              Repeat 1

              To report information provider underwriting data in a question and answer format

            • YNQ
              Yes/No Question
              O可选(Optional)
              Repeat > 1

              To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

            • NM1
              Individual or Organizational Name
              O可选(Optional)
              Repeat 1

              To supply the full name of an individual or organizational entity

            • N3
              Address Information
              O可选(Optional)
              Repeat 3

              To specify the location of the named party

            • N4
              Geographic Location
              O可选(Optional)
              Repeat 1

              To specify the geographic place of the named party

            • COM
              Communication Contact Information
              O可选(Optional)
              Repeat 9

              To specify a communication contact number

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

            • QTY
              Quantity
              O可选(Optional)
              Repeat > 1

              To specify quantity information

            • MSG
              Message Text
              O可选(Optional)
              Repeat > 1

              To provide a free-form format that allows the transmission of text information

            • AM1
              Informational Values
              O可选(Optional)
              Repeat > 1

              To specify a code and the amount or quantity or percentage associated with it

            • AMT
              Monetary Amount
              O可选(Optional)
              Repeat > 1

              To indicate the total monetary amount

            • III
              Information
              O可选(Optional)
              Repeat > 1

              To report information

            • EC
              Employment Class
              O可选(Optional)
              Repeat 1

              To provide class of employment information

            • EMS
              Employment Position
              O可选(Optional)
              Repeat 1

              To describe employment position

            • EMP
              Employer
              O可选(Optional)
              Repeat 1

              To provide employment specifics

            • PCT
              Percent Amounts
              O可选(Optional)
              Repeat > 1

              To qualify percent amounts and supply percent amounts

            • SOI
              Source of Income
              O可选(Optional)
              Repeat > 1

              To define the source and related information about the income being reported

            • LIN
              Item Identification
              O可选(Optional)
              Repeat 2

              To specify basic item identification data

            • REF
              Reference Identification
              O可选(Optional)
              Repeat > 1

              To specify identifying information

            • ASL
              Asset Liability
              O可选(Optional)
              Repeat > 1

              To report financial information

            • TOA
              Type of Activity
              O可选(Optional)
              Repeat > 1

              To specify type of activity information

            • TOV
              Vehicle Use Information
              O可选(Optional)
              Repeat > 1

              To report usage of a vehicle

            • VEH
              Vehicle Information
              O可选(Optional)
              Repeat > 1

              To provide descriptions that identify a specific vehicle

            • CDS
              Case Description
              O可选(Optional)
              Repeat > 1

              To identify and describe a specific court case

            • CED
              Administration of Justice Event Description
              O可选(Optional)
              Repeat > 1

              To describe specific administration of justice events and actions

            • SIN
              Substance Use
              O可选(Optional)
              Repeat > 1

              To report use of tobacco, alcohol, drugs or other substances

            • UCS
              Underwriting Considerations
              O可选(Optional)
              Repeat > 1

              To report personal health and medical history data

            • FH
              Family History
              O可选(Optional)
              Repeat > 1

              To report information about a person's family health history

            • SPA
              Status of Product or Activity
              O可选(Optional)
              Repeat 1

              To indicate the details and status of a product or product activity

            • MPI
              Military Personnel Information
              O可选(Optional)
              Repeat 1

              To report military service data

      • PWKLoop1Paperwork LOOPO可选(Optional)Repeat > 1
        PWKNM1N4REFDTPSPAEFILoop1
        • PWK
          Paperwork
          M必须(Mandatory)
          Repeat 1

          To identify the type or transmission or both of paperwork or supporting information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • REF
          Reference Identification
          O可选(Optional)
          Repeat > 1

          To specify identifying information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • SPA
          Status of Product or Activity
          O可选(Optional)
          Repeat 1

          To indicate the details and status of a product or product activity

        • EFILoop1Electronic Format Identification LOOPO可选(Optional)Repeat > 1
          EFIBIN
          • EFI
            Electronic Format Identification
            M必须(Mandatory)
            Repeat 1

            To provide basic information about the electronic format of the interchange data

          • BIN
            Binary Data
            M必须(Mandatory)
            Repeat 1

            To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment

      • LXLoop1Assigned Number LOOPO可选(Optional)Repeat > 1
        LXPDLLoop2
        • LX
          Assigned Number
          M必须(Mandatory)
          Repeat 1

          To reference a line number in a transaction set

        • PDLLoop2Payment Details LOOPO可选(Optional)Repeat > 1
          PDLREFLSLoop1
          • PDL
            Payment Details
            M必须(Mandatory)
            Repeat 1

            To transmit information required to establish payment or remittance activity

          • REF
            Reference Identification
            O可选(Optional)
            Repeat > 1

            To specify identifying information

          • LSLoop1Loop Header LOOPO可选(Optional)Repeat 1
            LSAMTLoop1LE
            • LS
              Loop Header
              M必须(Mandatory)
              Repeat 1

              To indicate that the next segment begins a loop

            • AMTLoop1Monetary Amount LOOPO可选(Optional)Repeat > 1
              AMTN1N3N4LINDTPQTYMSGAM1Loop1
              • AMT
                Monetary Amount
                M必须(Mandatory)
                Repeat 1

                To indicate the total monetary amount

              • N1
                Name
                O可选(Optional)
                Repeat 1

                To identify a party by type of organization, name, and code

              • N3
                Address Information
                O可选(Optional)
                Repeat 2

                To specify the location of the named party

              • N4
                Geographic Location
                O可选(Optional)
                Repeat 1

                To specify the geographic place of the named party

              • LIN
                Item Identification
                O可选(Optional)
                Repeat 2

                To specify basic item identification data

              • DTP
                Date or Time or Period
                O可选(Optional)
                Repeat > 1

                To specify any or all of a date, a time, or a time period

              • QTY
                Quantity
                O可选(Optional)
                Repeat > 1

                To specify quantity information

              • MSG
                Message Text
                O可选(Optional)
                Repeat > 1

                To provide a free-form format that allows the transmission of text information

              • AM1Loop1Informational Values LOOPO可选(Optional)Repeat > 1
                AM1INVLoop3
                • AM1
                  Informational Values
                  M必须(Mandatory)
                  Repeat 1

                  To specify a code and the amount or quantity or percentage associated with it

                • INVLoop3Investment Vehicle Selection LOOPO可选(Optional)Repeat > 1
                  INVQTYDTPRPA
                  • INV
                    Investment Vehicle Selection
                    M必须(Mandatory)
                    Repeat 1

                    To specify type of investment vehicle or account and other basic data about the investment

                  • QTY
                    Quantity
                    O可选(Optional)
                    Repeat > 1

                    To specify quantity information

                  • DTP
                    Date or Time or Period
                    O可选(Optional)
                    Repeat > 1

                    To specify any or all of a date, a time, or a time period

                  • RPA
                    Rate Amounts or Percents
                    O可选(Optional)
                    Repeat > 1

                    To identify rate amounts or percents for a specific cost or other line item

            • LE
              Loop Trailer
              M必须(Mandatory)
              Repeat 1

              To indicate that the loop immediately preceding this segment is complete

      • K2Loop1Administrative Message LOOPO可选(Optional)Repeat > 1
        K2DTPNM1
        • K2
          Administrative Message
          M必须(Mandatory)
          Repeat 1

          To transmit information in a free-form format for comment or special instruction

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat 1

          To specify any or all of a date, a time, or a time period

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

  • SE
    Transaction Set Trailer
    M必须(Mandatory)
    Repeat 1

    To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

Segment
X12 EDI Release 00403
To indicate the start of a transaction set and to assign a control number
Elements
  • ST01143Transaction Set Identifier Code
    ID
    M必须(Mandatory)
    Min 3 / Max 3

    Code uniquely identifying a Transaction Set

    Codes (320)
  • ST02329Transaction Set Control Number
    AN
    M必须(Mandatory)
    Min 4 / Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

  • ST031705Implementation Convention Preference
    AN
    O可选(Optional)
    Min 1 / Max 9

    Reference assigned to identify Implementation Convention