Equifax Import - Fiserv AppMarket

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Equifax ImportEquifax Beacon ImportPS EQUIFAXUPDATE BEACONApplication 13473DNAapp ID e57803ac-b482-4bae-8e3c-6061d5c11878Fiserv Confidential: Distribution restricted to: Clients using or considering purchase of the product described in this document Fiserv associates

Equifax ImportFiserv 2013-2021 Fiserv, Inc. or its affiliates. All rights reserved. This work is confidential and its use is strictlylimited. Use is permitted only in accordance with the terms of the agreement under which it was furnished. Anyother use, duplication, or dissemination without the prior written consent of Fiserv, Inc. or its affiliates is strictlyprohibited. The information contained herein is subject to change without notice. Except as specified by theagreement under which the materials are furnished, Fiserv, Inc. and its affiliates do not accept any liabilities withrespect to the information contained herein and is not responsible for any direct, indirect, special, consequentialor exemplary damages resulting from the use of this information. No warranties, either express or implied, aregranted or extended by this document.http://www.fiserv.comFiserv is a registered trademark of Fiserv, Inc.Other brands and their products are trademarks or registered trademarks of their respective holders and shouldbe noted as such.PS EQUIFAXUPDATE BEACON9/3/20212

Equifax ImportFiservOverview:This application imports a file from Equifax (Beacon) or Experian (Quest) containing personinformation, including social security numbers and credit scores and updates that data. Theonly matching criteria looked at in order to update person records will be the tax id number inthe respective files.Key Benefits:This application imports a file from Equifax containing person information, including socialsecurity numbers and credit scores and inserts/updates this data Reads a file from Equifax containing person information, including social securitynumbers and credit scoresInserts/updates the data in Person Credit Score History and person user fieldUpdates are written to activityProcessing:The application selects the tax id from the input file and matches it in the DNA database toidentify the concerned person number and updates credit score data. It also updates activity.The application inserts data into the Person Credit Score History and two person level userdefined fields, 8CDS (Credit Score) and 8CRD (Credit Score Date).The application also produces a report containing the total records imported, total exceptions(errors). If the Print Detail parameter (PDYN) is set to Y, a detailed report containing personnumber, name, score and error (if any) is displayed.Parameters:ParameterExternal FileNameOrganizationNumberRptOnly YNCodeEXFNDescription (how used)Name/Path of import file.RequiredYesDefault Blank ORGNOrg Number for Beacon ScoreYes Blank RPTYes Blank Print DetailYNPDYNY Updates the DNA database fields and insertsinto activity.N Provides report information for review withoutupdating the DNA database fields. Does notinsert into activity.Y Print Record Detail, and totalsN or Blank Errors and Totals OnlyNoNNo1If left blank or invalid value is provided, thendefault value will be considered as N.File TypeFTYPIndicates the import file type1 Beacon (Equifax Beacon)2 Quest (Experian Quest)3 EQUIFAX Market RevealPS EQUIFAXUPDATE BEACON9/3/20213

Equifax ImportParameterMask TINInformationFiservCodeMTINDescription (how used)When set to Y, TIN will be masked using thestandard DNA TIN masking options.RequiredNoDefaultNWhen set to N, TIN will appear in the clear.User-Defined Fields:User-FieldCredit ScoreCredit ScoreDateCode8CDS8CRDDescription (how used)The credit score is updated in this person level user field.The credit score date is updated in this person level userfield.Data TypeSTRSTRNon-Transaction Updating ApplicationsThis application updates activity, using the following Activity Category and Activity TypeActivity CategoryCodePerson Maintenance PMNTPerson Maintenance PMNTActivity Type PersUserFieldScheduling (for batch applications):This is an updating application and cannot be run back in time.Report(s):Field Listing:FieldDescriptionEquifax Beacon ImportPers NbrNameRatingMessageThe person number identified based on the SSN provided in input file.The person nameThe credit score identified from input fileThe error message for any recordSummaryRecords InUpdatedErrorsTotal number of record identified from input file.Total number of records updated in DNA database.Total number of error messages,PS EQUIFAXUPDATE BEACON9/3/20214

Equifax ImportFiservThe possible error messages are: Blank (Updates performed) Person Not Found (Error) Score Updated (Existing for same Org and Date) Unable to Insert Score (organization number does not exist)Input File Layout #1 (File Type 1) - Equifax 187Fixed Width length file where all fields are ngPosition510BLANKZIP dressCHARCHAR183616343369First NameLast nameSuffixSSNBlanksEquifax MDB CriteriaCodeEquifax MDBSequence NumberEquifax MDB SocialSecurity #Safescan Reject 2Beacon 5.0 Auto Adj(PSPS1103)Beacon Reason Code1Beacon Reason Code2Beacon Reason Code3Beacon Reason Code4Drop HAR2182183CHAR1184184Fraud Victim FlagsCHAR1185185PS EQUIFAXUPDATE BEACON9/3/2021DescriptionThe ZIP code of personaddressThis field is not in use forDNA.The state code of personaddressThe city of person addressThe address lines of personaddressThe first name of personThe last name of personThe suffix of person nameThe SSN (Tax ID) of personThis field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.The Credit Score provided byEquifaxThis field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.This field is not in use forDNA.5

Equifax ImportFieldFiservFormatAddress Variable Flags CHARYNAlert 61187187DescriptionThis field is not in use forDNA.This field is not in use forDNA.Input File Layout #2 – (File Type 2) - Experian QuestComma delimited file where all fields are wrapped in double quotes.FieldLast NameFirst Middle NameAddr1 Line1Addr1 Line2Client DataAddr1 CityAddr1 StateAddr1 nt NumberCONTROL NBFILLER01ENCRYPTED PINRECORD NBSEGMENT CODEVAL CAT CDVAL CDFICCLAV8 CCLAV8 REASONCD1STRFICCLAV8 REASONCD2STRFICCLAV8 REASONCD3FICCLAV8 REASONCD4FICCLAV8 REASONCD5TRADE DATEADDR MISMATCH INCON COMMENT INSEC ALERT INSEC ALERT TYPE CDSEC ALERT DT 1SEC ALERT DT 2SEC ALERT PHONE NB 1STRSTRSTRSTRCHARCHARCHARSTRSTRSTRSTRPS EQUIFAXUPDATE BEACON9/3/2021DescriptionNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processPerson Tax ID Number. Used to select theperson to be updated in DNA . Is sentwithout leading zeros if any.Not used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processThe credit score to be written to the PersonCredit Score HistoryThe value to be written to the 8CDS personuser fieldThe value to be written to the 8CRD personuser fieldNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import process6

Equifax ImportFiservFieldSEC ALERT PHONE NB 2SEC ALERT PHONE NB MBERCHARCHARCHARCHARNUMBERNUMBERDescriptionNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processNot used by import processInput File Layout #3 – (File Type 3) - EQUIFAX Market RevealFixed Width (229)FieldFiller Field 1Record TypePersonal NameMailing Address Supplied by CustomerCity - Supplied byCustomerState Abbreviation Supplied by CustomerZip Code - Supplied byCustomerZip 4 Add-on Supplied by CustomerTelephone Number Supplied by CustomerFiller Field 2FillerSSNDate of BirthFillerCredit 193201224229First MiddleLastNumericPS EQUIFAXUPDATE BEACON9/3/2021SizeEnding DescriptionPosition16Spaces17157SpacesSpaces7

Equifax ImportFiservAdditional Requirements: Requires DNA 4.0 or HigherInstallation:Note: If you obtained this application from the AppMarket, please disregard the installationinstructions below. If you did not obtain this application from the AppMarket, please completethe installation instructions below. Copy the PS EQUIFAXUPDATE BEACON.SQT (Batch Process to the PS batchapplication directory; this is typically G:\OSI\BANK\BAT EXE\PS (or the location specifiedin the BATP Institution Option).This application requires the running of the script PS EQUIFAXUPDATE BEACON.SQL(Setup Script): Copy this file to any directory accessible to the applicable SQL application(SQL Developer, PL/SQL Developer, etc.) You need to run the setup script to register theapplication.In the System Module of DNA, go to Institution Applications and enter the suppliedAuthorization Key for this application.Configuration 2002/201811/201311/2013App Version ChangeAdded new file format EQUIFAX Market RevealValidation updatesSubmit for App ValidationChanged label to Fiserv ConfidentialDocumentation update - Added Fiserv Confidential LabelRe-Packaged and Re-documented for DNA AppStoreCreated the DNA appPS EQUIFAXUPDATE BEACON9/3/20218

Equifax MDB Sequence Number CHAR 11 152 162 This field is not in use for DNA. Equifax MDB Social Security # CHAR 9 163 171 This field is not in use for DNA. Safescan Reject Codes CHAR 1 172 172 This field is not in use for DNA. Beacon 5.0 Auto Adj (PSPS1103) CHAR 3 173 175 The Credit Score provided by Equifax Beacon Reason Code 1