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Client Information

The Client Information dialog is automatically displayed the first time an Access Database with Output Definition results is opened. For previously opened databases, it can be accessed by clicking the image\ebx_-2066369530.gif button, or selecting the Client Info... item from the Edit menu.  The following items define a Fulfillment Tool client:

Access database shows the folder path to the database. 

Client name displays the name of the client to whom the database belongs.  This name can be modified as desired. 

The Where is the “Package” field? section contains two multi-choice fields to indicate the output data that maps the member's results to the appropriate fulfillment documentation.  For example, there may be a package 1 for terminated vested participants and a package 2 for new retirees; the indicated database field will contain either a 1 or a 2 depending on the member's status.  The Table multi-choice field contains the names of all tables within the database.  These will include standard Output Definition tables such as BFC_Detail, Run_Parameters, Results_which_do_not_vary_by_Commencement_Date, and Results_which_vary_by_Commencement_Date.  Select the table that contains the package information.  The Column multi-choice field contains the names of all of the columns of selected table.  Select the column that contains the package information.