Miscellaneous

Welcome! In this section of the Learning Center you will find cross-product resources to support your use of Insurance & Retirement services. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.

Remember to log in to see all content.

Record Layouts

MSS Canned File

November 01, 2020

MSD Canned File

December 01, 2016

Reject File Processing

June 01, 2009

Money Settlement Detail Layouts (MSD)

December 01, 2016

Money Settlement Summary Layouts (MSS)

November 01, 2020

Tolerance Monitoring of I&RS Service Settlement Amounts

April 01, 2021

DataTrak Layouts

January 01, 2025

AutoRoute Layouts

January 01, 2025

 

Standard Usage

Product CUSIP Recommended Usage

August 02, 2024

Rules for Reject Processing and Billing

June 01, 2023

Standard Usage NPN & CRD Numbers

April 01, 2020

Associated Carrier Company ID Standard Usage

December 01, 2005

Agent Role Code Standard Usage

January 01, 2008

Usage of Party Roles - Best Practices

May 01, 2018

Multiple Agents / Team Standard Usage

March 01, 2008

Messaging Dashboard Quick Reference Guide

November 01, 2024

 

back to top