Helpful Hints:
·
Party
Classifications are restricted by security authorization.
·
Only
system administrators can update or add information on banks, courts, or remo
jurisdictions.
Navigation:
For Existing Parties
Party è Party Search è Party Info
OR
Party è Party Result List è Select Party Link
For Successfully saved New
Party
Party è Party Search è Party Results è Create Party - Save
Procedure:
1.
Update
the required information for the party.
If required, refer to the description of the fields, further on this
document for assistance in completing the fields.
2.
Click
the save button.
3.
The
Maintain Party – Individual screen is redisplayed with the updated information.
|
Screen Label |
Description/Instructions |
|
Party Summary Box Information |
Fields
in this section are not updateable.
Fields can be updated in Party Information Section. |
|
Party
Number |
Displays
the party number assigned to the organization. |
|
Party
Name |
Displays
the current name on file for the organization. |
|
Party
Alerts |
Lists
the “critical” party alerts currently set for this organization. Alerts provide an important informational
note about the party. |
|
Mailing
Address |
Displays
the mailing address for the organization. |
|
Work
Phone |
Displays the work phone number for the
organization, if provided to MEP. |
|
PIN |
N/A |
|
Last
Updated |
Displays
the MIMS user who last updated the information and the date it was
completed. The date displays as
YYYYMMDD where Y = year, M = month and D = day. |
|
Party Classification |
|
|
Available
Classifications |
Displays
the Organization Party Classifications available for selection. Classifications
already assigned to the party will have a check mark in the box next to the
classification. Party Classifications
updates are restricted by security authorization. |
|
Party Information |
|
|
Financial
Institute Nbr |
The
number assigned by the financial institute for identification. Only available
to system administrators. |
|
Branch
(Transit) Nbr |
The
specific branch identification number assigned by the financial institution.
Only available to system administrators. |
|
Status |
Status
of the organization. The drop down selection allows ‘Active’,
Bankrupt/Receivership’ and ‘Dissolved’. |
|
Queen’s
Bench Code |
Only
available for entry by System Administrator. Identifies the location of the
Queen’s Bench court. |
|
Current
Name |
The
name the organization is operating under. |
|
Legal
Name |
The legal name the organization (ie. A
numbered company.) |
|
Alias
Name |
A name a company may use other than its legal
name. |
|
Email |
Enter the email address for the organization
party if available. |
|
Work
Phone |
Enter the work phone number if available. Area code must be 3 numeric characters. Extension is optional. |
|
Fax
Phone |
Enter the fax number if available. Area code must be 3 numeric characters. |
|
Party Address Information |
|
|
Mailing
Address |
Enter
a mailing address. Line 1 is
mandatory to save the address. A line cannot be skipped in the address. This
address is used for outgoing correspondence to the party. The
address can be entered in any case, the system will convert it to
uppercase. The following character is
not allowed in the address “#”. |
|
Country,
Pv/St |
This field defaults to “CANADA, ALBERTA” A drop down list is available to choose a
different selection. |
|
City/Town |
Select
from a drop down list. This field is
mandatory if Mailing Address Line 1 has been completed. |
|
Postal/Zip
Cd |
Enter
the postal code or for USA addresses a zip code. This
field is mandatory if Mailing Address line 1 has been completed. |
|
Source |
Select
from a drop down list, the source where the address was obtained. |
|
Address
Status |
Field
will be blank, if no address is entered in previous fields. Will
display if the address is ‘Good’ or ‘Bad’. No correspondence will be sent by
MIMS with a ‘Bad’ address status. Update
by selecting from the drop down box. |
|
Clear
Address |
Will
delete all organization party address information displayed. |
|
Physical
Address |
This
is used for the physical address of the party. This address is not used for outgoing correspondence to
the party. Enter
a mailing address. Line 1 is mandatory to save the address. Each line of address must be consecutive. The
address can be entered in any case, the system will convert it to
uppercase. The following character is
not allowed in the address “#”. |
|
Country,
Pv/St |
This field defaults to “CANADA, ALBERTA” A drop down list is available to choose a
different selection. |
|
City/Town |
Select
from a drop down list. This field is
mandatory if Physical Address Line 1 has been completed. |
|
Postal/Zip
Cd |
Enter
the postal code or for USA addresses a zip code. This
field is mandatory if Physical Address line 1 has been completed. |
|
Source |
Select
from a drop down list, the source where the address was obtained. |
|
|
Click
to save all information entered. The screen
will redisplay with most current organization party information. |
|
|
Is
only displayed for System Administrators. Click
to generate a new PIN code for this party. |
Possible Error
Messages/System Warnings:
ID |
Error
Message Description |
Action |
|
|
73 |
Canadian address requires minimum
entry of Address line1, City/Town and Postal Code. |
Ensure
information is entered on Line 1 of address, city/town field and postal code
field. |
|
|
81 |
Invalid Postal Code for Province
Selected. |
Confirm
Postal Code and format. Format should
X9X 9X9 where X = Alpha and 9 = numeric characters.. |
|
|
82 |
Invalid Postal Code. Please enter in X9X 9X9 format. |
Confirm
Postal Code and format. Format should
X9X 9X9 where X = Alpha and 9 = numeric characters.. |
|
|
83 |
US Zip Code must be in 99999 or
99999-999 format. |
Re-enter
using correct format. 9 = numeric character. |
|
|
117 |
'#'
Characters are not allowed in address lines. |
Replace
# character with No. or Number. |
|
|
118 |
Area Code must be 3 numeric
characters long in ^ Telephone. Where
^ = Work or Fax phone. |
Check
area code to ensure there are 3 numeric characters entered in field. |
|
|
119 |
Local Number must be in
format 999-9999 or 999 9999 for ^ Telephone.
Where ^ = Work or Fax phone. |
Check
area code to ensure there are 3 numeric characters entered in field. |
|
|
120 |
Area code and local number
are mandatory when creating a ^ Telephone. Where ^ = Work or Fax phone. |
Ensure
both fields are completed with correct format. |
|
|
128 |
Organization Name/City/Town match -
Possible Duplicate Party. |
Click OK to continue and create the new party OR click CANCEL to
return to the party without saving. |
|
|
129 |
Organization Name/City/Town match - Possible
Duplicate Party. Click OK to continue and create the new party OR click
CANCEL to return to the party without saving. |
Follow directions as indicated in warning message. |
|
|
132 |
Transit number is invalid. |
Confirm format of Transit Number. |
|
|
153 |
US address requires minimum entry of Address Line1
and City/Town. |
Ensure
information is entered on Line 1 of address and/or a city/town in the field
indicated. |
|
|
184 |
Organization Name/City/Town match -
Possible Duplicate Party. |
Click OK to continue updating the party OR click CANCEL to
return to the party without updating. |
|
|
426 |
Invalid Telephone Number. |
Enter
area code and local number. |
|
|
479 |
QB Identifier is mandatory when party is of
Queen’s Bench classification. |
Enter
a QB Court Code in the applicable field. |
|
|
480 |
QB Identifier is not allowed when party is not
Queen’s Bench classification. |
Ensure
the Queen’s Bench box is checked under Party Classification or remove QB
Court Code. |
|
|
697 |
A party cannot be related more than once. |
Ensure
party has not already been set up on file. |
|