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entity_settings_fct_cdd

Pipelined Data Sets > Entity Services > entity_settings_fct_cdd

Column nameDescriptionModeTypeLength
InstitutionUniversalIdThis attribute defines a unique identifier to establish the identity of an Institution/Environment/Brand combination.REQUIREDSTRING
IsEntitySubtypeMandatoryThis attribute defines if the entity subtype is mandatory.REQUIREDBOOLEAN
IsIdentificationMandatoryThis attribute defines if identification is mandatory.REQUIREDBOOLEAN
AllowPrivacyOptOutAllThis attribute defines if privacy opt-out for all is allowed.REQUIREDBOOLEAN
AllowAffiliateOptOutAllThis attribute defines if affiliate opt-out for all is allowed.REQUIREDBOOLEAN
DefaultAddressLabelIdThis attribute defines the default address label ID.NULLABLESTRING
DefaultAffiliateOptOutExceptionReasonIdThis attribute defines the default affiliate opt-out exception reason ID.NULLABLESTRING
DefaultDigitalContactPointLabelIdThis attribute defines the default digital contact point label ID.NULLABLESTRING
DefaultIncomeLevelIdThis attribute defines the default income level ID.NULLABLESTRING
DefaultPhoneLabelIdThis attribute defines the default phone label ID.NULLABLESTRING
DefaultInsiderRoleIdThis attribute defines the default insider role ID.NULLABLESTRING
DefaultLegalEntityExclusionReasonIdThis attribute defines the default legal entity exclusion reason ID.NULLABLESTRING
DefaultWithholdingTypeIdThis attribute defines the default withholding type ID.NULLABLESTRING
DefaultIndividualTaxIdTypeIdThis attribute defines the default individual tax ID type ID.NULLABLESTRING
DefaultNonindividualTaxIdTypeIdThis attribute defines the default non-individual tax ID type ID.NULLABLESTRING
DefaultIndividualEntitySubtypeIdThis attribute defines the default individual entity subtype ID.NULLABLESTRING
DefaultNonindividualEntitySubtypeIdThis attribute defines the default non-individual entity subtype ID.NULLABLESTRING
W8TaxReportingAutomateWithholdingThis attribute defines if W8 tax reporting automates withholding.NULLABLEBOOLEAN
W8TaxReportingExpirationNoticeLeadDaysThis attribute defines the lead days for W8 tax reporting expiration notice.NULLABLENUMERIC
W8TaxReportingWithholdingRateThis attribute defines the withholding rate for W8 tax reporting.NULLABLENUMERIC
W8TaxReportingExpiredWithholdingTypeIdThis attribute defines the expired withholding type ID for W8 tax reporting.NULLABLESTRING


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Last updated Wed Mar 4 2026