Applied Epic - Fields Supported by Fuse

	A	B	C	D
1	CLIENT LIST REPORT - SUPPORTED FIELDS
2	Folder In Epic Report Builder	Field Name As seen in Epic Report Builder ✧ (Starred Fields are Required)		Header in Excel Report
3	Client List		Agency Code	AgencyName
4			Agency Name	AgencyCode
5			Branch Code	BranchName
6			Branch Name	BranchCode
7			Account Agency Defined Category	AccountAgencyDefinedCategory
8			Account Agency Defined Option	AccountAgencyDefinedOption
9	Client List > Client	✧	Account Lookup Code	LookupCode
10		✧	ClientType	TypeCode
11		✧	Account Phone	PhoneNumber
12		✧	Account Status	ActiveInactiveStatus
13		✧	Benefits	Benefits
14		✧	Bonds	Bonds
15		✧	Commercial	Commercial
16		✧	Financial Services	FinancialServices
17		✧	Personal	Personal
18			Account Name	AccountName
19			Account Source	AccountSource
20			Agriculture	Agriculture
21	Client List > Client > Contact	✧	Contact Name	FullName
22		✧	Primary/Main Business Contact	PrimaryMainBusiness
23		✧	Contact Type	AccountType
24		✧	Account Type	ContactType
25	Client List > Client > Contact > Contact Name	✧	First Name	FirstName
26		✧	Last Name	LastName
27		✧	Business Name	BusinessName
28			Informal Name	Informal
29			Formal Name	Formal
30	Client List > Client > Contact > Contact Address	✧	Address Line 1	Address1
31		✧	Address Line 2	Address2
32		✧	City	City
33		✧	State/Province	StateCode
34		✧	Postal Code	PostalCode
35	Client List > Client > Contact > Contact Info	✧	Primary Number Type	PrimaryNumberType
36		✧	Primary Number	PrimaryNumber
37		✧	Primary Number Extension	PrimaryNumberExtension
38		✧	Primary Email Address	PrimaryEmailAddress
39		✧	Second Email Address	SecondEmailAddress
40			Primary Email Description	PrimaryEmailDescription
41	Client List > Client > Contact > Preferred Contact Method	✧	Language	Language
42			(Preferred) Contact Method Code	ContactMethodCode
43			Servicing Delivery Code	ServicingCode
44			Marketing Delivery Code	MarketingCode
45	Client List > Client > Contact > Individual Personal	✧	Marital Status	MaritalStatusCode
46		✧	Date Of Birth	BirthDate
47	Client List > Client > Contact > Contact Business Info / Buisness Contact		Cd/NAICS Code	cdNAICS
48			Cd/SIC Code	CdSICCode
49	Client List > Client > Contact > Contact Class		Contact Class	ContactClass
50	Client List > Client > Primary Address	✧	Address Line 1	Address1
51			Address Line 2	Address2
52		✧	City	City
53		✧	State/Province	StateCode
54		✧	Postal Code	PostalCode
55	Client List > Servicing Roles > [Role1]*	✧	Servicing Role	ServicingRole
56		✧	Code	Code
57		✧	Name	Name
58	Client List > Servicing Roles > [Role2]*	✧	Servicing Role	ServicingRole
59		✧	Code	Code
60		✧	Name	Name
61	Client List > Servicing Roles > [Role3]*		Servicing Role	ServicingRole
62			Code	Code
63			Name	Name
64	Client List > Servicing Roles > [Role4]*		Servicing Role	ServicingRole
65			Code	Code
66			Name	Name
67	Client List > Servicing Roles > [Role5]*		Servicing Role	ServicingRole
68			Code	Code
69			Name	Name
70	Client List > Servicing Roles > [Role6]*		Servicing Role	ServicingRole
71			Code	Code
72			Name	Name
73	Client List > Servicing Roles > [Role7]*		Servicing Role	ServicingRole
74			Code	Code
75			Name	Name
76	Client List > Servicing Roles > [Role8]*		Servicing Role	ServicingRole
77			Code	Code
78			Name	Name
79
80	* Important Notes About Servicing Roles...
81	* Where instructions above say [Role1], [Role2], etc., please replace with the titles of the corresponding Servicing Role folders in the Epic report layout builder. Role names are customized for every instance of Epic so we don't know what your role names are, but you do! * Data from the first Servicing Role folder in the layout builder (the highest one listed under "Servicing Roles") will always export as "Servicing Role 1", data from the second folder will always export as Role 2, and so-on. This is important because: * Roles 1 and 2 are required. This does not mean any two roles, but specifically the first and second Servicing Role folders listed in the report builder. * Additional roles may be included if desired but are entirely optional. Fuse currently supports up to role 8 (meaning the 8th Servicing Role folder listed in the report builder). * No matter how many you incude, only 2 of these roles (whichever 2 you choose) will be mapped as the "Producer" and "Account Rep" in Fuse. Any others you include, however, can be used as criteria for audience segmentation, or as the preferred sender for specific emails, etc.
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