Joint Owner SSN Update

Product Info Sheet

 

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The purpose of this program is to set the SSN in Joint Owner records that have no SSN. Options to also allow the updating of missing Birth Date and Drivers License fields when the data is available in matched records.

The program reads a tagfile of ADDRESS-INFO records that are missing the SSN. AN initial process matches the name in the joint record with a name in one of the specified search areas. It then completes one or more additional match checks to confirm a viable match before updating the record.

The purpose of this program is to update ADDRESS-INFO records where the SSN, Birth Date, or Drivers License fields are empty. This program attempts to find a joint with the same name on the primary member share account. If a match is found that includes the missing data the records are updated.