Processing Results

Fields and controls include the following:

• Record Summary: Displays summary information about the selected file, including Source, Status, Run Date, and Staff Member.

• Clear: Click to remove all filter criteria currently selected in the fields.

• Filter Criteria: Contains fields and controls for narrowing the set of producer records displaying in the table of records at the bottom of the page. They include the following:

• Producer Type: Select from the dropdown menu the type of producer, either Individual or Firm, by which you want to filter the table of producer records at the bottom of the page.
• Last Name/Firm Name: Enter the specific last name or firm name of the producer record you want to review. You may enter as few as two characters. You may also use a wildcard (%) in combination with other letters.
• SSN/EIN: Enter the specific tax identification number of the producer whose record you want to review.
• Status: Select from the dropdown menu a status by which you want to filter the table of producer records at the bottom of the page.
• View: Click the View button to filter the table of files using your filter criteria.
• Return: Click the Return button to re-open the Producer Data Sources page.

Displays details of the batch data operation you selected on the Producer Data Sources page.

Fields and controls include the following:

• Name: For each entity included in the batch data operation, displays the entity's full name, if a business entity, or last name, if an individual. Click the column heading to re-sort the list in ascending or descending order by Name.
• Producer Type: For each entity included in the batch data operation, displays the entity type, either Firm, if a business entity, or Individual, if an individual. Click the column heading to re-sort the list in ascending or descending order by Producer Type.
• Status: For each entity included in the batch data operation, displays the outcome of the batch data operation, either Processed or Error. Click the column heading to re-sort the list in ascending or descending order by Status.
• Processing Messages: For each entity included in the batch data operation, displays the number of system-generated processing messages related to the batch data operation, if any.
• Actions: For each entity included in the batch data operation, may offer the following controls:
• View PDB Report (): Click to open the PDB report that was used to add the producer record.
• Show/Hide Processing Messages (): Click to toggle on or off the display of system messages in the Processing Messages column.
• View Reconciliation Details (): Click to open the Data Reconciliation Details page, where you can view details of a automated data reconciliation operation.

• First/Prev: Click to navigate to the beginning or final page in the table of producer records.

• Next/Last: Click to navigate to the preceding or succeeding page in the table of producer records.

• [Page Number]: Click a specific page number to navigate to a specific page in the table of producer records.