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| FEB Field Label | FEB Field ID | Notes | Read only? | Required? | Conditional Show/Hide | Pre-populated? | Source | |||
| ACCOUNT TYPE | Account Holder Type | Required. Must select either Individual (person’s name) or Department (i.e. project, vendor or department name). If Department is selected, proceed to column G (Employee ID). | Account Holder Type | F_AccountHolderType | If 'Department' is selected, set DOB, card last name, home address as not required. Set card first name as department name and set last name as optional and blank if individual, set DOB, home address, and last name as required | yes | No | dropdown values | ||
| APPLICANT INFORMATION | Applicant Full First Name | Required for Individual applicant. Legal First Name of the cardholder. Note: The combination of Applicant First Name + Applicant Middle Initial + Applicant Last Name cannot exceed 25 characters. | First Name | F_UserFirstName | yes | Yes | LDAP | |||
| Applicant MI | Optional for individual applicant. Middle Initial of the cardholder 1 character Max | |||||||||
| Applicant Last Name | Required for Individual applicant. Legal Last Name of the cardholder. | Last Name | F_UserLastName | read only | yes | Yes | LDAP | |||
| Date of Birth | Required for Individual applicant. Actual date of birth. Can be entered in the following formats: - MM/DD/YYYY (12/01/1980) - M-D-YYYY (1-1-1981) | Date of Birth | F_birthdate | yes; if individual | New Request | No | ||||
| Employee ID | Optional. Employee ID for the cardholder. May be required for third party file feeds Max. 20 characters alpha/numeric. | Employee ID | F_EmployeeId | read only | Yes | Travel Web API | ||||
| ACCOUNT SECURITY | Access Code 1 | Required. Four digits: Must be Numeric. Must be unique to the account. Cannot be the same as Access Code 2. Used for cardholder authentication when calling Customer Service. | Access Code 1 | F_AccessCode1 | last 4 digits of employee id | read only | Yes | Employee ID | ||
| Access Code 2 | Required. Four characters: Any alpha/numeric combination. Must be unique to the account. Cannot be the same as Access Code 1. Used for cardholder authentication when calling Customer Service. | Access Code 2 | F_AccessCode2 | random 4 digit number (JS) onNew (this field is hidden) | read only | Yes | Random 4 digit number | |||
| NAME AS IT WILL APPEAR ON CARD | First Name on Card | Required. First Name for cardholder. For Department cards, enter the entire name to be displayed here, example: "Marketing Department". Note: Combination of First Name on Card + Middle Initial on Card + Last Name on Card cannot exceed 21 characters. | First Name to be printed on card | F_FirstNameOnCard | populated from web service first name. If first+last name greater than 21 characters then invalidate fields and alert user. If for Department, first name on card is populated with Department and last name is blank and optional. | yes | New Request | Yes | first name, Department if request type of Department | |
| MI on Card | Optional for Individual applicant. Not applicable for Department applicant. Middle Initial 1 character Max | |||||||||
| Last Name on Card | Required for Individual applicant. Last name of the cardholder Not applicable for Department applicant. | Last Name to be Printed on Card | F_LastNameOnCard | populated from web service first name. If first+last name greater than 21 characters then invalidate fields and alert user | read only | yes; if individual | New Request | Yes | Last Name, blank if request type of Department | |
| Second Line to Appear on Card | Optional. Second line to be embossed below the name on the card. Max. 21 characters. | |||||||||
| ACCOUNT CONTACT INFORMATION | Business Email Address | Required. Business email address of the cardholder. Must enter at least one ‘@’ symbol and at least one ‘.’ in the email address. For Department Card, provide the business email address of the authorized user. No spaces are allowed. Max. 60 characters. | F_UserEmailAddress | yes | Yes | LDAP | ||||
| Business Phone Number | Required. Business phone number for the cardholder. For Department Card, provide the business number of the authorized user. Enter 10 digit number, no spaces, slashes, etc., are necessary. The field will be formatted automatically. | Work Phone Number | F_UserPhoneNumber | yes | Yes | Travel web API | ||||
| Mobile Phone Number | Required. Mobile phone number for the cardholder. If no mobile number exists, enter home or business phone number. For Department Card, provide the mobile number of the authorized user. No punctuation. Enter 10 digit number, no spaces, slashes, etc., are necessary. The field will be formatted automatically. | Mobile Phone Number | F_MobilePhone | Populated from Business Phone Number | yes | Yes | Business Phone Number | |||
| ACCOUNT MAILING ADDRESS | Mailing Street Address 1 | Required. First address line for the cardholder. Address for statement delivery. Max. 36 characters. | Department | F_UserOrganization | Populated with Department Name | yes | New Request | Yes | Department Name | |
| Mailing Street Address 2 | Optional. Second address line for address provided. Max. 36 characters. | Mailing Street 2 (work address 1 + 2) | F_MailingStreet2 | //F_WorkStreetAddress + F_WorkStreetAddress2 will check to see if address 1 + 2 combined exceeds 36 characters | New Request | Yes | work street address 1 + 2 | |||
| Mailing City | Required. City for the Mailing Address provided. Letters, numbers, periods, and spaces are allowed. Max 24 characters. | City | F_WorkCity | yes | New Request | Yes | Travel web API | |||
| Mailing State | Required. State for the Mailing Address provided. Only the 50 states of US, DC, or Military Codes AA, AE, & AP are allowed. Must be 2 character state abbreviation | State | F_WorkStateProvince | yes | New Request | Yes | Travel web API | |||
| Mailing ZIP Code | Required. Zip code for Mailing Address provided. Enter 5 or 9 digit zip code. Example: 60612, or 601300024 | Zip/Postal Code | F_WorkZipPostal | special characters will be auto removed if entered. Field limit is 5-9 max characters. | yes | New Request | Yes | Travel web API | ||
| HOME ADDRESS | Home Street Address 1 | Required for Individual applicant. Home Address for the Physical address is required (no P.O. box). Max. 36 characters. | Home Address Line 1 | F_HomeAddress1 | yes;individual | New Request | No | |||
| Home Street Address 2 | Optional for individual applicant. Second address line for Home address provided. Max. 36 characters. | Home Address Line 2 | F_HomeAddress2 | New Request | No | |||||
| Home City | Required for Individual applicants. City for Home Address provided. Letters, numbers, periods, and spaces are allowed. Max 24 characters | City | F_HomeCity | yes;individual | New Request | No | ||||
| Home State | Required for individual applicants. 2 digit State for the Home Address provided. Only the 50 states of US, DC, or PR (Puerto Rico) are allowed. | State/Province | F_HomeState | no more than 2 alpha characters | yes;individual | New Request | No | |||
| Home Zip Code | Required for Individual applicants. Zip Code for Home Address provided. Enter 5 or 9 digit zip code. Example: 60612 or 606121076 | Zip/Postal Code | F_HomeZip | special characters will be auto removed if entered. Field limit is 5-9 max characters. | yes;individual | New Request | No | |||
| CARD CONTROLS | Spend Limit | Required. A spend limit per cycle must be provided for the cardholder for the cycle. No punctuation. The field will be formatted automatically. Max is $9,999,999 | Monthly Cycle Spend Limit | F_SpendLimit | limit to less than or equal to 5,000 for standard; less than or equal to 10,000 for frequent | yes | -Dependant on Card Limit selection (standard/frequent) -re-labeled if Update request | Yes | ||
| Cycle Transaction Limit | Optional. Use this field to restrict the number of times the card account can be used per cycle. Max 8 digits. | Transactions Per a Cycle | F_CycleLimitNumber | limit to less than or equal to 100 for standard; limit to less than or equal to 200 for frequent | -Dependant on Card Limit selection (standard/frequent) -re-labeled if Update request | Yes | ||||
| Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction. No punctuation. The field will be formatted automatically. Max is $9,999,999 | Single Transaction Limit ($USD) | F_TransactionLimit | limit to less than 5000. static value | Yes | Yes | ||||
| Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent in a day. No punctuation. The field will be formatted automatically. Max is $9,999,999 | blank | ||||||||
| Daily Transaction Limit | Optional. Use this field to restrict the number of times the card account can be used per day. Max 8 digits. | Daily Transaction Limit | F_DailyTransactionLimit | static value of 20 | Yes | Yes | ||||
| Cash Advance Limit | Optional. Use this field to restrict the cash limit per cycle. Required if MCC Group 1 is used for Cash. No decimals. Field will be formatted automatically. Max. cash limit is $2,500 | blank | ||||||||
| HIERARCHY | Default Level 1 Hierarchy | Required. Enter the bank provided value at the time of set-up. Default is to use the company Level 1 Hierarchy. Enter a 5 digit number. | Default Level 1 Hierarchy | F_Defaultlevel1Hierarchy | static value of 10385 | Yes | Yes | |||
| Level 2 Hierarchy | Optional. Enter the bank provided value at the time of set-up. Enter a 5 digit number. | |||||||||
| Level 3 Hierarchy | Optional. Enter the bank provided value at the time of set-up. Enter a 5 digit number. | |||||||||
| Level 4 Hierarchy | Optional. Enter the bank provided value at the time of set-up. Enter a 5 digit number. | |||||||||
| Level 5 Hierarchy | Optional. Enter the bank provided value at the time of set-up. Enter a 5 digit number. | |||||||||
| Level 6 Hierarchy | Optional. Enter the bank provided value at the time of set-up. Enter a 5 digit number. | |||||||||
| MCC GROUP NAME 1 | MCC Group Name 1 | Required. Enter the name of the Merchant Category Code Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. For Cash access: use this field to enter the name of the Merchant Category Code Group controlling cash access. | MCC Group Name 1 | F_mccGroupName1 | TCARD | yes | Yes | |||
| MCC Group 1 Action | Required. Select from the drop down: Include or Exclude. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include For Cash access: select Include. | MCC Group 1 Action | F_mccGroup1Action | Include | yes | Yes | ||||
| MCC GROUP 1 SPEND AND TRANSACTION LIMITS | MCC Group 1 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. If MCC Group Name 1 is for cash, this amount cannot exceed the value of Cash Advance Limit. No punctuation. Field will be formatted automatically. Max is $9,999,999 | ||||||||
| MCC Group 1 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. For Cash access, not applicable. Max is 7 digits | |||||||||
| MCC Group 1 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. No punctuation. Field will be formatted automatically. For Cash access, not applicable. Max is $9,999,999 | |||||||||
| MCC Group 1 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. No punctuation. Field will be formatted automatically. For Cash access, not applicable. Max is $9,999,999 | |||||||||
| MCC Group 1 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. For Cash access, not applicable. Max is 7 digits | |||||||||
| MCC GROUP 2 | MCC Group Name 2 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. Required If MCC Group 1 has "Cash" access | MCC Group Name 2 | F_mccGroupName2 | TCARD1 | yes | yes | |||
| MCC Group 2 Action | Optional. If MCC Group Name 2 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | MCC Group 2 Action | F_mccGroup2Action | Include | yes | yes | ||||
| MCC GROUP 2 SPEND AND TRANSACTION LIMITS | MCC Group 2 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 2 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 2 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 2 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 2 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 3 | MCC Group Name 3 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 3 Action | Optional. If MCC Group Name 3 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 3 SPEND AND TRANSACTION LIMITS | MCC Group 3 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 3 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 3 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 3 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 3 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 4 | MCC Group Name 4 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 4 Action | Optional. If MCC Group Name 4 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 4 SPEND AND TRANSACTION LIMITS | MCC Group 4 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 4 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 4 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 4 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 4 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 5 | MCC Group Name 5 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 5 Action | Optional. If MCC Group Name 5 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 5 SPEND AND TRANSACTION LIMITS | MCC Group 5 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 5 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 5 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 5 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 5 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 6 | MCC Group Name 6 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 6 Action | Optional. If MCC Group Name 6 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 6 SPEND AND TRANSACTION LIMITS | MCC Group 6 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 6 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 6 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 6 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 6 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 7 | MCC Group Name 7 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 7 Action | Optional. If MCC Group Name 7 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 7 SPEND AND TRANSACTION LIMITS | MCC Group 7 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 7 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 7 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 7 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 7 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 8 | MCC Group Name 8 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 8 Action | Optional. If MCC Group Name 8 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 8 SPEND AND TRANSACTION LIMITS | MCC Group 8 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 8 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 8 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 8 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 8 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| MCC GROUP 9 | MCC Group Name 9 | Optional. Enter the name of the Merchant Category Group chosen for the cardholder. This is obtained from the MCC Group Worksheet. Max 10 alphanumeric characters. | ||||||||
| MCC Group 9 Action | Optional. If MCC Group Name 9 is selected, this field is Required. Select from the drop down: Exclude or Include. This is obtained from the MCC Group Worksheet and relates to the MCC Group Name entered for the cardholder. Default: Include | |||||||||
| MCC GROUP 9 SPEND AND TRANSACTION LIMITS | MCC Group 9 Cycle Spend Limit | Optional. Use this field to restrict the amount that can be spent per cycle for the MCC Group. Max is 7 digits | ||||||||
| MCC Group 9 Cycle Transaction Limit | Optional. Use this field to restrict the number of transactions per cycle for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 9 Single Amount Limit | Optional. Use this field to restrict the amount that can be spent on a single transaction for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 9 Daily Amount Limit | Optional. Use this field to restrict the amount that can be spent per day for the MCC Group. Max is 7 digits | |||||||||
| MCC Group 9 Daily Transaction Limit | Optional. Use this field to restrict the number of transactions per day for the MCC Group. Max is 7 digits | |||||||||
| Card Design | Agent Number | Required. 4 digit Agent Number that defines the card design to be used. Default: Company Info Agent Number (from Company Info tab). Enter 4 digit Agent Number if different from Company Info default. | Agent Number | F_AgentNumber | static value of 5402 | Yes | Yes | |||
| Alternate Mailing Address | Card Delivery Site ID Number | Optional. 5 digit Site ID given to you by JPMC which will determine the alternate address where replacement cards are mailed. | ||||||||
| ACCOUNT PARAMETERS | Executive Card | Optional. Use this field to request an Executive Card by entering "Y". A fee may apply. Default: N Executive: Y | Executive Card | F_ExecCard | static value of N | |||||
| Declining Balance | Optional. Approval required. Default: N Declining Balance: Y | Declining Balance | F_DecBalance | static value of N | ||||||
| Declining Bal Effective Begin Date | Optional. Declining Balance use only. Can be entered in the following formats: - MM/DD/YYYY (12/01/2017) - M-D-YYYY (1-1-2018) | |||||||||
| Declining Bal Effective End Date | Optional. Declining Balance use only. Can be entered in the following formats: - MM/DD/YYYY (12/31/2017) - M-D-YYYY (1-31-2018) | |||||||||
| ACCOUNTING CODE | Accounting Code | Optional. General Ledger string associated with the cardholder. Max. 75 characters, dashes and spaces allowed. |
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