Below is an outline of the fields for WealthPoint OnTime (required fields are in bold).  If you do not track some of the required fields, a column representing the field must still be present in the file.  The format of your daily file submissions must remain consistent once the initial programming is complete for your WealthPoint OnTime process. 

The file must be in comma-separated or pipe-delimited format.  The file name must be no longer than 20 characters and may not contain spaces or special characters.  The file name cannot change once the automation has been completed.  The file may be submitted as often as once daily.  After the file is created it must be uploaded to your FTP folder in the WPOT/IN folder.
  • Unique ID
  • First Name
  • Last Name
  • Home Address Line 1
  • Home Address Line 2
  • Home City
  • Home State
  • Home Zip Code
  • Business Name
  • Business Address Line 1
  • Business Address Line 2
  • Business Address City
  • Business Address State
  • Business Address Zip Code 
  • Optional custom fields (up to 20):  These may include other pertinent data in your file such as date admitted, department, date of birth, hospital name, etc.