Name

Required
Optional
Conditional

Edits/Business Rules

Customer Account Tab

Customer Name

R

Populated by user login or entered by Receiver. Can be updated by applicant, co-applicant, and engineering firm until Submit.” Can be updated by Receiver until reviewers are assigned. No access by Reviewers after review is completed.

Customer Address Line 1

R

First line of customer address. Required to activate Utility account.

Customer Address Line 2

O

Second line of customer address

Customer City

R

Customer city. Required to activate Utility account.

Customer State

R

Customer state. Required to activate Utility account.

Customer Zip Code

R

Customer postal code. Required to activate Utility account.

Business Partner ID

O/R

BPID number of this business partner. Required to activate Utility account. Eyeglass icon displays Common Selection page to select the business partner associated with this customer account.

Business Partner Name

C

Name of this business partner, based on BPID. Blank if Business Partner ID was not selected. Returned when business partner is chosen from the Common Selection page.

Federal ID

O/R

Customer federal identification number. Required to activate Utility account.

Account Description

R

Customer account type; valid values are Utility and Driveway. Defaults to Utility.

Contact Information Tab

Contact Name

O

Contact Name

Contact Email Address

O

Contact Email Address

Contact Telephone Number

O

Contact Telephone Number

Contact Telephone Extension

O

Contact Telephone Extension

Contact Mobile Number

O

Contact Mobile Number

Insurance Information Tab

Insurance Coverage Section

Displays insurance information for the customer account being processed.

The following business rule applies: a customer account has only one associated entry in the CIMS Insurance table.

Insurance Type

R

Indicates if this Customer has a Self-Insured Agreement, commercial insurance, or both. Drop-Down. Selection includes:

Self-Insured

Commercial Insurance

Self-Insured and Commercial Insurance

The following business rule applies: a customer account only has one associated entry in the CIMS Insurance table.

Note: When a customer account is activated, it must have in-force insurance coverage, i.e. Confirmation Date is greater than or equal to the current date.

Insurance Confirmation Date

R

Date the insurance coverage for the Customer being processed needs to be re-confirmed by the Account Manager.

Must be greater than or equal to the current date.

Note: Current procedures are for Account Managers to confirm Self-Insured coverage by April 30 of each year. When the type of coverage is Self-Insured and Commercial Insurance (both), the Account Manager will enter the earliest date the coverage needs to be re-confirmed. These notes are related to PennDOT procedures not CIMS business rules.

Security Information Tab

Security Type

O

The security type can be selected from a dropdown list. Selections are Bond Security Number or Letter of Credit Security Number. Field names are influenced by the security type selected.

Bond/Letter of Credit Number

O

An auto-populated Bond Security Number/Letter of Credit Security Number (8 digit numerical field) formatted as the last two digits of the current year, followed by two digits for the month with a zero preceding if it's a single digit, two digits for the date of the month with a zero preceding if it's a single digit and lastly an extension number which is determined by the number of bonds/letters of credit processed on that date, when a bond or letter of credit value is indicated.

Issuer Number

O

Letter of Credit Value

O

Letter of Credit Expiration Date

O

Attachments Tab

Document Type

O

Available to account managers with update rights; type of document being attached. See 'Documents Types' list.

Document Description

O

Available to account managers with update rights; free-form text description of document being attached.

Document Name

O

Available to account managers with update rights; path to document being attached.

Notes Tab

Notes

O

Displays a list of notes and information for the selected note. Displayed notes are related to the customer or billing account being processed.