Agent Record

Agent Record Sections and Fields

The following are the sections and fields available in Paradigm when you add an Agent record to the system. Note that some of the fields are highly customisable to meet your naming convention.

Fields with * denote required fields when adding a new Agent record to the system.

Edit Agent Details Section

Field Name	Brief Overview
Agent Internal Paradigm ID	system-generated ID unique to an Agent record
Agent Name	Agent's Company Name or the Agent's Name
Abbrev Name	Abbreviation of the Agent's Company/Name
Institution Status	Set this to Active
ABN	ABN Number of the Agent's Company
Agent Trading Name	The legal or trading name of the Agent's Company
Logo Image	Agent's Company Official Logo (As Required)
Web Image	Agent's Company Official Web Image (As Required)
Invoice Fee Code	If Applicable
GST Amount	If Applicable
Agent Commission Percentage	Commission Percentage for each Unit Enrolment
Agent Category	Local/Overseas
Agent Focus	Free-Text Entry field
Agent Sales Representative	Free-Text Entry field
Agent Contact Person	Free-Text Entry field
Agent MAR No	Migration Agent Registration Number
Agent Contract Original Date	Date field
Agent Contract Renewal Date	Date field

Associated File Attachments Section

Attachment Number	system-generated unique number for the attachment record
Entity Type	Provider
Attachment Size	file size of the attachment
Entity Id	Provider/Agent Internal Unique Id
File Name	filename
Media Type	filetype
Original File Name	Applicable if the attachment is saved as a revision
Purpose
Category
Revision Number	If the attachment is a revision
Name	Name of the attachment
Description	Description of the attachment
Status	Set this to Active
Permission Level	Select the Permission Levels who can view the file
Upload File	Upload the file attachment here

Add Notes Section

Subject	Subject of the note
Category	Note's category
Note	Write the note here