Specification Name: OASIS CIQ TC - extensible Party Information Language (xPIL) Description: Defines the W3C schema for representing party information (unique identifiers) including party name and address (Using XML Schema based standard code list/enumeration mechanism - OPTION 1 AND DEFAULT) Produced by: OASIS Customer Information Quality Technical Committee URL: http://www.oasis-open.org/committees/ciq Version: 3.0 Status: Committee Specification Copyright: 2007-08, OASIS, http://www.oasis-open.org Last Modified: 15 November 2007 Last Modified by: Ram Kumar, Chair, OASIS CIQ TC NOTE: Do not modify this schema as it will break specifications compatibility A container for defining the unique characteristics of a party, which can be a person or organisation A container for defining the unique characteristics of a person only A container for defining the unique characteristics of an organisation only A container for defining the unique characteristics of a party, which can be a person or organisation A container to define the accounts details of the party such as utility account, financil accounts A container for identification document and cards of the party that are unique to the party. e.g. license, identification card, credit card, etc A container for memberships of party with other organisations (e.g. industry groups) or social networks (clubs, association, etc) Relationships with other parties (persons or organisations, and the nature of relationship). Examples: - For person: Contacts, blood relatives, friends, referees, customers, etc - for Organisation: Subsidiary, Parent company, Branches, Divisions, Partners, etc Container for income / revenue information of the party (salary/organisation revenue) Container for other organisation specific details that are not covered in this schema that are common to a party Container for other person specific details that are not covered in this schema elements that are common to a party Type of Party. e.g. Person or an organisation. An organisation could be university, college, club, association, company, etc A unique identifier for party Type of PartyID A globally unique identifier assigned to party Type of use of party date. e.g. exchange, update, create Status of the entity. e.g. Old, Current, Inactive, Active, etc A primary key to reference Party. A foreign key to reference attribute Key of Party. A container for defining the unique characteristics of a person only A container to define the accounts details of the party such as utility account, financil accounts A container for identification document and cards of the party that are unique to the party. e.g. license, identification card, credit card, etc A container for memberships of party with other organisations (e.g. industry groups) or social networks (clubs, association, etc) Relationships with other parties (persons or organisations, and the nature of relationship). Examples: - For person: Contacts, blood relatives, friends, referees, customers, etc - for Organisation: Subsidiary, Parent company, Branches, Divisions, Partners, etc Container for income / revenue information of the party (salary/organisation revenue) Container for other person specific details that are not covered in this schema elements that are common to a party Type of use of this data. e.g. data exchange, contact, update, create Status of the organisation details A primary key to reference Person Details. A foreign key to reference attribute Key of Person Details. A container for defining the unique characteristics of an organisation only A container to define the accounts details of the party such as utility account, financil accounts A container for identification document and cards of the party that are unique to the party. e.g. license, identification card, credit card, etc A container for memberships of party with other organisations (e.g. industry groups) or social networks (clubs, association, etc) Relationships with other parties (persons or organisations, and the nature of relationship). Examples: - For person: Contacts, blood relatives, friends, referees, customers, etc - for Organisation: Subsidiary, Parent company, Branches, Divisions, Partners, etc Container for income / revenue information of the party (salary/organisation revenue) Container for other person specific details that are not covered in this schema elements that are common to a party Type of use of this data. e.g. data exchange, contact, update, create Status of the organisation details A primary key to reference Organisation Details. A foreign key to reference attribute Key of Organisation Details. Free text description of the party as line 1, line 2, line n. Type (semantics or category) of free text data A container to define the accounts details of the party Account details such as bank account, customer account with utilities Information about the account If present, specifies the type of the information provided as text value of the element. Reference to a Party element that describes the organisation where the account is held. Type of account. e.g. bank, customer, employee, etc Joint, Individual, corporate, etc. Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for all party addresses A container for all kinds of telecommunication lines of party used for contact purposes. e.g. phone, fax, mobile, pager, etc. Universal telecommunication number structure Full contact number or part of it If present, specifies type of the information provdied as text value of the element. Free text explanation of the communication line type. e.g. telephone, land line, mobile, fax, pager, etc Status of the entity. e.g. Old, Current, Inactive, Active, etc Current Status of Contact Number Nature of contact. Example: business, personal, free call, toll free, after hours, etc Free text expression of contact hours. e.g. 9:00AM-5:00PM A container for identification document and cards of the party that are unique to the party. Passports, driver licenses, credit cards, certificates, etc. Full document desctiption or part of it. If present, specifies the type of the information provided as text value of the element. Party Name as on the document if different from the main one. Address details on the document Reference to a Party element that describes the issuing organisation Status of the entity. e.g. Old, Current, Inactive, Active, etc A container of different types of electronic addresses of party (e.g. email, chat, skype, etc) Type of electronic address identifier Status of the entity. e.g. Old, Current, Inactive, Active, etc Usage of electronic address identifier. e.g. business, personal An electronic address identifier is usually stored (and probably exchanged) in conjunction with a label which is typically displayed and the URL/electronic identifier just links that label. A container for a list of key events and dates of the events of the organisation and person Type of event for a person - e.g. marriage anniversary, death, daughter's birth, spouse birthday, etc. Type of event for organisation - date of formation/registration, date of closing down, date of liquidation, data of becoming public limited, etc Type of event. e.g. Anniversary. If "Anniversary" is type, then the text for Event could be "20th wedding anniversary" Record the exact date of the event here. For example, deceased date, company closed date, birthday date of spouse, etc A container for a list of Identifiers to recognise the party such as customer identifer, social security number, tax number, etc Identifier to recognise the party such as customer identifer, social security number, National ID Card, tax number, buiness number, company number, company registration, etc Information about the identifer Reference to a Party element that describes the issuing organisation Type of identifier. e.g. Tax Number Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for memberships of party with other organisations (e.g. industry groups). Membership details Full description of membership or part of it If present, specifies the type of the information provided as text value of the element. Reference to a Party element that describes the organisation where the memberships is held. Type of membership. e.g Type of membership. e.g IEEE, Rifles Club Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for relationships with other parties (persons or organisations, and the nature of relationship). Can also use this to define an organisation hierarchy (parent and subsidiary organisations or branches/groups of organisations) Relationship with a party. e.g. Friend, Wife, referee. organisation, customer. etc Status of the entity. e.g. Old, Current, Inactive, Active, etc Type of party involved in the relationship, i.e. person or organisation If tha party is person, then the type of relationship with the person such as Friend, Mother, wife, contact, referee If tha party is organisation, then the type of relationship with the organisation such as employer, branch, head office, subsidiary, etc Container for income / revenue information of the party Revenue/Income details A three-letter currency code as per ISO 4217 Status of the entity. e.g. Old, Current, Inactive, Active, etc Begining of the period. Inclusive. End of the period. Inclusive. Defines the type of amount. Example: Total earning, profit, loss, turnover, etc. Precision range where the value of the element is in the middle of the range. E.g. Where this revenue / income comes from, e.g. business stream, activity, etc. Country from where the revenue is generated If present and set to true indicates that the income / revenue is after tax. A container for stocks invested information A Stock market listing details. The organisation could be listed on more than one country The code name for the organisation as listed in the exchange. E.g. MOT for Motorola Inc Free text name of the stock exchange or other market. E.g. NYSE or NZX Name of the country where listed date of investment Quantity of shares.....1 million shares date of listing A container to define all the vehicles of the party Vehicle Details Full vehicle description of part of it If present, specifies the type of the information provided as text value of the element. Type of vehicle. Example: Motorbike, Truck, Car, Bicycle, 4WD, Jeep, etc Status of the entity. e.g. Old, Current, Inactive, Active, etc Container for organisation specific details that are not covered in this schema that is common to a party Type of organisation. Free text description, e.g. Company, Trust, Bank, Society, Club, etc. Type of category the organisation belongs to such as club, association, company, vendor, etc Status of the entity. e.g. Old, Current, Inactive, Active, etc Nature of the organisation. e.g. Public limited, Commercial, charity, non-commercial, etc. Organisation Industry type such as IT, Manufacturing. Industry code or classification Type of code used for industry code Free text description of organisation size in terms of number of employees Operating hour start time of the organisation, e.g. 9:00am Operating hour end time for the organisation. e.g. 5:00pm Container for person specific details that are not covered in this schema that is common to a party Age of the person as integer Type of category the person belongs such as customer, employee, friend, prospect, etc Status of the person. e.g. living, deceased, retired. To log the date of the status such as death or retired, use "Events" element Free text description of the current marital status, e.g. married, separated, divorced, separated, etc. Ethnicity of the person, e.g. Asian, Chinese, African, etc. Free text gender description. Free text name of the religion A container to define the Date of Birth details of a person Birth details of the person If present, specifies the type of the information provided as text value of the element. Full location details (e.g. address) may be required to get the exact geo-cordinates for astrology purposes Birth data and time to the known precision. Usually, it is only the date that is known. Leave time as 00:00:00 if not known. Specify the duration of the uncertainity period as a range where BirthDateTime is in the middle of the range. Uses xsd:duration as the data type. The time interval is in the format: PnYnMnDTnHnMnS P: period (required), nY: number of years, nM: number of months, nD: number of days, T: start of a time section (required if hours, minutes or secords to be specified), nH: number of hours, nM: number of minutes, nS: number of seconds P5Y -> period of 5 years P5Y2M10D -> 5 years, 2 months, 10 days, and 15 hours A container for all citizenships and residencies (Permanent/temporary) of a person. Citizenship and residence information in a free-text form. Type of residency. e.g. permenant resident, citizen, temporary resident Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for a list of favourites of a person The favourites of the person Type of favourite. e.g. author, food, book, sport, etc Cricket Back to the Future A container for a list of habits of a person Personal habits. E.g. smoking, drinking, gambling, etc. Category/type of habit. e.g. sports, food, reading, etc. If "Hot Drinks" is type, then text for Habit could be "Strong Black Coffee" A container for a list of hobbies of a person A hobby of the person. E.g. craft, sport, recreational activity, etc. Type/Category of Hobby. e.g. sports, travelling. If "Sport" is a type/category of hobby, then text for "Hobby" could be "Playing cricket" A container for a list of languages spoken by a person. Name of the language spoken by the person Mother tongue, by birth, etc Indicates ability to speak: yes, no, poor, good, bad, average Indicates ability to read: yes, no, poor, good, bad, average Indicates ability to write: yes, no, poor, good, bad, average Indicates ability to understand speech: yes, no, poor, good, bad, average Indicates preferred language of communication (read and/or write and/or speak) A container for a list of nationalities of a person Name of the country of nationality. Could be more than one nationality Type of nationality - By birth, naturalization, citizen Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for a list of occupations of a person Occupation details Full description of the occupation or part of it If present, specifies the type of the information provided as text value of the element. Reference to a Party element that describes the employer. Is the party self employed? A boolean value expected Status of the entity. e.g. Old, Current, Inactive, Active, etc A container for physical characteristics of a person Any other physical info not covered by elements here Category or type of physical info Description of a physical feature such as hair, height, eye color, etc. If present, specifies the type of the information provided as text value of the element. Defines the unit of measurement. Example: Inches, feet, cm, meters, days, months, years, kgs, pounds, etc. Description of body marks, such as scars, tatoos, spots, etc. Free text name/description of the body part where the mark is located Free text description of where on the body part the mark is located. E.g. left hand side, front, back, etc Description of person's disability. Free text description of the cause of the disability, e.g. birth defect, accident, etc. Description of the person's allergy. e.g. Allergic to Pencillin, milk products Condition of health in terms of medical. e.g. Healthy, diabetic, hgh blood pressure, high cholestrol, etc A container for a list of preferences of a person (e.g. seat position in flight, restuarants) Preferences of the person. e.g. seat in non smoking area, holiday with family than alone Type of preference. e.g. seating position A container for a list of qualifications of a person Educational qualification Full / partial name or description of person's qualification If present, specifies the type of the information provided as text value of the element. Reference to a Party element that describes the institution. Status of the entity. e.g. Old, Current, Inactive, Active, etc A container to define the VISAs held by a person (e.g. visitor, temporary, permanent resident, work, etc) All information about Visa details. Visa category number depending upon the type of visa. Example: H-1 for employment visa as in the USA If present, specifies the type of the information provided as text value of the element. Status of the entity. e.g. Old, Current, Inactive, Active, etc