EDI 157 Notice of Power of Attorney

Functional Group NP

X12F Finance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Notice of Power of Attorney Transaction Set (157) for use within the context of an Electronic Data Interchange (EDI) environment. This bi-directional transaction set can be used to notify entities of the existence of a power of attorney and to provide information as to its applicability. The transaction set may also be used to acknowledge powers of attorney or their cancellation.

Heading

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 0200 · BGN · Beginning Segment · Max 1 · Mandatory

   To indicate the beginning of a transaction set

3. N1 Loop Optional Repeat >1

   1. 0300 · N1 · Name · Max 1 · Mandatory

      To identify a party by type of organization, name, and code

      The N1 loop identifies the sender and receiver of the transaction set.

   2. 0400 · N2 · Additional Name Information · Max 2 · Optional

      To specify additional names

   3. 0500 · N3 · Address Information · Max 2 · Optional

      To specify the location of the named party

   4. 0600 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   5. 0700 · PER · Administrative Communications Contact · Max >1 · Optional

      To identify a person or office to whom administrative communications should be directed

   6. 0800 · REF · Reference Identification · Max >1 · Optional

      To specify identifying information

Detail

1. HL Loop Mandatory Repeat >1

   1. 0100 · HL · Hierarchical Level · Max 1 · Mandatory

      To identify dependencies among and the content of hierarchically related groups of data segments

      HL01 (Hierarchical ID Number) will be assigned sequentially within the hierarchy starting with one and incremented by one for each HL segment.
      HL03 (Hierarchical Level Code) may only contain the codes: AG (Agent Level) and PR (Principal Level), where the Agent is the party to whom Power of Attorney is being granted, modified, or revoked, and the Principal is the party on behalf of whom Power of Attorney is being granted, modified, or revoked. The Principal Level is always subordinate to the Agent Level.
      Each transaction set must contain at least one HL loop at the Agent Level. Each HL loop at the Agent Level must have at least one subordinate HL loop at the Principal Level.

   2. NM1 Loop Mandatory Repeat >1

      1. 0200 · NM1 · Individual or Organizational Name · Max 1 · Mandatory

         To supply the full name of an individual or organizational entity

         The NM1 segment describes the Agent to whom Power of Attorney is being granted, modified, or revoked, when occuring within an HL loop at Agent Level. The NM1 loop describes the Principal, who is the party on whose behalf Power of Attorney is being granted, modified, or revoked, when used within an HL loop at Principal Level.

      2. 0300 · N2 · Additional Name Information · Max 2 · Optional

         To specify additional names

      3. 0400 · IN2 · Individual Name Structure Components · Max >1 · Optional

         To sequence individual name components for maximum specificity

      4. 0500 · N3 · Address Information · Max 2 · Optional

         To specify the location of the named party

      5. 0600 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

      6. 0700 · PER · Administrative Communications Contact · Max >1 · Optional

         To identify a person or office to whom administrative communications should be directed

      7. 0800 · REF · Reference Identification · Max >1 · Optional

         To specify identifying information

      8. 0900 · DTM · Date/Time Reference · Max >1 · Optional

         To specify pertinent dates and times

      9. SPY Loop Mandatory Repeat >1

         1. 1000 · SPY · Scope of Power of Attorney · Max 1 · Mandatory

            To identify the scope of a power of attorney

            The SPY loop identifies the scope of the power of attorney, and the action requested.

         2. 1100 · N1 · Name · Max 1 · Optional

            To identify a party by type of organization, name, and code

         3. 1200 · N2 · Additional Name Information · Max 2 · Optional

            To specify additional names

         4. 1300 · N3 · Address Information · Max 2 · Optional

            To specify the location of the named party

         5. 1400 · N4 · Geographic Location · Max 1 · Optional

            To specify the geographic place of the named party

         6. 1500 · PER · Administrative Communications Contact · Max >1 · Optional

            To identify a person or office to whom administrative communications should be directed

         7. 1600 · DTM · Date/Time Reference · Max >1 · Optional

            To specify pertinent dates and times

2. 1700 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)