Doc. Template Data Fields
Basic Doc. Template Data Fields is covered in this section. What follows is an in-depth list and explanation of the codes and Custom Formula Fields creation.
1. List of Data Field Codes and corresponding explanation
The mapping codes are in brackets, followed by the description. When using the codes in a document, they must be formatted with squared brackets and no spaces between the code and the bracket, like so: [Code] This formula lets the software see the enclosed words as it's code instead of text to be copied into the document. The list of codes, with corresponding explanation:
1. [Email_Owner1] Primary email address of the first owner.
2. [MerchantAffiliatedMailingCity2] City for the second affiliated mailing address of the merchant.
3. [Email_Owner2] Primary email address of the second owner.
4. [MerchantAffiliatedMailingCity1] City for the first affiliated mailing address of the merchant.
5. [MerchantMailingState] State for the merchant's mailing address.
6. [FunderPhysicalFullAddress] Complete physical address of the funder.
7. [MerchantBusinessPhone] Primary business phone number of the merchant.
8. [FullName_Owner1] Full legal name of the first owner.
9. [FullName_Owner2] Full legal name of the second owner.
10. [FundedDate] Date when the funding was provided.
11. [MerchantMailingZipCode] Zip code for the merchant's mailing address.
12. [MiddleName_Owner1] Middle name of the first owner.
13. [MiddleName_Owner2] Middle name of the second owner.
14. [MerchantAffiliatedPhysicalFullAddress2] Complete physical address for the second affiliated location of the merchant.
15. [MerchantAffiliatedPhysicalFullAddress1] Complete physical address for the first affiliated location of the merchant.
16. [MerchantPhysicalCounty] County where the merchant's physical address is located.
17. [FunderPhysicalAddress] Physical street address of the funder.
18. [ParentDeal_1_PayBackAmount] Amount to be repaid for the first parent deal.
19. [MerchantPhysicalZipCode] Zip code for the merchant's physical address.
20. [MerchantAffiliatedPhysicalAddress2] Second line of the street address for the second affiliated location of the merchant.
21. [MerchantAffiliatedPhysicalAddress1] Second line of the street address for the first affiliated location of the merchant.
22. [FunderName] Full legal name of the funder.
23. [MerchantPhysicalState] State where the merchant's physical address is located.
24. PaybackFactor] Factor used to calculate the amount to be repaid.
25. [MerchantDBA1] "Doing Business As" name 1 for the merchant.
26. [Phone2_Owner2] Secondary phone number for the second owner.
27. [MerchantDBA2] "Doing Business As" name 2 for the merchant.
28. [Phone2_Owner1] Secondary phone number for the first owner.
29. [NetFundingAmount] Total amount of funding provided after deductions.
30. [MerchantAffiliatedPhysicalZipCode2] Zip code for the second affiliated physical address of the merchant.
31. [MerchantAffiliatedPhysicalZipCode1] Zip code for the first affiliated physical address of the merchant.
32. [MerchantMailingCounty] County where the merchant's mailing address is located.
33. [RefinanceAmount] Amount provided for refinancing.
34. [FunderContact] Primary contact person at the funder.
35. [RecurringCollectionAmount] Amount collected on a recurring basis.
36. [MerchantAffiliatedBusinessEIN2] Employer Identification Number for the second affiliated business of the merchant.
37. [MerchantAffiliatedBusinessEIN1] Employer Identification Number for the first affiliated business of the merchant.
38. [MerchantLegalEntity] Legal entity type of the merchant (e.g., LLC, Corporation).
39. [DealNumber] Unique identifier for the deal.
40. [MerchantAffiliatedPhysicalState2] State for the second affiliated physical address of the merchant.
41. [MerchantAffiliatedPhysicalState1] State for the first affiliated physical address of the merchant.
42. [MerchantMailingAddress] Street address for the merchant's mailing address.
43. [MerchantPhysicalAddress] Street address for the merchant's physical location.
44. [MerchantBusinessEmail] Primary business email address of the merchant.
45. [DealApplicationNumber] Application number associated with the deal.
46. [FundedDateOfMonth] Specific day of the month when the funding was provided.
47. [MonthlySalesAmount] Total sales amount for the merchant in a month.
48. [FunderBank] Name of the funder's bank.
49. [DailyRecurringCollectionAmount] Amount collected daily on a recurring basis.
50. [PhysicalAddress_Owner2] Street address of the second owner's physical location.
51. [PhysicalAddress_Owner1] Street address of the first owner's physical location.
52. [EarlyPayoffNoOfDays1] Number of days for early payoff for the first deal.
53. [EarlyPayoffNoOfDays2] Number of days for early payoff for the second deal.
54. [EarlyPayoffAmount2] Amount for early payoff for the second deal.
55. [EarlyPayoffAmount1] Amount for early payoff for the first deal.
56. [PaybackAmount] Total amount to be repaid.
57. [CurrentYear] The current calendar year.
58. [MerchantAffiliatedMailingCounty2] County for the second affiliated mailing address of the merchant.
59. [MerchantAffiliatedMailingCounty1] County for the first affiliated mailing address of the merchant.
60. [ParentDeal_1_FundingAmount] Total funding amount for the first parent deal.
61. [DrivingLicenseNo_Owner1] Driving license number of the first owner.
62. [DrivingLicenseNo_Owner2] Driving license number of the second owner.
63. [PhysicalZipCode_Owner2] Zip code for the second owner's physical location.
64. [PhysicalZipCode_Owner1] Zip code for the first owner's physical location.
65. [PhysicalFullAddress_Owner2] Complete physical address of the second owner.
66. [MerchantStateOfIncorp] State where the merchant is incorporated.
67. [Phone_Owner1] Primary phone number of the first owner.
68. [MerchantPhysicalCity] City where the merchant's physical address is located.
69. [Phone_Owner2] Primary phone number of the second owner.
70. [MerchantPhysicalFullAddress] Complete physical address of the merchant.
71. [PhysicalFullAddress_Owner1] Complete physical address of the first owner.
72. [DealOutstandingAmount] Remaining amount to be repaid on the deal.
73. [LastName_Owner2] Last name of the second owner.
74. [CurrentDate] The current date.
75. [LastName_Owner1] Last name of the first owner.
76. [CollectionFrequency] Frequency at which collections occur (e.g., daily, weekly).
77. [MerchantAffiliatedPhysicalCounty2] County for the second affiliated physical address of the merchant.
78. [FunderPhysicalCounty] County where the funder's physical address is located.
79. [MerchantAffiliatedPhysicalCounty1] County for the first affiliated physical address of the merchant.
80. [BusinessStartDate] Date when the merchant's business started.
81. [BankFee] Fees associated with the merchant's bank.
82. [MerchantPaymentBankAccountNumber] Bank account number used for merchant payments.
83. [SpecifiedPercentage] Percentage specified for the deal (e.g., percentage of sales for payback).
84. [MerchantAffiliatedPhysicalCity1] City for the first affiliated physical address of the merchant.
85. [FundedYear] Year when the funding was provided.
86. [MerchantAffiliatedPhysicalCity2] City for the second affiliated physical address of the merchant.
87. [FunderBankABA] ABA routing number of the funder's bank.
88. [Email2_Owner1] Secondary email address of the first owner.
89. [FunderAbbreviatedName] Abbreviated name of the funder.
90. [MerchantAffiliatedBusinessName1] Name of the first affiliated business of the merchant.
91. [FunderBusinessPhone] Business phone number of the funder.
92. [MerchantAffiliatedBusinessName2] Name of the second affiliated business of the merchant.
93. [Email2_Owner2] Secondary email address of the second owner.
94. [MerchantMailingCity] City where the merchant's mailing address is located.
95. [MerchantPaymentBankABA] ABA routing number for the merchant's payment bank.
96. [FunderEmail] Primary email address of the funder.
97. [FunderPhysicalZipCode] Zip code where the funder's physical address is located.
98. [MerchantBusinessLegalName] Legal business name of the merchant.
99. [PhysicalCity_Owner2] City where the second owner's physical address is located.
100. [FunderPhysicalCity] City where the funder's physical address is located.
101. [PhysicalCity_Owner1] City where the first owner's physical address is located.
102. [ExternalPayOffAmount] Amount to be paid off to external parties.
103. [MerchantAffiliatedMailingFullAddress1] Complete mailing address for the first affiliated location of the merchant.
104. [MerchantAffiliatedMailingFullAddress2] Complete mailing address for the second affiliated location of the merchant.
105. [MerchantAffiliatedMailingAddress2] Second line of the street address for the second affiliated mailing location of the merchant.
106. [MerchantMailingFullAddress] Complete mailing address of the merchant.
107. [MerchantAffiliatedMailingAddress1] Second line of the street address for the first affiliated mailing location of the merchant.
108. [MerchantEIN] Employer Identification Number of the merchant.
109. [PhysicalCounty_Owner2] County where the second owner's physical address is located.
110. [PhysicalCounty_Owner1] County where the first owner's physical address is located.
111. [SSN_Owner2] Social Security Number of the second owner.
112. [MerchantAffiliatedMailingState2] State for the second affiliated mailing address of the merchant.
113. [MerchantAffiliatedMailingState1] State for the first affiliated mailing address of the merchant.
114. [MerchantAffiliatedMailingZipCode2] Zip code for the second affiliated mailing address of the merchant.
115. [ParentDeal_1_NetFundingAmount] Net funding amount for the first parent deal.
116. [FunderPhysicalState] State where the funder's physical address is located.
117. [MerchantPaymentBankName] Name of the bank where the merchant's payments are made.
118. [PhysicalState_Owner1] State where the first owner's physical address is located.
119. [MerchantAffiliatedMailingZipCode1] Zip code for the first affiliated mailing address of the merchant.
120. [SSN_Owner1] Social Security Number of the first owner.
121. [PhysicalState_Owner2] State where the second owner's physical address is located.
122. [FirstName_Owner2] First name of the second owner.
123. [FirstName_Owner1] First name of the first owner.
124. [FundedAmount] Total amount of funding provided.
125. [FunderBankAccountNumber] Bank account number of the funder.
126. [CurrentDateOfMonth] Current day of the month.
127. [FundedMonth] Month when the funding was provided.
128. [CurrentMonth] The current month.
2. Synonymous Industry Terms
Your legal and company documents may refer to these terms in different ways. To understand our codes better, here are some common industry synonyms:
1. Payback Amount
Repayment Amount
Purchased Amount
Total Obligation
Repayment Obligation
2. Net Funding Amount
Advance Amount
Disbursement Amount
3. Payback Factor
Factor Rate
Cost of Capital
4. Funded Date
Disbursement Date
Advance Date
Draw Date
Funding Date
5. Daily Recurring Collection Amount
Daily Debit Amount
ACH Debit
Daily Withdrawal
Daily Sweep
6. Refinance Amount
Renewal Amount
Rollover Amount
7. Deal Number
Contract Number
Agreement Number
8. Funded Amount
Advance Principal
Initial Advance
Principal Amount
Advance Proceeds
9. Early Payoff Amount
Prepayment Amount
Prepay Discount
10. Merchant Business Phone
Business Line
Office Phone
Primary Contact Number
Main Line
11. Merchant Business Legal Name
Registered Business Name
Legal Entity Name
Corporate Name
Entity Name
Official Business Name
Incorporated Name
12. Merchant DBA Name
Trading As Name
Assumed Business Name
Fictitious Business Name
Business Alias
Trading Name
Operating Name
13. Funder Name
Lender Name
Provider Name
Investor Name
Capital Provider
14. Deal Outstanding Amount
Remaining Balance
Outstanding Principal
Balance Due
Unpaid Balance
15. Merchant EIN
Tax ID
Federal EIN
16. Merchant Physical Address
Business Location
Registered Address
17. Funded Year
Advance Year
Disbursement Year
18. Monthly Sales Amount
Gross Sales
Monthly Revenue
19. Merchant Mailing Address
Correspondence Address
Postal Address
20. Collection Frequency
Payment Frequency
Debit Schedule
21. Funder Business Phone
Lender Contact Number
Provider Phone
22. External Payoff Amount
Third-Party Payoff
Settlement Amount
Buyout Amount
Payoff Balance
23. Merchant Payment Bank ABA
Routing Number
ABA Number
24. Bank Fee
Processing Fee
Transaction Fee
25. Current Year/Month/Date
Report Date
As-Of Date
26. Driving License Number of Owner
DLN
Driver’s License ID
License Number
Driver ID
27. Funded Date of Month
Draw Date
Funding Date
28. Recurring Collection Amount
Installment Amount
Scheduled Payment
29. Merchant Affiliated Business Name
Subsidiary Name
Affiliate Name
30. Merchant DBA Name
Fictitious Business Name
Business Alias
Trading Name
Operating Name
31. Funder Physical Address
Funder Location
Lender Address
32. Merchant Payment Bank Account Number
Payment Account
Remittance Account
33. Funder Email
Lender Email
Provider Email
34. Merchant Affiliated Business EIN
Affiliated Tax ID
Related Business EIN
35. Merchant State of Incorporation
Incorporation State
Registered State
36. Specified Percentage
Withholding Percentage
Holdback Rate
37. Social Security Number of Owner
SSN
Personal Tax ID
38. Physical Address of Owner
Residential Address
Owner’s Address
39. Physical State of Owner
Home State
Residence State
3. Custom Formula Fields
3 a. Custom Fields.
The list of fields above was created for a specific customer based on their document needs. For example, their APR is calculated a specific way and the code needed to be adjusted to match the formula. You can mix and match the codes to create new calculations and combinations using math and a tiny bit of coding or by using our ChatGPT helper here: (Note that ChatGPT can make mistakes. Check important info.) This is much more advanced than a basic user will need, but power users of SmartMCA can learn the system to create all kinds of useful calculations. You can also contact SmartMCA support for help.
3 b. Adding a Custom Field.
To add a custom field, click add on the top right. Enter the Field name, or mapping code, add a description of what the field does, and add the actual calculation script. The script is shown below, in step 3d.
3c. Testing your code to see if it runs.
To test a custom field, add the custom field code to an application or deal document template, save and upload it. Then come back to Doc. Template fields, Custom Formula fields, and click the green arrow next to your custom field entry in the custom field list. The Test Custom Field box appears. Find a deal or application you can test the calculation formula on and enter the number of the deal or application. Click Test, and the correct answer will appear. Check that the number or text response is correct and there are no errors.
3d. The formula and formatting.
The formula prompt is as follows:
Look at the entered instructions that contain codes and create the formula based on the following script:
import java.math.BigDecimal import java.math.RoundingMode import java.text.SimpleDateFormat import java.time.LocalDate import java.time.LocalDateTime import java.time.format.DateTimeFormatter
def execute(map) { return $[formula] }
def convertNumeric(String str) { return new BigDecimal(str.replace(",", "")).doubleValue()
}
def formatNumber(Double value, int precision) { return new BigDecimal(value).setScale(precision, RoundingMode.HALF_UP).toString() }
for example: formatNumber(convertNumeric(map['BankFee'])*3,2)
You are not supposed to modify any script code.
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