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Account Importer:  Client Name, Debtor First Name, Debtor Last Name

Transaction File Importer:  Account Number (OR Client Claim Number), Transaction Description, Transaction Type, Transaction Amount, Transaction Date

Client Importer:  Client Name

Reminder Importer:  Account Number, Assigned To (Simplicity Username), Reminder Description

Account Updater:  Account Number (OR Client Claim Number, OR debtor SSN)

Debtor File Updater: Debtor SSN (OR Account Number)

 

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