You can give the fields in your forms whatever names you like, but in order to carry out standard calculations and other tasks, we need to be more precise.
Whenever you plan to use the contents of a field in a calculation, set the LIB attribute in the special treatment box. For example, for monthly interest use LIB=monthly_interest.
This will allow you to use workflow automation tasks, such as CALL=calculate_repayments, and cuForms will know where to find the information it needs.
Fields marked [PD] will be treated as personal data when applying data retention rules (ie these fields will be deleted, while the rest of the form data is retained).
Information relating to credit reference searches and ID and verification searches [marked PDS] are treated as sensitive personal data and redacted 3 months after the customer completes their application form (you can change the default retention periods in account admin).
Here is the current list of library field names:
Person fields
Savings fields
Address fields
Previous address fields
Loan fields
Note: the optional fields loan_new_amount and loan_current_balance should be used where new borrowing is being added to existing borrowing, and combined to commence a new loan for the total amount. In this case all three fields must be present, and loan_amount (usually setup as a hidden field and therefore empty) will be set to loan_new_amount + loan_current_balance during execution of the calculate_repayments function.
API fields
Affordability fields
Credit control fields
The credit control feature uses the standard loan, person and address library fields, and the following additional fields:
There are a number of library fields associated with the processing of automated tasks, and these are listed in the section on workflow automation tasks.