| Acting As Customer Record Selection (REC) Function Descriptions | |||
| REC Functions | Acting As, control Resp Org and TFN’s Resp Org are the same (existing behavior) | Acting As and TFN’s Resp Org are the same while Controlling Resp Org is different | Acting As Resp Org is different from the TFN’s Resp Org and Controlling Resp Org |
| REC Query | You can retrieve a Customer Record (CAD) (also known as a CR) and perform the Customer Record Selection (REC) functions based on the CR status. | You can retrieve a CR and perform the functions based on the CR status. | You can retrieve a CR but cannot perform any functions. |
| REC Copy | You can copy a CR. | You can copy a CR. | You cannot copy a CR. |
| REC Convert | You can Convert a CR to Pointer Record (PAD) (also known as a PR) or Template Record (TAD) (also known as a TR). | You can Convert a CR to PR or TR. | You cannot Convert a CR. |
| REC Transfer | You can transfer a CR. | You can transfer a CR. | You cannot transfer a CR. |
| REC Update | You can update a CR. | You can update a CR. | You cannot update a CR. |
| REC Delete | You can delete a CR. | You can delete a CR. | You cannot delete a CR. |
| REC Print | You can print a CR. | You can print a CR. | You can print a CR. |
| REC Download | You can download a CR. | You can download a CR. | You can download a CR. |