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Coverage Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing coverage data in to Oracle CRM On Demand. This information supplements the guidelines given in the topic Field Type Guidelines for Importing Data. First, you must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names that have been changed for your company in Oracle CRM On Demand. Therefore, if you do not see a specific field when you try to import your data, check with your company administrator to determine the new name for the field. This topic is specific to Oracle CRM On Demand Financial Services Edition.

The information in the following table is valid for coverage data only.

Coverage Field Name

Data Type

Maximum Length

Comments

Begin

Date

Not applicable

None

Contact

Text

15

None

Contact: External System ID

Text

30

None

Coverage

Picklist

30

The predefined field for the matching record

Coverage Name

Text

100

None

Coverage Product

Text

15

None

Coverage Product: External System ID

Text

50

Also known as the external unique ID

Coverage Status

Picklist

30

None

Currency Code

Picklist

20

None

Deductible

Currency

22

None

End

Date

Not applicable

None

External System ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Individual Limit

Currency

22

None

Insured Amount

Currency

22

None

Insured Property

Text

30

None

Insured Property: External System ID

Text

50

Also known as the external unique ID.

Integration ID

Text

30

None

Owner

Text

15

None

Owner: External System ID

Text

30

None

Policy

Text

15

The predefined field for the matching record.

Policy: External System ID

Text

50

None

Status

Picklist

30

None

Total Limit

Currency

22

None

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.