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Financial Product Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing financial products 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 financial product only.

Financial Product Field Name

Data Type

Maximum Length

Comments

Category

Picklist

30

None

Class

Picklist

30

None

Currency Code

Picklist

20

None

Current Price

Currency

20

None

Current Price Last Updated

Date/Time

Not applicable.

None

External System ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Financial Product ID

Text

50

None

Financial Product Name

Text

50

The predefined field for the matching record.

Financial Product Overview

Text

16,350

If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters.

Integration ID

Text

30

None

MDM Product Hub ID

Text

50

None

Owner

Text

15

None

Owner: External System ID

Text

30

None

Parent Financial Product

Text

15

None

Parent Financial Product: External System ID

Text

50

The external unique ID of the parent financial product linked to this record.

Parent Financial Product: System ID

Text

50

Also known as the external unique ID.

Price Source

Text

50

Also known as the current price source.

Product Catalogue

Text

250

None

Product URL

Text

250

None

Sub-Class

Picklist

30

None

Type

Picklist

30

None

Related Topics

See the following topics for related information:


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