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Involved Party Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing involved party 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 involved party data only.

Involved Party Field Name

Data Type

Maximum Length

Comments

Claim

Text

15

The predefined field for the matching record.

Claim: External System ID

Text

50

None

Contact

Text

15

The predefined field for the matching record. The Contact field is a concatenation of the last name and first name of the contact.

Contact: External System ID

Text

30

None

Currency Code

Picklist

20

None

Exchange Date

Date

Not applicable

None

External System ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Injury Description

Text

16350

If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked notes, each with a maximum limit of 16,350 characters.

Injury Summary

Text

250

None

Integration ID

Text

30

None

Involved Party Name

Text

50

None

Location

Picklist

30

None

Owner

Text

15

The owner of the record.

Owner: External System ID

Text

30

None

Role

Picklist

30

The predefined field for the matching record.

Role in Accident

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.