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Policy Holder Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing policy holders 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 policy holder data only.

Default Policy Holder Field Name

Data Type

Maximum Length

Comments

Business Account Holder

Text

15

None

Business Account Holder: External System ID

Text

30

None

Company: External System ID

Text

50

None

Contact Holder

Text

15

None

Contact Holder: External Unique ID

Text

50

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

Household Holder

Text

15

None

Household Holder: External System ID

Text

30

None

Holder Percentage

Percent

22

None

Insured Type

Picklist

30

None

Integration ID

Text

30

None

Owner: External System ID

Text

30

None

Policy

Text

15

The predefined fields for the matching record

Policy: External System ID

Text

50

The external unique ID of the policy linked to this record

Policy Holder Name

Text

250

The predefined fields for the matching record

Role

Picklist

30

The predefined fields for the matching record

Related Topics

See the following topics for related information:


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