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Policy Fields: Import Preparation

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

Policy Field Name

Data Type

Maximum Length

Comments

Billing Status

Picklist

30

None

Business Account

Text

15

None

Business Account: External System ID

Text

30

None

Campaign

Text

15

None

Campaign: External System ID

Text

30

None

Cancelled Date

Date

Not applicable

None

Company: External System ID

Text

30

None

Currency Code

Picklist

20

None

Effective Date

Date

Not applicable

None

Expiration Date

Date

Not applicable

None

External System ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Face Amount

Currency

22

None

Financial Account

Text

15

None

Financial Account: External System ID

Text

30

None

Household

Text

15

None

Household: External System ID

Text

30

None

Integration ID

Text

30

None

Invoice Due Date

Date

Not applicable

None

Owner: External System ID

Text

30

None

Parent Policy

Text

15

None

Parent Policy: External System ID

Text

50

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

Policy Number

Text

50

The predefined field for the matching record. This field is also known as the policy number field.

Policy Pay Method

Picklist

30

None

Policy Type

Picklist

30

None

Primary Agency

Text

15

None

Primary Agency: External System ID

Text

30

The external unique ID of the primary agency (business account is set to partner) linked to this record.

Primary Agent

Text

15

None

Primary Agent: External System ID

Text

30

The external unique ID of the primary agent (contact) linked to this record.

Producer Code

Text

50

None

Rate Plan

Picklist

30

None

Rate State

Picklist

30

None

Referral Source

Picklist

30

None

Status

Picklist

30

None

Sub Status

Picklist

30

None

Term

Text

50

None

Total Premium

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.