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Portfolio Fields: Import Preparation

NOTE: This feature might not be available in your version of the application since it is not part of the standard application.

The following table contains specific information about setting up your CSV file before importing the portfolio accounts into 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.

Default Portfolio Account Field Name

Data Type

Maximum Length

Comments

Account Currency

 

Picklist

15

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Account Number

 

Text

100

None

Account Type

 

Picklist

30

Default valid values: Annuity Contract, Group Policy, 401K, Checking, IRA, Life Insurance, Mutual Fund, Savings, and Other.

Annual % Rate

 

Number

15

None

Cancelled/Sold Date

 

Date

7

None

Credit Limit

 

Currency

20

None

Effective Date

 

Date

7

None

Expiration Date

 

Date

7

None

External Unique ID

 

Text

30

None

Face Value

 

Currency

20

None

Institution

 

Text

100

None

Institution Location

 

Text

50

None

Loan Amount

 

Currency

20

None

Maturity

 

Date

7

None

Premium

 

Currency

20

None

Primary Owner ID

 

Text

50

None

Product

 

Text

50

None

Purchase Date

 

Date

7

None

Revenue

 

Currency

20

None

Risk Class

 

Text

50

None

Status

 

Picklist

30

Default valid values: Active, Pending, Quote, Terminated, and Closed.

Term

 

Number

20

None

Term Unit

 

Picklist

20

Default valid values: Day, Week, Month, and Year.

Total Asset Value

 

Currency

20

None

Valuation Date

 

Date

7

None

Institution External ID

 

Text

30

Institution links to account.

Product External ID

 

Text

30

None

Related Topics

See the following topics for related information:


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