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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Financial Product Fields: Import Preparation
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 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
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Data Type
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Maximum Length
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Comments
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Category
|
Picklist
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30
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None
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Class
|
Picklist
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30
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None
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Currency Code
|
Picklist
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20
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None
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Current Price
|
Currency
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20
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None
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Current Price Last Updated
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Date/Time
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Not applicable.
|
None
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Division
|
Text
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30
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None
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External System ID
|
Text
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50
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None
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External Last Updated
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Date/Time
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Not applicable
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None
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External Source
|
Text
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50
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None
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Financial Product ID
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Text
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50
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None
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Financial Product Name
|
Text
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50
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The predefined field for the matching record.
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Financial Product Overview
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Text
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16,350
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If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters.
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Integration ID
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Text
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30
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None
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MDM Product Hub ID
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Text
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50
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None
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Owner
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Text
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15
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None
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Owner: External System ID
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Text
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30
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None
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Parent Financial Product
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Text
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15
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None
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Parent Financial Product: External System ID
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Text
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50
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The external unique ID of the parent financial product linked to this record.
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Parent Financial Product: System ID
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Text
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50
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Also known as the external unique ID.
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Picklist Value Group
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Text
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50
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None
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Price Source
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Text
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50
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Also known as the current price source.
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Product Catalogue
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Text
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250
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None
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Product URL
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Text
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250
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None
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Sub-Class
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Picklist
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30
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None
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Type
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Picklist
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30
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None
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Related Topics
See the following topics for related information:
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