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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Policy Holder Fields: Import Preparation
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 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
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Data Type
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Maximum Length
|
Comments
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Business Account Holder
|
Text
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15
|
None
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Business Account Holder: External System ID
|
Text
|
30
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None
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Company: External System ID
|
Text
|
50
|
None
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Contact Holder
|
Text
|
15
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None
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Contact Holder: External Unique ID
|
Text
|
50
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None
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Currency Code
|
Picklist
|
20
|
None
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Division
|
Text
|
50
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None
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Exchange Date
|
Date
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Not applicable
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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
|
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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Household Holder
|
Text
|
15
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None
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Household Holder: External System ID
|
Text
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30
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None
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Holder Percentage
|
Percent
|
22
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None
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Insured Type
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Picklist
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30
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None
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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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Owner: External System ID
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Text
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30
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None
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Picklist Value Group
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Text
|
50
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None
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Policy
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Text
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15
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The predefined fields for the matching record
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Policy: External System ID
|
Text
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50
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The external unique ID of the policy linked to this record
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Policy Holder Name
|
Text
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250
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The predefined fields for the matching record
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Role
|
Picklist
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30
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The predefined fields for the matching record
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Related Topics
See the following topics for related information:
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