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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Policy Fields: Import Preparation
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 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
|
Division
|
Text
|
50
|
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.
|
Picklist Value Group
|
Text
|
50
|
None
|
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
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Total Premium
|
Currency
|
22
|
None
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Related Topics
See the following topics for related information:
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