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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 only contains 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
Total Premium | Currency | 22 | None
#### Related Topics See the following topics for related information: Field Type Guidelines for Importing Data Importing Your Data

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.