| Print Open PDF Version of Online Help

##### 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 | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Business Account Holder | Text | 15 | None
Business Account Holder: External System ID | Text | 30 | None
Company: External System ID | Text | 50 | None
Contact Holder | Text | 15 | None
Contact Holder: External Unique ID | Text | 50 | None
Currency Code | Picklist | 20 | None
Division | Text | 50 | None
Exchange Date | Date | Not applicable | None
External System ID | Text | 50 | None
External Last Updated | Date/Time | Not applicable | None
External Source | Text | 50 | None
Household Holder | Text | 15 | None
Household Holder: External System ID | Text | 30 | None
Holder Percentage | Percent | 22 | None
Insured Type | Picklist | 30 | None
Integration ID | Text | 30 | None
Owner: External System ID | Text | 30 | None
Picklist Value Group | Text | 50 | None
Policy | Text | 15 | The predefined fields for the matching record
Policy: External System ID | Text | 50 | The external unique ID of the policy linked to this record
Policy Holder Name | Text | 250 | The predefined fields for the matching record
Role | Picklist | 30 | The predefined fields for the matching record
#### Related Topics See the following topics for related information: Field Type Guidelines for Importing Data Importing Your Data

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.