2.1.7 Agent Reference File

This topic explains the information on Agent Reference File.

The files uploaded using the Agent Reference File have to be imported and the broker details updated. They should have the following format:

Table 2-33 Agent Reference File

Field Name	Format	Comments	Remarks/ Mapping
Intermediary or Broker Code	Char 1	Intermediary Code and No	Broker Code
Broker Category	Char 10	Corporate/ Individual	Broker Category
Broker Name	Char 50	Individual name or Corporate name	Broker Name
Broker Type	Char	For example, Platinum, Gold, Silver	Broker Type
Parent Broker	Char	Channel – For example, PFA, BD	Parent Broker Code
Active Flag	Char	Y/N	Broker Enabled
Date Effective	Date	-	Rule effective date

• Control Record Upload
  This topic explains the information on Control Record Upload.