2.9 Account Officer Upload Format

This topic explains the information on Account Officer Upload Format.

Using this interface, user can map Agent, Agency Branch, Account Officer and IFA. Operations such as NEW, EDIT, DELETE, AUTHORIZE, AMEND and CLOSE are supported in this interface.

This section contains the following topics:

Account Officer Maintenance:

Serial Number: 1

Description: This Segment is added to populate Account Officer details.

Table 2-68 Account Officer Upload Format

Field Name	Data type	Length	Mandatory/ Optional	Characteristics/rules	Values
PROCESSID	VARCHAR2	50	Mandatory	-	Unique value to process interface
SEQUENCENUMBER	NUMBER	10	Mandatory	-	Sequence Number
BULKCLIENTCODE	VARCHAR2	12	Mandatory	-	Bulk client code
IMPORTFILENAME	VARCHAR2	255	Mandatory	-	Import File name
UPLOADMODE	VARCHAR2	1	Mandatory	-	Represents the action code: N - New E - Modify D - Delete A - Authorize O - Reopen C - Close R - New Rule
AGENTCODE	VARCHAR2	12	Mandatory	-	Represents the valid agent code to be mapped
BRANCHCODE	VARCHAR2	12	Mandatory	-	Represents the valid branch code to be mapped
EFFECTIVEDATE	DATE		Mandatory	-	Effective date
AOID	VARCHAR2	12	Mandatory	-	Account officer ID
IFAID	VARCHAR2	12	Mandatory	-	IFA Identification details
DEFAULTDETAILS	NUMBER	1	Mandatory	-	Default details: 1 - Yes 0 - No
USER_ID	VARCHAR2	15	Mandatory	-	Maker Id