CSV File Format for Contract Rider Upload Request
Before uploading a contract rider file, you need to ensure that the CSV file contains the following columns:
| Column Name | Description | Mandatory (Yes or No) |
|---|---|---|
| Account Identifier Type | Used to specify the account identifier type. | Yes (Conditional) Note: This data is required when the account
ID and contract ID are not specified.
|
| Account Identifier | Used to specify the identifier of the account whose contract you want to update. | Yes (Conditional) Note: This data is required when the account
ID and contract ID are not specified.
|
| Account ID | Used to indicate the account whose contract you want to update. | Yes (Conditional) Note: This data is required when the account
identifier type, account identifier, and contract ID are not specified.
|
| Contract Type | Used to indicate the type of the contract whose details you
want to update. Note: You must specify a contract type which already
exists in the system.
|
Yes (Conditional) Note: This data is required when the contract
ID is not specified.
|
| Contract ID | Used to indicate the contract whose contract rider information
you want to update. Note: If you do not specify the contract ID, the
system derives the active contract using the account ID and contract
type combination.
|
No |
| Start Date | Used to specify the date from when the bill factor is effective
for the contract. Note: The start date cannot be later than the end
date.
|
Yes |
| End Date | Used to specify the date till when the bill factor is effective
for the contract. Note: The end date cannot be earlier than the start
date.
|
No |
| Bill Factor | Used to specify the bill factor. Note: You must specify a
valid bill factor where the Contract Rider Applicability flag is set to Y.
|
Yes |