Mass Contract Rider Update CSV Format
The following table lists and describes the columns that should be available in the CSV file while updating contract rider information of multiple contracts at once through an upload request:
| Sr. No. | Column Name | Description | Mandatory (Yes or No) |
|---|---|---|---|
| 1 | Account Identifier Type | Used to specify the account identifier type. Note: You must
specify an account identifier type which is already defined in the
system.
|
Yes (Conditional) Note: This data is required when the account
ID and contract ID are not specified in the record.
|
| 2 | Account Identifier | Used to specify the account identifier. Note: The system derives
the account using the given account identifier type and account identifier
combination when the account ID is either not specified or is invalid
in the record.
|
Yes (Conditional) Note: This data is required when the account
ID and contract ID are not specified in the record.
|
| 3 | Account ID | Used to indicate the account whose contract you want to update. | Yes (Conditional) Note: This data is required when the following
conditions are met:
|
| 4 | Contract Type | Used to indicate the type of contracts whose details you
want to update. Note:
If the contract ID is not specified in the record, the system derives the active contracts of the account which are created using the specified contract type, and then updates the contract rider information of the respective contracts. You must specify a contract type which is already defined in the system. |
Yes (Conditional) Note: This data is required when the contract
ID is not specified in the record.
|
| 5 | Contract ID | Used to indicate the contract whose contract rider details you want to update. | No |
| 6 | Start Date | Used to specify the date from when the bill factor is effective
for the contract. Note:
You must specify the date in the YYYY-MM-DD format. The start date cannot be later than the end date. |
Yes |
| 7 | End Date | Used to specify the date till when the bill factor is effective
for the contract. Note:
You must specify the date in the YYYY-MM-DD format. The end date cannot be earlier than the start date. |
No |
| 8 | 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 |
The CSV file should contain the columns in the above mentioned sequence.
Before uploading the file, ensure that the column headers specified in the CSV file are mapped to the schema of the respective upload request business object through data mapping in the upload request type. Otherwise, erroneous results might occur. For more information, see Mapping Data and Configuring Filters for an Upload Request Type.