Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Portfolio Fields: Import Preparation

NOTE: This feature might not be available in your version of the application since it is not part of the standard application.

The following table contains specific information about setting up your CSV file before importing the portfolio accounts into Siebel CRM On Demand. This information supersedes the guidelines for field data types, for further information, see Field Type Guidelines for Importing Data. 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 the user has changed.

Default Portfolio Account Field Name

Data Type

Maximum Length

Comments

Account Currency

 

Picklist

15

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Account Number

 

Text

100

 

Account Type

 

Picklist

30

Default valid values: Annuity Contract, Group Policy, 401K, Checking, IRA, Life Insurance, Mutual Fund, Savings, and Other.

Annual % Rate

 

Number

15

 

Cancelled/Sold Date

 

Date

7

 

Credit Limit

 

Currency

20

 

Effective Date

 

Date

7

 

Expiration Date

 

Date

7

 

External Unique ID

 

Text

30

 

Face Value

 

Currency

20

 

Institution

 

Text

100

 

Institution Location

 

Text

50

 

Loan Amount

 

Currency

20

 

Maturity

 

Date

7

 

Premium

 

Currency

20

 

Primary Owner ID

 

Text

50

 

Product

 

Text

50

 

Purchase Date

 

Date

7

 

Revenue

 

Currency

20

 

Risk Class

 

Text

50

 

Status

 

Picklist

30

Default valid values: Active, Pending, Quote, Terminated, and Closed.

Term

 

Number

20

 

Term Unit

 

Picklist

20

Default valid values: Day, Week, Month, and Year.

Total Asset Value

 

Currency

20

 

Valuation Date

 

Date

7

 

Institution External ID

 

Text

30

Institution links to account.

Product External ID

 

Text

30

 

Related Topics

Portfolio Accounts

Field Type Guidelines for Importing Data

Importing Your Data


Published May 2008