The following column header will determine the third product, which will be assigned to the applicant(s) case.
Header Name | Description | Format Information | Mandatory Field | Notes |
InsuranceSubType-3 | PRODUCT TYPE/NAME | Building & Contents | Yes (if a B&C product is present) | Exact product name required |
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Description |
Building & Contents |
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The following column headers determine the product information to be assigned to the product above.
Header Name | Description | Format Information | Mandatory Field | Notes |
3-ReferenceNo | Product reference | A/12345-Z | ||
3-ReferenceNo2 | Internal reference | A/12345-Z | ||
3-Adviser | Protection Adviser | John Smith (Exact system user name) | Please ensure users have been created in the system before uploading this data | |
3-Administrator | Protection Administrator | John Smith (Exact system user name) | Please ensure users have been created in the system before uploading this data | |
3-Provider | Lender / Provider | Paymentshield | ||
3-TaskText | Other useful product info | Free Text area | ||
3-Status | Product workflow status | New Enquiry | Exact workflow stage name required | |
3-Premium | Product premium | 12345.00 | Do not include comma or pound signs | |
3-SumAssured | Main sum assured | 12345.00 | Do not include comma or pound signs | |
3-Term | Product term | 12 | Please only enter this value in MONTHS | |
3-DateWritten | Product written date | dd/mm/YYYY | ||
3-OnRiskDate | Product on-risk date | dd/mm/YYYY | ||
3-FollowupDate | Date for next chase-up | dd/mm/YYYY | ||
3-AddressText | Associated security address | 123 The Street | ||
3-Postcode | Associated security address postcode | BS20 0DD | ||
3-YearBuilt | Security property year built | YYYY | ||
3-NoBedrooms | Security property bedroom number | 5 | ||
3-PropertyType | Security property type | PK Number |
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