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Third Party Claim

The standard input file for Third Party Claim

File type

  • Delimited file format such as CSV
  • Excel format (*.xlsx)

Standard fields

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Column headers

Please note that the column names provided are illustrative. You have the flexibility to use your preferred column names, and we can correspondingly map them to our standard input fields.

Column NameDescriptionMandatory
BrandBrand + Portfolio combination maps to CreditorId in the Credit Clear Digital platform.Yes - If client the only has multiple brands
No - Otherwise
PortfolioBrand + Portfolio combination maps to CreditorId in the Credit Clear Digital platform.No
Client Reference NoRepresents a unique ID for the claim when available.No
Claim NumberThe claim number is used as a unique ID when the Client reference is not available.Yes
Payment Reference Number (PRN)The payment reference number is associated with the claim.No
StatusRepresents the status of the claim.

Supported values are:
Active: The claim is eligible for appropriate treatment on the platform, and the customer can view the link and interact with the portal.
Hold: Platform activities such as campaign communication, payment plans, etc will be paused for this claim
Closed: The claim is closed in the system. The customer can perform no activity on the platform
Yes - If UPDATE on claims are also sent in file
No - If only NEW claims are sent in file
Third-Party First NameThe third-party first nameYes - If the third-party last name or company name is not supplied
No - Otherwise
Third-Party Last NameThe third-party last nameYes - If the third-party first name or company name is not supplied
No - Otherwise
Third-Party Company NameThe third-party company nameYes - If the third-party first name or last name is not supplied
No - Otherwise
Third-Party DOBThe third-party date of birth

If customer verification is required, providing this field is recommended as part of the 3-point verification challenge.
No
Third-Party Postal CodeThe third-party postal code

In the event of natural disasters or special events affecting certain postcodes, this field allows clients to halt communications promptly. Therefore, if this field is accessible, it’s highly recommended to include this field.

If customer verification is required, providing this field is recommended as part of the 3-point verification challenge.
No
Third-Party LocationThe third-party location.No
Third-Party MobileThe third-party mobile

If customer verification is required, providing this field is recommended as part of the 3-point verification challenge.
Yes - If the client has a mobile-only workflow
No - otherwise
Third-Party EmailThe third-party email

If customer verification is required, providing this field is recommended as part of the 3-point verification challenge.
No
Third-Party Communication PreferenceThis field specifies the customer’s communication preference, also referred to as the preferred method of contact. It’s important to note that the system may still use other provided methods for communication.

The supported values are:
Mobile
Email
No
Third-Party Vehicle RegistrationThe third-party vehicle registrationYes
Third-Party Rego stateThe third-party registration stateNo
Third-Party Vehicle ColourThe third-party vehicle colourNo
Third-Party Vehicle YearThe third-party vehicle yearNo
Third-Party Vehicle ModelThe third-party vehicle modelNo
Third-Party Vehicle MakeThe third-party vehicle makeNo
Incident date or Date of lossThe date when the incident occurredYes
Incident CauseThe cause of the incidentNo
Incident LocationThe location where the incident occurredNo
Incident DescriptionThe description of the incidentNo
Insured First NameThe insured first nameNo
Insured Last NameThe insured last nameNo
Insured Company NameThe insured company nameNo
Insured DOBThe insured date of birthNo
Insured MobileThe insured mobile numberNo
Insured Vehicle RegistrationThe insured vehicle registration numberNo
Insured Vehicle Registration StateThe insured vehicle registration stateNo
Insured Vehicle YearThe insured vehicle's year of manufactureNo
Insured Vehicle MakeThe insured vehicle makeNo
Insured Vehicle ModelThe insured vehicle modelNo
Recovery AmountThis field represents the amount to be recovered from the third party. If left empty or if this column is not present, it is assumed that no repair cost is available, and the amount defaults to 0.Yes - If UPDATE on claims are also sent in the file
No - if only NEW claims are sent in the file.
Callback numberWhen provided, this number will be displayed to customers wishing to call and discuss their claims. This is particularly useful if your company has distinct phone numbers for different customer cohorts. However, if your company uses a single phone number for all customer inquiries, this field is not necessary.No

Non-standard fields

Apart from the fields above, if there is data in your file that you feel is relevant for collections and campaigns, you can include them in your upload. The Credit Clear system can map all non-standard fields from your file and lets you use them in workflows and campaigns for the best results.

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Please let your digital solutions consultant know of non-standard fields so that we can map them appropriately in the platform.