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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 Name

Description

Mandatory

Brand

Brand + Portfolio combination maps to CreditorId in the Credit Clear Digital platform.

Yes - If client the only has multiple brands
No - Otherwise

Portfolio

Brand + Portfolio combination maps to CreditorId in the Credit Clear Digital platform.

No

Client Reference No

Represents a unique ID for the claim when available.

No

Claim Number

The 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

Status

Represents 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 Name

The third-party first name

Yes - If the third-party last name or company name is not supplied
No - Otherwise

Third-Party Last Name

The third-party last name

Yes - If the third-party first name or company name is not supplied
No - Otherwise

Third-Party Company Name

The third-party company name

Yes - If the third-party first name or last name is not supplied
No - Otherwise

Third-Party DOB

The 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 Code

The 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 Location

The third-party location.

No

Third-Party Mobile

The 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 Email

The 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 Preference

This 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 Registration

The third-party vehicle registration

Yes

Third-Party Rego state

The third-party registration state

No

Third-Party Vehicle Colour

The third-party vehicle colour

No

Third-Party Vehicle Year

The third-party vehicle year

No

Third-Party Vehicle Model

The third-party vehicle model

No

Third-Party Vehicle Make

The third-party vehicle make

No

Incident date or Date of loss

The date when the incident occurred

Yes

Incident Cause

The cause of the incident

No

Incident Location

The location where the incident occurred

No

Incident Description

The description of the incident

No

Insured First Name

The insured first name

No

Insured Last Name

The insured last name

No

Insured Company Name

The insured company name

No

Insured DOB

The insured date of birth

No

Insured Mobile

The insured mobile number

No

Insured Vehicle Registration

The insured vehicle registration number

No

Insured Vehicle Registration State

The insured vehicle registration state

No

Insured Vehicle Year

The insured vehicle's year of manufacture

No

Insured Vehicle Make

The insured vehicle make

No

Insured Vehicle Model

The insured vehicle model

No

Recovery Amount

This 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 number

When 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

SendInstantMessages

This field enables you to send instant messages to customers using pre-configured message templates. These templates can be set up in the client portal.

The supported instant message types are:
Sms
Email

The value must be a string that includes the desired instant message types, separated by your chosen delimiter. For instance, to send both SMS and Email messages, the value should be formatted as Sms:Email, with the colon serving as the separator

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.