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.

Updated about 1 month ago