Specification des données - AG

Data File Requirements:

Item	Requirement	Details
1	Each data tab on the Specification must be provided in its own, separate file
2	All files must be provided in CSV (comma delimited) format
3	CSV files must be with Windows-style line ending (CRLF)
4	File Naming Convention must follow this format exactly	Advisors.csv Companies.csv Contracts.csv
5	All columns found in each file must be included
6	All column headings found in each file must be included and match exactly
7	Files must be in Unicode, UTF-8 format to display accents properly in APEXA

Data Structure Requirements:

Item	File	Requirement	Details
1	Advisors	Must only include records of individual advisors (people)
2	Advisors	Cannot include duplicate advisor IDs	Duplicate advisor ID records will NOT be loaded into APEXA InTrust
3	Companies	Must include a record representing your organization
4	Companies	Must only include corporate entities (companies only)
5	Companies	Cannot include duplicate company IDs	Duplicate company ID records will NOT be loaded into APEXA InTrust
6	Contracts	Contractual relationships must exist at every level in the Contracts file	If you have a 4 party contract: Carrier > MGA > Corporation > Advisor, you must also include the 3-party contract: Carrier > MGA > Corporation in your data set.
7	Contracts	Cannot include duplicate contract IDs or broker codes	Duplicate contract IDs or broker codes will not be loaded into APEXA InTrust
8	Contracts	Only include Carrier contract records where your organization is the MGA

Table Diagram: