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{"sheet":"Instructions","index":0,"n_rows":32,"n_cols":3,"rows_kept":32,"cut":false,"hidden":false,"merged":[[9,1,9,2],[14,1,14,2],[25,1,25,2]]}
["Collector Insight Upload Template"]
["Instructions for Use"]
[]
["This template has been created to assist you to prepare your data for upload to the CollectorInsight.com.au website. "]
[]
["To prepare your data, follow these steps:"]
[]
[1,"Extract your customer information from your internal systems."]
[2,"If Excel presents a message at the top of the screen that macros have been disabled, click \"Enable\"."]
[3,"On the \"Data Input\" tab select whether the service you will use on Collector Insight will be \"Matching an Individual\" or \"Matching at an Address\". This will let you know which fields are mandatory for that service."]
[4,"Copy and paste the required data into the columns provided in the \"Data Input\" worksheet in this file."]
[5,"This file is suitable for up to 200,000 records. If you have more than this, please contact your account manager or"]
[null,"subscriberassist.au@equifax.com "]
[6,"Mandatory information is highlighted with blue shading."]
[7,"The first column highlights any data validation errors in the data provided and the field in error. The checks for matching an individual are:"]
[null,null,"Client_Reference is mandatory"]
[null,null,"Surname and First name are mandatory, middle name or initial is optional"]
[null,null,"At least one of Gender, Date of birth and Driver's licence is required"]
[null,null,"Allowed values for Gender are M=Male, F=Female, U=Unknown"]
[null,null,"Dates should be in the following format DD/MM/YYYY"]
[null,null,"Address is mandatory, and can be provided as either unformatted or formatted"]
[null,"The checks for matching an address are:"]
[null,null,"Client_Reference is mandatory"]
[null,null,"Address is mandatory, and can be provided as either unformatted or formatted"]
[8,"Correct any data validation errors highlighted in Red in Column A."]
[9,"Once your data is ready, click the \"Create .txt file for Upload\" button. This button runs a macro that creates a .txt file in the correct format for upload and saves the file."]
[10,"Log in to CollectorInsight.com.au and click on Batch Search from the top navigation bar."]
[11,"Select the service you wish to use and the outputs you want to receive."]
[12,"Upload the batch file in the \"Input File\" field."]
[]
["If you have any problems working with this upload template or adding entities to an alert portfolio, please contact"]
["subscriberassist.au@equifax.com "]

{"sheet":"Data Input","index":1,"n_rows":8,"n_cols":29,"rows_kept":8,"cut":false,"hidden":false,"merged":[]}
["                                "]
["Collector Insight",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Service Types"]
[null,"Select service type here:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Matching at an Address"]
[null,"Matching an Individual",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Matching an Individual"]
[]
[null,"NOTE:","Mandatory fields are shaded in blue, the address can be supplied as either formatted (preferred) or unformatted."]
[]
["Data Check","Client_Reference","Family_Name","First_Name","Middle_Name","Full_Name","Gender","Date_of_Birth","Drivers_License","Last_Contact_Date","AddressLine1","AddressLine2","AddressLine3","AddressLine4","Phone1","Phone2","Phone3","Phone4","Phone5","Phone6","Account_Type","Default_Amount","Default_Date","Amount_Outstanding","Debt_Purchase_Date","Last_Payment_Date","Missed_Payment_Date","Vendor_ID","Type_of_Debt_Purchase"]

{"sheet":"Data Dictionary","index":2,"n_rows":44,"n_cols":6,"rows_kept":44,"cut":false,"hidden":false,"merged":[]}
["Input Field Name","Size","Format","Values","Example","Description"]
["Client_Reference",40,"VARCHAR",null,123456789,"Unique reference number for the record or row."]
["Family_Name",100,"VARCHAR",null,"Smith"]
["First_Name",100,"VARCHAR",null,"John","The full name can be supplied across multiple fields or returned in a single field (Full_Name)."]
["Middle_Name",100,"VARCHAR",null,"Alan"]
["Full_Name",100,"VARCHAR",null,"John Alan Smith"]
["Date_of_Birth",null,"DATE","DD/MM/YYYY","1966-06-01"]
["Gender",50,"VARCHAR","Options are:\nM (male)\nF (female)\nU (unknown0","M"]
["Drivers_License",50,"VARCHAR",null,"M15469954"]
["Last_Contact_Date",null,"DATE","DD/MM/YYYY","2013-03-12"]
["AddressLine1",200,"VARCHAR",null,"10 Arthur Street or 10 Arthur Street North Sydney NSW 2060","The address can be formatted across up to four lines or provided as an unformatted address in AddressLine1"]
["AddressLine2",200,"VARCHAR",null,"North Sydney"]
["AddressLine3",200,"VARCHAR",null,"NSW"]
["AddressLine4",200,"VARCHAR",null,2060]
["Phone1",20,"VARCHAR",null,"0299997777","Can only accept Australian numbers."]
["Phone2",20,"VARCHAR",null,"0400111333","Can only accept Australian numbers."]
["Phone3",20,"VARCHAR",null,"0298964581","Can only accept Australian numbers."]
["Phone4",20,"VARCHAR",null,"0401568798","Can only accept Australian numbers."]
["Phone5",20,"VARCHAR",null,"0411665723","Can only accept Australian numbers."]
["Phone6",20,"VARCHAR",null,"0286745524","Can only accept Australian numbers."]
["Account_Type",50,"VARCHAR","See table below","CC","Required when requesting a Score."]
["Default_Amount",10,"INTEGER",null,1023,"Whole numbers, no decimals."]
["Default_Date",null,"DATE","DD/MM/YYYY","2013-05-06"]
["Amount_Outstanding",10,"INTEGER",null,1023,"Whole numbers, no decimals."]
["Debt_Purchase_Date",null,"DATE","DD/MM/YYYY","2013-07-09"]
["Last_Payment_Date",null,"DATE","DD/MM/YYYY","2013-02-03"]
["Missed_Payment_Date",null,"DATE","DD/MM/YYYY","2013-02-28"]
["Vendor_ID",50,"VARCHAR",null,"ABC Bank"]
["Type_of_Debt_Purchase",50,"VARCHAR",null,"Forward Flow"]
[]
[]
["Consumer Account Type Code Table"]
["Code","Description"]
["AL","Auto Loan"]
["CC","Credit Card"]
["CA","Charge Card"]
["OD","Overdraft"]
["PF","Personal Loan (fixed term)"]
["PR","Personal Loan (revolving )"]
["RE","Equipment Hire or Rental"]
["RM","Real Property Mortgage"]
["TC","Telecommunications Services"]
["UA","Utilities"]
["OT","Other Account type"]

{"sheet":"Mandatory Fields by Service","index":3,"n_rows":24,"n_cols":10,"rows_kept":24,"cut":false,"hidden":false,"merged":[]}
["Data Field","Address Cleansing","Change of Address","Data Enhancement","Single Customer View","Credit Data Append","Contact Update","Phone Number Update","Debtor Profiling Package","Score Data Append"]
["Client Reference","M","M","M","M","M","M","M","M","M"]
["First Name","NR","M","O+*","M","M","M","M","M","M"]
["Middle Name","NR","O","O*","O","O","O","O","O","O"]
["Surname","NR","M","O+*","M","M","M","M","M","M"]
["Gender","NR","O+","O+","O+","M","O+","O+","M","M"]
["DOB","NR","O+","O","O+","O+","O+","O+","O+","O+"]
["Driver’s Licence","NR","O+","O","O+","O+","O+","O+","O+","O+"]
["Address","M","M","M","O+","M","M","M","M","M"]
["Phone","NR","NR","O","NR","NR","NR","NR","O","NR"]
["Account Type","NR","NR","NR","NR","O","NR","NR","O","M"]
["Default Date","NR","NR","NR","NR","O","NR","NR","O","O*"]
["Default Amount","NR","NR","NR","NR","O","NR","NR","O","O*"]
[]
[]
[]
[]
["M = Mandatory"]
["O = Optional"]
["O+ = At least one of these fields is required"]
["O* = Required for DRS Scores."]
["NR = Not relevant"]
[]
["*These fields are only required for variables that are matched at an individual level"]

{"sheet":"Equifax Upload","index":4,"n_rows":2,"n_cols":28,"rows_kept":2,"cut":false,"hidden":false,"merged":[]}
["Client_Reference","Family_Name","First_Name","Middle_Name","Full_Name","Gender","Date_of_Birth","Drivers_License","Last_Contact_Date","AddressLine1","AddressLine2","AddressLine3","AddressLine4","Phone1","Phone2","Phone3","Phone4","Phone5","Phone6","Account_Type","Default_Amount","Default_Date","Amount_Outstanding","Debt_Purchase_Date","Last_Payment_Date","Missed_Payment_Date","Vendor_ID","Type_of_Debt_Purchase"]
["1234","kum","shan",null,"shan kum","m",31048,"12345678",null,"10 crane st homebush"]