Placement files
Placement files contain all new accounts being passed to Ophelos.
Please name your file as:YYYYMMDD-placement.csve.g.20210811-placement.csv
- Files should be sent at the frequency that you agreed with Ophelos, as well as on the agreed day (e.g. every Tuesday)
- If for whatever reason you are not able to upload a customer list on the day agreed, just let us know
Download the template here ↓
Data format
| Header | Required | Data Type | Format/Example | Description (if required) |
|---|---|---|---|---|
| account_number | Yes | string | abc12345 | client account reference number |
| balance_total | Yes | decimal | 104.49 | total amount owed by customer (£), do not add currency symbol |
| first_name | Yes | string | Morgan | |
| last_name | Yes | string | Finley | |
| dob | Yes | date | YYYY-MM-DD | |
| e.g. 1980-10-21 | customer date of birth | |||
| No | string | [email protected] | ||
| mobile | No | string | 447777888999 | |
| phone | No | string | 442012345678 | |
| address1 | Yes | string | Flat 312 | |
| address2 | No | string | 68 Hanbury St | |
| city | Yes | string | London | |
| county | No | string | Greater London | |
| postcode | Yes | string | E1 5JL | |
| country | Yes | string | United Kingdom | |
| company | No | string | company name (if business account) | |
| balance_principal | No | decimal | 100.00 | Initial amount of money borrowed |
| balance_interest | No | decimal | 2.49 | Interest applied to balance |
| balance_fees | No | decimal | 2.00 | fees applied to balance |
| monthly_recurring_bills | No | decimal | 10.00 | Value of monthly recurring bills on account (if applicable) |
| last_invoice_date | No | date | YYYY-MM-DD | |
| e.g. 2020-01-15 | The last billing date | |||
| last_payment_date | No | date | YYYY-MM-DD | |
| e.g. 2020-01-15 | Date of last successful payment by customer | |||
| agreement_date | No | date | YYYY-MM-DD | |
| e.g. 2020-01-15 | Date the agreement or service was taken out | |||
| default_date | No | date | YYYY-MM-DD | |
| e.g. 2020-01-15 | Date the customer was defaulted (if applicable) | |||
| placement_count | No | integer | 2 | How many placements this debt has had previously |
| tags | No | string | vulnerable, priority services | E.g. vulnerability, priority services register, fraud. This could be your own internal tags that you feel might be useful for us to know. |
| notes | No | string | Any customer notes you feel are relevant to the case | |
| <additional fields> | ||||
| extra_<field1> | extra client specific fields for use in data analysis and cohort segmentation. Any number of client specific columns can be added. Each column name must be prefixed by ‘extra_’ e.g. ‘extra_product_bought’ for a column relating to the product the customer purchased. | |||
| extra_<field2> |
Updated 4 months ago