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Please name your file as: YYYYMMDD-placement.csv e.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

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Download the template here ↓

YYYYMMDD-placement.csv

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
email	No	string	morgan@example.com
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>