Posted: 13 Aug 2018 15:19 EDT Last activity: 20 Aug 2018 10:25 EDT
Validations in Contacts File Loader in Sales Automation for Insurance
CNO will be using File Loaders to load nearly 113 Million contacts in to the Pega database. Can someone outline what all validations that is done by the File Loader? This would help us understand what is missing and what needs to be done additionally.
Below are the validations fired at contact level in sales automation application:
Date of Birth must not be in future.
Territory ID must not be empty.
Home email and work mail must be unique when compared with other contacts.
If Address is added, then one address type must be marked as primary.
If at least one address is added, Address Type must not be null and must be unique.
Address state must be a valid field value.
If contact is associated to any organization, Then that must be a valid Organization ID
Similarly, If contact is associated to any B2B account, Then that must be a valid Account ID. Also, Account must belong to the specified organization.
If a contact reports to any other contact, It must be a valid contact ID and must not be resolved. Also, if contact is associated to any org, the reports to contact must also belong to the same organization