Import Workflow
1) Upload each table CSV using the expected file schema. 2) Parser validates required columns and data types. 3) Valid rows are applied immediately and all dashboards switch from mock to uploaded data.
Agent Family Information
agent_family_info.csv
Required columns
sales_id, type, family_type
Agent Fraud Labels
agent_fraud_label.csv
Required columns
status, chk_start_dt, chk_end_dt, data_start_dt, data_end_dt, valid_salesname, salesid, nameid
Collection Information
collection_filter.csv
Required columns
policy_no, receipt_no, pay_period, premium_amt, premium_type_group, pay_dt
Loan Information
loan_info.csv
Required columns
policy_no, loan_no, loan_amt, loan_dt, receiver_type_cd, poa, reference_id, is_agent
Next Due Payment Information
next_due_filter.csv
Required columns
policy_no, plan_cd, issued_dt, party_id, sales_id, origin_salesid, payment_mode_cd, nextdue_dt, nextdue_premium_amt
Policy Information
policy_info_filter.csv
Required columns
policy_no, plan_cd, policy_status_cd, issued_dt, effective_dt, party_id, sales_id, policy_sum_assure, payment_mode_cd, policy_anp_premium_amt, policy_fyp_premium_amt, val_dt
Status Change Tracking
status_filter.csv
Required columns
policy_no, plan_cd, policy_status_cd_m1, payment_mode_cd, policy_premium_amt, payment_period, due_dt, last_pay_dt, nextdue_dt, val_dt_m1, policy_status_cd_m2, val_dt_m2