After a batch of new business is loaded, typically accounts need to be scrubbed for bankruptcy and deceased. Usually the services of third-party vendors are engaged to perform these searches. Most often than not, users need to conform to the file format requirements imposed by the vendor. In this example, we will create an export file to be sent to a vendor that requires accounts qualify based on a few conditions.
The file for this example will be a single record comma-separated values “CSV” file. The columns are as follows:
- Account Number
- Zip Code
- Social Security
- Date of Birth
An Export Mapping Definition (“EMD”) is provisioned as follows to match the above-referenced layout: