Client Customer Account File
- 15 Apr 2025
- 4 Minutes to read
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Client Customer Account File
- Updated on 15 Apr 2025
- 4 Minutes to read
- Print
- DarkLight
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The Client Customer Account (CCA) file is used to populate the Relay system with valid Customer or Patient records. These records are used to validate a Customer or Patient when they are onboarded via any enabled onboarding channel.
CSV File Types
CCA CSV File
Data File Properties: Client Customer Account
Property | Data Type | Length | Required | Description |
|---|---|---|---|---|
ccid | string | 100 | Yes | The unique identifier of the Customer. |
product_group | string | 100 | Yes | The current product group identifier of the Customer. An account is associated to one and only one product group at a time. |
secondary_account_id | string | 100 | No | This field can be used to tie the Customer back to another external system. |
first_name | string | 100 | No | The first name of the Customer or Patient. |
middle_name | string | 100 | No | The middle name of the Customer or Patient. |
last_name | string | 100 | No | The last name of the Customer or Patient. |
address1 | string | 100 | No | Identifies the first line of the Customer's or Patient's address. |
address2 | string | 100 | No | Identifies the second line of the Customer's or Patient's address. |
city | string | 100 | No | Identifies the city of the Customer's or Patient's address. |
state_province | string | 2 | No | Identifies the state or province of the Customer's or Patient's address. |
postal_code | string | 10 | No | Identifies the postal code of the Customer's or Patient's address. |
country | string | 2 | No | Identifies the country of the Customer's or Patient's address. |
date_of_birth | date | No | Identifies the date of birth of the Customer or Patient. Format: yyyy-mm-dd | |
ssn_last4 | string | 4 | No | The last 4 digits of the Customer's or Patient's social security number. |
gender | string | 1 | No | Identifies the gender of the Customer or Patient. |
ext_xxx | string | 100 | No | Client defined, extensible properties to be stored with the Customer or Patient record. Each extensible property must be defined with a prefix "ext_".
|
EXT_LANG | string | 100 | No | This field can be used to designate whether the users's feed should be in English or Spanish. The header is case sensitive. Please work with your Relay Account team to ensure you have Spanish feed settings enabled as well. Values ES The user's feed should be in Spanish EN or Null The user's feed should be in English |
Sample File:
Rejection Files
A rejection report will be posted for each input file provided to Relay. The report will take on the name of the input file, with "REJECT-" appended to the front of the filename.
Files are posted to the SFTP pickup folder/sub-folder matching the file type. See File Transmissions
File formats match the input file format with the addition of an Errors column at the beginning of the file that includes the reason a record was rejected
Rejection Reasons:
Error Message | Description |
|---|---|
Ccid exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Ccid contains whitespace | There is whitespace detected in your CCID field and this is not accepted. The whitespace should be removed in order to process the record. Hint: If not immediately visible, check to see if there was a whitespace added to the end of the CCID |
Ccid not provided | There was no value in the CCID field, and this is a required field |
Product group exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Product group not provided | There was no value in the PRODUCT_GROUP field, and this is a required field |
Secondary account id exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
First name exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Middle name exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Last name exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Address1 exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
Address2 exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
City exceeds allowed length (100) | The number of characters provided in this field exceeds the limit for the field |
State province exceeds allowed length (2) | The number of characters provided in this field exceeds the limit for the field |
Postal code exceeds allowed length (10) | The number of characters provided in this field exceeds the limit for the field |
Country exceeds allowed length (2) | The number of characters provided in this field exceeds the limit for the field |
Country expected as 2 alpha characters | The number of characters provided in this field exceeds the limit for the field |
Date of birth expected as yyyy-mm-dd | The value provided in the DATE_OF_BIRTH field was in a different format than expected. The format should be yyyy-mm-dd. Hint: Re-opening a .csv file can cause the format to revert back to a different format. If you have to open the file for any reason prior to processing, we recommend updating the format for this field proactively. |
Ssn last4 expected as 4 numerical digits | The number of characters provided in this field exceeds the limit for the field |
Gender expected as 1 alpha character | The number of characters provided in this field exceeds the limit for the field |
Invalid product group: product_group | The value provided in the product group field does not match any of the values in CX Builder. Verify the product_group values with your Relay Account Team members. |
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