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	{{snippet.F-ccid}}
product_group	string	100	Yes	{{snippet.F-product_group_id}}
secondary_account_id	string	100	No	{{snippet.F-secondary_account_id}}
first_name	string	100	No	{{snippet.F-first_name}}
middle_name	string	100	No	{{snippet.F-middle_name}}
last_name	string	100	No	{{snippet.F-last_name}}
address1	string	100	No	{{snippet.F-address1}}
address2	string	100	No	{{snippet.F-address2}}
city	string	100	No	{{snippet.F-city}}
state_province	string	2	No	{{snippet.F-state_province}}
postal_code	string	10	No	{{snippet.F-postal_code}}
country	string	2	No	{{snippet.F-country}}
date_of_birth	date		No	{{snippet.F-date_of_birth}}
ssn_last4	string	4	No	{{snippet.F-ssn_last4}}
gender	string	1	No	{{snippet.F-gender}}
ext_xxx	string	100	No	{{snippet.F-ext_xxx}}
EXT_LANG	string	100	No	{{snippet.EXT_LANG}}

Sample File:

cca-with-custom-fields

302 Byte

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.

Deactivation File

Data File Properties: Deactivation