Overview

Find (Personal) data covers your pension schemes find details. Find requests from the Pension Dashboard Ecosystem are received and compared to the find data in the PensionHUB and the relevant matches are returned to the Ecosystem.

Download - findData.csv

Extract Overview

Find (Personal) Data Extract - Relationship Diagram

Data Field Definitions

RecordType 1 (Account)

Column Name	Description	Format
RecordType	Record type indicator	1
ModificationType	Indicates where the record is to be: A = Add M = Modified D = Delete	A/M/D
AccountRef	Your reference number for the account	Text
GivenName	The given name of the policy holder	Text
FamilyName	The family name of the policy holder	Text
DateOfBirth	The Date of birth of the policy holder	dd/mm/yyyy
TaxReference	The NINO of the policy holder	Text

RecordType 2 (Address)

Column Name	Description	Format
RecordType	Record type indicator	2
AccountRef	Your reference number for the account	Text
Address1	Address line 1	Text
Address2	Address line 2	Text
Address3	Address line 3	Text
Address4	Address line 4	Text
Address5	Address line 5	Text
Postcode	Post Code	Text
CountryCode	ISO Country Code	ISO

RecordType 3 (EmailAddress)

Column Name	Description	Format
RecordType	Record type indicator	2
AccountRef	Your reference number for the account	Text
Email	Email Address of the policy holder	Email

RecordType 4 (PhoneNumber)

Column Name	Description	Format
RecordType	Record type indicator	2
AccountRef	Your reference number for the account	Text
PhoneNumber	Phone number of the policy holder	Number
PhoneNumberType	Mobile/Home/Work	enum

RecordType 5 (AlternameName)

Column Name	Description	Format
RecordType	Record type indicator	2
AccountRef	Your reference number for the account	Text
AlternateName	Alternate of the policy holder	Email
AlternateNameType	GivenName / FamilyName	enum