Find (Personal) Data Extract

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 DiagramFind (Personal) Data Extract - Relationship Diagram

Find (Personal) Data Extract - Relationship Diagram

Data Field Definitions

RecordType 1 (Account)

Column NameDescriptionFormat
RecordTypeRecord type indicator1
ModificationTypeIndicates where the record is to be:
A = Add
M = Modified
D = Delete
A/M/D
AccountRefYour reference number for the accountText
GivenNameThe given name of the policy holderText
FamilyNameThe family name of the policy holderText
DateOfBirthThe Date of birth of the policy holderdd/mm/yyyy
TaxReferenceThe NINO of the policy holderText

RecordType 2 (Address)

Column NameDescriptionFormat
RecordTypeRecord type indicator2
AccountRefYour reference number for the accountText
Address1Address line 1Text
Address2Address line 2Text
Address3Address line 3Text
Address4Address line 4Text
Address5Address line 5Text
PostcodePost CodeText
CountryCodeISO Country CodeISO

RecordType 3 (EmailAddress)

Column NameDescriptionFormat
RecordTypeRecord type indicator2
AccountRefYour reference number for the accountText
EmailEmail Address of the policy holderEmail

RecordType 4 (PhoneNumber)

Column NameDescriptionFormat
RecordTypeRecord type indicator2
AccountRefYour reference number for the accountText
PhoneNumberPhone number of the policy holderNumber
PhoneNumberTypeMobile/Home/Workenum

RecordType 5 (AlternameName)

Column NameDescriptionFormat
RecordTypeRecord type indicator2
AccountRefYour reference number for the accountText
AlternateNameAlternate of the policy holderEmail
AlternateNameTypeGivenName / FamilyNameenum