Bulk Opt-out is to update a large number of accounts that are eligible to Opt-Out, and Admin user has the permission to do the Bulk Opt-Out. There is an option to bulk upload a CSV or Excel file with Opt-out accounts on the customer page:
The file to be uploaded
The file must contain below fields:
Account ID
Contract ID (contract reference of the ESF contract to be opted-out)
Bulk Opt-Out validation:
Account Number and Contract number should be validated, if these number are not validated then they should not be processed and they should shown as not being processed in the preview.
Test:
Preview:
N.B: Users can upload a file with a maximum of 2000 entries in a single submission.
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