Classification File
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The Classification File (files with extension cl.csv) contains user-defined optionee attributes, which the system can link to the option grant information by matching the grant ID to a grant already uploaded to the database.  The attributes will be used to classify (group) options into different categories based on the user-defined criteria.

There are five user-defined fields, however only the first user-defined field is currently used.

When grouping options for valuation purposes, the first user-defined field is used. This field may represent virtually any type of optionee status, such as rank, pay grade, seniority, or other attribute. This classification is normally used as “employee rank” information to group options for valuation purposes.

Insertions and Modifications

Upload file can contain both new records, and updates to existing records.
A row is uniquely identified by the Grant ID.

If there is more than one record in the Classification file with the same Grant ID, the system will assume that the last record is supposed to update the previous record(s).  The previous record(s) will be lost and no validation error will be reported.


Deletions
To delete a record, you can add a record in an acceptable .CSV file format that contains only the Grant ID. Deletion records can be in the same file as insertion and modification records. 

File Format
#
Field Name
P =Required
Field Type
Sample Field
Description
1
Grant ID
P
Alpha-Numeric (40)
2001EAH
Links to Grant information
2
User1
P
Alpha-Numeric (40)
Manager
User defined value
Default = Null
3
User2
 
Alpha-Numeric (40)
Phoenix
User defined value
Default = Null
4
User3
 
Alpha-Numeric (40)
Accounting
User defined value
Default = Null
5
User4
 
Alpha-Numeric (40)
“United States”
User defined value
Default = Null
6
User5
 
Alpha-Numeric (40)
English
User defined value
Default = Null


Examples

To properly load, fields in each row of the file must be in the following sequence:
GrantID, User1, User2, User3, User4, User5
                                         

Examples of valid lines in an Classification File are as follows (note the extra comma used to identify the missing optional User3 field in the second example):

#GrantID, User1, User2, User3, User4, User5
Grant1, Manager, Phoenix, Accounting, “United States”, English
Grant3, Employee, Denver, , Mexico, Spanish