Customer Relationship and Outreach Data

[
  "351:00"
]

{
  "fn": "Export Import Bank - Office of Chief Financial Officer 202-565-3946, Option 0",
  "@type": "vcard:Contact",
  "hasEmail": "mailto:foia@exim.gov"
}

"56"

[
  "Customer Relationship and Outreach Data",
  "DAI",
  "Data Asset Inventory",
  "EXIM",
  "restricted"
]

[
  "en"
]

[
  "351:000"
]

{
  "name": "EXIM",
  "@type": "org:Organization"
}

[
  "CIPSEA Determinations: Agencies are not expected to include this element in their comprehensive data inventories until it is reflected in the schema.",
  "FOIA Determination: Part of the data asset is exempt from disclosure under FOIA",
  "Open Data Indicator: YES - an open Government data asset",
  "Open Format Indicator: YES – subject to open format",
  "Open License Requirement: YES – subject to open license requirements",
  "Public Data Asset Indicator: YES - a public data asset eligible for disclosure in the Federal Data Catalog",
  "Restrictions: Privacy; Restrictions: Business Confidentiality"
]

{
  "access": "EXIM.gov",
  "location": "Continental United States",
  "sourceID": "56",
  "sourceFile": "EXIM Data Asset Inventory_wID_2026-10-05.csv",
  "restrictions": "Restrictions: Privacy; Restrictions: Business Confidentiality",
  "inventoryName": "Data Asset Inventory (DAI)",
  "dataAssetOwner": "EXIM",
  "foiaDetermination": "Part of the data asset is exempt from disclosure under FOIA",
  "openDataIndicator": "YES - an open Government data asset",
  "responsibleAgency": "EXIM",
  "openFormatIndicator": "YES – subject to open format",
  "variableDefinitions": "Attended Webinar: Indicates whether a contact, lead, or customer attended a webinar.
Webinar Registration: Indicates whether an individual registered for a webinar.
Webinars Attended: List or count of webinars attended by an individual.
Consultation Request from Webinar: Indicates whether a consultation was requested as a result of a webinar.
Submitted Consultation Request: Indicates whether a consultation request has been submitted.
Last Consultation Request Date: Date of the most recent consultation request.
Became a Lead Date: Date the individual became a lead.
Became a Marketing Qualified Lead Date: Date the lead became a marketing-qualified lead.
Became a Sales Qualified Lead Date: Date the lead became a sales-qualified lead.
Became a Customer Date: Date the lead or contact became a customer.
Became an Opportunity Date: Date the lead or contact became an opportunity.
Recent Conversion Name: Name of the most recent engagement conversion activity, such as an event registration, download, or form submission.
Emails Opened: Number of marketing emails opened by the individual.
Pages Viewed: Number of website pages viewed by the individual.
Website Visits: Number of website visits recorded for the individual.
Company Interests: Programs, products, services, or initiatives in which the customer has expressed interest.
Special Interests: Customer characteristics or focus groups such as minority-owned, women-owned, veteran-owned, or rural businesses.
Lead Source: Origin of the relationship or how the individual became known to the organization.
Referred By User: User who made the referral.
Referral Type: Type of referral provided or received.
Referred To: Organization, program, or partner receiving the referral.
Referred Date: Date the referral occurred.
REPP Referred By: REPP organization that referred the customer or lead.
Referring REPP Member Name: Name of the REPP member making the referral.
Last REPP Referral Date: Date of the most recent REPP referral.
Partner Account: Partner organization associated with the engagement, referral, or opportunity.
Broker: Broker associated with the customer, referral, or opportunity.
Lender: Lender associated with the customer, referral, or opportunity.
Designated Contact: Primary contact for engagement, referral, consultation, or partner interaction.
Other Organizations Involved: Additional organizations participating in the engagement, referral, or event.
REPP Account: REPP organization associated with an engagement or event.
SBA Partner Indicator: Indicates participation by the Small Business Administration.
Activity Type: Type of engagement activity such as phone call, email, meeting, webinar, or outreach.
Client Care Activity Type: Specific customer care or outreach activity category.
Category: Classification of engagement activity such as virtual meeting, in-person meeting, or telephone call.
Subject: Subject or title of the engagement activity.
Description: Narrative details regarding the engagement, consultation, referral, or event.
Disposition: Outcome of an engagement activity, such as connected, voicemail left, or email sent.
Substantive Contact: Indicates whether meaningful interaction occurred between the organization and customer or partner.
Engagement Date: Date of a consultation, outreach, meeting, webinar, or other engagement activity.
Notes/Comments: Additional notes regarding engagement activities, referrals, consultations, or partner interactions.
Outcome: Result of the engagement, consultation, referral, or outreach activity.
Campaign Type: Category of outreach campaign, such as webinar, email, referral, conference, advertising, or partner campaign.
Campaign Description: Description of the purpose and content of the campaign.
Campaign Status: Current status of the campaign.
Campaign Start Date: Date the campaign began.
Campaign End Date: Date the campaign ended.
Campaign Case Type: Type of marketing or outreach campaign associated with a case.
Number of Contacts/Leads: Number of individuals included in or targeted by the campaign.
Campaign Member Status: Participation or response status of an individual within a campaign.
Campaign Lead Source: Source through which a campaign participant was acquired.
Co-Branded Indicator: Indicates whether campaign materials were jointly branded with an external partner.
Outreach Event Name: Name of the outreach event.
Event Purpose: Purpose or objective of the event.
Event Type: Classification of event such as conference, webinar, trade show, seminar, training session, or trade mission.
Event Format: Delivery format of the event, such as in-person, virtual, or hybrid.
Event Start Date: Date the event began.
Event End Date: Date the event ended.
Event Location: City, state, country, or geographic location where the event occurred.
Region: Geographic region associated with the event.
Number of Attendees: Number of participants attending the event.
Who Attended: Individuals or organizations that attended the event.
Presentation Name: Title of a presentation delivered at the event.
Speaking Role: Indicates whether an individual served as a speaker, presenter, moderator, or panelist.
Rural Event Indicator: Indicates whether the event was intended for or focused on rural audiences.
MWOB Organization: Minority-, women-, or veteran-owned organization associated with the event.
Target Audience Indicator: Indicates whether the event targeted specific business or demographic groups.
Account Who Attended: Organization that attended the event.
Contact Who Attended: Contact who attended the event.
Lead Who Attended: Lead who attended the event.
Purpose: Purpose of a trip, meeting, consultation, outreach activity, or partner engagement.
Expected Results: Anticipated outcomes from an engagement, consultation, event, or trip.
Actual Results: Outcomes achieved from an engagement, consultation, event, or trip.
Key External Contacts: Significant external stakeholders involved in the engagement.
Follow-up Actions: Planned next steps resulting from an engagement, consultation, referral, or event.
Participants: Individuals who participated in the trip, event, meeting, consultation, or outreach activity.
Highlights & Accomplishments: Significant achievements, outcomes, or successes resulting from an engagement or event.",
  "cipseaDeterminations": "Agencies are not expected to include this element in their comprehensive data inventories until it is reflected in the schema.",
  "openLicenseRequirement": "YES – subject to open license requirements",
  "publicDataAssetIndicator": "YES - a public data asset eligible for disclosure in the Federal Data Catalog"
}

{
  "bbox": "POLYGON((-125 24, -66 24, -66 50, -125 50, -125 24))",
  "@type": "Location",
  "prefLabel": "Continental United States"
}

[
  "Customer Relationship and Outreach Data"
]