Data Intake Pre-Processing
Pre-Processing for records is defined through the Intake Profile Definition, Intake Profile, and Data Intake Transaction.
Pre-Processing
The Data Intake File will be evaluated against the Data Intake Profile during Pre-Processing. The evaluation determines which Data Intake Profile to use during processing.
The evaluation takes the last successfully completed file and compares that to the newly received file. The results of the comparison between the incoming record and the established profile will determine the appropriate action to be taken prior to processing the file.
Records are processed in record groups according to the Family Neutral Record they belong to. Records are processed according to the order in which they were submitted to OIPA by the Company's system for handling file requests.
Pre-Processing involves the following steps:
- Validate the Fields in the record.
- The field validations are defined in the Intake Profile and Intake Profile Definition. Errors and warnings may be generated at this time.
- Calculate the changes for the record.
- Changes can be calculated against the prior record for the member. The rules configured in the Rules Palette define how changes are calculated.
- Execute Math to perform calculations and generate the map of activities (Activity Sequence Process) to be run in the system.
- Math is run for the record, provided the changes, errors and warnings, record data, and profile fields.
- Activities are generated to create an activity sequence to transmit the changes for the record in the system.
- Execute business rules for the record.
- Attached business rules such as Validate Expressions are executed for the record.
- Information in the Math can be tested as well as the conditions in the record and the outcome may result in failing the record.
- "Blocked Status" rules - Blocking Rules will be consulted to determine if other records in the FNR can continue to process.
- A "Blocked Status" will be placed on a primary member/sponsor record if a fatal error occurs, then processing will halt for all subsequent records for this FNR.
- A "Blocked Status" will be placed on a dependent record if a fatal error occurs and processing will halt for subsequent records in the FNR pertaining only to that dependent that failed.
- Store the Activity Sequence Process and any additional data set while running the Pre-Processing configuration.
- Threshold processing is executed.
- Run File Level Processing to determine if the file can be executed.
During processing of the file, the system uses the Unique File ID, Group Customer ID, and Intake Profile Name to locate the appropriate file for processing. Once the file is loaded into the system, the Record Transaction Processing step will begin.