Data Intake Family Records Overview

Data Intake provides the Group Customer with the ability to send files of data specific to employee/sponsor changes/additions.

The data intake files include both updates (changes and terminations) and new record information for employee and dependents.

The information is handled via a standardized format known as Family Neutral Record or FNR.

Information Received

The data in the files may result in changes such as the following:

How it Works

OIPA is responsible for receiving a file and corresponding family records, and executing the file as a set of changes to entities in the system. Each Family Record contains the information to be processed on an employee and dependents for a Group Customer. The file will contain an identifier for the Group Customer to easily identify the employee and related dependents for the Group Customer. The IDs are used to identify the file type from the Group Customer Data Intake Preferences (typically identified on the Group Customer Screen) and the identification of the file type being received. See Data Intake File Types for more information.

Data Intake Process Flow - OIPA

OIGPA Data Intake File Process Flow

Flow of Processing Diagram - OIPA

Importing the File

The Group Customer sends the file to the client. OIPA will receive the file and corresponding family records. The file will be executed as a set of changes to entities in the system.

Loading the File

The file may be loaded onto the Company's system responsible for handling incoming files submitted by the Group Customer. The Company's system submits each Group Customer file to OIPA as a separate file.

OIPA Bridge: Listens for messages from the Company's system handling incoming files. The OIPA Bridge is also responsible for making the appropriate calls to OIPA to load and process files.

Calculate Missing Records

The calculation of missing records only applies if the configuration is present in the Intake Profile Definition the file is using for processing. This process involves a look up performed by OIPA for all the FNRs that have ever been received for a Group Customer and Intake Profile. Each member record in an FNR is reviewed to determine missing members for the current file.

The process varies for a Full-Population File versus a Changes Only File.

Important   To reference the Data Intake Solution document for more details on the calculation of missing records - outside of CSR Guide***

Pre-Processing

OIPA will perform the following Data Intake functions:

Threshold Processing

Threshold Processing is the next step after all records for the file have completed Pre-Processing.

After Pre-Processing has completed, activities have been created, information, changes, warnings, and statuses have been stored in OIPA.

Threshold processing runs Math in order to calculate statistics, executes Validate Expressions in order to determine if a file is valid and able to be processed, and if so, activities generated for the records in the file are processed.

Processing and Execution of Activities

Process Data Intake Transaction:

A Data Intake Record Transaction / Data Intake Transaction exercises the record. The Intake Record Transaction contains the following:

Note: Activity Sequencing Process creates the activities, but does not process them. The activities are processed after the threshold processing completes for the file.

When the Data Intake Transaction completes, the information for a single transaction, including the warnings and changes are stored in the system.

Threshold Processing - Pending Validation

Included as part of the file processing, Threshold Processing holds the records as 'Pending Validation' until all records complete processing and the File Validation can execute.

Execute Activities

After the file is successfully validated, all records are moved from pending validation to pending execution status. The OIPA Grid processes the activities. The OIPA Grid supports parallel, high volume execution of tasks across a grid of interconnected computing nodes.

File Record Spawns and Rollbacks

OIPA will support reversal of the last file that was successfully processed.

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