Add Data Intake Profile and Record

Using the Data Intake Profile Screen rule, the system will display the data intake profiles that are setup for the Group Customer.

On the Data Intake Profile Screen, the user will be able to create a new Data Intake Profile. The Intake Profiles Screen allows users to change which elements in the record XML Schema are required, the list of valid values, min/max ranges, etc. for each Intake Profile.

The list of Data Intake Definitions available will be based on the Data Intake Definitions configured by the Rules Palette and made available to the Group Customer. When the user selects a Data Intake Definition, the system will load the rule for the Data Intake Definition Rule, and present the user with all of the fields available.

Profiles present the general information for the Profile such as the name, effective from and to dates, the current status, and an action column for deleting the profile. The Profile Definition type defines the purpose of the profile. For example, Billing, Enrollment, Participation, etc...

Steps to Add Data Intake Profile

  1. Open the Group Customer (using Search for a Customer).
  2. Click Data Intake link on the Group Customer Entity Navigation menu. The Data Intake Profiles Screen will open with “Profiles” (default) and “Files” tabs.
  3. Select the profile type from the Add Intake Profiles drop down and click the Add on the right to it. (mouse on the button to read the tool tip Add Intake Profile of the Add button). A new row is inserted in the table with profile fileds.
  4. Enter all of the fields "Intake Profile Name, Record Member ID Field Name, Record Member ID Field Type, Effective From Date, Expiration Date" for the Data Intake Profile.
  5. Click Save.The profile will be available for use in Data Intake.
Important   The default Status will be “Setup” when the profile is initially created in OIPA. The radio button selection for Status allows the user to filter the profiles according to the status listed. Additional statuses can be configured in AsCodeIntakeProfileStatus for filtering within OIPA.

Edit and Set Status for the Profile

The profiles created are listed in the tabular view in the Data Intake Profile screen with a default status. Click the profile record row ( row expander button), the row expands with displaying the File Details and Record Details tabs.

File Details Tab

File Details tab contains the fields created in the Intake Profile Definition Rule. The display contains a combination of fixed and configurable fields. The fixed fields are Profile Name, Record ID Field Name, Record ID Field Type, Effective From and To dates.

Record Details Tab

The Record Details tab includes a Entity drop down list which the user can select the and the field values of that entity. Also, there is a provision to undo the edit changes.

View Profile Status

The user can apply the status filters to view the profile status by selecting the "Active, Inactive, Pending QA Approval, Setup, All" radio buttons on the Data Intake screen under the Profiles tab.

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