Add Data Intake Profile and Record

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

On the Data Intake Profile Screen, the user can 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 tab on the Group Customer Entity Navigation menu. The Data Intake Profiles Screen appears with Profiles, Files, and History tabs. By default, the Profiles tab opens.

  3. Select the profile type from the Add Intake Profiles drop-down list and click the Add Intake Profiles icon on the right of it then the <Definition Name> window appears.

  4. Enter the required fields for the Data Intake Profile. These fields are configurable in the Rules Palette.

  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 are listed in the tabular view in the Data Intake Profile screen with a default status, Setup. Click the <Profile Name>. The <Profile Name> window appears displaying the File Details and Record Details tabs.

  • The File Details are displayed by default with profile details. Edit the details and click the status button (Activate/Deactivate).

  • Click the Record Details tab and select the required Entity Name from the drop-down list. The fields for the selected entity are displayed in a tabular view with the Edit icon in the Action Column. Click the Edit icon and edit the details for the field. On finishing the edit, click the status button (Activate/Deactivate)

File Details Tab

The File Details tab contains the fields created in the Intake Profile Definition Rule. It displays a combination of fixed and configurable fields. The fixed fields are Intake Profile Name, Record Member ID Field, Record Member ID Field Type, and Effective Date.

Record Details Tab

The Record Details tab includes an Entity drop-down list that the user can select and the field values of that entity. The field values can be updated using the Edit edit_icon icon. You can also undo the changes using the Undo undo_icon icon.

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.