Data Intake File and Record Screens

Data Intake provides the Group Customer with the ability to process intake files of data specific to employee/sponsor changes/additions as well as Policy Coverage data. The data intake files include both updates and new records. Initially the files are received at a group/batch level via a transaction at the Group Customer level or from the group files processed by AsFile or a similar data intake utility. The requested changes are distributed within our system as individual transactions. The generated individual transactions will be easily identifiable to the intake file from which they were created. A multi-customer file received from a TPA will be split by Group Customer before being applied to OIGPA.

How it Works

Data Intake allows navigation through the intake files received at the Group Customer level or through individual AsFile requests. Each Family Record contains the information that needs 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 as well as an identifier for the Data Intake Agreement ID. The File ID provides a unique reference to the instance of the data intake Agreement ID and the Group Customer ID. 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.

You will have the ability to view the status of the client/policies linked to the files. In addition, you may view the number of individual policy/certificate level transactions expected, actual, pending, shadowed, and pending. The individual transactions will be linked to the intake file via a unique Source File ID. Displayed activities and values are displayed in an inquiry/view access and only in descending order (not configurable). Lastly, Activity Group provides the capability for the user to reverse all activities linked to a file - both pending and active.