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Page References

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RBINTERFACE
RBINTERFACE

Version management

Difference between version and

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[{TableOfContents }]
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\\
!!!PURPOSE
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The RBINTERFACE program creates a HIPPA ANSI 834(ANSI X12N 005010X220A1 (834) standard) File layout for reporting benefit information to carriers.
Interchange file segment ordering example\\
\\
!!!REQUIRED SET UP
!!Required Set Up
RBINTERFACE provides the capability for users to generate an ANSI X12N 005010X220A1 (834) standard
interface file from employee benefit information.
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!!Interface File Definition Set Up on [IDIF]
!Step 1 - Define User Defined Fields [IMUF] (Conditional based on carrier needs)
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High Line supplies a standard IDIF file definition, __‘HL$ANSI-X12N834’__, for use with this process.\\
The following lexicons are required for the UBEF to run, these are system provided; however we do advise to double check they are in your own database.
*[X_INTERFACE_TYPE]
*[X_INTERFACE_LEVEL]
*[X_INF_VARIABLE_NAME]
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For each vendor required, use the IDIF function and make a copy of this pre-loaded interface layout. Rename the copy to a logical naming convention for the vendor.
Use IDIF to modify the IDIF file definition to contain the required value for the vendor.\\
!Step 2 - Define Interface Format in [IDIF]
[HL$BE_PENS_FILE] is provided in the [IDIF] definitions screen as an example of a fixed format interface file.
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A mapping has been created between the IDIF and the RBINTERFACE program. \\
Only file columns that require a constant value will be needed to be defined inside this IDIF definition.\\
You should use (Copy Definition) to copy into a different Interface Code and then enter your own company data.
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*The Beginning Position may always be defined as `1`\\
*The Ending Position must be defined in order for the program to know how many characters are required for each column.\\
*The Field Type must be defined as ‘Char’\\
*Constant Value, client must define the element value in this column as it is applicable to their own installation.
\\
\\
||Rec # ||Field # ||Name/Desc ||Beg Posn* ||End Posn ||Field Type ||Constant Value
|1 |1 |Ref 17 Table Location |1 |50 |Char |Values can be:\\ P2K_HR_ASSIGNMENT_DETAILS,\\P2K_CM_POSITION_DETAILS,\\P2K_CM_DEPARTMENT_DETAILS\\If null defaults to P2K_BE_COVERAGES|
| | | | | | | |
|5 |1 |N1 Group Name |1 |500 |Char |Default "UNKOWN" if not established |
|5 |2 |N1 Group Tax ID |1 |50 |Char | |
|5 |3 |TPA Broker Name |1 |500 |Char | |
|5 |4 |TPA Broker Tax ID |1 |50 |Char | |
| | | | | | | |
|10 |1 |ISA segment Element 01 |1 |2 |Char | |
|10 |2 |ISA segment Element 02 |1 |10 |Char | |
|10 |3 |ISA segment Element 03 |1 |2 |Char | |
|10 |4 |ISA segment Element 04 |1 |10 |Char | |
|10 |5 |ISA segment Element 05 |1 |2 |Char |ISA05 = sender (usually ‘30’) |
|10 |6 |ISA segment Element 06 |1 | | |ISA06 = sender (usually a FEIN) (Navigate to IDGV and obtain clients FEIN)|
|10 |7 |ISA segment Element 07 |1 |2 |Char |ISA07 = receiver (usually ‘30’) |
|10 |8 |ISA segment Element 08 |1 |3 |Char |ISA08 = receiver (usually a FEIN) |
|10 |11 |ISA segment Element 11 |1 |1 |Char | |
|10 |12 |ISA segment Element 12 |1 |5 |Char |00501 |
|10 |14 |ISA segment Element 14 |1 |1 |Char | |
|10 |15 |ISA segment Element 15 |1 |1 |Char |ISA15 = P(Production) or T(Test) |
| | | | | | | |
|20 |1 |GS segment Element 01 |1 |2 |Char | |
|20 |2 |GS segment Element 02 |1 |7 |Char |GS02 = sender (Usually agency TIN/FEIN) |
|20 |3 |GS segment Element 03 |1 |6 |Char |GS03 = receiver (Usually carriers TIN/FEIN) |
|20 |7 |GS segment Element 07 |1 |1 |Char | |
|20 |8 |GS segment Element 08 |1 |12 |Char | |
| | | | | | | |
|50 |2 |N1(Identifier P5) segment 02|1 |60 |Char |N1P5-Payer Name |
|50 |3 |N1(Identifier P5) segment 03|1 |2 |Char |‘FI’ |
|50 |4 |N1(Identifier P5) segment04 |1 |80 |Char |N1P5-Payer Identification Code |
| | | | | | | |
|52 |2 |N1(Identifier IN) segment 02|1 |6 |Char |N102 = The name of the client group |
|52 |3 |N1(Identifier IN) segment 03|1 |2 |Char |‘FI’ |
|52 |4 |N1(Identifier IN) segment 04|1 |10 |Char |N104 = Client group TIN (or some other designation) |
\\
!!User Defined Fields (UDF) Set up on [IMUF].
||Data Base Table ||UDF Name|| Used in Segment|| ^
|P2K_BE_COVERAGES |REF_DX_LOCATION|member supplemental number('2000 REF02 DX')|
|P2K_BE_BENEFIT_RECIPIENTS|PRIME PHYSICIAN|PHYSICIAN information |
|P2K_HR_CONTACTS |MARITAL_STATUS |Marital status
|P2K_HR_ASSIGNMENT_DETAILS|REF_17|member supplemental number('2000 REF02 17')
|P2K_CM_DEPARTMENT_DETAILS|REF_17|member supplemental number('2000 REF02 17')
|P2K_CM_POSITION_DETAILS |REF_17|member supplemental number('2000 REF02 17')
|P2K_BE_COVERAGES |REF_17|member supplemental number('2000 REF02 17')
----
!!Processing Information
From selection criteria, UBEF retrieves employee basic information and primary assignment information
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\\
!!!SYSTEM PROCESSING
!!Processing Sequence
*Select all the employee records where employee has an enrolment in either filtered plan types.
*The following record segments will be written at the beginning of the file:  “ISA’, ‘GS’, ‘ST’, ‘BGN’, and ‘REF’, ‘DTP’.
*For each employee, and dependants, who are new to the medical/dental plan coverage, or terminates coverage, or has changes in coverages within the reporting period will be processed, the following record segments will be created:
\\
||Record Segment||Code||Description||Processing Conditions||
|1000A N1|P5|Plan Sponsor|One per File|
|1000B N1|IN|Insurer|One per File|
|1000C N1|TV|TPA/Broker Name|Situational|
|2000 INS|Y|Member is a Subscriber|One record only, either ‘Y’ or ‘N’|
|2000 INS|N|Member is a Dependant|
|2000 REF|0F|Subscriber Number|
|2000 REF|1L|Group Number|
|2000 REF|F6|Medicare HIC Number|Situational|
|2000 DTP|303|Maintenance Effective Date|
|2000 DTP|336|Employ Begin Date (Subscriber only)|
|2000 DTP|338|Medicare Begin Date|
|2000 DTP|339|Medicare End Date|
|2000 DTP|356|Eligibility Begin Date|
|2000 DTP|357|Eligibility End/ Termination Date|
|2000 DTP|394|Rehire Date|Situational|
|2100A NM1|IL|Member Name|
|2100A PER|IP|Member Communication Numbers|Situational|
|2100A N3| |Member Resident Street Address|Required for Subscriber segment|
|2100A N4| |Resident City, State, ZIP|Required if Segment ‘2100A N3’ is sent|
|2100A DMG| |Member Demographics|
|2100A NM1|31|Member Mailing Address|Situational|
|2100C N3| |Member Mailing Street Address|Situational|
|2100C N4| |Mailing City, State, ZIP|Situational|
|2200 DSB|2|Long Term Disability|Situational|
|2200 DTP|360|Disability Begin Date|Situational|
|2200 DTP|361|Disability End Date|Situational|
|2300 HD|001|Health Coverage Change|One record code only|
|2300 HD|021|Health Coverage Add|One record code only|
|2300 HD|024|Health Coverage Termination|One record code only|
|2300 HD|030|Maintenance Type Code Unknown|One record code only|
|2300 DTP|348|Benefit Begin Date|
|2300 DTP|349|Benefit End Date|
|2300 REF|1L|Member Policy Number|
From parameter Interface Level, the data base tables will be loaded accordingly:
*at company level: DEN / DLN / DDP / DDD / DUN / DGR / DGD / DGV
*at employee level: EID / EPS / EEM / EAS / EASD / PPRU / PPRC / ECT
*for BE only: BPT / BPN / BCG / BCGD / BCGD / BCGR / BEND / BBR / ECT
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*The following record segments will be written at the end of the file:  “SE’, ‘GE’, ‘IEA’.
From parameter Interface Level, the following information will be written to the interface file
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!!Report Parameters
Lexicon [X_INTERFACE_LEVEL] values:
|01 - EEM + EASD| *(not applicable for UBEF processing)
|02 - EEM + EASD + Contacts |* (not applicable for UBEF processing)
|10 - BE Plans | *primary Assignment and BE related data base tables are loaded \\* this level will perform IDIF Record Type 'Detail Record' for each BE plan \\*i.e. write one entry per employee for each BE plan
|11 - BE + Contacts |* (not applicable for UBEF processing).
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||Report Parameters||Description
|__Entity__ |Mandatory, LOV Available\\You must enter one entity|
|__Interface Format Code__ |Mandatory, LOV Available\\You must select an interface code defined on IDIF (Sample ‘HL$ANSI-X12N834’)|
|__ASK Partner Number__ |Used to populate Segment ‘ISA’ element ‘06’; and Segment ‘GS’ element ’02’.
|__ISA Control Number__ |Used to populate Segment ‘ISA’ element ‘13’; and Segment ‘IEA’ element ‘02’.
|__GS Control Number__ |Used to populate Segment ‘GS’ element ’06’; and Segment ‘GE’ element ‘02’..
|__Master Policy Number__ |Used to populate Segment ‘REF’ element ’02’.
|__From Date__ |The starting date used for records to be included in the file|
|__To Date__ |The ending date used for records to be included in the file|
|__Unenrolled in last days |Records marked as "Unenrolled" as of the system date - this field, will be included in this file|
|__Plan Type__ |Mandatory, LOV Available\\You must select a Benefit plan type to process (Sample Dental, Medical, Vision, Health)|
|__Plan Code__ |Optional, LOV Available\\Select a Benefit plan code to process|
|__This is a Test File__ |Value of ‘Y’ or ‘N’. Used to populate Segment ‘ISA’ element ’15’ (populate with ‘T’ for test file; and ‘P’ for production file).|
|__This is an Update File__|Value of ‘Y’ or ‘N’. Used to populate Segment ‘BGN’ element ’08’ (populate with ‘RX’ for replace action).|
|__Create File__ |Value of ‘Y’ or ‘N’. If set to 'N' no file will be created.|
|__Directory Name__ |Enter a valid directory name (Directory must be found on the database server)|
|__File Name__ |Enter a file name|
|__Include Exception__ |Value of ‘Y’ or ‘N’ (to include exception messages on the report)|
|__Exception Level__ |Values of ‘0’ to ‘9’ (more exception messages are displayed when a higher level number is used). Use Level-2 if you want to see all the records created (or will be created) on the file listed on the report.
\\
!!!RECORD LAYOUTS
!!ISA – Interchange Control Header record
__Purpose: __To start and identify an interchange of documents \\
__Repeat:__ 1\\
__Notes: __The ISA is a fixed record length segment and all positions with each of the data elements must be filled (i.e. space fill). These segments are always required\\
__Processing:__ This record is always created, one record per file.\\
__Example: __ ISA*00* *00* *ZZ*9999999*ZZ*ASK*090101*1916*U*00401*999999999*1*T*>~ \\
\\
||Segment ID||Element||Field Name||Req?||Description (HLC source)||
|ISA |01 |Authorization Info Qualifier |Y |IDIF definition Rec#10 Field#1 (constant value)
|ISA |02 |Authorization Information |Y |IDIF definition Rec#10 Field#2 (constant value)
|ISA |03 |Security Information Qualifier |Y |IDIF definition Rec#10 Field#3 (constant value)
|ISA |04 |Security Information |Y |IDIF definition Rec#10 Field#4 (constant value)
|ISA |05 |Interchange ID Qualifier |Y |IDIF definition Rec#10 Field#5 (constant value)
|ISA |06 |Interchange Sender ID |Y |7-digit Trading Partner Number assigned by ASK.(from Report run time parameter setting, ‘ASK Partner Number’)
|ISA |07 |Interchange Receiver Qualifier |Y |IDIF definition Rec#10 Field#7 (constant value)
|ISA |08 |Interchange Receiver ID |Y |IDIF definition Rec#10 Field#8 (constant value)
|ISA |09 |Interchange Date |Y |YYMMDD (system date)
|ISA |10 |Interchange Time |Y |HHMM (system time)
|ISA |11 |Interchange Control Standards ID |Y |IDIF definition Rec#10 Field#11 (constant value)
|ISA |12 |Interchange Control Version Number |Y |IDIF definition Rec#10 Field#12 (constant value)
|ISA |13 |Interchange Control Number |Y |Created by Sender \\ \\ Must be unique for each transaction (from Report run time parameter setting, ‘ISA Control Number’ )\\
|ISA |14 |Acknowledgement Requested |Y |IDIF definition Rec#10 Field#14 (constant value)
|ISA |15 |Usage Indicator |Y |"This is a Test File" set to "Yes" then value = T otherwise value = P
|ISA |16 |Component Element Separator |Y |:
\\
\\
!!GS – Functional Group Header record
__Purpose:__ To indicate the start of a functional group and provide control information \\
__Repeat:__ 1 \\
__Notes:__ Required Segment ID\\
__Processing:__ This record is always created, one record per file.\\
__Example:__ GS*9999999*BCBSKS*20090101*1916*269*X*004010~
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|GS |01 |Functional Identifier Code |Y |IDIF definition Rec#20 Field#1 (constant value)
|GS |02 |Sender’s Code |Y |IDIF definition Rec#20 Field#2 (constant value)
|GS |03 |Receiver’s Code |Y |IDIF definition Rec#20 Field#3 (constant value)
|GS |04 |Date |Y |YYMMDD (system date)
|GS |05 |Time |Y |HHMM (system time)
|GS |06 |Group Control Number |Y |Created by Sender \\ \\ Must be identical in GE02 (from Report run time parameter setting, ‘GS Control Number’)
|GS |07 |Responsible Agency’s Code |Y |IDIF definition Rec#20 Field#7 (constant value)
|GS |08 |Version/Release Code |Y |IDIF definition Rec#20 Field#8 (constant value)
\\
\\
!!ST – Transaction Set Header
__Purpose: __ To indicate the start of a transaction set and to assign a control number \\
__Repeat: __ 1 \\
__Note: __ Required\\
__Processing:__ This record is always created, one record per file.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|ST |01 |Transaction Set Header |Y |834 
|ST |02 |Transaction Set Control Number |Y |Populated with a 4-digit number and it should start with 0001. If multiple ST/SE segments are sent in one file, this number will be sequential and ascending. 
|ST |03 |Transaction Set Control Number |Y |IDIF definition Rec#20 Field#8 (constant value)
\\
\\
!!BGN – Beginning Segment
__Purpose:__ To indicate the beginning of a transaction set \\
__Repeat:__ 1 \\
__Note:__ Required Segment\\
__Processing:__ Always create this record, one per file.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|BGN |01 |Transaction Set Purpose Code |Y |00 for Original
|BGN |02 |Reference Identification |Y |Sender unique transaction set identifier code. (same as Transaction Set Control Number)
|BGN |03 |Date |Y |System Date
|BGN |04 |Time |Y |System Time
|BGN |08 |Action Code |Y |RX - Replace
\\
\\
!!REF – Transaction Set Policy Number
__Purpose:__ To identify master policy number, if available. \\
__Repeat:__ 1 \\
__Note:__ Required Segment\\
__Processing:__ This record always created, one record per file.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|REF |01 |Reference Number Qualifier |Y |38 for Master Policy Number
|REF |02 |Reference Number |Y |Master Policy Number (MPN) provided by Carrier. (from Report run time parameter setting, ‘Master Policy Number’)
|REF|03|Reference Name|Y|Client name provided by the client in IDIF
\\
\\
!!DTP – File Effective Dates
__Purpose:__ To identify employee enrollment date \\
__Repeat:__ >1\\
__Note:__ Required Segment \\
__Processing:__ This record always created, one record per file.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DTP |01 |Date/Time Qualifier |Y |007 File Effective Date
|DTP |01 |Date/Time Period Format Qualifier |Y |D8 (CCYYMMDD)
|DTP |01 |Date/Time Qualifier |Y |File Effective Date (bend.effective)
\\
\\
!!1000A N1 – Sponsor Name '
__Purpose: __ To identify the entity paying for the coverage \\
__Repeat: __ 1 \\
__Note: __Required __Segment \\
__Processing__ This record always created, one record per file.\\
\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N1 |01 |Entity Identifier Code |Y |P5 for Plan Sponsor
|N1 |02 |Name |Y |IDIF definition Rec#50 Field#2(constant value)
|N1 |03 |Identification Code Qualifier |Y |IDIF definition Rec#50 Field#3 (constant value)
|N1 |04 |Identification Code |Y |IDIF definition Rec#50 Field#4(constant value)
\\
!!1000B N1 – Payer Name
__Purpose: __To identify the insurance company providing coverage \\
__Repeat: __1 \\
__Note: __ Required Segment\\
__Processing:__ This record always created, one record per file.\\
\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N1 |01 |Entity Identifier Code |Y |IN for Insurer
|N1 |02 |Name |Y |IDIF definition Rec#52 Field#2 (constant value)
|N1 |03 |Identification Code Qualifier |Y |IDIF definition Rec#52 Field#3 (constant value)
|N1 |04 |Identification Code |Y |IDIF definition Rec#52 Field#4 (constant value)
\\
!!1000C N1 – TPA/Broker Name
__Purpose: __This loop is to be sent if a TPA or Broker is involved. A TPA is “a vendor to handle collecting insured member data if the sponsor chooses not to perform this function”. \\
__Repeat: __1 (this record is created only if the UDF ‘GI BROKER NAME’ in the DED table is not null or not blank)\\
__Note: __ Situational Segment\\
__Processing:__ This record always created, one record per file.\\
\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N1 |01 |Entity Identifier Code |S |TV for TPA
|N1 |02 |Name |S |UDF ‘GI BROKER NAME’ attached to the DED table.
|N1 |03 |Identification Code Qualifier |S |FI for Federal Tax ID
|N1 |04 |Identification Code |S |UDF ‘GI BROKER TAXID’ attached to the DEN table.
\\
\\
!!2000 INS – Insured Benefit
__Purpose: __To provide benefit information on each insured member \\
__Repeat: __>1\\
__Note: __ Required Segment ID \\
__Processing:__ One record per employee (subscriber), and one record for each dependant.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|INS |01 |Yes/No Condition |Y |Y if the member is a Subscriber. \\ \\ N if the member is a Dependent. \\
|INS |02 |Individual Relationship Code |Y |01 for Spouse \\ \\ 05 for Grandchild \\ \\ 09 for Adopted Child \\ \\ 15 for Legal Custody Dependent \\ \\ 17 for Step Child \\ \\ 18 for Self (Subscriber) \\ \\ 19 for Child or Student \\ \\ 53 for Domestic Partner \\
|INS |03 |Maintenance Type Code |Y |001 for Change. \\ \\ 021 for Add \\ \\ 024 for Termination \\ \\ 030 if Maintenance Type Code unknown \\
|INS |04 |Maintenance Reason Code |Y |01 for Divorce \\ \\ 02 for Birth \\ \\ 03 for Death \\ \\ 04 for Retirement \\ \\ 05 for Adoption \\ \\ 07 for Termination of Benefits \\ \\ 08 for Termination of Employment \\ \\ 15 for PCP Change \\ \\ 21 (preferred) for Disability (send if \\ \\ member becomes disabled. \\ \\ Maintenance Effective Date reflects \\ \\ date the member became disabled.) \\ \\ 25 (preferred) for if member becomes a \\ \\ student. Maintenance Effective date \\ \\ reflects date the member became a \\ \\ student) \\ \\ 28 for Initial Enrollment \\ \\ 31 for Legal Separation \\ \\ 32 for Marriage \\ \\ 3 for Change of Location (Address) \\ \\ AI for No Reason Given (reason \\ \\ unknown) \\
|INS |05 |Benefit Status Code |Y |A if the member is not Cobra. \\ \\ C for Cobra \\
|INS |06 |Medicare Plan Code |S |If the data is available: \\ \\ A for Medicare Part A . \\ \\ B for Medicare Part B. \\ \\ C for Medicare Part A and Part B. \\
|INS |07 |COBRA Qualifying Event Code |S |Optional
|INS |08 |Employee Status Code |Y |Subscribers Only.\\ \\ AC for Active \\ \\ RT for Retired Employee. \\ \\ TE for Terminated Employee. \\
|INS |09 |Student Status Code |S |F if the member is identified as a \\ \\ student based on the age criteria \\ \\ between Carrier and the Group. \\
|INS |10 |Handicap Indicator |S |N for No if the member is not \\ \\ handicapped/disabled. \\ \\ Y for Yes if the member is \\ \\ handicapped/disabled. \\ \\ NOTE: Only sent for disabled children. This is not sent on the Insured or Spouse. \\
|INS |11 |Date Time Period Qualifier |S |In the event of a death of the subscriber or dependent, populate with D8. \\ \\ Otherwise, leave blank. \\
|INS |12 |Date Time Period |S |Populate this date for the death of the subscriber/dependent \\ \\ NOTE: If INS11 is populated with D8, the date must also be populated. \\
\\
\\
!!2000 REF – Subscriber Number
__Purpose: __To specify identifying information \\
__Repeat: __1\\
__Note: __ Required Segment\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|REF |01 |Reference Number Qualifier |Y |0F for Subscriber Number
|REF |02 |Reference Number |Y |Subscriber’s SSN (eid.government_code)
\\
\\
!!2000 REF – Group Policy Number
__Purpose: __To identify the group or policy number \\
__Repeat: __1\\
__Note: __ Required Segment
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|REF |01 |Reference Number Qualifier |Y |1L for Group Number
|REF |02 |Reference Number |Y |Carrier will provide the number (bpn.policy_number)
\\
\\
!!2000 REF – Member Identification Number
__Purpose: __To identify the group or policy number \\
__Repeat: __1 \\
__Note: __Situational - if member is enrolled in Medicare Segment
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|REF |01 |Reference Number Qualifier |S |F6 for Medicare HIC Number
|REF |02 |Reference Number |S |UDF ‘MEDICARE HIC REF’ attached to the BPN table.
\\
\\
!!2000 DTP – Member Level Dates
__Purpose: __To identify member level dates \\
__Repeat: __>1\\
__Note: __ Required Segment\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DTP |01 |Date/Time Qualifier |Y |303 for Maintenance Effective Date (bend.effective)
|DTP |01 |Date/Time Qualifier |S |Enrollment Signature Date
|DTP |01 |Date/Time Qualifier |Y |336 for Employment Begin for subscribers only. (bend.effective)
|DTP |01 |Date/Time Qualifier |Y |338 for Medicare Begin. (bend.effecitve)\\ \\ __NOTE: __INS06 must be populated with A, B or C. \\ \\ If the member has both Medicare Part A and B, we will send earliest Effective Date and latest Termination Date between the two. \\
|DTP |01 |Date/Time Qualifier |Y |339 for Medicare End. (bend.expiry)\\ \\ NOTE: INS06 must be populated with A, B or C. \\ \\ If the member has both Medicare Part A and B, we will send earliest Effective Date and latest Termination Date between the two. \\
|DTP |01 |Date/Time Qualifier |Y |356 for Eligibility Begin (bend.effective)
|DTP |01 |Date/Time Qualifier |Y |357 for Eligibility End for terminations (bend.expiry)
|DTP |01 |Date/Time Qualifier |S |394 for Rehire Date (eem.hire_date)
|DTP |02 |Date/Time Format Qualifier |Y |D8
|DTP |03 |Date Time Period |Y |Date associated with the DTP01
\\
\\
!!2100A NM1 – Member Name __\\ ''
__Purpose: __To supply employee/member name and SSN \\
__Repeat: __1 \\
__Note: __ Required for all members\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|NM1 |01 |Entity Identifier Code |Y |IL
|NM1 |02 |Entity Type Qualifier |Y |1 for Person
|NM1 |03 |Name Last |Y |Last Name (eid.Last_name)
|NM1 |04 |Name First |Y |First Name (eid.First_namee)
|NM1 |05 |Name Middle |N |Middle Name (eid.middle_name)
|NM1 |07 |Name Suffix |N |Suffix (eid.rank)
|NM1 |08 |Identification Code Qualifier |Y |34
|NM1 |09 |Identification Code |Y |SSN – Required for all members on the contract. (eid.government_code)
\\
\\
!!2100A PER – Member Communications Numbers
__Purpose: __To supply member contact information \\
__Repeat: __1\\
__Note: __ If only one phone number is available, send it in the first available slot.\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|PER |01 |Contact Function Code |N |IP for Insured Party
|PER |03 |Comm Number Qual |N |HP
|PER |04 |Comm Number |N |Member’s Home Phone Number (eps.phone_number)\\ \\ __Note: __No punctuation within Phone Number \\
|PER |05 |Comm Number Qual |N |WP
|PER |06 |Comm Number |N |Member’s Work Phone Number (eps.alt_phone_number)\\ \\ __Note: __No punctuation within Phone Number \\
|PER |07 |Comm Number Qual |N |EM
|PER |08 |Comm Number |N |Member’s E-mail Address (eps.email_address)
\\
\\
!!2100A N3 – Member Residence Street Address
__Purpose: __To supply employee/member Street address \\
__Repeat: __1 \\
__Note: __ Required for Subscriber Segment
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N3 |01 |Address Line 1 |Y |Member’s Address (eps.address_line_1)\\ \\ __NOTE: __Only send this segment for the dependent if the address is different than the subscriber’s. \\
|N3 |02 |Address Line 2 |N |__If the country (N404 <> USA), populate the province in this field __
\\
\\
!!2100A N4 – Member Residence City,State,Zip
__Purpose: __To supply employee/member City,State,Zip \\
__Repeat: __1 \\
__Note: __Required if N3 segment sent\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N4 |01 |City |Y |City (eps.locality)
|N4 |02 |State/Province |Y |State (dsp.state_province)\\ \\ __NOTE: __If the member does not reside in the US, pass the province in the N302 field) \\
|N4 |03 |ZIP Code/Postal Code |Y |Postal Code (eps.zip_postal)
|N4 |04 |Country Code |Y |If member lives in the United States, pass USA. If not, pass FOR. (dco.country_code)
\\
\\
!!2100A DMG– Member Demographics
__Purpose: __To supply employee/member birth date, gender, marital status, and citizenship status. \\
__Repeat: __1 \\
__Note: __ Required Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DMG |01 |Date/Time Format Qualifier |Y |D8
|DMG |02 |Date/Time Period |Y |Member’s Birth Date (eid.birth_date)
|DMG |03 |Gender Code |Y |M for Male \\ \\ F for Female \\ \\ (eid.gender)\\
|DMG |04 |Marital Status Code |N |B for Registered Domestic Partner \\ \\ D for Divorced \\ \\ I for Single \\ \\ M for Married \\ \\ S for Separated \\ \\ U for Unmarried \\ \\ W for Widowed \\ \\ X for Legally Separated \\ \\ R for Unreported \\ \\ (eps.martital_status)\\
\\
\\
!!2100C NM1 – Member Mailing Address'
__Purpose: __The member’s mailing address is different from the residential address. \\
__Repeat: __1 (note segments ‘2100C’ will only be created if applicable)\\
__Note: __Situational Segment
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|NM1 |01 |Entity Identifier Code |S |31 for Postal Mailing Address
|NM1 |02 |Entity Type Qualifier |S |1 for Person
\\
\\
!!2100C N3 – Member Mailing Street Address
__Purpose:__ To supply employee/member Street address from 2100C loop \\
__Repeat:__ 1 (note segments ‘2100C’ will only be created if applicable)\\
__Note:__ Situational Segment
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N3 |01 |Address Line 1 |S |Address Line 1 (eps.mail_address_line_1)
|N3 |02 |Address Line 2 |N |(eps.mail_address_line_2)
\\
\\
!!2100C N4 – Member Mailing City,State,ZIP __\\ ''
__Purpose: __To supply employee/member City,State,ZIP from 2100C loop \\
__Repeat: __1 (note segments ‘2100C’ will only be created if applicable)\\
__Note: __Situational Segment\\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|N4 |01 |City |S |City (eps.mail_locality)
|N4 |02 |State/Province |S |State/Province (dsp.state_province_code)
|N4 |03 |ZIP Code/Postal Code |S |Postal Code (eps.mail_zip_postal)
|N4 |04 |Country Code |N |USA
\\
\\
!!2200 DSB – Disability Information
__Purpose: __Used when the member is disabled due to End Stage Renal Disease. \\
__Repeat: __1 (this segment is only produced if applicable)\\
__Note: __Only send if member is disabled due to End Stage Renal Disease (Medicare).
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DSB |01 |Disability Type Code |S |2 for Long Term Disability
|DSB |07 |Product/Service ID Qualifier |S |DX
|DSB |08 |Medical Code Value |S |585 for End Stage Renal Disease (only valid value)
\\
\\
!!2200 DTP – Disability Eligibility Dates
__Purpose: __Used when the member is disabled. \\
__Repeat: __>1 (this segment is only produced if applicable) \\
__Note: __ Only send if member is disabled and dates are known. \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DTP |01 |Date/Time Qualifier |S |360 for Disability Begin \\ \\ 361 for Disability End \\
|DTP |02 |Date/Time Format Qualifier |S |D8
|DTP |03 |Date Time Period |S |Disability date (bend.effective/bend.expiry)
\\
\\
!!2300 HD – Health Coverage __\\ ''
__Purpose: __To provide information on employee/member health coverage \\
__Repeat: __>1\\
__Note: __ Required Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|HD |01 |Maintenance Type Code |Y|001 for Change. \\ \\ 021 for Add \\ \\ 024 for Termination \\ \\ 030 if Maintenance Type Code unknown \\ \\ (?)\\
|HD |03 |Insurance Line Code |Y| IF r_be_ben.bpt_plan_type='MEDICAL' then\\ \\ v_segment_hd_03:='HLT'; \\ \\ ELSIF r_be_ben.bpt_plan_type='STANDALONE' then --SK20200710\\ \\ v_segment_hd_03:='AK'; \\ \\ ELSIF r_be_ben.bpt_plan_type='EXCLUSIVE PROVIDER ORGANIZATION' then --SK20200710\\ \\ v_segment_hd_03:='EPO'; \\ \\ ELSIF r_be_ben.bpt_plan_type='HEARING' then --SK20200710\\ \\ v_segment_hd_03:='HE'; \\ \\ ELSIF r_be_ben.bpt_plan_type='HEALTH MAINTENANCE ORGANIZATION' then --SK20200710\\ \\ v_segment_hd_03:='HMO';\\ \\ ELSIF r_be_ben.bpt_plan_type='MAJOR MEDICAL' then --SK20200710\\ \\ v_segment_hd_03:='AK'; \\ \\ ELSIF r_be_ben.bpt_plan_type='POINT OF SERVICE' then --SK20200710\\ \\ v_segment_hd_03:='POS'; \\ \\ ELSIF r_be_ben.bpt_plan_type='PREFERRED PROVIDER ORGANIZATION' then --SK20200710\\ \\ v_segment_hd_03:='PPO';\\ \\ ELSIF r_be_ben.bpt_plan_type='PRESCRIPTION' then --SK20200710\\ \\ v_segment_hd_03:='PDG';\\ \\ ELSIF r_be_ben.bpt_plan_type='FACILITY' then --SK20200710\\ \\ v_segment_hd_03:='FAC'; \\ \\ ELSIF r_be_ben.bpt_plan_type='HEALTH' then --SK20200710\\ \\ v_segment_hd_03:='HLT'; \\ \\ ELSIF r_be_ben.bpt_plan_type='DENTAL' then\\ \\ v_segment_hd_03:='DEN';\\ \\ ELSIF r_be_ben.bpt_plan_type='VISION' then --SK20200707\\ \\ v_segment_hd_03:='VIS';\\ \\ ELSE\\ \\ v_segment_hd_03:='';\\ \\ END IF;\\ \\ \\
|HD |04 |Plan Coverage Description |Y |Carrier will provide the values based on Group coverage. (r_be_ben.bcg_policy_number)\\ \\ __Note: __Optional for Dependents \\
|HD |05 |Coverage Level Code |Y |Note: (SELECT DECODE (r_be_ben.bcg_coverage_code,'SINGLE','EMP','COUPLE','ESP','FAMILY','FAM','EMPLOYEE ONLY','EMP',\\ \\ 'DEPENDENT ONLY','DEP','EMPLOYEE AND ONE DEPENDENT','E1D','EMPLOYEE AND SPOUSE','ESP','EMPLOYEE AND TWO OR MORE DEPENDENTS','E6D',\\ \\ 'EMPLOYEE AND CHILDREN','ECH','COMPOSITE','FAM','PHARMACY','RX','CHILDREN ONLY','CHD','INDIVIDUAL','IND','SPOUSE & CHILDREN','SPC',\\ \\ 'SPOUSE ONLY','SPO’,r_be_ben.bcg_HIPPA_code)\\ \\ )\\ \\ A. This is optional for Dependents \\ \\ B. Provided by Carrier. \\
\\
\\
!!2300 DTP – Member Benefit Dates
__Purpose: __To identify employee benefit dates \\
__Repeat: __>1\\
__Note: __ Required Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|DTP |01 |Date/Time Qualifier |Y |348 for Benefit Begin.(bend.effective)
|DTP |01 |Date/Time Qualifier |Y |349 for Benefit End (bend.expiry)\\ \\ __Note: __Required if member is canceling coverage with Carrier. \\
|DTP |02 |Date/Time Format Qualifier |Y |D8
|DTP |03 |Date/Time Period |Y |Benefit Date
\\
\\
!!2300 REF- Member Policy Number
__Purpose: __To identify member group number \\
__Repeat: __1 \\
__Note: __ Situational Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|REF |01 |Reference Number Qualifier |Y |1L
|REF |02 |Reference Identification |Y |UDF ‘DIS POLICY REF’ attached to the BPN table.
\\
\\
!!SE - Transaction Set Trailer
__Purpose: __To identify end of transaction set and provide count of transmitted segments \\
__Repeat: __1 \\
__Note: __ Required Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|SE |01 |Number of Segments |Y|System counter.
|SE |02 |Transaction Set Control Number |Y|Same as the ‘Transaction Set Control Number’ in the ST segment.
\\
\\
!!GE – Functional Group Trailer
__Purpose: __To identify the end of a transaction set \\
__Repeat: __1 \\
__Note: __ Required Segment \\
\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|GE |01 |Number of Transaction sets |Y |System counter
|GE |02 |Group Control Number |Y |Same as the ‘Group Control Number’ in the GS segment.
\\
\\
!!IEA – Interchange Control Trailer
__Purpose: __ To define the end of an Interchange \\
__Repeat: __1 \\
__Note: __ Required Segment\\
\\
||__Note: __Required __Segment __\\ \\ __ID __\\
||Segment ID ||Element||Field Name ||Req?||Description (HLC source)
|IEA |01 |Number of Functional Groups |Y |System counter.
|IEA |02 |Interchange Control Number |Y |Same as the ‘Interchange Control Number in the ISA segment
\\
!!!Scenarios (Examples)
\\
The following scenarios do not include the ISA, GS, ST, BGN, SE, GE, and IEA segments that are required for all 834 transmissions. \\
\\
__Enrollment of a Subscriber (employee only) who has elected both Medical and Dental Coverage __\\
INS*Y*18*021*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20081230~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*I~ \\
HD*021**HLT**EMP~ \\
DTP*348*D8*20090101~ \\
REF*1L*888888~ \\
HD*021**DEN**EMP~ \\
DTP*348*D8*20090101~ \\
REF*1L*888888~\\
\\
\\
__Enrollment of a Dependent (spouse) to the previous Subscriber enrollment __\\
INS*Y*18*001*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090320~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*001**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~ \\
HD*001**DEN**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~\\
INS*N*01*021*32*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090320~ \\
DTP*356*D8*20090401~ \\
NM1*IL*1*SMITH*VERONICA*T~ \\
DMG*D8*19710404*F*M~ \\
HD*021**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~ \\
HD*021**DEN**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~\\
\\
\\
__Enrollment Termination __\\
INS*Y*18*024*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090510~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
DTP*357*D8*20090630~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*024**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~\\
HD*024**DEN**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~ \\
INS*N*01*024*32*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090320~ \\
DTP*356*D8*20090401~ \\
DTP*357*D8*20090630~ \\
NM1*IL*1*SMITH*VERONICA*T~ \\
DMG*D8*19710404*F*M~ \\
HD*024**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
DTP*349*D8*20090630~ \\
REF*1L*888888~ \\
HD*024**DEN**ESP~ \\
DTP*348*D8*20090401~ \\
DTP*349*D8*20090630~ \\
REF*1L*888888~\\
\\
\\
__Dependent terminates Medical Coverage and continues on Dental __\\
INS*Y*18*001*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090510~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*001**HLT**EMP~ \\
DTP*348*D8*20090701~ \\
REF*1L*888888~ \\
HD*001**DEN**ESP~ \\
DTP*348*D8*20090401~ \\
REF*1L*888888~\\
INS*N*01*001*AI*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090320~ \\
DTP*356*D8*20090401~ \\
NM1*IL*1*SMITH*VERONICA*T~ \\
DMG*D8*19710404*F*M~ \\
HD*024**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
DTP*349*D8*20090630~ \\
REF*1L*888888~ \\
HD*001**DEN**ESP~ \\
DTP*348*D8*20090701~ \\
REF*1L*888888~\\
\\
\\
__Subscriber downgrades their Coverage (i.e. Terminates the dependent and goes from ESP to EMP) __\\
INS*Y*18*001*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090720~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*001**HLT**EMP~ \\
DTP*348*D8*20090701~ \\
REF*1L*888888~\\
HD*001**DEN**EMP~ \\
DTP*348*D8*20090701~ \\
REF*1L*888888~ \\
INS*N*01*024*AI*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090720~ \\
DTP*356*D8*20090401~ \\
DTP*357*D8*20090630~ \\
NM1*IL*1*SMITH*VERONICA*T~ \\
DMG*D8*19710404*F*M~ \\
HD*024**HLT**ESP~ \\
DTP*348*D8*20090401~ \\
DTP*349*D8*20090630~ \\
REF*1L*888888~ \\
HD*024**DEN**ESP~ \\
DTP*348*D8*20090701~ \\
DTP*349*D8*20090630~ \\
REF*1L*888888~\\
\\
\\
__Subscriber moves from one Group (888888) to another (777777). No need to send a cancel for the old group (888888). __\\
INS*Y*18*001*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*777777~ \\
DTP*300*D8*20090810~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090901~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*001**HLT**EMP~ \\
DTP*348*D8*20090901~ \\
REF*1L*777777~ \\
HD*001**DEN**EMP~ \\
DTP*348*D8*20090901~ \\
REF*1L*777777~\\
\\
\\
__Subscriber Terminates Contract __\\
INS*Y*18*024*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*777777~ \\
DTP*300*D8*20090912~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090901~ \\
DTP*357*D8*20091031~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*024**HLT**EMP~ \\
DTP*348*D8*20090901~ \\
DTP*349*D8*20091031~ \\
REF*1L*777777~ \\
HD*024**DEN**EMP~ \\
DTP*348*D8*20090901~ \\
DTP*349*D8*20091031~ \\
REF*1L*777777~\\
\\
\\
__Add Dependent to the Current Contract (upgraded to FAM coverage from Employee + Spouse) __\\
INS*Y*18*001*AI*A***FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090920~ \\
DTP*336*D8*20010101~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*M~ \\
HD*001**HLT**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~\\
HD*001**DEN**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~ \\
INS*N*01*001*32*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090920~ \\
DTP*356*D8*20090401~ \\
NM1*IL*1*SMITH*VERONICA*T~ \\
DMG*D8*19710404*F*M~ \\
HD*001**HLT**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~ \\
HD*001**DEN**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~ \\
INS*N*19*021*02*A~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
DTP*300*D8*20090920~ \\
DTP*356*D8*20091001~ \\
NM1*IL*1*SMITH*GABRIELLE*E~\\
DMG*D8*20060316*F~ \\
HD*001**HLT**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~ \\
HD*001**DEN**FAM~ \\
DTP*348*D8*20091001~ \\
REF*1L*888888~\\
\\
\\
__Subscriber enrolls in Medical and has Medicare Coverage __\\
__NOTE: Subscriber is enrolled in Medicare Part A. __\\
INS*Y*18*021*AI*A*A**FT~ \\
REF*0F*111223333~ \\
REF*1L*888888~ \\
REF*F6*38-111223333A~ \\
DTP*300*D8*20081230~ \\
DTP*336*D8*20010101~ \\
DTP*338*D8*20090201~ \\
DTP*356*D8*20090101~ \\
NM1*IL*1*SITH*JON*W***34*111223333~ \\
PER*IP**HP*2643332343~ \\
N3*111 NORTH MAIN*APT B~ \\
N4*GREENVILLE*SC*29601~ \\
DMG*D8*19681129*M*I~ \\
HD*021**HLT**EMP~ \\
DTP*348*D8*20090101~ \\
REF*1L*888888~ \\
HD*021**DEN**EMP~ \\
DTP*348*D8*20090101~ \\
REF*1L*888888~\\
\\
\\
UBEF provides an audit report in Excel spreadsheet format to verify each data column that is entered in the interface file, in order to obtain this report, the UBEF function must be run a second time using the exact same parameters that was used to obtain the interface file with the following two exceptions:
# The 'Interface Code' must contain a file name that is specified with a file format of 'Comma Delimited'.
# The 'File Name' must have a file extension of .csv so that it can be viewed through an Excel spreadsheet.
----
!!Report Parameters & Filters
||Report Parameters||
|Entity| Mandatory. You must enter an entity
|From Date| Mandatory. Enter a Pay Period Begin Date
|To Date| Mandatory. Enter a Pay Period End Date
|Interface Code| Mandatory. Enter the Interface code from the [IDIF] screen
|Interface Level |Mandatory. Specify the level for the Interface file to be produced; this must be '10'. Lexicon [X_INTERFACE_LEVEL] values are:\\01 - EEM + EASD (not applicable for UBEF processing) \\02 - EEM + EASD + Contacts (not applicable for UBEF processing) \\10 - BE Plans \\11 - BE + Contacts (not applicable for UBEF processing)
|ER Addr Location| Optional. This allows you to enter an overridden location to retrieve the employer’s address. If this is not specified, the entity's location address is used.
|Sort by Active/Inactive| Optional. Check this toggle to sort inactive employees first.
|Sort Employees By|Optional. You should sort employees by Last Name/First Name, however, you may sort by the employee's pay destination or sort by Person code
|Create File |Optional. This field provides an option to create the file
|Directory Name |Optional. Enter a valid directory name
|File Name|Optional. Enter a file name or use the default file name from [IDIF] screen
|Exception Level |Optional. You should always run with the Exception level unless for tracing. In Trace Level 1, the employee header with Person Code and Employee Name are displayed with performance time, this can be used for Progress bar or to locate employee with problem. In Trace Level 2, the BE plans are displayed after employee header information
||Report Filters||
|People List Code| Optional. Please specify if People list is to be used
|Person Code| Optional. Enter one or more Person Codes
|Location| Optional. Enter one or more Location codes
|Authorization| Optional. Enter one or more Authorization Areas
|Department| Optional. Enter one or more Department Codes
|Org Level Type|Optional. Enter one or more Org Level Types
|Org Level |Optional. Enter one or more Org Level within Org Level Types
|Unit| Optional. Enter one or more Unit codes
|Group |Optional. Enter one or more Group codes
|Payroll| Optional. Enter one or more Payroll Codes
|Employment Status| Optional. Enter one or more Employment Statuses
|Termination Reason| Optional. Enter one or more Termination Reasons
|Plan Type| Optional. This field is applicable if Interface Level = 'BE plans'
|Plan| Optional. This field is applicable if Interface Level = 'BE plans'
A spreadsheet will be provided which includes all data columns that were recorded in the interface file.
To generate this report, you must run UBEF a second time, using a 'Comma Delimited' Interface File Format, and create a file with a file extension of '.csv'.
Once the.csv file is created, you can then view this file through Excel spreadsheet and delete those data columns that are of no use.
----
![Notes|Edit:Internal.UBEF+GENERIC+INTERFACE]
[{InsertPage page='Internal.UBEF+GENERIC+INTERFACE' default='Click to create a new notes page'}]
This page (revision-15) was last changed on 26-Nov-2021 10:22 by Kevin HiggsTop