Generate and Transmit Benefit Extracts

You can extract benefits enrollment information into a single XML file for each benefits carrier and transmit it to the carrier. This topic covers how to generate and transmit the extract file.

Note: If a carrier provides more than one plan, the single extract contains information related to all plans provided by that carrier.Example: Four different carriers provide ten plans. You run four separate extracts, one for each carrier.

To generate and view the extract, you complete these tasks in the Evaluation and Reporting work area.

1. Submit the extract request.

2. View and transmit the extract details.

Prerequisites

You must first configure your plan carriers, or extract recipients, and add the relevant extract data to the appropriate plan types, plans, and options. The details of this process are covered in the Configuring Benefits Data Extract for Plan Carriers: Procedure topic.

Submitting Extract Request

To run and monitor extracts, in the Evaluation and Reporting work area:

1. In the Tasks panel drawer, click Extract Benefits Data to open the Extract Benefits Data page.

2. On the Search Results toolbar, click Submit.

3. Enter the extract request options.

   Field	Comments
   Extract Type	For a particular carrier, you can select whether to run a full extract or extract only the changes since you ran the previous extract. Generally, you run a full extract after an enrollment period closes and enrollments are completed. You run subsequent extracts on a periodic or scheduled basis, in either full or changes only mode. Common practice is to schedule your extracts to run after your regular payroll runs.
   Transmit	You can transmit the extract as part of the extract request, or after the requested extract completes and before or after you view the extract details.

4. Click Submit to submit your process and return to the Extract Benefits Data page.

Viewing and Transmitting Extract Details

You can view, query, and download extracted records for a specific extract run after it completes. You can also transmit the extract after the requested extract completes and before or after you view the extract details.

1. In the Search Results section of the Extract Benefits Data page, click the Request ID for the most recent extract request for the plan carrier.

2. Review, query by example, and download to a spreadsheet the extracted data, as appropriate.

3. Click Done to return to the Extract Benefits Data page.

4. In the Search Results section, click the Transmit icon button for the most recent extract request.