Defining a File Type

Prerequisites

To define a file type, you should have:

  • Mapping algorithm defined using the C1-CSVUPLPAY or C1-CSVPMALGO algorithm type

  • Validation algorithm defined using the C1-PUPLVALID or C1-VLDALGO algorithm type.

  • Extract algorithm defined using the C1-EXTALGO algorithm type

  • To Do algorithm defined using the C1_​ODBTDALGO algorithm type

Procedure

To define a file type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click File Type.
    The File Type screen appears.
  3. Click the Add link in the upper right corner of the File Types zone.

    The File Type screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    File Type Used to specify the file type. Yes
    Description Used to specify the description for the file type. Yes
    Feed Type Used to indicate the type of data that you can upload using the file type. The valid values are:

    • Banking Usage Data

      Note: This file type is not applicable for health insurance business.

    • Insurance Usage Data

      Note: This file type is not applicable for financial services.

    • Payment Upload Data

    		 Yes
    Disable Move to Staging Used to indicate whether you want to disable the Move to Staging functionality in the Payment Upload screen.
    Note: This field appears when you select the Payment Upload Data option from the Feed Type list.
    		 No
    Mapping Algorithm Used to attach a mapping algorithm which is triggered when you upload a file.
    Note:

    The C1-CSVUPLPAY algorithm type is designed for uploading payment data and the C1-CSVPMALGO algorithm type is designed for uploading usage data. The C1-CSVUPLPAY algorithm type does the following:

    1. Validates whether the file is in the CSV format

    2. Validates whether at least one payment record is available in the CSV file

    3. Parses the flat file in the CSV format and maps the columns in the CSV file to various tables in the database

    4. Uploads the payments records in the pre-staging area

    However, the C1-CSVPMALGO algorithm type does the following:

    1. Validates whether the file is in the CSV format

    2. Validates whether the CSV file contains data in the required format

    3. Validates whether the following data is available for each usage record:

      • Account Identifier Type

      • Account Identifier

      • Division

      • Price Item

      • Description

    4. Parses the flat file in the CSV format and maps the columns in the CSV file to an XML schema named Interface

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.

    		 Yes
    To Do Algorithm Used to indicate whether the usage records must be approved before creating the billable charges. If the algorithm is attached, it means the approval is required.
    Note:

    The C1_​ODBTDALGO algorithm type contains the following parameters:

    • To Do Role For Submitter - Used to indicate that users with the specified To Do role can only resolve the records which are rejected by the approver.

    • To Do Type For Submitter - Used to indicate that a To Do using the specified To Do type must be created when the approver rejects the records.

    • To Do Role For Approver - Used to indicate that users with the specified To Do role can only approve the records submitted by the submitter.

    • To Do Type For Approver - Used to indicate that a To Do using the specified To Do type must be created when the submitter submits the valid records for approval.

    This field is disabled when you select the Payment Upload Data option from the Feed Type list.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.

    		 No
    Validation Algorithm Used to attach a validation algorithm which is triggered once the file is uploaded in the system.
    Note:

    The C1-PUPLVALID algorithm type is designed for validating a payment data file. It has some pre-defined validations based on which the status of the payment record is set to Valid, Invalid, or Error. For more information about the pre-defined validations, see Upload Payment Records in the Pre-Staging Area.

    However, the C1-VLDALGO algorithm type is designed for validating a banking usage data file. It checks whether account identifier specified for each usage record contains any special characters. You can define any custom validations in this algorithm, if required. You cannot use an algorithm created using the C1-VLDALGO algorithm type to validate an insurance usage data file. If you want to validate an insurance usage data file, you need to create a custom algorithm type.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.

    		 Yes (Conditional)
    Note: This field is required when you select the Payment Upload Data option from the Feed Type list.
    Extract Algorithm Used to attach an extract algorithm which extracts the usage records along with the error messages (if any) in the CSV format.
    Note: This field is disabled when you select the Payment Upload Data option from the Feed Type list.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.

    		 No

    In addition, it contains the following two sections:

    • Map Divisions - Used to indicate the divisions for which you want to use the file type.

      Field Name Field Description Mandatory (Yes or No)
      Division Used to indicate the division.
      Note: You can only view those divisions to which you have access in the Division list.
      		 No
      Note: This section does not appear when you select the Payment Upload Data option from the Feed Type list.

    • Custom Labels - Used to specify business labels for the usage data fields. The usage data fields will change depending on whether you have selected the Banking Usage Data or Insurance Usage Data option from the Feed Type list.

      Note:

      This section does not appear when you select the Payment Upload Data option from the Feed Type list.

      If you have defined the business label for a usage data field, the CSV file should contain business label in the respective column. Otherwise, the usage data file will not be uploaded in the system.

  4. Enter the required details.
    Note:

    You can search for an algorithm by clicking the Search (The Search Icon) icon corresponding to the respective field.

    If you want to associate more than one division with the file type, click the Add (The Add Icon) icon and then specify the details in the Map Divisions section. However, if you want to remove a division from the file type, click the Delete (The Delete Icon) icon corresponding to the division.

  5. Click Save.
    The file type is defined.

Related Topics

For more information on... See...
File Type screen File Type
File Types zone File Types