Submitting an Upload Request

Procedure

To submit an upload request:

Search for the upload request in the Upload Request screen.
In the Search Results section, click the link in the Upload Request Information column corresponding to the upload request that you want to submit.
The Upload Request screen appears.
Ensure that the Main tab is selected.

Click the Submit button in the Upload Request zone.

The system behaves in the following manner:

If...	Then...
The Approval Required option is selected in the respective upload request type	The status of the upload request is changed to Approval In Progress. A To Do is created using the To Do type (i.e., C1-BCUUR, C1-BCUR, C1-BCUR, C1-CRUUR, C1-HLDUR, C1-REFUR, C1-RPUR, C1-BGSRT, C1-BGDVP, C1-TNDCL, or C1-WOUR depending on the upload request) specified in the Approval To Do Type field of the respective upload request type. It is then assigned to the users with the role specified in the Approval To Do Role field of the respective upload request type. In addition, a log entry is created for the upload request when the To Do is created for the approver.
The Approval Required option is not selected in the respective upload request type and the number of valid records in the upload request does not exceed the online record process limit (defined in the C1-DEFERUPLD algorithm)	The following entities are created or updated for the respective upload request: Accounts' Bill Cycle Update Upload Request - On processing this upload request, the bill cycle of the respective accounts is updated. Bill Group Derivation and Pricing Parameters Upload Request - On processing this upload request, the derivation and pricing parameters of the respective bill group and sort ID combination are updated. Bill Group Sort Record Creation Upload Request - On processing this upload request, the sort ID is defined for the respective bill group. Billable Charge Creation Upload Request (Financial Services) - On processing this upload request, the billable charge is created against the contract. Billable Charge Creation Upload Request (Health Insurance) - On processing this upload request, the billable charge is created against the contract at the group membership or individual membership level or at the policy plan level. Contract Rider Update Upload Request - On processing this upload request, the contract rider information is updated for the respective contract. Hold Request Creation Upload Request - On processing this upload request, the hold request is created for the respective entity. Refund Request Creation Upload Request - On processing this upload request, the refund request is created for the respective account. Policy Reinstatement Upload Request - On processing this upload request, the respective fully insured group policy is reinstated. Payment Tender Cancellation Upload Request - On processing this upload request, the respective payment tenders, payments, and payment events are canceled. Write Off Request Creation Upload Request - On processing this upload request, the write off request is created for the respective account. If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, the status of the upload request is changed to Processed.
The Approval Required option is not selected in the respective upload request type and the number of valid records in the upload request exceeds the online record process limit (defined in the C1-DEFERUPLD algorithm)	The status of the upload request is changed to Deferred Processing. Note: You need to execute the Upload Request Periodic Monitor (C1-UPLRQ) batch. It considers the upload requests which are in the Deferred Processing status and then accordingly creates or updates the entities depending on the upload request (as mentioned above). If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, the status of the upload request is changed to Processed.

If...

Then...

The Approval Required option is selected in the respective upload request type

The status of the upload request is changed to Approval In Progress. A To Do is created using the To Do type (i.e., C1-BCUUR, C1-BCUR, C1-BCUR, C1-CRUUR, C1-HLDUR, C1-REFUR, C1-RPUR, C1-BGSRT, C1-BGDVP, C1-TNDCL, or C1-WOUR depending on the upload request) specified in the Approval To Do Type field of the respective upload request type. It is then assigned to the users with the role specified in the Approval To Do Role field of the respective upload request type. In addition, a log entry is created for the upload request when the To Do is created for the approver.

The Approval Required option is not selected in the respective upload request type and the number of valid records in the upload request does not exceed the online record process limit (defined in the C1-DEFERUPLD algorithm)

The following entities are created or updated for the respective upload request:

Accounts' Bill Cycle Update Upload Request - On processing this upload request, the bill cycle of the respective accounts is updated.
Bill Group Derivation and Pricing Parameters Upload Request - On processing this upload request, the derivation and pricing parameters of the respective bill group and sort ID combination are updated.
Bill Group Sort Record Creation Upload Request - On processing this upload request, the sort ID is defined for the respective bill group.
Billable Charge Creation Upload Request (Financial Services) - On processing this upload request, the billable charge is created against the contract.
Billable Charge Creation Upload Request (Health Insurance) - On processing this upload request, the billable charge is created against the contract at the group membership or individual membership level or at the policy plan level.
Contract Rider Update Upload Request - On processing this upload request, the contract rider information is updated for the respective contract.
Hold Request Creation Upload Request - On processing this upload request, the hold request is created for the respective entity.
Refund Request Creation Upload Request - On processing this upload request, the refund request is created for the respective account.
Policy Reinstatement Upload Request - On processing this upload request, the respective fully insured group policy is reinstated.
Payment Tender Cancellation Upload Request - On processing this upload request, the respective payment tenders, payments, and payment events are canceled.
Write Off Request Creation Upload Request - On processing this upload request, the write off request is created for the respective account.

If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, the status of the upload request is changed to Processed.

The Approval Required option is not selected in the respective upload request type and the number of valid records in the upload request exceeds the online record process limit (defined in the C1-DEFERUPLD algorithm)

The status of the upload request is changed to Deferred Processing.

Note:

You need to execute the Upload Request Periodic Monitor (C1-UPLRQ) batch. It considers the upload requests which are in the Deferred Processing status and then accordingly creates or updates the entities depending on the upload request (as mentioned above). If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, the status of the upload request is changed to Processed.

Note:

The Submit button appears when the upload request is in the Validated status.

Related Topics

For more information on...	See...
How to search for an upload request	Searching for an Upload Request
Upload Request screen	Upload Request (Used for Viewing)
Upload Request zone	Upload Request