Creating an Upload Request

Prerequisites

To create an upload request, you should have:

If you want to create... Then, you should have...
An account bill cycle upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Bill Cycle Update Upload (i.e., C1-BillCycleUpdateUplReq).
A bill group derivation and pricing parameters upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Bill Group Derivation & Pricing Parameter (i.e., C1-BillLevelUploadRequest).
A bill group sorting upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Bill Group Sorting Upload Request (i.e., C1-BillGrpSortUploadRequest).
A billable charge creation upload request (for the financial services business) An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Billable Charge Upload (i.e., C1-BillableChargeUploadRequest).
Note: Note that this upload request type would be applicable only for the financial services domain.
A billable charge creation upload request (for the fully insured group and individual lines of business) An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Billable Charge Upload for Fully Insured (i.e., C1-BillableChargeUploadFI).
Note: Note that this upload request type would be applicable only for the fully insured group and individual lines of health insurance business.
A contract rider upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Contract Rider Upload i.e., C1-ContractRiderUpdateUplReq).
A hold request creation upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Hold Request Upload (i.e., C1-HoldUploadRequest).
A refund request creation upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Refund Request Upload (i.e., C1-RefundUploadRequest).
A policy reinstatement upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Reinstatement Upload Request (i.e., C1-ReinstatementUploadRequest).
A payment tender cancellation upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Tender Cancelation Upload Request (i.e., C1-TndrCnclUploadRequest).
A write off request creation upload request An upload request type which is created using the C1-UplRequestType business object and where the upload request business object is set to Write Off Request Upload (i.e., C1-WriteOffUploadRequest).

Procedure

To create an upload request:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Tools and then click Upload Request.
    A sub-menu appears.
  3. Click the Add option from the Upload Request sub-menu.

    The Select Upload Request Type screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Used to indicate the upload request type using which you want to create the upload request.
    Note: The list includes only those upload request types which are in the Active status.
    		 Yes
    Tip: Alternatively, you can access the Select Upload Request Type screen by clicking the Upload button in the Page Title area of the Upload Request screen.
  4. Select the required upload request type from the respective field.
  5. Click OK.

    The Upload Request screen appears. It contains the following sections:

    • Main - Used to specify the basic details for the upload request.

    • Characteristics - Used to define the characteristics for the upload request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Indicates the upload request type using which you want to create the upload request. Not applicable
    Parent Customer Used to indicate the person for whom you want to create the bill group sorting or bill group derivation and pricing parameters upload request.
    Note:

    This field appears when you are creating an upload request using an upload request type where the upload request business object is set to C1-BillGrpSortUploadRequest or C1-BillLevelUploadRequest.

    The system allows you to create a bill group sorting or bill group derivation and pricing parameters upload request for a person whose person type is set to Parent Customer.

    The Search (The Search Icon) icon appears corresponding to the Parent Customer field. On clicking the Search icon, the Person Search window appears.

    		 Yes
    File Name Used to specify the Comma Separated Values (CSV) file that you want to upload.
    Note:

    You can click the Choose File button corresponding to the File Name field to browse and select the file that you want to upload.

    The system does not allow you to upload a file which exceeds 700 KB. Therefore, you must ensure that the file size is within the maximum limit.

    The file name should not exceed 60 characters.

    At least one record should be present in the file along with the column headers.

    		 Yes
    Replace Existing File Used to indicate whether you want to replace any existing file in the system. You must select this option when you want to upload the same file once again.
    Note: You can upload a file once again only when the upload request with the same file is in the Rejected or Canceled status.
    		 No
    Comments Used to specify additional information about the upload request. No
  6. Enter the required details in the Main section.
  7. Click the Choose File button corresponding to the File Name field.
    The Open dialog box appears.
  8. Browse to the location where the file that you want to upload is available in the system.
  9. Click Open.
    The file name appears in the File Name field.
  10. Select the Replace Existing File option depending on whether you want to upload the same file once again in the system.
  11. Define characteristics for the upload request, if required.
  12. Click Save.
    A message appears indicating the number of records which are successfully uploaded. Then, the Upload Request screen appears where you can view the details of the upload request which is created in the Draft status. The status of the records is set to Pending. Note that if the mandatory data is missing in the record, the status of the record is set to Invalid.

Related Topics

For more information on... See...
Upload Request screen Upload Request (Used for Searching)
How to define a characteristic for an upload request Defining a Characteristic for an Upload Request