Managing Benefit File Feeds

Through the EDI UtilityEDI Utility, your organization has immediate access to view system-generated benefit file feeds that are used to communicate changes in employee enrollment elections directly to your organization's benefit carriers. You are also able to review file feed schedules, and in some instances, can also generate a non-scheduled file feed directly from the utility. In addition, all responses and error reports from your carriers are posted in the EDI Utility for your organization's review and direct correspondence.

Note: You must have management access rights to the EDI Utility to use this feature.

To review existing file feeds:

1. On the Management Navigation Menu, click Communication > EDI UtilityCommunication > EDI Utility.

The EDI UtilityEDI Utility page displays.

2. The File StatusFile Status drop-down list may be used to filter on files that are currently active (in production), no longer in use (Archived) or currently being developed (Validation Pending).

3. Click on the file description to view EDI File History page for all the system-generated files of the respective benefit plan(s).

Note: The utility displays all applicable files based on transmission type:

Download Only: Files posted for your organization to review and manually deliver to the respective benefit carrier
Transmit to Carrier: Files that are automatically delivered by ExponentHR to the respective benefit carrier

4. On the EDI FilesEDI Files tab of the EDI File History page, all system-generated files are displayed with date/time the file was created, the status of the file, and (if transmitted by ExponentHR) the date/time stamp of when the files was delivered to the carrier.

Notes:

By clicking on a file name listed in a specific row, the respective file feed will open for your personal view
By clicking the Add FileAdd File button you are able to optionally upload a file that is not generated by the EDI system, but you would like to have recorded for record keeping purposes

5. On the Carrier NoticesCarrier Notices tab of the EDI File History page, any notifications received by the carrier in response to a delivered file feed are available for your review. The carrier notice can vary from something as simple as a confirmation that the file was processed without error, to a request for confirmation of an individual’s enrollment details, or a notice that a particular enrollment does not align with the carrier’s own data or enrollment rules.

Note: By clicking on the message's subject listed in a specific row, the respective carrier correspondencecarrier correspondence will open for your personal view and reply (if needed).

6. You may optionally choose which file feeds you want to be actively informed about (when a new file is posted and/or carrier correspondence received) by selecting the Configure Notifications item from the Options drop down menu on the main EDI Utility page.