Tracing Agent File Upload

The Tracing Agent File is used for the upload of a file of notifications of pending exit that is received in a csv file from a Tracing Agent as part of the pre-claim process. When the file is uploaded, if there has been a change in the status, the members’ pending claim records will be updated with the new status.

A text file must be created in the format in the Table below:

Note:

When a file is received from the Tracing Agents, it must first be converted to a csv file with a single worksheet, as it currently contains 20 separate worksheets for each status. The worksheet name i.e. the status, must be copied into the last column in the file and the file converted to a text file.

Input file layout

Detail record layout

	Field Name	Field Size	DEC	ATTR	O/M	Start	End	Description / Value
1	File indicator	4		Char	M	1	4	AB93
2	Scheme	7		Char	M	5	11	Scheme Code
3	Member Number	20		Char	M	12	31	Member reference number
4	Surname	30		Char	M	32	61	Surname
5	ID Number	15		Char	M	62	76	Identity number
6	Status	100		Char	M	77	176	Status of tracing efforts
7	Date of Death	8		Num	O	177	184	Effective date of change in membership status
8	Work Telephone	20		Char	O	185	204	Business telephone number
9	Home Telephone	20		Char	O	205	224	Home telephone number
10	Cell Number	20		Char	O	225	244	Cell phone number
11	Postal Address 1	50		Char	O	245	294	Line 1 of post box address
12	Postal Address 2	50		Char	O	295	344	Line 2 of post box address
13	Postal Address 3	50		Char	O	345	394	Line 3 of post box address
14	Postal Code	9		Char	O	395	403	Postal code of post box address
15	Street Address 1	50		Char	O	404	453	Line 1 of street address
16	Street Address 2	50		Char	O	454	503	Line 2 of street address
17	Street Address 3	50		Char	O	504	553	Line 3 of street address
18	Postal Code	9		Char	O	554	562	Postal code of street address
19	Email Address	150		Char	O	563	712	Email address
20	Fax Number	20		Char	O	713	732	Fax number

Note:

The Name & Initials columns have not been included as these values are sometimes the Name and sometimes Initials or a combination of both.

When the file is uploaded, the system a Report record will be created with a Report Type of TRACING AGENT and Report Detail records with the details of the fields that were updated as well as the Benefit Event and Date of Exit on the Benefit Request and the Status on the Claims Details record.