Create Insurance Enrollment File

Access

Use this routine to generate insurance enrollment files.  This file contains information on

• newly created revolving plans with insurance or

• existing revolving plans to which insurance has been added.

Enrollment File Creation

If you leave the Recreate File box blank, the program selects all active revolving plans for the specified insurance code that have not already been reported.  The plans update with the date on which they were reported to the insurance company.

If you check the box at the Recreate File field, the program selects all active revolving plans for the specified insurance code that were originally reported within the specified date range.  

The program creates the insurance enrollment file as a fixed-length ASCII file.

Insurance CodeEnter the code of the insurance for which to generate an insurance enrollment file.  If you click on the Arrow, a list of insurances appears from which you can choose one or more.  If you click on the Action button, a Multiple Selection Lookup Window appears from which you can choose one or more. If you leave the field blank, you select all insurances.

Recreate FileTo generate a new insurance enrollment file, check the box at this field.  To generate a file for a previous date, leave the box blank.  

Start DateIf you check the box at the Recreate File field, this field activates and you can specify a date range using this field and the End Date field.  If you click on the Calendar Icon, a calendar appears from which you can select a date.

End DateIf you check the box at the Recreate File field, this field activates and you can specify a date range using this field and the Start Date field. If you click on the Calendar Icon, a calendar appears from which you can select a date.

Send Output toThe output destination of the report displays.  Note that the only output destination for this routine is ASCII Export.

Export PathThe user’s default export path and file name displays.  If you update the File Name field, the file name in the Export Path updates accordingly.