Last Updated v11.3.0

Export Form Jobs - These screens allow the TPA user to build an export job for any queue in the system.  Once constructed and activated, the export job will pull all forms i nthe selected queue, and export them to a text file with the selected elements.


  • Add a new export job using the ADD button on the top right section of the toolbar.
  • Search for an existing export job to edit using the filters above each column.
  • Click on the desired export job in the list to edit.



  • Name - Add/Edit the name of the export job.
  • Queue to Export - Select the Web eXchange queue that this job will pull forms from.
  • Auto Close User - What user account name will be shown on the transaction when the system closes it after export.
  • Note Template For Transaction - Select a note template to stamp the text on the transaction when closed.
  • Member Fields - Enter (one per line) the web service fields that should export in the text file for each form record exported.
  • Static Fields - Enter (one per line) any fields tat will be statically inserted into every record in the export file.
    • Format: FieldName=FieldValue (TransCode=ADDRESS)
  • Cron Schedule Expression - Double click for the Cron expression builder, or enter a manual expression.
    • This is the schedule by which the export job will run.
  • Export Directory - The local or network directory where the file(s) will be exported for pickup.
  • Archive Directory - The local or network directory where the file(s) will be stored for archival.
  • Field Delimiter - Enter the character to be used to delimit the fields in the export file.
  • Field Qualifier (Optional) - Enter the character to be used to qualify text entries.
  • Active - Is this export record active.


id – Internal Member ID

relationship – Description of the relationship for the member to the employee

securityRelationship – standardizes the relation for WE: self, spouse, child

relationshipCode – internal code from the claim system

clientKey – Internal group id

ssn – member ssn

eeSsn – employee ssn

alternateId – alternate id of the member

idcardMemKey – member key sent to the id card vendor for viewing the id card

sequence – dependent sequence number

firstName – First name

lastName – last Name

middleInit – middle initial

address1

address2

city

state

zipCode

sex – gender

phone

remarks

department – department code from the claim system

dateOfBirth

dateOfHire – Employee date of hire

status – this is the overall status active or termed, not plan specific

terminated – True when terminated on all plans False otherwise

dbDelimiter – The character that is used to delimit the id or clientKey if they are composite keys

  • Static Fields - Enter a field name (header) and the value that will be populated in that field for each record in the file.  Example 1: TransCode=ADDRESS.  Example 2: Contract=12345.
  • CRON Schedule Expression - Double click the field to open the CRON builder.  Enter how often this job should run.
  • Export Directory - Enter the UNC path of the directory to export the files.
  • Archive Directory - A UNC path that can be used to keep an archive copy of all files exported.
  • Field Delimiter - The text delimiter used between each field in the file.  Example: | or ,
  • Field Qualifier -The text qualifier to be used if needed.  Example: "
  • Active - Yes/No - Is this export job record active?