Partner-Specific Mailbox Profile Workflow

At a high-level, the profile has the following flow:

  1. A Provider receives an 835 Claim Payment transaction batch.
  2. The corresponding route splits the transaction based on unique Provider IDs.
  3. The route component TPM Lookup performs a lookup in the Trading Partner Management system using the ProviderID and returns specific ProviderParameters:
    • Transport: the type of outbound endpoint to be used for the particular Partner.
    • MailBox: the destination location to send a Partner's data to. Depending on the transport type used, this setting holds the corresponding destination, for example a queue name for JMS, an email box for email, a folder name for file system, or anything else like a FTP folder name, and other.
    • Usage Indicator: This marker defines whether the data is intended for test or production use. This information is contained in the transaction's ISA.15 element on the interchange envelope level.

    This profile uses a custom mock implementation (a subroute that extracts data from a Provider-bound XML file) to emulate a Transaction Management (TM) system. However, this profile can use real TPM Lookup components to retrieve information about a particular provider from Transaction Management. For more information on how to use the route component TPM Lookup, see Configure TPM Lookup section in the Transaction Management Implementation Guide. The route component TPM Lookup becomes available in XEServer after Transaction Management is installed.

  4. Then, for every individual transaction, the Receiver Identification segment is updated with the qualifiers REF.01=EV (Receiver Identification Number) and REF.02=${MailBox}. Also the transaction's Interchange Usage Indicator (ISA.15) is updated based on the Trading Partner settings.

  5. Finally, the 835 Claim Payment document is directed to the required destination defined by the Partner-specific Transport and MailBox values.

This profile is extendable and can be adjusted to your business needs. Here are a few options on how to do this:

  • Transaction Management users can use the TPM Lookup component to extract Trading Partner settings.
  • For a custom TPM system implementation there can be any proprietary mechanism that extracts Trading Partner settings.