Defining the source data

Manually enter the record definitions for the source data, which is enrollment data from your trading partner. The enrollment file is produced by your trading partner’s human resources application (HR_ENRL.SEQ) and consists of two record types – one for subscribers (ENRL_SUB) and one for dependents (ENRL_DEP). These formats are displayed below:

HR_ENRL.SEQ
REC_TYPE              1     AN
SUBSCR_ID             9     AN
RELATIONSHIP          1     AN
SSN                   9     AN
NAME_LAST            20     AN
NAME_FIRST           20     AN
NAME_MI               1     AN
ADDR1                35     AN
ADDR2                35     AN
CITY                 20     AN
STATE             2    AN
ZIP_5             5    AN
DT_OF_BRTH        8    DT
COVG_START_DT     8    DT
COVG_END_DT       8    DT

StepsManually entering record definitions

ECMap automatically calculates the record length for you as you add fields to the record.

  1. Select Records/Tables on the toolbar or Workspace. The Records/Tables window displays.

  2. Right-click Records on the Records/Tables window and choose New Record from the drop-down menu. The New Record window displays with the Required tab selected.

  3. Enter the following on the New Record window, Required tab:

  4. Select the Optional tab.

  5. In Record Type, select Source (input data to map).

  6. Select OK to display the New Field window. The New Field window has two tabs – Fields and Options.

StepsNavigating through the fields in a record

ECMap automatically fills in the Start Position of the current field. For the first field in a record, ECMap enters “1”. For subsequent fields, ECMap calculates the start position based on the field lengths you entered for the previous fields.

  1. On the Fields tab, ECMap automatically enters the Record Name, ENRL_SUB.

  2. The Field Description is optional; if you leave it blank, ECMap populates it with the Field Name.

  3. You must enter the Field Name, Length, and Type on the Fields tab.

  4. The Web Parameter is required only for HTML or XML data.

  5. If you begin typing “AN” ECMap automatically enters the alphanumeric Field Type for you.

  6. After you enter the information on the Fields tab for each field (except the last), select Next. A blank New Field window displays. After you enter the information for the last field in the record,

  7. Select OK to return to the New Record window.

  8. After you have entered the information for one field, to move to a new field, you can TAB down to Next and press Enter, select Next, or press the “N” key while holding down the ALT key.

StepsEntering information in the fields in a record

  1. Enter the following on the Fields tab, then select Next:

    Field Name          REC_TYPE
    Field Length        1
    Field Type          AN
    
    
  2. Enter the following on the Fields tab, then select Next:

    Field Name          SUBSCR_ID
    Field Length        9
    Field Type          AN
    
    
  3. Enter the following on the Fields tab, then select Next:

    Field Name         RELATIONSHIP
    Field Length        1
    Field Type          AN
    
    
  4. Enter the following on the Fields tab, then select Next:

    Field Name          SSN
    Field Length        9
    Field Type          AN
    
    
  5. Enter the following on the Fields tab, then select Next:

    Field Name          NAME_LAST
    Field Length        20
    Field Type          AN
    
    
  6. Enter the following on the Fields tab, then select Next:

    Field Name          NAME_FIRST
    Field Length        20
    Field Type          AN
    
    
  7. Enter the following on the Fields tab, then select Next:

    Field Name          NAME_MI
    Field Length        1
    Field Type          AN
    
    
  8. Enter the following on the Fields tab, then select Next:

    Field Name          ADDR1
    Field Length        35
    Field Type          AN
    
    
  9. Enter the following on the Fields tab, then select Next:

    Field Name          ADDR2
    Field Length        35
    Field Type          AN
    
    
  10. Enter the following on the Fields tab, then select Next:

    Field Name          CITY
    Field Length          20
    Field Type          AN
    
    
  11. Enter the following on the Fields tab, then select Next:

    Field Name          STATE
    Field Length        2
    Field Type          AN
    
    
  12. Enter the following on the Fields tab, then select Next:

    Field Name          ZIP_5
    Field Length        5
    Field Type          AN
    
    
  13. Enter the following on the Fields tab, then select Next:

    Enter on the Fields tab:
    Field Name          DT_OF_BIRTH
    Field Length        8
    Field Type          DT
    
    
  14. Two text boxes appear. Select from the drop-down list, then select Next:

    Date Format          YYYYMMDD
    Century Minimum Type Use global century minimum
    
    

    NoteIf you start typing “YYY..” ECMap automatically enters the Date Format for you.

    If you start typing “Use Glo...”, ECMap enters the Century Minimum Type for you automatically.

  15. Enter on the Fields tab:

    Field Name          COVG_START_DT
    Field Length        8
    Field Type          DT
    
    
  16. Two text boxes appear. Select from the drop-down list, then select Next:

    Date Format          YYYYMMDD
    Century Minimum Type Use global century minimum
    
    
  17. Enter on the Fields tab:

    Field Name          COVG_END_DT
    Field Length        8
    Field Type          DT
    
    
  18. Select from the drop-down list:

    Date Format          YYYYMMDD
    Century Minimum Type Use global century minimum
    
    

    Select OK to return to the Records/Tables window. The fields in the record ENRL_SUB are displayed.

    NoteIf you accidentally select Next instead of OK, you must select Cancel to exit from the Field Properties window and return to the New Record window.

StepsCreating a copy of a record and its fields

  1. Right-click ENRL_SUB and choose Template Record from the drop-down menu.

    The Template Record window displays with the Required tab selected. Record Description, Record Length, and End Character are automatically populated with information from the ENRL_SUB record.

  2. For the Required tab, enter or change the following:

  3. Select the Optional tab.

  4. Select OK to return to the Records/Tables window.

StepsAdding field attributes to the manually entered records

  1. On the Records/Tables window, open ENRL_SUB, right-click REC_TYPE under ENRL_SUB, and choose Field Properties from the drop-down menu. The Field Properties window displays.

  2. Select the Options tab to make it active. Select the check box next to Record Type to check it and then select in the Record Type text box.

  3. Type S in the text box and select OK to return to the Records/Tables window. Close the ENRL_SUB record by selecting the minus button next to it.

    NoteThe “record type” field property associates an application data record with a layout. In this example, assign “S” as the record type for a subscriber record and “D” as the record type for a dependent record. This is an arbitrary choice, and you may assign any unique value you choose.

  4. Open ENRL_DEP, right-click REC_TYPE under ENRL_DEP, and choose Field Properties from the drop-down menu. The Field Properties window displays.

  5. Select the Options tab to make it active.

  6. Select the check box next to Record Type to check it and then select in the Record Type text box.

  7. Type D in the text box and select OK to return to the Records/Tables window.

  8. From the File menu on the Records/Tables window, choose Close to return to the main ECMap window.