Carrier Feed Project Status

OVERVIEW

This article will help you track the status of your Carrier Feed Project, and provides guidance on what needs to be done to advance the project from each status noted.

If you have any questions about your carrier feed project, reach out to your EDI Consultant, or the assigned engineer. You should expect to receive separate emails related to each individual carrier feed you have with Namely, as different carriers operate on different timeframes, and it's easier to isolate specific issues with different email chains.

BEST PRACTICES

Continue to make manual contributions and enrollments with your carrier until the project is completed and your feed goes live.
CC editesting@namely.com on all emails sent during the build process.

CARRIER FEED PROJECT STATUSES

The following table contains the different statuses that a carrier feed project can be in, what each status means, and who must take action to move the project forward.

TIP:

Using a Control+F (for PC) or Command+F (for Mac) to search for your status in the chart below.

Status	Communication	Action Owner
Additional Services Agreement	We are currently preparing the Additional Services Agreement that will serve as an invoice to this feed.	Namely
Approved	Great news! Your carrier has approved your file for a 'Go-Live' date. We need to obtain the date that works for you to turn this connection on.	Client
Brokerage Triage	Your Namely broker is reviewing your data before we send it to your carrier.	Broker
Carrier Corrections Needed	We are reviewing feedback from your carrier and will either need to make changes to our build, or request data updates from you in order to send another test file.	Namely
Carrier Feedback Received	We received feedback and are about to make changes in order to send another test file to your carrier for approval.	Namely
Client in Manual Enrollment	The client has confirmed that they will make manual enrollments for this feed.	Client
Data Corrections Needed	Changes to your Namely benefits data need to be made in order to pass information correctly to your carrier.	Namely
Data Validation	Data corrections need to be made in Namely before we can send accurate information to the carrier.	Namely + Client
DV: Data Fix	Data corrections need to be made in Namely before we can send accurate information to the carrier.	Namely + Client
DV: Waiting on Broker	Data corrections need to be made in Namely before we can send accurate information to the carrier.	Broker
DV: Waiting on Carrier	Data corrections need to be made in Namely before we can send accurate information to the carrier.	Carrier
DV: Waiting on Client	Data corrections need to be made in Namely before we can send accurate information to the carrier.	Client
Escalated	We have marked this project with the most urgent priority.	Namely
In Progress	We are currently updating or building your file, will test it for quality, and then send a test file to your Carrier for approval.	Namely
In Triage	We have validated your contract for this EDI feed. We are in the process of verifying your data for any discrepancies, and we may need to contact you to resolve them. You may run the 'Namely Data Audit Report' in Namely Payroll to obtain a preview of this process at any time.	Namely + Client
Info Needed	We require more information before we can continue this project.	Client
Namely Corrections Needed	We are reviewing our internal build for quality issues to prevent errors before testing with your carrier	Namely
OE Approved	Great news! Your carrier has approved the Open Enrollment updates we made to your file.	N/A
OE Elections Sent	We have sent your Open Enrollment data to your carrier and are waiting to hear back on the results.	Carrier
OE Elections Sent w/o Confirmations	We have sent your Open Enrollment data to your carrier and are waiting to hear back on the results.	Carrier
OE Elections Sent w/o Structure	We have sent your Open Enrollment data to your carrier and are waiting to hear back on the results.	Carrier
OE Questionnaire	We sent a recent communication to your carrier to obtain the information we need to update for feed for Open Enrollment changes.	Carrier
On Hold	We have currently placed this project on hold.	Anyone
Pending Development	Your carrier's technical requirements are being developed by our Engineering department. Once complete, we may continue this project.	Namely
Pending OE Confirmations	We are waiting until the client finishes confirming enrollments before sending the OE File.	Client
QA	We are reviewing our internal build for quality issues to prevent errors before testing with your carrier.	Namely
QA Approved	We have reviewed our internal build for quality to prevent errors while testing with your carrier. We are preparing to send a test file to your carrier for approval.	Namely
QA Rejected	After an internal quality audit, we've identified some changes that need to be made before attempting to re-send this file.	Namely
Ready for Assignment	Your Namely data has recently been audited and is clean. We will be assigning this project to an Engineer shortly.	Namely
Ready for QA	We are preparing to review our internal build for quality issues to prevent errors before testing with your carrier.	Namely
Sent to Carrier	We have sent a test file to your carrier and are waiting to hear back on the results.	Carrier
Structure Received	We have recently obtained the 'Plan Structure', which is a mapping of our plans to your carrier's plans. We will be assigning your project to an Engineer shortly.	Namely
Structure Requested	Before we can build this feed, we need an up to date 'Plan Structure', which is a mapping of our plans to your carrier's plans. We have reached out to your carrier to obtain this information. If you have any specific contacts at your carrier that you would prefer that we work with, please let us know!	Carrier + Client (if applicable)
Test Scenarios	Your carrier requires detailed testing scenarios with your data. We are preparing mock data in order to satisfy these requirements. This requires additional time for this build. Your carrier may be able to waive these testing requirements at your request.	Namely
Waiting on Broker	We require more information from your broker before we can continue this project.	Broker
Waiting on Carrier	We have sent a test file to your carrier and are waiting to hear back on the results.	Carrier
Waiting on Carrier + Client	We require additional information from your carrier before we send a test file. If you have any specific contacts at your carrier that you would prefer that we work with, please let us know!	Client + Carrier
Waiting on Client	We require more information from you before we can continue this project.	Client