Eligibility File

Employee eligibility data file containing employee information for enrollment and payroll processing.

File Information

Property	Value
File Type	CSV
Delimiter	comma (,)
Includes Headers	Yes

Fields

Position	Header Name	Description	Required	Type	Format	Valid Values	Example
1	Client ID	Employer-specific unique identifier in partner's system	Yes	String			EMPLOYER-12345
2	Employee ID	Employee-specific unique identifier in the employer's system	Yes	String			EMPLOYEE-12345
3	Plan ID	Health Plan ID for individual. Required only if Product Type is Fully Integrated Financing	Conditional	String			PLAN-12345
4	Plan Year Start	Start of individual's plan year	Yes	Date	YYYY-MM-DD		1990-01-15
5	Plan Year End	End of individual's plan year. Required if Plan Year Start is provided	Conditional	Date	YYYY-MM-DD		1990-01-15
6	First Name	Legal first name	Yes	String			John
7	Last Name	Legal last name	Yes	String			Smith
8	Birth Date	Date of birth	Yes	Date	YYYY-MM-DD		1990-01-15
9	Address 1	Address line 1. Physical addresses must not be P.O. boxes, registered agent addresses, or in prohibited countries.	Yes	String			123 Main Street
10	Address 2	Residential Address (no PO boxes)	No	String			Apt 4B
11	City	City	Yes	String			Nashville
12	State	State	Yes	String	Standard 2-letter state code abbreviation		TN
13	ZIP Code	Postal Code, required for US addresses.	Yes	Integer			37203
14	Email Address	Individual's Personal Email Address. Must be unique to each individual	Yes	String			john.smith@example.com
15	Phone Number	Should not include country code or extensions. Must be unique to each individual	Yes	Integer			5555555555
16	Credit Limit	For fully integrated financing, the individual's MOOP value to be used in this field. For card based individuals, please refer to the business to populate this value.	Yes	Integer			500
17	Product Type	Card Based OR Fully Integrated Financing	Yes	Enum		CARD_BASED, FULLY_INTEGRATED_FINANCING	Card Based
18	SSN	Should include all 9 digits. Must not start with a 9.	Yes	Integer			XXXXXXXXX
19	Dependent Count	Can be any number, including 0. If missing, system will assume 0 dependents.	No	Integer			0

Example

Client ID,Employee ID,Plan ID,Plan Year Start,Plan Year End,First Name,Last Name,Birth Date,Address 1,Address 2,City,State,ZIP Code,Email Address,Phone Number,Credit Limit,Product Type,SSN,Employment Status,Dependent Count
EMPLOYER-12345,EMPLOYEE-12345,PLAN-12345,1990-01-15,1990-01-15,John,Smith,1990-01-15,123 Main Street,Apt 4B,Nashville,TN,37203,john.smith@example.com,5555555555,500,Card Based,XXXXXXXXX,0