YGC Record Type 38/Audit File

Clients may request a record type 38 file or an audit file through the You've Got Claims Network.

To create an upload audit file, from the tab, click the button to go to the Audit Screen.

Select a Forwarder by clicking the button and selecting from the drop down list.

The Forwarder might have several portfolios.  Users can chose to send each portfolio separately by typing the forwarder's  YGC Client Id and portfolio id.

For example: MD16.PLAT.  

Or users can chose to send all the forwarders account regardless of portfolio by typing the forwarder's  YGC Client Id.

 For example: MD16.

Select the Open Date Range of Accounts that need to be reported to your Forwarder.

To include Inactive Accounts in this export click the box next to Include Inactive Accounts

Select status code(s) by clicking the box next to the selection.

Select a Default Closed Status to be sent for accounts whose current Status is not defined in the Status Translation Table.

Then click the button, select to printer, screen or file.  

A report will be created of all records being added to the audit file.  The name of the audit file and its location are printed at the top of the report.  Typically these file are created in the upload data directory with a backup copy added to the backup upload data directory.

Once the report is created, the user will be asked if they want to create the upload file(s).   

Click the  button, to continue the upload process and create an open and closed upload file for the client.  The amount of upload data will determine how fast this process will go.  You are provided a status bar to monitor the upload progress.

To discontinue the upload process, click the  button.

You may preview the upload file as many times as they like before creating a upload file.