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Error Handling for Bulk Enrollment
During the bulk enrollment process, errors may occur during a CSV file upload or because of missing or inaccurate data processes by asynchronous enrollment job. Get notified when the enrollment is completed and receive a list of errors if enrollment couldn't be completed.
Errors During a CSV File Upload
If the uploaded CSV file contains data errors, you receive an error message. In the downloaded CSV file, review and correct the errors. If you skip this step, members with errors aren't enrolled.
After you fix the errors, upload the CSV file again, and then click Enroll.
Errors After Asynchronous Jobs are Completed
Quickly generate and view a list of enrollment request errors for large groups with the click of a button.
After an enrollment request completes with errors, generate an Error CSV file by clicking Generate Error CSV. A CSV file summarizing the errors is created and attached to the Account page in the Notes & Attachments related list.
The CSV file name format (AccountName)_ + (InsuranceEnrollmentRequestId)_ + (CSV generation time) helps users locate and correct issues more easily. The file name uniquely identifies the account and enrollment request associated with the errors.
Fix the errors in the CSV file. Upload the file again and click Enroll. The other way to fix the errors is to click the action menu for the member with errors to fix, and then select Edit Member. Make necessary changes to fix the errors, and then click Enroll.
