CSV Testing Guide

As part of Oscar's integration process, we require partners to complete a series of test enrollment transactions. The below examples correspond to the test cases OSCAR uses while setting up a new CSV enrollment integration.

Download all test cases here

Test Case 1: Add spouse to existing policy

1.1 Vendor creates initial enrollment transaction

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-00329.3212345678199999001402Martha JonesCHECKINGTruePASSIVEtest-policy-954952025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43595495MarthaJones1234567890[email protected]898079490SFEMALE1949-12-042131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 1.1

1.2 Vendor creates CHANGE transaction with ADD for spouse with new values for total premium

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-004371.1512345678199999001402Martha JonesCHECKINGFalsePASSIVEtest-policy-954952025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43595495MarthaJones1234567890[email protected]898079490SFEMALE1949-12-042131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-004371.1512345678199999001402Martha JonesCHECKINGFalsePASSIVEtest-policy-954952025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778940896EdwardAllen1234567890[email protected]453822462IFEMALE2024-07-072131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 1.2

Test Case 2

2.1 Initial enrollment file with Subscriber and Dependent (Child) enrolling into Policy A

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-00548.3312345678199999001402Robert WallaceCHECKINGTruePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43523194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-00548.3312345678199999001402Robert WallaceCHECKINGFalsePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778996289JessicaCalhoun1234567890[email protected]911112239IFEMALE2023-02-022131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 2.1

2.2 Change transaction with cancellation for child with new values for total premium

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0043007.1612345678199999001402Robert WallaceCHECKINGFalsePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43523194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0043007.16PASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778996289JessicaCalhoun1234567890[email protected]911112239IFEMALE2023-02-022131-1False19True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CANCELLATION2025-03-01

Download test case 2.2

2.3 Change transaction to add child to Policy A with the original coverage start date with new values for total premium

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0044664.2512345678199999001402Robert WallaceCHECKINGFalsePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43523194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0044664.2512345678199999001402Robert WallaceCHECKINGFalsePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778996289JessicaCalhoun1234567890[email protected]911112239IFEMALE2023-02-022131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 2.3

2.4 Change transaction to cancel the entire existing policy (Policy A)

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0044664.25PASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778923194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CANCELLATION2025-03-01

Download test case 2.4

2.5 Reinstatement transaction for the entire existing policy (Policy A)

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0044664.2512345678199999001402Robert WallaceCHECKINGTruePASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43523194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007REINSTATEMENT

Download test case 2.5

2.6 Soft termination for the entire existing policy (Policy A)

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0044664.25PASSIVEtest-policy-231942025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43523194RobertWallace1234567890[email protected]600917737SFEMALE1973-05-112131-1False18True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007TERMINATION

Download test case 2.6


Test Case 3

3.1 Initial enrollment file where 3 subscribers enroll into a policy

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0045220.7212345678199999001402Kimberly RichardCHECKINGTruePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43576673KimberlyRichard1234567890[email protected]942904280SFEMALE1936-03-272131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0045220.7212345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778962902AmyCamacho1234567890[email protected]904653012IFEMALE2022-06-182131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0045220.7212345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778924767ChristopherReed1234567890[email protected]199248414IFEMALE2015-05-122131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 3.1

3.2 Change transaction to add child dependent with BIRTH QLE and new values for total premium

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0080.1812345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43576673KimberlyRichard1234567890[email protected]942904280SFEMALE1936-03-272131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0080.1812345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00BIRTH2025-03-20123456778944516AnnetteRichard1234567890[email protected]934821319IFEMALE2011-01-262131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 3.2

3.3 Change transaction to terminate the dependent from the existing policy (Policy A)

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-009500.6712345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43576673KimberlyRichard1234567890[email protected]942904280SFEMALE1936-03-272131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-009500.67PASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43524767ChristopherReed1234567890[email protected]199248414IFEMALE2015-05-122131-1False19True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007TERMINATION

Download test case 3.3

3.4 Reinstatement transaction to add dependent back to the existing policy (Policy A)

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202599999NE7654321-00277.1512345678199999001402Kimberly RichardCHECKINGFalsePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43576673KimberlyRichard1234567890[email protected]942904280SFEMALE1936-03-272131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202599999NE7654321-00277.1512345678199999001402Christopher ReedCHECKINGTruePASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43524767ChristopherReed1234567890[email protected]199248414IFEMALE2015-05-122131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007REINSTATEMENT

Download test case 3.4

3.5 Soft termination for the entire existing policy (Policy A).

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-00277.15PASSIVEtest-policy-766732025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43576673KimberlyRichard1234567890[email protected]942904280SFEMALE1936-03-272131-1False18True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007TERMINATION

Download test case 3.5

Test Case 4

4.1 Initial enrollment for 2 members into a Policy A

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0049.6312345678199999001402Deanna SmithCHECKINGTruePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43550070DeannaSmith1234567890[email protected]978005596SFEMALE1938-11-072131-1False18True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0049.6312345678199999001402Deanna SmithCHECKINGFalsePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-20123456778978581RebeccaWelch1234567890[email protected]834852490IFEMALE2023-11-072131-1False19True2025-03-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007ADDITION

Download test case 4.1

4.2 Change transaction with subscriber address change.

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0049.6312345678199999001402Deanna SmithCHECKINGFalsePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43550070DeannaSmith1234567890[email protected]978005596SFEMALE1938-11-072131-1False18True2025-03-01eng15420 S 2nd StBenningtonNE6800715420 S 2nd StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON

Download test case 4.2

4.3 Change transaction with subscriber dob change and new premium.

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-002003.4212345678199999001402Deanna SmithCHECKINGFalsePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43550070DeannaSmith1234567890[email protected]978005596SFEMALE1938-11-072131-1False18True2025-03-01eng15420 S 2nd StBenningtonNE6800715420 S 2nd StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON

Download test case 4.3

4.4 Change transaction with policy change, new premium and QLE.

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202599999NE7654321-006004.2112345678199999001402Deanna SmithCHECKINGFalsePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43550070DeannaSmith1234567890[email protected]978005596SFEMALE1938-11-072131-1False18True2025-03-01eng15420 S 2nd StBenningtonNE6800715420 S 2nd StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON

Download test case 4.4

4.5 Change transaction to remove one dependent and update new premium and QLE

broker.first_namebroker.middle_namebroker.last_namebroker.prefixbroker.suffixbroker.phone_numberbroker.emailbroker.npnservicing_agent.first_nameservicing_agent.middle_nameservicing_agent.last_nameservicing_agent.prefixservicing_agent.suffixservicing_agent.phone_numberservicing_agent.emailservicing_agent.npnplan.yearplan.hios_idplan.monthly_premiumpayment.routing_numberpayment.account_numberpayment.payer_namepayment.account_typepayment.is_new_payment_instrumentenrollment.renewal_typeenrollment.external_policy_idenrollment.external_subscriber_idenrollment.cancel_overlapping_eligibilityenrollment.date_signedenrollment.qualifying_eventenrollment.qualifying_event_dateenrollment.application_idemployer.employer_nameemployer.employer_tinenrollee.external_member_idenrollee.issuer_member_idenrollee.first_nameenrollee.middle_nameenrollee.last_nameenrollee.prefixenrollee.suffixenrollee.phoneenrollee.emailenrollee.ssnenrollee.marital_statusenrollee.sexenrollee.date_of_birthenrollee.ethnicityenrollee.is_tobacco_userenrollee.relationship_to_policy_holderenrollee.is_requesting_coverageenrollee.coverage_start_dateenrollee.coverage_end_dateenrollee.language_preferenceenrollee.mailing_address.address_line_1enrollee.mailing_address.address_line_2enrollee.mailing_address.cityenrollee.mailing_address.stateenrollee.mailing_address.zipcodeenrollee.residential_address.address_line_1enrollee.residential_address.address_line_2enrollee.residential_address.cityenrollee.residential_address.stateenrollee.residential_address.zipcodeenrollee.change_typeenrollee.change_effective_dateenrollee.additional_maintenance_reason
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0077.1412345678199999001402Deanna SmithCHECKINGFalsePASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43550070DeannaSmith1234567890[email protected]978005596SFEMALE1938-11-072131-1False18True2025-03-01eng15420 S 2nd StBenningtonNE6800715420 S 2nd StBenningtonNE68007CHANGE2025-03-01ADDITIONAL_MAINTENANCE_REASON
BrokerMBrokerton8555200188[email protected]20090977AgentBondMr.202512345NE1234567-0077.14PASSIVEtest-policy-500702025-03-20 10:04:00.000+00:00HRAS2025-03-201234567789The Man23424586-43578581RebeccaWelch1234567890[email protected]834852490IFEMALE2023-11-072131-1False19True2025-03-012025-04-01eng11401 N 156th StBenningtonNE6800711401 N 156th StBenningtonNE68007TERMINATION

Download test case 4.5