Ingest past insurer data prompt
Template¶
I'm processing new past insurer data from a new customer.
Customer info:
- customer: <customer_name> (used for sheet name, URI, and config key)
- past insurer: <insurer_name> (or "unknown" if not provided)
Excel columns mapping:
| Column in Excel | Maps to |
|---|---|
<column_name> |
primary SSN (SSN_PRIMARY) |
<column_name> |
beneficiary SSN (SSN_BENEFICIARY) |
<column_name> |
parent SSN (SSN_PARENT) |
<column_name> |
beneficiary type (BENEFICIARY_TYPE) |
<column_name> |
beneficiary last name (BENEFICIARY_LAST_NAME) |
<column_name> |
beneficiary first name (BENEFICIARY_FIRST_NAME) |
<column_name> |
birth date (BIRTH_DATE) |
<column_name> |
birth rank (BIRTH_RANK) |
<column_name> |
care date (CARE_DATE) |
<column_name> |
primary last name (PRIMARY_LAST_NAME) |
<column_name> |
primary first name (PRIMARY_FIRST_NAME) |
Beneficiary type values:
- primary: <value>
- partner: <value>
- child: <value>
Can you create the config to find insurance profiles for every beneficiary type? If no existing strategy works, create a new one.
Pick strategies based on available columns