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