Transaction Insight Reference Manual Contents  I Admin - Filters - Partner Filter

TIBCO Foresight® Transaction Insight®

Reference Manual

Software Release 5.2 September 2017

Two-second advantage®

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Contents

Introduction 1 Overview ...... 1 Intended Audience ...... 1

External Identifiers 3 Overview ...... 3 Setting up External Identifiers...... 4 Example ...... 9 Accessing a Transaction Insight Form from Outside the Portal ...... 14

Force Through Processing 19 Overview ...... 19 Force Through for Type 7 and 8 Errors ...... 19 Force Through for Delete/Return ...... 21 Restricted Error Correction ...... 22

Managing Confidentiality 23 Confidentiality Overview ...... 23 Confidentiality on the Document Summary Page ...... 23 Confidentiality on Transaction Insight Forms and Fields Not on Forms ...... 24 Who can see Confidential Data ...... 26 The Blockout Character ...... 26 Access Control on Form Fields ...... 26 Confidentiality Example ...... 28

Security Features in Transaction Insight 33 Overview ...... 33 Authentication ...... 34 Authorization ...... 38 Auditing ...... 49

Additional Security Recommendations 51 Overview ...... 51 Network Security ...... 51 Passwords ...... 51 Web Server ...... 51 Database Server ...... 53 "Back End" Server ...... 53

Appendix A: Audit Information Details 55 Admin - Alert ...... 55

Transaction Insight Reference Manual Contents  i Admin - Filters - Partner Filter ...... 56 Admin - Filters - Transaction Filters ...... 59 Admin - Filters - Group Filter ...... 60 Admin - My Account ...... 61 Admin - Partner Profile ...... 61 Admin - Partners ...... 68 Admin - Partners - Partner Group ...... 69 Admin - Partners - Receivers ...... 71 Admin - Partners - Senders ...... 74 Admin - Roles ...... 77 Admin - Settings ...... 78 Admin - Team ...... 83 Admin - Users ...... 88 Archive – Action ...... 89 Archive – EDI DTL File View ...... 91 Archive – Edifact Viewer ...... 92 Archive – File Search ...... 94 Archive – Filter Search ...... 94 Archive – Filters ...... 95 Archive - Metadata ...... 95 Archive – Image File View ...... 96 Archive - Ping ...... 96 Archive – Quick Search ...... 96 Archive – Search Preferences ...... 97 Archive – Take Action ...... 98 Archive – XML File View ...... 98 Archive Admin – Actions ...... 99 Archive Admin – Clear Images ...... 100 Archive Admin – Root Folders ...... 100 Archive Admin – Settings ...... 101 Archive Admin – Temporary Image Storage ...... 102 Document - View ...... 103 Download To Excel ...... 103 Files – 275 Attachments ...... 104 Files - Upload ...... 105 Files - View ...... 105 Login ...... 106 OpMon - Search ...... 107 Statistics ...... 108 Tasks - My Tasks ...... 111 Tasks - Task Analysis ...... 114

Transaction Insight Reference Manual Contents  ii Introduction

Overview

This document provides reference material for the technical team that configures TIBCO Foresight® Transaction Insight®. It includes information on use of external identifiers in data, managing confidentiality, controlling system security, and more. Due to the complexities of setting up these methodologies, you may wish to discuss your needs with TIBCO Foresight Technical Support before you begin.

Intended Audience

This document details advanced Transaction Insight® activities that may require knowledge of: . EDI . Windows system administration . UNIX administration if you are installing parts of Transaction Insight on UNIX. In addition to familiarity with Transaction Insight and its various components, the activities may also require knowledge of the following TIBCO Foresight products: . TIBCO Foresight® EDISIM® guideline development . TIBCO Foresight® Instream® validation . TIBCO Foresight® Studio.

Transaction Insight Reference Manual Introduction  1 Transaction Insight Reference Manual Introduction  2 External Identifiers

Overview

External identifiers let your users search for a document by entering an ID that your company uses to identify it. Use of external identifiers requires configuration of several areas, including validation and importing, as detailed in this section. Using an external identifier to find a Transaction Insight document:

If your Web.config enables ShowDocumentSummaryDetails, the bottom of the Document Summary page will display the external identifier values.

Transaction Insight Reference Manual External Identifiers 3 Importing documents so that they have external identifiers:

Instream® EDI DTL EDI Validation Importer Transaction DTL Insight Guideline INI with with cust rec cust rec

  

 EDI is validated with a guideline that puts a custom record in the DTL file. This record contains the external identifier.

 EDI and DTL files are sent to Importer to be imported into the Transaction Insight database. Importer’s INI file has modifications to accommodate the custom record.

 Transaction Insight users can directly access these documents via the Document Search page or by linking from an external website.

Setting up External Identifiers

Database Changes

Run a script like this against the Transaction Insight database (this example is in SQL Server format): insert into externalidentifierdefinition (fieldnumber, dbtablename, dbcolumnname, displayname, [type]) values(1, 'ExternalIdentifierCrosswalk', 'ExternalIdentifier1', '', 'string')

Customize the underlined text , which will appear on your Search page drop- down list. In this example ExternalID#1 is the customized text:

Transaction Insight Reference Manual External Identifiers 4

Common Administration Settings

Choose the “landing page,” the page that the user will see after selecting an External ID from the Search Documents page or a link from an external website. To do this: 1. Log on to Transaction Insight as an administrator. 2. Under Common Administration, go to Admin | Settings | General Settings. 3. Scroll to the section Document Landing Page. 4. Choose Document View (user goes to the form) or Document Summary (user goes to the Document Summary page):

5. Save Changes.

Transaction Insight Reference Manual Setting up External Identifiers  5 Importer Changes

1. Edit Importer.ini in your Transaction Insight environment’s Bin directory:

2. Add a useridzrec line to the Application section. This identifies the name of the custom record as it will appear in the validation DTL file:

Validating

Guideline for Validation The guideline must generate a validation detail results file with a custom record containing the external ID to be used when searching and linking. This record must appear once for each application document in the file. You will need to add Custom Record business rules to your validation guidelines to accomplish this.

To create this guideline, enlist the help of someone familiar with EDISIM® Standards Editor to:

1. Enter Standards Editor and create a new guideline or update an existing one. Look at the List of Application Documents section of ApplicationDocTables.pdf. Note the “document level” for your transaction.

2. In the new guideline, add business rules to create a custom record at the same document level as the IDENT record will go. This will be at the main document level. This record name should match the useridzrec entry in Importer.ini, without the leading Z, which will be added automatically during validation.

Transaction Insight Reference Manual Setting up External Identifiers  6 If you will be using external IDs in other guidelines, use exactly the same custom record name in every guideline. See Custom Record Business Rules in BusinessRules.pdf for details. For an example, see page 10.

3. Save the guideline.

4. If it is a HIPAA document, merge it with a TIBCO Foresight guidelinePlus that has types 1-7 HIPAA rules and creates document-level IDENT records. For the names of these guidelines, see ForesightHIPAAguidelineList.pdf. If this is not a HIPAA document, be sure that it creates document-level IDENT records as described in FSUID_and_AppDocs.pdf.

5. Copy the resulting production guideline to Instream’s Database directory.

Validation Profile (APF) To create IDENT records in the DTL file:

1. Edit the validation profile (APF file) that will be used when validating files that will be imported into Transaction Insight:

Transaction Insight Reference Manual Setting up External Identifiers  7 2. Put IDENT=1 in the [Detail Record Output] section:

Transaction Insight Reference Manual Setting up External Identifiers  8 Example

Example Setup

1. Importer.ini

2. Common Administration, Settings | General Settings:

3. APF file IDENT=1

4. Database Add the external identifier to the database as described in Database Changes on page 4, using Date-Time-Provider-ClmNum as the value to appear on the drop-down list.

Transaction Insight Reference Manual External Identifiers  9 Example Guideline Setup

We are calling our EDISIM guideline 837P_5010_EIDrecord.std.

Create rules for custom record – HIPAA example

ST segment BusinessRules.CustRec.DefineCustomRec EID M DateTimeSubClm/40

BHT04 BusinessRules.Variable.SetVar BHTdate Current_Element

BHT05 BusinessRules.Variable.SetVar BHTtime Current_Element

2010BA NM109 BusinessRules.Variable.SetVar 2010BANM109subID Current_Element

CLM01 (subscriber and dependent) BusinessRules.Variable.SetVar CLM01id Current_Element BusinessRules.Utilities.AppendString DateTimeSubClm BHTdate BusinessRules.Utilities.AppendString DateTimeSubClm BHTtime BusinessRules.Utilities.AppendString DateTimeSubClm 2010BANM109subID

BusinessRules.Utilities.AppendString DateTimeSubClm CLM01id BusinessRules.CustRec.OutputCustomRec EID BusinessRules.Variable.Clear DateTimeSubClm

Transaction Insight Reference Manual External Identifiers  10 Merge guidelines

Since this is a HIPAA guideline, we merge it with a HIPAA guidelinePlus.

From the EDISIM Standard’s Editor toolbar:

Merge with TIBCO Foresight’s PDSA5010837P guideline to get the IDENT records. We put our production guideline P837P_5010_EIDrecord.std into Instream’s database directory.

Transaction Insight Reference Manual External Identifiers  11 Update the Partner Automation File

Use the new guideline in your partner automation file:

Transaction Insight Reference Manual External Identifiers  12 Test with Instream

Validation Command Line "C:\Foresight\InStream\Bin\HVInStream.exe" - i"C:\Foresight\TransactionInsight\\DemoData\5010_837P_Match 3.edi" -o"C:\Foresight\InStream\Output\5010_837P_Match3_output.dtl" -gp837P_5010_EIDrecord -s"C:\Foresight\Instream\Bin\TI_usual.apf"

Detail Validation Results File This section of the DTL file shows the EID record, with the Z automatically added to the front of the name. The line above shows the IDENT record for this claim.

The ZEID contains this:

Example Transaction Insight Page

1. Import a 5010 837P. 2. Log in to Transaction Insight and go to its Search Documents page. 3. Click the External Identifiers Search tab.

Transaction Insight Reference Manual External Identifiers  13 4. Type or paste a value that identifies a specific claim and click Search.

5. Depending on your choice under Common Administration, you will see the Document Summary page or the form for that application document. If the search returned multiple documents, they will appear in a table with links to its Document Summary Page or form.

Accessing a Transaction Insight Form from Outside the Portal

If you know the document’s FSUID or unique ID and can log in to the portal, you can go directly to a document by specifying a URL from outside of Transaction Insight. You will go to either its document view or its document summary page (in read-only mode). This depends on the setting of Common Administration | Admin | Settings | General Settings | IsDocViewDefaultUIDLandingPage. If the FSUID or unique ID matches more than one document, you will see a list of all documents matched. You can then choose whether to go to the document summary or document view page.

Transaction Insight Reference Manual External Identifiers  14 URL using FSUID

The format of the URL is: http://webserver/environment/tasks/displaydocument.aspx?fsuid=fsuid

Where: webserver The server that hosts the Transaction Insight portal environment The Transaction Insight environment fsuid The document’s FSUID

You can see the document-level FSUID in two places: . In an IDENT record in the validation detail results:

. In the Transaction Insight database’s Document table:

Example

Assume:

. The webserver is HelloYou . The Transaction Insight environment is TIprod . The document’s Z-record value and filter number.

Steps: 1. Enter this URL into a browser:

http://HelloYou/TIprod/TI/tasks/displaydocument.aspx?fsuid=A12F90A1-7AC6- 11E2-A38A-EF9720BA6CC7 2. Log in to the portal when prompted:

Transaction Insight Reference Manual External Identifiers  15 3. See the form or document summary page:

URL using External Identifier

The format of the URL is: http://webserver/environment/TI/tasks/displaydocument.aspx?uidcol=n&uidval= value Where: webserver The server that hosts the Transaction Insight portal environment The Transaction Insight environment n n is the index of the ExternalIdentifierCrosswalk table’s ExternalIdentifier column. This is normally 1, as in this example:

value The external identifier value – the highlighted value 3920394930 in the example above. This is taken from the Z-record in the validation detail results file:

Transaction Insight Reference Manual External Identifiers  16 Example

Assume:

. The webserver is HelloYou . The Transaction Insight environment is TIprod . The external identifier value and index are as shown above.

Steps: 1. Enter this URL into a browser: http://HelloYou/TIprod/TI/tasks/displaydocument.aspx?uidcol=1&uidval=3920394930 2. Log in to the portal when prompted:

3. See the form or document summary page:

Transaction Insight Reference Manual External Identifiers  17

Transaction Insight Reference Manual External Identifiers  18 Force Through Processing

Overview

Force Through lets you process documents within Transaction Insight that have uncorrected errors in one of two ways: . A Force Through button on a document’s form submits a document to an external directory even though it has uncorrected type 7 and 8 errors. . A Delete/Return button on an 837 document’s form creates two files in an external directory: the EDI and an XML file that lists the uncorrected error numbers, a status, and a comment entered by the user. You can only enable one of these.

Force Through for Type 7 and 8 Errors

If Type 7 and 8 Force Through is enabled, a form has a Force Through button that lets users submit documents that have uncorrected Type 7 and 8 errors. It works for any transaction and version as long as the uncorrected errors are all Type 7 and 8.

Setup

Web.config ExclusionSetting This causes the Force Through button to appear. ForceDirectory This specifies the directory where Transaction Insight saves forced documents.

Transaction Insight Reference Manual Force Through Processing  19 Excluding Certain Errors from Force Through You can specify certain errors that will prevent a document from being forced through. Go to Common Administration | Settings | Error Settings | HIPAA Level 7 Error Exclusion Settings and list the excluded errors:

Usage

1. Validate a document that has unfixed and non-excluded type 7 or 8 errors. If the status is Invalid and only type 7 and 8 errors are left, the Force Through button becomes active on the HIPAA form or Errors Not in Form page. If the document is valid, Force Through is not active. 2. Click Force Through. This places the EDI in the directory specified by ForceDirectory in Web.config. The status updates to Forcing or Forced. You can refresh the page to see the current status.

3. You can search for the status on the Search Documents page:

Statuses

Forced The Force Through process successfully created an EDI file in the directory specified by ForceDirectory in Web.config. Forcing The Force Through process is currently running.

Transaction Insight Reference Manual Force Through Processing  20 Force Through for Delete/Return

If Delete/Return Force Through is enabled, a form has a Delete/Return button that writes EDI and an XML file to a directory if the EDI has uncorrected errors. It works on any version of 837s and any error types.

Setup

Web.config

IsClaimForceThrough If on (set to ‘true’), the Delete/Return button appears on the form and Errors not in Form. ForceDirectory This specifies the directory where Transaction Insight saves forced documents.

Team Role Your user must be assigned to a team role which has the Delete/Return permission.

Usage

1. Validate an 837 from a form or Errors Not in Form page. If the status is invalid, the Delete/Return button becomes active.

2. Choose a status, add a comment, and click Delete/Return.

The Status changes to reflect your choice. You can refresh the page to see the current status.

Transaction Insight Reference Manual Force Through Processing  21 Transaction Insight writes two files to the directory identified by ForceDirectory in Web.config: . The EDI . An XML file that lists the error numbers, the status chosen by the user, and the comment entered by the user.

Example:

Presumably, some process is monitoring this directory for pairs of EDI and XML files and acting on them.

3. You can search for the status on the Search Documents page:

Statuses Deleted When using Force Through for Delete/Return, this document has been flagged as deleted. Deleting When using Force Through for Delete/Return, this document is currently in the process of been flagged as deleted. Returned When using Force Through for Delete/Return, this document has been flagged as returned. Returning When using Force Through for Delete/Return, this document is currently in the process of been flagged as returned.

Restricted Error Correction

This feature lets you control which errors can be corrected. See Restricted Error Correction in TIB_transactioninsight_n.n_commonadmin.pdf.

Transaction Insight Reference Manual Force Through Processing  22 Managing Confidentiality

Confidentiality Overview

Confidentiality lets you block out certain information in certain documents when viewed by certain Transaction Insight users. A typical example of confidentiality is preventing internal users from being able to tell that a claim was from one of their co-workers. The major steps are defining: 1. Which documents contain confidential data. 2. Which fields in these documents are confidential. 3. Who can see confidential data.

Confidentiality on the Document Summary Page

Extended fields display on the Document Summary page and these may include confidential data. To identify fields that should be blocked out on the Document Summary page for users who don’t have confidentiality permission: 1. In Common Administration, go to Settings | Document Fields in Common Administration. 2. Select the standard and transaction set. 3. Move the field to Confidential Fields. 4. Save.

Transaction Insight Reference Manual Managing Confidentiality  23 In this example, the extended field Name is being stored in the database, along with lots of other fields. We are preventing the name to display on the Document Summary page for users without Confidentiality permission.

Confidentiality on Transaction Insight Forms and Fields Not on Forms

Which Documents Contain Confidential Data

You will need to define which element determines whether confidentiality should be in effect for this particular document.

To do this:

1. Set up a transaction filter to capture some value from the data (Subscriber ID, for example) that determines whether this particular document is confidential. For instructions on setting up transaction filters, please see Filters_for_FPP.pdf. Use the same Z-record index for all transactions that are included in confidentiality. For example, if the ZZT01 record determines confidentiality for an 837P, it should do so for an 837I also.

2. Tell Transaction Insight which record it is. In Common Administration, go to the bottom of Settings | Document Fields and select the Confidentiality Z-Record index:

The Z-record in this example is ZZT01.

Transaction Insight Reference Manual Managing Confidentiality  24 3. Create a text file containing values that trigger confidentiality for this document. This file is a comprehensive list of all confidential identifiers. It is not just the new ones. If your Z-record contained subscriber IDs, this might be a list of Subscriber IDs for employees of your company. You wouldn’t want Transaction Insight Users from your company to know they are looking at data about a co-worker.

4. Load values from this file into the Transaction Insight database with TIUtilities -c parameter that points to the text file of identifiers, or use TIBCO Foresight® Studio’s TIUtilitiesLCI component. Example: TIUtilities.exe -c "C:\Foresight\identifiers\ID.txt" -dbtype "odbc" -db "DRIVER={SQL Server};SERVER=(local); DATABASE=TISQL;UID=1234;PWD=X892" -td "C:\logs" In this example, the text file is C:\Foresight\identifiers\ID.txt. Before displaying data in fields you have designated as confidential, Transaction Insight will check the value in its Z-record against the values that you loaded in the database. If there is a match, the confidential information will be blocked out for this document. To make changes later: 1. Update the file containing the identifying values. When finished, the file should contain a complete list of identifying values, not just the new ones. 2. Repeat the TIUtilities.exe –c command to replace the current database values with the ones from the file. The IDs in the file will be put in the database and ones that are no longer in the file will be deleted from the database.

Transaction Insight Reference Manual Managing Confidentiality  25 Who can see Confidential Data

Confidential information through the Statistics pages: 1. Under Roles, create a role to be used only by those who can see confidential information. 2. Select View Confidential Claims as well as any other permissions that you want them to have. 3. Assign this role to the users who can see confidential information. These users can now see confidential information on pages and forms opened through the Transmissions page.

Confidential information through the My Tasks pages: 1. Under Teams, create a team role to be used only by those who can see confidential information through My Tasks. 2. Select View Confidential Claims as well as any other permissions that you want them to have. 3. Assign this team role to the users who can see confidential information. These users can now see confidential information on pages and forms opened through My Tasks.

The Blockout Character

Web.config’s FormViewerCharacter key determines which character is used to block out the confidential data. It can be a keyboard character or an extended ASCII character: "FormViewerCharacter" value="*" > "FormViewerCharacter" value="█" >

For an extended ASCII character, turn on Num Lock and then use Alt+ ASCII code on the numeric keypad.

Access Control on Form Fields

Edit EdiAccessControl.xml, which is in your environment’s TIWeb\TI\EdiForms directory, to change what is being blocked on forms, and on the PDFs and XML files exported from forms. The file is preloaded with lines like these, which specify d o c um e n t/ loop/segment/element . These control access for fields:

Transaction Insight Reference Manual Managing Confidentiality  26 This line says: _837P For an 837P _2010BA/NM1/NM103 At this location

View=”75” A Transaction Insight user must have a form permission of at least 75 to view the data in the NM103 Edit=”75” A Transaction Insight user must have a form permission of at least 75 to edit the data in the NM103

A confidential field, as specified under Settings | Document Fields: . Causes the field's view and edit level to be considered 50. . Blocks out the data for roles that do not have View Confidential Claims selected, regardless of its Form View Level and Form Edit Level. . Shows the data for roles that have View Confidential Claims selected, if their Form View Level and Form Edit Level is at least 50. You can adjust what is blocked on forms by adding or editing lines to this XML file. Everything within the location specified will be blocked. The section after Reference= is in XPath syntax. An Internet search will turn up lots of information on XPath.

Examples

These examples will show the specified data only for roles that have form view/edit levels of at least 75.

To control access to the entire 835 transaction:

To control access to the entire 2100 loop:

To control access to each NM1 in 2100 loop:

To control access to the NM1 in the 2100 loop if the NM1-01 contains QC :

To control access to each NM1-03 in the 2100 loop:

To control access to the NM1-03 in the 2100 loop if the NM1-01 contains QC or IL:

To control access to the NM1-03 in the 2100 loop if the NM1-01 does not contain QC:

Transaction Insight Reference Manual Managing Confidentiality  27 Confidentiality Example

Create the Transaction Filter Use EDISIM Standards Editor to define the custom record:

Capture the value into variable 2010BANM109:

Output record ZT01 into the detail file:

Merge with a PDSA guideline:

Transaction Insight Reference Manual Managing Confidentiality  28 Add transaction filter to the Transaction Insight Database and the Portal On the Filters page:

Import a file and see if the filter is now selecting documents appropriately:

In Settings | Document Fields, select the Confidential Fields for 837I:

… and the Z-record that should be compared to the text file containing confidential document criteria:

Set up the list of confidential IDs

Transaction Insight Reference Manual Managing Confidentiality  29 These values in the Subscriber’s NM109 mean a document is confidential:

Load the values into the database with the TIUtilities -c parameter, or with Foresight Studio’s TIUtilitiesLCI component:

Specify who can see Confidential Values Set up a role that does not allow access to confidential information, and another that does:

Assign it to users who shouldn’t see confidential information:

Transaction Insight Reference Manual Managing Confidentiality  30 Load some data that contains a value from the text file:

Adjust Permissions for Team Roles Create a Team Role that does not have access to confidential information:

Assign it to users on this team who should not see confidential data:

Transaction Insight Reference Manual Managing Confidentiality  31 Log in as that user and be sure they cannot see confidential data on a form:

Transaction Insight Reference Manual Managing Confidentiality  32 Security Features in Transaction Insight

Overview

Transaction Insight provides the following security features. . Authentication - Verifying the identity of people who are accessing Transaction Insight . Authorization - Restricting access to screens and partner information . Auditing - Recording who did what, and when. This section details the use and configuration of these features.

Transaction Insight Reference Manual Security Features in Transaction Insight  33 Authentication

Authentication Summary

Authentication is verifying the identity of those accessing Transaction Insight.

Transaction Insight authentication features include: . Configurable password length and complexity requirements . Configurable password expiration and reuse interval . Passwords deactivated on repeated login failures . Automatic logouts . No shared or anonymous usernames

Password Length and Complexity

An administrative person can globally specify a “strong password” that includes any or all of these: . Minimum length . Upper case required . Lower case required . Numbers required . Special characters required This is specified under Settings | General Settings in the Transaction Insight Portal:

If a user tries to change the password to a non-compliant one, the requirements are displayed. Upon logon, a user who does not have a strong password is required to choose one that meets the specified requirements.

Transaction Insight Reference Manual Security Features in Transaction Insight  34 Password Expirations and Reuse

The Transaction Insight administrator globally sets the password expiration and reuse interval. This includes: . How many days can a password be in effect before it expires? After this interval, users must to change their passwords before logging in. . How many days must elapse before an old password can be reused? This is specified under Settings | General Settings in the Transaction Insight Portal:

Password Deactivation

A username is deactivated if: . Someone enters three consecutive invalid passwords when trying to log in. . Someone starts to change a password and then does not finish. . The Transaction Insight administrator explicitly deactivates it. This is controlled by editing the user on the Users page:

Automatic Logouts

The number of minutes before an inactive session and user are discontinued is globally configurable. This is set in the Web.config file.

Minutes until an inactive user is logged out:

Transaction Insight Reference Manual Security Features in Transaction Insight  35 Minutes until an inactive session is discontinued:

No Shared or Anonymous Logins

There is no “anonymous” access to Transaction Insight. Each login requires a unique username and password. Two users cannot log in to the same username at the same time.

Database Information Security

Importer, TIUtilities, and TIMatcher To enhance database security, Importer, TIUtilities, and TIMatcher no longer write database information to log files. For additional security, you may choose to encrypt database information. To do this, update your configuration file and run the program with the -encryptini option, specifying the location of your .ini file. For example: TIUtilities -encryptini C:\example\TIUtilities.ini In this TIUtilities example the line beginning with "db=" is changed to "db_enc=" and the remainder of the line is encrypted. IMPORTANT: After this change, connection information is machine-readable only. Ensure your database connection information is accurate before encrypting it.

Transaction Insight Portal (Web.config) Transaction Insight portal stores database password information in the appsettings section of Web.config. To encrypt this information: 1. Back up the unencrypted Web.config to another location, since the encrypted file will only work on the current machine. 2. Go to the directory containing Web.config (the environment’s TIWeb directory). 3. Execute the following at the command line: C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis. exe -pef "appSettings".

Transaction Insight Reference Manual Security Features in Transaction Insight  36 Note: The period at the end is part of the command. Look for this message: Encrypting configuration section... Succeeded! The appsettings section should now be encrypted. 4. Give ASPNET user access: C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis -pa "NetFrameworkConfigurationKey" "ASPNET" Look for this message:

Adding ACL for access to the RSA Key container... Succeeded! To unencrypt: C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis. exe -pdf "appSettings"

Transaction Insight Reference Manual Security Features in Transaction Insight  37 Authorization

Authorization Summary

Authorization is restricting or granting access to Transaction Insight screens and partner information. The only resource that does not require explicit permission is the user’s own account information: User Name, Email address, Password, and Email frequency. If a user does not have permission to see a screen, it is removed from the menu entirely. The Transaction Insight administrator has easy, centralized maintenance and consistency through roles and partner groups. In addition, the administrator chooses which fields to store in the database for each transaction.

Transaction Insight authorization features include: . Controlled access to partner information . Controlled access to screens . Controlled access to actual data . Controlled email contents and recipient list

Controlled Access to Partner Information

. By default, users do not have access to any partner information. . The access system is easily configured and maintained via reusable partner groups. . A Transaction Insight administrator uses the Assign Partners tab of the Partners page to assign each partner to one or more groups. To be visible to any user, a partner must be put into a group.

Transaction Insight Reference Manual Security Features in Transaction Insight  38 . A Transaction Insight administrator uses the Users tab of the Partners page to grant each user access to one or more groups. Users can only see data for partners in the groups to which they have been given access.

Controlled Access to Screens

Access to screens is controlled by roles, which are sets of permissions that determine what pages and form fields can be viewed. . By default, users do not have access to any screens except “My Account.” which contains: - User Name - Email address - Password - Email frequency . If a user does not have permission to see a screen, the screen’s name does not appear on the menu. . Permissions are set up and maintained centrally by “roles,” which are reusable sets of permissions, including separate options for each category of information:

 Administrative screens – give access to all of these:

Users Create or edit those who can log in to Transaction Insight

Partners Create or edit organizations that send data to or receive data from Transaction Insight

Roles Define permissions that determines what pages and form fields can be viewed; assign roles to users

Filters Create filters for statistics based on values in the data or attributes of the partners

Teams Define or edit sets of users who handle documents with errors

Settings Use a variety of administrative tools such as event log, defining emails, picking information to be imported into the database, etc.

Transaction Insight Reference Manual Security Features in Transaction Insight  39  Statistics screens – give access to all of these:

Documents See the number of documents processed by Transaction Insight, filtered by transaction type, partner, date, etc. Data includes volumes of documents sent to or from all partners that you are authorized to see.

Errors See reasons for document rejection, filterable in various ways. See which documents contained the errors, view a document on a web form.

Document Volumes Like Documents, except with an extra row to show the good and bad document count as well as the total document count.

Success Rate See the percentage of error-free documents for each transaction or partner. Compare and filter by transaction, dates, individual partner, partner group, or values. See the top 10 errors.

Transmissions See filterable information about number of transmissions, size, number of interchanges, groups and transactions, etc. See details for an individual transaction including data in a form, if Form View Level permission allows.

 EDI View See actual EDI for documents with errors.

 View Confidential View identifying information about people who are Claims flagged as confidential

 Tasks – give access to both of these:

My Tasks Access pages that control teams (groups that fix errors)

 Upload Upload files to a specified directory on the Transaction Insight web server

 View View files in a specified upload directory on the Transaction Insight web server

 Search Search for documents containing matching various criteria

Transaction Insight Reference Manual Security Features in Transaction Insight  40  Form View Level View limited or all data on a form (each field’s permission can be set separately)

 Form Edit Level Edit limited or all data on a form (each field’s permission can be set separately)

An administrator sets these up on Transaction Insight Portal’s Roles page:

Transaction Insight Reference Manual Security Features in Transaction Insight  41 Controlled Access to Actual Data

Viewing actual data is restricted to those explicitly given permission through roles or team roles.

Viewing and Correcting Data with Errors An administrator uses the Teams page to set up teams that have access to data containing errors on Transaction Insight Portal’s Teams page. Each team gets certain types of data according to routing rules set up by the administrator.

The administrator also decides who is on the team and what each team member can do. The permissions are easily configured and maintained via reusable team roles. A role is a set of permissions, including separate options for each category of information below. Team roles are easy to configure centrally (“template roles”) and then further customized for each separate team, as described below.

 Change Status to … Permission to change the status or priority of a particular document that has been assigned to this Change Priority team.

 Assign Task Permission to assign a document to a team member.

 Edit Document Permission to edit EDI data in a form.

 Unlock Document Permission to unlock documents that are locked because someone is editing them, or because someone previously edited them and navigated away without taking some action like canceling or saving.

 Submit Document Permission to “submit” corrected data (create an external file containing the data).

Transaction Insight Reference Manual Security Features in Transaction Insight  42  EDI view Permission to view actual EDI from a link at the top of a form they are viewing or editing.

 View confidential Permission to see confidential information on forms, claims if that feature has been implemented.

 Internally correctable Permission to edit documents that have errors designated as Internally Correctable.

 Validate document Permission to validate a document after correcting and saving it.

 Externally correctable Permission to edit documents that have errors designated as Externally Correctable.

 Form view level If set to 100, team member can view all data on a form. If set to another level, team member can see the data in form fields with view levels up to and including that number. View levels for each form are defined by a Transaction Insight administrator.

 Form edit level Like Form view level, only it allows editing.

Transaction Insight Reference Manual Security Features in Transaction Insight  43 An administrator sets up these team roles in two places: . Transaction Insight Portal’s Settings | Template Roles page (role will be available for all teams)

Transaction Insight Reference Manual Security Features in Transaction Insight  44 . Transaction Insight Portal’s Teams page (role will be available for a specific team)

The administrator then uses the Teams page to assign each team member one or more roles:

Transaction Insight Reference Manual Security Features in Transaction Insight  45

Field-by-Field Permissions Configurable access control lists control form field-by-field permissions. These are in editable XML files stored under the environment’s TIWeb\EDIForms directory. These elements have view and edit levels of 75:

The user’s role will specify what level of fields they can view and edit.

Transaction Insight Reference Manual Security Features in Transaction Insight  46 This role allows viewing of fields with view levels of up to 80, so users with this role could view all of the fields above. However, they cannot edit any of them.

Confidential Information An administrator defines which fields and subscribers/dependents are confidential in a text file identified by the TIUtilities.exe -c parameter. The administrator then defines which roles can see the confidential fields under Transaction Insight Portal’s Roles and Teams pages:

If this is not selected for a user, then the data is blocked out.

Specific Error Numbers An administrator can designate specific error numbers as: Not Correctable If a document has this error, a team cannot edit it. Internal Only If a document has this error, only someone with a team role that includes Internally Correctable can edit the form. External Only If a task has this error, only someone with a team role that includes Externally Correctable can edit the form.

An administrator sets this up on Transaction Insight Portal’s Settings | Error Settings page:

Transaction Insight Reference Manual Security Features in Transaction Insight  47 Controlled Email Contents and Recipient List

The Transaction Insight administrator controls the content of emails on Transaction Insight Portal’s Settings | Messages page. The Transaction Insight administrator controls the destination email addresses as follows:

Triggering event Email recipient Set up through

Task arrives for team Team owner TIUtilities with these parameters: -from -smtp -url Content of e-mail is specified under Settings | Messages | New bad document

Task is assigned to Team member Content of e-mail is specified under team member on My receiving task Settings | Messages | Task Tasks page assignment SmtpServer and FromAddress in Web.config

Alert is triggered Users identified at FromAddress in AlertProcessor.exe. bottom of Alerts page config All members of teams Schedule and content of e-mail is identified at the specified at the bottom of the Alerts bottom of the Alerts page page Schedule also depends on how often you run AlertProcessor

Transaction Insight Reference Manual Security Features in Transaction Insight  48 Auditing

Auditing Summary

Auditing is the logging of who did what, and when. Transaction Insight auditing features include: . Auditing can be enabled or not. . Auditing is all-or-none. You cannot pick out certain events to be audited. . Auditing results are viewable in the event log, which is available to administrative users. . Auditing results will include at least: - User ID or name of person taking the action - Date and time action occurred - Source (“sub-system”) through which the action occurred - Content (type of data being accessed), as well as activity being performed on that content . Auditing includes a record of: - Logins - Login failed attempts - Login failures causing username to be disabled - User actions that affect the database.

Enabling Auditing

To enable auditing of future actions, add this key to the Transaction Insight environment’s Web.config:

Transaction Insight Reference Manual Security Features in Transaction Insight  49

Viewing Auditing Results

You can see audited events under Settings | Event Log | Audit, which is available to administrative users.

Please see Appendix A: Audit Information Details on page 55 for details about the auditing information in the event log.

Transaction Insight Reference Manual Security Features in Transaction Insight  50

Additional Security Recommendations

Overview

Transaction Insight is generally considered to be composed of separate areas of functionality: The web server (or portal), the database server, and the "back end" processing server. These functional areas can be distributed across one or more servers in varying ways. In addition to the security features available within Transaction Insight there are some general best practices that should be considered when securing Transaction Insight installation.

Network Security

Whether or not your server is exposed to the Internet, it should always be behind a firewall. Firewall rules should be used to restrict access to your server as much as possible. For the Transaction Insight portal, all traffic is HTTP over TCP using a single port. All other ports should be blocked. Consider blocking all traffic to your server by default and allowing only trusted IPs to connect. The best possible case for network security would be a direct VPN between your network and your users.

Passwords

Consider using Windows Authentication to connect to your database from Transaction Insight applications. Otherwise you will have to store passwords in one or more Transaction Insight configuration files. While those files can be individually encrypted, Windows Authentication is both more secure and less of an administrative burden.

Web Server

Any web server should be hardened as much as possible. Even internal servers benefit from hardening by reducing the overall number of attack vectors inside your network.

Transaction Insight Reference Manual Additional Security Recommendations  51

System Patching

Transaction Insight portal runs as a .NET application under IIS on Microsoft Windows. Microsoft provides patches and support for all of these technologies. Keep your system software as up-to-date as possible. Consider at least a monthly maintenance window for operating system and vendor software updates. Antivirus protection with a more frequent update schedule is also recommended.

IIS

Permissions The Transaction Insight web application runs as a .NET application under IIS. Actions performed by the application are executed as the Windows user defined by the "Application Pool". Give this user the minimum required permissions. For example while this user needs write permission to their temp directory, there is no reason to give them write permission on the application directory (TIWeb). HTTPS HTTPS helps to protect user credentials as well as any PHI, PII, etc. that may be transmitted during a user session. If your server is exposed to the Internet you MUST use HTTPS. This requires at least a server-side certificate. If possible use mutual (two-way) authentication. Use the most secure cryptographic protocols and cipher suites supported by your clients. Disable unused protocols and suites.

File System Encryption

It is generally recommended to encrypt the file system of the web server. This protects against the loss of any private information in the event of theft of the system. For general operation of Transaction Insight, no application user credentials or EDI data is stored on disk. When using the claims correction feature, EDI data is temporarily stored on disk during the validation operation. This temporary information is removed using standard operating system commands, which technically makes it possible to recover the information if the underlying storage device were to be stolen. If you are not using Windows Authentication to connect to your database server, you will also be storing database user credentials in the Web.config and various ini files. Microsoft Windows Server 2008 R2 and later support whole drive encryption with the "Bitlocker" feature.

Transaction Insight Reference Manual Additional Security Recommendations  52

Database Server

Data Encryption

Some environments require data to be encrypted either at rest, in transit, or both.

Data in Transit Both Microsoft SQL Server and Oracle provide encrypted communications between client and server. Your environment may require the use of this feature.

Data at Rest Both Microsoft SQL Server and Oracle provide "Transparent Data Encryption.” As the name indicates, this is transparent to the application and requires no configuration changes to Transaction Insight.

"Back End" Server

File System Encryption

Data may reside on the "back end" server for varying lengths of time but even when data is deleted, it is usually with standard operating system commands. This can leave the data vulnerable to recovery if the underlying storage device is stolen. Your environment may require the encryption of data at rest. If so consider using whole drive encryption. Most vendors provide this option as part of the operating system.

Transaction Insight Reference Manual Additional Security Recommendations  53

Transaction Insight Reference Manual Additional Security Recommendations  54

Appendix A: Audit Information Details

This section contains details about the auditing information in the event log. Admin - Alert Module Admin -> Alerts Link Home :: Alerts URL http://localhost/TI3.2.0Web/Admin/Alerts/Alerts.aspx Web Page Name ...Admin\Alerts\Alerts.aspx.cs Web Action Add new Alert => Save Changes Description New Alert created with following Information. Alert Name :< Alert Name > Active flag: Yes/No Transaction Set: Direction: Internal Partner: External Partner: Internal Partner Filters: External Partner Filters: Condition type: Bad type flag: Yes/No Field type if chosen: Statistics type if chosen: Statistics condition if chosen: Statistics value if chosen: Schedule: External System or Type: Email Subject: Email Message: How often choice: Users to be emailed Teams to be emailed:

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Module Admin -> Alerts Link Home :: Alerts URL http://localhost/TI3.2.0Web/Admin/Alerts/Alerts.aspx Web Page Name ...Admin\Alerts\Alerts.aspx.cs Web Action Edit => Save Changes Description Alert modified with following Information. Alert Name :< Alert Name > Active flag: Yes/No Transaction Set: Direction: Internal Partner: External Partner: Internal Partner Filters: External Partner Filters: Condition type: Bad type flag: Yes/No Field type if chosen: Statistics type if chosen: Statistics condition if chosen: Statistics value if chosen: Schedule: External System or Type: Email Subject: Email Message: How often choice: Users to be emailed Teams to be emailed:

Module Admin -> Alerts Link Home :: Alerts URL http://localhost/TI3.2.0Web/Admin/Alerts/Alerts.aspx Web Page Name ...Admin\Alerts\Alerts.aspx.cs Web Action Delete Description Alert () removed from the system.

Admin - Filters - Partner Filter

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Partner Filter => Add New row => Save Description New Partner Filter created with following information. Filter Name: Description: Is Filter ID Used?: Yes/No Is Filter Generated: Yes/No Filter Type: Internal/External

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Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Partner Filter => Edit => Save Description Partner Filter modified with following information. Filter Name: Description: Is Filter ID Used: Yes/No Is Filter Generated: Yes/No

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Edit => Filter Value => Add new row => Save Description New Filter Value created with following information. Partner Filter: Filter Value: Filter Identifier: Order?:

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Edit => Filter Value => Edit => Save Description Filter Value modified with following information. Partner Filter: Filter Value ID: < ID > Filter Value: Filter Identifier: Order?:

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Edit => Filter Value => Delete Description Filter Value (ID: , Value:< Value >) for Filter ID: () deleted from our system.

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Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Code\BLL\PartnerFilterGenRule.cs Web Action Partner Filter => Edit => Save (Generated Filter Detail) Description Generated Filter Detail saved with following information. Transaction Set : < Transaction Set> Partner Type : < Partner Type> Direction : < Direction> When a new filter value is found. Only Unidentified Partners? Yes/No Rebuild? Yes/No Elements

Module Admin -> Filters Link Home :: Filters :: Assign Filter Values URL http://server/environment/Admin/AssignPartnerFilters.aspx Web Page Name ...Admin\AssignPartnerFilters.aspx.cs Web Action Partner Filter => Assign to partners => Assign Description Following partners assigned to Filter Value (Filter Value>).

Module Admin -> Filters Link Home :: Filters :: Assign Filter Values URL http://server/environment/Admin/AssignPartnerFilters.aspx Web Page Name ...Admin\AssignPartnerFilters.aspx.cs Web Action Partner Filter => Assign to partners => Remove Description Following partners removed for Filter Value (Filter Value>).

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Admin - Filters - Transaction Filters

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\TransactionFilter.ascx Web Action Add New row => Save Description New Transaction Filter created with following information. Transaction Set: Index: Filter Name: Description: Has Pre-defined Values?: Yes/No Is Search Only?: Yes/No Transaction Filter ID

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\TransactionFilter.ascx Web Action Edit => Save Description Transaction Filter modified with following information. Transaction Set: Index: Filter Name: Description: Has Pre-defined Values?: Yes/No Is Search Only?: Yes/No Transaction Filter ID

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\TransactionFilter.ascx Web Action Edit => Transaction Filter Value => Add new row => Save Description ZRecord Value created with following information. ZRecord Value: ZRecord Name: Is Active?: Yes/No Order?:

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\TransactionFilter.ascx Web Action Edit => Transaction Filter Value => Edit => Save Description ZRecord Value modified with following information. ZRecord Value: ZRecord Name: Is Active?: Yes/No Order?:

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Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\TransactionFilter.ascx Web Action Edit => Transaction Filter Value => Delete Description ZRecord value (ID: {0}, Name: {1}) deleted from our system.

Admin - Filters - Group Filter

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Group Filter => Add New row => Save Description New Group Filter created with following information. Filter Name: Description:

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Group Filter => Edit => Save Description Group Filter modified with following information. Filter Name: Description:

Module Admin -> Filters Link Home :: Filters URL http://server/environment/Admin/transactionFilters.aspx Web Page Name ...Admin\UserControls\PartnerFilter.ascx.cs Web Action Group Filter => Edit => (Partner Group Assignments) => Save Changes Description Following Partner Groups assigned for Group Filter (). < Partner Group>

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Admin - My Account

Module Admin -> My Account Link Home:: My Account URL http://localhost/TI3.2.0Web/Admin/Maintenance/UserAccount.aspx Web Page Name ...Admin\Maintenance\UserAccount.aspx Web Action Save Changes Description User modified the following information. Name: < User Name> Email: < Email> Email Option: < Email Notification>

Admin - Partner Profile

Module Admin -> Partner Profile Link Home :: Partner Profile :: Add Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/AddPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\PartnerGroupProfile.ascx Web Action New Partner Profile Wizard (Step 1 of 5) => Save Description New Partner Profile created with following information. Partner Profile Name : < Name> Identification : < Identification> Address : < Address> Address 2 : < Address 2> City : < City> State : < State> Zip Code : < Zip Code> Contact Name : < Contact Name> Contact Phone : < Contact Phone> Contact Fax : < Contact Fax> Contact Email : < Contact Email> Transmission Type : < Transmission Type> Entity Type : < Entity Type> Activate Work Team flag. Yes/No Comments:

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Module Admin -> Partner Profile Link Home :: Partner Profile :: Add Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/AddPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\UserGroupProfile.ascx.cs Web Action New Partner Profile Wizard (Step 2 of 5) => Add new user => Save Description New User created for Partner Profile with following information. Name: < User Name> Email: < Email> Profile Type: < Profile Type > Secret Question: < Secret Question> Secret Answer: Active Flag: True/False Email Option: < Email Notification>

Module Admin -> Partner Profile Link Home :: Partner Profile :: Add Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/AddPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\UserGroupProfile.ascx.cs Web Action New Partner Profile Wizard (Step 2 of 5) => Edit => Save Description Partner Profile - User modified with following information. Name: < User Name> Email: < Email> Profile Type: < Profile Type > Secret Question: < Secret Question> Secret Answer: Active Flag: True/False Email Option: < Email Notification>

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TaxID/Provider Number: < TaxID/Provider Number > TaxID/Provider Type: < TaxID/Provider Type >

Module Admin -> Partner Profile Link Home :: Partner Profile :: Add Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/AddPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\TransTypeGroupProfile.ascx.cs Web Action New Partner Profile Wizard (Step 4 of 5) => Add New Transaction Type => Save Description New Transaction Type created for Partner Profile with following information. Transaction Type : Value in GS08 : Value in GS01 : Guideline Name : Profile Name : Outbound Path : Test Start Date : Test End Date : Production Start Date : Production End Date : Submitter ID ISA06 : Name :

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Transaction Type : Value in GS08 : Value in GS01 : Guideline Name : Profile Name : Outbound Path : Test Start Date : Test End Date : Production Start Date : Production End Date : Submitter ID ISA06 : Name :

Module Admin -> Partner Profile Link Home :: Partner Profile :: Edit Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/EditPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\PartnerGroupProfile.ascx Web Action Edit => Save Description Partner Profile modified with following information. Partner Profile Name : < Name> Identification : < Identification> Address : < Address> Address 2 : < Address 2> City : < City> State : < State> Zip Code : < Zip Code> Contact Name : < Contact Name> Contact Phone : < Contact Phone> Contact Fax : < Contact Fax> Contact Email : < Contact Email> Transmission Type : < Transmission Type> Entity Type : < Entity Type> Activate Work Team flag. Yes/No Comments:

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Module Admin -> Partner Profile Link Home :: Partner Profile :: Edit Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/EditPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\UserGroupProfile.ascx.cs Web Action Edit => (Partner Profile Users ) Add new user => Save Description New User created for Partner Profile with following information. Name: < User Name> Email: < Email> Profile Type: < Profile Type > Secret Question: < Secret Question> Secret Answer: Active Flag: True/False Email Option: < Email Notification>

Module Admin -> Partner Profile Link Home :: Partner Profile :: Edit Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/EditPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\UserGroupProfile.ascx.cs Web Action Edit => (Partner Profile Users ) Edit => Save Description Partner Profile - User modified with following information. Name: < User Name> Email: < Email> Profile Type: < Profile Type > Secret Question: < Secret Question> Secret Answer: Active Flag: True/False Email Option: < Email Notification>

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TaxID/Provider Number: < TaxID/Provider Number > TaxID/Provider Type: < TaxID/Provider Type >

Module Admin -> Partner Profile Link Home :: Partner Profile :: Edit Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/EditPartnerGroupProfile.aspx Web Page Name ...Admin\GroupProfile\UserControls\TransTypeGroupProfile.ascx.cs Web Action Edit => Transaction Type Profile => Add New Transaction Type => Save Description New Transaction Type created for Partner Profile with following information. Transaction Type : Value in GS08 : Value in GS01 : Guideline Name : Profile Name : Outbound Path : Test Start Date : Test End Date : Production Start Date : Production End Date : Submitter ID ISA06 : Name :

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Module Admin -> Partner Profile Link Home :: Partner Profile URL http://localhost/TI3.2.0Web/Admin/GroupProfile/PartnerProfiles.aspx Web Page Name ...Admin\GroupProfile\UserControls\PartnerProfiles.aspx.cs Web Action Delete Description Partner Profile (ID:{0}, Name: {1}) deleted from the system.

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Admin - Partners

Module Admin -> Partners Link Home :: Partners :: Add New Partner URL http://server/environment/Admin/AddPartnerPage.aspx Web Page Name …\Admin\AddPartnerPage.aspx Web Action Add New Partner => Save Description New Partner created with following information. Partner Name: < Partner Name> Identifier: < Identifier > Description: < Description> Partner Type: Following Partner Filter Value(s) Assigned for Partner.

Module Admin -> Partners Link Home :: Partners :: Manage Partner URL http://server/environment/Admin/ManagePartnersAndRoles.aspx Web Page Name ...Admin\ManagePartnersAndRoles.aspx Web Action Edit => Save Changes Select Partner Drop down => Edit => Save Changes Description Partner modified with following information. Partner ID: < Partner ID > Partner Name: < Partner Name> Identifier: < Identifier > Description: < Description> Partner Type: Following Partner Filter Value(s) Assigned for Partner. :

Module Admin -> Partners Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\ManagePartnersAndRoles.aspx.cs Web Action Delete Description Partner (ID-, Name-< Name>) deleted from the system.

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Admin - Partners - Partner Group

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Add New Partner Group => Save Description New Partner Group < Partner Group Name> created.

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Edit => Save Description Partner Group Name changed to ({1}) for Partner Group ID: {0}.

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...UserControls\PartnersListBox.ascx.cs Web Action Edit =>Assign Partners => Save Changes Description Following Partner(s) assigned for Partner Group (ID: {0}, Name: {1}).

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...UserControls\UsersInRole.ascx Web Action Edit => Users => Save Changes Description All User(s) deleted and following User(s) assigned for Partner Group/Role (). < Assigned Users Name>

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Edit => Folders => Add New Folders => Save Description New folder added for Partner Group ID () with following information. Name : Path : View : Yes/No Upload: Yes/No

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Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Edit => Folders => Edit => Save Description Following Folder information modified for Partner Group ID (). Name : Path : View : Yes/No Upload: Yes/No

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Folders => Delete Description Folder < Folder Name> deleted for partner Group ID ().

Module Admin -> Partners -> Partner Groups Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\PartnerIdentification.aspx Web Action Delete Description Partner Group (ID-, Name-< Name>) deleted from the system.

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Admin - Partners - Receivers

Module Admin -> Partners -> Receivers Link Home :: Partners :: Add New Receiver Info URL http://server/environment/Admin/EditReceiverIdentification.aspx Web Page Name ...Admin\EditReceiverIdentification.aspx Web Action Add New Receiver Data => Save Description New Receiver created with following information. Partner ID : < Partner ID> Partner Name : < Partner Name> ISA03 : < ISA03> ISA04 : < ISA04> ISA07 : < ISA07 > ISA08 : < ISA08 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS03 : < GS03 > GS07 : < GS07 > GS08 : < GS08 > ZZTR0 : < ZZTR0 > ZZTR1 : < ZZTR1 > ZZTR2 : < ZZTR2 > ZZTR3 : < ZZTR3 > ZZTR4 : < ZZTR4 > ZZTR5 : < ZZTR5 > ZZTR6 : < ZZTR6 > ZZTR7 : < ZZTR7 > ZZTR8 : < ZZTR8 > ZZTR9 : < ZZTR9 >

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Module Admin -> Partners -> Receivers Link Home :: Partners :: Update Receiver Info URL http://server/environment/Admin/EditReceiverIdentification.aspx Web Page Name ...Admin\EditReceiverIdentification.aspx Web Action Edit => Change fields Other than ‘Partner Name’ =>Save Description Receiver modified with following information. Receiver ID : < Receiver ID> Partner (ID : < Partner ID>, Name : < Partner Name>) ISA03 : < ISA03> ISA04 : < ISA04> ISA07 : < ISA07 > ISA08 : < ISA08 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS03 : < GS03 > GS07 : < GS07 > GS08 : < GS08 > ZZTR0 : < ZZTR0 > ZZTR1 : < ZZTR1 > ZZTR2 : < ZZTR2 > ZZTR3 : < ZZTR3 > ZZTR4 : < ZZTR4 > ZZTR5 : < ZZTR5 > ZZTR6 : < ZZTR6 > ZZTR7 : < ZZTR7 > ZZTR8 : < ZZTR8 > ZZTR9 : < ZZTR9 >

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Module Admin -> Partners -> Receivers Link Home :: Partners :: Update Receiver Info URL http://server/environment/Admin/EditReceiverIdentification.aspx Web Page Name ...Admin\EditReceiverIdentification.aspx Web Action Edit => Change fields and ‘Partner Name’ =>Save Description Receiver modified with following information. And all data moved from partner: (< Partner Name>)) to partner(< Partner Name>) Receiver ID : < Receiver ID> ISA03 : < ISA03> ISA04 : < ISA04> ISA07 : < ISA07 > ISA08 : < ISA08 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS03 : < GS03 > GS07 : < GS07 > GS08 : < GS08 > ZZTR0 : < ZZTR0 > ZZTR1 : < ZZTR1 > ZZTR2 : < ZZTR2 > ZZTR3 : < ZZTR3 > ZZTR4 : < ZZTR4 > ZZTR5 : < ZZTR5 > ZZTR6 : < ZZTR6 > ZZTR7 : < ZZTR7 > ZZTR8 : < ZZTR8 > ZZTR9 : < ZZTR9 >

Module Admin -> Partners ->Receivers Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\EditReceiverIdentification.aspx Web Action Delete Description Receiver ID < Receiver ID > deleted for Partner

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Admin - Partners - Senders

Module Admin -> Partners -> Senders Link Home :: Partners :: Add New Sender Info URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\EditSenderIdentification.aspx Web Action Add New Sender Data => Save Description New Sender created with following information. Partner ID : < Partner ID> Partner Name : < Partner Name> ISA01 : < ISA01> ISA02 : < ISA02> ISA05 : < ISA05 > ISA06 : < ISA06 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS02 : < GS02 > GS07 : < GS07 > GS08 : < GS08 > ZZTS0 : < ZZTS0 > ZZTS1 : < ZZTS1 > ZZTS2 : < ZZTS2 > ZZTS3 : < ZZTS3 > ZZTS4 : < ZZTS4 > ZZTS5 : < ZZTS5 > ZZTS6 : < ZZTS6 > ZZTS7 : < ZZTS7 > ZZTS8 : < ZZTS8 > ZZTS9 : < ZZTS9 >

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Module Admin -> Partners -> Senders Link Home :: Partners :: Update Sender Info URL http://server/environment/Admin/EditSenderIdentification.aspx Web Page Name ...Admin\EditSenderIdentification.aspx Web Action Edit => Save Description Sender modified with following information. Sender ID : < Sender ID> Partner (ID : < Partner ID>, Name : < Partner Name>) ISA01 : < ISA01> ISA02 : < ISA02> ISA05 : < ISA05 > ISA06 : < ISA06 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS02 : < GS02 > GS07 : < GS07 > GS08 : < GS08 > ZZTS0 : < ZZTS0 > ZZTS1 : < ZZTS1 > ZZTS2 : < ZZTS2 > ZZTS3 : < ZZTS3 > ZZTS4 : < ZZTS4 > ZZTS5 : < ZZTS5 > ZZTS6 : < ZZTS6 > ZZTS7 : < ZZTS7 > ZZTS8 : < ZZTS8 > ZZTS9 : < ZZTS9 >

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Module Admin -> Partners -> Senders Link Home :: Partners :: Update Sender Info URL http://server/environment/Admin/EditSenderIdentification.aspx Web Page Name ...Admin\EditSenderIdentification.aspx Web Action Edit => Save Description Sender modified with following information. And all data moved from partner: (< Partner Name>)) to partner(< Partner Name>) Sender ID : < Sender ID> ISA01 : < ISA01> ISA02 : < ISA02> ISA05 : < ISA05 > ISA06 : < ISA06 > ISA11 : < ISA11 > ISA12 : < ISA12 > ISA15 : < ISA15 > GS01 : < GS01 > GS02 : < GS02 > GS07 : < GS07 > GS08 : < GS08 > ZZTS0 : < ZZTS0 > ZZTS1 : < ZZTS1 > ZZTS2 : < ZZTS2 > ZZTS3 : < ZZTS3 > ZZTS4 : < ZZTS4 > ZZTS5 : < ZZTS5 > ZZTS6 : < ZZTS6 > ZZTS7 : < ZZTS7 > ZZTS8 : < ZZTS8 > ZZTS9 : < ZZTS9 >

Module Admin -> Partners ->Senders Link Home :: Partners URL http://server/environment/Admin/PartnerIdentification.aspx Web Page Name ...Admin\EditSenderIdentification.aspx Web Action Delete

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Admin - Roles

Module Admin -> Roles Link Home :: Roles URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...Admin\GroupsList.aspx Web Action Add New row => Save Description New Role < Role Name> created. New Role (ID: {0}, Name: {1}) created.

Module Admin -> Roles Link Home :: Roles URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...Admin\GroupsList.aspx Web Action Edit => Save Description Role Name < Role Name> modified.

Module Admin -> Roles Link Home :: Roles:: URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...Admin\GroupsList.aspx Web Action Admin => Roles => Edit => Permissions => Save Changes Description Following Permission assigned for role . Yes/No Form View Level : Form Edit Level :

Module Admin -> Roles Link Home :: Roles:: URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...UserControls\UsersInRole.ascx Web Action Edit => Users => Save Changes Description All User(s) deleted and following User(s) assigned for Partner Group/Role (). < Assigned Users Name>

Module Admin -> Roles Link Home :: Roles URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...Admin\GroupsList.aspx Web Action Delete Description Role (ID: {0}, Name: {1}) deleted from the system

Module Admin -> Roles Link Home :: Roles URL http://server/environment/Admin/GroupsList.aspx Web Page Name ...Admin\GroupsList.aspx Web Action Admin => Roles => Edit => Change role name => Save Changes Description Role Name changed to ({1}) for Role ID: {0}.

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Admin - Settings

Module Admin -> Settings ->Event Log Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\Maintenance\UserControls\EventViewer.ascx.cs Web Action Delete Event Types from System Description Following Event Logs deleted from our system. Event Type : Start Date : < Start Date> End Date : < End Date>

Module Admin -> Settings ->Event Log Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\Maintenance\UserControls\EventViewer.ascx.cs Web Action Download event logs to Excel Description Following Event Logs download from the system. Event Type : Start Date : < Start Date> End Date : < End Date>

Module Admin -> Settings -> Statuses/Priorities Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskStatus.ascx.cs Web Action Status => Add new status => Save Description New Status () added.

Module Admin -> Settings -> Statuses/Priorities Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskStatus.ascx.cs Web Action Status => Delete Description Status () deleted from the system.

Module Admin -> Settings -> Statuses/Priorities Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskPriority.ascx.cs Web Action Priority => Add new Priority => Save Description New Priority () added.

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Module Admin -> Settings -> Statuses/Priorities Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskPriority.ascx.cs Web Action Priority => Edit => Save Description Priority Name () modified.

Module Admin -> Settings -> Statuses/Priorities Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskPriority.ascx.cs Web Action Priority => Delete Description Priority () deleted from the system.

Module Admin -> Settings -> Template Roles Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TemplateRole.ascx.cs Web Action Add New Template Role=> Save Description New Template Role (ID: {0}, Name: {1}) created in the system.

Module Admin -> Settings -> Template Roles Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TemplateRole.ascx.cs Web Action Edit => Save Description Template Role Name (ID: {0}, Name: {1}) modified in the system

Module Admin -> Settings -> Template Roles Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TemplateRole.ascx.cs Web Action Template Roles => Edit (Change Permission) => Save Changes Description Following Permission assigned for Template Role (ID: {0}, Name: {2}). : Yes/No Form View Level : Form Edit Level:

Module Admin -> Settings -> Template Roles Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TemplateRole.ascx.cs Web Action Template Roles => Delete Description Template Role (ID: {0}, Name: {1}) removed from the system.

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Module Admin -> Settings -> Messages Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\TaskMessage.ascx.cs Web Action New bad document => Save Changes Description Customized system message modified with following information. Message ID: Subject: Message :

Module Admin -> Settings -> Document Fields Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\DocumentFields.ascx.cs Web Action Document Fields => Save Changes Description Following document fields saved for Standard and Transaction type: {0}, {1} Field Value – Field Text

Module Admin -> Settings -> Data Expirations Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\DataExpiration.ascx.cs Web Action Data Expirations => Save Changes Description Following data expiration rules saved in the system.

Module Admin -> Settings -> General Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\SystemSetting.ascx.cs Web Action General Settings => Save Changes Description Following General Settings saved in the system. Password Expire Period: Reuse Password Aging: Strong Password Required for ALL users? On/Off Minimum Length: Must contain Upper case: Yes/No Must contain Lower case: Yes/No Must contain Number: Yes/No Must contain Special characters: Yes/No Include Identifier values for Internal Partners? On/Off Include Identifier values for External Partners? On/Off Default Date Range:

Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action HIPAA Level 7 Error Exclusion Settings => Add new row => Save Description Excluded Error Code: {0} added in the system.

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Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action HIPAA Level 7 Error Exclusion Settings => Edit => Save Description Excluded Error Code changed to {0} in the system

Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action HIPAA Level 7 Error Exclusion Settings => Delete Description Excluded Error Code () deleted from the system.

Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action Restricted Error Correction => Add new Priority => Save Description Restricted Error Code: {0} added in the system. Correction Level: {1}

Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action Restricted Error Correction => Edit => Save Description Restricted Error Code changed to {0} in the system. Correction Level: {1}

Module Admin -> Settings -> Error Settings Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ErrorExclusion.ascx.cs Web Action Restricted Error Correction => Delete Description Restricted Error Code () deleted from the system..

Module Admin -> Settings -> External System Setting Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ExternalSystems.ascx.cs Web Action External System => Add new External System=> Save Description New External System added with following Information. Identifier: < Identifier> Name: < Name> Type: < Type> Errors Prevent Submission? Yes/No Errors Have Severity? Yes/No Errors Have Type? Yes/No

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Module Admin -> Settings -> External System Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ExternalSystems.ascx.cs Web Action External System => Edit => Save Description External System modified with following Information. Identifier: < Identifier> Name: < Name> Type: < Type> Errors Prevent Submission? Yes/No Errors Have Severity? Yes/No Errors Have Type? Yes/No

Module Admin -> Settings -> External System Setting Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ExternalSystems.ascx.cs Web Action External System Types=> Add new External System Type=> Save Description New External System Type added with following Information. Order: < Order > Name: < Name>

Module Admin -> Settings -> External System Link Home :: Settings URL http://server/environment/Admin/GeneralSettings.aspx Web Page Name ...Admin\UserControls\ExternalSystems.ascx.cs Web Action External System Types => Edit => Save Description External System Type modified with following Information. Order: < order> Name: < Name>

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Admin - Team

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamNameAndOwner.ascx.cs Web Action Add New Team (Step 1) => Next Description New Team created with following Team information. Team Name: Team Description: Team Discard: Yes/No Team Owner

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamMembers.ascx.cs Web Action Add New Team (Step 2) => Add (>) or Remove (<) Description New Team created with following Members. added.

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Add New Team (Step 3) => Add new row => Save Description New Team Role ({0}) created for Team (ID: {1}, Name: {2}).

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Add New Team (Step 3) => Edit => Save Description Role Name modified for Team ID ().

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Add New Team (Step 3) => Edit (Change Permission) => Save Changes Description Following Role Permission saved for Role ID . : Yes/No Form View Level : Form Edit Level:

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Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Add New Team (Step 3) => Delete Description Role ID deleted from the system.

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoleAssign.ascx.cs Web Action Add New Team (Step 4) => (Select Role) => Add (>) or Remove (<) Description Following changes made in Team Roles Assignment. Team member added. Team member deleted.

Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoutingRule.ascx ...Admin\UserControls\RoutingRuleFilters.ascx.cs Web Action Add New Team (Step 5 Team Routing Rule) => (Add new routing rule) => save routing rule Description New Routing Role created with following information. Routing Rule Name Transaction Set Direction External System Filters Internal Partner External Partner Group Partner Internal Partner Filter values External Partner Filter values Group Partner Filter values

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Module Admin -> Teams Link Home :: Teams :: Add Team URL http://server/environment/Admin/Teams/AddTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoutingRule.ascx ...Admin\UserControls\RoutingRuleFilters.ascx.cs Web Action Add New Team (Step 5 Team Routing Rule) => (Select routing rule) => save routing rule Description Routing Role modified with following information. Routing Rule Name Transaction Set Direction External System Filters Internal Partner External Partner Group Partner Internal Partner Filter values External Partner Filter values Group Partner Filter values

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\EditTeams.aspx Web Action Edit => Save Description Team modified with following information. Team Name: Team Description: Team Discard: Yes/No Team Owner

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamMembers.ascx.cs Web Action Team Members => Add (>) or Remove (<) Description Following Members assigned to a Team (ID: {0}, Name: {1}). User (ID: {0}, Name: {1} Following Members removed from a Team (ID: {0}, Name: {1}). User(ID: {0}, Name: {1}

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Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Team Roles => Add new row => Save Description New Role created for Team ID ().

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Team Roles => Edit => Save Description Team Role Name (ID:{0}, Name: {1}) modified for Team (ID: {2}, Name: {3}).

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Team Roles => Edit (Change Permission) => Save Changes Description Following Permission assigned for Team Role (ID: {0}, Name: {1}). : Yes/No Form View Level : Form Edit Level:

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoles.ascx.cs Web Action Team Roles => Delete Description Team Role (ID: {0}, Name:{1}) deleted from the system.

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoleAssign.ascx.cs Web Action Team Roles Assignment => (Select Role) => Add (>) or Remove (<) Description Following changes made in Team Roles Assignment. Team member added. Team member deleted.

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Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoutingRule.ascx ...Admin\UserControls\RoutingRuleFilters.ascx.cs Web Action Team Routing Rule => (Add new routing rule) => save routing rule Description New Routing Rule created with following information. Routing Rule Name Transaction Set Direction External System Filters Internal Partner External Partner Group Partner Internal Partner Filter values External Partner Filter values Group Partner Filter values .

Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\UserControls\TeamRoutingRule.ascx ...Admin\UserControls\RoutingRuleFilters.ascx.cs Web Action Team Routing Rule => (Select routing rule) => save routing rule Description Routing Role modified with following information. Routing Rule Name Transaction Set Direction External System Filters Internal Partner External Partner Group Partner Internal Partner Filter values External Partner Filter values Group Partner Filter values

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Module Admin -> Teams Link Home :: Teams :: Edit Team URL http://server/environment/Admin/Teams/EditTeams.aspx Web Page Name ...Admin\Teams\EditTeams.aspx Web Action Edit => Delete Description Team () deleted from the system.

Module Admin -> Teams Link Home :: Teams URL http://server/environment/Admin/Teams/Teams.aspx Web Page Name ...Admin\Teams\Teams.aspx.cs Web Action Delete Description Team () deleted from the system.

Admin - Users

Module Admin -> Users Link Home :: Users :: Add New User URL http://server/environment/Admin/NewUserForm.aspx Web Page Name ...Admin\NewUserForm.aspx.cs Web Action Add New User => Save Description New User created with following information. Name: < User Name> Email: < Email> Active Flag: True/False Password Never Expires: True/False Email Option: < Email Notification>

Module Admin -> Users Link Home :: Users :: Add New User URL http://server/environment/Admin/NewUserForm.aspx Web Page Name ...Admin\NewUserForm.aspx.cs Web Action Add New User => Save and Add New Description New User modified with following information. Name: < User Name> Email: < Email> Active Flag: True/False Password Never Expires: True/False Email Option: < Email Notification> Following Role(s) Assigned for User. Following Partner Group(s) Assigned for User. < Partner Group Name>

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Module Admin -> Users Link Home :: Users URL http://server/environment/Admin/ManageUsersAndRoles.aspx Web Page Name ...Admin\ManageUsersAndRoles.aspx Web Action Edit => Save Changes Description User modified with following information. Name: < User Name> Email: < Email> Active Flag: True/False Password Never Expires: True/False Email Option: < Email Notification> Following Role(s) Assigned for User. Following Partner Group(s) Assigned for User. < Partner Group Name>

Module Admin -> Users Link Home :: Users URL http://server/environment/Admin/UserList.aspx Web Page Name ...Admin\UserList.aspx Web Action Delete Description User () deleted from the system.

Archive – Action

Module Archive -> Action Link Home :: Archive Action URL http:////Archive/Action/TakeAction.aspx Web Page Name …\Archive\Action\TakeAction.aspx.cs Web Action Search button clicked Description Archive FSUID Action: {fsuid}

Module Archive -> Action Link Home :: Archive Action URL http:////Archive/Action/TakeAction.aspx Web Page Name …\Archive\Action\Utilities\FileActionUtility.ascx.cs Web Action Perform Action button clicked (for File actions) Description Archive Web Service could not be initialized

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Module Archive -> Action Link Home :: Archive Action URL http:////Archive/Action/TakeAction.aspx Web Page Name …\Archive\Action\Controls\ArchiveActionControl.ascx.cs Web Action Perform Action button clicked (for File actions) Description Action Failed: {exception_message}

Module Archive -> Action Link Home :: Archive Action URL http:////Archive/Action/TakeAction.aspx Web Page Name …\Archive\Action\Utilities\DocumentActionUtility.ascx.cs Web Action Perform Action button clicked (for Document actions) Description Archive Web Service could not be initialized

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Module Archive -> Action Link Home :: Archive Action URL http:////Archive/Action/TakeAction.aspx Web Page Name …\Archive\Action\Controls\ArchiveDocumentActionControl.ascx.cs Web Action Perform Action button clicked (for Document actions) Description Action Failed: {exception_message}

Archive – EDI DTL File View

Module Archive > Edi Dtl File View Link URL Web Page Name Web Action View file Description File Exported: {filename}

Module Archive -> Edi Dtl File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\EdiDtlFileViewer.ascx.cs Web Action Page_Load Description An error was generated while trying to communicate with the Archive Web Service {error_message}

Module Archive -> Edi Dtl File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\EdiDtlFileViewer.ascx.cs Web Action Page_Load Description File could not be found in the Archive Repository {error_message}

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Module Archive -> Edi Dtl File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Utilities\TextFileUtility.ascx.cs Web Action Download button click Description Unable to communicate with Archive Web Service. Error: {exception_inner_exception}

Module Archive -> Edi Dtl File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\EdiDtlFileViewer.ascx.cs Web Action Download button click Description File Exported: {filename}

Archive – Edifact Viewer

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Validation Highlighter View tab) Web Page Name …\Archive\Utilities\DocumentUtility.ascx.cs Web Action  Clicking on “Click here to View the document in the Archive” on Document Summary page.  Loading an Edifact document into memory. Description Archive Web Service could not be initialized

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Raw View tab) Web Page Name …\Archive\Utilities\DocumentUtility.ascx.cs Web Action  Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the Raw View tab.  Loading an Edifact document into memory. Description Unable to communicate with Archive Web Service. Error: {exception_inner_exception}

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Validation Highlighter View tab) Web Page Name …\Archive\Utilities\DocumentUtility.ascx.cs Web Action Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the Validation Highlighter View tab. Description Unable to communicate with Archive Web Service. Error: {exception_inner_exception}

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Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Validation Highlighter View tab) Web Page Name …\Archive\Utilities\DocumentUtility.ascx.cs Web Action Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the Validation Highlighter View tab. Description An error was generated while trying to communicate with the Archive Web Service {exception_message}

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Validation Highlighter View tab) Web Page Name …\Archive\Utilities\DocumentUtility.ascx.cs Web Action Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the Validation Highlighter View tab. Description An error was generated while trying to communicate with the Archive Web Service {exception_inner_exception}

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Raw View tab) Web Page Name …\Archive\Views\Controls\RawEdifactViewer.ascx.cs Web Action Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the Raw View tab. Description Action Failed: {exception_message}

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Validation Highlighter View tab) Web Page Name …\Archive\Views\Controls\ValidationHighlighterViewer.ascx.cs Web Action Clicking on “Click here to View the document in the Archive” on Document Summary page and then clicking on the ValidationHighlighter View tab. Description Action Failed: {exception_message}

Module Archive -> Edifact Viewer Link Home :: Search Transmissions :: Document Summary :: EDI Viewer URL http:////Archive/Views/EdifactViewer.aspx (Raw View tab) Web Page Name …\Code\BLL\EdiDocument\EdifactObjectModelDocument.ascx.cs Web Action Loading an Edifact document into memory. Description Action Failed: {exception_message}

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Archive – File Search

Module Archive > File Search Link URL Web Page Name Web Action Search files Description Archive File Search: File Name: {0} File Size: {1} Archived Start Date: {2} Archived End Date: {3} Last Modified Start Date: {4} Last Modified End Date: {5}

Module Archive -> File Search Link Home :: Archive Search URL http:////Archive/Search/ArchiveSearch.aspx Web Page Name …\Archive\Search\Controls\FileSearchControl.ascx.cs Web Action Search button clicked. Description Archive File Search: File Name: {filename} File Size: {filesize} Archived Start Date: {date_archived_start} Archived End Date: {date_archived_end} Last Modified Start Date: {date_last_modified_start} Last Modified End Date: {date_last_modified_end}

Archive – Filter Search

Module Archive -> Filter Search Link Home :: Archive Search URL http:////Archive/Search/ArchiveSearch.aspx Web Page Name …\Archive\Search\Controls\FilterSearchControl.ascx.cs Web Action Search button clicked. Description Archive Filter Search: Standard Type: {standard} Archive Type: {archive_type_id} ({archive_type_name}) Dates: {start_date} - {end_date} Imported By: {username}

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Module Archive > Filter Search Link URL Web Page Name Web Action Search filters Description Archive Filter Search: Standard Type: {0} Archive Type: {1} ({5}) Dates: {2} - {3} Imported By: {4}

Archive – Filters

Module Archive > Filters Link URL Web Page Name Web Action Update filter Description Filter updated (ID = {0})

Module Archive -> Admin -> Filters Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\FilterGrid.ascx.cs Web Action Save link clicked Description Filter updated (ID = {filter_id})

Archive - Metadata

Module Archive > Metadata Link URL Web Page Name Web Action Update settings Description Settings updated (ID = {0}, Key = {1}, Value = {2})

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Archive – Image File View

Module Archive -> Image File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\ImageFileViewer.ascx.cs Web Action Page_Load Description An error was generated while trying to communicate with the Archive Web Service {error_message}

Module Archive -> Image File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\ImageFileViewer.ascx.cs Web Action Page_Load Description File could not be found in the Archive Repository {error_message}

Archive - Ping

Module Archive > Ping Link URL Web Page Name Web Action Ping button Description Ping:{0}, where {0} is ping url??

Archive – Quick Search

Module Archive > Quick Search Link URL Web Page Name Web Action Quick search with FSUID Description Archive Quick Search - FSUID: {0}

Module Archive > Quick Search Link URL Web Page Name Web Action Quick search with FileSetID Description Archive Quick Search - FileSetID: {0}

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Module Archive -> Quick Search Link Home :: Archive Search URL http:////Archive/Search/ArchiveSearch.aspx Web Page Name …\Archive\Search\Controls\QuickSearchControl.ascx.cs Web Action Search button clicked. Description Archive Quick Search - FSUID: {fsuid}

Archive – Search Preferences

Module Archive > Search Preferences Link URL Web Page Name Web Action Modify search preferences Description Archive Search Preferences Added {0} filters for ArchiveType:{1}

Module Archive -> Search Preferences Link Home :: Archive Search URL http:////Archive/Search/ArchiveSearch.aspx Web Page …\Archive\Search\Controls\SearchPreferencesControl.ascx.cs Name Web Action Save button clicked. Description Action Failed: {exception_message}

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Archive – Take Action

Module Archive > Take Action Link URL Web Page Name Web Action Take action on document Description Archive FSUID Action: {0}, where {0} is fsuid >

Module Archive > Take Action Link URL Web Page Name Web Action Take action on file set Description Archive FileSet Action: {0}, where {0} is fileSetId

Archive – XML File View

Module Archive -> Xml File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\XmlFileViewer.ascx.cs Web Action Page_Load Description An error was generated while trying to communicate with the Archive Web Service {error_message}

Module Archive -> Xml File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Views\Controls\XmlFileViewer.ascx.cs Web Action Page_Load Description File could not be found in the Archive Repository {error_message}

Module Archive -> Xml File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Utilities\TextFileUtility.ascx.cs Web Action Next Page or Previous Page buttons clicked Description Unable to communicate with Archive Web Service. Error: {exception_inner_exception}

Module Archive -> Xml File View Link Home :: Action :: Search Results :: File Viewer URL http:////Archive/Views/FileViewer.aspx Web Page Name …\Archive\Utilities\ImageUtility.ascx.cs Web Action Page_Load Description Unable to communicate with Archive Web Service. Error: {exception_inner_exception}

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Archive Admin – Actions

Module Archive > Admin > Actions Link URL Web Page Name Web Action Add new action Description Action added (Name = {0})

Module Archive > Admin > Actions Link URL Web Page Name Web Action Update existing action Description Action updated (ID = {0}, Name = {1})

Module Archive > Admin > Actions Link URL Web Page Name Web Action Delete existing action Description Action deleted (ID = {0}

Module Archive -> Admin -> Actions Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\ActionListControl.ascx.cs Web Action Save link clicked Description Action added (Name = {action_name})

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Module Archive -> Admin -> Actions Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\ActionListControl.ascx.cs Web Action Delete link clicked Description Action deleted (ID = {action_id})

Module Archive -> Admin -> Actions Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\ActionListControl.ascx.cs Web Action Delete link clicked Description ERROR: Unable to delete Action (ID = {action_id}). Message: {exception_message}

Archive Admin – Clear Images

Module Archive > Admin > Clear Images Link URL Web Page Name Web Action Clear temp images Description Temporary Image Storage Cleared!

Archive Admin – Root Folders

Module Archive > Admin > Root Folders Link URL Web Page Name Web Action Add Description Root Folder added (Path = {0})

Module Archive > Admin > Root Folders Link URL Web Page Name Web Action Update Description Root Folder updated (ID = {0}, Path = {1})

Module Archive > Admin > Root Folders Link URL Web Page Name Web Action Delete Description Root Folder deleted (ID = {0})

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Module Archive -> Admin -> Root Folders Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\RootFolderListControl.ascx.cs Web Action Save link clicked Description Root Folder added (Path = {root_folder_path})

Module Archive -> Admin -> Root Folders Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\RootFolderListControl.ascx.cs Web Action Delete link clicked Description Root Folder deleted (ID = {root_folder_id})

Module Archive -> Admin -> Root Folders Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\RootFolderListControl.ascx.cs Web Action Delete link clicked Description ERROR: Unable to delete Root Folder (ID = {root_folder_id}). Message: {exception_message}

Archive Admin – Settings

Module Archive -> Admin -> Settings Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\MetadataListControl.ascx.cs Web Action Save link clicked Description Settings updated (ID = {setting_id}, Key = {setting_key}, Value = {setting_kalue})

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Module Archive -> Admin -> Settings Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\MetadataListControl.ascx.cs Web Action Save link clicked Description ERROR: Unable to update Settings (ID = {setting_id}). Message: {exception_message}

Module Archive -> Admin -> Settings Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\MetadataListControl.ascx.cs Web Action Ping button clicked (to test the Archive Web Service URL) Description Ping: {ping_results_xml}

Archive Admin – Temporary Image Storage

Module Archive -> Admin -> Temporary Image Storage Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\TempImagesControl.ascx.cs Web Action Clear Images button clicked Description Temporary Image Storage Cleared!

Module Archive -> Admin -> Temporary Image Storage Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Utilities\TempFolderUtility.ascx.cs Web Action Clear Images button clicked Description Unable to delete temporary image file. Error: {inner_exception}

Module Archive -> Admin -> Temporary Image Storage Link Home :: Archive Admin URL http:////Archive/Admin/ArchiveAdmin.aspx Web Page Name …\Archive\Admin\Controls\TempImagesControl.ascx.cs Web Action Page Load Clear Images button clicked Description Archive Error: The Temporary Image Folder "{path}" does not exist. Please tell your system administrator to create this folder.

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Document - View

Module Document > View Link Home :: Search Documents :: Search Detail :: Document View URL http://server/environment/TI/Tasks/DocumentView.aspx Web Page Name ... TI/Tasks/DocumentView.aspx Web Action View page Description Document (ID: {0}, Name: {1}) {2} was viewed by the user.

Download To Excel

Module Many Link Many URL Many Web Page Name ...WebControls\PowerGrid.cs Web Action Download to Excel Description Data with following information downloaded to Excel sheet. Title: Sub Title: Internal Partner Filters: Name Value External Partner Filters: Name Value Group Partner Filters: Name Value Transaction Filters: Name Value

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Files – 275 Attachments

Module TI ->Files ->275 Attachments Link Home :: 275 Attachments URL http://server/environment/TI/Files/Attachments.aspx Web Page Name ...Files\Attachments.aspx.cs Web Action Save Attachment Description Following 275 Attachment file details saved in the system. Submitter Last Name: {16} Provider Last Name: {0} Provider First Name: {1} Provider Identifier: {2} Provider Secondary Identifier: {3}Provider Address: {4} Provider City: {5} Provider State: {6} Postal Code: {7} Patient Last Name: {8} Patient First Name: {9} Patient Primary Id: {10} Patient Control No: {11} Medical Record ID No: {12} Claim Start Date: {13} Claim End Date: {14} Payer Claim Control No: {15}

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Module TI -> Files -> 277 Attachment Request Link Home :: 277 Attachment Request URL http://server/environment/TI/Files/AttachmentRequests.aspx Web Page Name …\Files\AttachmentRequests.aspx.cs Web Action Page loaded (whether from menu or from an 837 document) Description 277 attachment request template file ({0}) loaded into memory.

Module TI -> Files -> 277 Attachment Request Link Home :: 277 Attachment Request URL http://server/environment/TI/Files/AttachmentRequests.aspx Web Page Name …\Files\AttachmentRequests.aspx.cs Web Action Page loaded correctly (whether from menu or from an 837 document) Description 277 attachment request page is correctly populated.

Module TI -> Files -> 277 Attachment Request Link Home :: 277 Attachment Request URL http://server/environment/TI/Files/AttachmentRequests.aspx Web Page Name …\Files\AttachmentRequests.aspx.cs Web Action XML output file successfully stored into upload directory. Description 277 attachment request file ({0}) uploaded to directory ({1}).

Files - Upload

Module Files ->Upload Link Home :: File Upload URL http://localhost/TI3.2.0Web/Files/FileUpload.aspx Web Page Name ...Files\FileUpload.aspx.cs Web Action Upload Description File Name uploaded to .

Files - View

Module Files -> View Link Home :: File View URL http://server/environment/Files/View.aspx Web Page Name ...Files\View.aspx.cs Web Action Delete Description File Name deleted from the system.

Module Files -> View Link Home :: File View URL http://server/environment/Files/View.aspx Web Page Name ...Files\View.aspx.cs Web Action Click on file name Description File ({0}) viewed by the user.

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Module Login URL http://server/environment/default.aspx Web Page Name ...UserControls\Signin.ascx.cs Web Action Sign-in Description User () Logged-on to the system.

Module Login URL http://server/environment/default.aspx Web Page Name ...UserControls\Signin.ascx.cs Web Action Sign-in Description User (< User Name >) modified the password.

Module Login URL http://server/environment/default.aspx Web Page Name DataAccess\Security\User.cs Web Action Sign-in Description User () deactivated in the system because of too many failed logon attempts.

Module Login URL http://server/environment/default.aspx Web Page Name ...UserControls\Signin.ascx.cs Web Action Sign-in Description User (,.) logon attempt failed

Module Login URL http://server/environment/default.aspx Web Page Name ...UserControls\Signin.ascx.cs Web Action Sign-in Description User (ID: {0}, Name: {1}) account was locked out because of submitting incorrect password + MaxRetries + " times."

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OpMon - Search

Module Op Mon > Search URL Web Page Name Web Action TI Transmissions page, click Op Mon Link Description OpMon Search - Querystring: {0}

Module Op Mon > Search URL Web Page Name Web Action Click search button Description OpMon Search - Search Page: Date Range: {0} - {1} File name: {2} Dynamic Search Fields: {3}

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Statistics

Module Statistics -> Documents Statistics -> Errors Statistics -> Document Volumes Statistics -> Success Rate Statistics -> Transmissions Link Home :: Documents Home :: Errors Home :: Document Volumes Home :: Success Rate Home :: Transmissions Home :: Documents :: Category Compare Home :: Documents :: Partner Rankings Home :: Errors :: Error By Category URL http://server/environment/Statistics/Documents.aspx?View=Documents http://server/environment/Statistics/TopErrors.aspx http://server/environment/Statistics/TSummary.aspx http://server/environment/Statistics/CategoryCompare.aspx http://server/environment/Statistics/PartnerRanks.aspx http://server/environment/Statistics/ErrorByCategory.aspx Web Page Name ...UserControls\SaveViews.ascx.cs Web Action Views -> Create View -> Save Description New Filter View created with following information. Name: External Partner Internal Partner Period Direction Is Bad Data Transaction Set Internal Filter Values: External Filter Values: Group Filter Values: Transaction Filter Values:

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Module Statistics -> Documents Statistics -> Errors Statistics -> Document Volumes Statistics -> Success Rate Statistics -> Transmissions Link Home :: Documents Home :: Errors Home :: Document Volumes Home :: Success Rate Home :: Transmissions Home :: Documents :: Category Compare Home :: Documents :: Partner Rankings Home :: Errors :: Error By Category URL http://server/environment/Statistics/Documents.aspx?View=Documents http://server/environment/Statistics/TopErrors.aspx http://server/environment/Statistics/TSummary.aspx http://server/environment/Statistics/CategoryCompare.aspx http://server/environment/Statistics/PartnerRanks.aspx http://server/environment/Statistics/ErrorByCategory.aspx Web Page Name ...UserControls\SaveViews.ascx.cs Web Action Views -> (Select View from drop down) -> Delete Description Filter View () deleted from the system.

Module Statistics -> Documents Statistics -> Errors Statistics -> Document Volumes Statistics -> Success Rate Statistics -> Transmissions Link Home :: Documents Home :: Errors Home :: Document Volumes Home :: Success Rate Home :: Transmissions Home :: Documents :: Category Compare Home :: Documents :: Partner Rankings Home :: Errors :: Error By Category URL http://server/environment/Statistics/Documents.aspx?View=Documents http://server/environment/Statistics/TopErrors.aspx http://server/environment/Statistics/TSummary.aspx http://server/environment/Statistics/CategoryCompare.aspx http://server/environment/Statistics/PartnerRanks.aspx http://server/environment/Statistics/ErrorByCategory.aspx Web Page Name ...UserControls\UserViewFilters.ascx.cs Web Action Views -> (Select View from drop down) -> Share filter views ->Save Description Following Filter View(s) shared with Role/Group (). () : Yes/No

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Module Statistics -> Documents Statistics -> Errors Statistics -> Document Volumes Statistics -> Success Rate Statistics -> Transmissions Link Home :: Documents Home :: Errors Home :: Document Volumes Home :: Success Rate Home :: Transmissions Home :: Documents :: Category Compare Home :: Documents :: Partner Rankings Home :: Errors :: Error By Category URL http://server/environment/Statistics/Documents.aspx?View=Documents http://server/environment/Statistics/TopErrors.aspx http://server/environment/Statistics/TSummary.aspx http://server/environment/Statistics/CategoryCompare.aspx http://server/environment/Statistics/PartnerRanks.aspx http://server/environment/Statistics/ErrorByCategory.aspx http://server/environment/Tasks/TaskManagement.aspx.cs Web Page Name ...Utility\ViewSavingHelper.cs Web Action Mail This Page as a Report-> Send Mail Description Following information E-mailed. From: < From> To: < To> Subject: < Subject> Body: < Body>

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Tasks - My Tasks

Module Tasks-> My Tasks Link Home :: My Tasks URL http://server/environment/Tasks/TaskList.aspx Web Page Name ...Tasks\UserControls\DisplayTasks.ascx.cs Web Action Possible Actions => Change Priority => Change Priority Description New Priority (ID: {0}, Name: {1}) created in the system. Priority Name (ID: {0}, Name: {1}) modified in the system Priority (ID: {0}, Name: {1}) removed from the system.

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Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail URL http://server/environment/Statistics/DocumentSummary.aspx Web Page Name ...Tasks\UserControls\TaskActions.ascx.cs Web Action Task Actions => Select Checkbox for (Assign To) AND|OR Select Checkbox for (Status) AND|OR Select Checkbox for (Priority) => Update Description New Status (ID: {0}, Name: {1}) created in the system. Status Name (ID: {0}, Name: {1}) modified in the system. Status (ID: {0}, Name: {1}) removed from the system.

Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail URL http://server/environment/Statistics/DocumentSummary.aspx Web Page Name ...Tasks\DocumentView.aspx.cs Web Action Edit this document Description Document () locked.

Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail :: Document View URL http://server/environment/Tasks/DocumentView.aspx Web Page Name ...Tasks\DocumentView.aspx.cs Web Action Form Actions => Save Description Document () saved.

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Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail :: Document View URL http://server/environment/Tasks/DocumentView.aspx Web Page Name ...Tasks\DocumentView.aspx.cs Web Action Restore To Original Description Document () Restored.

Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail :: Document View URL http://server/environment/Tasks/DocumentView.aspx Web Page Name ...Tasks\DocumentView.aspx.cs ...Tasks\DocumentViewBase.cs Web Action Export to XML Description Document () exported to XML.

Module Tasks-> My Tasks Link Home :: My Tasks :: Task Detail :: Document View URL http://server/environment/Tasks/DocumentView.aspx Web Page Name ...Tasks\DocumentView.aspx.cs Web Action Export to PDF. Description Document () exported to PDF.

Module Tasks -> My Tasks Link Home :: My Tasks URL http://localhost/TI3.2.0Web/Tasks/TaskList.aspx Web Page Name ...Tasks\ClaimAdjustments.aspx.cs ...Tasks\ClaimPayments.aspx.cs ...Tasks\DocumentView.aspx.cs ...Tasks\DocumentViewMaster.Master.cs ...Tasks\PortalDocumentView.aspx.cs ...Tasks\UserControls\DisplayTasks.ascx.cs ...Tasks\UserControls\TaskActions.ascx.cs Web Action Description Same description used for ‘TaskHistory’ Table.

Module Task => My Task Link Home :: My Tasks :: Task Detail :: Document View URL http://server/environment/Tasks/DocumentView.aspx Web Page Name ...Tasks\UserControls\Comments.ascx.cs Web Action Add Comment Description Comment added for Document (, ). Comments :

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Tasks - Task Analysis

Module Tasks-> Task Analysis Link Home :: Task Analysis URL http://server/environment/Tasks/TaskManagement.aspx Web Page Name ...Tasks\TaskManagement.aspx.cs Web Action Report Definition => New => Save Description New Report Definition created with following information. Report Name: < Report Name> Chart Type: < Chart Type> X-axis : < X-axis> Group By 1: < Group By 1> Group By 2: < Group By 2> Group By 3: < Group By 3>

Module Tasks-> Task Analysis Link Home :: Task Analysis URL http://server/environment/Tasks/TaskManagement.aspx Web Page Name ...Tasks\TaskManagement.aspx.cs Web Action Report Definition => Select Report from drop down => Edit => Save Description Report Definition modified with following information. Report Name: < Report Name> Chart Type: < Chart Type> X-axis : < X-axis> Group By 1: < Group By 1> Group By 2: < Group By 2> Group By 3: < Group By 3>

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