Sagitta Integration Errors

Description

If the above error appears in the BenefitPoint -Sagitta Integration Error Log, it indicates that you cannot have a transaction on a policy outside the policy term in Sagitta.

Resolution

Compare the effective and expiration dates of the policy in Sagitta to the effective and renewal dates of the plan in BenefitPoint.

If the dates in Sagitta are not the same as BenefitPoint, change the effective and expiration date of the policy in Sagitta.

Resend the error.

If the dates are similar Create a Case in My Vertafore for further troubleshooting.

Description

The above error message appears when renewing a policy.

Resolution

The above error occurs for the following reasons:

• Current Plan has an Origination Reason of Renewal, but no Prior Plan.
• Prior Plan does not have a valid Sagitta ID.

To resolve this error add the required information to Sagitta.

Follow the steps below if the Plan/Product in error in BenefitPoint is marked as a Renewal and does not have a Prior Plan:

1. Log on to Sagitta.
2. Click My Sagitta. A list of options appears under My Sagitta in the top left corner.
3. Click Other. A new page appears. If new page does not appear. Please check if the pop-up blocker has been disabled.
4. Click on Clients tab in upper right hand corner.
5. Enter Client Name in Search String and click Contains to Search.
6. Select Client from records returned.
7. Click on the Policies tab on Basic Client page.
8. Select line item for policy in error and click Add on submenu.
9. Create prior term policy.
10. Enter Effective Date,Transaction Type as New.
11. Enter Policy Number, Insurer code, Payee Code, Coverage code and Bill Method.
12. Click Save.

In BenefitPoint enter the Item ID for new policy into the Sagitta ID field. Follow the steps below to enter the Sagitta ID:

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts.
3. Locate the account you want.
4. From the Action drop-down list select Plans.
5. Locate the plan with the error.
6. From the Action drop-down list and select Plan Info.
7. In the Sagitta ID field enter the Item ID for new policy.
8. Click Save.
9. Now switch to the Broker Admin user.
10. On the top navigation bar click Brokerage Info.
11. On the top navigation bar submenu click Sagitta Real-Time Integration.
12. Click the Error Log tab.
13. In the line item for policy in error check mark the item and click Resend.

Follow the steps below if Plan/Product in error in BenefitPoint is marked as Renewal and a Prior Plan exists.

1. In BenefitPoint from the Plan Info page click the Go To Prior Plan link for plan/product in error.
2. Go to the Sagitta ID field and see if it is blank.
3. Click Save twice at bottom of the Edit Plan page to see if a new Sagitta ID will populate in the field.
4. If yes, resend original error in Error Log. If no, check Error Log to see if a plan error was created for the Prior Plan.
5. Review error and resolve.
6. Then resend both the original and prior plan errors.

Description

After you post an RTM statement the above message appears in the error log.

Resolution

This error occurs when a BenefitPoint Plan/Product contains a Sagitta ID.

To resolve the error you must assign the Sagitta Plan ID.

1. Log on to BenefitPoint as a Broker Admin.
2. On the top navigation bar click Brokerage Info.
3. On the top navigation sub-menu click Sagitta Real-Time Integration.
4. Select the Error Log tab.
5. From the above error, obtain the Product ID from the statement with the error.
6. Now switch to Broker role.
7. From the Global Search drop-down list select BP Internal Plan/Product ID.
8. Enter the Plan/Product ID and click Search.
9. Scroll down to confirm that no Sagitta ID is currently available for the plan/product.
10. Click the Go to Prior Plan link on the plan to verify that the previous term has a Sagitta ID. If the prior plan has an ID, go back to the plan and skip to step 12.
11. If there is no Sagitta ID, continue to step 12.
12. If the policy does not already exist in Sagitta, click Save so that a Sagitta ID can be inserted and then return to the error log and resend the statement error.
13. If no Sagitta ID exists on the plan and the policy currently exists in Sagitta, Create a Case in My Vertafore. to upload the Sagitta ID onto the Plan/Product.
14. Once the Sagitta ID has been uploaded, return to the error log and resend the error message.

When creating a case to have the Sagitta ID uploaded to the BenefitPoint plan, please include the following information to expedite the request:

• BP Internal Plan/Product ID
• Sagitta policy ID

Description

After you post a commission statement from BenefitPoint, the above message appears in the error log.

Resolution

The above error occurs because BenefitPoint Plan/Product is linked to an Account that has not been linked to Sagitta.

This typically occurs, when the account is created first and then plans/products are added immediately thereafter. Upon adding an account, the Get ID should be validated before any plans/products are added.

1. Log on to BenefitPoint as a Broker user.
2. Using the Global Search drop-down list find the account. The Account Summary page appears.
3. In the Sagitta Internal Client ID field click the Get ID link. The Account Search page appears.
4. Using the Does account already exist in Sagitta?drop-down list select:
   1. Yes, if account exists in Sagitta. The Search for Customer by drop-down appears.
   2. No, if account does not exist in Sagitta.
   3. Don't Know, if you are not certain of status of customer in Sagitta. The Search for Customer by drop-down appears.
5. Using the Search for Customer by drop-down list choose Customer Name or Customer ID (Client ID in Sagitta) enter name or id in corresponding text box.
6. Click Next. The Add Accuont page appears.
7. Select the appropriate customer and click Next. The Edit Account Summary page appears.
8. Verify all Account Information is correct. Click Save.
9. The four-digit Sagitta Internal Client ID appears in the Account Summary page.
10. Now to switch to the Broker Admin role.
11. Resend error from Error Log.
12. Click on Brokerage Info, select Sagitta Real-Time Integration and select Transaction Log and confirm the update.

Description

After your create a policy in BenefitPoint, the above message appears in the Error Log.

Resolution

The error occurs when the Writing Carrier on policy is not an available Insurer in the Insurer Codes section (Broker Admin> Brokerage Info> Sagitta Real-Time Integration> Insurer Codes).

In BenefitPoint:

1. Copy the Product ID from the Error Log.
2. Log on to BenefitPoint as a Broker user.
3. Using the Global Search drop-down list select BP Internal Plan/Product ID, enter the Product ID and click Search. The Edit Plan page appears.
4. Verify Insurer (Carrier) on plan.
5. Switch to the Broker Admin user.
6. On the top navigation bar click Brokerage Info.
7. On the top navigation submenu click Sagitta Real-Time Integration.
8. Click the Insurer Codes tab.
9. From the BenefitPoint Carrier drop-down list and check if Insurer is listed.
   • If Yes, select the Insurer. If No, see section below on Sagitta.
10. From the Insurer Code drop-down list select the applicable Insurer Code.
11. Click Save and resend error in BenefitPoint.

If Insurer Code is unavailable please check Sagitta to confirm whether Insurer has been added and that there is an existing code.

In Sagitta:

1. Under My Sagitta click Other. A new page appears.
2. On the top navigation bar click Maintenance. A list of options appears under My Sagitta on the left.
3. Click Accounting. A list of options appears below.
4. Click Insuror Codes Maintenance. The Add/Change Insurer Codes page appears.
5. In the Insuror Code field click the magnifying glass and under Insurors Lookup type the Insurer in the Enter Search String field and click Search.
6. View Search results to determine if Insurer is listed.
   • If Yes, click Ok. If No, the Insurer must be added. Click here for more information adding an Insurer Code.
7. Insurer Code field will now be pre-filled.
8. Go to Insurer Name field and make a minor edit in the name field.
9. Ensure that the Benefits Export box is checked.
10. Click Save.

Back in BenefitPoint:

Go back to BenefitPoint. Repeat the above steps 1-11. If Insurer does not appear in Insurer Codes list and is an available Insurer with a valid code in Sagitta. Then the Insurer (Carrier) may have been removed from the Carrier List. Verify if the Carrier has been removed:

1. Log on to BenefitPoint as the Broker Admin.
2. On the top navigation bar click Carrier Management.
3. On the top navigation submenu click Carrier List.
4. In Search Carriers field enter Insurer (Carrier) name and click Update.
5. If the message There are no Carriers foundappears, the Insurer (Carrier) must be added. See Working with Carriers for information on adding a Carrier in BenefitPoint.