Resources
Principal® is excited to announce the modernization of our eFile process, which will result in improved accuracy and faster processing. On this site, you’ll find the resources and information needed to service your account(s) on our modernized platform. This includes our new error report guide, the current timings for existing clients, and a Q&A to answer your questions about the modernization process.
Standard Goal
Working on Items Recieved
Goal for the Week
Non-Adjudicated eFile Transactions
Customer Inquiries
In the past, we requested confirmation if the data provided was unclear. Moving forward, Principal will rely on the accuracy of the data reported through the Electronic Data Interchange (EDI) without verification. Therefore, accurate data must be sent to avoid issues with claims, billing, or member records.
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Current process |
What is the process changing to? |
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Quality review of data provided EDI data was previously reviewed by Principal and a manual discrepancy report was generated if data needed to be verified or fixed in the feed. |
Automatic Processing Principal will now update the file with the data provided by your benefits administrator without verification.
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Member level discrepancy report Discrepancy reports, which were used to identify errors and request action on how to resolve them, will be eliminated. |
Vendor error reports If there are errors to fix, a vendor error report will be created and sent to the recipients of the discrepancy report. The only action required is to update the feed. |
Resources
Employee Navigator brokers: Ready to move all your accounts?
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Notes: ANSI and XML/ Employee Navigator Files are eligible for modernization. Proprietary B files as well as our implementation process will be modernized next.