The File Processing tab shows you files that organizations send through SFTP (Secure File Transfer Protocol) and what happened once the platform receives and processes them. You can track a file's status, review its results by record type, and find the records that need attention — without contacting support to ask whether a file went through.
Only SFTP
Only files received through SFTP appear here. Files uploaded manually in Health Wallet Manager aren't shown.
How to track file processing
Partner administrator feature
The File Processing tab is only available to partner admins.
Select File Processing tab to open the list of files received.
Review each file's Status to see where it is: "Received," "Processing," or "Processed."
Select a file to open its details.
Each file in the list shows:
Column | What it shows |
File name
| The name of the file received |
Status | Whether the file is "Received," "Processing," or "Processed." |
Record type | The kind of data in the file, such as enrollment or census |
Organization | The name of the organization that the file applies to or the number of organizations the file applies to |
Received date | When our file processor picked up the file |
Records | The total number of records and how many had errors |
Upload method | How the file was sent |
Dashboard filters
To more quickly find what you are looking for, use these filters.
Organization filter
You can filter files by organization.
Files without errors filter
You can also choose to hide all files without errors. This is helpful for identifying fields with errors in need of resolution.
Review a file's details
Select a file to open its detail view. The header card at the top summarizes the file's status, dates, record counts, and the organizations it covers.
How file counts work
Data visualization
The Total Records display count reflects every recorded entry, while the Total Actions display count reflects every system action.
A file's detail view shows two kinds of counts: how many records came in, and what the platform did with them. They won't always match.
A record is a single entry in a file, whether it’s one row in a CSV file or one employee entry in an XML file. Every record is counted as either "Processed" or "Error," and together they add up to the file's total records.
A single processed record can initiate more than one system action or none. One record might enroll a member and carry a census update at the same time. Another record might resend information the platform already has — it counts as "Processed," but it does not initiate the system to perform a new action.
Total records processed
The sum of Total Enrolled, Total Unenrolled, Total Census Processed, and Total Manual KYC Reviews won't always add up to Total Records Processed. Total Records Processed counts measure records processed, while the others measure records received.
Overview
The first tab shows a file's total records processed, total manual KYC reviews, total enrolled, total unenrolled, and total census processed for an organization. For a file that covers more than one organization, the Overview tab breaks the results down by organization and gives you a file-level summary.
Errors
The Errors tab lists each record that didn't process, along with the error code for that record, so you can see exactly what went wrong and what you could do to fix it.
Manual KYC reviews
Lists records that needed manual identity verification for Know Your Customer (KYC) at the time this file was processed. This list reflects the file's processing date—a member listed here may already be verified, especially on older files. To check current status and resolve open items, select the Identity tab.
Census processed
Shows the demographic changes the platform detected while processing the file, and whether each change was applied.
Enrolled and unenrolled
Show the members who were enrolled or unenrolled as a result of the file, grouped by type.
Resolve file errors
To resolve errors, correct the data where the file originated, then re-upload the file. Use the Errors tab — and the original source file, if you download it — to confirm exactly which records failed and why.
Download a source file
To verify a file's contents, select Download source file to download the original file. Source files contain personally identifiable information (PII), so downloading is limited to full-access partner admin roles. Tier-two service partner admins have view-only access and can't download source files.