This article describes how to configure a client for the Standard Deduction to Optum Financial HSA/FSA Contributions moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
Optum Financial Contribution Specifications
The Optum Financial HSA/FSA Contribution integration uses the Standard Deduction format as the source. To ensure a seamless integration, you must produce the Standard Deduction format out of payroll. For more information, including an example of the Standard Deduction format, please review the Standard Deduction to Optum Financial HSA/FSA Contribution article.
To adopt the Standard Deduction to Optum Financial HSA/FSA Contributions moov to your account, click on the moovs section on the left and click the ADD button.
Then expand the Benefits section and click on the Standard Deduction to Optum Financial HSA/FSA Contributions moov.
Then click 'Use This moov' on the right.
Once the Standard Deduction to Optum Financial HSA/FSA Contributions moov has been added to your account, click on the Standard Deduction to Optum Financial HSA/FSA Contributions moov.
The Standard Deduction to Optum Financial HSA/FSA Contributions moov provides a notification for when the moov is complete. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notification step, click on the cog icon under the Action - Notify step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To save your parameters click on the Save Changes button.
In the moov configuration section, click the Add button to add a new client to send data to Optum Financial.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - the status field is important when configuring a new integration with Optum as it provides the correct file name used to send to Optum while in their testing phase. This field should be set to 'Testing' until the testing phase has been completed.
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform. The value entered into this field is important as the file you send to detamoov must start with this value.
File Name Contains - optional value that is included in the file name
Billing Group Identifier
A Billing Group Identifier will need be included on each record sent and will be provided by Optum Financial. Please reach out to Optum Financial if you do not have this value.
To include the Billing Group Identifier value, you will need to add a Field Override. Locate the Action - Transform step, expand the Field Overrides panel and click the Add button. The Standard Deduction to Optum Financial HSA/FSA Contributions moov will potentially create multiple output records from a single input record. To ensure the Enrollment Submitter ID value is passed correctly, you will need to create a field override for the following fields:
5: Billing Group Identifier
18:Billing Group Identifier
31:Billing Group Identifier
44:Billing Group Identifier
57:Billing Group Identifier
Note: this value must be in upper case only.
Enrollment Submitter ID
An Enrollment Submitter ID will need be included on each record sent and will be provided by Optum Financial. Please reach out to Optum Financial if you do not have this value.
To include the Enrollment Submitter ID value, you will need to add a Field Override. Locate the Action - Transform step, expand the Field Overrides panel and click the Add button. The Standard Deduction to Optum Financial HSA/FSA Contributions moov will potentially create multiple output records from a single input record. To ensure the Enrollment Submitter ID value is passed correctly, you will need to create a field override for the following fields:
6: Enrollment Submitter ID
19:Enrollment Submitter ID
32:Enrollment Submitter ID
45:Enrollment Submitter ID
58:Enrollment Submitter ID
The name of the file sent to Optum requires the client name value and will be provided by Optum Financial. Please reach out to Optum Financial if you do not have this value.
To override this value, locate the Action - Name File step, toggle the 'Use default parameters' off and replace the text '[clientname - override]' with the plan's Remittance Group value. This value will need to be replaced in both the 'Naming rule used in production' and 'Naming rule used in test' sections.
At the beginning of this article you configured the notification step for the moov to send a notification once the moov had completed. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To override the notification step, locate the Action - Notify step and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
To complete the configuration for your client, click the Next button at the bottom of the page and then the Save button on the moov summary page.
