This article describes how to configure a client for the Fidelity Deduction Feedback to PrimePay GPAY moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
Create an SFTP Account in detamoov
Fidelity will send the feedback file to detamoov via SFTP. To create an SFTP account, make sure you are logged in with an administrator level account. Click on your initials in the top right corner and select the Admin Console link.
Within the Admin Console, select the Settings tab and click on the SFTP row. Once the SFTP area expands, click the Add button to add a new SFTP account.
The side sheet will be where you'll enter information on your new SFTP account. All fields are required. Here's some information on each field:
- Username: required, cannot contain spaces and must be unique across all SFTP accounts.
- Password: required and must adhere to the standard detamoov password requirements.
- Confirmation password: required and must match the password field exactly (case sensitive).
- Description: required and used to describe why you're creating this account.
Once you've entered all the information above, click Save and your account will be created.
Provide Fidelity with the SFTP credentials created above to allow them to send the feedback files for your client.
Host: sftp.prod.detamoov.com
Port: 22
Username: username created above
Password: password created above
Fidelity - Electronic Data Transmission Connectivity Form
You will need to complete the Fidelity Electronic Data Transmission (EDT) connectivity form to enable 360. For more information, please see the Fidelity - Electronic Data Transmission Connectivity Form article.
To add a moov to your account, click on moovs on the left hand menu and click the ADD button in the upper right.
Then expand the Retirement - Retirement to Payroll panel, select the moov you wish to adopt and click the USE THIS MOOV button on the right.
detamoov will validate the feedback data coming from Fidelity for any Catch Up records. If a Catch Up record is found, a validation report will be sent and the Catch Up records will be filtered out of the data sent to PrimePay GPAY. These records are filtered out as a result of our implementation team being notified that Catch Up is automatically configured in PrimePay GPAY.
In the event that a Catch Up record is sent by Fidelity, the Fidelity Deduction Feedback to PrimePay GPAY moov will generate a notification email. An example of the validation report generated when a deduction record contains a Catch Up:
To edit the validate file step, click on the cog icon under the Action - Validate Files 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.
To save your parameters click on the Save Changes button.
The Fidelity Deduction Feedback to PrimePay GPAY moov provides a notification once the moov is complete with a summary of the retirement plan changes that were made in PrimePay GPAY. 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 send file step, click on the cog icon under the Action - Send File 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 send file 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 the moov.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - odc[Fidelity provided value]
(This value is generated by Fidelity. Please confirm the exact file name to ensure the files for your client are pulled from their SFTP successfully)
File Name Contains - def
Note: make sure that the File Name Starts With and File Name Contains fields matches as this can cause issues pulling the Fidelity feedback file and updating PrimePay GPAY.
Fidelity Deduction Feedback File Format
The Fidelity Deduction Feedback file is sent in a fixed-length format where each deduction is identified by a Record Identifier. Below is a table showing the Fidelity Record Identifiers and the corresponding deduction type:
| Record Identifier | Deduction Type | Notes |
| 01 | Participant Identification | |
| 02 | PreTax/AfterTax Percent | Supported |
| 02R | Roth Percent | Supported |
| 04 | PreTax/AfterTax Dollar Amount | Supported |
| 04R | Roth Dollar Amount | Supported |
| 05 | Status Code | |
| 06 | Spillover Percent | Not supported in detamoov |
| 06C | Catch Up Percent | Supported |
| 06R | Roth Catch Up Percent | Supported |
| 07 | Spillover | Not supported in detamoov |
| 07C | Catch Up Dollar Amount | Supported |
| 07R | Roth Catch Up Dollar Amount | Supported |
| TT1 | Trailer Record |
Certain records are automatically sent for a participant when your client's plan has an available election, even if the participant has not made an election. For example:
If Roth elections are available in the plan, the Pre-Tax/After-Tax records and Roth records will always be sent together.
If Roth Catch Up elections are available in the plan, the regular Catch Up records and Roth Catch Up records will always be sent together.
Also, if a participant changes one or more of their deferral elections, all of their deferral elections will be fed back on the feedback file.
The Pre-Tax and After-Tax deductions exist on the same record in the Fidelity Deduction Feedback file. detamoov needs to create both of these deductions from the record as we have no way of knowing if your client's plan has one or the other, or both. So we create a filter to remove the After-Tax record by default and allow you to override the default settings.
Remove the After-Tax filter
If your client's plan has an After-Tax contribution then you will need to remove the default filter rule to allow detamoov to send the appropriate deduction. Only complete this section if the Fidelity plan has an active After-Tax deduction.
To create a filter override locate step 8: Action - Filter, expand the Filter Overrides section and click ADD.
Next, select Filter 1: Deduction Code and click Add Override.
Then on the right-hand side, hover over the Deduction Code | STRING field and click the trash can icon and click OK.
Add a Pre-Tax filter
If your client's plan has an After-Tax contribution, but doesn't have a Pre-Tax contribution, then you will need to change the default filter rule to allow detamoov to send the appropriate deduction. Only complete this section if the Fidelity plan has an active After-Tax deduction and has no Pre-Tax deduction.
To create a filter override locate step 8: Action - Filter, expand the Filter Overrides section and click ADD.
Next, select Filter 1: Deduction Code and click Add Override.
Then on the right-hand side, replace the text "401k PostTax" with the text "401k" and click OK.
Configure the PrimePay GPAY Retirement 360 Step
To configure the PrimePay GPAY Retirement 360 step for you client, locate the Action - PrimePay GPAY Retirement 360 step, expand the PrimePay GPAY API panel and click ADD.
On the side panel that appears, select your PrimePay GPAY Premier Integration and enter in the following credentials:
Employer Unique ID - the Employer # in PrimePay GPAY
Loan Deduction Codes - this field can be left blank as Fidelity sends loan changes in a separate feedback file
You can also enter in one or more email addresses in the Error Messages Email. If left blank, all detamoov users on your account will receive emails if the PrimePay GPAY API import fails.
Click OK to complete the PrimePay GPAY Retirement 360 configuration.
At the beginning of this article you configured the send file step for the moov to send a notification once the moov had completed. You also have the ability to configure the send file step for each client configuration if you wish to add or remove email addresses per client.
To override the send file step, locate the Action - Send File 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.
Fidelity sends the updates to loans in a separate file and requires that you configure the Fidelity Loan Feedback to PrimePay GPAY moov. If your client's plan has loans, please see the How to configure the Fidelity Loan Feedback to PrimePay GPAY moov article.
