EDI 256 Periodic Annuity Compensation

Functional Group PE

X12N Insurance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Periodic Annuity Compensation Transaction Set (256) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to report annuity compensation data, including compensation amounts, compensation earned, compensation paid, adjustments and balances.

Heading

1. 010 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 020 · BSC · Beginning Segment for Commission Sales Report · Max 1 · Mandatory

   To indicate the beginning of a commission sales report transaction set and transmit reporting period dates

3. 030 · CUR · Currency · Max 1 · Optional

   To specify the currency (dollars, pounds, francs, etc.) used in a transaction

4. 040 · N9 · Reference Identification · Max 9 · Optional

   To transmit identifying information as specified by the Reference Identification Qualifier

5. 050 · DTP · Date or Time or Period · Max 9 · Optional

   To specify any or all of a date, a time, or a time period

6. NM1 Loop Optional Repeat 2

   1. 060 · NM1 · Individual or Organizational Name · Max 1 · Mandatory

      To supply the full name of an individual or organizational entity

   2. 070 · N3 · Address Information · Max 3 · Optional

      To specify the location of the named party

   3. 080 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   4. 090 · REF · Reference Identification · Max 9 · Optional

      To specify identifying information

   5. 100 · PER · Administrative Communications Contact · Max 3 · Optional

      To identify a person or office to whom administrative communications should be directed

Detail

1. N1 Loop Mandatory Repeat >1

   1. 010 · N1 · Name · Max 1 · Mandatory

      To identify a party by type of organization, name, and code

      The N1 loop repeats for each company paying compensations.

   2. 020 · N2 · Additional Name Information · Max 2 · Optional

      To specify additional names or those longer than 35 characters in length

   3. 030 · REF · Reference Identification · Max 9 · Optional

      To specify identifying information

   4. 040 · N3 · Address Information · Max 3 · Optional

      To specify the location of the named party

   5. 050 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   6. BLI Loop Optional Repeat >1

      1. 060 · BLI · Baseline Item Data · Max 1 · Mandatory

         To specify basic item data: item identification, quantity, and price

         The BLI loop contains data for each individual contract.

      2. 070 · REF · Reference Identification · Max 9 · Optional

         To specify identifying information

      3. 080 · DTP · Date or Time or Period · Max 9 · Optional

         To specify any or all of a date, a time, or a time period

      4. 090 · AMT · Monetary Amount · Max 9 · Optional

         To indicate the total monetary amount

      5. 100 · BLN · Balance Information · Max 9 · Optional

         To provide specific balance information for financial account reporting

      6. NM1 Loop Optional Repeat >1

         1. 110 · NM1 · Individual or Organizational Name · Max 1 · Mandatory

            To supply the full name of an individual or organizational entity

         2. 120 · N2 · Additional Name Information · Max 2 · Optional

            To specify additional names or those longer than 35 characters in length

         3. 130 · REF · Reference Identification · Max 9 · Optional

            To specify identifying information

         4. 140 · N3 · Address Information · Max 3 · Optional

            To specify the location of the named party

         5. 150 · N4 · Geographic Location · Max 1 · Optional

            To specify the geographic place of the named party

         6. 160 · DMG · Demographic Information · Max 1 · Optional

            To supply demographic information

         7. 170 · DTP · Date or Time or Period · Max 9 · Optional

            To specify any or all of a date, a time, or a time period

      7. AM1 Loop Optional Repeat >1

         1. 180 · AM1 · Informational Values · Max 1 · Mandatory

            To specify a code and the amount, quantity associated with it, or both

            The AM1 loop contains calculations for each contract activity.

         2. 190 · REF · Reference Identification · Max 9 · Optional

            To specify identifying information

         3. 200 · III · Information · Max 9 · Optional

            To report information

         4. 210 · DTP · Date or Time or Period · Max 9 · Optional

            To specify any or all of a date, a time, or a time period

         5. AMT Loop Optional Repeat >1

            1. 220 · AMT · Monetary Amount · Max 1 · Mandatory

               To indicate the total monetary amount

               Each AMT loop contains compensation details for each entity.

            2. 230 · REF · Reference Identification · Max 1 · Optional

               To specify identifying information

               REF02 contains the reference number identifying the entity receiving compensation.

            3. 240 · MSG · Message Text · Max 9 · Optional

               To provide a free-form format that allows the transmission of text information

            4. RPA Loop Optional Repeat >1

               1. 250 · RPA · Rate Amounts or Percents · Max 1 · Mandatory

                  To identify rate amounts or percents for a specific cost or other line item

                  The RPA loop contains compensation calculation details.

               2. 260 · III · Information · Max 9 · Optional

                  To report information

   7. ENT Loop Optional Repeat >1

      1. 270 · ENT · Entity · Max 1 · Mandatory

         To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

         The ENT segment identifies each organization or individual receiving compensations.

      2. 280 · REF · Reference Identification · Max 9 · Optional

         To specify identifying information

      3. 290 · NM1 · Individual or Organizational Name · Max 1 · Optional

         To supply the full name of an individual or organizational entity

      4. 300 · N2 · Additional Name Information · Max 2 · Optional

         To specify additional names or those longer than 35 characters in length

      5. 310 · N3 · Address Information · Max 3 · Optional

         To specify the location of the named party

      6. 320 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

      7. 330 · ADX · Adjustment · Max 9 · Optional

         To convey accounts-payable adjustment information for the purpose of cash application, including payer-generated debit/credit memos

      8. 340 · AMT · Monetary Amount · Max 9 · Optional

         To indicate the total monetary amount

      9. 350 · BLN · Balance Information · Max 9 · Optional

         To provide specific balance information for financial account reporting

2. 360 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)