Adding Correspondence to a Member Record

This use case outlines how to use the VBAPI platform to attach a correspondence file to a member record. This will make the file visible in the Correspondence Tracking UI.

Step 1: Create a Report Queue

This initializes the correspondence item.

Create Report Queue

Set the Queue_Type to SAVE.

Step 2: Create Report Queue Detail

Attach a file or blob to the report queue.

Create Report Queue Detail

Step 3: Add Report Queue Detail Arguments

Add these required arguments to link to a member:

  • ReportArg_SubscriberID
  • ReportArg_MemberSeq

Create Report Queue Detail Argument

Step 4 (Optional): Notify the User via Reminder Event

You can optionally notify the user that a correspondence item has been added by creating an event.

Create Event

Step 5: Track the Correspondence

Update the tracking table to reflect that the file was sent/received.

Create Report Track

Notes

  • This process is specific to Enrollment Correspondence . For other types (e.g., Claims), use the Note Attachment process instead.
  • The correspondence file will only appear in Correspondence Tracking if both ReportArg_SubscriberID and ReportArg_MemberSeq are provided.