How to batch-process data for Enrich

  • Enrich
  • Patient

If you have a set of records that you want to enrich on a one-time basis, Verato offers a file-based batch enrichment process. This process is invoked and managed by Verato – you just need provide a data file containing the initial set of customer records for enrichment. This is usually done through Verato’s secure file transfer service (SFTP).

Formatting your data

Verato Enrich uses the same batch input format as the Verato UMPI. The data file must be a pipe-delimited ASCII file, with the following fields in the order and format specified below:

  1. Source – the source code of the system/application from which your customer record originated.
  2. Native ID – the identifier which uniquely identifies the customer record within the Source.
  3. First name
  4. Middle name
  5. Last name
  6. Name suffix
  7. SSN – 9 digits, no hyphens or other punctuation
  8. DOB – YYYYMMDD format, no hyphens or slashes
  9. Gender – code value of M, F, U, O, or T
  10. Addressline1
  11. Addressline2
  12. City
  13. State (2-character state code)
  14. Zipcode – base 5-digit zip code
  15. Zip+4 – additional 4 digits after the base 5-digit zip
  16. Phone number – areacode + base number combined with parentheses, hyphens, and other punctuation removed
  17. Email address
  18. Source system last update date-time – YYYY-MM-DDHH:MM:SS format

Output Format

The Enrich output data format is also pipe-delimited ASCII, with the fields specified in the following table.

Standard Enrich output is appended to your input file as additional columns. The specific columns are determined based on the Enrich data segments that the customer has access to. In addition to the Social Determinant of Health (SDOH) values themselves, Verato returns Match Confirmation data elements that support the match result. For Match Confirmation fields, the attribute instance best matching the input criteria will be provided from the matching Enrich identity.

SDOH Core and SDOH Expanded segments

For SDOH Core and SDOH Expanded segments, the following columns are added to your input data.

# APPENDED FIELD DESCRIPTION NULLABLE

Match Confirmation Fields

1 Name - First Name Primary name given - may contain initial only No
2 Name - Middle Name Middle name – may contain initial only Yes
3 Name - Last Name Surname (Last Name) No
4 Name - Suffix Name suffix  
5 DOB Date of birth Yes
6 Address - Street Line Street line portion of Address Yes
7 Address - City City portion of Address Yes
8 Address - State State portion of Address Yes
9 Address - Zip Code Zip Code portion of Address Yes
10 Gender Gender Yes
11 Phone Number Phone Number Yes
SDOH Core Fields
12 Education Education level Yes
13 Marital Status Marital status Yes
14 Age Numerical age Yes
15 Ethnic Group Ethnic group Yes
16 Ethnic Detail Ethnic detail Yes
17 Ethnic CDC The Centers for Disease Control race category value Yes
18 Ethnic OMB The Office of Management & Budget race category value Yes
19 Language Language spoken Yes
20 Religion Religion Yes
21 Household Income Total household income Yes
22 Median Income Median income in thousands Yes
23 Household Networth Predicated net worth of the household Yes
24 Children in Household Presence of children in household Yes
25 Persons in Household Number of people in the household Yes
26 Dwelling Type Dwelling type Yes
27 Home Owner Home ownership code Yes
28 Length of Residence Total time at current address in years Yes
29 Latest year of Automobile owned Automobile year Yes
30 Household Number of Vechicles Number of vehicles in household Yes
31 Occupation Category Occupation category Yes
32 Occupation Type Occupation type Yes
33 Healthy Living Behaviors Healthy living indicator Yes
SDOH Expanded Fields
34 Household Number of Credit Lines Number of credit lines in household Yes
35 Credit Range Household credit rating Yes
36 Children in Household Aged 0-3 Presence of children age 0-3 Yes
37 Children in Household Aged 4-6 Presence of children age 4-6 Yes
38 Children in Household Aged 7-9 Presence of children age 7-9 Yes
39 Children in Household Aged 10-12 Presence of children age 10-12 Yes
40 Children in Household Aged 13-18 Presence of children age 13-18 Yes
41 Home Heat Type Type of heating in the household structure Yes
42 Diet Affinity Interest in dieting/weightloss Yes
43 Do it Yourself Affinity Comprised of Lifestyles: (2 Or More Of) Motorcycling, Technology, RV, Gadgets, Woodworking, Sewing, Etc. Yes
44 Fitness Affinity Likes fitness Yes
45 Gardening Affinity Likes gardening Yes
46 Golf Affinity Likes golfing Yes
47 Gourmet Affinity Like gourmet food Yes
48 Health Affinity Likes health content Yes
49 High Tech Affinity Likes high tech Yes
50 Hunting Affinity Likes hunting Yes
51 Photography Affinity Interest in Photography & Videography Yes
52 Tobacco Affinity Interest in tonacco Yes
53 Reading Avid Reader Avid Readers - Enjoy Reading Books, Magazines, News Papers Etc. Yes
54 Recent Computer Purchases - Company Count Computer purchase indication Yes
55 Pet Owner Owns a pet Yes

Email outreach segments

For Email Outreach segment the following columns are appended to your input data.

# APPENDED FIELD DESCRIPTION NULLABLE
Match Confirmation Fields
1 Name - First Name Primary name given - may contain initial only No
2 Name - Middle Name Middle name – may contain initial only Yes
3 Name - Last Name Surname (Last Name) No
4 Name - Suffix Name suffix Yes
5 DOB Date of birth Yes
6 Address - Street Line Street line portion of Address Yes
7 Address - City City portion of Address Yes
8 Address - State State portion of Address Yes
9 Address - Zip Code Zip Code portion of Address Yes
10 Gender Gender Yes
11 Phone Number Phone Number Yes
Email Outreach
12 Email Address Email address No
13 Update Date Most recent known update date Yes
14 Domain Email domain Yes
15 Email Quality Level Quality Level Yes
16 Email Opt In Opt in flag Yes
17 Rank Order Rank order Yes

Phone Outreach Segments

Phone Outreach segment the following columns are appended to your input data.

# APPENDED FIELD DESCRIPTION NULLABLE
Match Confirmation Fields
1 Name - First Name Primary name given - may contain initial only No
2 Name - Middle Name Middle name – may contain initial only Yes
3 Name - Last Name Surname (Last Name) No
4 Name - Suffix Name suffix Yes
5 DOB Date of birth Yes
6 Address - Street Line Street line portion of Address Yes
7 Address - City City portion of Address Yes
8 Address - State State portion of Address Yes
9 Address - Zip Code Zip Code portion of Address Yes
10 Gender Gender Yes
11 Phone Number Phone Number Yes
Phone Outreach
12 Phone Type Phone type Yes
13 Update Date Most recent known update date Yes
14 Phone Phone number No
15 Phone Quality Level Quality level Yes
16 Work Phone Work phone flag Yes
17 Rank Order Rank order Yes