XactAnalysis Settings

Contributors: Long

Created: 2026-03-23

Last Updated: 2026-03-23

XA (Xactware) Importer Settings Reference

Source: XactWareClaim.cs

Overview

This document outlines the configuration settings that control how the XA (Xactware) Importer behaves within ClickClaims CMS. These settings impact claim updates, status handling, adjuster assignments, notifications, and more.

Closed Claim Protection Settings

#	Setting	Default	Description
1	`EDI.Xactware.DisableFileStatusChangeOnClosedClaims`	false	Prevents file status changes when the claim is "File Closed". Reopen events are still allowed.
2	`EDI.Xactware.DisableDateUpdateOnClosedClaims`	false	Prevents date updates on closed claims.
3	`EDI.Xactware.DisableDateUpdateOnClosedClaims.ExceptReOpen`	false	Allows date updates only if the XA message is a "File Reopened" event (requires #2 = true).
4	`EDI.Xactware.SetHotFileFlagWhenXaMessageReceivedOnClosedClaim`	false	Sets the hot/shock file flag when an XA message is received on a closed claim.

File Status & Processing Settings

#	Setting	Default	Description
5	`EDI.Xactware.DoNotAllowStatusUpdatefromHighertoLowerValue`	false	Prevents downgrading file status. Reopen events bypass this restriction.
6	`EDI.Xactware.AllowToProcessWithSameFileStatus`	false	Allows processing when current and incoming file statuses are the same.
7	`EDI.Xactware.IgnoreDuplicateStatusUpdates`	false	Ignores duplicate status updates from XA.
8	`EDI.Importer.Xactware.UpdateOnDeliveryFileStatusLimit`	false	Skips "Delivered" updates if claim status is already ≥ 3.
9	`EDI.Importer.Xactware.UpdateFileStatusOnAdjusterUnassign`	true	When false, prevents reverting to "Open - Not Assigned" when adjuster is removed.

Adjuster Settings

#	Setting	Default	Description
10	`EDI.Importer.Xactware.AllowReassignToFlowToCms`	false	Allows XA adjuster reassignments to update CMS.
11	`EDI.Importer.Xactware.AdjusterMustBeActive`	false	Requires matched adjuster to be active in CMS.
12	`EDI.Importer.Xactware.DeskAdjusterImport`	""	Controls desk adjuster import behavior (application-specific).
13	`EDI.Importer.Xactware.AdjusterAssignmentControlPointType`	""	Defines XA control point used for adjuster assignment.
14	`EDI.Xactware.AdjusterProfileXactnetAddressIsCommaDelimitedList`	false	Treats adjuster XactNet address as a comma-delimited list.

Notification Settings

#	Setting	Default	Description
15	`EDI.Importer.Xactware.SendNotificationEmails`	false	Sends notification emails for adjuster assignment/reassignment events.
16	`AdjusterMismatchEmailList`	""	Email list for notifying when adjuster cannot be matched in CMS.

Note Import Settings

#	Setting	Default	Description
17	`EDI.Importer.Xactware.ImportNoteEnabled`	false	Enables importing XA notes into CMS.
18	`EDI.Importer.Xactware.ImportNoteType`	1	Note type ID for imported notes.
19	`EDI.Importer.Xactware.ImportNoteSubtype`	3	Note subtype ID for imported notes.

Carrier-Specific Settings

(Supports comma-delimited carrier IDs or "ALL")

#	Setting	Default	Description
20	`EDI.XactWare.DoNotCreateClaimsForCarrierIDs`	""	Prevents claim creation for specified carriers.
21	`EDI.Xactware.CarrierIDs.AllowDuplicateLossNotices`	""	Allows duplicate loss notices for specified carriers.
22	`EDI.Xactware.CarrierIDs.SetCarrierAttribute2AsInternalFileNumber`	""	Uses XA carrierAttribute2 as CMS internal file number.
23	`EDI.Xactware.CarrierIDs.CheckLossAddressExists`	""	Enables loss address validation for specified carriers.

Vendor & Miscellaneous Settings

#	Setting	Default	Description
24	`EDI.Xactware.ImportVendorAssignment`	""	Controls vendor assignment import behavior.
25	`EDI.Xactware.DoNotOverwriteInitialContactDate`	false	Preserves existing initial contact date if already set.
26	`EDI.Importer.Xactware.DoNotImportAttachments`	false	Skips attachment imports and suppresses document notes.
27	`EDI.Importer.Xactware.SetClaimIsCommerical`	false	Sets claim as commercial based on XA XML flag.
28	`EDI.Xactware.Import.SetMissingXAId`	false	Allows setting missing XA ID on existing claims.
29	`EDI.Xactware.Import.SetMissingXAId.AllowedCarrierIdsCSV`	""	Defines carriers allowed to use SetMissingXAId.
30	`EDI.Xactware.Import.MissingPropertyAddress`	""	Controls behavior when property address is missing.
31	`EDI.XactWare.ClientIdListForInsuredNameParseLastSpaceFirst`	""	Uses "last space first" parsing for insured names.
32	`EDI.Importer.Xactware.FlagIfClientAndPolicyNoAreSame`	false	Flags claims where client and policy number match.
33	`Features.EDI.NullableClaimFlags`	false	Uses nullable claim flag instead of legacy field.

Obsolete / Removed Settings

Setting	Notes
`EDI.Xactware.CreateAdditionalEdiEventOnDateChange`	Obsolete (PMS #624). EDI events are now created by default.
`EDI.Importer.Xactware.CheckForWindFloodCompanion`	Removed (2017-04-06). Caused stored procedure timeouts.

** Please see attached for these settings compared to MAC's settings in Prod.

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XA_Settings_Reference.md
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