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 status updates
- Closed claim protection
- Adjuster assignment
- Notifications
- Data integrity during import
Closed Claim Protection Settings
| Setting | Description |
|---|---|
EDI.Xactware.DisableFileStatusChangeOnClosedClaims | Prevents file status changes on closed claims (reopens still allowed). |
EDI.Xactware.DisableDateUpdateOnClosedClaims | Prevents date updates on closed claims. |
EDI.Xactware.DisableDateUpdateOnClosedClaims.ExceptReOpen | Allows date updates only for reopen events. |
EDI.Xactware.SetHotFileFlagWhenXaMessageReceivedOnClosedClaim | Flags claim when XA message hits a closed claim. |
File Status & Processing Settings
| Setting | Description |
|---|---|
EDI.Xactware.DoNotAllowStatusUpdatefromHighertoLowerValue | Prevents status downgrade. |
EDI.Xactware.AllowToProcessWithSameFileStatus | Allows updates even if status is unchanged. |
EDI.Xactware.IgnoreDuplicateStatusUpdates | Ignores duplicate XA updates. |
EDI.Importer.Xactware.UpdateOnDeliveryFileStatusLimit | Skips Delivered updates if already advanced. |
EDI.Importer.Xactware.UpdateFileStatusOnAdjusterUnassign | Controls revert to "Open - Not Assigned". |
Adjuster Settings
| Setting | Description |
|---|---|
EDI.Importer.Xactware.AllowReassignToFlowToCms | Allows XA reassignment → CMS. |
EDI.Importer.Xactware.AdjusterMustBeActive | Requires adjuster to be active. |
EDI.Importer.Xactware.DeskAdjusterImport | Desk adjuster logic control. |
EDI.Importer.Xactware.AdjusterAssignmentControlPointType | Maps XA control point → assignment. |
EDI.Xactware.AdjusterProfileXactnetAddressIsCommaDelimitedList | Supports multiple XactNet addresses. |
Notification Settings
| Setting | Description |
|---|---|
EDI.Importer.Xactware.SendNotificationEmails | Sends assignment notifications. |
AdjusterMismatchEmailList | Emails for unmatched adjusters. |
Note Import Settings
| Setting | Description |
|---|---|
EDI.Importer.Xactware.ImportNoteEnabled | Enables note import. |
EDI.Importer.Xactware.ImportNoteType | Note type ID. |
EDI.Importer.Xactware.ImportNoteSubtype | Note subtype ID. |
Carrier-Specific Settings
| Setting | Description |
|---|---|
EDI.XactWare.DoNotCreateClaimsForCarrierIDs | Prevents claim creation. |
EDI.Xactware.CarrierIDs.AllowDuplicateLossNotices | Allows duplicates. |
EDI.Xactware.CarrierIDs.SetCarrierAttribute2AsInternalFileNumber | Uses XA attribute as file number. |
EDI.Xactware.CarrierIDs.CheckLossAddressExists | Validates loss address. |
⚙️ Vendor & Misc Settings
| Setting | Description |
|---|---|
EDI.Xactware.ImportVendorAssignment | Controls vendor import. |
EDI.Xactware.DoNotOverwriteInitialContactDate | Preserves contact date. |
EDI.Importer.Xactware.DoNotImportAttachments | Skips attachments. |
EDI.Importer.Xactware.SetClaimIsCommerical | Sets commercial flag. |
EDI.Xactware.Import.SetMissingXAId | Fills missing XA IDs. |
EDI.Xactware.Import.MissingPropertyAddress | Handles missing address. |
Features.EDI.NullableClaimFlags | Uses nullable flags. |
⭐ Common Configurations (Real-World Usage)
Prevent Closed Claim Corruption (Recommended for most clients)
DisableFileStatusChangeOnClosedClaims = true DisableDateUpdateOnClosedClaims = true
Prevents XA from overwriting closed claims.
Allow Reopen Behavior (SOI / MAC scenario)
DisableDateUpdateOnClosedClaims = true DisableDateUpdateOnClosedClaims.ExceptReOpen = true
Allows reopen logic but protects data otherwise.
Enable Adjuster Sync from XA
AllowReassignToFlowToCms = true AdjusterMustBeActive = true
Keeps CMS aligned with XA adjusters.
High Volume / Noisy XA Environments
IgnoreDuplicateStatusUpdates = true AllowToProcessWithSameFileStatus = false
Reduces unnecessary processing + noise.
✅ Recommended Default Baseline (Safe Setup)
For most clients:
- Protect closed claims ✅
- Prevent duplicate updates ✅
- Allow controlled reassignment ⚠️
- Keep attachments ON unless performance issue
Troubleshooting Guide
Issue: Claim reopened unexpectedly
Check:
DisableFileStatusChangeOnClosedClaims- XA message type = Reopen?
Issue: Adjuster not reassigned
Check:
AllowReassignToFlowToCms = true- Adjuster exists + is active
- XA ID mismatch (timing issue)
Issue: Duplicate updates / noise
Check:
IgnoreDuplicateStatusUpdates- XA sending repeated messages
Issue: Claim not updating
Check:
- Validation failures (vehicle, policy, etc.)
- Carrier-specific settings blocking update
- Missing XA ID
Issue: Notes not importing
Check:
ImportNoteEnabled = true- Note type/subtype configured
⚠️ Known Gotchas
- XA timing issues can cause:
- Reassignment failures
- XA ID mismatches
- Importer may bypass UI validations
- Closed claim protection is critical in production
Obsolete Settings
| Setting | Notes |
|---|---|
CreateAdditionalEdiEventOnDateChange | Removed (PMS#624) |
CheckForWindFloodCompanion | Removed due to timeouts |
Final Note
Always test changes in Staging before applying to Production — especially for:
- Closed claim settings
- Adjuster assignment
- Carrier-specific rules
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