Role-specific enablement

Humata-style integration playbook

A customer-facing Solutions Engineer needs to connect payload mapping, secure transport, validation, monitoring, automation, and clear communication. This page turns the job description into concrete artifacts you can discuss.

Clinical documentation exchange

275 attachment workflow

1. Receive attachment trigger from prior-auth workflow with correlation ID and patient/member context.
2. Stage document metadata: document type, content type, page count, source filename, and prior-auth transaction ID.
3. Compute SHA-256 hash and store encrypted content location; do not log raw PHI or document text.
4. Transmit via payer-required method such as X12 275, SFTP package, portal API, or clearinghouse route.
5. Capture acknowledgement/control numbers and reconcile them to the originating 278R request.
6. Alert if acknowledgement is missing, rejected, duplicated, or not linked to the expected authorization case.

Customer IT discovery

VPN, mTLS, certificates, and PHI security checklist

• Source and destination public IPs, private tunnel CIDRs, ports, protocols, DNS names, and NAT behavior
• VPN vendor/profile, tunnel phase settings, encryption algorithms, and keepalive/DPD expectations
• TLS certificate chain, expiration dates, SAN/CN values, key length, mTLS client certificate owner, and renewal calendar
• Authentication method: OAuth2 client credentials, API key, Basic Auth, trading-partner credentials, or SSH key
• Secrets handling: vault location, rotation cadence, break-glass contact, and environment separation
• PHI/PII safeguards: encryption in transit, encryption at rest, minimum necessary logging, and redaction rules

Error handling framework

Standardized error envelope

Use a consistent shape across EDI, API, SFTP, and connectivity failures so support teams can separate retryable transport issues from non-retryable data-quality issues.

{
  "correlationId": "corr-20260507-0001",
  "sourceSystem": "Epic Interconnect / SFTP batch",
  "transactionType": "278R_REQUEST",
  "severity": "ERROR",
  "category": "SCHEMA_VALIDATION",
  "retryable": false,
  "customerMessage": "The authorization request is missing a patient identifier required for payer submission.",
  "technicalDetails": "PID-3 and normalized patient.memberId/patient.mrn were empty after parsing.",
  "nextAction": "Ask the EMR analyst to confirm MRN/member ID mapping and resend the corrected payload."
}

Migration validation and RCA

SQL audit patterns

WITH ranked AS (
  SELECT
    transaction_id,
    payer_id,
    member_id,
    service_date,
    created_at,
    ROW_NUMBER() OVER (
      PARTITION BY transaction_id, payer_id
      ORDER BY created_at DESC
    ) AS newest_first,
    COUNT(*) OVER (PARTITION BY transaction_id, payer_id) AS duplicate_count
  FROM prior_auth_requests
)
SELECT *
FROM ranked
WHERE duplicate_count > 1
ORDER BY transaction_id, newest_first;

SELECT
  source_system,
  correlation_id,
  transaction_id,
  CASE WHEN patient_last_name IS NULL OR patient_first_name IS NULL THEN 'MISSING_PATIENT_NAME' END AS name_issue,
  CASE WHEN date_of_birth IS NULL THEN 'MISSING_DOB' END AS dob_issue,
  CASE WHEN member_id IS NULL AND mrn IS NULL THEN 'MISSING_IDENTIFIER' END AS identifier_issue,
  CASE WHEN payer_id IS NULL THEN 'MISSING_PAYER' END AS payer_issue
FROM staged_prior_auth_requests
WHERE patient_last_name IS NULL
   OR patient_first_name IS NULL
   OR date_of_birth IS NULL
   OR (member_id IS NULL AND mrn IS NULL)
   OR payer_id IS NULL;

SELECT
  s.correlation_id,
  s.member_id AS source_member_id,
  t.member_id AS target_member_id,
  s.status AS source_status,
  t.status AS target_status
FROM source_prior_auth_export s
FULL OUTER JOIN target_prior_auth_requests t
  ON s.correlation_id = t.correlation_id
WHERE t.correlation_id IS NULL
   OR s.correlation_id IS NULL
   OR COALESCE(s.member_id, '') <> COALESCE(t.member_id, '')
   OR COALESCE(s.status, '') <> COALESCE(t.status, '');

Connectivity debugging

Packet tracing and certificate diagnostics

nc -vz api.customer.example 443

sudo tcpdump -i tun0 host 203.0.113.10 and port 443 -w vpn-handshake.pcap

openssl s_client -connect api.customer.example:443 -showcerts </dev/null

Automation

Postman/Newman smoke-test collection skeleton

Export this shape into a collection file and run it with a command such asnewman run collection.json --env-var baseUrl=http://localhost:3000.

{
  "info": {
    "name": "Prior Auth Integration Lab Smoke Tests",
    "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
  },
  "item": [
    {
      "name": "Parse HL7 sample",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": "{{baseUrl}}/api/parse/hl7",
        "body": {
          "mode": "raw",
          "raw": "{\"raw\":\"{{hl7Sample}}\"}"
        }
      },
      "event": [
        {
          "listen": "test",
          "script": {
            "exec": [
              "pm.test('returns normalized HL7 payload', function () {",
              "  pm.expect(pm.response.json().normalized.sourceType).to.eql('HL7_V2');",
              "});"
            ]
          }
        }
      ]
    },
    {
      "name": "Parse X12 278 sample",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": "{{baseUrl}}/api/parse/x12",
        "body": {
          "mode": "raw",
          "raw": "{\"raw\":\"{{x12Sample}}\"}"
        }
      },
      "event": [
        {
          "listen": "test",
          "script": {
            "exec": [
              "pm.test('returns normalized X12 payload', function () {",
              "  pm.expect(pm.response.json().normalized.sourceType).to.eql('X12_278');",
              "});"
            ]
          }
        }
      ]
    }
  ]
}