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Legacy claims integration · From my experience
An integration platform: the legacy claims integration replaced
Homegrown EDI shredding into a normalized datamart before adjudication.
I led the replacement of Microsoft BizTalk with homegrown EDI shredding directly into a normalized datamart before adjudication. Capturing complete claim data reduced enhancement turnaround by 50% and improved received-to-paid mapping and CMS reporting. The LifePRO engine replacement, daily reconciliation and paper-to-EDI conversion were separate projects.
Homegrown EDI shredding into a normalized datamart before adjudication; 50% shorter enhancement turnaround.
- My role
- I led the replacement of Microsoft BizTalk with homegrown EDI shredding directly into a normalized datamart before adjudication. The inputs included CMS COBA files and Emdeon-provided VA claim inputs. Capturing complete claim data reduced enhancement turnaround by 50% and improved received-to-paid mapping and CMS reporting. The LifePRO engine replacement, daily reconciliation and paper-to-EDI conversion were separate projects.
- The decision
- Replace Microsoft BizTalk with homegrown EDI shredding directly into a normalized datamart before adjudication, keeping LifePRO replacement, daily reconciliation and paper-to-EDI conversion separate.
- The result
- Capturing complete claim data reduced enhancement turnaround by 50% and improved received-to-paid mapping and CMS reporting. The data landed directly in a normalized datamart before adjudication.
The role, scope and reported outcome above are from my experience. The requirements, designs, thresholds and review records below are portfolio samples that illustrate the decisions. They are not employer documents or historical sign-offs; some shared tables cover the whole intake product.
01
Product design / Process flow
Microsoft BizTalk → homegrown EDI shredding
- 01Define the first capabilityConsumer needs · transaction contract · ownershipChoose a bounded first use case and make the compatibility requirement explicit.Exception:Recovery:Scope keeps expanding?Protect the first usable increment and record deferred capabilities.
- 02Build the product coreAdapters · validation · routing · observabilitySeparate reusable platform responsibilities from consumer-specific mappings.Exception:Recovery:Unowned exception?Define resolution and recovery before adding another consumer.
- 03Prove equivalenceContract tests · reconciliation · recovery rehearsalCompare old and new outcomes without creating duplicate live transactions.Exception:Recovery:Unexplained mismatch?Stop the cutover and investigate the difference.
- 04Introduce & operateControlled cutover · support · rollback · adoptionMake production ownership, recovery and consumer adoption part of the product.Exception:Recovery:Quality or service degrades?Pause expansion; reconcile in-flight work before rollback.
An illustrative migration flow for replacing Microsoft BizTalk with homegrown EDI shredding into a normalized datamart before adjudication.
1 / 4 · Retain, buy or build
How was the platform kept a separate investment?
Portfolio sample
Product strategy · Chosen approach
I choose bounded automation with reviewable exceptions. Define input quality first, establish provider resolution next, then validate downstream handoff and reconciliation. A platform replacement remains a separate investment: its migration scope follows consumer dependencies, rather than being bundled into the OCR rollout for convenience.
Portfolio sample
Product strategy · Three investments, three choices
These retrospective comparisons keep the product intent distinct for each experience.
| Product | Alternative and constraint | Chosen direction / recheck |
|---|---|---|
| Claims intake | Manual entry scales with effort; OCR-only shifts unresolved work downstream; end-to-end automation adds integration and exception cost. | Automate a supported claim path with validation and an accountable review route; inspect net effort after rework. |
| Provider resolution | Formatting-only cleanup cannot supply missing identity evidence. Individual consumer lookups duplicate logic. A shared API introduces source availability and versioning dependencies. | Normalize representation and resolve against a central authorized source; retain ambiguity and source freshness in the contract. |
| Integration platform | Retain/extend the legacy platform for lower near-term change; buy a replacement for vendor support; build internally for control with engineering/operating responsibility. | The experience was leading the replacement of a legacy claims integration with an enterprise claims processing solution. Evaluate adoption, contract coverage and ownership separately from the OCR business case. |
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Product strategy →
What evidence earns a cutover?
Portfolio sample
Options & decision record · Reversibility changes the release evidence
A UI label or additional diagnostic view is readily reversible. Changing provider identity rules or moving live traffic has downstream consequences that a simple code rollback may not undo. I therefore require outcome reconciliation, explicit ownership and a bounded first consumer before expanding a platform transition.
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Dial-up & rollback → Go / No-Go decision →
Related evidence
Keep exploring.
02
01 · Retain, buy or build
Why build the replacement?
Portfolio sample
Options & decision record · Integration platform — retain, buy or build?
My experience was leading the replacement of a legacy claims integration with an enterprise claims processing solution. The comparison below is a sample investment decision, not a procurement record.
| Option | Why consider it | What must be proven |
|---|---|---|
| Extend the legacy platform | Protect near-term continuity | Ongoing cost and limitations remain acceptable. |
| Buy a replacement | Vendor-supported capability and ecosystem | Fit, integration effort, portability and operating cost. |
| Build internally | Control over product contracts and sequencing | Staffed ownership, contract coverage, recovery and consumer adoption. |
Portfolio sample
PRFAQ · Internal FAQ: why buy, build or partner?
Why partner for extraction? Supported-form expertise and document-processing capability can reduce initial implementation work, provided the vendor contract exposes uncertainty, evidence and recoverable errors. Why build the provider interface? A central resolution contract can make normalization and failure semantics consistent for consumers. Why not replace the integration platform at the same time? A platform build changes operational ownership and consumer behavior; it needs its own cost, continuity and migration decision. The 0→1 replacement experience informs that decision without being treated as an OCR dependency.
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Options & decision record →
PRFAQ →
03
What can be claimed, and what cannot?
Portfolio sample
Annual review · Outcome attribution
| Workstream | Outcome | Basis |
|---|---|---|
| Mailroom digitization | 400,000+ claims converted; 80-person team redeployed; about $1M a year | Program outcome |
| Reconciliation | 300,000 missing claims and about $10M found; daily audit | 20-million-claim analysis |
| Provider identity | 99% match against the master; legacy matching retired | Proof of concept |
| Engine replacement | Homegrown EDI shredding into a normalized datamart before adjudication; 50% shorter enhancement turnaround. | Post-replacement measures |
Portfolio sample
GTM strategy · Value proposition and limits
I position the product around reliable administrative completion, not guaranteed payment or clinical improvement. More than 400,000 paper claims were converted to EDI 837, an 80-person team was redeployed and the business saved about $1M a year. The separate provider interface improved latency and reporting; the platform work replaced a legacy claims integration. Those outcomes support different conversations and are not bundled into a single ROI claim. Medical 837 and retail pharmacy NCPDP workflows remain distinct.
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Annual review → GTM strategy →