RCNO Overall Record Flag Pathway
CMS Timelines (4 Main Screens)
ORMB
ER&R, Retrigger and/or Special Retrigger?
Random Processing Question
100

Where and how can you find Overall Record Flag cases? (Website/Platform + Under which section)

What is the RCNO section within VIEW?

100

What screen(s) would we update if we have different policies with different QHP and Financials?

What screens are Eligibility, Enrollment Source, Subsidy Billing and Premium Override?

100

What identifying information do you use to pull a member up within ORMB?

What is a CSP ID / Sub ID / Facets ID / Issuer Assigned Member ID?

100

How can we cancel current year overlapping policies with the same effective date?

What is a special retrigger?

100

Where within facets would we find the Policy ID?

Where is Enrollment Source?

200

Which status would you select from the FTI Issuer Overall Record Status if you made corrections within facets without needing to request a retrigger or ER&R?

What is Corrected at Source? / What is Updated?

200

What screen(s) would we update if we have different policies with the same QHP and Financials?

What screens are Eligibility and Enrollment Source?

200

Under which tab within the Customer 360 information screen can you find the member’s payment information? (Person / Account / Membership)

Which tab is Account? / What is Billed vs Paid within Account?

200

How can we cancel prior year overlapping policies with the same effective date?

What is an ER&R Request?

200

What screens do we have to add/review when manually enrolling a dependent?

What are Indicative, Eligibility, Rate Data, Enroll Source and Member Special Data?

300

True or false: We can have a Reinstate line come directly after a Select line.

What is false?

300

What screen(s) would we update if the same policy ID has two consecutive segments that have the same QHP, premium amounts and APTC amounts?

What screen is Enrollment Source?

300

True or False: Multiple policies can be merged into one membership within ORMB if they have the same product ID.

What is True?

300

HICS is requesting to reinstate a policy that shows cancelled due to Voluntary Withdrawal in SEED. To reinstate the policy, what do we need to request?

What is an ER&R Request?

300

In which of the following screens can we have a gap between dates: Class, Rate Data, Premium Override, Eligibility, Enrollment Source or Subsidy Billing?

Which screen is Eligibility?

400

If a member has three consecutive policies with the same broker information, how many entries should they have under BA: Broker Agent within the Sponsor and Broker Data screen?

How many is one?

400

What screen(s) would we update if the same policy ID has two consecutive segments that have the same QHP and premium amount but one has APTC and the other one does not have APTC?

What screens are Enrollment Source and Subsidy Billing?

400

Is it possible to manually rebill through ORMB?

What is impossible? / What is it is not possible?

400

Policy A goes from 01/01/26 until 04/30/26

Policy B is active from 03/01/26 until 12/31/26

What kind of request would we send out through view to solve this overlap?

What is a Manual Retrigger to Term?

400

Where within facets can we check if there is a PUP?

Where is the Billing Entity Indicative Screen?

500

What are the six demographics we look at when checking whether facets accounts are duplicates? (Bonus: How many of these need to match to be considered duplicates?)

What is Full Name, Date of Birth, Social Security Number, Address, Phone Number and Email? / How many are at least three?

500

What screen(s) would we update if the same policy ID has two consecutive segments that have different QHPs, the same premium amounts and the same APTC amounts?

What screens are Eligibility, Enrollment Source and Premium Override?

500

What kind of manual request form would we submit if a policy shows up as cancelled in ORMB but active in CSP Facets?

What is an ORMB Manual Request for Eligibility?

500

HICS wants to cancel policy A (01/01/26 until 12/31/26) and reinstate policy B (cancelled 01/01/26). What would we request to get SEED updated?

What is a Special Retrigger to cancel Policy A and ER&R Request to Reinstate Policy B?

500

How do we know whether we need to request an ER&R or whether there is already one being worked on?

Would we search within VIEW for the Policy ID and see if there is an Open ER&R View Doc?