Legacy Pipeline Atlas worker-1snapshot 2026-07-15

sub-job

CCP · Load-Account-Data

Load Account-Level Tables

called by Daily-Accounts-Processing

sub-job CCP/Load-Account-Data · db CCP_ProdMirror · updated 2025-09-17

task tree

What the sub-job runs

Tasks in order, each with what it does — typed stepsfrom the MDClarity task docs (click to open the reference), sub-jobsyou can expand inline (▶) to reveal their own tasks, and SQL steps summarized by Gemini (✨). Every step shows the tables it writes/reads and which earlier step it feeds from(sqlglot lineage).

sub-job

Load-Account-Data

14 tasks · CCP
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
  1. ReprocessChangedConfigurationsReprocessChangedConfigurations
    Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
    reprocess accounts
  2. AccountsToReprocess -> AccountDeltasqlload_account_data__accountstoreprocess_accountdelta.sql
    ✨ Identifies and adds unique account IDs requiring reprocessing to the delta table for incremental updates.
    writes AccountDelta · reads AccountDeltaAccountsToReprocess
  3. Load ChargeMeasuressqlload_account_data__load_chargemeasures.sql
    ✨ Updates charge-level financial metrics, including payments, adjustments, and denial categories, for accounts identified in the delta table.
    writes ChargeMeasures · reads AccountDeltaTransformAccountTransformChargeTransformChargeTransactionMeasure
    ↳ feeds from AccountsToReprocess -> AccountDelta
  4. Load AccountChargesqlload_account_data__load_accountcharge.sqldisabled
    ✨ Rebuilds the charge measures table by aggregating financial data and denial categories for current charges within the delta set.
    writes AccountChargeChargeMeasures · reads AccountDeltaChargeMeasuresChargeTypePatientProviderTransformAccountTransformCharge
  5. Load-Diagnosis-Dimension-Memberssub-jobdisabled
  6. Load Accountsqlload_account_data__load_account.sqldisabled
    ✨ Updates the account table with aggregated financial totals, insurance mapping, and primary denial categories for accounts in the delta.
    writes Account · reads AccountChargeAccountDeltaInsuranceMapPatientTransformAccountTransformChargeTransactionMeasure
  7. Load AccountRemitsqlload_account_data__load_accountremit.sqldisabled
    ✨ Loads detailed remittance and transaction history, including payment descriptions and payer information, for accounts requiring updates.
    writes AccountRemit · reads AccountDeltaInsuranceMapTransformAccountTransformChargeTransformTransaction
  8. Clean Estimatessqlload_account_data__clean_estimates.sqldisabled
    ✨ Removes outdated non-scenario insurance estimates and associated charge calculations for encounters identified in the delta table.
    writes AccountEstimateAccountEstimateCalculationAccountEstimateCharge · reads AccountEstimateEncounterDelta
  9. LoadAccountDataLoadAccountData
    Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
    · reads AccountChargeAccountDeltaChargeMeasuresChargeTypeInsuranceMapPatientProviderSourcePatBilling
    ↳ feeds from AccountsToReprocess -> AccountDelta, Load ChargeMeasures
    custom account charge querycustom account querycustom account remit querycustom account insurance query
  10. ▶Score-Accountssub-job · 1↗
    1. BatchProcessAccountDataBatchProcessAccountData
      Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
      writes AccountEstimate · reads QuoteBatchVisitBatch
      incremental
  11. ▶Load-Custom-Propertiessub-job · 4↗
    1. Update Has DenialUpdateCustomPropertyFromQuery
      · reads Accountaccountdelta
      entity=Accountcustom property key=HasDenialcustom query
    2. Update Allowed StatusUpdateCustomPropertyFromQuery
      · reads AccountAccountEstimateaccountdelta
      entity=Accountcustom property key=AllowedStatuscustom query
    3. ▶Load-Custom-Property-Memberssub-job · 1↗
      1. Experity Insurancesqlload_custom_property_members__experity_insurance.sql
        ✨ Updates custom insurance property members using active mapping data to maintain consistent display names and ordering.
        writes CustomPropertyMember · reads InsuranceMap
    4. Update ExperityInsuranceUpdateCustomPropertyFromQuery
      · reads InsuranceMapTransformAccountaccountdelta
      entity=Accountcustom property key=ExperityInsurancecustom query
  12. Load AccountDetailsqlload_account_data__load_accountdetail.sqldisabled
    ✨ Populates a comprehensive account detail table merging patient demographics, provider information, and financial performance metrics for delta accounts.
    writes AccountDetail · reads AccountAccountChargeAccountDeltaAccountEstimateDimensionMemberPatientSourceEncounterInsuranceSourcePayer
  13. Load AccountChargeDetailsqlload_account_data__load_accountchargedetail.sqldisabled
    ✨ Loads granular charge-level details, including procedure codes, modifiers, and specific financial balances, for accounts in the delta set.
    writes AccountChargeDetail · reads AccountAccountChargeAccountDeltaAccountEstimateCalculationAccountEstimateChargeDimensionMemberPatientSourceEncounterInsurance
  14. WorkqueueAssignmentWorkqueueAssignment
    Assigns accounts or visits to workqueue stacks by evaluating matching criteria and updating item lists based on search terms.