While EDI provides a standard syntax and data format for data transfer, it presents significant challenges for QA organizations responsible for testing the software that manages the massive volumes of payments and transactions taking place thousands of times per minute. 

GenRocket addresses these test data challenges with the EDI Test Data Management Platform. With this platform, you can generate X12 EDI test data for a standardized transaction sets / documents such as EDI 837, 834, 835, and 850. 

The GenRocket EDI Test Data Management Platform can be used to customize the industry standard transaction set (e.g. 837-I) to meet with a healthcare organizations specific implementation of the EDI standard. Then when testers want to generate test data for different testing scenarios GenRocket's Test Data Cases, Test Data Rules and Test Data Queries modules can be used to speed the process of creating many different test data sets to match the data requirements of each test case. 

Overview Video

Please take a few minutes to watch the following video showing the benefits of the GenRocket EDI Test Data Management Platform:

How Does It Work?

In just a few steps, you can create a project for a standardized EDI document and then use our EDI Test Data Management feature to customize the EDI document to meet your organization's specific requirements. Please follow these steps:

  1. Select the EDI Management option from the Main Project Dashboard.
  2. Create a Project in the EDI Store. 
  3. View and/or Modify the EDI Test Data Configuration.
  4. Edit Domain Attribute Values for a Segment or Loop (Optional).
  5. Set up Test Data Cases and Rules.
  6. Set up Test Data Queries.
  7. Download the EDI Config File.
  8. Download and Run the Scenario Chain.

EDI Test Data Management Example


A QA Tester needs to generate EDI test data for an EDI 834 Document. Let's follow the steps to create our EDI 834 Project and begin generating test data.

Select the EDI Management Option

Expand the Management menu and select the EDI Management option. This will open the EDI Management Dashboard in GenRocket.

Create a Project in the EDI Store

Creating a project through the EDI Store ensures that the appropriate Domains, Attributes, and Values are generated for the selected standardized EDI document. 

For this example, a project will be created for an 834 document. Please note that it will take a few minutes to create the project.

  • Click on EDI Store in the upper right corner.
  • Locate the appropriate document in the EDI Document pane.
  • Select the Version (if multiple exist).
  • Click on the EDI Document Name to select it.
  • Click on Create Project for the right document.

View and/or Modify the EDI Test Data Configuration

Once the project has been created, you will be able to view the EDI Configuration by returning the EDI Management Dashboard.

The EDI Management Dashboard provides an easy way to view all the EDI Segments and Loops (i.e. Element or Field) in a familiar EDI nested structure. managing the Domains, Attributes, and Values used to generate EDI test data for the selected EDI Project.

If customization is needed for your EDI Document or you want to change the values of the generated data for a particular Segment or Loop the EDI Management Dashboard makes it easy to jump down to the GenRocket Domain and Attribute level where you can make your changes. 

Note: To learn more about the EDI Management Dashboard, please see: EDI Management Dashboard Overview.

Edit Domain Attribute Values for a Segment or Loop (Optional)

A Generator assigns a specific value for each Domain Attribute used by EDI transaction set segments and loops. This value may need to be changed before generating test data. A good example would be a Sender or Receiver ID. 

  • Expand the Segment or Loop in the tree view.
  • Click on the Jump to Domain option in the Action column.
  • This will take you to the Domain Dashboard where a value can be changed for a selected Attribute.

New Feature! Global Attributes provide a way to reference an Attribute at the Organization Level for your EDI Projects. Global Attributes allow an Attribute's generated value to be referenced by multiple Projects without the need to perform the same steps to configure the Attribute in each Project. 

You can set up a collection of Global Attributes with their own Generator configurations and then reference them via Test Data Cases as neededFor more information, please see this article: Global Attributes Overview.

Set up Test Data Cases and Rules

When you are ready to start using GenRocket test data for your many different test cases you will want to use Test Data Cases and Test Data Rules. You can build a group of test data cases and then apply specific test data rules against those cases when you want to. Test Data Cases and Test Data Rules were designed to be used together.

Note: To learn more about how to use Test Data Cases, please see: Test Data Cases.

Note: To learn more about how to use Test Data Rules, please see: Test Data Rules.

Set up Test Data Queries

Some of the data values in your EDI transaction set will likely need to be actual production data values such as a Member ID. 

You can use the Test Data Queries module to quickly replace the Generators on specified Attributes with Query Generators so that production data is queried from a database or CSV file when the document is generated. 

Note: To learn more about how to use Test Data Queries please see: Test Data Queries.

These three modules can be accessed from the EDI Management Dashboard by clicking on one of the button below: 

Download the EDI Config File

The EDI Config file contains the standardized EDI format configuration seen in the dashboard for the EDI Project.

  • Click on the Download EDI Config option in the EDI Management Dashboard.

  • This file needs to be placed within the Config Directory located in your output directory.

    Note: If you do not have a Config Directory, one will need to be created within your output directory. Name the file "config" and place the EDI Config file into the directory.

Download and Run the Scenario Chain

  • Click on the Download Scenarios option within the EDI Management Dashboard.

  • Please note that it may take a few minutes for the Scenarios to be available for downloading after viewing the EDI Project.

  • Open a CMD or Terminal Window to run the Scenario Chain. 
  • Change the directory to your output directory.
  • Enter the following command to run the Scenario Chain:
    genrocket -r <ScenarioChainName.grs>

EDI Example Output

The following shows the EDI output for an EDI 834 Document.