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efuzy
Self-hosted file-processing workflow workspace
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User guide

User guide

Short steps. Clear habits. Better review before publish.

This guide is for operators, billers, analysts, and admins who use the EFUZY workspace.

Standard workflow guidance, diagnostics and trace review, and repeatable operator habits are documented here.

Stage files with confidence Review claims, lines, and diagnostics Publish deterministic artifacts

What EFUZY does

EFUZY is a browser-based workspace for file processing. In the current MVP, it converts X12 837 files into CSV outputs that can be reviewed, downloaded, and repeated.

Bring files in
Review what was parsed
Choose output behavior
Inspect history later

Main pages

Use the workspace for uploads, the preview page for review, profiles for export rules, automation for repeat runs, and jobs for artifact history.

Workspace for upload and staging
Preview for counts, warnings, and sample rows
Profiles for fields, delimiter, headers, and naming
Jobs for downloads, trace, and manifests

Standard workflow

A good daily pattern is simple. Stage a file. Review the preview. Choose export behavior. Publish. Download the artifacts you need.

Check claim and line counts
Read warnings before publish
Use a saved profile when the output shape matters
Open Job Detail after publish

Profiles and naming

Profiles shape operator-facing CSV output. Use one profile per business use case. Keep names short. Put important identifiers first. Use output names that make sense later.

Claim summary for one row per claim
Service line detail for one row per billed line
Use tokens like {{source_base}} and {{timestamp}}

Diagnostics and trace

Warnings do not always make the result unusable. Errors usually mean the job needs more review. Trace helps explain where exported values came from.

Read the summary first
Open detailed messages next
Use trace for review, not for quick downloads

Common operating patterns

EFUZY supports quick daily processing, validation-heavy review, and repeat customer workflows built around saved profiles.

Fast daily processing
Validation-heavy review
Repeat customer workflow
Next step

Need a guided rollout?

Talk to us about onboarding, installation, or profile setup.