Da Vinci Clinical Data Exchange (CDex)
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Da Vinci Clinical Data Exchange (CDex), published by HL7 International / Payer/Provider Information Exchange Work Group. This guide is not an authorized publication; it is the continuous build for version 2.1.0 built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/davinci-ecdx/ and changes regularly. See the Directory of published versions

: CDex Payer Requirements

Page standards status: Trial-use Maturity Level: 2

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{
  "resourceType" : "Requirements",
  "id" : "cdex-payer",
  "text" : {
    "status" : "generated",
    "div" : "<div xmlns=\"http://www.w3.org/1999/xhtml\"><p class=\"res-header-id\"><b>Generated Narrative: Requirements cdex-payer</b></p><a name=\"cdex-payer\"> </a><a name=\"hccdex-payer\"> </a><table class=\"grid\"><tr><td><b><a name=\"CONF-012\"> </a></b>CONF-012</td><td>SHALL</td><td><div><p>This <code>Task.input</code> element represents the service date or the service's starting date for the claim or prior authorization. If the attachment is for a claim, it <strong>SHALL</strong> be present and precise to the day. It is optional if the attachment is for a prior authorization.</p>\n</div><p>Links: </p><ul><li>References: <a href=\"requesting-attachments-code.html#date-of-service-for-the-claim\">requesting-attachments-code.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-022\"> </a></b>CONF-022</td><td>SHALL</td><td><div><ol>\n<li>Servers <strong>SHALL</strong> document in their Capability Statement's <code>CapabilityStatement,operation.documentation</code> element or payer-supplied documentation:</li>\n</ol>\n</div><p>Links: </p><ul><li>References: <a href=\"sending-attachments.html#large-payloads\">sending-attachments.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-023\"> </a></b>CONF-023</td><td>SHALL</td><td><div><ol>\n<li>When the payload is too big, the Server <strong>SHALL</strong> use The HTTP <code>413 Content Too Large</code> client error response status code (alternate status messages &quot;Request Entity Too Large&quot; or &quot;Payload Too Large&quot;).</li>\n</ol>\n</div><p>Links: </p><ul><li>References: <a href=\"sending-attachments.html#large-payloads\">sending-attachments.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-024\"> </a></b>CONF-024</td><td>SHALL</td><td><div><ol>\n<li>Servers <strong>SHALL</strong> document instructions for the Client when the payload is  (or is anticipated to be) too big. (for example, send a URL + authorization information, offload to external storage, split multiple files into multiple operations)</li>\n</ol>\n</div><p>Links: </p><ul><li>References: <a href=\"sending-attachments.html#large-payloads\">sending-attachments.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-025\"> </a></b>CONF-025</td><td>SHALL</td><td><div><ul>\n<li>If the signatures fail verification when processing the [<code>$submit-attachment</code>] operation, the Data Source/Responder <strong>SHALL</strong> return an HTTP <code>400 Bad Request</code> <em>and</em> an OperationOutcome declaring that the signature was invalid.</li>\n</ul>\n</div><p>Links: </p><ul><li>References: <a href=\"sending-attachments.html#the-payer-requirements\">sending-attachments.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-079\"> </a></b>CONF-079</td><td>SHALL</td><td><div><ul>\n<li>A &quot;ServiceDate&quot; <code>Task.input</code> element representing the date of service or starting date of the service for the claim or prior authorization. It <strong>SHALL</strong> be present if the attachment is for a claim.</li>\n</ul>\n</div><p>Links: </p><ul><li>References: <a href=\"StructureDefinition-cdex-task-attachment-request.html\">StructureDefinition-cdex-task-attachment-request.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-098\"> </a></b>CONF-098</td><td>SHALL</td><td><div><p><strong>For CDex attachment requests transactions, the Payer SHALL use the [CDex Task Attachment Request Profile] to solicit information from a Provider.</strong></p>\n</div><p>Links: </p><ul><li>References: <a href=\"requesting-attachments-code.html#cdex-attachment-request-profile\">requesting-attachments-code.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-099\"> </a></b>CONF-099</td><td>SHALL</td><td><div><p><strong>For CDex attachment requests transactions, the Payer SHALL use the [CDex Task Attachment Request Profile] to solicit information from a Provider.</strong></p>\n</div><p>Links: </p><ul><li>References: <a href=\"requesting-attachments-questionnaire.html#cdex-attachment-request-profile\">requesting-attachments-questionnaire.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-003\"> </a></b>CONF-003</td><td>SHOULD</td><td><div><p>|Attachment.Content|{{OK}}(DocumentReference, QuestionnaireResponse if support Requesting Attachments Using Questionnaire|{{OK}}(Servers SHOULD support other FHIR types)|</p>\n</div><p>Links: </p><ul><li>References: <a href=\"attachments-conformance.html#submit-attachment-parameters-for-sending-attachments\">attachments-conformance.html</a></li></ul></td></tr><tr><td><b><a name=\"CONF-021\"> </a></b>CONF-021</td><td>SHOULD</td><td><div><ul>\n<li>The Payer <strong>SHOULD</strong> return an informational OperationOutcome with the HTTP accept response if the attachments can not be associated with a <em>current</em> claim or prior authorization and are being held for association with a <em>future</em> claim or prior authorization. An OperationOutcome example is used in Scenario 1b below.</li>\n</ul>\n</div><p>Links: </p><ul><li>References: <a href=\"sending-attachments.html#technical-workflow\">sending-attachments.html</a></li></ul></td></tr></table></div>"
  },
  "extension" : [
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-wg",
      "valueCode" : "claims"
    },
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-fmm",
      "valueInteger" : 2,
      "_valueInteger" : {
        "extension" : [
          {
            "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-conformance-derivedFrom",
            "valueCanonical" : "http://hl7.org/fhir/us/davinci-cdex/ImplementationGuide/hl7.fhir.us.davinci-cdex"
          }
        ]
      }
    },
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-standards-status",
      "valueCode" : "trial-use",
      "_valueCode" : {
        "extension" : [
          {
            "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-conformance-derivedFrom",
            "valueCanonical" : "http://hl7.org/fhir/us/davinci-cdex/ImplementationGuide/hl7.fhir.us.davinci-cdex"
          }
        ]
      }
    }
  ],
  "url" : "http://hl7.org/fhir/us/davinci-cdex/Requirements/cdex-payer",
  "identifier" : [
    {
      "system" : "urn:ietf:rfc:3986",
      "value" : "urn:oid:2.16.840.1.113883.4.642.40.21.36.3"
    }
  ],
  "version" : "2.1.0",
  "name" : "CDexPayerRequirements",
  "title" : "CDex Payer Requirements",
  "status" : "draft",
  "date" : "2026-06-10T20:32:01+00:00",
  "publisher" : "HL7 International / Payer/Provider Information Exchange Work Group",
  "contact" : [
    {
      "name" : "HL7 International / Payer/Provider Information Exchange Work Group",
      "telecom" : [
        {
          "system" : "url",
          "value" : "http://www.hl7.org/Special/committees/claims"
        },
        {
          "system" : "email",
          "value" : "pie@lists.hl7.org"
        }
      ]
    }
  ],
  "description" : "This [Requirements](https://hl7.org/fhir/R5/requirements.html) resource lists all the CDex Payer requirements defined in the narrative sections of this IG.",
  "jurisdiction" : [
    {
      "coding" : [
        {
          "system" : "urn:iso:std:iso:3166",
          "code" : "US"
        }
      ]
    }
  ],
  "copyright" : "Used by permission of HL7 International all rights reserved Creative Commons License",
  "statement" : [
    {
      "key" : "CONF-012",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : true,
      "requirement" : "This `Task.input` element represents the service date or the service's starting date for the claim or prior authorization. If the attachment is for a claim, it **SHALL** be present and precise to the day. It is optional if the attachment is for a prior authorization.",
      "reference" : [
        "requesting-attachments-code.html#date-of-service-for-the-claim"
      ]
    },
    {
      "key" : "CONF-022",
      "conformance" : [
        "SHALL"
      ],
      "requirement" : "1. Servers **SHALL** document in their Capability Statement's `CapabilityStatement,operation.documentation` element or payer-supplied documentation:",
      "reference" : [
        "sending-attachments.html#large-payloads"
      ]
    },
    {
      "key" : "CONF-023",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : true,
      "requirement" : "1. When the payload is too big, the Server **SHALL** use The HTTP `413 Content Too Large` client error response status code (alternate status messages \"Request Entity Too Large\" or \"Payload Too Large\").",
      "reference" : [
        "sending-attachments.html#large-payloads"
      ]
    },
    {
      "key" : "CONF-024",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : true,
      "requirement" : "1. Servers **SHALL** document instructions for the Client when the payload is  (or is anticipated to be) too big. (for example, send a URL + authorization information, offload to external storage, split multiple files into multiple operations)",
      "reference" : [
        "sending-attachments.html#large-payloads"
      ]
    },
    {
      "key" : "CONF-025",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : true,
      "requirement" : "- If the signatures fail verification when processing the [`$submit-attachment`] operation, the Data Source/Responder **SHALL** return an HTTP `400 Bad Request` *and* an OperationOutcome declaring that the signature was invalid.",
      "reference" : [
        "sending-attachments.html#the-payer-requirements"
      ]
    },
    {
      "key" : "CONF-079",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : true,
      "requirement" : "- A \"ServiceDate\" `Task.input` element representing the date of service or starting date of the service for the claim or prior authorization. It **SHALL** be present if the attachment is for a claim.",
      "reference" : [
        "StructureDefinition-cdex-task-attachment-request.html"
      ]
    },
    {
      "key" : "CONF-098",
      "conformance" : [
        "SHALL"
      ],
      "requirement" : "**For CDex attachment requests transactions, the Payer SHALL use the [CDex Task Attachment Request Profile] to solicit information from a Provider.**",
      "reference" : [
        "requesting-attachments-code.html#cdex-attachment-request-profile"
      ]
    },
    {
      "key" : "CONF-099",
      "conformance" : [
        "SHALL"
      ],
      "requirement" : "**For CDex attachment requests transactions, the Payer SHALL use the [CDex Task Attachment Request Profile] to solicit information from a Provider.**",
      "reference" : [
        "requesting-attachments-questionnaire.html#cdex-attachment-request-profile"
      ]
    },
    {
      "key" : "CONF-003",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : true,
      "requirement" : "|Attachment.Content|{{OK}}(DocumentReference, QuestionnaireResponse if support Requesting Attachments Using Questionnaire|{{OK}}(Servers SHOULD support other FHIR types)|",
      "reference" : [
        "attachments-conformance.html#submit-attachment-parameters-for-sending-attachments"
      ]
    },
    {
      "key" : "CONF-021",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : true,
      "requirement" : "- The Payer **SHOULD** return an informational OperationOutcome with the HTTP accept response if the attachments can not be associated with a *current* claim or prior authorization and are being held for association with a *future* claim or prior authorization. An OperationOutcome example is used in Scenario 1b below.",
      "reference" : [
        "sending-attachments.html#technical-workflow"
      ]
    }
  ]
}