CHANGELOG.md

@@ -6,8 +6,11 @@ Following [Keep a Changelog](https://keepachangelog.com/en/1.1.0/) and [Semantic
 
 ### Added
 
+- Phase e original HIPAA baselines for 837P/I, 835, 270/271, 276/277 and 834; exact SNIP 3 balancing, occurrence-scoped SNIP 4 rules, SNIP 5 formats and a host `ExternalCodeSetProvider` SPI.
+- Test-only healthcare maps, classified sample tables, seeded synthetic fixtures, Cedar Health Clearinghouse demo traffic and a PHI canary scanner covering both ingress paths, 999s, apply/replay/resend, widgets, query exports, alerts and logs.
+- Permission-checked, session-bound Download Raw Document actions for inbox/interchange rows, with a value-free user audit event.
+
 - Phase d warehouse and logistics baseline guides for 940, 945, 214 and 204 in 004010 and 005010 (syntax notes, situational control-total and stop rules, AT7 pairing), inbound/outbound sample maps (940 in, 945 out/in, 214 in, 204 in/out), DATEPART/TIMEPART outbound transforms and `+`-joined inbound paths for date/time pairs, and Harbor Logistics and Ridgeline Freight demo traffic.
-||||||| parent of bfb63ce (feat: phase c - AS2 transport)
 
 - Phase c AS2: `As2Transport` send and receive (RFC 4130) with S/MIME signing (SHA-256/384/512; SHA1 flagged), encryption (AES-128/256 CBC or GCM; 3DES flagged), optional compression, synchronous and asynchronous signed MDNs with MIC verification, Test Connection, optional TLS pinning and VAN transports with no partner. Built on as2-lib 5.1.8 and BouncyCastle, entirely in memory (no keystore or temporary files).
 - `POST /qqq/hooks/edi/as2/{transport}` and `/{transport}/mdn` route provider: identity, decryption (ACTIVE or NEXT keys), signature and MIC checks, Message-ID dedupe returning the original MDN, error MDNs with no inbox row, and a queued, retried asynchronous MDN sender.
@@ -40,4 +43,8 @@ Following [Keep a Changelog](https://keepachangelog.com/en/1.1.0/) and [Semantic
 
 ### Fixed
 
+- 999 now accepts SNIP 3+ findings with `E` instead of rejecting every ERROR. HIPAA acknowledgement selection follows the implementation version and enabled agreement expectation; outbound HIPAA ST carries its implementation identifier.
+- Qualified HL/NM1 anchors distinguish healthcare hierarchy levels; repeated loop names under different parents retain separate occurrences. Situational rules inherit direct ancestor segments without borrowing values from sibling occurrences.
+- Review/Result records expose identifiers only. A marked RC.5 PHI logging bridge prevents core upsert query diagnostics from copying claim/member values into logs.
+
 - Inbound apply no longer fails with a null-pointer error on a target table that has no associations (flat tables such as the 214 status sample).

README.md

@@ -256,6 +256,52 @@ the agreement document `ackDueMinutes` (60 when unset).
 Existing databases need the new `edi_as2_mdn` table, `edi_outbound_message.transport_mic` and
 `edi_transport.weak_crypto` (see `docs/ddl/edi-postgres.sql`).
 
+## HIPAA and PHI
+
+Original **QQQ baseline guides** cover 837P (005010X222A1), 837I (005010X223A2),
+835 (005010X221A1), 270/271 (005010X279A1), 276/277 (005010X212), 834 (005010X220A1)
+and 999 (005010X231A1). These are in-house structure and usage baselines, not licensed TR3s.
+No TR3 text or full licensed code lists ship. Hosts may import their licensed guides.
+
+SNIP 1–2 covers envelopes and the active guide. SNIP 3 uses exact decimals for claim charges,
+claim/line CAS adjustments and payments less signed PLB adjustments (zero tolerance). SNIP 4
+rules run per loop occurrence, including dependent patients, claim/line dates, diagnoses,
+subscriber demographics and benefits-or-rejection responses. SNIP 3+ findings produce `E` and
+an exception; SNIP 1–2 errors produce `R`. HIPAA replies use 999 when acknowledgement is enabled.
+SNIP 5 includes ICD-10 diagnosis shape, NPI Luhn with the 80840 prefix, and US ZIP shape.
+`ExternalCodeSetProvider.isValid(codeSet, code, asOf)` supplies licensed membership checks for
+EXTERNAL code lists; without it, only formats are checked. The System widget reports that state.
+
+Healthcare agreement documents default to PHI and SNIP 4. Clinical keys go only to
+`edi_transaction.phiBusinessKey`; validation excerpts, acknowledgements, events, exceptions,
+alerts and process summaries contain no submitted clinical values. Healthcare sample maps and
+host tables live **only in test sources/resources** and use seeded synthetic patients and claims.
+Their NPI `1234567893` is a checksum test fixture, not an asserted provider identity.
+
+**The host must encrypt the database at rest and should install qbit-secured-data.** Payloads
+are always AES-GCM encrypted; PHI columns rely on host database encryption. RC.5's
+`EdiClassifications` stand-in marks PHI/PII/CONFIDENTIAL and denies PHI AI exposure, but does not
+mask values. Without secured-data policies, a user with table access can read PHI columns.
+The home explicitly reports this limitation. Use record-level audits on host PHI target tables
+until core classified-value audit protection is available.
+
+RC.5 also logs query criteria verbatim. The marked `PhiLogScope` bridge suppresses synchronous
+logger diagnostics during PHI mapping/application and preview; ordinary value-free EDI events
+remain persisted. It changes no logger levels and does not suppress other threads. Replace both
+bridges with core secured-data support at 4.1.0-RC.6. Map samples use record-level audits to avoid
+copying expected-result PHI into audit details. Host code outside these scopes must protect its
+own logging, audits and asynchronous work.
+
+Download Raw Document uses a session-bound process grant, rechecks `edi.raw.download` and record
+read/partner access at download time, streams decrypted bytes without local files, and records
+`RAW_DOWNLOADED` with the user and row references, never content. Download filenames are generic.
+
+`PhiCanaryTest` scans every five-character marker window through gateway/HTTPS intake, forced
+SNIP 2/3/4 errors, mapping/apply, 999, replay/resend, Review/Result, alerts, DEBUG logs, all EDI
+query exports and all home/child widgets. FULL exports exempt only PHI-classified columns;
+RC.5 HIDDEN field-lock exports have no exemptions. MASKED tiers and the optional Quick Search
+qbit require the newer secured-data integration and are not claimed by these RC.5 tests.
+
 ## Build and verification
 
 ```bash

docs/DEMO.md

@@ -44,7 +44,8 @@ The in-memory gateway accepts every send, and the rejected documents produce rej
 
 The SFTP/HTTPS partner settings are illustrative `.invalid` destinations. Their agreements have
 no outbound transport, so they cannot contact a real partner; resulting acknowledgement send
-retries are visible. Northwind alone has configured outbound documents. The in-memory gateway
+retries are visible. Northwind has the retail outbound documents; the logistics and healthcare
+scenarios add their own outbound configurations. The in-memory gateway
 is restored after the intentional dead-letter scenario. Standard Send As EDI, Test Connection,
 Resend, Resend As New and Cancel actions are available. The gateway stores bytes in memory;
 it does not expose a separate partner download UI.
@@ -58,3 +59,17 @@ descending creation date and ID. The home exception queue puts OPEN before IN_PR
 first within each status. RC.5 has no table-level default-sort metadata to override Next's sort.
 Inbound message labels use external IDs because filenames are classified as PHI.
 Light/dark visual layout and production scheduler/gateway deployment remain host acceptance.
+
+Phase e adds a fifth partner, **Cedar Health Clearinghouse** (CEDAR, PHI enabled), after the existing
+retail and logistics scenarios. It sends seeded synthetic professional and institutional claims,
+a remittance, a professional claim with a one-dollar balancing error (SNIP 3), and a professional
+claim missing its dependent patient loop (SNIP 4). Both business-rule errors are accepted with
+errors (`E`) and open exceptions. Value-free 999s go to the in-memory clearinghouse outbox.
+A synthetic eligibility request goes out as a 270 and a matching-trace 271 arrives. Clinical keys
+appear only in the classified PHI key column, not the ordinary document key or record labels.
+
+The healthcare sample maps and tables are test-only. Patients are seeded `Testpatient Alpha`
+fixtures, member IDs begin with `SYN`, and `1234567893` is a documented NPI checksum test value.
+The host database must be encrypted for real PHI; this disposable demo uses synthetic data only.
+The System widget shows format-only external code validation until a provider is registered.
+Inbox and interchange records offer the audited **Download Raw Document** action.

docs/DESIGN.md

@@ -750,6 +750,13 @@ Non-HIPAA documents validate at level 2 by default and HIPAA documents at level
 document can raise or lower its level.
 
 ### 11.4 External code sets
+
+JSON element constraints support `source: "EXTERNAL"` and `externalCodeSet`. Normalized code-list
+rows preserve both properties. Register the provider with
+`EdiQBitConfig.withExternalCodeSetProvider(...)`; it is excluded from configuration JSON.
+Membership failures are positional SNIP 5 findings. The effective date uses a service date,
+then a payment date, otherwise the configured clock. Provider failures disclose no values.
+
 `ExternalCodeSetProvider` (SPI: `boolean isValid(String codeSet, String code, LocalDate asOf)`),
 registered by the host, for example backed by a licensed table the host loads. Code lists with
 `source = EXTERNAL` delegate to it. Without a provider they check the format only, and the home says
@@ -778,13 +785,17 @@ so.
 - **Minimum necessary:** PHI maps write only the mapped fields. The raw document stays encrypted and
   can be downloaded only with the record action "Download Raw Document" (permission
   `edi.raw.download`), which is audited and, with secured-data, written to its access log.
-- **Canary egress tests** (phase e, the core SECURED-DATA procedure): synthetic 837P and 835
-  documents carry `CANARY-PHI-<random>` in the patient name, member id, claim number and a
-  diagnosis. They run through receive, validate (with forced errors), 999, map, apply, exception,
-  reprocess, resend, the home widgets, exports of every `edi_` table, Quick Search, alerts and
-  captured logs, as a FULL, a MASKED and a HIDDEN user. The test fails on any substring of the canary
-  longer than 4 characters outside the encrypted payloads and the PHI-classified columns, and for the
-  MASKED and HIDDEN users anywhere at all.
+- **Canary egress tests** (phase e, the core SECURED-DATA procedure): two randomized markers per
+  patient-name, member-id, claim-number and diagnosis field run through gateway and HTTPS hooks,
+  validation with SNIP 2/3/4 failures, 999, map/apply, exceptions, reprocess/resend, every home and
+  child widget, every persisted `edi_` table's QueryAction export, Review/Result, captured alerts
+  and an in-memory DEBUG log appender. Every five-character window is scanned, detecting all
+  longer substrings. Only explicit PHI value/display-value columns are exempt for FULL exports;
+  ciphertext bytes are checked for plaintext. RC.5 HIDDEN field locks are separately exercised
+  without exemptions. The storage-only download alias has no query surface. MASKED tiers and
+  the optional Quick Search index await their host/core integration; they are not simulated.
+  Long diagnosis markers use a widened test-only guide element so accepted-with-error fixtures
+  can also reach mapping/apply; separate malformed monetary elements force structural rejection.
 - No real PHI anywhere in the repo: samples are synthetic, produced by a seeded generator.
 
 ## 13. App home and navigation
@@ -955,7 +966,7 @@ RC.5 adaptations implemented in this worktree:
 - `InboundApplier` assumed every target table has associations; a flat table (the 214 status sample) hit a null pointer. It is now null-safe.
 - The 214 sample map records the first LX event per transaction into a flat status table and always inserts (no match key), so repeated statuses form a history; a host that wants every LX event maps an association.
 - Demo: Harbor Logistics gets a gateway OUTBOX transport for 945s (the partner pulls over SFTP, per 5.3) after the retail seed has run, so its earlier acknowledgements keep their visible retries; the fourth partner Ridgeline Freight is added, so `EdiDemoServerTest` now expects four partners.
-||||||| parent of bfb63ce (feat: phase c - AS2 transport)
+
 
 ## Phase c implementation notes (2026-10-14)
 
@@ -977,3 +988,29 @@ RC.5 adaptations implemented in this worktree:
   `lastError` instead of a generic text.
 - Not implemented: EC and RSA-PSS signing keys (RSA only), MIC comparison under a different algorithm than
   the one requested, CAQH/Peppol profiles, and AS2 over a host-mounted client certificate (`MTLS`).
+
+
+## Phase e implementation notes (2026-10-14)
+
+- Core RC.5 logs full query criteria, including PHI upsert keys. `PhiLogScope` is a scoped,
+  marked bridge to suppress synchronous diagnostic logging during PHI map/apply and previews;
+  it leaves unrelated threads and persisted value-free events intact. Remove with the core
+  classification/logging bridge at RC.6. Map samples use record-level audits on RC.5 because their
+  expected-result column can contain PHI. Host asynchronous code, target audits and queries outside
+  these boundaries still need host secured-data protection. Raw downloads use RC.5's existing
+  session-bound storage grant and an `edi_event` audit rather than a not-yet-available access log.
+- Situational rules bind to their occurrence and inherit only direct ancestor segments, so a
+  sibling line's service date cannot satisfy another line. Fixed loop-head qualifiers distinguish
+  HL/NM1 roles; the same 2300/2400 names can occur under subscriber and patient parents.
+- The 271 baseline requires benefits or an AAA rejection for a traced response; it does not
+  perform cross-document 270/271 correlation. Provider differences that cannot be inferred from
+  the submitted document belong in a companion guide or host rule; no rendering provider is
+  invented from an absent identifier.
+- Healthcare maps and sample target tables are test-only, per the phase-e scope. The 837 sample
+  map is a single-claim example with service-line associations; the validator supports multiple
+  claims and checks each independently. The 835 and 834 samples map multiple claim/member
+  associations. These are baseline examples, not a complete licensed TR3 implementation.
+- Child-list widgets explicitly enforce their nested queries on RC.5; the generic renderer
+  otherwise bypasses field locks inside the already-authorized widget action scope.
+- MASKED-user response scanning and Quick Search indexing are not available on the pinned RC.5
+  test classpath. FULL and actual HIDDEN-field-lock scans run now; no simulated masking is used.

src/main/java/com/kingsrook/qbits/edi/EdiQBitConfig.java

@@ -55,6 +55,26 @@ public class EdiQBitConfig implements QBitConfig
       return (java.util.Set.copyOf(sendAsEdiTables));
    }
 
+   private com.kingsrook.qbits.edi.guide.ExternalCodeSetProvider externalCodeSetProvider;
+
+   /*******************************************************************************
+    ** Optional host provider for licensed external code sets.
+    *******************************************************************************/
+   @JsonIgnore
+   public com.kingsrook.qbits.edi.guide.ExternalCodeSetProvider getExternalCodeSetProvider()
+   {
+      return (externalCodeSetProvider);
+   }
+
+   /*******************************************************************************
+    ** Register a provider; null retains format-only validation.
+    *******************************************************************************/
+   public EdiQBitConfig withExternalCodeSetProvider(com.kingsrook.qbits.edi.guide.ExternalCodeSetProvider value)
+   {
+      externalCodeSetProvider = value;
+      return (this);
+   }
+
    private String payloadBucketAlias = "edi";
    private java.util.function.Supplier<com.kingsrook.qqq.backend.core.model.session.QSession> serviceSessionSupplier = null;
    private java.time.Clock clock = java.time.Clock.systemUTC();

src/main/java/com/kingsrook/qbits/edi/EdiRuntime.java

@@ -53,7 +53,7 @@ public final class EdiRuntime
    private static final Map<QInstance, EdiRuntime> INSTANCES = Collections.synchronizedMap(new WeakHashMap<>());
    private final X12EnvelopeReader reader;
    private final X12Writer writer = new X12Writer();
-   private final GuideValidator validator = new GuideValidator();
+   private final GuideValidator validator;
    private final BuiltInGuideLoader guides = new BuiltInGuideLoader();
    private final com.kingsrook.qbits.edi.storage.PayloadStore payloads;
    private final EdiQBitConfig config;
@@ -71,6 +71,7 @@ public final class EdiRuntime
    private EdiRuntime(QInstance instance, EdiQBitConfig config)
    {
       this.config = config;
+      validator = new GuideValidator(config);
       reader = new X12EnvelopeReader(config.getMaxSegmentsPerTransaction());
       payloads = "OBJECT_STORAGE".equals(config.getPayloadStore())
          ? new com.kingsrook.qbits.edi.storage.ObjectStoragePayloadStore(new PayloadCrypto(config.getSecretsResolver()), config.getPayloadBucketAlias(), config.getClock())

src/main/java/com/kingsrook/qbits/edi/ack/FunctionalAckBuilder.java

@@ -57,7 +57,7 @@ final class FunctionalAckBuilder
       for(X12TransactionSet transaction : group.transactions())
       {
          List<ValidationFinding> errors = findings.getOrDefault(transaction.st().value(2), List.of());
-         boolean rejected = !transaction.findings().isEmpty() || errors.stream().anyMatch(f -> "ERROR".equals(f.severity()));
+         boolean rejected = !transaction.findings().isEmpty() || errors.stream().anyMatch(f -> "ERROR".equals(f.severity()) && f.snipLevel() <= 2);
          String status = rejected ? "R" : errors.isEmpty() ? "A" : "E";
          if(!rejected)
          {

src/main/java/com/kingsrook/qbits/edi/app/EdiChildRecordListRenderer.java

@@ -0,0 +1,47 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi.app;
+
+
+import com.kingsrook.qqq.backend.core.actions.dashboard.widgets.ChildRecordListRenderer;
+import com.kingsrook.qqq.backend.core.actions.permissions.PermissionEnforcement;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryOutput;
+
+
+/*******************************************************************************
+ ** Explicitly enforce table and field permissions inside the widget's action scope.
+ ** RC.5 treats nested DEFAULT queries as trusted, so the generic renderer alone
+ ** does not remove fields denied by a FieldSecurityLock.
+ *******************************************************************************/
+public class EdiChildRecordListRenderer extends ChildRecordListRenderer
+{
+   /*******************************************************************************
+    ** Use the standard typed child list with an enforced query at its public boundary.
+    *******************************************************************************/
+   @Override
+   protected QueryOutput executeQuery(QueryInput input) throws QException
+   {
+      input.setPermissionEnforcement(PermissionEnforcement.ENFORCE);
+      return (super.executeQuery(input));
+   }
+}

src/main/java/com/kingsrook/qbits/edi/app/EdiHome.java

@@ -312,7 +312,7 @@ public class EdiHome extends AbstractWidgetRenderer
       List<Map<String, Object>> rows = new ArrayList<>();
       rows.add(row("Item", "Payload storage", "Status", "DATABASE".equals(store) ? "Database, encrypted (demos and tests)" : "Object storage, encrypted"));
       rows.add(row("Item", "Secured data", "Status", secured ? "Installed" : "Not installed: PHI fields are not masked"));
-      rows.add(row("Item", "External code sets", "Status", "Not configured"));
+      rows.add(row("Item", "External code sets", "Status", EdiRuntime.current().config().getExternalCodeSetProvider() == null ? "Format only: no provider configured" : "Provider configured"));
       rows.add(row("Item", "Inbound backlog", "Status", countOf("edi_inbox", inboxBacklog())
          + (oldestIn.isEmpty() ? "" : ", oldest " + humanize(Duration.between(oldestIn.getFirst().getValueInstant("receivedAt"), now)))));
       rows.add(row("Item", "Outbound queue", "Status", countOf("edi_outbound_message", outboundQueue())

src/main/java/com/kingsrook/qbits/edi/flow/InboundProcessor.java

@@ -185,7 +185,7 @@ public class InboundProcessor
                if(EdiRecords.query("edi_outbound_message", EdiRecords.equal("ackForGroupId", groupRow.getValue("id"))).isEmpty())
                {
                   AckLevel level = AckLevel.valueOf(Objects.requireNonNullElse(config.getValueString("ackLevel"), "ERRORS_ONLY"));
-                  boolean hipaa = Boolean.TRUE.equals(config.getValueBoolean("containsPhi")) && group.gs().value(8).startsWith("005010X");
+                  boolean hipaa = group.gs().value(8).startsWith("005010X") || "999".equals(config.getValueString("ackExpectation"));
                   var ack = hipaa ? runtime.ack999().build(group, findings, level, "0001") : runtime.ack997().build(group, findings, level, "0001");
                   queue(AckEnvelope.wrap(x12, group, ack, control(agreement, "ISA"), control(agreement, "GS"), LocalDateTime.now(runtime.config().getClock())),
                      agreement, id, groupRow.getValueInteger("id"), hipaa ? "999" : "997");
@@ -261,6 +261,7 @@ public class InboundProcessor
          .withValue("receiverQualifier", x12.isa().value(7)).withValue("receiverId", x12.isa().value(8).trim()).withValue("controlNumber", x12.isa().value(13))
          .withValue("interchangeVersion", x12.isa().value(12)).withValue("usageIndicator", x12.isa().value(15)).withValue("groupCount", x12.groups().size())
          .withValue("payloadRef", inbox.getValue("payloadRef")).withValue("payloadSha256", inbox.getValue("payloadSha256")).withValue("sizeBytes", inbox.getValue("sizeBytes"))
+         .withValue("containsPhi", x12.groups().stream().anyMatch(g -> g.gs().value(8).startsWith("005010X")))
          .withValue("status", duplicate ? "DUPLICATE" : x12.findings().isEmpty() ? "ACCEPTED" : "REJECTED"));
       EdiJournal.event(inbox.getValueInteger("id"), row.getValueInteger("id"), null, "PARSED");
       return (row);
@@ -307,7 +308,7 @@ public class InboundProcessor
       return (SystemWrites.insert("edi_transaction", new QRecord().withValue("inboundPosition", position).withValue("interchangeId", interchange.getValue("id")).withValue("functionalGroupId", group.getValue("id"))
          .withValue("direction", "INBOUND").withValue("partnerId", interchange.getValue("partnerId")).withValue("transactionSet", tx.st().value(1))
          .withValue("version", group.getValue("version")).withValue("controlNumber", tx.st().value(2)).withValue("segmentCount", tx.segments().size())
-         .withValue("agreementDocumentId", document == null ? null : document.getValue("id")).withValue("containsPhi", document != null && Boolean.TRUE.equals(document.getValueBoolean("containsPhi")))
+         .withValue("agreementDocumentId", document == null ? null : document.getValue("id")).withValue("containsPhi", group.getValueString("version").startsWith("005010X") || document != null && Boolean.TRUE.equals(document.getValueBoolean("containsPhi")))
          .withValue("status", "RECEIVED")));
    }
 
@@ -352,7 +353,7 @@ public class InboundProcessor
       List<ValidationFinding> findings = new ArrayList<>();
       if(document != null && document.getValueInteger("guideId") != null)
       {
-         findings.addAll(runtime.validator().validate(tx, new GuideRepository().load(document.getValueInteger("guideId")), Boolean.TRUE.equals(document.getValueBoolean("containsPhi"))));
+         findings.addAll(runtime.validator().validate(tx, new GuideRepository().load(document.getValueInteger("guideId")), Boolean.TRUE.equals(document.getValueBoolean("containsPhi")) || group.gs().value(8).startsWith("005010X")));
          int snip = Objects.requireNonNullElse(document.getValueInteger("snipLevel"), 2);
          findings.removeIf(f -> f.snipLevel() > snip);
       }
@@ -432,7 +433,7 @@ public class InboundProcessor
          return;
       }
       String[] stage = {"MAPPING"};
-      try
+      try(var logging = com.kingsrook.qbits.edi.security.PhiLogScope.open(Boolean.TRUE.equals(tx.getValueBoolean("containsPhi"))))
       {
          InboxWorker.fenced(inbox, lease, () ->
          {
@@ -447,7 +448,7 @@ public class InboundProcessor
             stage[0] = "APPLY";
             QRecord target = InboundApplier.asPartner(runtime.config().getServiceSessionSupplier(), agreement.getValueInteger("partnerId"), () -> new InboundApplier().apply(map, mapped.record()));
             String primaryKey = com.kingsrook.qqq.backend.core.context.QContext.getQInstance().getTable(map.getValueString("tableName")).getPrimaryKeyField();
-            boolean phi = Boolean.TRUE.equals(document.getValueBoolean("containsPhi"));
+            boolean phi = Boolean.TRUE.equals(tx.getValueBoolean("containsPhi"));
             SystemWrites.update("edi_transaction", new QRecord().withValue("id", tx.getValue("id")).withValue("status", "APPLIED")
                .withValue("mapId", map.getValue("id")).withValue("mapRevision", map.getValue("revision")).withValue("businessKeyType", map.getValue("businessKeyType"))
                .withValue(phi ? "phiBusinessKey" : "businessKey", mapped.businessKey()).withValue("secondaryKey", phi ? null : mapped.secondaryKey())

src/main/java/com/kingsrook/qbits/edi/flow/OutboundWorker.java

@@ -115,7 +115,7 @@ public class OutboundWorker
             {
                continue;
             }
-            try
+            try(var logging = com.kingsrook.qbits.edi.security.PhiLogScope.open(Boolean.TRUE.equals(document.getValueBoolean("containsPhi"))))
             {
                X12TransactionSet set = InboundApplier.asPartner(EdiRuntime.current().config().getServiceSessionSupplier(), agreement.getValueInteger("partnerId"), () ->
                {

src/main/java/com/kingsrook/qbits/edi/guide/BuiltInGuideLoader.java

@@ -37,7 +37,7 @@ import com.kingsrook.qqq.backend.core.model.data.QRecord;
  *******************************************************************************/
 public class BuiltInGuideLoader
 {
-   public static final List<String> RESOURCES = List.of("850-004010", "850-005010", "997-004010", "997-005010", "999-005010X231A1", "855-004010", "855-005010", "810-004010", "810-005010", "846-004010", "846-005010", "860-004010", "860-005010", "856-004010", "856-005010", "940-004010", "940-005010", "945-004010", "945-005010", "214-004010", "214-005010", "204-004010", "204-005010");
+   public static final List<String> RESOURCES = List.of("850-004010", "850-005010", "997-004010", "997-005010", "999-005010X231A1", "855-004010", "855-005010", "810-004010", "810-005010", "846-004010", "846-005010", "860-004010", "860-005010", "856-004010", "856-005010", "940-004010", "940-005010", "945-004010", "945-005010", "214-004010", "214-005010", "204-004010", "204-005010", "837P-005010X222A1", "837I-005010X223A2", "835-005010X221A1", "270-005010X279A1", "271-005010X279A1", "276-005010X212", "277-005010X212", "834-005010X220A1");
 
    /*******************************************************************************
     ** Read the documented JSON format in memory.

src/main/java/com/kingsrook/qbits/edi/guide/ExternalCodeSetProvider.java

@@ -0,0 +1,37 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi.guide;
+
+
+import java.time.LocalDate;
+
+
+/*******************************************************************************
+ ** Host-owned, licensed code sets. Implementations must not log submitted values.
+ *******************************************************************************/
+@FunctionalInterface
+public interface ExternalCodeSetProvider
+{
+   /*******************************************************************************
+    ** Check membership on the document's effective service or payment date.
+    *******************************************************************************/
+   boolean isValid(String codeSet, String code, LocalDate asOf);
+}

src/main/java/com/kingsrook/qbits/edi/guide/GuideElement.java

@@ -27,6 +27,13 @@ import java.util.List;
 /*******************************************************************************
  ** An element or composite component constraint.
  *******************************************************************************/
-public record GuideElement(Integer position, Integer componentPosition, String elementId, String dataType, Integer minLength, Integer maxLength, String usage, List<String> codes, String fixedValue, Integer repeatMax, String condition)
+public record GuideElement(Integer position, Integer componentPosition, String elementId, String dataType, Integer minLength, Integer maxLength, String usage, List<String> codes, String fixedValue, Integer repeatMax, String condition, String source, String externalCodeSet)
 {
+   /*******************************************************************************
+    ** Preserve the original constructor for host-authored inline constraints.
+    *******************************************************************************/
+   public GuideElement(Integer position, Integer componentPosition, String elementId, String dataType, Integer minLength, Integer maxLength, String usage, List<String> codes, String fixedValue, Integer repeatMax, String condition)
+   {
+      this(position, componentPosition, elementId, dataType, minLength, maxLength, usage, codes, fixedValue, repeatMax, condition, null, null);
+   }
 }

src/main/java/com/kingsrook/qbits/edi/guide/GuideRepository.java

@@ -59,8 +59,10 @@ public class GuideRepository
          for(QRecord element : rows("edi_guide_element", "guideSegmentId", segmentId))
          {
             List<String> codes = null;
+            QRecord codeList = null;
             if(element.getValueInteger("codeListId") != null)
             {
+               codeList = rows("edi_code_list", "id", element.getValueInteger("codeListId")).getFirst();
                codes = new ArrayList<>();
                for(QRecord code : rows("edi_code_list_value", "codeListId", element.getValueInteger("codeListId")))
                {
@@ -72,7 +74,7 @@ public class GuideRepository
             }
             elements.add(new GuideElement(element.getValueInteger("position"), element.getValueInteger("componentPosition"), element.getValueString("elementId"),
                element.getValueString("dataType"), element.getValueInteger("minLength"), element.getValueInteger("maxLength"), element.getValueString("usage"), codes,
-               element.getValueString("fixedValue"), element.getValueInteger("repeatMax"), condition(rules, element.getValueInteger("situationalRuleId"))));
+               element.getValueString("fixedValue"), element.getValueInteger("repeatMax"), condition(rules, element.getValueInteger("situationalRuleId")), codeList == null ? null : codeList.getValueString("source"), codeList == null ? null : codeList.getValueString("externalCodeSet")));
          }
          List<GuideRule> segmentRules = rules.stream().filter(r -> segmentId.equals(r.getValueInteger("guideSegmentId")) && !"condition".equals(r.getValueString("message"))).map(GuideRepository::rule).toList();
          segments.add(new GuideSegment(definition.getValueString("segmentId"), definition.getValueString("loopId"), definition.getValueString("parentLoopId"),
@@ -107,11 +109,11 @@ public class GuideRepository
                for(GuideElement element : list(segment.elements()))
                {
                   Integer codeListId = null;
-                  if(element.codes() != null)
+                  if(element.codes() != null || "EXTERNAL".equals(element.source()))
                   {
                      codeListId = insert("edi_code_list", new QRecord().withValue("name", guide.name() + "/" + revision + "/" + sequence + "/" + element.position())
-                        .withValue("elementId", element.elementId()).withValue("source", "BUILT_IN"), transaction).getValueInteger("id");
-                     for(String code : element.codes())
+                        .withValue("elementId", element.elementId()).withValue("source", element.source() == null ? "BUILT_IN" : element.source()).withValue("externalCodeSet", element.externalCodeSet()), transaction).getValueInteger("id");
+                     for(String code : list(element.codes()))
                      {
                         insert("edi_code_list_value", new QRecord().withValue("codeListId", codeListId).withValue("code", code).withValue("isActive", true), transaction);
                      }

src/main/java/com/kingsrook/qbits/edi/guide/GuideValidator.java

@@ -34,31 +34,31 @@ import com.kingsrook.qbits.edi.x12.X12TransactionSet;
  *******************************************************************************/
 public class GuideValidator
 {
+   private final com.kingsrook.qbits.edi.EdiQBitConfig config;
+
+   /*******************************************************************************
+    ** Standalone validation uses built-in formats without a licensed provider.
+    *******************************************************************************/
+   public GuideValidator()
+   {
+      this(new com.kingsrook.qbits.edi.EdiQBitConfig());
+   }
+
+   /*******************************************************************************
+    ** Read the host provider at validation time, allowing runtime registration.
+    *******************************************************************************/
+   public GuideValidator(com.kingsrook.qbits.edi.EdiQBitConfig config)
+   {
+      this.config = config;
+   }
+
    /*******************************************************************************
     ** Validate one transaction; diagnostic text never contains submitted values.
     *******************************************************************************/
    public List<ValidationFinding> validate(X12TransactionSet transaction, Guide guide, boolean containsPhi)
    {
       State state = new State(transaction.segments(), containsPhi);
-      List<Node> roots = new ArrayList<>();
-      Map<String, Node> nodes = new LinkedHashMap<>();
-      for(GuideSegment segment : guide.segments())
-      {
-         List<Node> destination = roots;
-         if(segment.loopId() != null && !segment.loopId().isBlank())
-         {
-            Node loop = nodes.get(segment.loopId());
-            if(loop == null)
-            {
-               loop = new Node(segment.loopId(), null);
-               nodes.put(segment.loopId(), loop);
-               Node parent = nodes.get(segment.parentLoopId());
-               (parent == null ? roots : parent.children).add(loop);
-            }
-            destination = loop.children;
-         }
-         destination.add(new Node(null, segment));
-      }
+      List<Node> roots = tree(guide);
       consume(roots, state, false);
       while(state.index < state.segments.size())
       {
@@ -93,11 +93,16 @@ public class GuideValidator
          GuideSegment definition = binding.definition();
          X12Segment segment = binding.segment();
          elements(segment, definition, evaluator, state);
+         external(segment, definition, state);
          for(GuideRule rule : list(definition.rules()))
          {
-            rule(rule, segment, definition.loopId(), evaluator, state);
+            rule(rule, segment, definition.loopId(), "SITUATIONAL".equals(rule.type()) && definition.loopId() != null ? scoped(binding, state) : evaluator, state);
          }
       }
+      if(guide.version().startsWith("005010X"))
+      {
+         state.findings.addAll(new HealthcareValidation().validate(transaction, guide, state.loops));
+      }
       return (List.copyOf(state.findings));
    }
 
@@ -107,27 +112,64 @@ public class GuideValidator
    public Map<String, List<List<X12Segment>>> loops(X12TransactionSet transaction, Guide guide)
    {
       State state = new State(transaction.segments(), true);
+      List<Node> roots = tree(guide);
+      consume(roots, state, false);
+      return (state.loops);
+   }
+
+   /*******************************************************************************
+    ** The same loop name can occur under subscriber and dependent patient parents.
+    *******************************************************************************/
+   private static List<Node> tree(Guide guide)
+   {
       List<Node> roots = new ArrayList<>();
-      Map<String, Node> nodes = new LinkedHashMap<>();
+      Map<String, Node> latest = new LinkedHashMap<>();
       for(GuideSegment segment : guide.segments())
       {
          List<Node> destination = roots;
          if(segment.loopId() != null && !segment.loopId().isBlank())
          {
-            Node loop = nodes.get(segment.loopId());
+            Node parent = latest.get(segment.parentLoopId());
+            List<Node> siblings = parent == null ? roots : parent.children;
+            Node loop = siblings.stream().filter(n -> segment.loopId().equals(n.loopId)).findFirst().orElse(null);
             if(loop == null)
             {
                loop = new Node(segment.loopId(), null);
-               nodes.put(segment.loopId(), loop);
-               Node parent = nodes.get(segment.parentLoopId());
-               (parent == null ? roots : parent.children).add(loop);
+               siblings.add(loop);
             }
+            latest.put(segment.loopId(), loop);
             destination = loop.children;
          }
          destination.add(new Node(null, segment));
       }
-      consume(roots, state, false);
-      return (state.loops);
+      return (roots);
+   }
+
+   /*******************************************************************************
+    ** Situational rules see their occurrence plus direct ancestor segments, never siblings.
+    *******************************************************************************/
+   private static RuleEvaluator scoped(Binding binding, State state)
+   {
+      List<X12Segment> scope = state.loops.getOrDefault(binding.definition().loopId(), List.of()).stream()
+         .filter(o -> o.contains(binding.segment())).min(java.util.Comparator.comparingInt(List::size)).orElse(state.segments);
+      List<X12Segment> visible = new ArrayList<>(scope);
+      for(List<X12Segment> ancestor : state.loops.values().stream().flatMap(List::stream).toList())
+      {
+         if(ancestor.size() > scope.size() && ancestor.contains(scope.getFirst()))
+         {
+            for(X12Segment segment : ancestor)
+            {
+               boolean nested = state.loops.values().stream().flatMap(List::stream)
+                  .anyMatch(o -> o.size() < ancestor.size() && ancestor.contains(o.getFirst()) && o.contains(segment));
+               if(!nested && !visible.contains(segment))
+               {
+                  visible.add(segment);
+               }
+            }
+         }
+      }
+      visible.sort(java.util.Comparator.comparingInt(X12Segment::position));
+      return (new RuleEvaluator(visible, state.loops));
    }
 
    /*******************************************************************************
@@ -141,7 +183,7 @@ public class GuideValidator
          {
             GuideSegment head = node.children.getFirst().definition;
             int count = 0;
-            while(state.matches(head.segmentId()))
+            while(state.matches(head))
             {
                int start = state.index;
                consume(node.children, state, true);
@@ -165,7 +207,7 @@ public class GuideValidator
             GuideSegment definition = node.definition;
             int count = 0;
             int maximum = number(definition.maxUse(), 1);
-            while(state.matches(definition.segmentId()) && (count == 0 || !loopOccurrence || node != nodes.getFirst()))
+            while(state.matches(definition.segmentId()) && (node != nodes.getFirst() || !loopOccurrence || state.matches(definition)) && (count == 0 || !loopOccurrence || node != nodes.getFirst()))
             {
                X12Segment segment = state.segments.get(state.index++);
                state.bindings.add(new Binding(segment, definition));
@@ -235,7 +277,7 @@ public class GuideValidator
                state.add(segment, definition.loopId(), element, "8", code, "Invalid element data type", value);
             }
             if(element.fixedValue() != null && !element.fixedValue().equals(value)
-               || "ID".equals(element.dataType()) && element.codes() != null && !element.codes().contains(value))
+               || !"EXTERNAL".equals(element.source()) && "ID".equals(element.dataType()) && element.codes() != null && !element.codes().contains(value))
             {
                state.add(segment, definition.loopId(), element, "8", "7", "Invalid code or fixed value", value);
             }
@@ -243,6 +285,47 @@ public class GuideValidator
       }
    }
 
+   /*******************************************************************************
+    ** External membership is SNIP 5 and is optional; formats are always built in.
+    *******************************************************************************/
+   private void external(X12Segment segment, GuideSegment definition, State state)
+   {
+      if(config.getExternalCodeSetProvider() == null)
+      {
+         return;
+      }
+      for(GuideElement element : list(definition.elements()))
+      {
+         if(!"EXTERNAL".equals(element.source()))
+         {
+            continue;
+         }
+         int repetitions = element.position() <= segment.elements().size() ? segment.elements().get(element.position() - 1).size() : 1;
+         for(int repetition = 1; repetition <= repetitions; repetition++)
+         {
+            String value = segment.value(element.position(), repetition, number(element.componentPosition(), 1));
+            if(!value.isEmpty())
+            {
+               boolean valid;
+               try(var logging = com.kingsrook.qbits.edi.security.PhiLogScope.open(state.phi))
+               {
+                  valid = config.getExternalCodeSetProvider().isValid(element.externalCodeSet(), value,
+                     HealthcareValidation.asOf(state.segments, config.getClock()));
+               }
+               catch(RuntimeException e)
+               {
+                  valid = false;
+               }
+               if(!valid)
+               {
+                  state.findings.add(new ValidationFinding(segment.position(), segment.id(), definition.loopId(), element.position(), element.componentPosition(),
+                     5, "8", "7", "8", "7", "ERROR", "External code validation failed", null));
+               }
+            }
+         }
+      }
+   }
+
    /*******************************************************************************
     ** Validate X12 lexical data types without coercing bad values.
     *******************************************************************************/
@@ -392,6 +475,15 @@ public class GuideValidator
          return (index < segments.size() && segments.get(index).id().equals(id));
       }
 
+      /*******************************************************************************
+       ** Fixed qualifiers distinguish adjacent HL and NM1 loop anchors.
+       *******************************************************************************/
+      private boolean matches(GuideSegment definition)
+      {
+         return (matches(definition.segmentId()) && list(definition.elements()).stream().filter(e -> e.fixedValue() != null)
+            .allMatch(e -> e.fixedValue().equals(segments.get(index).value(e.position(), 1, number(e.componentPosition(), 1)))));
+      }
+
       /*******************************************************************************
        ** Locate a missing segment relative to the buffered transaction.
        *******************************************************************************/

src/main/java/com/kingsrook/qbits/edi/guide/HealthcareValidation.java

@@ -0,0 +1,250 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi.guide;
+
+
+import java.math.BigDecimal;
+import java.time.Clock;
+import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.edi.x12.X12Segment;
+import com.kingsrook.qbits.edi.x12.X12TransactionSet;
+
+
+/*******************************************************************************
+ ** Original healthcare balancing and format checks, without licensed code content.
+ *******************************************************************************/
+public class HealthcareValidation
+{
+   /*******************************************************************************
+    ** Exact decimal arithmetic; every diagnostic contains only positions and codes.
+    *******************************************************************************/
+   public List<ValidationFinding> validate(X12TransactionSet transaction, Guide guide, Map<String, List<List<X12Segment>>> loops)
+   {
+      List<ValidationFinding> findings = new ArrayList<>();
+      List<X12Segment> segments = transaction.segments();
+      if("837".equals(guide.transactionSet()))
+      {
+         for(List<X12Segment> claim : blocks(segments, "CLM"))
+         {
+            X12Segment head = claim.getFirst();
+            try
+            {
+               BigDecimal lines = BigDecimal.ZERO;
+               for(X12Segment line : claim)
+               {
+                  if(line.id().equals("SV1") || line.id().equals("SV2"))
+                  {
+                     lines = lines.add(amount(line, line.id().equals("SV1") ? 2 : 3));
+                  }
+               }
+               if(amount(head, 2).compareTo(lines) != 0)
+               {
+                  findings.add(finding(head, "2300", 2, null, 3, "Claim charges do not balance"));
+               }
+            }
+            catch(NumberFormatException e)
+            {
+               findings.add(finding(head, "2300", 2, null, 3, "Claim balance cannot be calculated"));
+            }
+         }
+      }
+      if("835".equals(guide.transactionSet()))
+      {
+         remittance(segments, findings);
+      }
+      for(X12Segment segment : segments)
+      {
+         String loop = loops.entrySet().stream().filter(e -> e.getValue().stream().anyMatch(o -> o.contains(segment)))
+            .min(java.util.Comparator.comparingInt(e -> e.getValue().stream().filter(o -> o.contains(segment)).mapToInt(List::size).min().orElse(Integer.MAX_VALUE)))
+            .map(Map.Entry::getKey).orElse(null);
+         if(segment.id().equals("NM1") && segment.value(8).equals("XX") && !validNpi(segment.value(9)))
+         {
+            findings.add(finding(segment, loop, 9, null, 5, "Invalid NPI format or check digit"));
+         }
+         if(segment.id().equals("N4") && !segment.value(3).isEmpty() && (segment.value(4).isEmpty() || segment.value(4).equals("US"))
+            && !segment.value(3).matches("[0-9]{5}([0-9]{4}|-[0-9]{4})?"))
+         {
+            findings.add(finding(segment, loop, 3, null, 5, "Invalid postal format"));
+         }
+         if(segment.id().equals("HI"))
+         {
+            for(int position = 1; position <= segment.elements().size(); position++)
+            {
+               for(int repetition = 1; repetition <= segment.elements().get(position - 1).size(); repetition++)
+               {
+                  if(List.of("ABK", "ABF", "ABJ", "APR").contains(segment.value(position, repetition, 1))
+                     && !segment.value(position, repetition, 2).matches("[A-Z][0-9][A-Z0-9](?:[A-Z0-9]{0,4}|\\.[A-Z0-9]{1,4})"))
+                  {
+                     findings.add(finding(segment, loop, position, 2, 5, "Invalid ICD-10 diagnosis format"));
+                  }
+               }
+            }
+         }
+      }
+      return (findings);
+   }
+
+   /*******************************************************************************
+    ** Claim and line CAS monetary positions are 3, 6, 9, 12, 15 and 18.
+    *******************************************************************************/
+   private static void remittance(List<X12Segment> segments, List<ValidationFinding> findings)
+   {
+      for(List<X12Segment> claim : blocks(segments, "CLP"))
+      {
+         X12Segment head = claim.getFirst();
+         try
+         {
+            BigDecimal adjustments = BigDecimal.ZERO;
+            for(X12Segment segment : claim)
+            {
+               if(segment.id().equals("CAS"))
+               {
+                  for(int p = 3; p <= segment.elements().size(); p += 3)
+                  {
+                     adjustments = adjustments.add(amount(segment, p));
+                  }
+               }
+            }
+            if(amount(head, 3).subtract(amount(head, 4)).compareTo(adjustments) != 0)
+            {
+               findings.add(finding(head, "2100", 3, null, 3, "Claim adjustments do not balance"));
+            }
+         }
+         catch(NumberFormatException e)
+         {
+            findings.add(finding(head, "2100", 3, null, 3, "Claim balance cannot be calculated"));
+         }
+      }
+      for(X12Segment payment : segments.stream().filter(s -> s.id().equals("BPR")).toList())
+      {
+         try
+         {
+            BigDecimal total = BigDecimal.ZERO;
+            for(X12Segment segment : segments)
+            {
+               if(segment.id().equals("CLP"))
+               {
+                  total = total.add(amount(segment, 4));
+               }
+               if(segment.id().equals("PLB"))
+               {
+                  for(int p = 4; p <= segment.elements().size(); p += 2)
+                  {
+                     total = total.subtract(amount(segment, p));
+                  }
+               }
+            }
+            if(amount(payment, 2).compareTo(total) != 0)
+            {
+               findings.add(finding(payment, null, 2, null, 3, "Payment does not balance"));
+            }
+         }
+         catch(NumberFormatException e)
+         {
+            findings.add(finding(payment, null, 2, null, 3, "Payment balance cannot be calculated"));
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Isolate each claim so one claim cannot compensate for another's imbalance.
+    *******************************************************************************/
+   private static List<List<X12Segment>> blocks(List<X12Segment> segments, String anchor)
+   {
+      List<List<X12Segment>> blocks = new ArrayList<>();
+      List<X12Segment> current = null;
+      for(X12Segment segment : segments)
+      {
+         if(segment.id().equals(anchor))
+         {
+            current = new ArrayList<>();
+            blocks.add(current);
+         }
+         if(current != null)
+         {
+            current.add(segment);
+         }
+      }
+      return (blocks);
+   }
+
+   /*******************************************************************************
+    ** Missing monetary elements fail balancing rather than silently becoming zero.
+    *******************************************************************************/
+   private static BigDecimal amount(X12Segment segment, int position)
+   {
+      return (new BigDecimal(segment.value(position)));
+   }
+
+   /*******************************************************************************
+    ** Position-only finding with a positional trigger for the implementation ack.
+    *******************************************************************************/
+   private static ValidationFinding finding(X12Segment segment, String loop, Integer element, Integer component, int level, String message)
+   {
+      return (new ValidationFinding(segment.position(), segment.id(), loop, element, component, level,
+         "8", "7", "8", "7", "ERROR", message, null)
+         .withContext(level == 3 ? new AckContext(segment.id(), segment.position(), loop, element, component) : null));
+   }
+
+   /*******************************************************************************
+    ** NPI uses the Luhn checksum over the 80840 prefix and all ten digits.
+    *******************************************************************************/
+   public static boolean validNpi(String value)
+   {
+      if(!value.matches("[12][0-9]{9}"))
+      {
+         return (false);
+      }
+      String digits = "80840" + value;
+      int sum = 0;
+      for(int i = digits.length() - 1, n = 0; i >= 0; i--, n++)
+      {
+         int digit = digits.charAt(i) - '0';
+         if(n % 2 == 1)
+         {
+            digit *= 2;
+         }
+         sum += digit > 9 ? digit - 9 : digit;
+      }
+      return (sum % 10 == 0);
+   }
+
+   /*******************************************************************************
+    ** Service date, then payment date, then the configured clock for undated documents.
+    *******************************************************************************/
+   public static LocalDate asOf(List<X12Segment> segments, Clock clock)
+   {
+      for(X12Segment segment : segments)
+      {
+         String date = segment.id().equals("DTP") && segment.value(1).equals("472") ? segment.value(3)
+            : segment.id().equals("BPR") ? segment.value(16) : "";
+         if(RuleEvaluator.validDate(date) && date.length() == 8)
+         {
+            return (LocalDate.parse(date, DateTimeFormatter.BASIC_ISO_DATE));
+         }
+      }
+      return (LocalDate.now(clock));
+   }
+}

src/main/java/com/kingsrook/qbits/edi/map/MapPreview.java

@@ -51,7 +51,7 @@ public class MapPreview
          .withCriteria("containsPhi", com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator.EQUALS, true)).isEmpty());
       var guide = new GuideRepository().load(map.getValueInteger("guideId"));
       ArrayList<ProcessSummaryLineInterface> lines = new ArrayList<>();
-      try(InputStream stream = runtime.payloads().open(new PayloadRef(sample.getValueString("payloadRef"), null, 0)))
+      try(var logging = com.kingsrook.qbits.edi.security.PhiLogScope.open(phi); InputStream stream = runtime.payloads().open(new PayloadRef(sample.getValueString("payloadRef"), null, 0)))
       {
          var interchanges = runtime.reader().read(stream);
          lines.add(new ProcessSummaryLine(Status.INFO, interchanges.size(), "interchanges parsed"));

src/main/java/com/kingsrook/qbits/edi/map/OutboundMapper.java

@@ -62,7 +62,10 @@ public class OutboundMapper
          throw new IllegalArgumentException("An outbound map is required");
       }
       List<X12Segment> segments = new ArrayList<>();
-      segments.add(X12Segment.of("ST", 1, map.getValueString("transactionSet"), control));
+      String version = map.getValueString("version");
+      segments.add(version != null && version.startsWith("005010X")
+         ? X12Segment.of("ST", 1, map.getValueString("transactionSet"), control, version)
+         : X12Segment.of("ST", 1, map.getValueString("transactionSet"), control));
       List<QRecord> sorted = rules.stream().sorted(Comparator.comparing(r -> r.getValueInteger("sequence"))).toList();
       emit(source, sorted, "", "", 1, "", new int[] {0}, segments);
       segments.add(X12Segment.of("SE", segments.size() + 1, String.valueOf(segments.size() + 1), control));

src/main/java/com/kingsrook/qbits/edi/metadata/EdiTables.java

@@ -232,7 +232,7 @@ public final class EdiTables
       QTableMetaData table = new QTableMetaData().withName(name).withBackendName(config.getBackendName())
          .withPrimaryKeyField("id").withFieldsFromEntity(entity).withRecordLabelFormatAndFields("%s", label)
          .withPermissionRules(new QPermissionRules().withPermissionBaseName("edi." + name.substring(4)).withLevel(PermissionLevel.READ_INSERT_EDIT_DELETE_PERMISSIONS))
-         .withAuditRules(new QAuditRules().withAuditLevel(readOnly ? AuditLevel.RECORD : AuditLevel.FIELD));
+         .withAuditRules(new QAuditRules().withAuditLevel(readOnly || name.equals("edi_map_sample") ? AuditLevel.RECORD : AuditLevel.FIELD));
       QRecordEntity.registerTable(entity, table);
       if(List.of("edi_payload", "edi_certificate", "edi_inbox").contains(name))
       {
@@ -305,7 +305,7 @@ public final class EdiTables
       sources.add(enumSource("edi_interchange_status", "RECEIVED", "ACCEPTED", "ACCEPTED_WITH_ERRORS", "REJECTED", "DUPLICATE", "ENVELOPED", "SENT", "DELIVERED", "FAILED"));
       sources.add(enumSource("edi_ack_status", "A", "E", "P", "R", "NONE", "PENDING"));
       sources.add(enumSource("edi_transaction_status", "RECEIVED", "VALID", "INVALID", "MAPPED", "APPLIED", "EXCEPTION", "QUEUED", "SENT", "ACKNOWLEDGED", "REJECTED", "IGNORED"));
-      sources.add(enumSource("edi_event_type", "RECEIVED", "STORED", "PARSED", "VALIDATED", "ACK_SENT", "ACK_QUEUED", "MAPPED", "APPLIED", "ENVELOPED", "SENT", "MDN", "DELIVERED", "ACK_RECEIVED", "EXCEPTION", "REPROCESSED", "RESENT"));
+      sources.add(enumSource("edi_event_type", "RECEIVED", "STORED", "PARSED", "VALIDATED", "ACK_SENT", "ACK_QUEUED", "MAPPED", "APPLIED", "ENVELOPED", "SENT", "MDN", "DELIVERED", "ACK_RECEIVED", "EXCEPTION", "REPROCESSED", "RESENT", "RAW_DOWNLOADED"));
       sources.add(enumSource("edi_exception_type", "UNKNOWN_PARTNER", "PARTNER_MISMATCH", "NOT_CONFIGURED", "DUPLICATE", "ENVELOPE", "VALIDATION", "MAPPING", "APPLY", "TRANSPORT", "REJECTED_ACK", "OVERDUE_ACK", "DEAD_LETTER"));
       sources.add(enumSource("edi_exception_status", "OPEN", "IN_PROGRESS", "RESOLVED", "IGNORED"));
       sources.add(enumSource("edi_inbox_status", "PENDING", "PROCESSING", "PROCESSED", "RETRY_WAIT", "DEAD_LETTER", "DUPLICATE", "IGNORED"));
@@ -422,7 +422,8 @@ public final class EdiTables
    {
       return (joins().stream().map(join -> ChildRecordListRenderer.widgetMetaDataBuilder(join).withName(join.getName())
          .withLabel(joinLabel(join)).withCanAddChildRecord(false)
-         .withOrderBys(childOrder(join.getRightTable())).getWidgetMetaData().withGridColumns(12)).toList());
+         .withOrderBys(childOrder(join.getRightTable())).getWidgetMetaData()
+         .withCodeReference(new QCodeReference(com.kingsrook.qbits.edi.app.EdiChildRecordListRenderer.class)).withGridColumns(12)).toList());
    }
 
    /*******************************************************************************

src/main/java/com/kingsrook/qbits/edi/processes/EdiProcesses.java

@@ -75,6 +75,10 @@ public final class EdiProcesses
       {
          result.add(action(table, "preview", "Preview Map", "edi.map.preview"));
       }
+      for(String table : List.of("edi_inbox", "edi_interchange"))
+      {
+         result.add(action(table, "download", "Download Raw Document", "edi.raw.download").withMaxInputRecords(1));
+      }
       result.add(action("edi_exception", "assign", "Assign", "edi.exception.assign"));
       result.add(action("edi_exception", "ignore", "Ignore", "edi.exception.ignore"));
       result.add(action("edi_exception", "resolve", "Mark Resolved", "edi.exception.resolve"));
@@ -148,6 +152,16 @@ public final class EdiProcesses
             process.getFrontendStep("result").withViewField(new QFieldMetaData(field, QFieldType.STRING));
          }
       }
+      if(operation.equals("download"))
+      {
+         process.getFrontendStep("result").withComponent(new com.kingsrook.qqq.backend.core.model.metadata.processes.QFrontendComponentMetaData()
+            .withType(com.kingsrook.qqq.backend.core.model.metadata.processes.QComponentType.DOWNLOAD_FORM));
+         for(String field : List.of("downloadFileName", "storageTableName", "storageReference"))
+         {
+            process.getBackendStep("execute").getOutputMetaData().withField(new QFieldMetaData(field, QFieldType.STRING));
+            process.getFrontendStep("result").withViewField(new QFieldMetaData(field, QFieldType.STRING));
+         }
+      }
       if(operation.equals("assign"))
       {
          process.getFrontendStep("review").withFormField(new QFieldMetaData("assignedToUserId", QFieldType.STRING).withLabel("Assign to user ID").withIsRequired(true));
@@ -173,7 +187,7 @@ public final class EdiProcesses
       public void runOnePage(RunBackendStepInput input, RunBackendStepOutput output)
       {
          count += input.getRecords().size();
-         output.getRecords().addAll(input.getRecords());
+         input.getRecords().forEach(record -> output.getRecords().add(new QRecord().withValue("id", record.getValue("id"))));
       }
 
       /*******************************************************************************
@@ -218,6 +232,20 @@ public final class EdiProcesses
                {
                   lines.add(new ProcessSummaryLine(Status.OK, 1, "public certificate exported"));
                }
+               else if(operation.equals("download"))
+               {
+                  if(!QContext.getQSession().hasPermission("edi.raw.download"))
+                  {
+                     throw new QException("Raw document download is not authorized");
+                  }
+                  var storage = new com.kingsrook.qqq.backend.core.model.actions.tables.storage.StorageInput(com.kingsrook.qbits.edi.storage.PreviewDownloadBackend.TABLE)
+                     .withReference("raw:" + table + ":" + row.getValueInteger("id"));
+                  com.kingsrook.qqq.backend.core.actions.processes.ProcessFileDownload.registerStorage(storage);
+                  output.addValue("downloadFileName", "edi-document.edi");
+                  output.addValue("storageTableName", storage.getTableName());
+                  output.addValue("storageReference", storage.getReference());
+                  lines.add(new ProcessSummaryLine(Status.OK, 1, "Document ready for authorized download"));
+               }
                else if(operation.equals("preview"))
                {
                   QRecord map = table.equals("edi_map") ? row : EdiRecords.query("edi_map", EdiRecords.equal("id", row.getValue("mapId"))).getFirst();
@@ -316,7 +344,7 @@ public final class EdiProcesses
                   output.addValue("storageTableName", storage.getTableName());
                   output.addValue("storageReference", ref.value());
                }
-               output.getRecords().add(selected);
+               output.getRecords().add(new QRecord().withValue("id", selected.getValue("id")));
             }
             catch(Exception e)
             {

src/main/java/com/kingsrook/qbits/edi/security/PhiLogScope.java

@@ -0,0 +1,154 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi.security;
+
+
+import java.util.Map;
+import java.util.WeakHashMap;
+import org.apache.logging.log4j.Level;
+import org.apache.logging.log4j.LogManager;
+import org.apache.logging.log4j.Marker;
+import org.apache.logging.log4j.core.LogEvent;
+import org.apache.logging.log4j.core.Logger;
+import org.apache.logging.log4j.core.LoggerContext;
+import org.apache.logging.log4j.core.config.Configuration;
+import org.apache.logging.log4j.core.filter.AbstractFilter;
+import org.apache.logging.log4j.message.Message;
+
+
+/*******************************************************************************
+ ** STAND-IN(core=QRun-IO/qqq#1142, removeBy=4.1.0-RC.6).
+ ** RC.5 logs query criteria verbatim. Suppress synchronous diagnostic logging only
+ ** while PHI mapping/application runs; value-free EDI events remain in the database.
+ ** This does not replace host masking or protection of host code outside this scope.
+ *******************************************************************************/
+public final class PhiLogScope implements AutoCloseable
+{
+   private static final ThreadLocal<Integer> DEPTH = ThreadLocal.withInitial(() -> 0);
+   private static final Map<Configuration, Boolean> INSTALLED = new WeakHashMap<>();
+   private final int previous;
+
+   /*******************************************************************************
+    ** Protect nested PHI work without changing logger levels or unrelated threads.
+    *******************************************************************************/
+   private PhiLogScope(boolean enabled)
+   {
+      previous = DEPTH.get();
+      if(enabled)
+      {
+         install();
+         DEPTH.set(previous + 1);
+      }
+   }
+
+   /*******************************************************************************
+    ** Open a scope around code that may pass clinical values to RC.5 core actions.
+    *******************************************************************************/
+   public static PhiLogScope open(boolean enabled)
+   {
+      return (new PhiLogScope(enabled));
+   }
+
+   /*******************************************************************************
+    ** Install once per logger configuration, including after a host reconfiguration.
+    *******************************************************************************/
+   private static synchronized void install()
+   {
+      if(!(LogManager.getContext(false) instanceof LoggerContext context))
+      {
+         throw new IllegalStateException("PHI processing requires the RC.5 Log4j protection bridge");
+      }
+      Configuration configuration = context.getConfiguration();
+      if(!INSTALLED.containsKey(configuration))
+      {
+         ScopeFilter filter = new ScopeFilter();
+         filter.start();
+         configuration.addFilter(filter);
+         INSTALLED.put(configuration, true);
+      }
+   }
+
+   /*******************************************************************************
+    ** Always restore nesting, including failed mapping or target transactions.
+    *******************************************************************************/
+   @Override
+   public void close()
+   {
+      if(previous == 0)
+      {
+         DEPTH.remove();
+      }
+      else
+      {
+         DEPTH.set(previous);
+      }
+   }
+
+   /*******************************************************************************
+    ** Pre-event filter prevents sensitive diagnostics from reaching any appender.
+    *******************************************************************************/
+   private static class ScopeFilter extends AbstractFilter
+   {
+      /*******************************************************************************
+       ** Decide before Log4j creates or formats a data-bearing event.
+       *******************************************************************************/
+      private Result decision()
+      {
+         return (DEPTH.get() > 0 ? Result.DENY : Result.NEUTRAL);
+      }
+
+      /*******************************************************************************
+       ** QLogger uses structured Log4j messages.
+       *******************************************************************************/
+      @Override
+      public Result filter(Logger logger, Level level, Marker marker, Message message, Throwable error)
+      {
+         return (decision());
+      }
+
+      /*******************************************************************************
+       ** Object diagnostics from third-party mapping or target customizers.
+       *******************************************************************************/
+      @Override
+      public Result filter(Logger logger, Level level, Marker marker, Object message, Throwable error)
+      {
+         return (decision());
+      }
+
+      /*******************************************************************************
+       ** Parameterized diagnostics from registered host extensions.
+       *******************************************************************************/
+      @Override
+      public Result filter(Logger logger, Level level, Marker marker, String message, Object... parameters)
+      {
+         return (decision());
+      }
+
+      /*******************************************************************************
+       ** Synchronous event filtering for configurations invoking this filter later.
+       *******************************************************************************/
+      @Override
+      public Result filter(LogEvent event)
+      {
+         return (decision());
+      }
+   }
+}

src/main/java/com/kingsrook/qbits/edi/storage/PreviewDownloadBackend.java

@@ -71,6 +71,10 @@ public class PreviewDownloadBackend implements QBackendModuleInterface, QStorage
       {
          throw new QException("Preview download is not authorized for this session");
       }
+      if(input.getReference().startsWith("raw:"))
+      {
+         return (RawDocumentDownload.open(input.getReference()));
+      }
       return (SystemWrites.call(() -> EdiRuntime.current().payloads().open(new PayloadRef(input.getReference(), null, 0))));
    }
 

src/main/java/com/kingsrook/qbits/edi/storage/RawDocumentDownload.java

@@ -0,0 +1,79 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi.storage;
+
+
+import java.io.InputStream;
+import java.util.List;
+import com.kingsrook.qbits.edi.EdiRuntime;
+import com.kingsrook.qbits.edi.support.SystemWrites;
+import com.kingsrook.qqq.backend.core.actions.permissions.PermissionEnforcement;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+
+
+/*******************************************************************************
+ ** Stream an authorized archived document, with a value-free access event per download.
+ *******************************************************************************/
+public final class RawDocumentDownload
+{
+   /*******************************************************************************
+    ** Recheck permission and partner locks on every access, including registered URLs.
+    *******************************************************************************/
+   public static InputStream open(String reference) throws QException
+   {
+      String[] parts = reference.split(":");
+      if(parts.length != 3 || !parts[0].equals("raw") || !List.of("edi_inbox", "edi_interchange").contains(parts[1])
+         || QContext.getQSession() == null || !QContext.getQSession().hasPermission("edi.raw.download"))
+      {
+         throw new QException("Raw document download is not authorized");
+      }
+      Integer id;
+      try
+      {
+         id = Integer.valueOf(parts[2]);
+      }
+      catch(NumberFormatException e)
+      {
+         throw new QException("Invalid raw document reference");
+      }
+      QueryInput query = new QueryInput(parts[1]).withFilter(EdiRecords.equal("id", id));
+      query.setPermissionEnforcement(PermissionEnforcement.ENFORCE);
+      List<QRecord> rows = new QueryAction().execute(query).getRecords();
+      if(rows.size() != 1 || rows.getFirst().getValueString("payloadRef") == null)
+      {
+         throw new QException("Raw document is unavailable");
+      }
+      QRecord row = rows.getFirst();
+      String user = QContext.getQSession().getUser() == null ? "system" : java.util.Objects.toString(QContext.getQSession().getUser().getIdReference(), "system");
+      return (SystemWrites.call(() ->
+      {
+         SystemWrites.insert("edi_event", new QRecord().withValue("type", "RAW_DOWNLOADED").withValue("userName", user)
+            .withValue("inboxId", parts[1].equals("edi_inbox") ? id : row.getValueInteger("inboxId"))
+            .withValue("interchangeId", parts[1].equals("edi_interchange") ? id : null)
+            .withValue("at", EdiRuntime.current().config().getClock().instant()).withValue("detail", "Raw document download authorized"));
+         return (EdiRuntime.current().payloads().open(new PayloadRef(row.getValueString("payloadRef"), null, 0)));
+      }));
+   }
+}

src/main/resources/edi/guides/270-005010X279A1.json

@@ -0,0 +1,600 @@
+{
+  "name": "QQQ baseline guide 270 005010X279A1",
+  "standard": "X12",
+  "version": "005010X279A1",
+  "transactionSet": "270",
+  "functionalIdCode": "HS",
+  "segments": [
+    {
+      "segmentId": "ST",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 3,
+          "fixedValue": "270"
+        },
+        {
+          "position": 2,
+          "dataType": "AN",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 9
+        },
+        {
+          "position": 3,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 35,
+          "fixedValue": "005010X279A1"
+        }
+      ]
+    },
+    {
+      "segmentId": "BHT",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 4
+        },
+        {
+          "position": 2,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2
+        },
+        {
+          "position": 3,
+          "dataType": "AN",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 50
+        },
+        {
+          "position": 4,
+          "dataType": "DT",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 8
+        }
+      ]
+    },
+    {
+      "segmentId": "HL",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "loopId": "2000A",
+      "parentLoopId": null,
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "N0",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 2,
+          "dataType": "N0",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 3,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2,
+          "fixedValue": "20"
+        },
+        {
+          "position": 4,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 1,
+          "codes": [
+            "0",
+            "1"
+          ]
+        }
+      ]
+    },
+    {
+      "segmentId": "NM1",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "loopId": "2100A",
+      "parentLoopId": "2000A",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 3,
+          "fixedValue": "PR"
+        },
+        {
+          "position": 2,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 1,
+          "codes": [
+            "1",
+            "2"
+          ]
+        },
+        {
+          "position": 3,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 60
+        },
+        {
+          "position": 4,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 35
+        },
+        {
+          "position": 8,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 2
+        },
+        {
+          "position": 9,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 80
+        }
+      ]
+    },
+    {
+      "segmentId": "HL",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "loopId": "2000B",
+      "parentLoopId": "2000A",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "N0",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 2,
+          "dataType": "N0",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 3,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2,
+          "fixedValue": "21"
+        },
+        {
+          "position": 4,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 1,
+          "codes": [
+            "0",
+            "1"
+          ]
+        }
+      ]
+    },
+    {
+      "segmentId": "NM1",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "loopId": "2100B",
+      "parentLoopId": "2000B",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 3,
+          "fixedValue": "1P"
+        },
+        {
+          "position": 2,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 1,
+          "codes": [
+            "1",
+            "2"
+          ]
+        },
+        {
+          "position": 3,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 60
+        },
+        {
+          "position": 4,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 35
+        },
+        {
+          "position": 8,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 2
+        },
+        {
+          "position": 9,
+          "dataType": "AN",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 80
+        }
+      ]
+    },
+    {
+      "segmentId": "HL",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "loopId": "2000C",
+      "parentLoopId": "2000B",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "N0",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 2,
+          "dataType": "N0",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 12
+        },
+        {
+          "position": 3,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2,
+          "fixedValue": "22"
+        },
+        {
+          "position": 4,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 1,
+          "codes": [
+            "0",
+            "1"
+          ]
+        }
+      ]
+    },
+    {
+      "segmentId": "TRN",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 2,
+      "loopId": "2000C",
+      "parentLoopId": "2000B",
+      "loopMaxRepeat": 999,
+      "elements": [
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src/main/resources/edi/guides/834-005010X220A1.json

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+      "minUse": 0,
+      "maxUse": 1,
+      "loopId": "2100",
+      "parentLoopId": "2000",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "MOA",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 1,
+      "loopId": "2100",
+      "parentLoopId": "2000",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "REF",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 10,
+      "loopId": "2100",
+      "parentLoopId": "2000",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "DTM",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 10,
+      "loopId": "2100",
+      "parentLoopId": "2000",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "AMT",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 10,
+      "loopId": "2100",
+      "parentLoopId": "2000",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "SVC",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 1,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2,
+          "componentPosition": 1
+        },
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 5,
+          "componentPosition": 2,
+          "source": "EXTERNAL",
+          "externalCodeSet": "HCPCS"
+        },
+        {
+          "position": 2,
+          "dataType": "R",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 3,
+          "dataType": "R",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 18
+        }
+      ]
+    },
+    {
+      "segmentId": "DTM",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 5,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "CAS",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 99,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 2
+        },
+        {
+          "position": 2,
+          "dataType": "ID",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 3,
+          "dataType": "R",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 4,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        },
+        {
+          "position": 5,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 6,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 7,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        },
+        {
+          "position": 8,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 9,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 10,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        },
+        {
+          "position": 11,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 12,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 13,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        },
+        {
+          "position": 14,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 15,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 16,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        },
+        {
+          "position": 17,
+          "dataType": "ID",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 5,
+          "source": "EXTERNAL",
+          "externalCodeSet": "CARC"
+        },
+        {
+          "position": 18,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 19,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 15
+        }
+      ]
+    },
+    {
+      "segmentId": "REF",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 10,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "AMT",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 5,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "LQ",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 20,
+      "loopId": "2110",
+      "parentLoopId": "2100",
+      "loopMaxRepeat": 999
+    },
+    {
+      "segmentId": "PLB",
+      "usage": "SITUATIONAL",
+      "minUse": 0,
+      "maxUse": 99,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "AN",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 50
+        },
+        {
+          "position": 2,
+          "dataType": "DT",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 8
+        },
+        {
+          "position": 4,
+          "dataType": "R",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 6,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 8,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 10,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 12,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        },
+        {
+          "position": 14,
+          "dataType": "R",
+          "usage": "SITUATIONAL",
+          "minLength": 1,
+          "maxLength": 18
+        }
+      ]
+    },
+    {
+      "segmentId": "SE",
+      "usage": "REQUIRED",
+      "minUse": 1,
+      "maxUse": 1,
+      "elements": [
+        {
+          "position": 1,
+          "dataType": "N0",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 10
+        },
+        {
+          "position": 2,
+          "dataType": "AN",
+          "usage": "REQUIRED",
+          "minLength": 1,
+          "maxLength": 9
+        }
+      ]
+    }
+  ]
+}

src/main/resources/edi/guides/999-005010X231A1.json

@@ -1,5 +1,5 @@
 {
-  "name": "QQQ baseline 999 005010X231A1",
+  "name": "QQQ baseline guide 999 005010X231A1",
   "standard": "X12",
   "version": "005010X231A1",
   "transactionSet": "999",

src/test/java/com/kingsrook/qbits/edi/HealthcareSupport.java

@@ -0,0 +1,239 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi;
+
+
+import java.io.ByteArrayInputStream;
+import java.math.BigDecimal;
+import java.nio.charset.StandardCharsets;
+import java.sql.Connection;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.List;
+import com.fasterxml.jackson.databind.JsonNode;
+import com.kingsrook.qbits.edi.storage.EdiRecords;
+import com.kingsrook.qbits.edi.support.SystemWrites;
+import com.kingsrook.qbits.edi.x12.X12EnvelopeReader;
+import com.kingsrook.qbits.edi.x12.X12Interchange;
+import com.kingsrook.qbits.edi.x12.X12Segment;
+import com.kingsrook.qbits.edi.x12.X12Separators;
+import com.kingsrook.qbits.edi.x12.X12TransactionSet;
+import com.kingsrook.qbits.edi.x12.X12Writer;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.instances.QInstanceEnricher;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QCriteriaOperator;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
+import com.kingsrook.qqq.backend.core.model.metadata.joins.JoinOn;
+import com.kingsrook.qqq.backend.core.model.metadata.joins.JoinType;
+import com.kingsrook.qqq.backend.core.model.metadata.joins.QJoinMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.Association;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.model.session.QSystemUserSession;
+import com.kingsrook.qqq.backend.module.rdbms.jdbc.ConnectionManager;
+import com.kingsrook.qqq.backend.module.rdbms.model.metadata.RDBMSBackendMetaData;
+
+
+/*******************************************************************************
+ ** Seeded synthetic healthcare fixtures and host tables; never used in main code.
+ ** NPI 1234567893 is a documented checksum test value, not a provider identity.
+ *******************************************************************************/
+public final class HealthcareSupport
+{
+   /*******************************************************************************
+    ** Test-only schema with classified target fields and actual QQQ associations.
+    *******************************************************************************/
+   public static void tables() throws Exception
+   {
+      table("sample_claim", "claimNumber", "memberId", "patientName", "diagnosis", "totalCharge:DECIMAL");
+      table("sample_claim_line", "parentId:INTEGER", "lineNumber:INTEGER", "procedureCode", "charge:DECIMAL");
+      table("sample_remittance", "trace", "payment:DECIMAL");
+      table("sample_remittance_claim", "parentId:INTEGER", "claimNumber", "patientName", "memberId", "charge:DECIMAL", "paid:DECIMAL");
+      table("sample_eligibility_request", "trace", "memberId", "patientName");
+      table("sample_eligibility_response", "trace", "memberId", "patientName", "benefit", "serviceType");
+      table("sample_claim_status", "trace", "memberId", "patientName", "claimNumber", "category", "statusCode");
+      table("sample_enrollment", "reference");
+      table("sample_enrollment_member", "parentId:INTEGER", "memberId", "patientName", "birthDate:DATE", "coverage");
+      association("sample_claim", "sample_claim_line", "lines");
+      association("sample_remittance", "sample_remittance_claim", "claims");
+      association("sample_enrollment", "sample_enrollment_member", "members");
+      var instance = QContext.getQInstance();
+      EdiRuntime.current().config().withServiceSessionSupplier(() -> new QSystemUserSession(instance));
+   }
+
+   /*******************************************************************************
+    ** Define one table and its H2 schema; fields are STRING unless suffixed with a type.
+    *******************************************************************************/
+   private static void table(String name, String... fields) throws Exception
+   {
+      var instance = QContext.getQInstance();
+      String backend = EdiRuntime.current().config().getBackendName();
+      var table = new QTableMetaData().withName(name).withLabel(name).withBackendName(backend).withPrimaryKeyField("id")
+         .withField(new QFieldMetaData("id", QFieldType.INTEGER).withBackendName("id"));
+      for(String field : fields)
+      {
+         String[] parts = field.split(":");
+         table.withField(new QFieldMetaData(parts[0], parts.length > 1 ? QFieldType.valueOf(parts[1]) : QFieldType.STRING).withBackendName(QInstanceEnricher.inferBackendName(parts[0]))
+            .withSupplementalMetaData(new com.kingsrook.qbits.edi.security.EdiClassifications(parts[0].equals("parentId") ? "CONFIDENTIAL" : "PHI")));
+      }
+      instance.addTable(table);
+      try(Connection connection = ConnectionManager.getConnection((RDBMSBackendMetaData) instance.getBackend(backend)); var statement = connection.createStatement())
+      {
+         statement.execute(H2Support.ddl(table, false));
+      }
+   }
+
+   /*******************************************************************************
+    ** Join-backed child records, as the retail samples do.
+    *******************************************************************************/
+   private static void association(String parent, String child, String name)
+   {
+      var instance = QContext.getQInstance();
+      String join = parent + "_" + name;
+      instance.getTable(parent).withAssociation(new Association().withName(name).withAssociatedTableName(child).withJoinName(join));
+      instance.addJoin(new QJoinMetaData().withName(join).withType(JoinType.ONE_TO_MANY).withLeftTable(parent).withRightTable(child).withJoinOn(new JoinOn("id", "parentId")));
+   }
+
+   /*******************************************************************************
+    ** Version and group identifiers for the eight original baselines.
+    *******************************************************************************/
+   public static String version(String key)
+   {
+      return (switch(key)
+      {
+         case "837P" -> "005010X222A1";
+         case "837I" -> "005010X223A2";
+         case "835" -> "005010X221A1";
+         case "270", "271" -> "005010X279A1";
+         case "276", "277" -> "005010X212";
+         default -> "005010X220A1";
+      });
+   }
+
+   /*******************************************************************************
+    ** Functional identifiers are routing metadata, never patient information.
+    *******************************************************************************/
+   public static String group(String key)
+   {
+      return (switch(key)
+      {
+         case "837P", "837I" -> "HC";
+         case "835" -> "HP";
+         case "270" -> "HS";
+         case "271" -> "HB";
+         case "276" -> "HR";
+         case "277" -> "HN";
+         default -> "BE";
+      });
+   }
+
+   /*******************************************************************************
+    ** Reproducible member and claim references; no production names or identifiers.
+    *******************************************************************************/
+   public static String body(String key, long seed)
+   {
+      var random = new java.util.Random(seed);
+      String member = String.format("SYN%06d", random.nextInt(1000000));
+      String claim = String.format("SYNCLM%06d", random.nextInt(1000000));
+      if(key.startsWith("837"))
+      {
+         boolean inpatient = key.equals("837I");
+         return ("BHT*0019*00*SYNBATCH*20261015*1200*CH~"
+            + "NM1*41*2*Synthetic Submitter*****46*SYN~NM1*40*2*Synthetic Receiver*****46*SYN~"
+            + "HL*1**20*1~NM1*85*2*Synthetic Practice*****XX*1234567893~N3*1 Synthetic Way~N4*Testville*IL*60000~"
+            + "HL*2*1*22*0~SBR*P*18*******CI~NM1*IL*1*Testpatient Alpha*****MI*" + member + "~DMG*D8*19800101*U~NM1*PR*2*Synthetic Plan*****PI*SYNPLAN~"
+            + "CLM*" + claim + "*150***" + (inpatient ? "11:A:1" : "11:B:1") + "~"
+            + (inpatient ? "DTP*434*RD8*20261014-20261015~" : "") + "HI*ABK:A123~"
+            + "LX*1~" + (inpatient ? "SV2*0300*HC:S0001*100*UN*1~" : "SV1*HC:S0001*100*UN*1~") + "DTP*472*D8*20261015~"
+            + "LX*2~" + (inpatient ? "SV2*0300*HC:S0002*50*UN*1~" : "SV1*HC:S0002*50*UN*1~") + "DTP*472*D8*20261015~");
+      }
+      if(key.equals("835"))
+      {
+         return ("BPR*I*115*C*CHK************20261015~TRN*1*SYNTRACE" + seed + "~N1*PR*Synthetic Plan~N1*PE*Synthetic Practice~"
+            + "LX*1~CLP*" + claim + "*1*150*120*30~CAS*PR*1*10~NM1*QC*1*Testpatient Alpha~NM1*IL*1*Testpatient Alpha*****MI*" + member + "~"
+            + "SVC*HC:S0001*100*80~DTM*472*20261015~CAS*CO*45*20~SVC*HC:S0002*50*40~DTM*472*20261015~"
+            + "PLB*1234567893*20261231*WO:SYNADJ*5~");
+      }
+      if(key.equals("834"))
+      {
+         return ("BGN*00*SYNENROLL" + seed + "*20261015*1200~N1*P5*Synthetic Sponsor~N1*IN*Synthetic Plan~"
+            + "INS*Y*18*021~REF*0F*" + member + "~NM1*IL*1*Testpatient Alpha~DMG*D8*19800101*U~HD*021**HLT~DTP*348*D8*20261015~");
+      }
+      String head = "BHT*0022*13*SYNBATCH*20261015*1200~HL*1**20*1~NM1*PR*2*Synthetic Plan*****PI*SYNPLAN~"
+         + "HL*2*1*21*1~NM1*1P*2*Synthetic Practice*****XX*1234567893~HL*3*2*22*0~";
+      return (head + (key.equals("270") || key.equals("271") ? "TRN*1*SYNTRACE" + seed + "~" : "")
+         + "NM1*IL*1*Testpatient Alpha*****MI*" + member + "~"
+         + (key.equals("270") ? "EQ*30~" : key.equals("271") ? "EB*1**30~" : "TRN*1*SYNTRACE" + seed + "~"
+         + (key.equals("277") ? "STC*A1:19*20261015~" : "") + "REF*EJ*" + claim + "~"));
+   }
+
+   /*******************************************************************************
+    ** Wrap raw synthetic segments using real ISA widths and counted ST/SE boundaries.
+    *******************************************************************************/
+   public static String interchange(String key, int control, String body)
+   {
+      String version = version(key);
+      String set = key.startsWith("837") ? "837" : key;
+      String isa = new X12Writer().write(List.of(X12Segment.of("ISA", 0, "00", "", "00", "", "ZZ", "CEDAR", "ZZ", "QQQTEST", "261015", "1200", "^", "00501", String.format("%09d", control), "0", "T", ":")), X12Separators.DEFAULT, "");
+      return (isa + "GS*" + group(key) + "*CEDAR*QQQTEST*20261015*1200*" + control + "*X*" + version + "~ST*" + set + "*0001*" + version + "~"
+         + body + "SE*" + (body.split("~").length + 2) + "*0001~GE*1*" + control + "~IEA*1*" + String.format("%09d", control) + "~");
+   }
+
+   /*******************************************************************************
+    ** Seed the healthcare partner and sample agreement documents as normal records.
+    *******************************************************************************/
+   public static QRecord configure() throws Exception
+   {
+      return (SystemWrites.call(() ->
+      {
+         QRecord partner = SystemWrites.insert("edi_partner", new QRecord().withValue("name", "Cedar Health Clearinghouse").withValue("code", "CEDAR")
+            .withValue("status", "ACTIVE").withValue("containsPhi", true).withValue("contactEmail", "cedar@example.invalid"));
+         var locals = EdiRecords.query("edi_identity", EdiRecords.equal("interchangeId", "QQQTEST"));
+         QRecord local = locals.isEmpty() ? SystemWrites.insert("edi_identity", new QRecord().withValue("standard", "X12").withValue("interchangeQualifier", "ZZ").withValue("interchangeId", "QQQTEST").withValue("applicationCode", "QQQTEST")) : locals.getFirst();
+         QRecord remote = SystemWrites.insert("edi_identity", new QRecord().withValue("partnerId", partner.getValue("id")).withValue("standard", "X12").withValue("interchangeQualifier", "ZZ").withValue("interchangeId", "CEDAR").withValue("applicationCode", "CEDAR"));
+         QRecord transport = SystemWrites.insert("edi_transport", new QRecord().withValue("partnerId", partner.getValue("id")).withValue("name", "cedar-gateway").withValue("type", "GATEWAY")
+            .withValue("direction", "BOTH").withValue("gatewayEndpointName", "cedar-outbox").withValue("isActive", true));
+         QRecord agreement = SystemWrites.insert("edi_agreement", new QRecord().withValue("partnerId", partner.getValue("id")).withValue("localIdentityId", local.getValue("id")).withValue("partnerIdentityId", remote.getValue("id"))
+            .withValue("standard", "X12").withValue("usageIndicator", "T").withValue("applyTestDocuments", true).withValue("isActive", true).withValue("interchangeVersion", "00501")
+            .withValue("inboundTransportId", transport.getValue("id")).withValue("outboundTransportId", transport.getValue("id")));
+         for(String key : List.of("837P", "837I", "835", "270", "271", "276", "277", "834"))
+         {
+            QRecord map = LogisticsSupport.installMap(key, version(key));
+            SystemWrites.insert("edi_agreement_document", new QRecord().withValue("agreementId", agreement.getValue("id")).withValue("direction", map.getValue("direction"))
+               .withValue("transactionSet", map.getValue("transactionSet")).withValue("version", version(key)).withValue("functionalIdCode", group(key))
+               .withValue("guideId", map.getValue("guideId")).withValue("mapId", map.getValue("id")).withValue("ackExpectation", "999").withValue("ackLevel", "ALL_TRANSACTIONS")
+               .withValue("sourceTableName", map.getValueString("direction").equals("OUTBOUND") ? map.getValue("tableName") : null).withValue("isActive", true));
+         }
+         return (agreement);
+      }));
+   }
+
+   /*******************************************************************************
+    ** Normal durable intake and parsing, shared with the demo.
+    *******************************************************************************/
+   public static void receive(String key, int control, String body) throws Exception
+   {
+      new com.kingsrook.qbits.edi.flow.InboundSink(EdiRuntime.current().payloads()).receive(new com.kingsrook.qbits.edi.flow.InboundPayload("GATEWAY", "health-" + control,
+         "synthetic-healthcare.edi", "127.0.0.1", new ByteArrayInputStream(interchange(key, control, body).getBytes(StandardCharsets.US_ASCII))));
+      new com.kingsrook.qbits.edi.flow.InboxWorker().runOnce();
+   }
+}

src/test/java/com/kingsrook/qbits/edi/HealthcareTest.java

@@ -0,0 +1,279 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi;
+
+
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import com.kingsrook.qbits.edi.ack.AckLevel;
+import com.kingsrook.qbits.edi.ack.Ack999Builder;
+import com.kingsrook.qbits.edi.guide.BuiltInGuideLoader;
+import com.kingsrook.qbits.edi.guide.GuideValidator;
+import com.kingsrook.qbits.edi.guide.HealthcareValidation;
+import com.kingsrook.qbits.edi.guide.ValidationFinding;
+import com.kingsrook.qbits.edi.map.InboundMapper;
+import com.kingsrook.qbits.edi.map.OutboundMapper;
+import com.kingsrook.qbits.edi.map.TransformRegistry;
+import com.kingsrook.qbits.edi.storage.EdiRecords;
+import com.kingsrook.qbits.edi.support.SystemWrites;
+import com.kingsrook.qbits.edi.x12.X12Separators;
+import com.kingsrook.qbits.edi.x12.X12Writer;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import org.junit.jupiter.api.AfterEach;
+import org.junit.jupiter.api.Test;
+import org.junit.jupiter.params.ParameterizedTest;
+import org.junit.jupiter.params.provider.ValueSource;
+import static org.assertj.core.api.Assertions.assertThat;
+
+
+/*******************************************************************************
+ ** Original healthcare baselines, balances, situational failures and classified flows.
+ *******************************************************************************/
+class HealthcareTest
+{
+   /*******************************************************************************
+    ** Restore the calling thread after database tests.
+    *******************************************************************************/
+   @AfterEach
+   void clear()
+   {
+      QContext.clear();
+   }
+
+   /*******************************************************************************
+    ** Validate a synthetic body including its real envelopes and transaction controls.
+    *******************************************************************************/
+   private static List<ValidationFinding> validate(String key, String body) throws Exception
+   {
+      var tx = LogisticsSupport.read(HealthcareSupport.interchange(key, 1, body)).groups().getFirst().transactions().getFirst();
+      assertThat(tx.findings()).isEmpty();
+      return (new GuideValidator().validate(tx, new BuiltInGuideLoader().resource(key + "-" + HealthcareSupport.version(key)), true));
+   }
+
+   /*******************************************************************************
+    ** All eight baseline guides accept their seeded fixtures, including format checks.
+    *******************************************************************************/
+   @ParameterizedTest
+   @ValueSource(strings = {"837P", "837I", "835", "270", "271", "276", "277", "834"})
+   void baseline(String key) throws Exception
+   {
+      assertThat(validate(key, HealthcareSupport.body(key, 123))).isEmpty();
+   }
+
+   /*******************************************************************************
+    ** Every inbound map writes the synthetic identifiers and associated records.
+    *******************************************************************************/
+   @ParameterizedTest
+   @ValueSource(strings = {"837P", "837I", "835", "271", "277", "834"})
+   void inboundMap(String key) throws Exception
+   {
+      var tx = LogisticsSupport.read(HealthcareSupport.interchange(key, 1, HealthcareSupport.body(key, 123))).groups().getFirst().transactions().getFirst();
+      List<QRecord> rules = new ArrayList<>();
+      var map = LogisticsSupport.definition(key, HealthcareSupport.version(key), rules);
+      var result = new InboundMapper(new TransformRegistry()).map(tx, new BuiltInGuideLoader().resource(key + "-" + HealthcareSupport.version(key)), map, rules);
+      assertThat(result.businessKey()).startsWith("SYN");
+      if(key.startsWith("837"))
+      {
+         assertThat(result.record().getValueString("patientName")).isEqualTo("Testpatient Alpha");
+         assertThat(result.record().getValueBigDecimal("totalCharge")).isEqualByComparingTo("150");
+         assertThat(result.record().getAssociatedRecords().get("lines")).hasSize(2);
+         assertThat(result.record().getAssociatedRecords().get("lines").getLast().getValueBigDecimal("charge")).isEqualByComparingTo("50");
+      }
+      if(key.equals("835"))
+      {
+         assertThat(result.record().getAssociatedRecords().get("claims")).hasSize(1);
+      }
+      if(key.equals("834"))
+      {
+         assertThat(result.record().getAssociatedRecords().get("members")).hasSize(1);
+      }
+   }
+
+   /*******************************************************************************
+    ** Missing situational data produces SNIP 4 findings, never submitted values.
+    *******************************************************************************/
+   @Test
+   void situationalFailures() throws Exception
+   {
+      String body = HealthcareSupport.body("837P", 123);
+      String dependent = body.replace("SBR*P*18", "SBR*P*19").replace("~CLM*", "~HL*3*2*23*0~PAT*19~NM1*QC*1*Testpatient Beta~CLM*");
+      assertThat(validate("837P", dependent)).isEmpty();
+      List<QRecord> dependentRules = new ArrayList<>();
+      var fixture = LogisticsSupport.definition("837P", "005010X222A1", dependentRules);
+      var dependentTx = LogisticsSupport.read(HealthcareSupport.interchange("837P", 1, dependent)).groups().getFirst().transactions().getFirst();
+      var dependentMap = new InboundMapper(new TransformRegistry()).map(dependentTx, new BuiltInGuideLoader().resource("837P-005010X222A1"), fixture, dependentRules);
+      assertThat(dependentMap.record().getValueString("patientName")).isEqualTo("Testpatient Beta");
+      for(String invalid : List.of(body.replace("SBR*P*18", "SBR*P*19"), dependent.replace("SBR*P*19", "SBR*P*18"),
+         dependent.replace("PAT*19~", ""), body.replace("HI*ABK:A123~", ""), body.replaceFirst("DTP\\*472\\*D8\\*20261015~", "")))
+      {
+         assertThat(validate("837P", invalid)).anyMatch(f -> f.snipLevel() == 4);
+      }
+      assertThat(validate("837I", HealthcareSupport.body("837I", 123).replace("DTP*434*RD8*20261014-20261015~", ""))).anyMatch(f -> f.snipLevel() == 4);
+      assertThat(validate("834", HealthcareSupport.body("834", 123).replace("DMG*D8*19800101*U~", ""))).anyMatch(f -> f.snipLevel() == 4);
+      String claimDate = body.replace("HI*", "DTP*472*D8*20261015~HI*").replace("~DTP*472*D8*20261015~LX", "~LX");
+      assertThat(validate("837P", claimDate)).isEmpty();
+   }
+
+   /*******************************************************************************
+    ** Exact decimal balancing and implementation acknowledgement text with no values.
+    *******************************************************************************/
+   @Test
+   void balanceAndExact999() throws Exception
+   {
+      String body = HealthcareSupport.body("837P", 123).replace("*150***", "*150.01***");
+      var findings = validate("837P", body);
+      assertThat(findings).singleElement().satisfies(f -> assertThat(f.snipLevel()).isEqualTo(3));
+      var group = LogisticsSupport.read(HealthcareSupport.interchange("837P", 1, body)).groups().getFirst();
+      var ack = new Ack999Builder().build(group, Map.of("0001", findings), AckLevel.ALL_TRANSACTIONS, "0002");
+      assertThat(new X12Writer().write(ack.segments(), X12Separators.DEFAULT, "")).isEqualTo(
+         "ST*999*0002*005010X231A1~AK1*HC*1*005010X222A1~AK2*837*0001*005010X222A1~IK3*CLM*14*2300*8~IK4*2**7~CTX*SITUATIONAL TRIGGER*CLM*14*2300*2~IK5*E~AK9*E*1*1*1~SE*9*0002~");
+      assertThat(new GuideValidator().validate(ack, new BuiltInGuideLoader().resource("999-005010X231A1"), false)).isEmpty();
+      assertThat(validate("837I", HealthcareSupport.body("837I", 123).replace("*150***", "*149.99***"))).anyMatch(f -> f.snipLevel() == 3);
+      String remit = HealthcareSupport.body("835", 123);
+      assertThat(validate("835", remit.replace("BPR*I*115", "BPR*I*115.01"))).anyMatch(f -> f.snipLevel() == 3 && f.segmentId().equals("BPR"));
+      assertThat(validate("835", remit.replace("CAS*CO*45*20", "CAS*CO*45*19.99"))).anyMatch(f -> f.snipLevel() == 3 && f.segmentId().equals("CLP"));
+      assertThat(validate("835", remit.replace("BPR*I*115", "BPR*I*125").replace("WO:SYNADJ*5", "WO:SYNADJ*-5"))).isEmpty();
+      assertThat(validate("835", remit.replace("CAS*CO*45*20", "CAS*CO*45*10*1*94*10"))).isEmpty();
+   }
+
+   /*******************************************************************************
+    ** Licensed membership is optional, format checks and NPI checksum are deterministic.
+    *******************************************************************************/
+   @Test
+   void formatsAndExternalCodes() throws Exception
+   {
+      assertThat(HealthcareValidation.validNpi("1234567893")).isTrue();
+      assertThat(HealthcareValidation.validNpi("1234567890")).isFalse();
+      String body = HealthcareSupport.body("837P", 123);
+      for(String invalid : List.of(body.replace("1234567893", "1234567890"), body.replace("60000", "ZIPBAD"), body.replace("ABK:A123", "ABK:BAD!")))
+      {
+         assertThat(validate("837P", invalid)).anyMatch(f -> f.snipLevel() == 5);
+      }
+      var calls = new ArrayList<String>();
+      var config = new EdiQBitConfig().withExternalCodeSetProvider((set, code, date) ->
+      {
+         calls.add(set + ":" + date);
+         return (!set.equals("ICD10CM"));
+      });
+      var tx = LogisticsSupport.read(HealthcareSupport.interchange("837P", 1, body)).groups().getFirst().transactions().getFirst();
+      var result = new GuideValidator(config).validate(tx, new BuiltInGuideLoader().resource("837P-005010X222A1"), true);
+      assertThat(result).anyMatch(f -> f.snipLevel() == 5 && f.segmentId().equals("HI"));
+      assertThat(calls).contains("ICD10CM:2026-10-15", "HCPCS:2026-10-15");
+   }
+
+   /*******************************************************************************
+    ** Outbound eligibility and claim status requests use only their classified sources.
+    *******************************************************************************/
+   @ParameterizedTest
+   @ValueSource(strings = {"270", "276"})
+   void outboundMap(String key) throws Exception
+   {
+      H2Support.create();
+      List<QRecord> rules = new ArrayList<>();
+      QRecord map = LogisticsSupport.definition(key, HealthcareSupport.version(key), rules);
+      var tx = new OutboundMapper().build(new QRecord().withValue("trace", "SYNTRACE123").withValue("memberId", "SYN000123")
+         .withValue("patientName", "Testpatient Alpha").withValue("claimNumber", "SYNCLM123"), map, rules, "0001");
+      assertThat(new GuideValidator().validate(tx, new BuiltInGuideLoader().resource(key + "-" + HealthcareSupport.version(key)), true)).isEmpty();
+   }
+
+   /*******************************************************************************
+    ** A claim cannot borrow charges, dates or patient loops from a neighboring claim.
+    *******************************************************************************/
+   @Test
+   void independentClaimsAndSituational999() throws Exception
+   {
+      String body = HealthcareSupport.body("837P", 123);
+      String claim = body.substring(body.indexOf("CLM*"));
+      String two = body + claim.replace("*150***", "*151***");
+      assertThat(validate("837P", two)).singleElement().satisfies(f -> assertThat(f.snipLevel()).isEqualTo(3));
+      String offsetting = body.replace("*150***", "*149***") + claim.replace("*150***", "*151***");
+      assertThat(validate("837P", offsetting).stream().filter(f -> f.snipLevel() == 3)).hasSize(2);
+      String missingDate = body + claim.replace("DTP*472*D8*20261015~", "");
+      assertThat(validate("837P", missingDate).stream().filter(f -> f.snipLevel() == 4)).hasSize(2);
+      String missingPatient = body.replace("SBR*P*18", "SBR*P*19");
+      var group = LogisticsSupport.read(HealthcareSupport.interchange("837P", 1, missingPatient)).groups().getFirst();
+      String ack = new X12Writer().write(new Ack999Builder().build(group, Map.of("0001", validate("837P", missingPatient)), AckLevel.ALL_TRANSACTIONS, "0002").segments(), X12Separators.DEFAULT, "");
+      assertThat(ack).isEqualTo("ST*999*0002*005010X231A1~AK1*HC*1*005010X222A1~AK2*837*0001*005010X222A1~IK3*SBR*10*2000B*8~CTX*SITUATIONAL TRIGGER*SBR*10*2000B*2~IK5*E~AK9*E*1*1*1~SE*8*0002~");
+      assertThat(validate("271", HealthcareSupport.body("271", 123).replace("EB*1**30~", ""))).anyMatch(f -> f.snipLevel() == 4);
+      assertThat(validate("271", HealthcareSupport.body("271", 123).replace("EB*1**30~", "AAA*Y**72*C~"))).isEmpty();
+   }
+
+   /*******************************************************************************
+    ** External code-list source and name survive normalization; the home reflects the SPI.
+    *******************************************************************************/
+   @Test
+   void externalRepositoryAndHome() throws Exception
+   {
+      H2Support.create();
+      var source = new BuiltInGuideLoader().resource("837P-005010X222A1");
+      Integer id = new com.kingsrook.qbits.edi.guide.GuideRepository().save(source, "synthetic", 1);
+      var guide = new com.kingsrook.qbits.edi.guide.GuideRepository().load(id);
+      assertThat(guide.segments().stream().flatMap(s -> s.elements().stream()).filter(e -> "EXTERNAL".equals(e.source())))
+         .allMatch(e -> e.externalCodeSet() != null && e.codes().isEmpty());
+      var runtime = EdiRuntime.current();
+      var tx = LogisticsSupport.read(HealthcareSupport.interchange("837P", 1, HealthcareSupport.body("837P", 123))).groups().getFirst().transactions().getFirst();
+      assertThat(runtime.validator().validate(tx, guide, true)).isEmpty();
+      runtime.config().withExternalCodeSetProvider((set, code, date) -> false);
+      assertThat(runtime.validator().validate(tx, guide, true)).anyMatch(f -> f.snipLevel() == 5);
+      var widget = QContext.getQInstance().getWidget("edi_home_system");
+      String json = com.kingsrook.qqq.backend.core.utils.JsonUtils.toJson(new com.kingsrook.qbits.edi.app.EdiHome()
+         .render(new com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput().withWidgetMetaData(widget)));
+      assertThat(json).contains("Provider configured");
+      runtime.config().withExternalCodeSetProvider(null);
+      json = com.kingsrook.qqq.backend.core.utils.JsonUtils.toJson(new com.kingsrook.qbits.edi.app.EdiHome()
+         .render(new com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput().withWidgetMetaData(widget)));
+      assertThat(json).contains("Format only");
+   }
+
+   /*******************************************************************************
+    ** Real persistence honors defaults, PHI keys, 999 routing and accepted-with-error apply.
+    *******************************************************************************/
+   @Test
+   void healthcarePipeline() throws Exception
+   {
+      H2Support.create();
+      HealthcareSupport.tables();
+      EdiRuntime.current().initialize();
+      HealthcareSupport.configure();
+      int control = 100;
+      for(String key : List.of("837P", "837I", "835", "271", "277", "834"))
+      {
+         HealthcareSupport.receive(key, ++control, HealthcareSupport.body(key, control));
+      }
+      HealthcareSupport.receive("837P", ++control, HealthcareSupport.body("837P", control).replace("*150***", "*151***"));
+      var rows = EdiRecords.query("edi_transaction", new QQueryFilter());
+      assertThat(rows.stream().filter(r -> "INBOUND".equals(r.getValueString("direction"))).toList()).hasSize(7).allSatisfy(r ->
+      {
+         assertThat(r.getValueString("status")).isEqualTo("APPLIED");
+         assertThat(r.getValueString("phiBusinessKey")).startsWith("SYN");
+         assertThat(r.getValueString("businessKey")).isNull();
+         assertThat(r.getValueBoolean("containsPhi")).isTrue();
+      });
+      assertThat(rows).anyMatch(r -> "E".equals(r.getValueString("ackStatus")));
+      assertThat(rows.stream().filter(r -> "OUTBOUND".equals(r.getValueString("direction"))).toList()).hasSize(7).allMatch(r -> "999".equals(r.getValueString("transactionSet")));
+      assertThat(EdiRecords.query("sample_claim_line", new QQueryFilter())).hasSize(6);
+      assertThat(EdiRecords.query("edi_transaction_error", new QQueryFilter())).allMatch(r -> r.getValue("valueExcerpt") == null);
+      assertThat(EdiRecords.query("edi_agreement_document", new QQueryFilter())).allMatch(r -> Boolean.TRUE.equals(r.getValueBoolean("containsPhi")));
+   }
+}

src/test/java/com/kingsrook/qbits/edi/PhiCanaryTest.java

@@ -0,0 +1,481 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     https://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+
+package com.kingsrook.qbits.edi;
+
+
+import java.io.ByteArrayInputStream;
+import java.net.URI;
+import java.net.http.HttpClient;
+import java.net.http.HttpRequest;
+import java.net.http.HttpResponse;
+import java.nio.charset.StandardCharsets;
+import java.time.Instant;
+import java.util.ArrayList;
+import java.util.Base64;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.UUID;
+import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
+import com.fasterxml.jackson.databind.node.ObjectNode;
+import com.kingsrook.qbits.edi.demo.EdiDemoServer;
+import com.kingsrook.qbits.edi.flow.AckMonitor;
+import com.kingsrook.qbits.edi.flow.InboundSink;
+import com.kingsrook.qbits.edi.flow.InboxWorker;
+import com.kingsrook.qbits.edi.flow.SendWorker;
+import com.kingsrook.qbits.edi.metadata.EdiTables;
+import com.kingsrook.qbits.edi.processes.EdiProcesses;
+import com.kingsrook.qbits.edi.security.EdiClassifications;
+import com.kingsrook.qbits.edi.storage.EdiRecords;
+import com.kingsrook.qbits.edi.storage.PayloadCrypto;
+import com.kingsrook.qbits.edi.storage.PreviewDownloadBackend;
+import com.kingsrook.qbits.edi.storage.RawDocumentDownload;
+import com.kingsrook.qbits.edi.support.SystemWrites;
+import com.kingsrook.qbits.edi.transport.HttpsRouteProvider;
+import com.kingsrook.qbits.edi.transport.gateway.EdiFileGatewayConsumer;
+import com.kingsrook.qbits.edi.transport.gateway.standin.FileGatewayOutbox;
+import com.kingsrook.qbits.edi.transport.gateway.standin.InboundFile;
+import com.kingsrook.qbits.edi.transport.gateway.standin.OutboxFileRef;
+import com.kingsrook.qqq.backend.core.actions.dashboard.RenderWidgetAction;
+import com.kingsrook.qqq.backend.core.actions.tables.QueryAction;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepInput;
+import com.kingsrook.qqq.backend.core.model.actions.processes.RunBackendStepOutput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QQueryFilter;
+import com.kingsrook.qqq.backend.core.model.actions.tables.query.QueryInput;
+import com.kingsrook.qqq.backend.core.model.actions.tables.storage.StorageInput;
+import com.kingsrook.qqq.backend.core.model.actions.widgets.RenderWidgetInput;
+import com.kingsrook.qqq.backend.core.model.data.QRecord;
+import com.kingsrook.qqq.backend.core.utils.JsonUtils;
+import io.javalin.Javalin;
+import org.apache.logging.log4j.LogManager;
+import org.apache.logging.log4j.core.LogEvent;
+import org.apache.logging.log4j.core.appender.AbstractAppender;
+import org.apache.logging.log4j.core.layout.PatternLayout;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
+
+
+/*******************************************************************************
+ ** End-to-end PHI egress scanner. Only explicit PHI columns may retain sentinels.
+ ** RC.5 has no secured-data tier resolver; FULL exports and positional egress run here.
+ *******************************************************************************/
+class PhiCanaryTest
+{
+   private final List<String> markers = new ArrayList<>();
+   private final ObjectMapper json = new ObjectMapper();
+
+   /*******************************************************************************
+    ** Every five-character window is enough to detect any longer leaked substring.
+    *******************************************************************************/
+   private void scan(String output, String channel)
+   {
+      for(String marker : markers)
+      {
+         for(int i = 0; i <= marker.length() - 5; i++)
+         {
+            String window = marker.substring(i, i + 5);
+            int at = output.indexOf(window);
+            assertThat(at).as("PHI substring in " + channel + (at < 0 ? "" : ": " + output.substring(0, Math.min(120, output.length())) + " ... " + output.substring(Math.max(0, at - 60), Math.min(output.length(), at + 80)))).isNegative();
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** Exempt only values and display values of metadata-classified PHI record columns.
+    ** Labels, messages, metadata, context and every other JSON property remain scanned.
+    *******************************************************************************/
+   private void exemptColumns(JsonNode node, String table)
+   {
+      if(node.isObject())
+      {
+         JsonNode records = node.get("records");
+         if(records != null && records.isArray())
+         {
+            for(JsonNode record : records)
+            {
+               for(String key : List.of("values", "displayValues"))
+               {
+                  if(record.get(key) instanceof ObjectNode values)
+                  {
+                     for(var field : QContext.getQInstance().getTable(table).getFields().values())
+                     {
+                        var classification = field.getSupplementalMetaData("edi.classification");
+                        if(classification instanceof EdiClassifications classified && classified.getClassification().equals("PHI"))
+                        {
+                           values.remove(field.getName());
+                        }
+                     }
+                  }
+               }
+            }
+         }
+      }
+      node.elements().forEachRemaining(child -> exemptColumns(child, table));
+   }
+
+   /*******************************************************************************
+    ** Scan all properties of the real serialized response, with narrow column exceptions.
+    *******************************************************************************/
+   private void response(Object output, String table, String channel) throws Exception
+   {
+      JsonNode node = json.readTree(JsonUtils.toJson(output));
+      if(table != null)
+      {
+         exemptColumns(node, table);
+      }
+      scan(node.toString(), channel);
+   }
+
+   /*******************************************************************************
+    ** Force distinct field sentinels twice, across both ingress contracts and replays.
+    *******************************************************************************/
+   @Test
+   void allAvailableEgress() throws Exception
+   {
+      try(EdiDemoServer demo = new EdiDemoServer(); HttpClient client = HttpClient.newHttpClient())
+      {
+         demo.seed();
+         var instance = demo.defineQInstance();
+         CapturedAlerts.outputs.clear();
+         com.kingsrook.qqq.backend.core.alerts.AlertsInstanceMetaData.ofOrWithNew(instance).withSink(new com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference(CapturedAlerts.class));
+         // A test-only widened diagnosis field allows the long marker through mapping;
+         // its invalid code shape still exercises SNIP 5, and separate documents force SNIP 2.
+         SystemWrites.call(() ->
+         {
+            for(QRecord segment : EdiRecords.query("edi_guide_segment", EdiRecords.equal("segmentId", "HI")))
+            {
+               for(QRecord element : EdiRecords.query("edi_guide_element", EdiRecords.equal("guideSegmentId", segment.getValue("id"))))
+               {
+                  SystemWrites.update("edi_guide_element", new QRecord().withValue("id", element.getValue("id")).withValue("maxLength", 80));
+               }
+            }
+            SystemWrites.insert("edi_transport", new QRecord().withValue("name", "canary-ingress").withValue("type", "HTTPS").withValue("direction", "INBOUND")
+               .withValue("isActive", true).withValue("httpsInboundAuth", "BEARER").withValue("httpsSecretEnvVar", "SYNTHETIC_HTTP_KEY"));
+            return (null);
+         });
+         EdiRuntime.current().config().withSecretsResolver(name -> name.equals("SYNTHETIC_HTTP_KEY") ? "synthetic-auth" : Base64.getEncoder().encodeToString(new byte[32]));
+         var provider = new HttpsRouteProvider();
+         provider.setQInstance(instance);
+         var server = Javalin.create(provider::acceptJavalinConfig).start(0);
+         var capture = new CapturedLogs();
+         var logger = (org.apache.logging.log4j.core.Logger) LogManager.getRootLogger();
+         capture.start();
+         logger.addAppender(capture);
+         List<String> transports = new ArrayList<>();
+         FileGatewayOutbox.register((endpoint, name, stream, size) ->
+         {
+            transports.add(new String(stream.readAllBytes(), StandardCharsets.US_ASCII));
+            return (new OutboxFileRef(transports.size(), endpoint, name, name, size, null, Instant.now()));
+         });
+         try
+         {
+            int control = 800;
+            List<QRecord> received = new ArrayList<>();
+            for(int variant = 0; variant < 2; variant++)
+            {
+               List<String> fields = new ArrayList<>();
+               for(int field = 0; field < 4; field++)
+               {
+                  String marker = "CANARY-PHI-" + UUID.randomUUID().toString().substring(0, 8).replaceAll("(.)", "Z$1");
+                  fields.add(marker);
+                  markers.add(marker);
+               }
+               for(String key : List.of("837P", "835"))
+               {
+                  String body = HealthcareSupport.body(key, 123).replace("Testpatient Alpha", fields.get(0))
+                     .replaceAll("SYN[0-9]{6}", fields.get(1)).replaceAll("SYNCLM[0-9]{6}", fields.get(2));
+                  if(key.equals("837P"))
+                  {
+                     body = body.replace("ABK:A123", "ABK:" + fields.get(3)).replace("*150***", "*150.01***").replace("SBR*P*18", "SBR*P*19");
+                  }
+                  else
+                  {
+                     body = body.replace("SVC*HC:S0001", "REF*DX*" + fields.get(3) + "~SVC*HC:S0001").replace("BPR*I*115", "BPR*I*115.01");
+                  }
+                  String raw = HealthcareSupport.interchange(key, ++control, body);
+                  byte[] bytes = raw.getBytes(StandardCharsets.US_ASCII);
+                  if(variant == 0)
+                  {
+                     var file = new InboundFile(control, "cedar-inbox", "synthetic-user", "synthetic-user", "127.0.0.1", "/", fields.get(1) + ".edi",
+                        bytes.length, PayloadCrypto.digest(bytes), Instant.now(), null, null, () -> new ByteArrayInputStream(bytes));
+                     response(new EdiFileGatewayConsumer(new InboundSink(EdiRuntime.current().payloads())).accept(file), null, "gateway reply");
+                  }
+                  else
+                  {
+                     var reply = client.send(HttpRequest.newBuilder(URI.create("http://localhost:" + server.port() + "/qqq/hooks/edi/https/canary-ingress"))
+                        .header("Authorization", "Bearer synthetic-auth").POST(HttpRequest.BodyPublishers.ofByteArray(bytes)).build(), HttpResponse.BodyHandlers.ofString());
+                     assertThat(reply.statusCode()).isEqualTo(202);
+                     scan(reply.body() + reply.headers(), "HTTPS response");
+                  }
+                  assertThat(new InboxWorker().runOnce()).isEqualTo(1);
+                  var transaction = rows("edi_transaction").stream().filter(r -> fields.get(2).equals(r.getValueString("phiBusinessKey")) || key.equals("835") && "SYNTRACE123".equals(r.getValueString("phiBusinessKey")))
+                     .reduce((a, b) -> b).orElseThrow();
+                  assertThat(transaction.getValueString("status")).isEqualTo("APPLIED");
+                  received.add(transaction);
+                  // Force a structural rejection with the same markers in the same fields.
+                  HealthcareSupport.receive(key, ++control, body.replace(key.equals("837P") ? "SV1*HC:S0001*100" : "BPR*I*115.01", key.equals("837P") ? "SV1*HC:S0001*BAD" : "BPR*I*BAD"));
+               }
+            }
+            assertThat(rows("edi_transaction_error")).extracting(r -> r.getValueInteger("snipLevel")).contains(2, 3, 4);
+            QRecord first = received.getFirst();
+            QRecord archived = rows("edi_interchange").stream().filter(r -> first.getValue("interchangeId").equals(r.getValue("id"))).findFirst().orElseThrow();
+            QRecord sample = SystemWrites.call(() -> SystemWrites.insert("edi_map_sample", new QRecord().withValue("mapId", first.getValue("mapId"))
+               .withValue("name", "Synthetic PHI preview").withValue("payloadRef", archived.getValue("payloadRef")).withValue("expectedResultJson", "{\"clinicalKey\":\"" + markers.getFirst() + "\"}")));
+            process("edi_map_sample_preview", sample);
+            for(QRecord transaction : received)
+            {
+               process("edi_transaction_reprocess", transaction);
+               assertThat(new InboxWorker().runOnce()).isEqualTo(1);
+            }
+            for(QRecord exception : rows("edi_exception"))
+            {
+               process("edi_exception_resolve", exception);
+            }
+            while(new SendWorker().runOnce() > 0)
+            {
+               // Capture all eligible acknowledgement transports.
+            }
+            QRecord ack = rows("edi_outbound_message").stream().filter(r -> r.getValue("ackForGroupId") != null && "SENT".equals(r.getValueString("status"))).reduce((a, b) -> b).orElseThrow();
+            process("edi_outbound_message_resend", ack);
+            new SendWorker().runOnce();
+            assertThat(transports).isNotEmpty();
+            transports.forEach(payload -> scan(payload, "non-PHI acknowledgement transport"));
+            // Actual overdue alerts, with complete serialized signals captured by the sink.
+            QRecord group = rows("edi_functional_group").getFirst();
+            SystemWrites.call(() -> { SystemWrites.update("edi_functional_group", new QRecord().withValue("id", group.getValue("id")).withValue("ackStatus", "PENDING").withValue("ackDueAt", Instant.now().minusSeconds(60))); return (null); });
+            new AckMonitor().runOnce();
+            assertThat(CapturedAlerts.outputs).isNotEmpty();
+            CapturedAlerts.outputs.forEach(output -> scan(output, "alerts"));
+            for(var table : instance.getTables().values())
+            {
+               if(table.getName().startsWith("edi_") && !table.getName().equals(PreviewDownloadBackend.TABLE))
+               {
+                  var output = new QueryAction().execute(new QueryInput(table.getName()).withFilter(new QQueryFilter()).withShouldFetchHeavyFields(true));
+                  response(output, table.getName(), "export " + table.getName());
+               }
+            }
+            int rendered = 0;
+            for(var widget : instance.getWidgets().values())
+            {
+               var join = EdiTables.joins().stream().filter(j -> j.getName().equals(widget.getName())).findFirst();
+               if(join.isEmpty())
+               {
+                  response(new RenderWidgetAction().execute(new RenderWidgetInput().withWidgetMetaData(widget)), null, widget.getName());
+               }
+               else
+               {
+                  for(QRecord parent : rows(join.get().getLeftTable()))
+                  {
+                     var params = new HashMap<>(Map.of("tableName", join.get().getLeftTable(), "id", parent.getValueString("id")));
+                     response(new RenderWidgetAction().execute(new RenderWidgetInput().withWidgetMetaData(widget).withUrlParams(params)), join.get().getRightTable(), widget.getName());
+                  }
+               }
+               rendered++;
+            }
+            assertThat(rendered).isEqualTo(instance.getWidgets().size());
+            assertThat(capture.outputs).isNotEmpty();
+            capture.outputs.forEach(output -> scan(output, "logs"));
+            // Ciphertext contains no plaintext marker, including after decoding the BLOB.
+            for(QRecord payload : rows("edi_payload"))
+            {
+               if(payload.getValue("ciphertext") instanceof byte[] bytes)
+               {
+                  scan(new String(bytes, StandardCharsets.ISO_8859_1), "ciphertext bytes");
+               }
+            }
+            // Raw access is the explicit authorized escape: bytes are streamed, event is value-free.
+            QRecord interchange = rows("edi_interchange").stream().filter(r -> received.getFirst().getValue("interchangeId").equals(r.getValue("id"))).findFirst().orElseThrow();
+            var download = process("edi_interchange_download", interchange);
+            var storage = new StorageInput(PreviewDownloadBackend.TABLE).withReference(download.getValueString("storageReference"));
+            try(var stream = new PreviewDownloadBackend().getInputStream(storage))
+            {
+               assertThat(new String(stream.readAllBytes(), StandardCharsets.US_ASCII)).contains(markers.getFirst());
+            }
+            assertThat(rows("edi_event")).anyMatch(r -> "RAW_DOWNLOADED".equals(r.getValueString("type")) && r.getValueString("userName") != null);
+            response(new QueryAction().execute(new QueryInput("edi_event").withFilter(new QQueryFilter())), "edi_event", "download audit");
+            assertThatThrownBy(() -> RawDocumentDownload.open("raw:edi_transaction:1")).hasMessageContaining("not authorized");
+            capture.outputs.forEach(output -> scan(output, "logs after raw download"));
+            var fullSession = QContext.getQSession();
+            try
+            {
+               QContext.setQSession(new com.kingsrook.qqq.backend.core.model.session.QSession());
+               assertThatThrownBy(() -> new PreviewDownloadBackend().getInputStream(storage)).hasMessageContaining("not authorized");
+               assertThatThrownBy(() -> RawDocumentDownload.open(storage.getReference())).hasMessageContaining("not authorized");
+            }
+            finally
+            {
+               QContext.setQSession(fullSession);
+            }
+            hiddenExportsAndWidgets();
+            capture.outputs.forEach(output -> scan(output, "logs after HIDDEN exports and widgets"));
+         }
+         finally
+         {
+            logger.removeAppender(capture);
+            capture.stop();
+            server.stop();
+         }
+      }
+   }
+
+   /*******************************************************************************
+    ** RC.5 HIDDEN field locks are real enforcement, not test-side JSON redaction.
+    *******************************************************************************/
+   private void hiddenExportsAndWidgets() throws Exception
+   {
+      var instance = QContext.getQInstance();
+      var enforcement = instance.getEnforcePermissionsInCoreActions();
+      instance.setEnforcePermissionsInCoreActions(true);
+      var fullSession = QContext.getQSession();
+      var viewer = new com.kingsrook.qqq.backend.core.model.session.QSession().withPermissions("edi.admin").withSecurityKeyValue("edi.admin", true).withSecurityKeyValue("edi.guide.loader", true);
+      for(var table : instance.getTables().values())
+      {
+         if(!table.getName().startsWith("edi_") || table.getName().equals(PreviewDownloadBackend.TABLE))
+         {
+            continue;
+         }
+         viewer.withPermissions("edi." + table.getName().substring(4) + ".read");
+         for(var field : table.getFields().values())
+         {
+            if(field.getSupplementalMetaData("edi.classification") instanceof EdiClassifications classified && classified.getClassification().equals("PHI"))
+            {
+               field.withFieldSecurityLock(new com.kingsrook.qqq.backend.core.model.metadata.security.FieldSecurityLock().withSecurityKeyType("synthetic_phi_access"));
+            }
+         }
+      }
+      try
+      {
+         QContext.setQSession(viewer);
+         for(var table : instance.getTables().values())
+         {
+            if(table.getName().startsWith("edi_") && !table.getName().equals(PreviewDownloadBackend.TABLE))
+            {
+               response(new QueryAction().execute(new QueryInput(table.getName()).withFilter(new QQueryFilter()).withShouldFetchHeavyFields(true)), null, "HIDDEN export " + table.getName());
+            }
+         }
+         for(var widget : instance.getWidgets().values())
+         {
+            var join = EdiTables.joins().stream().filter(j -> j.getName().equals(widget.getName())).findFirst();
+            var params = new HashMap<String, String>();
+            if(join.isPresent())
+            {
+               var parents = rows(join.get().getLeftTable());
+               assertThat(parents).as(join.get().getLeftTable()).isNotEmpty();
+               params.put("tableName", join.get().getLeftTable());
+               params.put("id", parents.getLast().getValueString("id"));
+            }
+            response(new RenderWidgetAction().execute(new RenderWidgetInput().withWidgetMetaData(widget).withUrlParams(params)), null, "HIDDEN " + widget.getName());
+         }
+      }
+      finally
+      {
+         QContext.setQSession(fullSession);
+         instance.setEnforcePermissionsInCoreActions(enforcement);
+      }
+   }
+
+   /*******************************************************************************
+    ** Exercise standard Review and Result paths with serialized outputs and summaries.
+    *******************************************************************************/
+   private RunBackendStepOutput process(String name, QRecord record) throws Exception
+   {
+      var input = new RunBackendStepInput().withProcessName(name).withRecords(List.of(record));
+      var review = new EdiProcesses.Review();
+      var preview = new RunBackendStepOutput();
+      review.runOnePage(input, preview);
+      response(Map.of("records", preview.getRecords(), "values", preview.getValues()), null, "Review records");
+      response(review.getProcessSummary(preview, false), null, "Review summary");
+      var execute = new EdiProcesses.Execute();
+      var output = new RunBackendStepOutput();
+      execute.runOnePage(input, output);
+      response(Map.of("records", output.getRecords(), "values", output.getValues()), null, "Result records");
+      response(execute.getProcessSummary(output, true), null, "Result summary");
+      return (output);
+   }
+
+   /*******************************************************************************
+    ** Actual QueryAction rows, including encrypted BLOBs.
+    *******************************************************************************/
+   private static List<QRecord> rows(String table) throws Exception
+   {
+      return (new QueryAction().execute(new QueryInput(table).withFilter(new QQueryFilter()).withShouldFetchHeavyFields(true)).getRecords());
+   }
+
+   /*******************************************************************************
+    ** Capture complete alert payloads, not merely alert type names.
+    *******************************************************************************/
+   public static class CapturedAlerts implements com.kingsrook.qqq.backend.core.alerts.AlertSinkInterface
+   {
+      static final List<String> outputs = new ArrayList<>();
+
+      /*******************************************************************************
+       ** Retain every serialized signal for the substring scanner.
+       *******************************************************************************/
+      public void raise(com.kingsrook.qqq.backend.core.alerts.AlertSignal signal)
+      {
+         outputs.add(JsonUtils.toJson(signal));
+      }
+
+      /*******************************************************************************
+       ** Resolutions are egress too.
+       *******************************************************************************/
+      public void resolve(com.kingsrook.qqq.backend.core.alerts.AlertResolution resolution)
+      {
+         outputs.add(JsonUtils.toJson(resolution));
+      }
+
+      /*******************************************************************************
+       ** Heartbeats contain only the operational key and time.
+       *******************************************************************************/
+      public void heartbeat(String key, Instant at)
+      {
+         outputs.add(key + at);
+      }
+   }
+
+   /*******************************************************************************
+    ** In-memory Log4j appender includes rendered throwable stacks in the scan.
+    *******************************************************************************/
+   private static class CapturedLogs extends AbstractAppender
+   {
+      private final List<String> outputs = new java.util.concurrent.CopyOnWriteArrayList<>();
+
+      /*******************************************************************************
+       ** No filesystem output or production logging reconfiguration.
+       *******************************************************************************/
+      private CapturedLogs()
+      {
+         super("phi-egress", null, PatternLayout.newBuilder().withPattern("%c %m%ex").build(), false, null);
+      }
+
+      /*******************************************************************************
+       ** Capture the exact formatted event including parameter values and exceptions.
+       *******************************************************************************/
+      @Override
+      public void append(LogEvent event)
+      {
+         outputs.add(new String(getLayout().toByteArray(event), StandardCharsets.UTF_8));
+      }
+   }
+}

src/test/java/com/kingsrook/qbits/edi/demo/EdiDemoServer.java

@@ -87,6 +87,7 @@ public class EdiDemoServer extends AbstractQQQApplication implements AutoCloseab
       EdiRuntime.current().config().withSecretsResolver(name -> secrets.getOrDefault(name, Base64.getEncoder().encodeToString(new byte[32])));
       RetailSupport.tables();
       LogisticsSupport.tables();
+      com.kingsrook.qbits.edi.HealthcareSupport.tables();
       instance.setHomeAppName("edi");
       for(String table : List.of("sample_order", "sample_shipment", "sample_invoice", "sample_inventory", "sample_wms_shipment", "sample_load"))
       {
@@ -245,10 +246,34 @@ public class EdiDemoServer extends AbstractQQQApplication implements AutoCloseab
          }
          logistics(local, agreements.get(1));
          seedAs2(local);
+         healthcare();
          return (null);
       });
    }
 
+   /*******************************************************************************
+    ** Synthetic clearinghouse claims, remittance and batch eligibility exchange.
+    *******************************************************************************/
+   private void healthcare() throws Exception
+   {
+      var agreement = com.kingsrook.qbits.edi.HealthcareSupport.configure();
+      int control = 500;
+      for(String key : List.of("837P", "837I", "835"))
+      {
+         com.kingsrook.qbits.edi.HealthcareSupport.receive(key, ++control, com.kingsrook.qbits.edi.HealthcareSupport.body(key, control));
+      }
+      com.kingsrook.qbits.edi.HealthcareSupport.receive("837P", ++control, com.kingsrook.qbits.edi.HealthcareSupport.body("837P", control).replace("*150***", "*151***"));
+      com.kingsrook.qbits.edi.HealthcareSupport.receive("837P", ++control, com.kingsrook.qbits.edi.HealthcareSupport.body("837P", control).replace("SBR*P*18", "SBR*P*19"));
+      QRecord source = SystemWrites.insert("sample_eligibility_request", new QRecord().withValue("trace", "SYNTRACE506").withValue("memberId", "SYN000123").withValue("patientName", "Testpatient Alpha"));
+      com.kingsrook.qbits.edi.flow.OutboundEnqueue.enqueue("sample_eligibility_request", source, "MANUAL", null);
+      new OutboundWorker().runOnce();
+      com.kingsrook.qbits.edi.HealthcareSupport.receive("271", ++control, com.kingsrook.qbits.edi.HealthcareSupport.body("271", control));
+      while(new SendWorker().runOnce() > 0)
+      {
+         // Drain only the configured in-memory outboxes.
+      }
+   }
+
    /*******************************************************************************
     ** Warehouse and logistics traffic: Harbor Logistics (3PL) sends 940s and receives 945s,
     ** and Ridgeline Freight (carrier) receives 204 tenders and sends 214 statuses.

src/test/java/com/kingsrook/qbits/edi/demo/EdiDemoServerTest.java

@@ -86,7 +86,7 @@ class EdiDemoServerTest
          demo.seed();
          demo.seed();
          assertThat(demo.defineQInstance().getHomeAppName()).isEqualTo("edi");
-         assertThat(SystemWrites.call(() -> EdiRecords.query("edi_partner", new QQueryFilter()))).hasSize(5);
+         assertThat(SystemWrites.call(() -> EdiRecords.query("edi_partner", new QQueryFilter()))).hasSize(6);
          assertThat(SystemWrites.call(() -> EdiRecords.query("edi_certificate", new QQueryFilter()))).hasSize(5);
          assertThat(SystemWrites.call(() -> EdiRecords.query("edi_inbox", new QQueryFilter()))).hasSizeGreaterThanOrEqualTo(40);
          assertThat(SystemWrites.call(() -> EdiRecords.query("edi_transaction", new QQueryFilter()))).anyMatch(row -> "OUTBOUND".equals(row.getValueString("direction")));
@@ -94,7 +94,7 @@ class EdiDemoServerTest
          assertThat(SystemWrites.call(() -> EdiRecords.query("edi_functional_group", new QQueryFilter()))).anyMatch(row -> row.getValueInstant("ackReceivedAt") != null);
          assertThat(SystemWrites.call(() -> EdiRecords.query("edi_exception", new QQueryFilter()))).anyMatch(row -> "OVERDUE_ACK".equals(row.getValueString("type")));
          var partners = SystemWrites.call(() -> EdiRecords.query("edi_partner", new QQueryFilter()));
-         assertThat(partners).extracting(row -> row.getValueString("code")).containsExactlyInAnyOrder("NORTHWIND", "HARBOR", "SUMMIT", "RIDGELINE", "PACIFIC");
+         assertThat(partners).extracting(row -> row.getValueString("code")).containsExactlyInAnyOrder("NORTHWIND", "HARBOR", "SUMMIT", "RIDGELINE", "PACIFIC", "CEDAR");
          assertThat(partners).allSatisfy(row -> assertThat(row.getValueString("contactEmail")).endsWith("@example.invalid"));
          assertThat(SystemWrites.call(() -> EdiRecords.query("sample_wms_order", new QQueryFilter()))).hasSize(3);
          assertThat(SystemWrites.call(() -> EdiRecords.query("sample_shipment_status", new QQueryFilter()))).hasSize(3);

src/test/resources/edi/maps/270-005010X279A1-sample.json

@@ -0,0 +1,254 @@
+{
+  "map": {
+    "name": "Synthetic 270 outbound",
+    "direction": "OUTBOUND",
+    "transactionSet": "270",
+    "version": "005010X279A1",
+    "tableName": "sample_eligibility_request",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "TRN02",
+    "standard": "X12",
+    "onMatch": "UPDATE"
+  },
+  "rules": [
+    {
+      "sequence": 2,
+      "ediPath": "BHT01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"0022\"}"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "BHT02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"13\"}"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "BHT03",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "BHT04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"20261015\"}"
+    },
+    {
+      "sequence": 6,
+      "ediPath": "BHT05",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1200\"}"
+    },
+    {
+      "sequence": 7,
+      "ediPath": "2000A/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 8,
+      "ediPath": "2000A/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"\"}"
+    },
+    {
+      "sequence": 9,
+      "ediPath": "2000A/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"20\"}"
+    },
+    {
+      "sequence": 10,
+      "ediPath": "2000A/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 11,
+      "ediPath": "2000A/2100A/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"PR\"}"
+    },
+    {
+      "sequence": 12,
+      "ediPath": "2000A/2100A/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 13,
+      "ediPath": "2000A/2100A/NM103",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"Synthetic PR\"}"
+    },
+    {
+      "sequence": 14,
+      "ediPath": "2000A/2100A/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"PI\"}"
+    },
+    {
+      "sequence": 15,
+      "ediPath": "2000A/2100A/NM109",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"SYNPLAN\"}"
+    },
+    {
+      "sequence": 16,
+      "ediPath": "2000B/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 17,
+      "ediPath": "2000B/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 18,
+      "ediPath": "2000B/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"21\"}"
+    },
+    {
+      "sequence": 19,
+      "ediPath": "2000B/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 20,
+      "ediPath": "2000B/2100B/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1P\"}"
+    },
+    {
+      "sequence": 21,
+      "ediPath": "2000B/2100B/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 22,
+      "ediPath": "2000B/2100B/NM103",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"Synthetic 1P\"}"
+    },
+    {
+      "sequence": 23,
+      "ediPath": "2000B/2100B/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"XX\"}"
+    },
+    {
+      "sequence": 24,
+      "ediPath": "2000B/2100B/NM109",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1234567893\"}"
+    },
+    {
+      "sequence": 25,
+      "ediPath": "2000C/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"3\"}"
+    },
+    {
+      "sequence": 26,
+      "ediPath": "2000C/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 27,
+      "ediPath": "2000C/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"22\"}"
+    },
+    {
+      "sequence": 28,
+      "ediPath": "2000C/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"0\"}"
+    },
+    {
+      "sequence": 29,
+      "ediPath": "2000C/TRN01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 30,
+      "ediPath": "2000C/TRN02",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 31,
+      "ediPath": "2000C/2100C/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"IL\"}"
+    },
+    {
+      "sequence": 32,
+      "ediPath": "2000C/2100C/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 33,
+      "ediPath": "2000C/2100C/NM103",
+      "qqqPath": "patientName"
+    },
+    {
+      "sequence": 34,
+      "ediPath": "2000C/2100C/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"MI\"}"
+    },
+    {
+      "sequence": 35,
+      "ediPath": "2000C/2100C/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 36,
+      "ediPath": "2000C/2100C/2110C/EQ01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"30\"}"
+    }
+  ]
+}

src/test/resources/edi/maps/271-005010X279A1-sample.json

@@ -0,0 +1,43 @@
+{
+  "map": {
+    "name": "Synthetic 271 inbound",
+    "direction": "INBOUND",
+    "transactionSet": "271",
+    "version": "005010X279A1",
+    "tableName": "sample_eligibility_response",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "TRN02",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "trace"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "TRN02",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "2100C/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "2100C/NM103",
+      "qqqPath": "patientName"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "EB01",
+      "qqqPath": "benefit"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "EB03",
+      "qqqPath": "serviceType"
+    }
+  ]
+}

src/test/resources/edi/maps/276-005010X212-sample.json

@@ -0,0 +1,259 @@
+{
+  "map": {
+    "name": "Synthetic 276 outbound",
+    "direction": "OUTBOUND",
+    "transactionSet": "276",
+    "version": "005010X212",
+    "tableName": "sample_claim_status",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "TRN02",
+    "standard": "X12",
+    "onMatch": "UPDATE"
+  },
+  "rules": [
+    {
+      "sequence": 2,
+      "ediPath": "BHT01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"0010\"}"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "BHT02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"13\"}"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "BHT03",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "BHT04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"20261015\"}"
+    },
+    {
+      "sequence": 6,
+      "ediPath": "BHT05",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1200\"}"
+    },
+    {
+      "sequence": 7,
+      "ediPath": "2000A/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 8,
+      "ediPath": "2000A/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"\"}"
+    },
+    {
+      "sequence": 9,
+      "ediPath": "2000A/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"20\"}"
+    },
+    {
+      "sequence": 10,
+      "ediPath": "2000A/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 11,
+      "ediPath": "2000A/2100A/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"PR\"}"
+    },
+    {
+      "sequence": 12,
+      "ediPath": "2000A/2100A/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 13,
+      "ediPath": "2000A/2100A/NM103",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"Synthetic PR\"}"
+    },
+    {
+      "sequence": 14,
+      "ediPath": "2000A/2100A/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"PI\"}"
+    },
+    {
+      "sequence": 15,
+      "ediPath": "2000A/2100A/NM109",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"SYNPLAN\"}"
+    },
+    {
+      "sequence": 16,
+      "ediPath": "2000B/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 17,
+      "ediPath": "2000B/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 18,
+      "ediPath": "2000B/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"21\"}"
+    },
+    {
+      "sequence": 19,
+      "ediPath": "2000B/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 20,
+      "ediPath": "2000B/2100B/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1P\"}"
+    },
+    {
+      "sequence": 21,
+      "ediPath": "2000B/2100B/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 22,
+      "ediPath": "2000B/2100B/NM103",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"Synthetic 1P\"}"
+    },
+    {
+      "sequence": 23,
+      "ediPath": "2000B/2100B/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"XX\"}"
+    },
+    {
+      "sequence": 24,
+      "ediPath": "2000B/2100B/NM109",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1234567893\"}"
+    },
+    {
+      "sequence": 25,
+      "ediPath": "2000C/HL01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"3\"}"
+    },
+    {
+      "sequence": 26,
+      "ediPath": "2000C/HL02",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"2\"}"
+    },
+    {
+      "sequence": 27,
+      "ediPath": "2000C/HL03",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"22\"}"
+    },
+    {
+      "sequence": 28,
+      "ediPath": "2000C/HL04",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"0\"}"
+    },
+    {
+      "sequence": 29,
+      "ediPath": "2000C/2100C/NM101",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"IL\"}"
+    },
+    {
+      "sequence": 30,
+      "ediPath": "2000C/2100C/NM102",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 31,
+      "ediPath": "2000C/2100C/NM103",
+      "qqqPath": "patientName"
+    },
+    {
+      "sequence": 32,
+      "ediPath": "2000C/2100C/NM108",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"MI\"}"
+    },
+    {
+      "sequence": 33,
+      "ediPath": "2000C/2100C/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 34,
+      "ediPath": "2000C/2100C/2200C/TRN01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"1\"}"
+    },
+    {
+      "sequence": 35,
+      "ediPath": "2000C/2100C/2200C/TRN02",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 36,
+      "ediPath": "2000C/2100C/2200C/REF01",
+      "qqqPath": null,
+      "transform": "CONSTANT",
+      "transformArgs": "{\"value\": \"EJ\"}"
+    },
+    {
+      "sequence": 37,
+      "ediPath": "2000C/2100C/2200C/REF02",
+      "qqqPath": "claimNumber"
+    }
+  ]
+}

src/test/resources/edi/maps/277-005010X212-sample.json

@@ -0,0 +1,43 @@
+{
+  "map": {
+    "name": "Synthetic 277 inbound",
+    "direction": "INBOUND",
+    "transactionSet": "277",
+    "version": "005010X212",
+    "tableName": "sample_claim_status",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "2200C/TRN02",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "trace"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "2200C/TRN02",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "2100C/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "STC01-1",
+      "qqqPath": "category"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "STC01-2",
+      "qqqPath": "statusCode"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "REF[REF01=EJ]/REF02",
+      "qqqPath": "claimNumber"
+    }
+  ]
+}

src/test/resources/edi/maps/834-005010X220A1-sample.json

@@ -0,0 +1,45 @@
+{
+  "map": {
+    "name": "Synthetic 834 inbound",
+    "direction": "INBOUND",
+    "transactionSet": "834",
+    "version": "005010X220A1",
+    "tableName": "sample_enrollment",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "BGN02",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "reference"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "BGN02",
+      "qqqPath": "reference"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "2000[*]/REF[REF01=0F]/REF02",
+      "qqqPath": "members.memberId"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "2000[*]/2100A/NM103",
+      "qqqPath": "members.patientName"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "2000[*]/2100A/DMG02",
+      "qqqPath": "members.birthDate",
+      "transform": "DATE",
+      "condition": "present(2100A/DMG02)"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "2000[*]/2300/HD03",
+      "qqqPath": "members.coverage"
+    }
+  ]
+}

src/test/resources/edi/maps/835-005010X221A1-sample.json

@@ -0,0 +1,59 @@
+{
+  "map": {
+    "name": "Synthetic 835 inbound",
+    "direction": "INBOUND",
+    "transactionSet": "835",
+    "version": "005010X221A1",
+    "tableName": "sample_remittance",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "TRN02",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "trace"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "TRN02",
+      "qqqPath": "trace"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "BPR02",
+      "qqqPath": "payment",
+      "transform": "DECIMAL",
+      "condition": "present(BPR02)"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "2100[*]/CLP01",
+      "qqqPath": "claims.claimNumber"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "2100[*]/CLP03",
+      "qqqPath": "claims.charge",
+      "transform": "DECIMAL",
+      "condition": "present(CLP03)"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "2100[*]/CLP04",
+      "qqqPath": "claims.paid",
+      "transform": "DECIMAL",
+      "condition": "present(CLP04)"
+    },
+    {
+      "sequence": 6,
+      "ediPath": "2100[*]/NM1[NM101=QC]/NM103",
+      "qqqPath": "claims.patientName"
+    },
+    {
+      "sequence": 7,
+      "ediPath": "2100[*]/NM1[NM101=IL]/NM109",
+      "qqqPath": "claims.memberId"
+    }
+  ]
+}

src/test/resources/edi/maps/837I-005010X223A2-sample.json

@@ -0,0 +1,68 @@
+{
+  "map": {
+    "name": "Synthetic 837I inbound",
+    "direction": "INBOUND",
+    "transactionSet": "837",
+    "version": "005010X223A2",
+    "tableName": "sample_claim",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "CLM01",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "claimNumber"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "CLM01",
+      "qqqPath": "claimNumber"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "2010BA/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "2010BA/NM103",
+      "qqqPath": "patientName"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "CLM02",
+      "qqqPath": "totalCharge",
+      "transform": "DECIMAL",
+      "condition": "present(CLM02)"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "HI01-2",
+      "qqqPath": "diagnosis"
+    },
+    {
+      "sequence": 6,
+      "ediPath": "2400[*]/LX01",
+      "qqqPath": "lines.lineNumber"
+    },
+    {
+      "sequence": 7,
+      "ediPath": "2400[*]/SV202-2",
+      "qqqPath": "lines.procedureCode"
+    },
+    {
+      "sequence": 8,
+      "ediPath": "2400[*]/SV203",
+      "qqqPath": "lines.charge",
+      "transform": "DECIMAL",
+      "condition": "present(SV203)"
+    },
+    {
+      "sequence": 9,
+      "ediPath": "2010CA/NM103",
+      "qqqPath": "patientName",
+      "condition": "present(2010CA/NM103)"
+    }
+  ]
+}

src/test/resources/edi/maps/837P-005010X222A1-sample.json

@@ -0,0 +1,68 @@
+{
+  "map": {
+    "name": "Synthetic 837P inbound",
+    "direction": "INBOUND",
+    "transactionSet": "837",
+    "version": "005010X222A1",
+    "tableName": "sample_claim",
+    "revision": 1,
+    "status": "ACTIVE",
+    "businessKeyType": "HEALTHCARE",
+    "businessKeyPath": "CLM01",
+    "standard": "X12",
+    "onMatch": "UPDATE",
+    "matchKeyFields": "claimNumber"
+  },
+  "rules": [
+    {
+      "sequence": 1,
+      "ediPath": "CLM01",
+      "qqqPath": "claimNumber"
+    },
+    {
+      "sequence": 2,
+      "ediPath": "2010BA/NM109",
+      "qqqPath": "memberId"
+    },
+    {
+      "sequence": 3,
+      "ediPath": "2010BA/NM103",
+      "qqqPath": "patientName"
+    },
+    {
+      "sequence": 4,
+      "ediPath": "CLM02",
+      "qqqPath": "totalCharge",
+      "transform": "DECIMAL",
+      "condition": "present(CLM02)"
+    },
+    {
+      "sequence": 5,
+      "ediPath": "HI01-2",
+      "qqqPath": "diagnosis"
+    },
+    {
+      "sequence": 6,
+      "ediPath": "2400[*]/LX01",
+      "qqqPath": "lines.lineNumber"
+    },
+    {
+      "sequence": 7,
+      "ediPath": "2400[*]/SV101-2",
+      "qqqPath": "lines.procedureCode"
+    },
+    {
+      "sequence": 8,
+      "ediPath": "2400[*]/SV102",
+      "qqqPath": "lines.charge",
+      "transform": "DECIMAL",
+      "condition": "present(SV102)"
+    },
+    {
+      "sequence": 9,
+      "ediPath": "2010CA/NM103",
+      "qqqPath": "patientName",
+      "condition": "present(2010CA/NM103)"
+    }
+  ]
+}