Pbm Compensation Rollup
pbm_compensation_rollupSums Form 5500 Schedule C direct + indirect compensation for a named PBM across one or more plan years. Every aggregate runs SERVER-SIDE in SQL over the whole matching population; the per-provider-name and per-plan-year rows the total is made of ride the answer, and each alias spelling carries its own measured attribution. M-6 alias chain resolves OptumRx -> OPTUMRX + OPTUM RX + Catamaran (post-2015 acquisition), Express Scripts -> ESI / ESI MAIL PHARMACY, CVS Caremark -> all variants; a name that is NOT a registered alias_form says so instead of silently searching one literal string.
Reference demo (re-measured live 2026-08-01): OptumRx plan year 2023 -> $1,461,686,909 direct comp across 295 plan-filings and 295 provider rows, attributed OPTUMRX $1,036,556,258 / OPTUM RX $425,110,391 / Catamaran $20,260.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pbm_name | Yes | ||
| year_max | No | ||
| year_min | No | ||
| detail_limit | No | ||
| acknowledge_era_break | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| unit | No | ||
| as_of | No | ||
| value | Yes | ||
| source | Yes | ||
| status | No | complete | |
| caveats | No | ||
| failure | No | ||
| quality | No | ||
| refusal | No | ||
| vintage | No | as_restated | |
| audit_id | Yes | UUID; ties to medicare_silver.audit_log row. | |
| signature | No | ||
| tenant_id | No | Calling tenant slug, resolved by the binding and stamped via the per-call tenant context. Defaults to the bootstrap 'internal' tenant for local/in-process callers. | |
| timestamp | Yes | ||
| confidence | No | ||
| data_as_of | No | ||
| request_id | Yes | ||
| methodology | No | ||
| snapshot_set | Yes | {table_fqn → iceberg_snapshot_id (int64)}. Per M-2 §2.2. | |
| tool_version | Yes | ||
| response_hash | Yes | SHA-256 of canonicalized form per M-2 §2.4. | |
| result_status | Yes | ||
| vintage_basis | No | default_unmeasured | |
| as_of_asserted | No | ||
| as_of_observed | No | ||
| parse_revision | No | ||
| as_of_effective | No | ||
| freshness_state | No | unknown | |
| methodology_era | No | ||
| confidence_basis | No | ||
| semantic_version | Yes | ||
| invariants_applied | No | ||
| finality_confidence | No | ||
| cms_vintage_sequence | Yes | ||
| parser_artifact_hash | Yes | ||
| methodology_blend_factors | No | ||
| parser_artifact_hash_basis | No | not_evaluated |