Assessments

Assessments or Impairments associated with both policy admin and NBU side of the application can be viewed, added and managed through this page. User can create policy, client and segment level impairments and populate the dynamic fields of the impairments, as per the requirement.

History tab displays the changes made to the impairment record with time stamp. User can also check the changes made for a particular impairment in details.

View, Add, Update and Manage Impairments

The following procedure guides the user to view, add, update or delete impairment of an application or policy. User can check the history record of the impairments.

1. Open an application or policy.
2. Click the Assessments option from the list in the Entity Navigation menu. The Assessments screen displays a table with all the impairments associated with the application or policy in rows.

View Existing Impairments

1. Use the following search criteria to filter and short the impairment list.
   • Level Field: Defines the impairment is applicable for; that is, Client, Segment, Policy, or all.
   • Category Field: Defines the impairment type; that is, Financial, Medical, Non-Medial, Pharmacy, or all.
   • Status multi-choice combo-box: Defines the state of impairment; that is, Active or Deleted (Shadow).
2. Click Refresh button to apply the search criteria. the search result will reflect in the impairment table.

Note: The impairment table columns are configurable through Rules Palette. The Action column always displays in table, irrespective of any configuration.

Add Impairments

1. Click Add Impairment button from the assessment page to open Add Impairment page.
2. The page contains some fixed fields and some dynamic fields to define an impairment. The dynamic fields are the function of "Category" and "Level" field combination.

Note: Both fixed and dynamic fields are configurable through Rules palette.

3. Fill the details and click Save to save the impairment, or click Cancel to discard the entries.

Update Impairments

1. From the impairment table of assessment screen, The user may expand the applicable row to view and edit that impairment.
2. Modify the details and click Save to save the impairment, or click Cancel to discard the entries.

Note: Once the impairment is saved user should not be allowed to modify Level and Categoryfields.

Note: Click the comment icon from Action column to add comments to the impairment.

Delete Impairments

1. Click trashcan icon from Action column of the impairment, from the fetched impairment table.
2. A notification will appear to confirm the command. Click OK.
3. The deleted impairment will be available in the Shadow status. Find for Shadow from Status multi-choice combo-box to get the deleted impairment list.

History of Impairments

The History tab in the Assessments page contains the list of all impairments with its change details. click the row expander at the left of impairments to see the change details of that impairment.

This also include any changes made via transactions using the CopyToImpairmentFields business rule.  If that transaction is reversed the reversing of any related data also reflects in the history.