Relationships

A relationship is a connection that can be established in OIPA between the customer and an entity or client such as an HR Administrator, Account Manager, employee, general contact, or affiliation. Relationships are established at the primary and secondary level. The Customer screen is the springboard for creating relationships.

How it Works

Once a customer record is open on the Customer screen, a relationship can be created using the Relationships link on the Entity Navigation list. When the link is clicked, will launch the Relationship screen with Upstream and Downstream tabs.

The Relationship screen provides the ability to connect the Group customer to a selection of Upstream and Downstream relationship types such as internal or external resources, employees, contacts, administrators, managers, and affiliations. A client may have multiple primary and secondary relationships, controlled through configuration.

Changes to the relationship are processed, according to the type, when a Client-Relationship level activity is processed (post case implementation). The relationship type will dictate the eligibility of each Client-Relationship activity. Please see Modify Relationships for additional information.

Once a client record is selected for the relationship and added, a Query Date field is available in the Relationship Details. The addition of a Query Date field allows the user to view information for a specific point in time, providing a snapshot of the relationship at that time.

Downstream Tab

The "Downstream tab" allows the user to create new relationships and update the existing relationships.

Upstream Tab

The "Upstream tab" provide the user with the capability to search for a upstream relationship based on status.

  • The user can enter the search criteria to view all "Active / Pending" upstream relationships.
  • The user can view future-dated relationships (with a greater effective date than the current System Date).
  • The user can enter a query date on the screen and select Refresh. The table display will show only those relationships with an effective date less than or equal to the query date.

Steps to Create a New Relationship

  1. Open the Customer (using search for a customer).

  2. Click the Relationships link on the Entity Navigation list. The relationship screen opens with Downstream and Upstream tabs.

  3. Click Downstream tab.

  4. Select Relationships Type from Add Relationship Type drop down. This will display the relationship screen with Add New Relationship button to allow a relationship to be established.

Note: The drop down shows the relationship types available for the Group Customer as configured in the ClientRelationshipScreen business rule in the Rules Palette. For example, <PrimaryRelationship TYPECODE="AFFILIATES">.

  1. Click Add New Relationship.

  2. Select a method for locating the client. There are three options provided on the screen for selecting a client. Select the client or add a new client.

    • Find Client will open the Client Search Screen and allows to find an existing client

    • New Client will open the Client screen and allows and to add a new client.

    • Find Customer will open the Customer Search screen and allows to find an existing group customer.

  1. Enter an Effective From date to establish when the relationship applies to the customer. The Effective From date is defaulted and will remain as such until the relationship is expired via a Client-Relationship level activity.

  2. Enter an Effective To date to establish when the relationship applies to the customer. The Effective To date is defaulted and will remain as such until the relationship is expired via a Client-Relationship level activity.

  3. Click Save. A new relationship is added to the customer.

Important: Multiple relationships of the same downstream and upstream type can be added by selecting the same client for the different relationship types. When the user clicks and select the Relationship Type from Add Relationship Type drop down, sub-tabs of that primary relationships are displayed, which allows the user to enter the relationship data for the customer. For example, the downstream relationship tabs can be "Affiliation, Agent, Association, Banks, Contacts, Employment, Insurance Company, and TPA". Repeat the same steps (from step 3) to add other primary relationships to the customer.

Relationship Details

The relationship has now been established to the customer. If a upstream relationship is highlighted on the Relationship screen, then the Relationship Detail tab becomes available. This tab shows all relationship details. See Modifying Relationships for additional information on how to modify the details or expire the relationship.

Relationship Activities

Some relationship actions are controlled by relationship activities. These activities can be configured to only process against downstream relationships, upstream relationships, or a combination of the two.

A relationship activity affects a relationship in ways that a user cannot. For example, an expiration date for relationships is always set by the system and cannot be updated by the user. When the Relationship Termination activity is processed, the user has the ability to set a specific expiration date for the relationship, which will override the default system date.

See Modifying Relationships for more information on relationship activities.

Validation related to the eligibility of a Relationship Activity can be configured through the Rules Palette to only allow or trigger an error message for the activity as it relates to a specific relationship type, primary or secondary. Please see the Rules Palette Guide > Rules > Group Customer Relationship Screen for more information.