Before you Begin

In this business scenario, the Prototype company utilizes the Data Intake feature to reconcile bills of enrolled clients in a group policy. The OIPA application is hosted on a TomEE server, and the necessary parameters are input into Apache JMeter. Apache JMeter is utilized to execute a task of inserting records into a Payment Prototype profile in OIPA. The records are inserted into the data intake profile based on an XML schema. These records correspond to the bill reconciliation of enrolled clients who were added as members to a child class based on the membership rules.

Note:

This use case may differ from your actual requirements. This is written to help understand the steps to implement a group customer in OIPA. To follow steps in this use case, it is recommended that the default Prototype company is available in your environment.

Scenario

In this business scenario, we are using the Prototype company and we are using the Prototype company default configuration.

Prerequisites

  • You must have the required clients enrolled in a group policy. To enroll clients, please refer to the Group Customer – Enrollment tutorial.
  • XML schema to add records in Apache JMeter.
  • Apache JMeter should be up and running.

Step 1: Activate the Group Policy

To activate the group policy, follow these steps:

  1. On the Policy screen, in the Left Navigation list, click Activities. The Activate activity appears in Pending state.
  2. Click the Process icon Process icon. The activity is processed, and the policy status is changed to Active.
    Policy in Active State
    Group Policy

Step 2: Process GenerateBillDetail Activity

To process the GenerateBillDetail activity, follow these steps:

  1. On the Activities screen, click +. The Add Activity page appears.
  2. Select GenerateBillDetail in the Select Activity drop-down.
  3. Enter the required details and then, click OK. The GenerateBillDetail activity page is added in the Pending state.
  4. Click the Process icon Process icon. The activity is processed.
    Policy in Active State
    Group Policy

Step 3: Process the GenerateBill Activity

To process the GenerateBill activity, follow these steps:

  1. On the Group Customer screen, in the Left Navigation list, click Activities. The Activities screen appears.
  2. Click +. The Add Activity page appears.
  3. Select GenerateBill activity in the Select Activity drop-down.
  4. Enter the required details and then, click OK. The activity is added on the Activities page.
  5. Click the Process icon Process icon. The activity is processed.
  6. Go to the Activity details page, and then click the Billing tab.
  7. Note the Bill Reference ID.
    Bill Reference ID
    Bill Reference ID in GenerateBill Activity Details

Step 4: Create the Data Intake Profile

To add an intake profile, follow these steps:

  1. On the Group Customer screen, in Left Navigation list, click Data Intake, the Data Intake screen appears.
  2. In the Add Intake Profiles drop-down, select Payment Prototype and click the Create icon. The Payment Prototype window appears.
  3. Enter TaxId in the Record Member ID Field.
  4. Select Client Field in the Record Member ID Field Type drop-down box.
  5. Click Save. The Data Intake profile is created.

    Before you run the Data Intake job from Apache JMeter, please activate the data intake profile.

To activate a data intake profile, follow these steps:

  1. On the Data Intake screen, click the (hyperlink) for the required data intake profile. The profile detail appears.
  2. Click the Activate button. The profile is updated to the Active status.
    Payment Profile
    Data Intake - Payment Profile

Step 5: Configure User Parameters in Apache JMeter

To configure user parameters, follow these steps:

  1. Double-click ApacheJMeter.jar file. The Apache JMeter opens.
  2. Navigate to File > Open, select the required .jmx file and then click Open.
  3. In the left pane, expand the nodes and click User Parameters. The User Parameters page appears.
  4. On the User Parameters page, enter the parameters. The following table describes the parameters.
    Parameters Description
    myuuid Specifies the universally unique identifier. It is generated by the system. Please enter ${__UUID} for this parameter.
    GroupCustomer Specifies the Group Customer Number. For example, GC2003.
    expectedRecordCount Specifies the number of records to be entered in the Data Intake profile. For example, 1.
    Maxprocessorder Enter any integer which is atleast one less than expectedRecordCount. For example, 0.
    ProviderURL Specifies the URL of the machine where the application is hosted. For example, tcp://fsgbu-mum-748.snbomprshared1.gbucdsint02bom.oraclevcn.com:61616
    ChildClassGroup Specifies the child class name. For example, Orphans.
    ProfileName Specifies the data intake profile name. For example, DataIntakeCorp.
    TaxID Specifies the Tax ID of the first record. For example, 294851898.
    EntityType Specifies the entity type for the bill reconciliation. For example, Policy.
    PolicyNumber Specifies the policy number of the group policy. For example, 20068943.
    CoverageName Specifies the Plan Segment name. For example, BaseCoverageBasic.
    Amount Specifies the amount to be reconciled. For example, 999.
    ReferenceNo Specifies the Bill Reference ID. For example 4429.
  5. In the Left Pane, under the Loop Controller node, click Counter-taxid. The Counter screen appears.
  6. Enter the Starting Value. Ensure that this value is same as TaxID above.
    User Parameters Billing
    User Parameters
    Counter Tax ID Billing
    Counter Tax ID

Step 6: Enter the required XML under addRecord

Add Record Billing
Add Record

Step 7: Run the Job

To run the job, on the Apache JMeter, click Run the Job.

View Results Tree
View Results Tree

Observations

Records are added in the Data Intake Profile

To view records under the data intake profile, follow these steps:

  1. On the Group Customer screen, in the Left Navigation list, click the Data Intake. By default, the Profiles tab appears.
  2. Click the Files tab. The Intake File Search Criteria appears.
  3. Select the required filters and click Find. The Intake File Search Results appear.
  4. Hover over the Ellipsis icon under the Action column of the required row.
  5. Click Show Records. The records added under the data profile are displayed.
    Search Records
    Records

The Reconciliation activity is added in the group policy

Reconciliation Activity
Reconciliation Activity Added

Click the Process icon Process icon, the activity is processed. On the successful processing, the bill is reconciled.

Reconciliation
Bill Reconciliation