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.

The 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

Using the Filter icon, user can view all the filter options. Click the Filter icon to display all the filter options. By default, Status is set to Active, Level is set to All, and Category is set to All. This displays all impairments except the impairments that are deleted. The filter option gives the user abilities to further filter out the impairments. The impairments can be filtered on the Impairments screen by selecting appropriate filter options. Impairments appear only if the filter options corresponding to them are selected.

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

To add impairments, follow these steps:

1. Click Assessments from the Entity Navigation list. The Impairments screen appears.
2. Click add icon. The Impairment Details page appears. 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.
3. Enter the impairment details and click Save to add the impairment.

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

Update Impairments

1. On the Impairments screen, from the Impairment table, click <Category>. The Impairment Details window appears.
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
   Click the comment icon from Action column to add comments to the impairment.
   

Delete Impairments

1. Click the Delete icon in the 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. Select one of the impairments, then the history window appears.

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.