Approval Workflow for the Self-Funded Pricing Rules
Oracle Revenue Management and Billing enables you to configure the approval workflow process for the claim, specific stop-loss, aggregate stop-loss, retention type claim based, retention type enrollment based, flat fees, ancillary, discount, or level funded pricing rules. The following approval workflow groups are shipped with the product:
Approval Workflow Group | Description |
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C1PRCRLCLM | Claim Pricing Rule |
C1PRCSSL | Specific Stop-Loss Pricing Rule |
C1PRCASL | Aggregate Stop-Loss Pricing Rule |
C1PRETCLM | Retention Type Claim Based Pricing Rule |
C1PRRETENR | Retention Type Enrollment Based Pricing Rule |
C1PRFLTFEE | Flat Fees Pricing Rule |
C1PRCANC | Ancillary Pricing Rule |
C1PRCDA | Discount Arrangement Pricing Rule |
C1PRCLVLFN | Level Funded Pricing Rule |
To enable the approval workflow process for the pricing rules, you need to do the following:
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Create the required approval workflow chains, approval workflow criterion types, approval workflow group chain linkages, and approval workflow reasons.
Note: The Field Level Approval feature is not supported for the self-funded pricing rules. Therefore, you should not define field approval rule criteria while creating the approval workflow group chain linkage for the above listed approval workflow groups. -
Define the approval workflow settings for the respective approval workflow group and set the Active field to Yes.
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Ensure that the following value is set in the respective option type of the C1-ASOBLLNG feature configuration:
Option Type Value Approval Workflow Group for Claim C1PRCRLCLM Approval Workflow Group for SSL C1PRCSSL Approval Workflow Group for ASL C1PRCASL Approval Workflow Group for Retention Type Claim Based C1PRETCLM Approval Workflow Group for Retention Type Enrollment Based C1PRRETENR Approval Workflow Group for Flat Fees C1PRFLTFEE Approval Workflow Group for Ancillary C1PRCANC Approval Workflow Group for Discount Arrangement C1PRCDA Approval Workflow Group for Level Funded C1PRCLVLFN
Once the approval workflow process is enabled for the pricing rules of a particular category (for example, Claim), the system creates an approval transaction whenever you define, edit, or delete a pricing rule of the respective category (i.e. whenever you define, edit, or delete a claim pricing rule). You can view the approval transactions which are created while defining, editing, and deleting the parent customer’s and bill groups’ pricing rules in the Pricing Rule Approval Transactions zone of the Customer 360° Information screen. On clicking the link in the Approval Transaction ID column corresponding to an approval transaction, the Comparison: New versus Existing screen appears. It allows the approver to review the pricing rule and accordingly approve, reject, or cancel the approval transaction.
Related Topics
For more information on... | See... |
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How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |