Creating an Upload Request
Prerequisites
To create an upload request, you should have:
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Upload request types defined in the application
Procedure
To create an upload request:
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Click the Menu link in the Application toolbar.
A list appears.
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From the Main menu, select Tools and then click Upload Request.
A sub-menu appears.
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Click the Add option from the Upload Request sub-menu.
The Select Upload Request Type screen appears. It contains the following field:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Used to indicate the upload request type using which you want to create the upload request. Note: The following upload request types are shipped with the product:-
ADJ_UPL_REQ_TYPE_APVL
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ADJ_UPL_REQ_TYPE_WO_APVL
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BC_UPL_REQ_TYPE
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BILL_CYCLE_UPD_UPL_REQ_TYPE
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BILL_LVL_UPL_REQ_TYPE
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BILL_SRT_UPL_REQ_TYPE
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HOLD_UPL_REQ_TYPE
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REFUND_UPL_REQ_TYPE
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REIN_UPL_REQ_TYPE
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SA_RIDER_UPD_UPL_REQ_TYPE
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WO_UPL_REQ_TYPE
Yes Tip: Alternatively, you can access the Select Upload Request Type screen by clicking the Upload button in the Page Title area of the Upload Request screen.Note: The Select Upload Request Type screen appears when there are multiple upload request types defined in the application. If there is only one upload request type defined in the application, the {XXX} Upload Request screen appears. -
- Select the required upload request type from the respective field.
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Click OK.
The {XXX} Upload Request screen appears. Here, {XXX} changes depending on the upload request type that you have selected. It contains the following sections:
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Main – Used to specify basic details about the upload request.
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Characteristics – Used to define the characteristics for the upload request.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Indicates the upload request type using which the upload request will be created. Not applicable Parent Customer Used to indicate the person for whom you want to create the bill group sorting or bill group derivation and pricing parameters upload request. Note:This field appears when you are creating an upload request using an upload request type where the upload request business object is set to C1-BillGrpSortUploadRequest or C1-BillLevelUploadRequest.
The system allows you to create a bill group sorting or bill group derivation and pricing parameters upload request for a person whose person type is set to Parent Customer.
The Search (
) icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.
Yes File Name Used to specify the name and path of the file that you want to upload. Note: You can also click the Browse button corresponding to this field to browse to the location where the file is available in the system.Yes Replace Existing File Used to indicate whether you want to replace any existing file in the system. You must select this check box when you want to upload the same file once again. No Comments Used to specify additional information about the upload request. No -
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Click the Browse button corresponding
to the File Name field.
The Choose File to Upload dialog box appears.
- Browse to the location where the file that you want to upload is available in the system.
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Click Open.
The file name along with the path appears in the File Name field.
- Select the Replace Existing File check box depending on whether you want to upload the same file once again in the system.
- Define characteristics for the upload request, if required.
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Click Save.
A message appears indicating the number of records which are successfully uploaded. Then, an upload request is created in the Draft status. If the required identifier (such as account ID, person ID, policy ID, or bill group ID) is available in the record, the status of the record is set to Pending. However, if the required identifier could not be derived from the system, the status of the record is set to Invalid.
Related Topics
For more information on... | See... |
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Upload Request screen | Upload Request (Used for Searching) |
How to define a characteristic for an upload request | Defining a Characteristic for an Upload Request |