Submitting an Upload Request
Procedure
To submit an upload request:
- Search for the upload request in the Upload Request screen.
-
In the Search Results section, click
the link in the Upload Request Information column
corresponding to the upload request that you want to submit.
The Upload Request screen appears.
-
Click the Submit button in the Upload Request zone.
The system behaves in the following manner:
If... Then... The Approval Required check box is selected in the upload request type using which the upload request is created A To Do of the specified To Do type is created and sent to the approver for approval. The following table lists the To Do type using which the To Do is created for the different upload requests: Upload Request To Do Type Bill Cycle Update C1-BCUUR Billable Charge C1-BCUR Contract Rider Update C1-CRUUR Hold Request C1-HLDUR Refund Request C1-REFUR Write Off Request C1-WOUR Policy Reinstatement C1-RPUR Bill Group Sorting C1-BGSRT Bill Group Derivation and Pricing Parameters C1-BGDVP In addition, the status of the upload request is changed to Approval In Progress.
The Approval Required check box is not selected in the upload request type using which the upload request is created and the number of valid records in the upload request does not exceed the online record process limit defined in the C1-DEFERUPLD algorithm. The following table lists the behavior for the different upload requests: Upload Request Behaviour Bill Cycle Update The bill cycle information is updated for the accounts. Billable Charge The billable charges are created. Contract Rider Update The contract rider information is updated for the contracts. Hold Request The hold requests are created. Refund Request The refund requests are created. Write Off Request The write off requests are created. Policy Reinstatement The policies are reinstated and the status of the policies is changed to the one defined in the Policy Status after Processing Reinstatement Upload Request parameter of the C1-REN-VALID algorithm. Bill Group Sorting The sort ID is defined for the respective bill group. Bill Group Derivation and Pricing Parameters The derivation and pricing parameters are defined for the respective bill group and sort ID combination. In addition, the status of the upload request is changed to Processed.
The Approval Required check box is not selected in the upload request type using which the upload request is created and the number of valid records in the upload request exceeds the online record process limit defined in the C1-DEFERUPLD algorithm The system changes the status of the upload request to Deferred Processing. When the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked, the system checks whether there are any upload requests in the Deferred Processing status. If there is an upload request in the Deferred Processing status, the system behaves in the following manner for the different upload requests: Upload Request Behaviour Bill Cycle Update The bill cycle information is updated for the accounts. Billable Charge The billable charges are created. Contract Rider Update The contract rider information is updated for the contracts. Hold Request The hold requests are created. Refund Request The refund requests are created. Write Off Request The write off requests are created. Policy Reinstatement The policies are reinstated and the status of the policies is changed to the one defined in the Policy Status after Processing Reinstatement Upload Request parameter of the C1-REN-VALID algorithm. Bill Group Sorting The sort ID is defined for the respective bill group. Bill Group Derivation and Pricing Parameters The derivation and pricing parameters are defined for the respective bill group and sort ID combination. In addition, the status of the upload request is changed to Processed.
Note:The Submit button appears when the upload request is in the Validated status.
Related Topics
For more information on... | See... |
---|---|
Upload Request screen | Upload Request (Used for Viewing) |
Upload Request zone | Upload Request |
How to search for an upload request | Searching for an Upload Request |