Defining a Binder Payment Preference
Prerequisites
To define a binder payment preference, you should have:
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Values defined for the Binder Payment Field Mapping option type in the C1-ASOBLLNG feature configuration.
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Values defined in the FIELD_CAT_FLG lookup field
Procedure
To define a binder payment preference:
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Click the Admin link in the Application toolbar.
A list appears.
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From the Admin menu, select F and then click Field Mapping.
A sub-menu appears.
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Click the Add option from the Field Mapping sub-menu.
The Select Business Object screen appears. It contains the following field:
Field Name Field Description Mandatory (Yes or No) Field Mapping Business Object Used to indicate the business object using which you want to create a binder payment preference. The valid values are: -
Field Mapping
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Medicare Plan Benefit Package
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Membership Status Reason Mapping
Yes Note: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Field Mapping screen. -
- Select the Field Mapping option from the Field Mapping Business Object list.
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Click OK.
The Field Mapping screen appears. It contains the following sections:
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Main - Used to specify basic details of the binder payment preference. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Preference Used to specify the binder payment preference. Yes Description Used to specify the description for the binder payment preference. Yes Detailed Description Used to specify additional information about the binder payment preference. No Status Used to indicate the status of the binder payment preference. The valid values are: -
Active
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Inactive
Yes -
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Preference Category - This section contains the following field:
Field Name Field Description Mandatory (Yes or No) Preference Category Used to indicate the category to which the preference belongs. The valid values are: -
Billing
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Binder Payment
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Geographic Rating Area
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Individual Membership
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Medicare
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Medicare Plan Benefit
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Member Reconciliation
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Member Relationship and Subscription Tier
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Member Status Reason Preferences
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Statement Construct
Note: You must select Binder Payment option as the preference category while creating a binder payment preference.Yes -
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Preference Settings - Used to set the attributes in the binder payment preference.
Field Name Field Description Mandatory (Yes or No) Attribute Used to indicate the attribute which you want to set in the binder payment preference. The valid values are: -
Binder Contract Type - Used when you want to identify the binder contract in the binder payment preference.
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Consider Binder Liability Amount Flag - Used when you want to set the consider binder liability amount flag once the binder payment is received in the binder payment preference.
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Binder Payment Identification Characteristics Type - Used when you want to identify the membership for whom the payment is received in the binder payment preference.
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Binder Payment Identification ID Type - Used when you want to identify the membership type in the binder payment preference.
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Membership Status Code for Active - Used when you want to define the status code when the membership is in the Active status in the binder payment preference.
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Membership Status Code for Pending Effectuation - Used when you want to define the status code when the membership is in the Pending Effectuation status in the binder payment preference.
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Membership Status Reason on Activating Membership - Used when you want to define the status reason code once the binder payment is received and the membership status is changed to Active for the binder payment preference.
Yes (Conditional) Note: This field is required while defining the settings for a binder payment preference.-
Membership Status Reason Hold/Awaiting Binder Payment - Used when you want to define the status reason code as Hold/Awaiting Binder Payment when the binder payment is not yet received for the membership in the binder payment preference.
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Membership Status Reason when Binder Payment Not Received - Used when you want to define the status reason code as Binder Payment Not Received when the binder payment is not received for the membership in the binder payment preference.
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Membership Status Reason when Binder Payment Received - Used when you want to define the status reason code as Binder Payment Received when the binder payment is received for the membership in the binder payment preference.
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To Do Type for Binder Payment Not Received - Used when you want to specify a To Do type when the binder payment is not received for the membership in the binder payment preference.
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To Do Type for Binder Payment Received - Used when you want to specify a To Do type when the binder payment is received for the membership in the binder payment preference.
Value Used to specify the attribute value. The list varies depending on the attribute you want to set in the binder payment preference: If the attribute is set to... Then... Consider Binder Liability Amount Flag The list includes the following values: -
Yes (Y)
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No (N)
Note:If the value is... Then... Yes (Y) The system considers binder liability amount to calculate the threshold amount. No (N) The system does not calculate the threshold amount. Binder Payment Identification ID Type The list includes only those binder payment identification ID types which are already defined in the system. Yes (Conditional) Note: This field is required while defining the settings for a binder payment preference.Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are: -
Account
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Billable Charge
Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_ENTITY_FLG lookup field.No Note: While defining a binder payment preference, you must set at least one attribute in the binder payment preference. -
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- Select the Binder Payment option from the Preference Category list.
- Enter the required details in the Main section.
- Select the required attribute and value from the respective fields.
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If you want to set more than one attribute in the binder
payment preference, click the Add () icon and then repeat step 8.
Note: However, if you want to remove an attribute from the binder payment preference, click the Delete () icon corresponding to the attribute.
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Click Save.
The binder payment preference is defined.
Related Topics
For more information on... | See... |
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Field Mapping screen | Field Mapping |