Defining a Characteristic for a Membership
Prerequisites
To define a characteristic for a membership, you should have:
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Characteristic types defined in the application (where the characteristic entity is set to Membership)
Procedure
To define a characteristic for a membership:
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Ensure that the Characteristics section
is expanded when you are defining or editing a membership.
The Characteristics section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the membership. Note: The effective date cannot be earlier than the membership start date and later than the membership end date.Yes (Conditional) Note: This field is required when you are defining a characteristic for the membership.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to MembershipYes (Conditional) Note: This field is required when you are defining a characteristic for the membership.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.
On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
Yes (Conditional) Note: This field is required when you are defining a characteristic for the membership. - Enter the required details in the Characteristics section.
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If you want to define more than one characteristic for
the membership, click the Add () icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the membership, click the Delete () icon corresponding to the characteristic.
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Click Save.
The characteristics are defined for the membership.
Related Topics
For more information on... | See... |
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How to define a membership for a fully-insured group policy plan | Defining a Membership for a Fully-Insured Group Policy Plan |
How to edit a membership of a fully-insured group policy plan | Editing a Membership of a Fully-Insured Group Policy Plan |