Automatic Refund/Write Off Preference

The Automatic Refund/Write Off Preference enables you to set the attributes which are used while generating automatic refund and/or write off requests for the accounts during fully-insured group policy and individual membership termination. You should define two separate field mappings of the Automatic Refund/Write-Off preference category - one for each line of business (i.e. fully-insured group business and fully-insured individual business).

For more information about the attribute, see Defining an Automatic Refund/Write Off Preference.

You can define, edit, delete, and copy an automatic refund/write off preference through the Field Mapping screen.

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