Approval Workflow for the Self-Funded Pricing Rules

Oracle Revenue Management and Billing enables you to configure the approval workflow process for the claim, specific stop-loss, aggregate stop-loss, retention type claim based, retention type enrollment based, flat fees, ancillary, discount, or level funded pricing rules. The following approval workflow groups are shipped with the product:

To enable the approval workflow process for the pricing rules, you need to do the following:

1. Create the required approval workflow chains, approval workflow criterion types, approval workflow group chain linkages, and approval workflow reasons.

   Note: The Field Level Approval feature is not supported for the self-funded pricing rules. Therefore, you should not define field approval rule criteria while creating the approval workflow group chain linkage for the above listed approval workflow groups.

2. Define the approval workflow settings for the respective approval workflow group and set the Active field to Yes.

3. Ensure that the following value is set in the respective option type of the C1-ASOBLLNG feature configuration:

   Option Type	Value
   Approval Workflow Group for Claim	C1PRCRLCLM
   Approval Workflow Group for SSL	C1PRCSSL
   Approval Workflow Group for ASL	C1PRCASL
   Approval Workflow Group for Retention Type Claim Based	C1PRETCLM
   Approval Workflow Group for Retention Type Enrollment Based	C1PRRETENR
   Approval Workflow Group for Flat Fees	C1PRFLTFEE
   Approval Workflow Group for Ancillary	C1PRCANC
   Approval Workflow Group for Discount Arrangement	C1PRCDA
   Approval Workflow Group for Level Funded	C1PRCLVLFN

Once the approval workflow process is enabled for the pricing rules of a particular category (for example, Claim), the system creates an approval transaction whenever you define, edit, or delete a pricing rule of the respective category (i.e. whenever you define, edit, or delete a claim pricing rule). You can view the approval transactions which are created while defining, editing, and deleting the parent customer's and bill groups' pricing rules in the Pricing Rule Approval Transactions zone of the Customer 360° Information screen. On clicking the link in the Approval Transaction ID column corresponding to an approval transaction, the Comparison: New versus Existing screen appears. It allows the approver to review the pricing rule and accordingly approve, reject, or cancel the approval transaction.

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