Approving an Upload Request

You can view the number of upload requests which are pending for approval in the Upload Request screen. The approver can review, and accordingly approve or reject the upload request based on the observations.

Note: The system will not allow you to approve or reject an upload request submitted by you.

Procedure

To approve an upload request:

  1. Do either of the following:
    If you want to...Then...
    Approve a upload request through the Upload Request screen

    1. Search for the upload request in the Upload Request screen.

    2. In the Search Results section, click the link in the Upload Request Information column corresponding to the upload request which you want to review.
    Approve a upload request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter the required To Do type in the respective field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the upload request that you want to review.
    The Upload Request screen appears.
  2. Review the upload request details.
  3. Click the Approve button in the Upload Request zone.

    The system behaves in the following manner:

    If... Then...
    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 Behavior
    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 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 Behavior
    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 Approve button appears when:

    • The upload request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the upload request.

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