Approving an Upload Request

You can view the number of upload requests which are pending for approval from 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.

To approve an upload request, you should have:

  • Required approval To Do role assigned in the system

Procedure

To approve an upload request:

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

    1. Search for the upload request with the Approval In Progress status in the Upload Request screen.

      A list of upload requests with the respective status appears in the search results.

    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.
    Review an 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 List screen appears.

    3. Click the Search (The Search Icon) icon corresponding to the To Do Type field.

      The To Do Type for User Search window appears.

    4. Enter the required To Do type in the To Do Type field.

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

      The To Do List screen appears.

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

    7. 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 details in the Upload Request screen.
  3. If the information in the upload request is accurate, 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 entities are created or updated for the respective upload request:

    • Accounts' Bill Cycle Update Upload Request - On processing this upload request, the bill cycle of the respective accounts is updated.

    • Bill Group Derivation and Pricing Parameters Upload Request - On processing this upload request, the derivation and pricing parameters of the respective bill group and sort ID combination are updated.

    • Bill Group Sort Record Creation Upload Request - On processing this upload request, the sort ID is defined for the respective bill group.

    • Billable Charge Creation Upload Request (Financial Services) - On processing this upload request, the billable charge is created against the contract.

    • Billable Charge Creation Upload Request (Health Insurance) - On processing this upload request, the billable charge is created against the contract at the group membership or individual membership level or at the policy plan level.

    • Contract Rider Update Upload Request - On processing this upload request, the contract rider information is updated for the respective contract.

    • Hold Request Creation Upload Request - On processing this upload request, the hold request is created for the respective entity.

    • Refund Request Creation Upload Request - On processing this upload request, the refund request is created for the respective account.

    • Policy Reinstatement Upload Request - On processing this upload request, the respective fully insured group policy is reinstated.

    • Payment Tender Cancellation Upload Request - On processing this upload request, the respective payment tenders, payments, and payment events are canceled.

    • Write Off Request Creation Upload Request - On processing this upload request, the write off request is created for the respective account.

    If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, 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 status of the upload request is changed to Deferred Processing.
    Note:

    You need to execute the Upload Request Periodic Monitor (C1-UPLRQ) batch. It considers the upload requests which are in the Deferred Processing status and then accordingly creates or updates the entities depending on the upload request (as mentioned above). If the record is successfully processed, the status of the record is changed to Processed. However, if the record could not be processed successfully due to any reason, the status of the record is changed to Error. Finally, the status of the upload request is changed to Processed.
    Note:

    The Approve button appears when the following conditions are met:

    • 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...
How to search for an upload request Searching for an Upload Request
Upload Request screen Upload Request (Used for Viewing)
Upload Request zone Upload Request