Adding a Plan in a Policy

Prerequisites

To add a plan in a policy, you should have:

  • Policy plan templates defined in the application.

  • Policy plan business objects defined in the application.

  • Pricing rule types defined in the application.

  • Characteristic types defined in the application (where the characteristic entity is set to Policy Plan)

Procedure

To add a plan in a policy:

  1. Ensure that the Policies & Plans section is expanded in the Policies page when you are adding, editing, or removing a policy plan from a policy.
  2. Click the Add (The Add Icon) icon in the Policy Plans column corresponding to the policy in which you want to add a policy plan.

    The following columns appear in the Policies & Plans section:

    Column Name Column Description Mandatory (Yes or No)
    Sequence No. Displays the sequence number of the policy plan. Not applicable
    Template Indicates the policy plan template using which the policy plan is added in the policy. Not applicable
    Plan Number Displays the policy plan number. Not applicable
    Price Item Displays the price item that is associated with the policy plan. Not applicable
    View / Edit On clicking the View / Edit (The Edit Icon) icon, you can view or edit the details of the policy plan. Not applicable
    Note: No information appears in the above columns if a plan is not yet added in the policy.
  3. Click the Add New Plan button in the Policies & Plans section.
    The Select Policy Plan Template screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Template Used to indicate the template using which you want to define the policy plan for the policy.
    Note: By default, the Policy Plan - Healthcare option is selected.
    		 Yes
    Business Object Used to indicate the business object using which you want to define the policy plan for the policy.
    Note: By default, the Policy Plan option is selected.
    		 Yes
  4. Select the required template and business object from the respective fields.
  5. Click OK.

    The Plan screen appears. It contains the following sections:

    • Main - Used to specify the basic details about the policy plan.

    • Pricing Rule Types - Used to associate the pricing rule types with the policy plan.

    • Characteristics - Used to define the characteristics for the policy plan.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Used to indicate the price item which you want to directly associate with the policy plan.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears.

    On the specifying the price item, the concatenated string of information about the price item appears corresponding to the Price Item field separated by a comma (,).

    		 Yes
    Plan Number Used to specify the policy plan number. Yes
    Plan Name Used to specify the description for the policy plan. No
    Start Date Used to specify the date from when the policy plan is effective for the policy.
    Note:

    The policy plan start date cannot be earlier than the policy start date and later than the policy end date.

    The policy plan start date cannot be later than the policy plan end date.

    		 Yes
    End Date Used to specify the date till when the policy plan is effective for the policy.
    Note:

    The policy plan end date cannot be earlier than the policy start date and later than the policy end date.

    The policy plan end date cannot be earlier than the policy plan start date.

    		 No
  6. Enter the required details in the Main section.
  7. Associate the pricing rule types with the policy plan in the Pricing Rule Types section, if required.
  8. Define the characteristics for the policy plan in the Characteristics section, if required.
  9. Click Validate and Save.
    The policy plan is added in the policy.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to define a policy Defining a Policy
How to edit the policy details Editing the Policy Details
How to associate a pricing rule type with a policy plan Associating a Pricing Rule Type with a Policy Plan
How to define a characteristic for a policy plan Defining a Characteristic for a Policy Plan