Adding a Process in a Hold Request

Prerequisites

To add a process in a hold request, you should have:

  • Required applicable processes added in the respective hold request type

Procedure

To add a process in a hold request:

  1. Ensure that the Hold Processes section is expanded when you are creating or editing a hold request.

    The Hold Processes section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Hold Process Used to indicate the process that you want to keep on hold. The system then holds the selected process of those entities whose start and end dates fall with the process’s start and end dates.
    Note:

    The list includes only those processes which are selected in the respective hold request type.

    Depending on the entity level selected, the system enables you to select the following processes:

    • If the entity level is set to Account, you can select the Auto Pay, Bill Generation, Delinquency, Funding, Overdue, and/or Refund option (if available) from the Hold Process list. However, note that you cannot select both the Overdue and Delinquency processes at a time in the hold request.

    • If the entity level is set to Person, you can select the Bill Generation, Delinquency, and/or Funding option (if available) from the Hold Process list.

    • If the entity level is set to Bill, you can only select the Funding option from the Hold Process list.

    The Overdue process is valid for the financial services and health insurance domains but the Delinquency process is valid only for the health insurance domain.

    		 Yes
    Start Date Used to specify the date from when the process of an entity is kept on hold.
    Note:

    The hold process start date must be between the hold request start and end dates.

    The hold process start date cannot be later than the hold process end date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 Yes
    End Date Used to specify the date till when the process of an entity is kept on hold.
    Note:

    The hold process end date must be between the hold request start and end dates.

    The hold process end date cannot be earlier than the hold process start date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
  2. Enter the required details in the Hold Processes section.
    Note: You must specify at least one process while creating a hold request.
  3. If you want to add more than one process in the hold request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a process from the hold request, click the Delete (The Delete Icon) icon corresponding to the hold process.

Related Topics

For more information on... See...
How to create a hold request Creating a Hold Request