Defining a Retention Type Enrollment Based Pricing Rule for a Parent Customer

Prerequisites

To define a retention type enrollment based pricing rule for a parent customer, you should have:

  • Business Object C1-PricingRule defined for the pricing rule.

  • Business Object C1-PrcRuleTypRetEnrollBased defined for retention type enrollment based pricing rule type.

  • Algorithms C1-APPTXNBAS defined for retention type enrollment based pricing rule type.

    Note: A custom algorithm type must be created to validate a transaction.

Procedure

To define a retention type enrollment based pricing rule for a parent customer:

  1. Search for a parent customer in the Customer 360° View screen.
    The Search Result screen appears.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the parent customer whose pricing details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Click the Pricing tab.
    The Pricing tab appears.
  4. Click the Add link in the upper-right corner of the Parent Customer Pricing Rules zone.

    The Pricing Rule screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person Name Displays the person name. Not applicable
    Person Type Displays the person type. Not applicable
    Pricing Rule Type Used to indicate the pricing rule type. The valid values are:

    • Retention Type Enrollment Based Pricing Rule

    		 Yes
    Note: If the pricing rule type is not selected then the application displays an error message.
  5. Select the required pricing rule type in the respective field.
  6. Click OK.
    The Retention Type Enrollment Based Pricing Rule screen appears. It contains the following sections:

    • Customer Information - Displays information about the parent customer for whom you are defining the retention type enrollment based pricing rule. It contains the following fields:

      Field Name Field Description
      Parent Customer Information Indicates the parent customer for whom you are defining the retention type enrollment based pricing rule.
      Pricing Rule Type Indicates the pricing rule type using which you are defining the retention type enrollment based pricing rule.

    • Main - This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Used to indicate the price item for which you want to define the pricing. The valid value are:

      • Administrative Services Fees

      • Administrative Services Fees (No Mandatory Parameters)

      • AS_​RET_​ENRB

      • Consultant Oversight Fees

      		 Yes
      Pricing Start Date Used to specify the start date from when the pricing will be effective for the price item.
      Note: The pricing start date cannot be later than the pricing end date.
      		 Yes (Conditional)
      Note: Pricing Start Date should be entered if Pricing End Date has been mentioned.
      Pricing End Date Used to specify the end date till when the retention type enrollment based pricing will be effective for the price item.
      Note: The pricing end date cannot be earlier than the pricing start date.
      		 No
      Rate Option Used to specify the rate option for the price item. The valid values are:

      • Flat Dollar Per Claim - Agg Daily

      • Retention - Aggregate Monthly

      • Claims

      • Percentage of Claim - Agg Daily

      • Flat Dollar Per Claim - Agg Daily

      On selecting an option from the Rate Option field, following fields appear in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Parameter Used to specify multiple price item parameters based on which you want to determine the price item utilization. No
      Note:

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

      On specifying the price item, the description of the price item appears corresponding to the Price Item Parameter field.
      Parameter Value Used to specify multiple price item parameter values based on which you want to determine the price item utilization. No
      Note:

      The Search (The Search Icon) icon appears corresponding to the Parameter Value field. On clicking the Search icon, the Predefined Parameter Value Search screen appears.

      On specifying the price item, the description of the price item appears corresponding to the Parameter Value Search field.
      		Yes
      Note:

      If you want to define more than one price item parameter to the price item in a retention type enrollment based pricing rule type, click the Add (The Add Icon) icon.

      However, if you want to remove a price item parameter from the price item in a retention type enrollment based pricing rule type, click the Delete (The Delete Icon) icon corresponding to the Price Item Parameter field.
      Exempt Retro Transactions Used to indicate that retro transactions should not be considered for calculation purposes. No
      Fee Used to specify the fee for the price item parameter. No

    • Characteristics - Used to define the characteristics for the retention type enrollment based pricing rule for a parent customer.

  7. Add the required details in the main and characteristics section.
  8. Click Save.
    The retention type enrollment based pricing rule for a parent customer is defined.
    Note:

    If the approval workflow group setting is set as Active for the parent customer, for whom the retention type enrollment based pricing rule is defined then an approval transaction is created for that particular parent customer. The retention type enrollment based pricing rule for a parent customer is defined, once the approval transaction is approved.

Related Topics

For more information on... See...
How to define a characteristic for a retention type enrollment based pricing rule. Defining a Characteristic for a Retention Type Enrollment Based Pricing Rule