Defining Rules in an Auto Pay Instruction

You can define rules in an auto pay instruction when the auto pay type is set to Regular. Once you select a rule type, you can define a rule criteria using the following:

Fields which are selected as the input and output parameters in the rule type
Characteristics of entities which are selected as the rule criteria characteristic entities in the rule type

You can define one or more rules in an auto pay instruction. Each rule contains one or more criteria. If a rule contains more than one criteria, each criteria is executed in the specified sequence. If all criteria defined in the rule are satisfied, the auto pay ID is stamped on the financial transaction during the FT Freeze system event. However, if the rule is not satisfied, each criteria in the next rule is executed in the specified sequence. If all rules defined in the auto pay instruction are not satisfied, the system checks whether the effective auto pay instruction with the next priority satisfies the financial transaction.

Prerequisites

To define rules in an auto pay instruction, you should have:

Input and output parameters defined in the rule type
Characteristic entities and rule criteria derivation algorithm associated with the rule type

Procedure

To define rules in an auto pay instruction:

Ensure that the Rules section is expanded when you are defining, editing, or copying an auto pay instruction.

The Rules section contains the following field:

Field Name	Field Description	Mandatory (Yes or No)
Rule Description	Used to specify the description for the rule.	Yes

In addition, this section contains the Criteria sub-section where you can define the rule criteria. The Criteria section contains the following fields in a grid:

Field Name	Field Description	Mandatory (Yes or No)
Sequence	Indicates the order in which you want to execute the rule criteria.	Not applicable
Criteria Type	Used to indicate whether you want to define the criteria using a field or characteristic type. The valid values are: Field Characteristic	Yes
Criteria Details	Used to define the rule criteria. If the criteria type is set to Field, it contains the following sub-fields: First - Used to indicate the field using which you want to define the criteria. At present, the following fields are only supported while defining a rule based auto pay instruction - Policy Number, Plan Number, and Price Item. Second - Used to indicate the operator that you want to use in the criteria. The valid values are: < <= <> = > >= Between In Like Third - Used to specify the field value in the criteria. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the respective search window appears. The Search () icon appears when the search zone is selected for the respective field while defining input and output parameters for the rule type.	Yes
	If the criteria type is set to Characteristic, it contains the following sub-fields: First - Used to indicate the entity whose characteristic types you want to use while defining the criteria. At present, the following characteristic entities are only supported while defining a rule based auto pay instruction - Adjustment, Billable Charge, Policy, Policy Plan, and Price Item. Second - Used to indicate the characteristic type using which you want to define the criteria. The characteristic types listed change depending on the characteristic entity that you have selected. Third - Used to indicate the operator that you want to use in the criteria. The valid values are: < <= <> = > >= Between In Like Fourth - Used to specify the characteristic value in the criteria. Note: If you select a predefined characteristic type, the Search () icon appears corresponding to this field. On clicking the Search icon, you can search for a predefined characteristic value.

Enter the rule description in the Rules section.
Enter the required details in the Criteria section to define the rule criteria.
If you want to define more than one criteria in the rule, click the Add () icon in the Criteria section and then repeat step 3.

Note: However, if you want to remove a criteria from the rule, click the Delete () icon corresponding to the criteria.
If you want to define more than one rule in the auto pay instruction, click the Add () icon in the Rules section and then repeat step 2 and 3.

Note: However, if you want to remove a rule from the auto pay instruction, click the Delete () icon corresponding to the rule.

Related Topics

For more information on...	See...
How to define an auto pay instruction	Defining an Auto Pay Instruction
How to edit an auto pay instruction	Editing an Auto Pay Instruction
How to copy an auto pay instruction	Copying an Auto Pay Instruction