Defining an Upload Request Type
Prerequisites
To define an upload request type, you should have:
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Upload request business objects defined in the application
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Defer algorithm for adjustment is defined using the C1-UPLDEFEVL algorithm type
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Defer algorithm for upload is defined using the C1-DEFERUPLD algorithm type
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Algorithm defined using the C1-MTCIALG algorithm type when you want to create adjustment using the Contract match type
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C1-ADJUP To Do type assigned to a To Do role whose users must receive To Do while submitting an adjustment upload request for approval
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C1-BCUUR To Do type assigned to a To Do role whose users must receive To Do while submitting a bill cycle update upload request for approval
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C1-CRUUR To Do type assigned to a To Do role whose users must receive To Do while submitting a contract rider update upload request for approval
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C1-HLDUR To Do type assigned to a To Do role whose users must receive To Do while submitting a hold upload request for approval
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C1-REFUR To Do type assigned to a To Do role whose users must receive To Do while submitting a refund upload request for approval
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C1-WOUR To Do type assigned to a To Do role whose users must receive To Do while submitting a write off upload request for approval
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C1-BCUR To Do type assigned to a To Do role whose users must receive To Do while submitting a billable charge upload request for approval
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C1-RPUR To Do type assigned to a To Do role whose users must receive To Do while submitting a reinstatement upload request for approval
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C1-BGSRT To Do type assigned to a To Do role whose users must receive To Do while submitting a bill group sorting upload request for approval
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C1-BGDVP To Do type assigned to a To Do role whose users must receive To Do while submitting a bill group derivation and pricing parameters upload request for approval
Procedure
To define an upload request type:
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Click the Admin link in the Application toolbar.
A list appears.
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From the Admin menu, select U and then click Upload Request Type.
A sub-menu appears.
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Click the Add option from the Upload Request Type sub-menu.
The Select Business Object screen appears. It contains the following field:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Business Object Used to indicate the business object that you want to use to create the upload request type. Yes Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Upload Request Type screen.Note: The Select Business Object screen appears when there are multiple upload request type business objects defined in the application. If there is only one upload request type business object defined in the application, the Upload Request Type screen appears. - Select the required upload request type business object from the respective field.
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Click OK.
The Upload Request Type screen appears. It contains the following sections:
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Main - Used to specify basic details about the upload request type.
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Characteristics - Used to define the characteristics for the upload request type.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Used to specify the upload request type. Yes Upload Request Type Business Object Indicates the upload request type business object used while defining the upload request type. Not applicable Upload Request Business Object Used to indicate the business object that you want to use while creating the upload request. Yes Description Used to specify the description for the upload request type. Yes Detailed Description Used to specify additional information about the upload request type. No Status Used to indicate the status of the upload request type. The valid values are: -
Active
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Inactive
Yes File Size (KB) Used to specify the maximum size of file (in kilobytes) that you can upload using the upload request type. If you upload a file which exceeds the maximum file size, the system will not allow you to upload the file. Note: This field appears when Adjustment Upload Request Type business object is selected.Yes Defer Algorithm Used to attach an algorithm that will be triggered when you create entities (for example, adjustments) or approve the uploaded file (for example, adjustment data file). This algorithm checks whether the number of records in the uploaded file exceeds the online record process limit (defined in the Defer algorithm). If the number of records in the uploaded file does not exceed the online record process limit, the system creates the entities (for example, adjustments) in the real time (i.e. immediately). However, if the number of records in the uploaded file exceeds the online record process limit, the system creates the entities (for example, adjustments) in the deferred mode. Note:Deferred mode means in the background when the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked. You can configure the Upload Request Periodic Monitor (C1-UPLRQ) batch such that it is executed at regular intervals. When the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked, the system checks whether there are any upload requests in the Deferred status. If there is an upload request in the Deferred status, the system creates the entities (for example, adjustments).
This field appears when Adjustment Upload Request Type business object is selected.
In Upload Request Type, online and deferred mode is used for processing the file if approval is not required. The defer algorithm is invoked if the number of records to be processed on the respective business object is more than the count specified on the algorithm then the status for number of records is changed from Validated to Deferred Processing else the status is changed to Processed.Note: The Search (
) icon appears corresponding to this
field. On clicking the Search icon, the Algorithm Search window appears.Yes Entity Business Object Used to indicate for creating Business Object of the entity using the upload request type. Note:The Search (
) icon appears corresponding to
this field. On clicking the Search icon, the Business Object Search window appears.This field appears when Upload Request Type business object is selected.
No Approval Required Used to indicate whether approval is required for a file which is uploaded using the upload request type. No Approval To Do Type Used to indicate that To Do entry of the specified To Do type must be created when you submit the upload request for approval. Note:The Search (
) icon appears corresponding to this
field. On clicking the Search icon, the To Do Type Search window appears.The following table lists the To Do type using which the To Do must be generated for the different upload requests:
Upload Request To Do Type Adjustment C1-ADJUP Bill Cycle Update C1-BCUUR Billable Charge C1-BCUR Contract Rider Update C1-CRUUR Hold Request C1-HLDUR Refund Request C1-REFUR Write Off Request C1-WOUR Policy Reinstatement C1-RPUR Bill Group Sorting C1-BGSRT Bill Group Derivation and Pricing Parameters C1-BGDVP Yes (Conditional) Note: This field is required when the Approval Required check box is selected.Approval To Do Role Used to indicate that users with the specified To Do role can only approve the upload request submitted for approval. Yes (Conditional) Note: This field is required when the Approval Required check box is selected.FK Reference Used to indicate the FK Reference code to display the entity information. Note:The Search (
) icon appears corresponding to this
field. On clicking the Search icon, the Foreign Key Search window appears.This field appears when Upload Request Type business object is selected.
No In addition, this section contains the following fields in the grid:
Note: This field appears when Adjustment Upload Request Type business object is selected.Field Name Field Description Mandatory (Yes or No) Match Type Used to indicate the match type using which you want to create adjustments when you upload a file using the upload request type. The valid values are: -
Contract
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Contract Type
Yes (Conditional) Note: This field is required when you select the Adjustment Upload Request option from the Upload Request Business Object list.Algorithm Used to attach an algorithm that will be triggered when you upload an adjustment data file. This algorithm determines the contract against which the adjustment must be created. Note: The Search () icon
appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears.Yes (Conditional) Note: This field is required when you select the match type from the respective field. -
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Enter the required details.
Note:
You can search for an algorithm by clicking the Search (
) icon
corresponding to the respective field.If you want to associate more than one match type with the upload request type, click the Add (
) icon and then specify
the details. However, if you want to remove a match type from the
upload request type, click the Delete (
) icon corresponding to the match type. - Define characteristics for the upload request type, if required.
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Click Save.
The upload request type is defined.
Related Topics
| For more information on... | See... |
|---|---|
| Upload Request Type screen | Upload Request Type |
| Upload Request Type List zone | Upload Request Type List |
| How to define a characteristic for an upload request type | Defining a Characteristic for an Upload Request Type |