Pricing Rule Approval Transactions

The Pricing Rule Approval Transactions zone lists the following information:

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A parent customer who is associated with the self-funded policy The Pricing Rule Approval Transactions zone lists the approval transactions which are created while defining, editing, and deleting the parent customer's and bill groups' pricing rules.
A bill group who is associated with the self-funded policy The Pricing Rule Approval Transactions zone lists the approval transactions which are created while defining, editing, and deleting the pricing rules of the bill group.
A parent customer who is associated with the fully-insured group policy The Pricing Rule Approval Transactions zone lists the approval transactions which are created while defining, editing, and deleting the pricing rules of different entities (such as parent customer, fully-insured group policy, policy plans, and state of issue).
A bill group who is associated with the fully-insured group policy The Pricing Rule Approval Transactions zone lists the approval transactions which are created while defining, editing, and deleting the pricing rules of different entities (such as parent customer, fully-insured group policy, policy plans, and state of issue).

It contains the following columns:

Column Name Column Description
Submitted On Displays the date and time when the approval transaction is created by the submitter.
Approval Transaction ID Displays the approval transaction ID.
Note: It has a link. On clicking the link, the Comparison: New versus Existing screen appears where you can review and accordingly approve, reject, or revert the changes.
Pricing Level Indicates whether the approval transaction is created for a pricing rule which is defined at the parent customer or bill group level. The valid values are:

  • Parent Customer

  • Bill Group
Person Name Indicates the person for whom the pricing rule is created.
Pricing Rule Type Indicates the pricing rule type using which the pricing rule is created.
Price Item Information Indicates the price item for which the pricing rule is created.
Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
Start Date Displays the date from when the pricing rule is effective.
End Date Displays the date till when the pricing rule is effective.
Approval Status Indicates the status of the approval transaction. The valid values are:

  • Approved

  • Cancelled

  • Deleted

  • Inprocess

  • Pending

  • Rejected
Action Indicates the type of action performed by the submitter on the pricing rule. The valid values are:

  • Add

  • Update

  • Delete
Submitted By Indicates the user who has performed the action on the pricing rule.
Assigned To Indicates the user to whom the approval transaction is manually assigned for review.
Approved/Rejected By Indicates the user who has approved or rejected the approval transaction.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

You can filter the list using various search criteria (such as, Status, Assigned To, and Price Item) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.