Setting the C1_​PERSTYPE Feature Configuration

The C1_​PERSTYPE feature configuration enables the system to determine whether the entities should be created directly or through a customer registration object whenever a health care inbound message is processed. If the person type specified in the health care inbound message matches the person type specified in the Bill Group Person Type , Parent Person Type, or TPA Person Type option type of the C1_​PERSTYPE feature configuration, the system creates or updates the person, account, policy, policy plan, and address through a customer registration object. Note that the memberships, pass-through billable charges, and pricing rules are created directly and not via customer registration object. However, if the person type specified in the health care inbound message does not match the person type specified in the Bill Group Person Type, Parent Person Type, or TPA Person Type option type, the system creates or updates the person and its other entities directly and not through a customer registration object.

Prerequisites

To set the C1_​PERSTYPE feature configuration, you should have:

  • Values defined for the PER_​OR_​BUS_​FLG lookup field

Procedure

To set the C1_​PERSTYPE feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1_​PERSTYPE in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Bill Group Person Type Used to specify the person type which indicates that the person is a bill group.
    Note: You must specify a value which is already defined in the PER_​OR_​BUS_​FLG lookup field. It must be in the Active status.
    		 Yes (Conditional)
    Note: This data is required while creating a bill group through a health care inbound message.
    Parent Person Type Used to specify the person type which indicates that the person is a parent customer.
    Note: You must specify a value which is already defined in the PER_​OR_​BUS_​FLG lookup field. It must be in the Active status.
    		 Yes (Conditional)
    Note: This data is required while creating a parent customer through a health care inbound message.
    TPA Person Type Used to specify the person type which indicates that the person is a third party administrator.
    Note: You must specify a value which is already defined in the PER_​OR_​BUS_​FLG lookup field. It must be in the Active status.
    		 Yes (Conditional)
    Note: This data is required while creating a TPA person through a health care inbound message.
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.

Related Topics

For more information on... See...
Health Care Inbound Message Health Care Inbound Message