Prerequisites

To setup the upload request process, you need to do the following:

  • Define the required upload request types in the system.

  • Define the required characteristic types where the characteristic entity is set to Upload Request Type.

  • Define the required characteristic types where the characteristic entity is set to Upload Request.

  • Define the values for the following parameters in the C1-REN-VALID algorithm:

    • Policy Status after Processing Reinstatement Upload Request

    • Policy Reinstatement Status for Reason Verification

  • Define the value for the Online Record Process Limit parameter in the C1-DEFERUPLD algorithm.

  • Define the value for the Policy Status after Processing Reinstatement Upload Request parameter in the C1-REN-PROC algorithm.

  • Assign the C1-BCUUR To Do type to a To Do role whose users must receive the To Do for approving a bill cycle update upload request.

  • Assign the C1-CRUUR To Do type to a To Do role whose users must receive the To Do for approving a contract rider update upload request.

  • Assign the C1-HLDUR To Do type to a To Do role whose users must receive the To Do for approving a hold upload request.

  • Assign the C1-REFUR To Do type to a To Do role whose users must receive the To Do for approving a refund upload request.

  • Assign the C1-WOUR To Do type to a To Do role whose users must receive the To Do for approving a write off upload request.

  • Assign the C1-BCUR To Do type to a To Do role whose users must receive the To Do for approving a billable charge upload request.

  • Assign the C1-RPUR To Do type to a To Do role whose users must receive the To Do for approving a reinstatement upload request.

  • Create a To Do type named C1-BGSRT using the following information:

    • Navigation Option - c1upldrqTabMenu

    • Sort Keys - Define the following sort keys for the To Do type:

      Sort Key Use as Default Sort Order
      Upload Request ID Yes Descending

    • Drill Keys - Define the following drill keys for the To Do type:

      Table Name Field Name
      C1_​UPLOAD_​REQ Upload Request ID

  • Assign the C1-BGSRT To Do type to a To Do role whose users must receive the To Do for approving a bill group sorting upload request.

  • Create a To Do type named C1-BGDVP using the following information:

    • Navigation Option - c1upldrqTabMenu

    • Sort Keys - Define the following sort keys for the To Do type:

      Sort Key Use as Default Sort Order
      Upload Request ID Yes Descending

    • Drill Keys - Define the following drill keys for the To Do type:

      Table Name Field Name
      C1_​UPLOAD_​REQ Upload Request ID

  • Assign the C1-BGDVP To Do type to a To Do role whose users must receive the To Do for approving a bill group derivation and pricing parameters upload request.

  • Set the batch control type of the Upload Request Periodic Monitor (C1-UPLRQ) batch to Timed and define the following attributes:

    • Time Interval

    • Timer Active

    • User ID

    • Batch Language

    • Email Address