C1-EVALDPAPP

This algorithm is invoked when you manually perform the following actions:

  • Hold a Delinquency Process - This algorithm is invoked when the status of a delinquency process is set to Initiate Hold. It checks whether the approval is required for the Hold action in the respective delinquency process type. If the approval is not required while manually holding the delinquency process, the status of the delinquency process is immediately changed to the value (for example, On Hold) specified in the Delinquency Process Hold Status attribute of the delinquency process preference. A hold record is created for the delinquency process in the Active status. However, if the approval is required while manually holding the delinquency process, an approval record is created in the Approval In Progress status. A To Do is created using the approval To Do type to approve the manual hold and assigned to the users with the approval To Do role. In addition, the status of the delinquency process is changed to the value (for example, Delinquency In Progress - Exception Raised) specified in the Delinquency Process Approval In Progress Status attribute of the delinquency process preference.

  • Cancel a Delinquency Process - This algorithm is invoked when the status of a delinquency process is set to Initiate Cancel. It checks whether the approval is required for the Cancel action in the respective delinquency process type. If the approval is not required while manually canceling the delinquency process, the status of the delinquency process is changed to the value (for example, Canceled) specified in the Delinquency Process Canceled Status attribute of the delinquency process preference. However, if the approval is required while manually canceling the delinquency process, an approval record is created in the Approval In Progress status. A To Do is created using the approval To Do type to approve the manual cancellation and assigned to the users with the approval To Do role. In addition, the status of the delinquency process is changed to the value (for example, Delinquency In Progress - Exception Raised) specified in the Delinquency Process Approval In Progress Status attribute of the delinquency process preference.

  • Release Hold on a Delinquency Process - This algorithm is invoked when the status of a delinquency process is set to Initiate Release. It checks whether the approval is required for the Release Hold action in the respective delinquency process type. If the approval is not required while manually releasing the hold on the delinquency process, the status of the delinquency process is immediately changed to its previous status (i.e. Initiated, Delinquency In Progress, or Pending Termination). In addition, the hold end date is set to the date when you manually release the hold on the delinquency process. Finally, the status of hold record is changed to Completed. However, if the approval is required while manually releasing the hold on the delinquency process, an approval record is created in the Approval In Progress status. A To Do is created using the approval To Do type to approve the manual hold release and assigned to the users with the approval To Do role. In addition, the status of the delinquency process is changed to the value (for example, Delinquency In Progress - Exception Raised) specified in the Delinquency Process Approval In Progress Status attribute of the delinquency process preference.

  • Reinstate a Delinquency Process - This algorithm is invoked when the status of a delinquency process is set to Initiate Reinstate. It checks whether the approval is required for the Request Reinstatement action in the respective delinquency process type. If the approval is not required while manually reinstating the delinquency process, the status of the delinquency process is changed to the value (for example, Reinstate) specified in the Delinquency Process Reinstate Status attribute of the delinquency process preference. However, if the approval is required while manually reinstating the delinquency process, an approval record is created in the Approval In Progress status. A To Do is created using the approval To Do type to approve the manual reinstatement and assigned to the users with the approval To Do role. In addition, the status of the delinquency process is changed to the value (for example, Delinquency In Progress - Exception Raised) specified in the Delinquency Process Approval In Progress Status attribute of the delinquency process preference.

Note:

Reinstating a delinquency process is only applicable for the fully insured group business.

The system considers the approval To Do type and approval To Do role specified in the respective delinquency process type. If the approval To Do role is not specified in the respective delinquency process type, the system considers the default To Do role associated with the approval To Do type.

This algorithm is applicable for both the fully insured group and fully insured individual businesses.