Configuring the Automatic Termination and Reinstatement Process in a Delinquency Process Type

Procedure

To configure the automatic termination and reinstatement process in a delinquency process type:

  1. Ensure that the Termination and Reinstatement Configuration section is expanded when you are defining or editing a delinquency process type.

    The Termination and Reinstatement Configuration section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Termination Reinstatement Configuration Source Used to indicate the source from where the termination and reinstatement configuration is received. The valid values are:

    • Algorithm

    • Delinquency Process Type

    Note:

    By default, the Delinquency Process Type option type is selected.

    You need to configure the Derive Termination and Reinstatement configuration based on Business Rules (C1-DERTROBR) algorithm in the delinquency process type, if you select the Algorithm option from the Termination Reinstatement Configuration Source field.

    		 Yes
    Trigger Termination Process Used to indicate an option based on which the termination process is triggered. The valid values are:

    • After X Days

    • Immediate

    • Month End

    Note: This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.
    		 Yes (Conditional)
    Note: This field is required when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.
    Termination Wait Days Used to specify the wait period (in days) after which the termination process is triggered.
    Note:

    You cannot specify a negative value in the Termination Wait Days field. If you do not specify the termination wait days, by default, it is set to zero (0).

    This field is enabled only when you select the After X Days option from the Trigger Termination Process field.

    		 No
    Allow Automatic Reinstatement Used to indicate whether you want to allow automatic reinstatement of the individual membership. The valid values are:

    • Yes

    • No

    Note:

    This field is not applicable for Individual Delinquency purposes.

    This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.

    		 Yes (Conditional)
    Note: This field is required when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.
    Maximum Automatic Reinstatement Count Used to specify the maximum number of time the system allows automatic reinstatement.
    Note:

    This field is not applicable for Individual Delinquency purposes.

    This field is enabled when you select the Yes option from the Allow Automatic Reinstatement field.

    		 No
    Trigger Reinstatement Process Used to indicate an option based on which the reinstatement process must be triggered. The valid values are:

    • After X Days

    • Immediate

    • Month End

    Note:

    This field is not applicable for Individual Delinquency purposes.

    This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.

    		 Yes (Conditional)
    Note: This field is required when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.
    Reinstatement Wait Days Used to specify the wait period (in days) after which the reinstatement process is triggered.
    Note:

    This field is not applicable for Individual Delinquency purposes.

    This field is enabled only when you select the After X Days option from the Trigger Reinstatement Process field.

    You cannot specify a negative value in the Reinstatement Wait Days field. If you do not specify the reinstatement wait days, by default, it is set to zero (0).

    		 No
    Reinstatement Threshold Used to specify the value based on which the automatic reinstatement takes place.
    Note:

    This field is not applicable for Individual Delinquency purposes.

    You must specify a value for reinstatement threshold which exists between 1 to 100.

    This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.

    		 Yes (Conditional)
    Note: This field is required when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.
    Days Since Termination Used to specify the number of days since the termination effective date for automatic reinstatement to take place.
    Note:

    If you configure the days since termination as 10 days for automatic reinstatement, the system adds days since termination to the termination effective date irrespective of whether termination effective date is elapsed or not. If the termination effective date is elapsed, the system does not perform the automatic reinstatement. In this case, you have to manually conduct the reinstatement process. The automatic reinstatement process is triggered only within the certain number of days once the termination has taken place.

    This field is not applicable for Individual Delinquency purposes.

    This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.

    		 No
    Membership Notification Days Source Used to indicate the source from where the membership notification days information is received. The valid values are:

    • Algorithm

    • Delinquency Process Type

    Note:

    By default, the Delinquency Process Type option type is selected.

    You need to configure the Derive Member Notification Days based on Business Rules (C1-DERMNDAYS) algorithm in the delinquency process type, if you select the Algorithm option from the Membership Notification Days Source field.

    This field is not applicable for Individual Delinquency purposes.

    		 Yes
    Member Notification Days Used to specify the number of days after which the member receives notification.
    Note:

    This field is enabled only when you select the Delinquency Process Type option from the Termination Reinstatement Configuration Source field.

    You cannot specify a negative value in the Member Notification Days field. If you do not specify the member notification days, by default, it is set to zero (0).

    This field is not applicable for Individual Delinquency purposes.

    		 No
  2. Enter the required details in the Termination and Reinstatement Configuration section.
  3. Click Save.
    The automatic termination and reinstatement process is configured in a delinquency process type.