Configuring an Event for a Delinquency Process Type

Procedure

To configure an event for a delinquency process type:

  1. Ensure that the Delinquency Process Event Types section is expanded when you are defining or editing a delinquency process type.

    The Delinquency Process Event Types section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to specify the order in which the events are executed.
    Note: The event execution is totally based on the sequence of trigger dates.
    		 Yes
    Delinquency Event Type Used to indicate the type of event configured in the delinquency process type.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Delinquency Event Type field. On clicking the Search icon, the Delinquency Event Type Search window appears.

    		 No
    Trigger Period Used to indicate the period when you want to trigger an event using the delinquency event type. The valid values are:

    • After Grace End Date

    • Before Grace End Date

    Note:

    By default, this field is disabled. It is enabled only when you select the Latest Bill Due Date with Grace Period option from the Trigger Date Calculation Mode field.

    The system calculates the trigger date based on the trigger period. If you select the After Grace End Date option, the system calculates the trigger date using the following formula:
    Trigger Date = Grace End Date + Wait Days
    If you select the Before Grace End Date option, the system calculates the trigger date using the following formula:
    Trigger Date = Grace End Date - Wait Days
    		 Yes (Conditional)
    Note: This field is required when you select the Latest Bill Due Date with Grace Period option from the Trigger Date Calculation Mode field.
    Wait Period Source Used to indicate the source from where the wait period is received. The valid values are:

    • Algorithm

    • Delinquency Process Type

    Note:

    You need to configure the Derive Wait Period Details based on Business Rules (C1-DERWDBR) algorithm in the delinquency process type, if you select the Algorithm option from the Wait Days Source field.

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

    		 Yes
    Wait Days Used to specify the wait period (in days) after which the delinquency event is triggered.
    Note: This field is disabled only when you select the Monthly Cyclic option from the Wait Period field.
    		 Yes (Conditional)
    Note: This field is required when you have selected the Wait Days option from the Wait Period field.
    Wait Months Used to specify the wait period (in months) which is used to calculate the trigger date.
    Note: By default, this field is disabled. It is enabled only when you select the Monthly Cyclic option from the Wait Period field.
    		 No
    Day of Month Used to indicate the particular day of the month which is retrieved using the wait months.
    Note: By default, this field is disabled. It is enabled only when you select the Monthly Cyclic option from the Wait Period field.
    		 Yes (Conditional)
    Note: This field is required when you have selected the Monthly Cyclic option from the Wait Period field.
    Move Past Dated Event To Future Used to indicate whether you want to move the past dated event to a future date.
    Note: By default, this field is disabled. It is enabled only when you select the Monthly Cyclic option from the Wait Period field.
    		 No
    Preview Required Used to indicate whether an delinquency event requires a preview before it is actually triggered. No
    Preview Days Used to specify the preview period (in days) prior to which the delinquency event is triggered for preview.
    Note: The system calculates the preview date based on preview days. The preview date is calculated using the following formula:
    Preview Date = Trigger Date - Preview Days
    		 No
    Skip Past Event Used to indicate whether you want to skip any event if the calculated trigger date for the event is past dated. No
    Eligibility Rule Type Used to indicate the rule type eligibility for the delinquency process type.
    Note:

    To define the rule type eligibility, you need to do the following:

    • Define the required parameters using the following source entities:

      • Account

      • Health Plan

      • Health Product

      • Person

      and set the parameter usage to Rule Eligibility Criteria.

    • Define a rule type where the rule type usage is set to Delinquency Process Event Eligibility.

    • Define a rule using the rule type with a parameter configured using the above source entities.

    For example, you configure a parameter (created using the Health Plan source entity) within a rule type and create a rule using the respective rule type. When the C1-DPEVL batch is executed, the system invokes the rules engine for each health plan associated with the memberships which are derived using the membership derivation algorithm. If the rules engine returns with a Success status at least for one health plan, the system includes the configured event in the delinquency process, else the event is deleted from the delinquency process.

    Once the C1-ACDLQ batch is executed, the system adds all the events irrespective of eligibility in the delinquency process, and later on the C1-DPEVL batch evaluates the eligibility for each event.

    		 No
    Send Membership Level Notification Source Used to indicate the source from where the send membership level notification information is received. The valid values are:

    • Algorithm

    • Delinquency Process Type

    Note:

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

    This field is not applicable for Individual Delinquency purposes.

    		 Yes (Conditional)
    Note: This field is required when you have selected an option from the Send Membership Level Notification field.
    Send Membership Level Notification Used to indicate whether you want to send membership level notification when customer contacts are created as part of the events in the delinquency process created using the delinquency process type. The valid values are:

    • Send Member Level Notification Required

    • Send Member Level Notification Not Required

    Note: This field is not applicable for Individual Delinquency purposes.
    		 Yes (Conditional)
    Note: This field is required when you have selected an option from the Send Membership Level Notification Source field.
  2. Enter the required details in the Delinquency Process Event Types section.
  3. If you want to add more than one event in a delinquency process type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an event from a delinquency process type, click the Delete (The Delete Icon) icon corresponding to the Audit Event Type field.
  4. Click Save.
    The event is configured in a delinquency process type.