Copying a Delinquency Process Type Preference

Instead of creating a delinquency process type preference from scratch, you can create a new delinquency process type preference using an existing delinquency process type preference. This is possible through copying a delinquency process type preference. On copying a delinquency process type preference, the details including the attributes are copied to the new delinquency process type preference. You can then edit the details, if required.

Prerequisites

To copy a delinquency process type preference, you should have:

  • Delinquency process type preference (whose copy you want to create) defined in the application

  • Values defined in the MAP_​ENTITY_​FLG lookup field

  • Values defined in the FIELD_​CAT_​FLG lookup field

Procedure

To copy a delinquency process type preference:

  1. Search for the delinquency process type preference in the Field Mapping screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the delinquency process type preference whose copy you want to create.

    The Field Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details of the delinquency process type preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the delinquency process type preference. Yes
      Description Used to specify the description for the delinquency process type preference. Yes
      Detailed Description Used to specify additional information about the delinquency process type preference. No
      Status Used to indicate the status of the delinquency process type preference. The valid values are:
      • Active

      • Inactive

      Yes
      Preference Category Indicates the category to which the preference belongs. The valid values are:
      • Delinquency Process Type

      Not applicable
    • Preference Settings - Used to set the attributes in the delinquency process type preference. It contains the following fields in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute which you want to set in the delinquency process type preference. The valid values are:
      • Active Individual Delinquency - Used when you want to create a delinquency process for an active customer.

      • Benefit Sub Type - Used when you want the system to consider the benefit charges of the specified benefit sub type to derive the appropriate delinquency process type for the account.

      • Effectuated Individual Delinquency for Ancillary - Used when you want to create an effectuated individual delinquency process for ancillary services.

      • Effectuated Individual without Benefit - Used when you want to create an effectuated individual delinquency process without any benefit services.

      • Effectuated Individual with Benefit - Used when you want to create an effectuated individual delinquency process including the benefit services.

      • Non-Effectuated Individual Delinquency - Used when you want to create a non-effectuated individual delinquency process.

      • Termed Individual Delinquency - Used when you want to create a delinquency process for an inactive customer.

      Yes (Conditional)
      Note: This field is required while setting an attribute in the delinquency process type preference.
      Value Used to specify the attribute value. The attribute value that you can specify varies depending on the attribute you want to set in the delinquency process type preference:
      If the attribute is set to... Then, this field is...
      Active Individual Delinquency Used to indicate the delinquency process type using which you want to create the delinquency process when the main customer of the account, for which you want to create the delinquency process, is an active customer. An individual is deemed to be an active customer when at least one membership of the individual customer is in the Active status.
      Note: Here, you must specify the delinquency process type which is already defined in the system.
      Benefit Sub Type Used to indicate the benefit sub type. The system considers the benefit (i.e. subsidy) charges of the specified benefit sub type to derive the appropriate delinquency process type for the account. The system considers this attribute when the Active Individual Delinquency attribute is not defined and when paid through date is present on the account.
      Effectuated Individual Delinquency for Ancillary Used to indicate the delinquency process type using which you want to create the delinquency process when the following conditions are met:
      • The Active Individual Delinquency attribute is not defined

      • Paid through date is present on the account

      • Earliest unpaid coverage period does not include subsidy charges

      • Individual is enrolled to a health plan which belongs to a non-medical health product

      Yes (Conditional)
      Note: This field is required while setting an attribute in the delinquency process type preference.
      If the attribute is set to... Then, this field is...
      Effectuated Individual without Benefit Used to indicate the delinquency process type using which you want to create the delinquency process when the following conditions are met:
      • The Active Individual Delinquency attribute is not defined

      • Paid through date is present on the account

      • Earliest unpaid coverage period does not include subsidy charges

      • Individual is enrolled to a health plan which belongs to a medical health product

      Effectuated Individual with Benefit Used to indicate the delinquency process type using which you want to create the delinquency process when the following conditions are met:
      • The Active Individual Delinquency attribute is not defined.

      • Paid through date is present on the account

      • Earliest unpaid coverage period includes subsidy charges

      Non-Effectuated Individual Delinquency Used to indicate the delinquency process type using which you want to create the delinquency process when the Active Individual Delinquency attribute is not defined and the paid through date is not present on the account.
      Termed Individual Delinquency Used to indicate the delinquency process type using which you want to create the delinquency process when the main customer of the account, for which you want to create the delinquency process, is an inactive customer. An individual is deemed to be an inactive customer when all memberships of the individual customer is in the Terminated status.
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:
      • Account

      • Adjustment

      • Billable Charge

      • Membership

      • Payment

      • Policy

      Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.
      No
      Note: While defining a delinquency process type preference, you must set at least one attribute in the delinquency process type preference.
    Tip: Alternatively, you can copy a delinquency process type preference by clicking the Duplicate button in the Field Mapping zone.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the delinquency process type preference, if required.
  5. Click Save.
    The new delinquency process type preference is defined.

Related Topics

For more information on... See...
How to search for a delinquency process type preference Searching for a Delinquency Process Type Preference
Field Mapping zone Field Mapping