Copying a Geographic Rating Area Preference

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

Prerequisites

To copy a geographic rating area preference, you should have:

  • Geographic rating area preference (whose copy you want to create) defined in the application

  • Values defined in the ADDRESS_​SRC_​FLG, ADDRESS_​TYPE_​FLG, and MAP_​ENTITY_​FLG lookup fields

  • Geographic rating areas defined in the application

Procedure

To copy a geographic rating area preference:

  1. Search for the geographic rating area 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 geographical rating area 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 geographic rating area preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the geographic rating area preference. Yes
      Description Used to specify the description for the geographic rating area preference. Yes
      Detailed Description Used to specify additional information about the geographic rating area preference. No
      Status Used to indicate the status of the geographic rating area preference. The valid values are:

      • Active

      • Inactive

      		 Yes
      Preference Category Indicates the category to which the preference belongs. The valid value is:

      • Geographic Rating Area

      		 Not applicable

    • Preference Settings - Used to set the attributes in the geographic rating area 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 geographic rating area preference. The valid values are:

      • Address Source Characteristic Type - Used when the system derives the geographic rating area for a membership.

      • Address Type Characteristic Type - Used when the system derives the geographic rating area for a membership.

      • Default Address Source - Used when the address source characteristic is not defined for any of the following entities:

        • Policy Plan

        • State where the Policy Plan is Issued

        • Policy

        • State where the Policy is Issued

      • Default Address Type - Used when the address type characteristic is not defined for any of the following entities:

        • Policy Plan

        • State where the Policy Plan is Issued

        • Policy

        • State where the Policy is Issued

      • Default Geographic Rating Area - Used when the system is unable to derive the geographic rating area for the following combination:

        • State and zip code (this combination is considered when the Use Plan Details attribute is set to No)

        • State, zip code, policy number, plan number, and source system (this combination is considered when the Use Plan Details attribute is set to Yes)

      • Geographic Rating Area Characteristic Type - Used when the system stores the geographic rating area for a membership.

      • Use Plan Details - Used to indicate whether the policy number, plan number, and source system should be considered while deriving the geographic rating area for a membership.

      		 Yes (Conditional)
      Note: This field is required while setting an attribute in the geographic rating area 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 geographic rating area preference:
      If the attribute is set to... Then, this field is...
      Address Source Characteristic Type Used to specify the characteristic type that indicates the address source. The system supports two address sources named Policy Holder and Main Subscriber. This type of characteristic can be defined for the following entities:

      • Policy Plan

      • State where the Policy Plan is Issued

      • Policy

      • State where the Policy is Issued

      Here, you must specify a characteristic type where the characteristic entity is set to Policy Plan, State, and Policy.

      Note: The C1-ADSRC characteristic type is shipped with the product.
      Address Type Characteristic Type Used to specify the characteristic type that indicates the address type. The system supports three address types named Person Mailing, Person Seasonal, and Account Override. This type of characteristic can be defined for the following entities:

      • Policy Plan

      • State where the Policy Plan is Issued

      • Policy

      • State where the Policy is Issued

      Here, you must specify a characteristic type where the characteristic entity is set to Policy Plan, State, and Policy.

      Note: The C1-ADTYP characteristic type is shipped with the product.
      Default Address Source Used to specify the address source. The valid values are:

      • Main Subscriber

      • Policy Holder

      Note: The list includes only those values which are defined in the ADDRESS_​SRC_​FLG lookup field.
      Default Address Type Used to specify the address type. The valid values are:

      • Person Mailing

      • Person Seasonal

      • Account Override

      Note: The list includes only those values which are defined in the ADDRESS_​TYPE_​FLG lookup field.
      Default Geographic Rating Area Used to specify the geographic rating area.
      Note: Here, you can specify a geographic rating area which is already defined in the system.
      Geographic Rating Area Characteristic Type Used to specify the characteristic type where you can store the geographic rating area. This type of characteristic is defined for the membership. Here, you must specify a characteristic type where the characteristic entity is set to Membership.
      Note: The C1-GEORT characteristic type is shipped with the product.
      Use Plan Details Used to indicate whether the policy plan details should be considered while deriving the geographic rating area for a membership. The valid values are:

      • Yes - Used when you want to derive the geographic rating area using the state, zip code, policy number, plan number, and source system combination.

      • No - Used when you want to derive the geographic rating area using the state and zip code combination.
      		Yes (Conditional)
      Note: This field is required while setting an attribute in the geographic rating area preference.
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:

      • Account

      • Billable Charge

      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 geographic rating area preference, you must set at least one attribute in the geographic rating area preference.
    Tip: Alternatively, you can copy a geographic rating area 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 geographic rating area preference, if required.
  5. Click Save.
    The new geographic rating area preference is defined.

Related Topics

For more information on... See...
How to search for a geographic rating area preference Searching for a Geographic Rating Area Preference
Field Mapping zone Field Mapping