Associating an SQI with a Price Item or Price Item Bundle for a Division

In the transaction aggregation process, an SQI based billable charge is created for a price item or price item bundle (to which a transaction is mapped) when:

  • The SQIs are associated with the price item or price item bundle for the division to which the account (i.e. for which the billable charge is created) belongs.

  • The transaction aggregation rules are defined for such SQIs in the system.

Let us assume that the A1 account belongs to the 201-NJ division and the A2 account belongs to the 209-CA division.

The following table illustrates how you can define division-specific SQIs for a price item in the financial institution domain:
Price Item Division Service Quantity Identifiers (SQIs)
Stop Payments (STPY) 201-NJ Number of Transactions (NBRTXN)
Transaction Volume (TXNVOL)
Transaction Amount (TXNAMT)
209-CA Number of Transactions (NBRTXN)
Transaction Amount (TXNAMT)

Now, when an SQI based billable charge is created for the A1 account through the transaction aggregation process, the system calculates the following SQIs using the respective transaction aggregation rule:

  • Number of Transactions (NBRTXN)

  • Transaction Volume (TXNVOL)

  • Transaction Amount (TXNAMT)

And, when an SQI based billable charge is created for the A2 account through the transaction aggregation process, the system calculates the following SQIs using the respective transaction aggregation rule:

  • Number of Transactions (NBRTXN)

  • Transaction Amount (TXNAMT)

Another example, you can calculate the enrollment based fees for a self-funded customer based on Per Subscriber Per Month or Per Member Per Month for the 201-NJ and 209-CA divisions. Therefore, you need to associate two SQIs � Subscriber Count and Member Count with the Enrollment Based Fees (ERBDFS) price item.

The following table illustrates how you can define division-specific SQIs for a price item in the health insurance domain:
Price Item Division Service Quantity Identifiers (SQIs)
Enrollment Based Fees (ERBDFS) 201-NJ Subscriber Count (SUBCNT)
Member Count (MEMCNT)
209-CA Subscriber Count (SUBCNT)
Member Count (MEMCNT)

Prerequisites

To associate an SQI with a price item or price item bundle for a division, you should have:

  • Service Quantity Identifiers (SQIs) defined in the application

  • Price items or price item bundles associated with the division to which the user (i.e. who is performing this action) belongs

Procedure

To associate an SQI with a price item or price item bundle for a division:

  1. Click the Divisions or Show All link in the Section pane when you are defining, editing, or copying a price item or price item bundle.
    The Divisions section appears.
  2. Click the Add (The Add Icon) icon in the SQIs column corresponding to the division for which you want to associate SQIs with the price item or price item bundle.

    The following field appears in a grid:

    Field Name Field Description Mandatory (Yes or No)
    SQI Used to indicate the SQI that you want to associate with the price item or price item bundle for the division.
    Note:

    The Search (The Search Icon) icon appears corresponding to the SQI field. On clicking the Search icon, the Service Quantity Identifier Search window appears.

    On specifying the SQI, the description of the SQI appears corresponding to the SQI field.

    		 Yes (Conditional)
    Note: This field is required while associating an SQI with the price item or price item bundle for the division.
  3. Enter the required details in the SQIs grid.
  4. If you want to associate more than one SQI with the price item or price item bundle for the division, click the Add (The Add Icon) icon and then repeat step 3.
    Note: However, if you want to remove an SQI from the price item or price item bundle for the division, click the Delete (The Delete Icon) icon corresponding to the SQI. You cannot remove an SQI from the price item or price item bundle for the division when an SQI based billable charge is created using the SQI.
  5. Click Save.
    The SQIs are associated with the price item or price item bundle for the division.

Related Topics

For more information on... See...
How to define a price item or price item bundle Defining a Price Item or Price Item Bundle
How to edit a price item or price item bundle Editing a Price Item or Price Item Bundle
How to copy a price item or price item bundle Copying a Price Item or Price Item Bundle
How to associate a price item or price item bundle with a division Associating a Price Item or Price Item Bundle with a Division