Defining an Automatic Refund/Write Off Preference

Prerequisites

To define an automatic refund/write off preference, you should have:

  • Refund/write off request business objects defined in the application.

  • Status reasons defined for the C1-RefundReq business object.

  • Values defined for the Field Mapping Preference for Individual Membership and Field Mapping Preference for Policy (Small Group) option type in the C1_​REFWO feature configuration.

  • Values defined in the FIELD_​CAT_​FLG and FIELD_​NAME_​FLG lookup field.

Procedure

To define an automatic refund/write off preference:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Field Mapping.
    A sub-menu appears.
  3. Click the Add option from the Field Mapping sub-menu.

    The Select Business Object screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Field Mapping Business Object Used to indicate the business object using which you want to create an automatic refund/write off preference. The valid values are:

    • Field Mapping

    • Medicare Plan Benefit Package

    • Membership Status Reason Mapping

    		 Yes
    Note: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Field Mapping screen.
  4. Select the Field Mapping option from the Field Mapping Business Object list.
  5. Click OK.

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

    • Main - Used to specify basic details of the automatic refund/write off preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the automatic refund/write off preference. Yes
      Description Used to specify the description for the automatic refund/write off preference. Yes
      Detailed Description Used to specify additional information about the automatic refund/write off preference. No
      Status Used to indicate the status of the automatic refund/write off preference. The valid values are:

      • Active

      • Inactive

      		 Yes

    • Preference Category - This section contains the following field:

      Field Name Field Description Mandatory (Yes or No)
      Preference Category Used to indicate the category to which the preference belongs. The valid values are:

      • Automatic Refund/Write Off

      • Billing

      • Binder Payment

      • Geographic Rating Area

      • Individual Membership

      • Medicare

      • Medicare Plan Benefit

      • Member Reconciliation

      • Member Relationship and Subscription Tier

      • Member Status Reason Preferences

      • Statement Construct

      Note: You must select Automatic Refund/Write Off option as the preference category while creating an automatic refund/write off preference.
      		 Yes

    • Preference Settings - Used to set the attributes in the automatic refund/write off preference.

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute which you want to set in the automatic refund/write off preference. The valid values are:

      • Cancel Status Reason for Write Off Request on Reinstatement - Used when the write off adjustment request is canceled on reinstating the policy or individual membership.

      • Error Code on Processing Refund/Write Off Request - Used when the system generates an error while creating a refund/write off request.

      • Instruction Cancel Reason on Account Balance Change - Used when the refund/write off instruction is canceled due to change in the account balance once the refund/write off request is created.

      • Instruction Cancel Reason on Reinstatement - Used when the refund/write off instruction is canceled on reinstating the policy or individual membership.

      • Instruction Cancel Reason on Rejecting Request - Used when the refund/write off request in the Approval In Progress status is rejected by the approver.

      • Refund Request Type - Used when the refund adjustment is created using the respective refund request type.

      • Refund Request Reject Reason on Reinstatement - Used when the system rejects the refund request in the Approval In Progress status on reinstating the policy or individual membership.

      		 Yes (Conditional)
      Note: This field is required while defining the settings for an automatic refund/write off preference.

      • Void Status Reason for Refund Request on Reinstatement - Used when the status of the refund request in the Hold status is changed to Void on reinstating the policy or individual membership.

      • Write Off Request Type - Used when the refund adjustment is created using the respective write off request type.

      • Write Off Request Reject Reason on Reinstatement - Used when the system rejects the write off request in the Approval In Progress status on reinstating the policy or individual membership.
      Value Used to specify the attribute value. The list varies depending on the attribute you want to set in the automatic refund/write off preference:
      If the attribute is set to... Then, this field is...
      Cancel Status Reason for Write Off Request on Reinstatement Used to specify the reason for canceling the write off adjustments.
      Note: Here, you must specify the status code which is already defined in the lifecycle of the C1-RefundReq business object.
      Error Code on Processing Refund/Write Off Request Used to indicate the error code which the system generates while creating a refund/write off request.
      Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product.
      Instruction Cancel Reason on Account Balance Change Used to indicate the reason why the refund/write off instruction is canceled when the account balance is changed.
      Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product.
      Instruction Cancel Reason on Reinstatement Used to indicate the reason why the refund/write off instruction is canceled when the individual membership or policy is reinstated.
      Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field which is shipped with this product.
      		Yes (Conditional)
      Note: This field is required while defining the settings for an automatic refund/write off preference.
      If the attribute is set to... Then, this field is...
      Instruction Cancel Reason on Rejecting Request Used to indicate the reason why the refund/write off request is rejected by the approver when the status of the refund or write off request is Approval in Progress.
      Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field.
      Refund Request Type Used to indicate the refund request type using which the refund adjustment is created.
      Note: You must specify a refund request type which is already defined in the system.
      Refund Request Reject Reason on Reinstatement Used to indicate the reason why the refund request is rejected when the individual membership or policy is reinstated.
      Note: You can select the appropriate reason of rejection when you have defined the reasons for the Rejected status of the C1-RefundReq business object in the Status Reason screen.
      Void Status Reason for Refund Request on Reinstatement Used to indicate the reason why the status of refund request is changed from Hold to Voided when the individual membership or policy is reinstated.
      Note: The list includes only those values which are defined in the REFWO_​INST_​RSN_​CD_​FLG lookup field.
      If the attribute is set to... Then, this field is...
      Write Off Request Type Used to indicate the write off request type using which the write off adjustment is created.
      Note: You must specify a write off request type which is already defined in the system.
      Write Off Request Reject Reason on Reinstatement Used to indicate the reason why the write off request is rejected when the individual membership or policy is reinstated.
      Note: You can select the appropriate reason of rejection when you have defined the reasons for the Rejected status of the C1-RefundReq business object in the Status Reason screen.
      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 an automatic refund/write off preference, you must set at least one attribute in the automatic refund/write off preference.
  6. Select the Automatic Refund/Write Off option from the Preference Category list.
  7. Enter the required details in the Main section.
  8. Select the required attribute and value from the respective fields.
  9. If you want to set more than one attribute in the automatic refund/write off preference, click the Add (The Add Icon) icon and then repeat step 8.
    Note: However, if you want to remove an attribute from the automatic refund/write off preference, click the Delete (The Delete Icon) icon corresponding to the attribute.
  10. Click Save.
    The automatic refund/write off preference is defined.

Related Topics

For more information on... See...
Field Mapping screen Field Mapping