Delinquency Process Preference

A delinquency process preference enables you to set the attributes which are used at various stages in the lifecycle of a delinquency process. In case you offer the Delinquency Management feature to both the fully insured group and individual customers, the system will use the same delinquency process preference for both the fully insured group business and the fully insured individual business.

Some attributes in the delinquency process preference are common for both the fully insured group business and the fully insured individual business, while some attributes are specific to the fully insured group business or the fully insured individual business. The system considers the delinquency process preference which is specified in the Delinquency Process Field Mapping option type of the DELINPROC feature configuration.

You can define, edit, delete, and copy a delinquency process preference using the C1-FieldMapping business object through the Field Mapping screen. You can create a delinquency process preference using the Delinquency Process preference category. While creating a delinquency process preference, you need to specify the following attributes:

  • Advance Deposit Account Relationship Type – Used to specify the account relationship type. It is used to identify the advance deposit account of a parent customer (i.e. policy holder) when the advance deposit level is set to PG or POLI, respectively. This attribute is required when the group customer wants to allocate advance deposit to settle its overdue bills. This attribute is only applicable for the fully insured group business.

  • Advance Deposit Contract Type – Used to specify the advance deposit contract type. It is used to identify the advance deposit contract on the parent customer’s advance deposit account or linked to the policy when the advance deposit level is set to PG or POLI, respectively. This attribute is required when the group customer wants to allocate advance deposit to settle its overdue bills. This attribute is only applicable for the fully insured group business.

  • Awaiting Membership Cancellation Reason – Used to indicate the reason why you want to cancel an individual membership which is billed to an account. Here, you must specify a status reason which is already defined for the Active status of the C1-IndMembership business object.

  • Delinquency Process Approval In Progress Status – Used to specify the status to which a delinquency process should be transitioned when approval process is configured for any manual action in a delinquency process type. This attribute is required only when you opt to configure approval process for any manual action in the delinquency process.

  • Delinquency Process Automatic Reinstatement Stopped – Used to specify the status to which a delinquency process should be transitioned when automatic reinstatement of the delinquency process is stopped due to some reason.

  • Delinquency Process Canceled Status – Used to specify the status to which a delinquency process should be transitioned when it is canceled due to any reason. It is also referred while resuming a delinquency process due to cancellation of a payment or an adjustment.

  • Delinquency Process Completed Status – Used to specify the status to which a delinquency process should be transitioned when all its delinquency events are triggered successfully.

  • Delinquency Process Customer Reinstated Status – Used to specify the status to which a delinquency process should be transitioned when the policies or individual memberships billed to the person or account are reinstated. It is also referred while resuming a delinquency process due to cancellation of a payment or an adjustment.

  • Delinquency Process Hold Status – Used to specify the status to which a delinquency process should be transitioned when you manually hold the delinquency process or when the system automatically holds the delinquency process if the certain conditions are met.

  • Delinquency Process Initiate Cancel Status – Used to specify the status to which a delinquency process should be transitioned when you manually cancel the delinquency process.

  • Delinquency Process Initiate Hold Status – Used to specify the status to which a delinquency process should be transitioned when you manually hold the delinquency process.

  • Delinquency Process Initiate Reinstate Status – Used to specify the status to which a delinquency process should be transitioned when you manually reinstate the delinquency process.

  • Delinquency Process Initiate Release Status – Used to specify the status to which a delinquency process should be transitioned when you manually release the hold on delinquency process.

  • Delinquency Process Initiated Status – Used to specify the status to which a delinquency process should be transitioned when it is created for a person or an account.

  • Delinquency Process InProgress Status – Used to specify the status to which a delinquency process should be transitioned when its first event is triggered.

  • Delinquency Process Pending Termination Status – Used to specify the status to which a delinquency process should be transitioned on the termination request date when the C1-DPMON batch is executed.

  • Delinquency Process Reinstate Status – Used to specify the status to which a delinquency process should be transitioned when you manually reinstate the delinquency process or when the system automatically reinstates the delinquency process if the certain conditions are met.

  • Delinquency Process Released Status – Used to specify the status to which a delinquency process should be transitioned when you manually release the hold on the delinquency process or when the system automatically releases the hold on the delinquency process if the certain conditions are met.

  • Delinquency Process Terminated Status – Used to specify the status to which a delinquency process should be transitioned when the policies or individual memberships billed to the respective account are terminated in ORMB. This attribute is referred while executing the C1-DPMON batch.

  • Delinquency Reinstatement Payment/Adjustment Canceled Status– Used to specify the status to which a delinquency process should be transitioned when you want to resume the reinstated delinquency process due to cancellation of a payment or an adjustment.

  • Membership Termination Reason for Delinquency – Used to indicate the reason why you want to terminate an active individual membership which is billed to an account. Here, you must specify a status reason which is already defined for the Terminated status of the C1-IndMembership business object.

  • Policy Characteristic Type for Customer Contact – Used to indicate the characteristic type using which you want to store the policy ID on the customer contact. Here, you must specify a characteristic type where the characteristic entity is set to Customer Contact. This attribute is also referred while deriving the policy ID from the customer contact.

  • Policy Termination Reason for Delinquency Process - Used to indicate the reason why you want to terminate an active policy which is billed to a person or an account. Here, you must specify a status reason which is already defined for the Terminated status of the C1-POLICY business object.