Delinquency Process Type

The Delinquency Process Type zone displays the details of the delinquency process type. It contains the following sections:

• Main - Displays basic information about the delinquency process type. It contains the following fields:

  Field Name	Field Description
  Delinquency Process Type	Displays the delinquency process type.
  Delinquency Entity Type	Displays the entity type for which the delinquency process type is created.
  Delinquency Process Business Object	Indicates the business object using which the delinquency process should be created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
  Description	Displays additional information about the delinquency process type.
  Status	Indicates the status of the delinquency process type. The valid values are: Active Inactive
  Collection Object	Indicates the entity on which the collection should take place in the delinquency process. Note: At present, the system supports Bill as the collection entity.
  Automatic Termination and Reinstatement Required	Indicates whether the automatic termination and reinstatement is required or not for the delinquency process. Note: At present, automatic reinstatement is not applicable for individual delinquency.
  Delinquency Event Trigger Mode	Indicates the mode in which the delinquency event must be triggered. The valid values are: Automatic Manual Manual or Automatic
  Trigger Date Calculation Mode	Indicates the mode in which the date calculation must be triggered. The valid values are: Latest Bill Due Date with Grace Period Usage Basis
  Wait Period	Indicates the specific period considered for calculating the trigger dates for the events on the delinquency process. The valid values are: Monthly Cyclic Wait Days
  Usage Basis	Indicates the option based on which the date calculation must be take place. The valid values are: Delinquency Process Creation Date Grace Start Date Latest Bill Date Latest Bill Due Date
  Consider Work Days	Indicates whether you want to consider work days for the trigger dates of the events on the delinquency process.

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the delinquency process type.
  Delete	Used to delete the delinquency process type. Note: You can delete a delinquency process type. when the delinquency process type is not created using the delinquency process type.
  Duplicate	Used to create a new delinquency process type using an existing delinquency process type.

• Record Information - This section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the delinquency process type is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

• Characteristics - This section lists the characteristics of the delinquency process type. It contains the following columns:

  Column Name	Column Description
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Delinquency Process Event Types - This section lists the event types defined for the delinquency process type. It contains the following columns:

  Column Name	Column Description
  Sequence	Indicates the sequence of the field attribute.
  Delinquency Event Type	Indicates the delinquency event type. Note: It has a link. On clicking the link, the Delinquency Event Type screen appears where you can view the details of the respective delinquency event type
  Trigger Period	Indicates the period when you want to trigger the event using the delinquency event type. The valid values are: After Grace End Date Before Grace End Date Note: The system calculates the trigger date based on the trigger period. If you select the After Grace End Date option, the system calculates the trigger date using the following formula: Trigger Date = Grace End Date + Wait Days If you select the Before Grace End Date option, the system calculates the trigger date using the following formula: Trigger Date = Grace End Date - Wait Days
  Wait Period Source	Indicates the source from where the wait period is received. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Wait Period Details based on Business Rules (C1-DERWDBR) algorithm in the delinquency process type, if you select the Algorithm option from the Wait Period Source field.
  Wait Days	Displays the wait period (in days) after which the delinquency event is triggered. Note: Data in this column appears only if you have selected the Wait Days option from the Wait Period field.
  Wait Months	Displays the wait period (in months) after which the delinquency event is triggered. Note: Data in this column appears only if you have selected the Monthly Cyclic option from the Wait Period field.
  Day of Month	Indicates the particular day of the month after which the delinquency event is triggered. Note: Data in this column appears only if you have selected the Monthly Cyclic option from the Wait Period field.
  Move Past Dated Event To Future	Indicates whether you want to move the past dated event to a future date.
  Preview Required	Indicates whether an delinquency event requires a preview before it is actually triggered.
  Preview Days	Displays the preview period (in days) prior to which the delinquency event is triggered for preview. Note: The system calculates the preview date based on preview days. The preview date is calculated using the following formula: Preview Date = Trigger Date - Preview Days
  Skip Past Event	Indicates whether you want to skip any event if the calculated trigger date for the event is past dated.
  Eligibility Rule Type	Indicates the rule type eligibility for the delinquency process type. Note: To define the rule type eligibility, you need to do the following: Define the required parameters using the following source entities: Account Health Plan Health Product Person and set the parameter usage to Rule Eligibility Criteria. Define a rule type where the rule type usage is set to Delinquency Process Event Eligibility. Define a rule using the rule type with a parameter configured using the above source entities. For example, you configure a parameter (created using the Health Plan source entity) within a rule type and create a rule using the respective rule type. When the C1-DPEVL batch is executed, the system invokes the rules engine for each health plan associated with the memberships which are derived using the membership derivation algorithm. If the rules engine returns with a Success status at least for one health plan, the system includes the configured event in the delinquency process, else the event is deleted from the delinquency process. Once the C1-ACDLQ batch is executed, the system adds all the events irrespective of eligibility in the delinquency process, and later on the C1-DPEVL batch evaluates the eligibility for each event.
  Send Membership Level Notification Source	Indicates the source from where the send membership level notification information is received. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Send Member Level Notification based on Business Rules (C1-DERMLNBR) algorithm in the delinquency process type, if you select the Algorithm option from the Send Membership Level Notification Source field. This field is not applicable for Individual Delinquency purposes.
  Send Membership Level Notification	Indicates whether you want to send membership level notification when customer contacts are created as part of the events in the delinquency process created using the delinquency process type. The valid values are: Send Membership Level Notification Required Send Membership Level Notification Not Required Note: You need to execute the Create Member Level Notifications (C1-MBRNT) batch to derive the list of memberships for the delinquent person or account. This field is not applicable for Individual Delinquency purposes.

• Algorithms - This section lists the algorithms defined for the delinquency process type. It contains the following columns:

  Column Name	Column Description
  Sequence	Indicates the order in which the algorithms with the same system event must be triggered.
  System Event	Indicates the system event when the algorithm must be triggered. The valid values are: Calculate Unpaid and Original Amounts Cancel Criteria Hold Delinquency Process Criteria Release Delinquency Process Criteria Policies Derivation Grace Period Derivation Termination Date Rule Derivation Trigger Date Recalculation Option Derivation Termination and Reinstatement Configuration Derivation Wait Days Derivation Send Member Level Notification Option Derivation Membership Notification Days Derivation Note: For more information on each system event, refer to Associating an Algorithm with a Delinquency Process Type
  Algorithm	Indicates the algorithm attached to the system event. Note: It has a link. On clicking the link, the Algorithm screen appears where you can view the details of the respective algorithm.

• Grace Period Configuration - This section lists the grace period configuration defined for the delinquency process type. It contains the following fields:

  Field Name	Field Description
  Grace Period Source	Indicates the source for grace period. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Grace Period based on Business Rules (C1-DERGRBR) algorithm in the delinquency process type, if you select the Algorithm option from the Grace Period Source field.
  Grace Period (Days)	Displays the number of days which are used to define the grace period end date for the delinquency process. Note: For example, if a delinquency process contains bills with the latest bill due date as 01-Jan-2023, the system considers the latest bill due date as the grace period start date which is 01-Jan-2023. Now, if you have configured the grace period as 30 days, the system determines the grace period end date as 31-Jan-2023 by using the following formula: Grace Period End Date = Grace Period Start Date + Grace Period
  Grace Start Date Basis	Indicates the option based on which the grace date calculation is performed. The valid values are: Delinquency Process Creation Date Latest Bill Due Date X Days after Latest Bill Due Date Note: The grace start date basis is used as the base date for performing the grace period calculation.
  Add Days To Due Date	Displays the number of days by which the due date gets extended and is further used for calculating the grace end date. Note: For example, if the grace period start date is set as 01-Jan-2023 and you have configured the add days to due date as 7 days, the system adds the add days to due date to the grace period start date. Therefore, the new grace period start date is now set as 08-Jan-2023. The system then combines the grace period start date with the grace period to calculate the grace period end date using the following formula: Grace Period End Date = Grace Period Start Date + Grace Period

• Termination and Reinstatement Configuration - This section lists the termination and reinstatement configuration defined for the delinquency process type. It contains the following fields:

  Field Name	Field Description
  Termination Reinstatement Configuration Source	Indicates the source for termination and reinstatement configuration. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Termination and Reinstatement configuration based on Business Rules (C1-DERTROBR) algorithm in the delinquency process type, if you select the Algorithm option from the Termination Reinstatement Configuration Source field.
  Trigger Termination Process	Indicates an option based on which the termination process is triggered. The valid values are: After X Days Immediate Month End
  Termination Wait Days	Displays the wait period (in days) after which the termination process is triggered. Note: The system sets the termination wait days to zero, if you do not specify a value while defining or editing a delinquency process type. The data appears in this field only when you have selected the After X Days option from the Termination Wait Days field.
  Allow Automatic Reinstatement	Indicates whether you want to allow automatic reinstatement of the individual membership. The valid values are: Yes No Note: This field is not applicable for Individual Delinquency purposes.
  Maximum Automatic Reinstatement Count	Displays the maximum number of time the system allows automatic reinstatement. Note: This field is not applicable for Individual Delinquency purposes.
  Trigger Reinstatement Process	Indicates an option based on which the reinstatement process must be triggered. The valid values are: After X Days Immediate Month End Note: This field is not applicable for Individual Delinquency purposes.
  Reinstatement Wait Days	Displays the wait period (in days) after which the reinstatement process is triggered. Note: The system sets the reinstatement wait days to zero, if you do not specify a value while defining or editing a delinquency process type. This field is not applicable for Individual Delinquency purposes.
  Reinstatement Threshold	Displays the value based on which the automatic reinstatement takes place. Note: The percentage of the amount paid must be greater than or equal to the threshold percentage based on which automatic reinstatement takes place. This field is not applicable for Individual Delinquency purposes.
  Days Since Termination	Displays the number of days since the termination effective date for automatic reinstatement to take place. Note: If you configure the days since termination as 10 days for automatic reinstatement, the system adds days since termination to the termination effective date irrespective of whether termination effective date is elapsed or not. If the termination effective date is elapsed, the system does not perform the automatic reinstatement. In this case, you have to manually conduct the reinstatement process. The automatic reinstatement process is triggered only within the certain number of days once the termination has taken place. This field is not applicable for Individual Delinquency purposes.
  Membership Notification Days Source	Indicates the source from where the membership notification days information is received. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Member Notification Days based on Business Rules (C1-DERMNDAYS) algorithm in the delinquency process type, if you select the Algorithm option from the Membership Notification Days Source field. This field is not applicable for Individual Delinquency purposes.
  Member Notification Days	Displays the number of days after which the member receives notification. Note: This field is not applicable for Individual Delinquency purposes.

  Note: This section appears only when the Automatic Termination and Reinstatement Required checkbox is selected. At present, the automatic reinstatement process is not applicable for individual delinquency purposes, hence this section displays fields related to automatic termination such as Termination Reinstatement Configuration Source, Trigger Termination Process, and Termination Wait Days.

• Termination Date Rule Priority - This section lists the priority and termination date rule defined for the delinquency process type. It contains the following columns:

  Column Name	Column Description
  Priority	Displays the order in which the termination date rule is considered while defining a delinquency process type. Note: The system selects the termination date rule which has the highest priority. For example, let us assume that an individual customer exists in the system with different memberships, where the membership attributes are responsible to retrieve the termination date rules. If you want to terminate an individual customer who has different memberships, the system requires a termination date rule which calculates the termination effective date for the termination process. Now, the system goes through multiple memberships and derives different termination date rules for different memberships, making it difficult to select a particular termination date rule to calculate the termination effective date. Here, the system derives the priority sequence of each rule, and selects the termination date rule which has the highest priority.
  Termination Date Rule	Indicates the termination date rule used for calculating the termination effective date.

  Note: This section appears only when the Automatic Termination and Reinstatement Required option is selected.

• Termination Reasons For Automatic Reinstatement - This section lists the termination reasons defined for automatic reinstatement in the delinquency process type. It contains the following column:

  Column Name

  Column Description

  Termination Reason

  Indicates the reason which is specified during the termination process. Note: The automatic reinstatement takes place only when a reason is specified during the termination process, and the specified reason appears in the Termination Reason list. If the specified reason does not appear in the Termination Reason list, you have to manually perform the reinstatement process. This field is not applicable for individual delinquency purposes.

  Note: This section appears only when the Automatic Termination and Reinstatement Required option is selected.

• Trigger Date Recalculation Configuration - This section lists the termination reasons defined for automatic reinstatement in the delinquency process type. It contains the following fields:

  Field Name	Field Description
  Trigger Date Recalculation On Hold Release Source	Indicates the source for recalculating the trigger date once the hold request is released. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Recalculate Trigger Date option based on Business Rules (C1-DERRTDBR) algorithm in the delinquency process type, if you select the Algorithm option from the Trigger Date Recalculation On Hold Release Source field.
  Trigger Date Recalculation On Hold Release	Indicates whether you want to recalculate the trigger date once the hold request is released. The valid values are: Yes No
  Trigger Date Recalculation On Resume Source	Indicates the source for recalculating the trigger date once the hold request is resumed. The valid values are: Algorithm Delinquency Process Type Note: You need to configure the Derive Recalculate Trigger Date option based on Business Rules (C1-DERRTDBR) algorithm in the delinquency process type, if you select the Algorithm option from the Trigger Date Recalculation On Resume Source field.
  Trigger Date Recalculation On Resume	Indicates whether you want to recalculate the trigger date once the hold request is resumed. The valid values are: Yes No

  Note: The system conducts trigger date recalculation in the following scenarios:

  • When the delinquency process is kept on hold for certain days and is later released either on hold end date or through manual intervention, the system determines the total number of days (hold days) the delinquency process was kept on hold. The system adds the calculated days to the trigger date which was calculated earlier and calculates the trigger date once again. This recalculated trigger date is used to trigger those events which were not triggered as the delinquency process was kept on hold.

  • When you make a payment against a bill for which a delinquency process is created, the system cancels the delinquency process. If the payment made against a bill gets canceled due to any reason after some days, the system checks whether there are any overdue bills for the respective account. If the overdue bills exist, the delinquency process which was canceled earlier is resumed. Once the delinquency process is resumed, the system determines the total number of days (extra days) the delinquency process was in canceled state. The system adds the extra days to the trigger date which was calculated earlier and calculates the trigger date once again. This recalculated trigger date is used to trigger those events which were not triggered as the delinquency process was canceled.

• Approval Configuration - This section lists the approval configuration defined for the delinquency process type. It contains the following fields:

  Field Name	Field Description
  Approval Required	Indicates whether an approval is required for certain manual actions performed on the delinquency process created using the delinquency process type.
  Approval To Do Type	Indicates the To Do entry created of the specified To Do type. Note: This field appears when the Approval Required option is selected.
  Approval To Do Role	Indicates that users with the specified To Do Role can only perform the following actions. The valid values are: Approve Reject Withdraw Note: The list includes only those To Do roles which are associated with the approval To Do type. This field appears when the Approval Required option is selected.
  Approval Action	Indicates the set of actions for which the approval process must be triggered. The valid values are: Cancel Edit Hold Edit Trigger Date Hold Release Hold Request Reinstatement Skip Event Trigger Event Note: This field appears when the Approval Required option is selected.

By default, the Delinquency Process Type zone does not appear in the Delinquency Process Type screen. It appears when you click the Broadcast () icon corresponding to a delinquency process type in the Delinquency Process Type List zone.