Editing a Delinquency Miscellaneous Options Business Rule

To edit a delinquency miscellaneous options business rule, you should have:

  • Status defined for the delinquency miscellaneous options business rule in the application

Procedure

To edit a delinquency miscellaneous options business rule:

  1. Search for the delinquency miscellaneous options business rule in the Business Rule screen.
  2. In the Search Results section, select the check box corresponding to the Criteria Description column and click the Edit button.
    Note:

    You can also edit more than one delinquency miscellaneous options business rule by selecting multiple check boxes and clicking the Edit button.

    You can edit the delinquency miscellaneous options business rule when it is not yet used in the system.

    The Delinquency Miscellaneous Options Business Rule screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Criteria Description Indicates the business criteria that an individual membership must satisfy in order to derive the required parameters from the business rule.
    Note: This is a read-only field.
    		 Not applicable
    Effective Date Used to specify the date from when the business rule is effective. Yes
    Status Used to indicate the status of the business rule. The valid values are:

    • Active

    • Inactive

    		 Yes
    Trigger Date Recalculation On Hold Release Used to indicate whether the trigger dates of delinquency events should be recalculated when the hold on the delinquency process is released. The valid values are:

    • Yes

    • No

    		No
    Trigger Date Recalculation On Resume Used to indicate whether the trigger dates of delinquency events should be recalculated when the delinquency process is resumed after cancellation. The valid values are:

    • Yes

    • No

    		No
    Trigger Termination Process Used to indicate when you want the system to send an outbound message to the enrollment system for terminating the individual memberships billed to the delinquent account. The valid values are:

    • After X Days - Used when you want the system to send an outbound message for termination after X number of days from the date when the termination event is triggered.

    • Immediate - Used when you want the system to send an outbound message for termination on the same day when the termination event is triggered.

    • Month End - Used when you want the system to send an outbound message for termination at the end of the month when the termination event is triggered.

    		 No
    Termination Wait Days Used to specify the number of days after which an outbound message for termination should be sent to the enrollment system.
    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.

    This field is required only when the Trigger Termination Process field in the business rule is set to After X Days.

    		 No
    Allow Automatic Reinstatement Used to indicate 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.
    		 No
    Maximum Automatic Reinstatement Count Used to specify the maximum number of time the system allows automatic reinstatement.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Trigger Reinstatement Process Used to indicate 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.
    		 No
    Reinstatement Wait Days Used to specify the wait period (in days) after which the reinstatement process is triggered.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Reinstatement Threshold Used to specify the percentage value based on which the automatic reinstatement takes place.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Days Since Termination Used to specify the number of days since the termination effective date for automatic reinstatement to take place.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Member Notification Days Used to specify the number of days after which the member receives notification.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Add Days to Date of Processing of Termination Request Used to specify the number of days that you want to add to termination request date in order to derive termination effective date.
    Note: This field is not applicable for Individual Delinquency.
    		 No
    Add Days to Grace End Date Used to specify the number of days that you want to add to grace end date in order to derive termination effective date. No
    Add Days to Coverage End Date Used to specify the number of days that you want to add to coverage end date in order to derive termination effective date. No
    Add Days to Paid Through Date Used to specify the number of days that you want to add to the paid through date (of the account) in order to derive termination effective date. No
    Add Months to Paid Through Date Used to specify the number of months that you want to add to the paid through month (derived from the paid through date of the account) in order to derive termination effective date. No
  3. Modify the required details in the Delinquency Miscellaneous Options Business Rule screen.
  4. Click Save.
    The changes made to the delinquency miscellaneous options business rule are saved.

Related Topics

For more information on... See...
Business Rule screen Business Rule (Used for Searching)
How to define a delinquency miscellaneous options business rule Defining a Delinquency Miscellaneous Options Business Rule