Payment Detail Report for Self-funded and Fully-Insured Group Business

The Payment Detail report for self-funded and fully-insured group business enables you to view the payment details of each account. At a time, it enables you to view the payments of all accounts which belong to a particular division. While generating the payment detail report for the self-funded or fully-insured group business, you can specify the following parameters - Division, Start Date, End Date, Person Identifier Type, Person Identifier, Account Identifier Type, Account Identifier, Payment Status, Payment Amount Range, and Customer Class. The division and start date are mandatory. If you do not specify the end date, the system by default sets it to the system date. While filtering the data using the payment amount range, you need to specify the lower and upper range value separated by the hyphen (-) symbol.

For example, if you set the start date to 01-01-2020, division to D1, and payment amount range to 50-100, the system will extract all payments which are created from 01-01-2020 till the current date, whose payment amount is between 50 and 100, and which are created for the accounts belonging to the D1 division. The payments are shown in the payment currency.

You can generate the payment detail report from the user interface or through a batch process in either PDF or Excel format. We have shipped the following payment detail reports for the self-funded and fully-insured group business in this release:

• FOPPADGHBPDF - Used when you want to generate the payment detail report through the C1-RPTGN batch in the PDF format.

• FOPPADGHBXLS - Used when you want to generate the payment detail report through the C1-RPTGN batch in the Excel format.

• FOPPADGHOPDF - Used when you want to generate the payment detail report from the user interface in the PDF format.

• FOPPADGHOXLS - Used when you want to generate the payment detail report from the user interface in the Excel format.