C1-ASOPOLMOA

This algorithm is invoked when the Policy Periodic Monitor (C1-POLPR) batch is executed. It does the following:

  • If the self-funded policy is in the Pending status and the policy start date - X days is earlier than or equal to the system date, it creates a To Do using the To Do type which is specified in the To Do Type for Pending Status parameter.

  • If the start date of the self-funded policy is earlier than or equal to the system date and the To Do created using the To Do type specified in the To Do Type for Pending Status parameter is completed, it changes the status of the self-funded policy from Pending to In Force/Active.

  • If the self-funded policy is in the In Force/Active status and the policy end date - X days is earlier than or equal to the system date, it creates a To Do using the To Do type which is specified in the To Do Type for Active Status parameter.

  • If the end date of the self-funded policy is earlier than or equal to the system date and the To Do created using the To Do type specified in the To Do Type for Active Status parameter is completed, it changes the status of the self-funded policy from In Force/Active to Runout.

  • If the self-funded policy is in the Runout status and the runout end date - X days is earlier than or equal to the system date, it creates a To Do using the To Do type which is specified in the To Do Type for Runout Status parameter.

  • If the runout end date of the self-funded policy is earlier than or equal to the system date and the To Do created using the To Do type specified in the To Do Type for Runout Status parameter is completed, it changes the status of the self-funded policy from Runout to Post Runout.

It contains the following parameters:

  • To Do Type for Pending Status - Used to indicate the To Do type using which you want to create the To Do, X days prior to the policy start date.

  • To Do Type for Active Status - Used to indicate the To Do type using which you want to create the To Do, X days prior to the policy end date.

  • To Do Type for Runout Status - Used to indicate the To Do type using which you want to create the To Do, X days prior to the runout end date.

  • X Days - Used to specify the number of days prior to which you want to create a To Do for the self-funded policy.

All these parameters are mandatory.