Defining a Characteristic for a Fully-Insured Group Policy Plan
Prerequisites
To define a characteristic for a fully-insured group policy plan, you should have:
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Characteristic types defined in the application (where the characteristic entity is set to Policy Plan).
Procedure
To define a characteristic for a fully-insured group policy plan:
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Ensure that the Characteristics section
is expanded when you are defining or editing a fully-insured group
policy plan.
The Characteristics section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the fully-insured group policy plan. Note: The effective date cannot be earlier than the policy plan start date and later than the policy plan end date.Yes (Conditional) Note: This field is required when you are defining a characteristic for the fully-insured group policy plan.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Policy Plan.Yes (Conditional) Note: This field is required when you are defining a characteristic for the fully-insured group policy plan.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search (
) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.
On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
Yes (Conditional) Note: This field is required when you are defining a characteristic for the fully-insured group policy plan. - Enter the required details in the Characteristics section.
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If you want to define more than one characteristic for
the fully-insured group policy plan, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the fully-insured group policy plan, click the Delete () icon corresponding to the characteristic.
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Click Save.
The characteristics are defined for the fully-insured group policy plan.
Related Topics
For more information on... | See... |
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How to define a plan for a fully-insured group policy | Defining a Plan for a Fully-Insured Group Policy |
How to edit a plan of a fully-insured group policy | Editing a Plan of a Fully-Insured Group Policy |