Membership

The Membership zone displays the details of the membership. It contains the following sections:

• Main - Displays basic information about the membership. It contains the following fields:

  Field Name	Field Description
  Membership Information	Displays information about the membership.
  Policy Information	Displays information about the policy. Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the policy.
  Plan Information	Indicates the policy plan for which the membership is defined. Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.
  Status	Indicates the status of the membership. The valid values are: Active Inactive Terminated
  Start Date	Displays the date from when the membership is effective.
  End Date	Displays the date till when the membership is effective.
  Membership Type	Indicates the type of membership. The valid values are: COBRA Medicare
  External Membership ID	Displays the corresponding membership ID which is maintained in the external source system.
  Paid Through Date	Indicates the term end date of the last fully or partially paid term. The system considers the term to be fully paid when the threshold limit is met. Note: This field appears when the paid through date is calculated at the membership level. The paid through date is calculated while freezing or canceling a payment or adjustment depending on whether the required algorithm is attached to the respective system event: Entity System Event Algorithm Customer Class Payment Freeze C1-PSPTDCAL Customer Class Payment Cancellation C1-PXPTDCAL Adjustment Type Adjustment Freeze C1-ADPTDCAL Adjustment Type Adjustment Cancellation C1-AXPTDCAL The following table indicates when the paid through date is calculated at the policy and/or membership level: If the Paid Through Date Calculation Level parameter is set to… If the following characteristics are defined for the bill charge or adjustment… Then… P C1-POLID Paid through date is calculated at the policy level P C1-MPID Paid through date is calculated at the policy level P C1-POLID and C1-MPID Paid through date is calculated at the policy level M C1-POLID Paid through date is not calculated at the membership level M C1-MPID Paid through date is calculated at the membership level M C1-POLID and C1-MPID Paid through date is calculated at the membership level P, M C1-POLID Paid through date is calculated at the policy level P, M C1-MPID Paid through date is calculated at both the policy and membership levels P, M C1-POLID and C1-MPID Paid through date is calculated at both the policy and membership levels

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the membership.
  Inactivate	Used to inactivate the membership.

• Record Information - This section contains the following fields:

  Field Name	Field Description
  Business Object	Indicates the business object using which the membership is created. In addition, this column has a context menu 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.
  Status Date/Time	Displays the date and time when the membership status is updated
  Create Date/Time	Displays the date and time when the membership is created.

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