Policy Plan

The Policy Plan zone displays the details of the policy plan. It contains the following sections:

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

  Field Name	Field Description
  Plan Information	Displays information about the policy plan.
  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 respective policy.
  Price Item Information	Indicates the price item to which the policy plan is directly associated. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
  Plan Number	Displays the plan number.
  Plan Name	Displays the description of the policy plan.
  Benefit Type	Indicates the type of health insurance plan. The valid values are: Commercial Medicare Affiliated Note: This field appears when the benefit type is set to COBRA or Medicare Affiliated.
  Start Date	Displays the date from when the policy plan is effective.
  End Date	Displays the date till when the policy plan is effective.

• Pricing Rule Types - Lists the pricing rule types which are associated with the policy plan. It contains the following column:

  Column Name	Column Description
  Pricing Rule Type	Indicates the pricing rule type which is associated with the policy plan. Note: It has a link. On clicking the link, the Pricing Rule Type screen appears where you can view the details of the respective pricing rule type.

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the policy plan.

• Record Information - This section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the policy plan is created. In addition, a context menu appears corresponding to this field 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.

• Proration Rules - Lists the proration rules defined for the policy plan. It contains the following columns:

  Column Name	Column Description
  Effective Date	Displays the date from when the proration rule is effective for the policy plan.
  Proration Event Type	Indicates the event when the membership premium should be prorated. The valid values are: Enrollment Termination New Born Same Month Enrollment and Termination
  Proration Type	Indicates how the membership premium should be prorated. The valid values are: Daily Mid-Month Full Month Waiver Coverage Days Enrollment Termination
  Number of Days	Displays the number of days using which the cutoff date is calculated. Note: The data appears in this column when the proration type is set to Mid-Month or Coverage Days.
  Membership Type	Indicates the type of membership. The valid values are: COBRA Medicare Retiree

You can define a new policy plan by clicking the Add link in the upper right corner of this zone.

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