Search Accumulation Data

The Search Accumulation Data zone allows you to search for the accumulation data using various search criteria. This zone contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for an accumulation data using the accumulation or billable charge details. The valid values are: Accumulation Details - Used when you want to search for an accumulation data using the accumulation details. Billable Charge Details - Used when you want to search for an accumulation data using the billable charge details. Note: By default, the Accumulation Details option is selected.	Yes
  Billable Charge ID	Used to search an accumulation data for a particular billable charge. Note: This field appears when you select the Billable Charge Details option from the Search By field.	Yes
  Accumulation Category	Used to search an accumulation data for a particular accumulation category. The valid values are: All Aggregate Stop-Loss Discount Arrangement Level Funded Minimum Premium Program Specific Stop-Loss Note: By default, the All option is selected.	Yes (Conditional) Note: This field is required when the Accumulation Details option is selected from the Search By list.
  Parent Person ID	Used to search an accumulation data for a particular parent person ID. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.	Yes (Conditional) Note: This field is required when: The All option is selected from the Accumulation Category list. The Active or Completed option is selected from the Parent Accumulation Group Status list.
  Parent Person Name	Used to specify the parent person name based on which you want to search an accumulation data.	Yes (Conditional) Note: This field is required when: The All option is selected from the Accumulation Category list. The Active or Completed option is selected from the Parent Accumulation Group Status list.
  Account ID	Used to search an accumulation data for a particular account. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.	Yes (Conditional) Note: This field is required when: The All option is selected from the Accumulation Category list. The Active or Completed option is selected from the Parent Accumulation Group Status list.
  Parent Accumulation Group ID	Used to search an accumulation data for a particular parent accumulation group. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Accumulation Group Search window appears.	Yes (Conditional) Note: This field is required when: The All option is selected from the Accumulation Category list. The Active or Completed option is selected from the Parent Accumulation Group Status list.
  Parent Accumulation Group Status	Used to search an accumulation data for a particular parent accumulation group status. The valid values are: Active Completed	No

  Note: You must specify at least one search criterion while searching for the accumulation data.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Parent Accumulation Group ID	Indicates the parent accumulation group for which the accumulation data exists.
  Status	Indicates the parent accumulation group status. The valid values are: Active Completed
  Parent Person Information	Indicates the information about the parent person. 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 Person screen appears where you can view the details of the respective parent person.
  Accumulation Category	Indicates the category for which the accumulation data exists. The valid values are: Aggregate Stop-Loss Discount Arrangement Level Funded Minimum Premium Program Specific Stop-Loss
  Pricing Rule Information	Displays information about the pricing rule used in the accumulation.

On clicking the Broadcast () icon corresponding to the parent accumulation group ID column, the Accumulation Amount zone appears with the details of the respective accumulation category.

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