Adding the Accumulation Amendment Details in an Off-Process Request Type

Prerequisites

To add accumulation amendment details in an off-process request type, you should have:

  • Accumulation categories defined in the application

  • Amendment fields defined in the application

  • Contract types defined in the application

  • Adjustment type and billable charge line type defined in the application

Procedure

To add accumulation amendment details in an off-process request types:

  1. Ensure that the Accumulation Amendment Details section is expanded when you are adding the accumulation amendment details in an off-process request type.

    The Accumulation Amendment Details section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Accumulation Category Used to indicate the category that you want to use for accumulation. The valid values are:

    • Aggregate Stop Loss

    • Discount Arrangement

    • Level Funded

    • Specific Stop-Loss

    		 Yes
    Amendment Field Used to indicate the field that you want to use for accumulation purposes. The valid values are:

    • ASL Limit

    • Aggregated Amount

    • Cumulative ASL Credit

    • Cumulative SSL Credit

    • Maximum Limit

    • Minimum Limit

    • Run Out Fund

    • Settlement Fund

    		 Yes
    Contract Type Used to indicate the contract that you want to use for accumulation and amendment purposes.
    Note:

    The Search The Search Icon icon appears corresponding to the Contract Type field. On clicking the Search icon, the Contract Type Search window appears.

    		 Yes (Conditional)
    Note: This field is required when you are defining accumulation amendment details in an off-process request type.
    Adjustment Type/Billable Charge Line Type Used to indicate the type of charge using which you want to create adjustments or billable charges.

    The Search (The Search Icon) icon appears corresponding to the Adjustment Type/Billable Charge Line Type field. On clicking the Search icon, the Adjustment Type/Billable Charge Line Type Search window appears.

    		 Yes (Conditional)
    Note: This field is required when you are defining accumulation amendment details in an off-process request type.
  2. Enter the required details in the Accumulation Amendment Details section.
  3. If you want to define more than one accumulation amendment details for the off-process request type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an accumulation amendment detail(s) from the off-process request type, click the Delete (The Delete Icon) icon corresponding to the accumulation amendment details.

Related Topics

For more information on... See...
How to add an off-process request type Defining an Off-Process Request Type
How to edit an off-process request type Editing an Off-Process Request Type
How to copy an off-process request type Copying an Off-Process Request Type