Adding the Off-Process Request Details in an Off-Process Request

Prerequisites

To add the off-process request details in an off-process request, you should have:

  • Off-process request types defined in the application

  • Categories defined in the application (where the characteristic entity is set to Off-Process Request)

  • Applicable adjustments and billable charge line types defined in the application.

Procedure

To add the off-process request details in an off-process request:

  1. Ensure that the Off-Process Request Details section is expanded when you are editing an off-process request.

    The Off-Process Request Details section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Accumulation Category Used to indicate the accumulation category whose field value you want to amend through the off-process request. The valid values are:

    • Aggregate Stop Loss

    • Discount Arrangement

    • Level Funded

    • Specific Stop-Loss

    		 Yes
    Accumulation Group ID Used to indicate the accumulation group for which the (accumulation and amendment) changes should be reflected in the system.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Accumulation Group ID field. On clicking the Search icon, the Accumulation Group Search window appears.

    On specifying the accumulation group Id, the description of the accumulation group Id appears corresponding to the Accumulation Group ID field.

    If the accumulation category is set to Specific Stop-Loss, you can only select the accumulation group defined at the bill group level. However, if the accumulation category is set to Aggregate Stop-Loss, Discount Arrangement, or Level Funded, you can only select the accumulation group defined at the parent customer level.

    		 No
    Amendment Field Used to indicate the accumulation field whose value you want to amend through the off-process request. The valid values are:

    • ASL Limit

    • Aggregated Amount

    • Cumulative ASL Credit

    • Cumulative SSL Credit

    • Maximum Limit

    • Minimum Limit

    • Run Out Fund

    • Settlement Fund

    Note: You can select only those accumulation categories and fields for which the contract type and adjustment type or billable charge line type information is available in the respective off-process request type.
    		 Yes (Conditional)
    Note: This field is required when you select the Accumulation Category for the off-process request.
    Account ID Used to indicate the account for which the adjustment or billable charge should be created in the system.
    Note:

    The account ID and the account information appear automatically when you select the appropriate option from the Amendment Field field.

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.

    On specifying the account ID, the description of the account appears corresponding to the Account ID field.

    		 Yes (Conditional)
    Note: This field is required when you select the Accumulation Group ID for the off-process request.
    Off-Process Amount Used to specify the amount which you want amend through the off-process request. Yes (Conditional)
    Note: This field is required when you select the Accumulation Category for the off-process request.
    Adjustment Type/Billable Charge Line Type Used to indicate the adjustment type or billable charge line type using which the adjustment or billable charge should be created when the amendment mode is set to Adjustment or Billable Charge in the respective off-process request type.
    Note:

    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.

    On specifying the value for a predefined adjustment type or billable charge line type, the description of the adjustment type or billable charge line type appears corresponding to the Adjustment Type/Billable Charge Line Type Search field.

    Once the Amendment Field is selected, its respective adjustment type or billable charge line type appears in the Adjustment Type/Billable Charge Line Type field.

    		 Yes (Conditional)
    Note: This field is required when you select the Accumulation Category for the off-process request.
    Member/Subscriber ID Used to specify member or the main subscriber for whom the field value should be amended in the system. No
    Effective Date Used to indicate the date from when the field value should be amended in the system. Yes (Conditional)
    Note: This field is required when you select the Accumulation Category for the off-process request.
    Coverage Start Date Used to indicate the date from when the amendment is applicable for the off-process request. No
    Coverage End Date Used to indicate the date till when the amendment is applicable for the off-process request. No
  2. Enter the required details in the Off-Process Request Details section.
  3. If you want to define more than one off-process request detail for the off-process request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an off-process request detail from the off-process request, click the Delete (The Delete Icon) icon corresponding to the off-process request detail.

Related Topics

For more information on... See...
How to define an off-process request Defining an Off-Process Request
How to edit an off-process request Editing an Off-Process Request