Hold Processes

Through a hold request, you can keep the following processes on hold:

• Auto Pay – You can hold the auto pay process of an account. The system allows you to select the Auto Pay option in a hold request only when the entity level is set to Account and not when the entity level is set to Person or Bill. For more information, see Hold Auto Pay.

• Bill Generation – You can hold the bill generation process of a person or an account. The system allows you to select the Bill Generation option in the hold request only when the entity level is set to Person or Account and not when the entity level is set to Bill. For more information, see Hold Bill Generation.

• Delinquency – You can hold the delinquency process of a person or an account. The system allows you to select the Delinquency option in the hold request only when the entity level is set to Person or Account and not when the entity level is set to Bill. For more information, see Hold Delinquency.

  Note: The Delinquency process is tested and certified only for the health insurance domain and not for the financial services domain.

• Funding – You can hold the funding process of a person, account, or a bill. The system allows you to select the Funding option in the hold request when the entity level is set to Person, Account, or Bill. For more information, see Hold Funding.

• Overdue – You can hold the overdue process of an account. The system allows you to select the Overdue option in the hold request only when the entity level is set to Account and not when the entity level is set to Person or Bill. For more information, see Hold Overdue Process.

• Refund – You can hold the refund process of an account. The system allows you to select the Refund option in the hold request only when the entity level is set to Account and not when the entity level is set to Person or Bill. For more information, see Hold Refund.