Editing a Binder Payment Preference

The Field Mapping screen appears. It contains the following sections:

• Main - Used to specify basic details of the binder payment preference. It contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Preference	Displays the binder payment preference.	Not applicable
  Description	Used to specify the description for the binder payment preference.	Yes
  Detailed Description	Used to specify additional information about the binder payment preference. Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.	No
  Status	Used to indicate the status of the binder payment preference. The valid values are: Active Inactive	Yes
  Preference Category	Indicates the binder payment category to which the preference belongs.	Not applicable

• Preference Settings - Used to edit the settings for the binder payment preference.

  Field Name	Field Description	Mandatory (Yes or No)
  Attribute	Used to indicate the attribute which you want to set in the binder payment preference. The valid values are: Binder Contract Type - Used when you want to identify the binder contract in the binder payment preference. Bill Period for Hold Billing - Consider Binder Liability Amount - Used when you want to set the consider binder liability amount once the binder payment is received in the binder payment preference. Binder Payment Identification Characteristics Type - Used when you want to identify the membership for whom the payment is received in the binder payment preference. Binder Payment Identification ID Type - Used when you want to identify the membership type in the binder payment preference. Membership Status Code for Active - Used when you want to define the status code when the membership is in the Active status in the binder payment preference. Membership Status Reason when Binder Payment Canceled - Membership Status Code for Pending Effectuation - Used when you want to define the status code when the membership is in the Pending Effectuation status in the binder payment preference. Membership Status Reason on Activating Membership - Used when you want to define the status reason code once the binder payment is received and the membership status is changed to Active for the binder payment preference. Membership Status Reason Binder Business Rule Config Invalid - Membership Status Reason when Awaiting Binder Payment - Used when you want to define the status reason code as Awaiting Binder Payment when the binder payment is not yet received for the membership in the binder payment preference. Membership Status Reason when Binder Payment Not Received - Used when you want to define the status reason code as Binder Payment Not Received when the binder payment is not received for the membership in the binder payment preference. Membership Status Reason when Binder Payment Not Expected - Membership Status Reason when Binder Payment Received - Used when you want to define the status reason code as Binder Payment Received when the binder payment is received for the membership in the binder payment preference. To Do Type for Binder configuration not available - To Do Type for Binder Payment not received - Used when you want to specify a To Do type when the binder payment is not received for the membership in the binder payment preference. To Do Type for Binder Payment received - Used when you want to specify a To Do type when the binder payment is received for the membership in the binder payment preference. To Do Type for Binder Payment Canceled - To Do Type for Binder Payment is not expected -	Yes (Conditional) Note: This field is required while editing the settings for a binder payment preference.
  Value	Used to specify the attribute value. The list varies depending on the attribute you want to set in the binder payment preference: If the attribute is set to Bill Period for Hold Billing then the list includes only those bill periods for hold billing which are already defined in the system. If the attribute is set to Consider Binder Liability Amount Flag then The list includes the following values: Yes (Y) No (N) Note: If the value is set to Yes (Y) then the system considers binder liability amount to calculate the threshold amount. If the value is set to No (N) then The system does not calculate the threshold amount. If the attribute is set to Binder Payment Identification ID Type then the list includes only those binder payment identification ID types which are already defined in the system. If the attribute is set to... Then... Bill Period for Hold Billing The list includes only those bill periods for hold billing which are already defined in the system. Consider Binder Liability Amount Flag The list includes the following values: Yes (Y) No (N) Note: If the value is... Then... Yes (Y) The system considers binder liability amount to calculate the threshold amount. No (N) The system does not calculate the threshold amount. Binder Payment Identification ID Type The list includes only those binder payment identification ID types which are already defined in the system.	Yes (Conditional) Note: This field is required while editing the settings for a binder payment preference.
  Entity Type	Used to indicate the type of entity for which the attribute is applicable. The valid values are: Account Adjustment Billable Charge Membership Payment Policy Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.	No

  Tip: Alternatively, you can click the Edit button in the Field Mapping zone to edit the details of the binder payment preference.