Defining an Upload Request Type
Prerequisites
To define an upload request type, you should have:
| If you want to create... | Then, you should have... |
|---|---|
| An adjustment upload request type |
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| An accounts’ bill cycle update upload request type |
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| A bill group derivation and pricing parameters record creation upload request type |
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| A bill group sort record creation upload request type |
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| A billable charge creation upload request type (for the financial services business) |
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| A billable charge creation upload request type (for the fully insured group and individual lines of business) |
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| A contract rider update upload request type |
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| A hold request creation upload request type |
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| A refund request creation upload request type |
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| A policy reinstatement upload request type |
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| A payment tender cancellation upload request type |
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| A write off request creation upload request type |
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| A bill cycle rule characteristic creation or modification upload request type |
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Procedure
To define an upload request type:
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Click the Admin link in the Application toolbar.
A list appears.
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From the Admin menu, select U and then click Upload Request Type.
A sub-menu appears.
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Click the Add option from the Upload Request Type sub-menu.
The Select Business Object screen appears. It contains the following field:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Business Object Used to indicate the business object using which you want to create the upload request type. The valid values are: -
Adjustment Upload Request Type (i.e., C1-AdjRequestType) - Enables you to maintain an adjustment upload request type.
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Upload Request Type (i.e., C1-UplRequestType) - Enables you to maintain an upload request type.
Note: The above mentioned business objects are shipped with the product. The list includes those business objects which are created using the Upload Request Type (i.e., C1-UPLREQTYP) maintenance object.Yes Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Upload Request Type screen.Note: The Select Business Object screen appears when there are multiple upload request type business objects defined in the application. If there is only one upload request type business object defined in the application, the Upload Request Type screen appears. -
- Select the required upload request type business object from the respective field.
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Click OK.
The Upload Request Type screen appears. It contains the following sections:
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Main - Used to specify the basic details for the upload request type.
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Adjustment Match Type - Used to specify the match type using which you want to create adjustments for the respective adjustment upload requests.
Note: This section appears when you are creating an upload request type using the C1-AdjRequestType business object. -
Characteristics - Used to define the characteristics for the upload request type.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Upload Request Type Used to specify the upload request type. Yes Upload Request Type Business Object Indicates the business object using which you are defining the upload request type. Not applicable Upload Request Business Object Used to indicate the business object using which you want to create the respective upload request. If you are creating an upload request type using the C1-AdjRequestType business object, the valid value is: -
Adjustment Upload Request (i.e., C1-ADJUPLD) - Enables you to maintain an adjustment upload request.
However, if you are creating an upload request type using the C1-UplRequestType business object, the valid values are:
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Bill Cycle Update Upload (i.e., C1-BillCycleUpdateUplReq) - Enables you to maintain an accounts’ bill cycle update upload request.
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Bill Group Derivation & Pricing Parameter (i.e., C1-BillLevelUploadRequest) - Enables you to maintain a bill group derivation and pricing parameters record creation upload request.
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Bill Group Sorting Upload Request (i.e., C1-BillGrpSortUploadRequest) - Enables you to maintain a bill group sort record creation upload request.
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Billable Charge Upload (i.e., C1-BillableChargeUploadRequest) - Enables you to maintain a billable charge creation upload request. Note that this business object is only applicable for the financial services domain.
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Billable Charge Upload for Fully Insured (i.e., C1-BillableChargeUploadFI) - Enables you to maintain a billable charge creation upload request. Note that this business object is only applicable for the fully insured group and individual lines of health insurance business.
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Contract Rider Upload (i.e., C1-ContractRiderUpdateUplReq) - Enables you to maintain a contract rider update upload request.
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Hold Request Upload (i.e., C1-HoldUploadRequest) - Enables you to maintain a hold request creation upload request.
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Refund Request Upload (i.e., C1-RefundUploadRequest) - Enables you to maintain a refund request creation upload request.
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Reinstatement Upload Request (i.e., C1-ReinstatementUploadRequest) - Enables you to maintain a policy reinstatement upload request.
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Tender Cancelation Upload Request (i.e., C1-TndrCnclUploadRequest) - Enables you to maintain a payment tender cancellation upload request.
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Write Off Request Upload (i.e., C1-WriteOffUploadRequest) - Enables you to maintain a write off request creation upload request.
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Bill Cycle Rule Characteristic Upload (i.e., C1-BillCycleRuleCharUpdUplReq) - Enables you to maintain a bill cycle rule characteristic creation or modification upload request.
Note: The above mentioned business objects are shipped with the product. The list includes those business objects which are created using the Upload Request (Adjustment Upload) (i.e., C1-UPLREQ) or Upload Request (i.e., C1-UPLOADREQ) maintenance object depending on the business object used to create the upload request type.Yes Description Used to specify the description for the upload request type. Yes Detailed Description Used to specify additional information about the upload request type. 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 upload request type. The valid values are: -
Active
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Inactive
Yes File Size (KB) Used to indicate the maximum file size limit (in kilobytes) while uploading files using the upload request type. Note:You must specify a positive integer value in this field.
This field appears when you are creating an upload request type using the C1-AdjRequestType business object.
By default, the maximum file size limit is set to 700 KB in all the business objects which are created using the Upload Request (i.e., C1-UPLOADREQ) maintenance object. Therefore, you don't need to explicitly set the maximum file size limit while defining an upload request type using the C1-UplRequestType business object.
Yes Defer Algorithm Used to attach an algorithm that will be triggered when you click the Create Adjustment or Approve button. Note:The Search (
) icon appears corresponding to the Defer Algorithm field. On clicking the Search icon, the Algorithm Search window appears.You need to attach an algorithm created using the C1-UPLDEFEVL algorithm type to this field. This algorithm checks whether the number of records in the uploaded file exceeds the specified online record process limit. If the number of records in the uploaded file does not exceed the online record process limit, the system creates the adjustments in the real time (i.e., immediately). However, if the number of records in the uploaded file exceeds the online record process limit, the system creates the adjustments in the deferred mode. The Deferred mode means in the background when the Upload Request Periodic Monitor (C1-UPLRQ) batch is executed. You can configure the Upload Request Periodic Monitor (C1-UPLRQ) batch such that it is executed at regular intervals. For more information about the batch, see Oracle Revenue Management and Billing Batch Guide.
This field appears when you are creating an upload request type using the C1-AdjRequestType business object.
Yes Entity Business Object Used to indicate the business object using which you want to create or update the entities through the respective upload request. You must use the following entity business object for the respective upload request type: -
While defining an accounts’ bill cycle update upload request type, you must set the entity business object to C1-AccountBO.
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While defining a bill group derivation and pricing parameters record creation upload request type, you must set the entity business object to C1-BillLevel.
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While defining a bill group sort record creation upload request type, you must set the entity business object to C1-BillingGroupSortId.
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While defining a billable charge creation upload request type, you must set the entity business object to C1-BILLCHARGE.
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While defining a billable charge creation upload request type, you must set the entity business object to C1-BILLCHARGE.
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While defining a contract rider update upload request type, you must set the entity business object to C1_SA.
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While defining a hold request creation upload request type, you must set the entity business object to C1-HoldRequest.
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While defining a refund request creation upload request type, you must set the entity business object to C1-RefundReq.
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While defining a policy reinstatement upload request type, you must set the entity business object to C1-POLICY.
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While defining a write off request creation upload request type, you must set the entity business object to C1-WORequest.
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While defining a bill cycle rule characteristic creation or modification upload request type, you must set the entity business object to C1-AccountBO.
Note:The Search (
) icon appears corresponding to the Entity Business Object field. On clicking the Search icon, the Business Object Search window appears.This field appears when you are creating an upload request type using the C1-UplRequestType business object.
The Upload Request feature enables you to upload business object based entities and non business object based entities in the system. If you want to create business object based entities through the respective upload request, you need to specify the entity business object in the upload request type. However, if you want to create non business object based entities (i.e., entities created via any business service) through the respective upload request, you do not need to specify the entity business object in the upload request type. For example, while defining a payment tender cancellation upload request type, you do not need to specify the entity business object.
No Approval Required Used to indicate whether approval is required while creating or updating entities through the respective upload request. No Approval To Do Type Used to indicate that the To Do entry of the specified To Do type must be created when an upload request is submitted for approval. Note:The Search (
) icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.On specifying the To Do type, the description of the To Do type appears corresponding to the Approval To Do Type field.
This field appears when the Approval Required option is selected.
You can use the respective To Do type mentioned in the prerequisites or a custom To Do type, if required.
Yes (Conditional) Note: This field is required when the Approval Required option is selected.Approval To Do Role Used to indicate that users with the specified To Do role can only approve an upload request which is submitted for approval. Note:The list includes only those To Do roles which are associated with the approval To Do type.
This field appears when the Approval Required option is selected.
Yes (Conditional) Note: This field is required when the Approval Required option is selected.FK Reference Code Used to indicate the foreign key reference using which you want to display information about the entity once it is created through an upload request. Note:If the foreign key reference is specified in the upload request type, the system displays the entity information for the respective upload requests in the Data Records zone of the Upload Request screen once the entity is created (i.e., once the upload request is processed). However, if the foreign key reference is not specified in the upload request type, the system does not display the entity information for the respective upload requests.
The Search (
) icon appears corresponding to the FK Reference Code field. On clicking the Search icon, the Foreign Key Search window appears.This field appears when you are creating an upload request type using the C1-UplRequestType business object.
No -
- Enter the required details in the Main section.
- Associate a match type with the adjustment upload request type.
- Define characteristics for the upload request type, if required.
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Click Save.
The upload request type is defined.
Related Topics
| For more information on... | See... |
|---|---|
| Upload Request Type screen | Upload Request Type |
| How to associate a match type with an adjustment upload request type | Associating a Match Type with an Adjustment Upload Request Type |
| How to define a characteristic for an upload request type | Defining a Characteristic for an Upload Request Type |