Upload Request Type

Oracle Revenue Management and Billing allows you to define an upload request type using which you can upload a CSV file and thereby create an upload request. Note that you can upload a single CSV file at a time. The system provides the following two business objects to create distinct upload request types:

• Adjustment Upload Request Type (i.e., C1-AdjRequestType) - Enables you to maintain an adjustment upload request type. While creating an upload request type using the C1-AdjRequestType business object, you need to specify the Adjustment Upload Request (i.e., C1-ADJUPLD) business object. It enables you to create an adjustment upload request through which you can create adjustments against the contracts.

• Upload Request Type (i.e., C1-UplRequestType) - Enables you to maintain an upload request type. While creating an upload request type using the C1-UplRequestType business object, you can specify either of the following business object to create the respective upload request:

  • Bill Cycle Update Upload (i.e., C1-BillCycleUpdateUplReq) - Enables you to maintain an accounts’ bill cycle update upload request through which you can update the bill cycle of the accounts.

  • Bill Group Derivation & Pricing Parameter (i.e., C1-BillLevelUploadRequest) - Enables you to maintain a bill group derivation and pricing parameters record creation upload request through which you can define the derivation and pricing parameters for the bill groups.

  • Bill Group Sorting Upload Request (i.e., C1-BillGrpSortUploadRequest) - Enables you to maintain a bill group sort record creation upload request through which you can define sort ID for the bill groups.

  • Billable Charge Upload (i.e., C1-BillableChargeUploadRequest) - Enables you to maintain a billable charge creation upload request through which you can create the billable charges for the accounts. Note that this business object is only applicable for the financial services domain.

  • Billable Charge Upload for Fully Insured (i.e., C1-BillableChargeUploadFI) - Enables you to maintain a billable charge creation upload request through which you can create the billable charges for the accounts. Note that this business object is only applicable for the fully insured group and individual lines of health insurance business.

  • Contract Rider Upload (i.e., C1-ContractRiderUpdateUplReq) - Enables you to maintain a contract rider update upload request through which you update the contract rider information of the contracts.

  • Hold Request Upload (i.e., C1-HoldUploadRequest) - Enables you to maintain a hold request creation upload request through which you can create a hold request for the accounts.

  • Refund Request Upload (i.e., C1-RefundUploadRequest) - Enables you to maintain a refund request creation upload request through which you can create a refund request for the accounts.

  • Reinstatement Upload Request (i.e., C1-ReinstatementUploadRequest) - Enables you to maintain a policy reinstatement upload request through which you can reinstate the fully insured group policies.

  • Tender Cancelation Upload Request (i.e., C1-TndrCnclUploadRequest) - Enables you to maintain a payment tender cancellation upload request through which you can cancel payment tenders.

  • Write Off Request Upload (i.e., C1-WriteOffUploadRequest) - Enables you to maintain a write off request creation upload request through which you can create a write off request for the accounts.

  • Bill Cycle Rule Characteristic Upload (i.e., C1-BillCycleRuleCharUpdUplReq) - Enables you to maintain a bill cycle rule characteristic creation or modification upload request through which you can maintain the bill cycle rule characteristic of the accounts.

It is the upload request type which helps the system to determine the following:

• Business object using which the upload request should be created in the system.

• Business object using which you want to create or update the entities through an upload request.

• Whether an adjustment upload request must be processed in the deferred mode (i.e., in the background) or in the online mode (i.e., real time).

  Note: You can configure whether the other upload requests must be validated or processed in the deferred or online mode by setting the parameter in the C1-DEFERVALD and C1-DEFERUPLD algorithm, respectively, attached to the lifecycle of the respective upload request business object.

• Whether approval is required while submitting an upload request for further processing (i.e., before creating or updating the entities in the system).

• Whether you want to display information about the entity once it is created through an upload request using the respective foreign key reference.

• Map the CSV columns with the schema of the upload request business object so that the data is stored in the respective tags.

• Configure the search filters for an upload request type using which you can filter the data records while viewing details of the respective upload request.

• Associate match types using which the system derives the contract and creates an adjustment against the respective contract.

Some of the above functions are common for the upload request types created using the C1-AdjRequestType and C1-UplRequestType business objects, whereas some are specific to the respective business object. For more information, see Defining an Upload Request Type.

The Upload Request Type screen allows you to define, edit, delete, and copy an upload request type. It contains the following zones:

• Upload Request Type List

• Upload Request Type

The following table lists the upload request types which are shipped with the product:

You can use the above shipped upload request types to create the respective upload requests or use a custom upload request type based on the requirements.

Related Topics

Parent topic: Upload Request

Parent topic: Mass Adjustment Creation via CSV