Prerequisites

To setup the binder payment process, you need to do the following:

• Define the binder payment identification characteristic type for the payment in the system.

• Define the required status reason for the membership in the system.

• Define the required configurations for the following binder payment fields in the system.

  • Binder Payment Applicability

  • Hold Billing

  • Threshold Percentage

  • Grace Days

• Define the binder payment field mapping preference in the system.

• Values defined for binder payment in the FIELD_​CAT_​FLG lookup field

• Set the values for the following option types in the C1-ASOBLLNG feature configuration:

  • Binder Payment Field Mapping

• Attach an algorithm of the C1-THRSHDAMT algorithm type to the Post-Processing system event of the C1-IndMembership business object.

• Attach an algorithm of the C1-BNDRH algorithm type to the Enter system event of the C1-IndMembership business object where the status is Active.

• Attach an algorithm of the C1-FICRETBC algorithm type to the Billable Charge Creation Post Processing system event of the Fully Insured Age Based and Fully Insured Tier Based pricing rule type.

• Attach an algorithm of the C1-BNFTODO algorithm type and attach it as a soft parameter in the C1-BPMNT batch.

• Define the values in the parameter of the C1-CCPYTSADS algorithm.

• Lockbox tender types defined in the C1_​LBX_​TENDER_​TYPE lookup field.

• Lockbox record type, lockbox reference identification qualifier, and lockbox remittance identification types defined in the C1_​LBX_​820_​RECORD_​TYPE, C1_​LBX_​REF_​IDQ_​LKP, and C1_​LBX_​RMR_​ID_​TYPE lookup fields respectively.