C1-HLDVALDN

This algorithm validates the following while creating or editing a hold request:

  • At least one process is selected for the hold request.

    Note: Entity selection is optional.

  • No duplicate entity and process are selected for the hold request.

  • The same entity is not kept on hold with the same hold reason in multiple hold requests.

  • The hold request end date is specified.

  • The process start date is not earlier than the hold request start date.

  • The entity start date is not earlier than the hold request start date.

  • The process end date is not later than to the hold request end date.

  • The entity end date is not later than the hold request end date.

  • At least one process start date is earlier than or equal to the entity start date.

  • At least one process end date is later than or equal to the entity end date.

  • The Overdue, Auto Pay, and Refund processes are not selected when the entity level is set to Person.

  • The Bill Generation, Overdue, Auto Pay, Refund, and Delinquency processes are not selected when the entity level is set to Bill.

  • Both Overdue and Delinquency processes are not selected at a time in the hold request.

    Note: The Overdue process is valid for the financial services and health insurance domains but the Delinquency process is valid only for the health insurance domain.

  • A bill with non-zero outstanding bill amount is added in the hold request.

  • Each entity’s start and end dates should fall within at least one process’s start and end dates.

  • The hold amount is less than or equal to the outstanding amount when the entity level is set to Bill.

In addition, this algorithm validates the following when changes are made to an active hold request:

  • An existing process or entity is not deleted from the hold request.

  • Any process details other than the end date is not modified in the hold request.

  • The start date of the hold request, hold entity, or hold process is not modified in the hold request.

  • The hold reason in the hold request is not modified.

  • The end date of the hold request, hold entity, or hold process is not set to the date which is earlier than the system date.

  • A new process is added with the start date later than or equal to the system date.

  • A new entity is not added to an active hold request.

  • A past end date of an entity or process is not changed in the hold request.