Automatic Refund/Write Off Preference

The Automatic Refund/Write Off Preference enables you to set attributes that are used during:

• Automatic Refund/Write Off Creation on Policy or Individual Membership Termination - While creating an automatic refund/write off for the account on terminating a fully insured group policy or individual membership, the system uses the following attributes from the automatic refund/write off preference:

  • Instruction Cancel Reason on Account Balance Change

  • Instruction Cancel Reason on Rejecting Request

  • Refund Request Type

  • Write Off Request Type

  • Error Code on Processing Refund/Write Off Request

• Rollback Automatic Refund/Write Off on Policy or Individual Membership Reinstatement - While rolling back the automatic refund/write off instructions on reinstating a fully insured group policy or individual membership, the system uses the following attributes from the automatic refund/write off preference:

  • Instruction Cancel Reason on Reinstatement

  • Refund Request Reject Reason on Reinstatement

  • Write Off Request Reject Reason on Reinstatement

  • Void Status Reason for Refund Request on Reinstatement

  • Cancel Status Reason for Write Off Request on Reinstatement

For more information about the attributes, see Defining an Automatic Refund/Write Off Preference. You can create an automatic refund/write off preference using the C1-FieldMapping business object through the Field Mapping screen. While creating an automatic refund/write off preference, you must set the preference category to Automatic Refund/ Write-Off. You can also edit, delete, and copy an automatic refund/write off preference through the Field Mapping screen.

This feature is tested and certified only for the fully insured group and individual lines of health insurance business. If the system is used for both the fully insured group and individual lines of business, you need to define two separate preferences with the Automatic Refund/Write-Off preference category – one for each line of business (i.e., fully insured group business and fully insured individual business). Once you define the preference for each line of business, you need to set them against the Field Mapping Preference for Individual Membership and Field Mapping Preference for Policy (Small Group) option types, respectively, in the C1_​REFWO feature configuration.

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