Setting the C1_​REFWO Feature Configuration

The C1_​REFWO feature configuration enables the system to determine the following:

  • How the refund/write off adjustment should be created for a refund/write off request when the adjustment level is not specified while defining the refund/write off request.

  • Automatic refund/write off preference for the fully-insured group and individual lines of business.

Note: 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).

Procedure

To set the C1_​REFWO feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1_​REFWO in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Default Adjustment Level Used to control how the refund/write off adjustment should be created for the refund/write off request. The system considers this option type in the following scenarios:

    • When the value is not specified in the Adjustment Level field while defining a refund/write off request.

    • When the Adjustment Level For Credit Bill parameter is not defined in the C1-IMREFCRET algorithm attached to the respective account’s division.

    The valid values are:

    • ACCT – Used when you want to create the refund/write off request at the account level. Here, the refund/write off adjustment is created against the netting contract of the account.

    • BILL – Used when you want to create the refund/write off request for a bill. Here, the refund/write off adjustment is created against the netting contract of the account. This option is only applicable for the financial services domain.

    • SEGT – Used when you want to create the refund/write off request for a bill, bill segment, adjustment, or payment of an account. Here, the refund/write off adjustment is created against the bill segment, adjustment, or payment segment, respectively. If you select this option, the system behaves in the traditional manner.

    		 Yes (Conditional)
    Note: This data is required when you want to do the following:

    • Create refund/write off request manually

    • Enable the automatic refund process for the account
    Field Mapping Preference for Individual Membership Used to indicate the automatic refund/write off preference that you want to use for the fully insured individual business. The system considers the various attributes of the automatic refund/write off preference for:

    • Automatic Refund/Write Off Creation on Terminating an Individual Membership

    • Automatic Refund/Write Off Rollback on Reinstating an Individual Membership

    Note:

    You must specify a preference where the preference category is set to Automatic Refund/ Write-Off.

    This option type is only applicable for the health insurance domain and not for the financial services domain.

    		 Yes (Conditional)
    Note: This data is required when you want to enable the automatic refund/write off creation feature for the fully insured individual business.
    Field Mapping Preference for Policy (Small Group) Used to indicate the automatic refund/write off preference that you want to use for the fully insured group business. The system considers the various attributes of the automatic refund/write off preference for:

    • Automatic Refund/Write Off Creation on Terminating a Group Policy

    • Automatic Refund/Write Off Rollback on Reinstating a Group Policy

    Note:

    You must specify a preference where the preference category is set to Automatic Refund/ Write-Off.

    This option type is only applicable for the health insurance domain and not for the financial services domain.

    		 Yes (Conditional)
    Note: This data is required when you want to enable the automatic refund/write off creation feature for the fully insured group business.
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.