Defining an Entity Hierarchy Relationship

Note: This topic is not applicable for the health insurance business.

Prerequisites

To define an entity hierarchy relationship, you should have:

  • Hierarchy entities defined in the application

  • Hierarchy entities associated with the division for which you want to define the entity hierarchy relationship

  • Value defined for the Maximum Hierarchy Level option type in the C1-EHRCONFIG feature configuration

Procedure

To define an entity hierarchy relationship:

  1. Click the Menu (The Menu Icon) icon in the Application toolbar.
    A drawer appears.
  2. From the Main menu, select Pricing Management and then click the Add button corresponding to the Entity Hierarchy Relationship option.

    The Select Business Object screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Entity Hierarchy Relationship Business Object Used to indicate the business object using which you want to create the entity hierarchy relationship. Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Entity Hierarchy Relationship screen.
    Note: The Select Business Object screen appears when there are multiple entity hierarchy relationship business objects defined in the application. If there is only one entity hierarchy relationship business object defined in the application, the Entity Hierarchy Relationship screen appears.
  3. Select the required entity hierarchy relationship business object from the respective field.
  4. Click OK.

    The Entity Hierarchy Relationship screen appears. It contains the following section:

    • Main - Used to specify basic details about the entity hierarchy relationship. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Hierarchy Used to specify the entity hierarchy relationship. Yes
      Description Used to specify the description for the entity hierarchy relationship. Yes
      Start Date Used to specify the date from when the entity hierarchy relationship is effective for the division.
      Note:

      You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.

      The Start Date cannot be later than the End Date.

      		 Yes
      End Date Used to specify the date till when the entity hierarchy relationship is effective for the division.
      Note:

      You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.

      The End Date cannot be earlier than the Start Date.

      		 No
      Entity Level Indicates the level at which you want to include the hierarchy entity. By default, the value is set to Level 1. Not applicable
      Hierarchy Entity Used to indicate the hierarchy entity that you want to include at the first level in the entity hierarchy relationship.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Hierarchy Entity field. On clicking the Search icon, the Hierarchy Entity Child Search window appears where you can search for the respective hierarchy entity.

      The search results appear in the Hierarchy Entity Child Search window only when the division and start date is specified for the entity hierarchy relationship.

      The list includes only those hierarchy entities:

      • Which can be included at the first level in the entity hierarchy relationship

      • Which are effective for the specified division on the entity hierarchy relationship start date

      		 Yes
      Business Object Indicates the business object using which you are defining the entity hierarchy relationship. Not applicable
  5. Enter the required details in the Main section.
  6. Associate the entity hierarchy relationship with one or more divisions.
  7. Add hierarchy entity and its parent hierarchy entity for the subsequent levels in the Hierarchy Details section.
  8. Click Save.
    The entity hierarchy relationship is defined.
    Note: You cannot define multiple entity hierarchy relationships for a division with the same entity hierarchy relationship start date.

Related Topics

For more information on... See...
Entity Hierarchy Relationship screen Entity Hierarchy Relationship (Used for Searching)
How to add a hierarchy entity in an entity hierarchy relationship Adding Hierarchy Entity in an Entity Hierarchy Relationship
How to associate an entity hierarchy relationship with a division Associating an Entity Hierarchy Relationship with a Division