Defining a Member Adoption Business Rule

Prerequisites

To define a member adoption business rule, you should have:

  • Required business rule criteria defined in the application.

Procedure

To define a member adoption business rule:

  1. Click the Menu (The Menu Icon) icon in the Application toolbar.
    A list appears.
  2. Click the Admin Menu option from the list.
    A sub menu appears.
  3. Select B and then click the Add button corresponding to the Business Rule option from the sub menu.

    The Business Rule Category screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Business Rule Category Used to indicate the business rule category using which you want to create the business rule. The valid values are:

    • Binder Payment Business Rule

    • Delinquency Event Attributes Business Rule

    • Delinquency Grace Period Business Rule

    • Delinquency Miscellaneous Options Business Rule

    • Delinquency Process Type Derivation Business Rule

    • Delinquency Termination Date Rule Business Rule

    • Fully-Insured Pricing Business Rule

    • Member Adoption Business Rule

    • New Born Business Rule

    • Rate Guarantee Business Rule

    • Refund Write-Off Business Rule

    Note:

    The list includes only those values which are defined in the BUS_​RULE_​CAT_​FLG lookup field.

    You must select the Member Adoption Business Rule option from the list while creating a member adoption business rule.

    		 Yes
    Note: Alternatively, you can access the Business Rule Category screen by clicking the Add button in the Page Title area of the Business Rule screen.
  4. Select the Member Adoption Business Rule option from the Business Rule Category list.
  5. Click OK.
    The Member Adoption Business Rule screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Criteria Description Used to indicate the criteria for the member adoption business rule.
    Note: The Search (The Search Icon) icon appears corresponding to the Criteria Description field. On clicking the Search icon, the Business Rule Criteria Search window appears.
    		 Yes
    Effective Date Used to specify the date from when the business rule is effective.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		 Yes
    Status Indicates the status of the business rule.
    Note: This field is disabled. By default, the status is set to Active.
    		 Not applicable
    Gift Days Applicability No
    Gift Days
    Notice Rule Applicability
    Notice Rule Days
    Adoption Notice Rule Calculation
  6. Enter the required details in the Member Adoption Business Rule screen.
  7. If you want to define more than one member adoption business rule, click the Add (The Add Icon) icon and then repeat step 6.
    Note: However, if you want to remove a member adoption business rule, click the Delete (The Delete Icon) icon corresponding to the Criteria Description field.
  8. Click Save.
    The member adoption business rule is defined.

Related Topics

For more information on... See...
Business Rule screen Business Rule (Used for Searching)