Editing a Binder Payment Business Rule

Procedure

To edit a binder payment business rule:

  1. Search for the binder payment business rule in the Business Rule screen.
  2. In the Search Results section, select the check box corresponding to the binder payment business rule and then click the Edit button.
    Note:

    You can edit multiple binder payment business rules at once by selecting the check boxes corresponding to them and then clicking the Edit button.

    You can edit the binder payment business rule only when it is not yet used in the system.

    The Binder Payment Business Rule screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Criteria Description Indicates the criteria for the binder payment business rule.
    Note: By default, this field is non-editable.
    		 Not applicable
    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 Used to indicate the status of the business rule. The valid values are:

    • Active

    • Inactive

    		 Yes
    Binder Payment Applicability Used to indicate that you want the system to monitor whether the binder payment is received or not before activating the individual membership. No
    Threshold Percentage Used to specify the threshold percentage using which the threshold amount should be calculated.
    Note: This field is enabled only when the Binder Payment Applicability option is selected.
    		 No
    Grace Days Used to specify the number of days which are used to calculate the grace date for an individual membership.
    Note:

    The grace days cannot be less than or equal to zero.

    This field is disabled. It is enabled when the Binder Payment Applicability option is selected.

    		 Yes (Conditional)
    Note: This field is required if the Binder Payment Applicability option is selected.
    Hold Billing Used to indicate whether you want to hold the bill generation process for an individual membership until the binder payment is received.
    Note: This field is disabled. It is enabled when the Binder Payment Applicability option is selected.
    		 No
  3. Modify the required details in the Binder Payment Business Rule screen.
  4. Click Save.
    The changes made to the binder payment business rule are saved.

Related Topics

For more information on... See...
Business Rule screen Business Rule (Used for Searching)
How to define a binder payment business rule Defining a Binder Payment Business Rule