Search Business Rule

The Search Business Rule zone allows you to search for a business rule using various search criteria. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a business rule using the business rule category. The valid values are: Fully-Insured Pricing Rules New Born Rules Binder Payment Rules Rate Guarantee Rules Refund/Write Off Business Rules Delinquency Grace Period Business Rule Delinquency Event Attributes Business Rule Delinquency Termination Date Rule Business Rule Delinquency Miscellaneous Options Business Rule Note: By default, the Fully-Insured Pricing Rules option is selected.	No
  Business Rule ID	Used to search for a particular business rule.	No
  Business Rule Type Description	Used to search for business rules with a particular business rule type description.	No
  Effective Date	Used to search for business rules which are effective from a particular date onwards. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Criteria Description	Used to search for business rules with a particular business rule criteria description.	No
  Status	Used to search for business rules with a particular status. The valid values are: Active Inactive	No
  Parameter 1	Used to search for business rules based on a particular parameter code. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears. You can specify the parameter code where the parameter usage is set to Business Rule Eligibility Criteria. You must not specify the ampersand (&) character in this field.	No
  Parameter 1 Value	Used to search for business rules based on a particular parameter value.	Yes (Conditional) Note: This field is required when the value is specified in theParameter 1 field.
  Parameter 2	Used to search for business rules based on a particular parameter code. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears. You can specify the parameter code where the parameter usage is set to Business Rule Eligibility Criteria. You must not specify the ampersand (&) character in this field.	No
  Parameter 2 Value	Used to search for business rules based on a particular parameter value.	Yes (Conditional) Note: This field is required when the value is specified in theParameter 2 field.
  Parameter 3	Used to search for business rules based on a particular parameter code. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears. You can specify the parameter code where the parameter usage is set to Business Rule Eligibility Criteria. You must not specify the ampersand (&) character in this field.	No
  Parameter 3 Value	Used to search for business rules based on a particular parameter value.	Yes (Conditional) Note: This field is required when the value is specified in theParameter 3 field.
  Parameter 4	Used to search for business rules based on a particular parameter code. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears. You can specify the parameter code where the parameter usage is set to Business Rule Eligibility Criteria. You must not specify the ampersand (&) character in this field.	No
  Parameter 4 Value	Used to search for business rules based on a particular parameter value.	Yes (Conditional) Note: This field is required when the value is specified in theParameter 4 field.

  Note: While searching for the business rule, always ensure that you provide the parameter and parameter value in a sequential order.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Criteria Description	Displays the description of the criteria which is associated with the business rule.
  Eligibility Criteria	Displays the eligibility criteria for the business rule.
  Priority	Displays the sequence in which the business rule must be executed.
  Effective Date	Displays the date from when the business rule is effective.
  Status	Indicates the status of the business rule. The valid values are: Active Inactive
  Maximum Dependents	Indicates the maximum number of dependent persons which are eligible for premium calculation. Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Dependant Max Age Limit	Indicates the maximum age limit for children which are eligible for premium calculation. Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Dependant Order Priority	Indicates the order in which the system should first consider youngest or eldest children during the premium calculation. The system supports the following two characteristic values: Eldest Youngest Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Age Calculation Date	Indicates whether you want to calculate the member person's age using the member person's enrollment date or policy's start or renewal date. The valid values are: Member Enrollment Date Member Enrollment Nearest Age Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Age Recalculation Date	Indicates whether you want to recalculate the member person's age using the member person's enrollment date or policy's start or renewal date. The valid values are: After Birthday Month Membership Renewal Date Nearest Birthday Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Young Adult Applicability	Indicates whether you want to consider the young adults during the premium calculation. Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Young Adult Max Age Limit	Indicates the maximum age limit for young adults which are eligible for premium calculation. Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Member Relationship Derivation Date	Indicates the member relationship for a member person. The valid values are: Member Date of Birth Member Enrollment Date Note: This column appears when the Fully-Insured Pricing Business Rule option is selected from the Search By list.
  Gift Days Applicability	Indicates whether you want to offer gift days in case of a newborn child. Note: This column appears when the New Born Rules option is selected from the Search By list.
  New Born Gift Days	Displays the number of days you want to offer as gift days from the newborn child's birth date. Note: This column appears when the New Born Rules option is selected from the Search By list.
  Binder Payment Applicability	Indicates that you want the system to monitor whether the binder payment is received or not before activating the individual membership. Note: This column appears when the Binder Payment Rules option is selected from the Search By list.
  Threshold Percentage	Displays the threshold percentage using which the threshold amount should be calculated. Note: This column appears when the Binder Payment Rules option is selected from the Search By list.
  Grace Days	Displays the grace days used for calculating the individual membership. Note: This column appears when the Binder Payment Rules option is selected from the Search By list.
  Hold Billing	Indicates whether you want to hold the bill generation process for the individual membership until the binder payment is received. Note: This column appears when the Binder Payment Rules option is selected from the Search By list.
  Rate Guarantee Applicability	Indicates whether the rate guarantee is available for the individual membership. Note: This column appears when the Rate Guarantee Rules option is selected from the Search By list.
  Rate Guarantee Period	Displays the rate guarantee period for the individual membership. Note: This column appears when the Rate Guarantee Rules option is selected from the Search By list.
  Refund Threshold Amount	Displays the threshold amount for refund. Note: This column appears when the Refund/Write Off Business Rules option is selected from the Search By list.
  Defer Refund (in Days)	Displays the number of days till when you want to defer the automatic refund for an account. Note: This column appears when the Refund/Write Off Business Rules option is selected from the Search By list.
  Write Off Threshold Amount	Displays the threshold amount for write off. Note: This column appears when the Refund/Write Off Business Rules option is selected from the Search By list.
  Defer Write Off (in Days)	Displays the number of days till when you want to defer the automatic write off for an account. Note: This column appears when the Refund/Write Off Business Rules option is selected from the Search By list.
  Grace Period (Days)	Displays the number of days of grace you want to offer from the grace start date. Note: This column appears when the Delinquency Grace Period Business Rule option is selected from the Search By list.
  Wait Days	Indicates the number of days for which you want to delay a delinquency event in a delinquency process. Note: This column appears when the Delinquency Event Attribute Business Rule option is selected from the Search By list.
  Wait Month	Indicates the number of months for which you want to delay a delinquency event in a delinquency process. Note: This column appears when the Delinquency Event Attribute Business Rule option is selected from the Search By list.
  Wait Day Of Month	Indicates the day of the month when you want to trigger a delinquency event in a delinquency process. Note: This column appears when the Delinquency Event Attribute Business Rule option is selected from the Search By list.
  Send Membership Level Notification	Indicates whether you want to create a customer contact for the main subscriber of each membership billed to the delinquent customer or account. The valid values are: Send Membership Level Notification Required Send Membership Level Notification Not Required Note: This column appears when the Delinquency Event Attribute Business Rule option is selected from the Search By list.
  Termination Date Rule	Indicates the termination date rule using which you want to calculate the termination date. Note: This column appears when the Delinquency Termination Date Rule Business Rule option is selected from the Search By list.
  Trigger Date Recalculation On Hold Release	Indicates whether you want to recalculate the trigger date once the hold request is released. The valid values are: Yes No Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Trigger Date Recalculation On Resume	Indicates whether you want to recalculate the trigger date once the hold request is resumed. The valid values are: Yes No Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Trigger Termination Process	Indicates an option based on which the termination process is triggered. The valid values are: After X Days Immediate Month End Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Termination Wait Days	Displays the wait period (in days) after which the termination process is triggered. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. The system sets the termination wait days to zero (0), if you do not specify a value while defining or editing a delinquency process type.
  Allow Automatic Reinstatement	Indicates whether you want to allow automatic reinstatement of the individual membership. The valid values are: Yes No Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Maximum Automatic Reinstatement Count	Displays the maximum number of time the system allows automatic reinstatement. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Trigger Reinstatement Process	Indicates an option based on which the reinstatement process must be triggered. The valid values are: After X Days Immediate Month End Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Reinstatement Wait Days	Displays the wait period (in days) after which the reinstatement process is triggered. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Reinstatement Threshold (%)	Displays the percentage value based on which the automatic reinstatement takes place. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Days Since Termination	Displays the number of days since the termination effective date for automatic reinstatement to take place. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Member Notification Days	Displays the number of days after which the member receives notification. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list. This field is not applicable in the case of fully insured individual business.
  Add Days to Date of Processing of Termination Request	Displays the number of days that you want to add to the termination request date in order to derive the termination effective date. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Add Days to Grace End Date	Displays the number of days that you want to add to the grace end date in order to derive the termination effective date. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Add Days to Coverage End Date	Displays the number of days that you want to add to the coverage end date in order to derive the termination effective date. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Add Days to Paid Through Date	Displays the number of days that you want to add to the paid through date (of the account) in order to derive the termination effective date. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Add Months to Paid Through Date	Displays the number of months that you want to add to the paid through month (derived from the paid through date of the account) in order to derive the termination effective date. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Minimum Days Before Customer Contact	Displays the minimum number of days required before contacting the customer. Note: This column appears when the Delinquency Miscellaneous Options Business Rule option is selected from the Search By list.
  Business Rule ID	Displays the business rule ID.

  In addition, this zone contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the business rule.
  Delete	Used to delete the business rule.

  Note:

  On clicking the Broadcast ( ) icon corresponding to the business rule, the Business Rule Log zone appears where you can view the complete trail of actions performed on the business rule.

  Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics