Defining a Membership Status Reason Preference

Prerequisites

To define a membership status reason preference, you should have:

  • Field mapping business objects defined in the application.

  • Membership status reasons defined in the application.

Procedure

To define a membership status reason preference:

  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 F and then click the Add button corresponding to the Field Mapping option from the sub-menu.

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

    Field Name Field Description Mandatory (Yes or No)
    Field Mapping Business Object Used to indicate the business object using which you want to create a membership status reason preference. The valid values are:

    • Bill Route Method - Contact Method Mapping (i.e., C1_​​BillRouteCntMethMap) - Enables you to maintain a routing method - contact method mapping preference.

    • Field Mapping (i.e., C1-FieldMapping) - Enables you to maintain the following:

      • Automatic Refund/Write-Off Preference

      • Billing Preference

      • Binder Payment Preference

      • Configuration for Match Type - Handling Overpayment Preference

      • Delinquency Process Preference

      • Delinquency Process Type Preference

      • Geographic Rating Area Preference

      • Hold Request Preference

      • Individual Membership Preference

      • Medicare Preference

      • Member Reconciliation Preference

      • Member Relationship and Subscription Tier Preference

      • Membership Repricing Reasons Preference

      • MNI Derivation Input Preference

      • Statement Construct Preference

      • Transaction Paid Status Count Preference

    • Group Membership Status Reason Mapping (i.e., C1-MemStatusReasonMapGroup) - Enables you to maintain a group membership status reason preference.

    • Medicare Plan Benefit Package (i.e., C1-BenefitPackage) - Enables you to maintain a medicare plan benefit package.

    • Membership Status Reason Mapping (i.e., C1-MemStatusReasonMapping) - Enables you to maintain an individual membership status reason preference.

    Note:
    The above business objects are shipped with the product. The list includes those business objects which are created using the Field Mapping (i.e., C1-FIELDMAP) maintenance object.
    		 Yes
    Note:
    Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Field Mapping screen.
  4. Select the Membership Status Reason Mapping option from the Field Mapping Business Object list.
  5. Click OK.

    The Membership Status Reason Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details for the membership status reason preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the membership status reason preference. Yes
      Description Used to specify the description for the membership status reason preference. Yes

    • Status Reason Mapping - Used to specify the status reason mapping. It contains the following field:

      Field Name Field Description Mandatory (Yes or No)
      Member Person Status Used to indicate the member person status for an individual membership. The valid values are:

      • Active

      • Canceled

      • Inactive

      • Pending Effectuation

      Note:
      The list includes only those values which are defined in the MEMBER_​PER_​STATUS_​FLG lookup field.
      		 No
      Member Person Status Reason Used to indicate the member person status reason for an individual membership.
      Note:
      The list includes only those values which are defined in the MEMB_​PERS_​STAT_​RSN_​FLG lookup field.
      		 Yes (Conditional)
      Note:
      This field is required when the member person status is specified in the respective field.
      Membership Status Reason Used to indicate the membership status reason for an individual membership.
      Note:
      The list includes only those values which are defined for Individual Membership (i.e., C1-IndMembership) business object in the Status Reason screen.
      		 Yes (Conditional)
      Note:
      This field is required when the member person status is specified in the respective field.
  6. Enter the required details in the Main section.
  7. Set the required member person statuses in the membership status reason preference.
  8. If you want to set more than one member person status in the membership status reason preference, click the Add (The Add Icon) icon and then repeat step 8.
    Note:
    However, if you want to remove an member person status from the membership status reason preference, click the Delete (The Delete Icon) icon corresponding to the member person status.
  9. Click Save.
    The membership status reason preference is defined for an individual membership.

Related Topics

For more information on... See...
Field Mapping screen Field Mapping