Configuring Membership Claim Types

Membership claim types may be used to categorize claims for claim processing purposes. For example, stay related claims could be assigned a STAY type. Claims related to renewals of lapsed memberships could be assigned a REINSTATE type, and so on.

Adding Membership Claim Types

1. From the Administration menu, select Client Relations, then Membership Management, then Claim Types.

2. Click New and enter the following details:

   1. Code: Enter the claim type code.

   2. Description: Enter the description for the claim type.

      1. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).

   3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

3. Click Save.

Editing Membership Claim Types

1. From the Administration menu, select Client Relations, then Membership Management, then Claim Types.

2. Enter search criteria, then click Search.

3. Select the claim type in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Membership Claim Types

1. From the Administration menu, select Client Relations, then Membership Management, then Claim Types.

2. Enter search criteria, then click Search.

3. Select the claim type in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.