Report Page
The Operational Reports for health insurance cover various key processes allowing teams to monitor the status of the ongoing activities. These reports provide detailed information enabling you in efficient decision-making by highlighting bottlenecks and prioritizing actions for better workflow management.
Use Cases
To build different floor plans for each Operational Reporting View.
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This floor plan template is designed to present activities performed on an object over a selected period, providing a clean and efficient view of key operational data.
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The report is optimized for fast performance while displaying multiple values per cell and offering detailed views through separate drawers for each record.
Presentation Configuration
You can change certain page aspects by changing or updating the floor plans and properties. To do so, customize the components within the JSON payload of the floor plan.
For more details, see Floor Plan Configuration page.
Floor Plan Template
This template is used to display data in multiple columns and to view or analyze the data and results.
Template Components
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Quick Search
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Advance Search with Operators
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Mapping refType
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External Links
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Pagination
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Saved Search Preference
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Pre filter List
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Sort
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Data Transfer
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Boilerplate Labels
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Data Grid
Example Template
{
"quickSearch": {
"properties": [
{
"name": "CLAIM_CODE",
"sequence": 1
}
]
},
"advancedSearch": {
"properties": [
{
"name": "CLAIM_CODE",
"sequence": 1
},
{
"name": "STATUS",
"sequence": 2
},
{
"name": "agent_code",
"sequence": 3,
"refType":{
"type":"agents",
"resource":"agents",
}
}
]
},
"refTypeMapping": [
{
"type": "agents",
"properties": [
{
"name": "code",
"viewColName": "agent_code"
},
{
"name": "name",
"viewColName": "agent_name"
}
]
}
],
"externalLinks": "",
"savedsearchpreference": true,
"sort": {
"default": [
{
"sequence": 1,
"sortOrder": "asc",
"properties": [
{
"name": "code",
"sequence": 1
}
]
}
]
},
"preFilterList": "",
"export": true,
"boilerplateLabels": {
"CLAIM_CODE": "BOILERPLATE_1",
"STATUS": {
"label": "BOILERPATE_2",
"values": [
{
"value": "ENTRY",
"label": "BOILERPLATE_ENTRY"
},
{
"value": "CHANGE",
"label": "BOILERPLATE_CHANGE"
},
{
"value": "MANUAL ADJUDICATION",
"label": "BOILERPLATE_MA"
},
{
"value": "MANUAL BENEFITS",
"label": "BOILERPLATE_MB"
},
{
"value": "MANUAL PRICING",
"label": "BOILERPLATE_MP"
},
{
"value": "MANUAL PRICING ADJUDICATION",
"label": "BOILERPLATE_MPA"
},
{
"value": "FINALIZED",
"label": "BOILERPLATE_F"
},
{
"value": "PRICING FINALIZED",
"label": "BOILERPLATE_PF"
}
]
},
"PEND_REASONS": {
"label": "BOILERPATE_3",
"properties": [
{
"name": "PEND_REASON_CODE",
"label": "BOILERPLATE_PEND_CODE"
},
{
"name": "PEND_REASON_DESCR",
"label": "BOILERPLATE_PEND_DESCR"
}
]
},
"CLAIMED_AMOUNT": "BOILERPLATE_4",
"COLUMN_NAME4": "BOILERPLATE_5"
},
"dataGrid": [
{
"name": "CLAIM_CODE",
"sequence": "1",
"deeplink": true,
"refType": {
"type": "claim"
}
},
{
"name": "STATUS",
"sequence": "2"
},
{
"name": "PEND_REASONS",
"sequence": "3",
"properties": [
{
"name": "PEND_REASON_CODE",
"label": "BOILERPATE_6"
},
{
"descr": "PEND_REASON_DESCR",
"label": "BOILERPATE_7"
}
]
},
{
"name": "CLAIMED_AMOUNT",
"sequence": "4",
"displayType": "amount"
}
]
}Components
Pages using the Report Page template have the following components.
Entity Name and Results Count
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Non-configurable, default functionality.
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The plural form of the entity name is displayed above the data grid, with the total count shown next to it.
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If a saved search preference exists, its details are displayed.
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The count is only displayed after a search is performed.
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If no results match the search criteria, a message indicating that no rows were found is displayed by the results component.
Primary Navigation Actions
Non-configurable, default functionality.
Actions:
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Save Search Preferences: Saves the current settings or preferences for future use.
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Back: Navigates the user to the previous page or screen.
Quick Search
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Mandatory component.
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Left aligned.
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Can be customized to search on multiple attributes including flex codes and reference fields.
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For more details, see the Quick Search component.
Advanced Search
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Mandatory component.
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Displayed as a hyperlink that displays the advanced search dialog.
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Enables search on a combination of attributes.
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Advanced Search allows searching based on specific or multiple attributes using various operators like Equal To, Not Equal To, Like, Between, and more.
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Date attributes support
BetweenandNot Betweenfor date ranges, with flexible date inputs. -
String and Text attributes support operators such as Equal To, Not Equal To, and Like, while ENUM, LOV, and refType attributes use Equal To, Not Equal To, Includes, and Excludes.
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For more details, see the Advanced Search component.
Advanced Search with Operators
An Advanced Search allows you to search based on specific or multiple attributes, using various operators:
An Advanced search enables the search on specific attributes or on multiple attributes with a combination of operators.
Operators
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Equal To – Returns results that match the specified value.
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Not Equal To – Excludes results that match the specified value and returns results that match all other values.
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Like – Returns results that match similar values, not necessarily exact ones. It is for matching similar or partial text values.
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Between – Returns results within the specified date range (from date to to date). At least one date input is required.
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If no to date is provided, results from the from date onwards is returned.
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If no from date is provided, results up to the to date is returned.
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Not Between – Excludes results within the specified date range (from date to to date). Both dates are required.
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Greater Than – Returns results greater than the specified value.
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Greater Than or Equal to – Returns results that are greater than or equal to the specified value.
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Less Than – Returns results that are less than the specified value.
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Less Than or Equal to – Returns results that are less than or equal to the specified value.
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Includes – Returns results that contain the specified value.
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Excludes – Excludes results containing the specified value and returns results that match all other values.
Operator Functionality
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String/Text Operators
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Equal To
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Not Equal To
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Like
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ENUM/LOV/refType Operators (single or multi-value)
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Equal To
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Not Equal To
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Includes
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Excludes
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Date Operators
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Equal To
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Between
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Not Between
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Number Operators
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Equal To
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Greater Than
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Less Than
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The following image illustrates how the Advanced Search can be configured.
Example
"advancedSearch": {
"properties": [
{
"name": "agent_code",
"sequence": 3,
"refType": {
"type": "agents"
}
}
]
}
"refTypeMapping": [
{
"type": "agents",
"properties": [
{
"name": "code",
"viewColName": "agent_code"
},
{
"name": "name",
"viewColName": "agent_name"
}
]
}
]
Sort
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Optional component.
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It can only have the default or multiple sort criteria.
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For more details, see Sort Component page.
Pagination
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Optional component.
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Infinite scroll to load the next page of records when the scroll ends.
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To display the page size of the data grid, configure the pagination component.
Data Grid
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Mandatory component.
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Used to display the search results in the form of a data grid.
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If no results match the search criteria, the results component displays the message, No rows were found.
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Data Transfer History displays the history of previous data transfers for seven days.
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The latest saved search preference is loaded if available.
The Data Grid component consists of the following sub-components.
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Actions (Data Grid)
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Data Transfer: Used to transfer the report data to a specified format.
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Data Transfer History: Displays the history of previous data transfers.
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Rows: Can be configured with the following component.
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Columns: Each property defined in this section forms a column in the data grid.
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Features
The data grid component is lightweight and designed for seamless presentation of large datasets. This makes it fast and efficient.
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Read-only table representation
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Handles large datasets with ease
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Built-in sorting functionality
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Optimized for performance
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Minimal resource usage
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Cell configurable as deep links
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Supports multiple values per cell
Data grid is used for operational reporting views floorplans.
Example
{
"dataGrid": {
"row": {
"columns": {
"properties": [
{
"name": "policy_code",
"sequence": 1,
"reftype": {
"type": "policies"
},
"deepLink": true
},
{
"name": "status",
"sequence": 2
},
{
"name": "last_updated_date",
"sequence": 3
},
{
"name": "policyholder_name",
"sequence": 4
},
{
"name": "pend_reasons",
"sequence": 5,
"properties": [
{
"name": "code",
"sequence": 1
},
{
"name": "descr",
"sequence": 2
}
]
},
{
"name": "policyholder_code",
"sequence": 6
},
{
"name": "enrollment_count",
"sequence": 7
},
{
"name": "brand",
"sequence": 8
},
{
"name": "policyholder_date_of_birth",
"sequence": 9
},
{
"name": "policyholder_gender",
"sequence": 11
},
{
"name": "group_account_code",
"sequence": 12
},
{
"name": "BROKER_NAME",
"sequence": 13
},
{
"name": "BROKER_CODE",
"sequence": 14
},
{
"name": "AGENT_CODE",
"sequence": 15
}
]
}
}
}
}
Access Restriction
Function access restriction applies. For more details, see User Access.