Apply a Fee Schedule
This example shows the configuration for a fee schedule that consists of fees for different fee definitions.
Step 1 - Setup Time Period
The first step is to set up a time period for which the premium amounts apply.
| Time Period | ||
|---|---|---|
Name |
Start |
End |
Calendar year 2020 |
01-01-2020 |
12-31-2020 |
More time periods can be set up later, for example, when we want to specify premium amounts for calendar year 2021.
Step 2 - Setup a Schedule Definition
The second step is to set up a schedule definition. The schedule definition controls which columns the fee schedule shows in addition to the fee. To add a column for the fee definition, add a single dimension:
| Schedule Definition | |||
|---|---|---|---|
Code |
Description |
Type |
Condition |
FEE_DEF |
Fees |
Fee |
- |
| Schedule Dimensions | |||
|---|---|---|---|
Display Name |
Type |
Dynamic Field Usage |
Usage |
Fee Definition |
Dynamic Field |
Fee Definition CODE [1] |
Value |
Step 3 - Setup a Fee Schedule
The next step is to set up a fee schedule, based on the schedule definition we just set up. Once the schedule definition has been saved on the fee schedule header, the fee schedule shows two columns: one for the fee definition and one for the fee.
| Fee Schedule | |
|---|---|
Code |
Schedule Definition |
FEES |
FEE_DEF |
| Fee Schedule Lines | |
|---|---|
Fee Definition |
Fee |
CHANGE ADDRESS |
10.00 USD |
CHANGE HOLDER |
20.00 USD |
ID CARD |
30.00 USD |
NEW ENR |
10.00 USD |
NEW POL |
20.00 USD |
Step 4 - Assign the Fee Schedule
The fee schedule is now complete, but it won’t be applied in the fee generation until it is attached to a fee definition. To complete the example, set up a fee definition and link it to the fee schedule.
| Fee Definition | ||||
|---|---|---|---|---|
Code |
Level |
Fee Schedule |
Reoccurring Fee? |
Code (Dynamic Field) |
ID CARD |
Enrollment |
FEES |
Yes |
ID CARD |