Fee Schedules
Fee Definitions
A fee definition defines on which level the fee is generated (policy or enrollment), based on which fee schedule the fee is generated, when the fee is generated (condition) and if the fee should reoccur if it has been generated before.
For example fees might need to be generated when issuing a new member health ID card (replacement), issuing a new policy or changing the policyholder on an existing policy.
The fee generation process is specified in detail in the Fee Generation Developer Guide.
- Code
-
The identifying code of the fee definition
- Display Name
-
The display name of the fee definition
- Level
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The level of the fee: Policy or Enrollment
- Fee Schedule
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The fee schedule used to determine the fee amounts
- Condition
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The dynamic logic condition that is executed to determine if a fee should be generated for the policy or enrollment
- Reoccurring Fee?
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Is this a reoccurring fee? If checked, the fee will be generated even if it has been generated before for the policy or enrollment in context and the specific fee definition
Fee Schedule
A fee schedule is a re-usable look-up table for fee amounts. It consists of a header (the fee schedule record) and one or more fee schedule lines. A fee schedule line consists of one or more fields (columns) that represent conditions and a field that represents the actual fee. This is the fee that applies if all the conditions on the line are met.
The fee schedule header always refers to a schedule definition. The schedule definition specifies which columns are available in the fee schedule. In addition to the columns specified in the schedule definition, each fee schedule line has a fee amount (including the currency) or a dynamic logic function that calculates the fee amount. The fee schedule header has the following fields:
- Code
-
The functional identifier of this fee schedule
- Schedule Definition
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The schedule definition on which the fee schedule is based on
Fee Schedule Lines
A fee schedule line has at the following fields:
- Time Period
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The default time period to which this fee schedule line belongs to
- Amount
-
The fee amount that applies if all the conditions on this line are met
- Currency
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The currency of the fee amount (only if an amount is specified)
- Function
-
Dynamic logic function to calculate the fee amount
- Dimensions
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All dimensions specified by the schedule definition_