Policies In Progress

This Operational Report provides the capability to generate a report on the policies that are in progress. You can use this report to resolve issues with the policies that are undergoing updates, for example, policies in status with Pend, Edit, Pending File Review, and take them to final status Approved or Cancelled.

This topic gives the metadata details for each field of the Policies In Progress Operational Reporting View.

To incorporate dynamic fields related to the base entity of a specific view, generating the reporting view is necessary, as it automatically includes single value dynamic fields.
Table 1. Policies In Progress (Reporting View - Metadata)
Field Table Name Column Name Data Type Searchable? PII/PHI

Policy ID

POL_POLICIES

Policy ID

String

No

-

Policy Code

POL_POLICIES

Policy

String

Yes

-

Update On

POL_POLICIES

LAST_UPDATED_DATE

Date

Yes

-

Policy Identifier

POL_POLICY_IDENTIFIER

IDENTIFIER

String

Yes

Yes

Policy Identifier Type

POL_IDENTIFIER_TYPES_TL

DISPLAY_NAME

String

Yes

-

Policy Status

POL_POLICIES

STATUS

String

Yes

-

Policyholder Code

REL_RELATIONS

CODE

String

Yes

Yes

Policyholder Name

REL_RELATIONS

NAME

String

Yes

Yes

Policyholder Gender

REL_GENDER_IDENTITIES_TL

DISPLAY_NAME

String

Yes

Yes

Policyholder DOB

REL_RELATIONS

DATE_OF_BIRTH

Date

Yes

Yes

Policyholder Identifier

REL_RELA_IDENTIFIERS

IDENTIFIER

String

Yes

Yes

Policyholder Identifier Type

REL_IDENTIFIER_TYPES_TL

DISPLAY_NAME

String

Yes

-

Line of Business

OHI_LINES_OF_BUSINESS_B

CODE

String

Yes

-

Line of Business

OHI_LINES_OF_BUSINESS_TL

DESCR

String

Yes

-

Brand

PAS_BRANDS_B

CODE

String

Yes

-

Brand

PAS_BRAND_TL

DESCR

String

Yes

-

Group Account Code

POL_GROUP_ACCOUNTS_B

CODE

String

Yes

-

Group Account Name

POL_GROUP_ACCOUNTS_TL

DISPLAY_NAME

String

Yes

-

Group Client Code

POL_GROUP_CLIENTS_B

CODE

String

Yes

-

Group Client Name

POL_GROUP_CLIENTS_TL

DISPLAY_NAME

String

Yes

-

Enrollment File Name

POL_ENROLLMENT_FILES_B

FILENAME

String

Yes

-

Policy Agent Code

POL_AGENTS

CODE

String

Yes

-

Policy Agent Name

POL_AGENTS

NAME

String

Yes

-

Policy Broker Code

POL_BROKERS

CODE

String

Yes

-

Policy Broker Name

POL_BROKERS

NAME

String

Yes

-

Pend Reasons Code

POL_PEND_REASONS_B

CODE

String (Metadata Data Type - Array JSON payload)

No

-

Pend Reason Description

POL_PEND_REASONS_TL

DESCR

String

No

-

Policy Message Code

OHI_MESSAGES_B

CODE

String (Metadata Data Type - Array JSON payload)

No

-

Policy Messages

OHI_MESSAGES_TL

MESSAGE

String

No

-

Policy Enrollment Count

POL_POLICY_ENROLLMENTS

Count of Enrollments

Number

Yes

-