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. |
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 |
- |