1. New eligibility screen (save/update/delete/clone)
Please refer Eligibility Screen at path: Select Company -> Customizer -> Eligibility Rules
2. Screen level changes to map new rule on plan design.
Please refer Plan Design Eligibility Rules Page
3. Business logic changes for plandesign on Enroll now and other modules.
Please refer Enroll Now screen. Plans must populate as RuleID set on Plan Design Eligibility Screen.
4. Migration script for Plan Design
We need to migrate existing plan rules. Migration tool details provided to Amit G.

Please check the screens where eligibility component is used as we have modified existing component:
Sub Rate
Credit Pool
New Hire Re Hire Rule
Effective – Termination Date Rule
Qualifying Event
Plan Design Health Tier Mapping
Landing Page
Form Builder
Class wise OE
Additional Fields
Forms Library
Employee Home Page Files

1. Please note, Eligibility Drop Down will appear only on Plan Design Screen as of now. Other screen changes are in progress.
2. For list of screens mentioned above, following is changed:

• Earlier there was list box for classes, now check box list comes for classes
• Earlier, Additional Criteria was just a drop down, now we have made it searchable
• Earlier Zip Code Eligibility was not included in common component now it is included (Business Logicwise)

Following needs to be verified for mentioned screens:

• Save and Edit of Additional Criteria
• Is Zip code eligibility rule present for that screen. We need to cross verify this with Stage / Production as all screens do not have Zip Code Eligibility displayed.

Following are new enhancements related to Generic Eligibility Screen/Popup:
1. Plan Design Eligibility Screen: [Fixed]

• We will populate option with name "Default Rule" below "Select a Rule" option.
• Default Rule will have "None" selected for all Classes and "All Employee Status" selected for Status.
• We will keep Eligibility Rule drop down Mandatory. Error message will get displayed on Save, if no rule is selected.

2. Generic Eligibility Popup on Plan Design Eligibility Screen:

• Currently on click of View, rule can be Edited. We will remove editing from the popup. All fields will be read only now and will have only Select button. On click of Select, popup will close and selected rule will get set in Eligibility Rule drop down. [Fixed]
• On Add New, we will have button as Save and Select, so that newly created rule will get set in Eligibility Rule drop down. [Fixed]

3. Generic Eligibility Screen:

• We are changing, Status List box to Checkbox list. Same as Classes. [Fixed]
• If user does not select any status, Validation message will appear. [Fixed]
• We need to avoid modification of Default Eligibility Rule. We need to decide proper way to avoid Default rule modification. [Fixed]
• Working of Zip Code controls when Zip Code Eligibility is used. [Zip code changes as discussed with Sonali P.]
  Following scenarios handled:

1. If company has Zip Tables added:

• On setting Using Zip Code to Yes, All Zip Tables get selected and Zip Code Rule Drop down is enabled.
• If Using Zip Code is set to Yes, user is not allowed to deselect all zip tables, atleast 1 needs to be selected or else all zip table will get selected.
• On Save, if Using Zip Code is set to Yes and no rule is selected, error message should come for Zip Code Rule only.
  [Known Issue for Chrome Browser:
  In View mode, selected zip tables are not shown as selected or are not visible. Help from GD will be required to fix this issue.]

1. If company does not have Zip Tables:

• On setting Using Zip Code to Yes, nothing from Zip Table listbox get selected and Zip Code Rule Drop down remains disabled.
• On Save, if Using Zip Code is set to Yes, error message should come for Zip Table List box.
  Please let us know, if any modifications are required for this functionality.

Impacted Areas:
Eligibility Screen
Eligibility Popup on Plan Design / Rates / Credit Pool (any one screen)

File Changes:
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_EligibilityRuleEnginePV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRulePV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRuleWrapperPV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Controllers/Common/CommonController.cs

Known Issues:
1) On PlanDesign page :
When we close the pop-up after adding new rule the drop-down does not get refreshed.[FIXED]

2) On Eligibility Screen Page:
Zip code rule not getting saved due to some change. Will fix it. [FIXED]

3) Eligibility Pop up on Plan Design Page

• Need to remove graying out for disabled control. As, selected zip code table IDs, are not visible on View screen.
• Additional criteria list box needs to be expanded on View screen.
• Additional criteria label not getting displayed on View screen.

4) Check for Eligibility Rule Duplication [Fixed]:
Impacted Areas:

• Eligibility Rule Screen. Duplication should not happen from Add/ Edit/ Clone functionality.
• Add functionality from Plan Design / Rate / Credit Pool. Please verify duplication check from any of the screen

NOTE:
Following scenarios are treated as duplicate for Additional Criteria, if classes, status and zipcode rules matches:
1. Exact match for additional criteria

2. If additional criteria has All AND or ALL OR conditions, then irrespective of criteria sequence duplication should be identified.
Example:
Criteria1-
AND FirstName begins with "test"
AND LastName begins with "test"
AND Geneder equal to Male

Criteria2-
AND FirstName begins with "test"
AND Geneder equal to Male
AND LastName begins with "test"

Criteria1 = Criteria2

3. For Exact Match / All AND / All OR, "JOIN Condition" i.e "AND or OR" for 1st criteria should be ignored and duplication should be given accordingly.
Criteria1-
AND FirstName begins with "test"
AND LastName begins with "test"
AND Geneder equal to Male

Criteria2-
OR LastName begins with "test"
AND Geneder equal to Male
AND FirstName begins with "test"

Criteria1 = Criteria2

*File Changes: *
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_EligibilityRuleEnginePV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_EligibilityRuleEnginePV.generated.cs
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRulePV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRulePV.generated.cs
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Models/Common/GenericEligibilityRulePVModel.cs
/branches/LB/App/BusinessLogic/EligibilityEngine/GenericEligibilityRule.vb
/branches/LB/Database Objects/MasterCompanyDB/01_DDL/74_ST102_WTB_GenericEligibility_NewUserDefinedTableTypes.sql
/branches/LB/Database Objects/MasterCompanyDB/02_UDFs/dbo.OES_UDF_GetExistingGenericEligibilityRuleIDs.sql

Issue Fixed:
8. Message "This Eligibility Rule Already Exists." should show the existing rule name in the message. This will help user to select expected rule name.

Issues found:
1. Fixed Select Company -> Customizer -> Eligibility Rules -> Now click on Customizer or any other menus -> Menus links are not active.
2. Fixed Select any existing plan -> go to Eligibility -> Shows the first eligibility rule as pre populated.
3. Fixed Zip fields should be disabled when Zip set to NO. This is removed and added to eligibility rule wizard, fixed for Plan Design Screen.
4. Fixed Select All Eligibility Rule -> Delete -> shows Server error.
5. Fixed Create new eligibility -> enter criteria -> Reset -> takes user to Eligibility Rules page list. Should reset all entered criteria.
6. Fixed Can not add Rule at plan design level -> System throws server error.
7. Fixed Plan Design Level ->View Rule - Should not allow user to edit rules. Currently it doesn't allow user to select different rule and ask user to forcefully edit the Rule for selection.
8. Fixed Message "This Eligibility Rule Already Exists." should show the existing rule name in the message. This will help user to select expected rule name.
9. Fixed Default rule should not be editable for user

Varsha:
Issues FIXED:
1. Select Company -> Customizer -> Eligibility Rules -> Now click on Customizer or any other menus -> Menus links are not active.
2. Select any existing plan -> go to Eligibility -> Shows the first eligibility rule as pre populated. [When I add new rule and do not set eligibility and edit it I can see select criteria as default selected]
3. Zip fields should be disabled when Zip set to NO.[We have done this for PlanDesign screen.]
4. Select All Eligibility Rule -> Delete -> shows Server error. [When rules are in use you will not be able to delete All rules.In this case all is disabled]
5. Create new eligibility -> enter criteria -> Reset -> takes user to Eligibility Rules page list. Should reset all entered criteria.
6. Can not add Rule at plan design level -> System throws server error.
7. Plan Design Level ->View Rule - Should not allow user to edit rules. Currently it doesn't allow user to select different rule and ask user to forcefully edit the Rule for selection.
8. Message "This Eligibility Rule Already Exists." should show the existing rule name in the message. This will help user to select expected rule name.

Below mentioned scenario is observed-

When on sub rate page a new rule is created and on clicking of Save and Select, it is found that new rule created is neither getting saved nor getting selected and also the rule is not available in a drop down of Demographic Eligibility Rule. On creating a new rule with same name and criteria 'Eligibility Rule Already Exists' pop-up is displayed.

On refreshing of page rule is displayed in drop down of Demographic Eligibility Rule.

Expected Result:
There should not be need of page refresh. User should be able Save and Select of Rule.

Hi Amit,

Concern:
On refreshing of page rule is displayed in drop down of Demographic Eligibility Rule.

Cause:
Success message pop up was not appearing on addition of rule from Rates / Plan Design / Credit Pool screen which caused this issue.
While giving changes for Duplicate Criteria Check some code restructuring was done. A code line checkin was missed due to which success popup was not coming.

Correction:
Code checkin done for the related code. Please verify.

File Changes:
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRulePV.cshtml
/branches/LB/Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/_GenericEligibilityRulePV.generated.cs

Impacted Areas:
Eligibility Screen
Eligibility Pop up on Plan Design / Rates / Credit Pool

Amruta Lohiya Please refer above issue list. Update the ticket if new functionality is implemented.

Can you please update this ticket for Generic eligibility and plan design screen on pre stage. Thanks!

Please update the status