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  1. Project Simple
  2. ST-1

Eligibility rules at global level - Plan Design

    Details

    • Type: Enhancement
    • Status: Closed
    • Priority: Critical
    • Resolution: Done
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin
    • Reported by:
      Support
    • Item State:
      Production Complete - Closed
    • Sprint:
      ST Sprint 1

      Description

      Separate Eligibility Screen to create eligibility rule and
      created rule will get use on Plan, Rate,Policy no. etc

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            Activity

            admin01 admin created issue -
            samir Samir made changes -
            Field Original Value New Value
            Item State Parent values: Development(10200)Level 1 values: In Analysis(10204) Parent values: Development(10200)Level 1 values: In Progress(10206)
            Resolution Fixed [ 1 ]
            samir Samir made changes -
            Status New Request [ 10029 ] Pending for Approval [ 10002 ]
            samir Samir made changes -
            Status Pending for Approval [ 10002 ] Approved for Development [ 10003 ]
            samir Samir made changes -
            Status Approved for Development [ 10003 ] In Development [ 10007 ]
            samir Samir made changes -
            Priority Medium [ 3 ] Highest [ 1 ]
            samir Samir made changes -
            Developer Amruta Baheti [ amruta.baheti ]
            admin01 admin made changes -
            Resolution Fixed [ 1 ] Unresolved [ 10200 ]
            admin01 admin made changes -
            Sprint ST Sprint 1 [ 1 ]
            admin01 admin made changes -
            Rank Ranked lower
            amruta.lohiya Amruta Lohiya made changes -
            Attachment EligibilityEngine_tables.xls [ 12263 ]
            Attachment Generic Eligibility Engine Schedule.xls [ 12264 ]
            Attachment Rule Engine_Analysis.doc [ 12265 ]
            amruta.lohiya Amruta Lohiya made changes -
            Attachment Create Rule.jpg [ 12412 ]
            samir Samir made changes -
            Summary Eligibility rules at global level Eligibility rules at global level - Plan Design
            samir Samir made changes -
            Item State Parent values: Development(10200)Level 1 values: In Progress(10206) Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209)
            varsha.shejawal Varsha Shejawal (Inactive) made changes -
            Link This issue blocks ST-103 [ ST-103 ]
            varsha.shejawal Varsha Shejawal (Inactive) made changes -
            Status In Development [ 10007 ] Local Testing [ 10200 ]
            varsha.shejawal Varsha Shejawal (Inactive) made changes -
            Assignee Amruta Lohiya [ amruta.baheti ] Amit Gude [ amitg ]
            varsha.shejawal Varsha Shejawal (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
            prasanna Prasanna Karlekar (Inactive) made changes -
            Comment [ *Following change is done:*
            1. Plan Design Eligibility Screen:
            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. ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Comment [ 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.

            Also, 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
            ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Comment [ Following changes related to Generic Eligibility discussed:
            1. Plan Design Eligibility Screen: {color:#205081}*[Fixed]*{color}
            - 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.
            - On Add New, we will have button as Save and Select, so that newly created rule will get set in Eligibility Rule drop down.

            3. Generic Eligibility Screen:
            - We are changing, Status List box to Checkbox list. Same as Classes.
            - If user does not select any status, Validation message will appear.
            - We need to avoid modification of Default Eligibility Rule. We need to decide proper way to avoid Default rule modification. ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Comment [ 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. ]
            sonali.punse Sonali Punse (Inactive) made changes -
            Comment [ 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. Zip fields should be disabled when Zip set to NO.
            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. 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. *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. Default rule should not be editable for user. ]
            amitg Amit Gude (Inactive) made changes -
            Assignee Amit Gude [ amitg ] Amruta Lohiya [ amruta.baheti ]
            shubhankar Shubhankar Joshi (Inactive) made changes -
            Link This issue is blocked by WT-1947 [ WT-1947 ]
            vinanti.yadav Vinanti Yadav (Inactive) made changes -
            Assignee Amruta Lohiya [ amruta.baheti ] Deepali Tidke [ deepalit ]
            deepalit Deepali Tidke (Inactive) made changes -
            Assignee Deepali Tidke [ deepalit ] Rakesh Roy [ rakeshr ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Assignee Rakesh Roy [ rakeshr ] Amit Gude [ amitg ]
            sonali.punse Sonali Punse (Inactive) made changes -
            Assignee Amit Gude [ amitg ] Amruta Lohiya [ amruta.baheti ]
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) made changes -
            Link This issue relates to ST-140 [ ST-140 ]
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) made changes -
            Link This issue relates to ST-234 [ ST-234 ]
            ashwin.wankhede Ashwin Wankhede (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602)
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Amruta Lohiya [ amruta.baheti ] Rakesh Roy [ rakeshr ]
            gokul.sonawane Gokul Sonawane (Inactive) made changes -
            Item State Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
            rakeshr Rakesh Roy (Inactive) made changes -
            Assignee Rakesh Roy [ rakeshr ] Alankar Chavan [ alankar.chavan ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: Stage QA(10202)Level 1 values: Production Deployment on Hold(10224)
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Local Testing [ 10200 ] Pending for Stage Approval [ 10300 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Pending for Stage Approval [ 10300 ] Approved for Stage [ 10030 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Approved for Stage [ 10030 ] Stage Testing [ 10201 ]
            satyap Satya made changes -
            Item State Parent values: Stage QA(10202)Level 1 values: Production Deployment on Hold(10224) Parent values: Production QA(10203)Level 1 values: Production Deployed(10221)
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Stage Testing [ 10201 ] Pending for Production Approval [ 10301 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Pending for Production Approval [ 10301 ] Approved for production [ 10034 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Approved for production [ 10034 ] Production Testing [ 10202 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Resolution Unresolved [ 10200 ] Fixed [ 1 ]
            Status Production Testing [ 10202 ] Production Complete [ 10028 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Item State Parent values: Production QA(10203)Level 1 values: Production Deployed(10221) Parent values: Production Complete(10222)Level 1 values: Closed(10223)
            prasadp Prasad Pise (Inactive) made changes -
            Status Production Complete [ 10028 ] Closed [ 6 ]

              People

              Assignee:
              alankar.chavan Alankar Chavan (Inactive)
              Reporter:
              admin01 admin
              Developer:
              Amruta Lohiya
              Votes:
              0 Vote for this issue
              Watchers:
              9 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved: