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Type:
Enhancement
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Status: Closed
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Priority:
Critical
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Resolution: Done
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Component/s: BenAdmin
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Labels:None
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Module:BenAdmin
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Reported by:Support
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Item State:Production Complete - Closed
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Sprint:ST Sprint 1
Separate Eligibility Screen to create eligibility rule and
created rule will get use on Plan, Rate,Policy no. etc
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 ] |
Status | New Request [ 10029 ] | Pending for Approval [ 10002 ] |
Status | Pending for Approval [ 10002 ] | Approved for Development [ 10003 ] |
Status | Approved for Development [ 10003 ] | In Development [ 10007 ] |
Priority | Medium [ 3 ] | Highest [ 1 ] |
Developer | Amruta Baheti [ amruta.baheti ] |
Resolution | Fixed [ 1 ] | Unresolved [ 10200 ] |
Sprint | ST Sprint 1 [ 1 ] |
Rank | Ranked lower |
Attachment | EligibilityEngine_tables.xls [ 12263 ] | |
Attachment | Generic Eligibility Engine Schedule.xls [ 12264 ] | |
Attachment | Rule Engine_Analysis.doc [ 12265 ] |
Attachment | Create Rule.jpg [ 12412 ] |
Summary | Eligibility rules at global level | Eligibility rules at global level - Plan Design |
Item State | Parent values: Development(10200)Level 1 values: In Progress(10206) | Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) |
Status | In Development [ 10007 ] | Local Testing [ 10200 ] |
Assignee | Amruta Lohiya [ amruta.baheti ] | Amit Gude [ amitg ] |
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) |
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. ] |
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 ] |
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. ] |
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. ] |
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. ] |
Assignee | Amit Gude [ amitg ] | Amruta Lohiya [ amruta.baheti ] |
Assignee | Amruta Lohiya [ amruta.baheti ] | Deepali Tidke [ deepalit ] |
Assignee | Deepali Tidke [ deepalit ] | Rakesh Roy [ rakeshr ] |
Assignee | Rakesh Roy [ rakeshr ] | Amit Gude [ amitg ] |
Assignee | Amit Gude [ amitg ] | Amruta Lohiya [ amruta.baheti ] |
Item State | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) |
Assignee | Amruta Lohiya [ amruta.baheti ] | Rakesh Roy [ rakeshr ] |
Item State | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) |
Assignee | Rakesh Roy [ rakeshr ] | Alankar Chavan [ alankar.chavan ] |
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) |
Status | Local Testing [ 10200 ] | Pending for Stage Approval [ 10300 ] |
Status | Pending for Stage Approval [ 10300 ] | Approved for Stage [ 10030 ] |
Status | Approved for Stage [ 10030 ] | Stage Testing [ 10201 ] |
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) |
Status | Stage Testing [ 10201 ] | Pending for Production Approval [ 10301 ] |
Status | Pending for Production Approval [ 10301 ] | Approved for production [ 10034 ] |
Status | Approved for production [ 10034 ] | Production Testing [ 10202 ] |
Resolution | Unresolved [ 10200 ] | Fixed [ 1 ] |
Status | Production Testing [ 10202 ] | Production Complete [ 10028 ] |
Item State | Parent values: Production QA(10203)Level 1 values: Production Deployed(10221) | Parent values: Production Complete(10222)Level 1 values: Closed(10223) |
Status | Production Complete [ 10028 ] | Closed [ 6 ] |