WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-8007

BCC Invoice Management - Export Coverage corresponding to Rate

    Details

    • Type: Change Request
    • Status: Pending for Approval
    • Priority: High
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Support
    • Item State:
      Development - On Hold
    • Sprint:
      WT Sprint 33 - Enhancement

      Description

      Please see the attached write up. We need to export the correct coverage that corresponds with the rate.

      Please let me know if this is possible

        Attachments

          Issue Links

          relates to

          Change Request - Change Request WT-9293 Invoice Summary should have Volume and Coverage Months

          • High - Serious problem that could block progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10129 BCC Invoice Management - Export Coverage corresponding to Rate for child life plans having family rate

          • Medium - Has the potential to affect progress.
          • Production Complete

            Activity

            Ascending order - Click to sort in descending order
            dkulling Debbie Kulling created issue -
            Hide
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            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            We need to analyze this change. Will provide an update on this by 30th Jan 2017.
            Please confirm that this requirement is only for Invoice and not for the Providerwise export functionality.

            cc: Satya

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , We need to analyze this change. Will provide an update on this by 30th Jan 2017. Please confirm that this requirement is only for Invoice and not for the Providerwise export functionality. cc: Satya
            prasanna Prasanna Karlekar (Inactive) made changes -
            Field Original Value New Value
            Remaining Estimate 0h [ 0 ]
            Time Spent 0.5h [ 1800 ]
            Worklog Id 20859 [ 20859 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Debbie Kulling [ dkulling ]
            satyap Satya made changes -
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Report(10109)
            Permalink
            prasanna Prasanna Karlekar (Inactive) logged work - 25/Jan/17 07:15 PM
            • Time Spent:
              0.5h
               

              Requirement go through and update.

            satyap Satya made changes -
            Environment Production [ 10005 ]
            Issue Type Support Activity [ 10301 ] Change Request [ 10002 ]
            Status Open [ 1 ] New Request [ 10029 ]
            Support Task Type Customization [ 11204 ]
            Workflow WT_Support [ 31285 ] WT_Features [ 31418 ]
            satyap Satya made changes -
            Sprint WT Sprint 22 [ 41 ]
            Original Estimate 0h [ 0 ]
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            Can you please provide an update. This functionality should be for all billing reports

            Show
            dkulling Debbie Kulling added a comment - Can you please provide an update. This functionality should be for all billing reports
            satyap Satya made changes -
            Assignee Debbie Kulling [ dkulling ] Prasanna Karlekar [ prasanna ]
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            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            Could not get "This functionality should be for all billing reports".
            Does it implies this change should be for:

            • Standard Billing Report
            • Invoice
            • Enrollment Report

            As all 3 can display coverage field. Please confirm.

            Will need time to analyze. Will provide an update within 2-3 days after getting this confirmed.

            Thank you!

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , Could not get "This functionality should be for all billing reports". Does it implies this change should be for: Standard Billing Report Invoice Enrollment Report As all 3 can display coverage field. Please confirm. Will need time to analyze. Will provide an update within 2-3 days after getting this confirmed. Thank you!
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Debbie Kulling [ dkulling ]
            Hide
            Permalink
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            Please provide update on above queries.

            cc: Satya, Venkatesh Pujari

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , Please provide update on above queries. cc: Satya , Venkatesh Pujari
            Hide
            Permalink
            satyap Satya added a comment -

            Hi Debbie Kulling,

            Development is waiting for your response on queries.

            Regards,
            Satya Prakash

            Show
            satyap Satya added a comment - Hi Debbie Kulling , Development is waiting for your response on queries. Regards, Satya Prakash
            satyap Satya made changes -
            Item State Parent values: Development(10200)Level 1 values: On Hold(10207)
            satyap Satya made changes -
            Status New Request [ 10029 ] Pending for Approval [ 10002 ]
            satyap Satya made changes -
            Sprint WT Sprint 22 [ 41 ]
            satyap Satya made changes -
            Summary BCC Invoice Management - Coverage Issue BCC Invoice Management - Export Coverage corresponding to Rate
            satyap Satya made changes -
            Sprint Enhancements: March-June 2017 [ 48 ]
            prasad.patil Prasad Patil (Inactive) made changes -
            Time Spent 0.5h [ 1800 ] 1h [ 3600 ]
            Worklog Id 29748 [ 29748 ]
            Permalink
            prasad.patil Prasad Patil (Inactive) logged work - 08/Mar/17 10:52 PM
            • Time Spent:
              0.5h
               

              Change Request Analysis.

            Hide
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            dkulling Debbie Kulling added a comment -

            The coverage or salary needs to correspond with the rate. If we are basing the coverage on an old salary because of the salary update rule then we should be exporting that salary

            on LTD if the rate is based on covered salary that is what the salary that needs to be exported.

            Maybe we need a "covered salary" field?

            Show
            dkulling Debbie Kulling added a comment - The coverage or salary needs to correspond with the rate. If we are basing the coverage on an old salary because of the salary update rule then we should be exporting that salary on LTD if the rate is based on covered salary that is what the salary that needs to be exported. Maybe we need a "covered salary" field?
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            any update?

            Show
            dkulling Debbie Kulling added a comment - any update?
            Hide
            Permalink
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            This change request is not scheduled in this sprint which is ending on 7th April 2017. I also think that we might need a call to discuss this change. We will let you know accordingly.

            Thank you!

            cc: Lalit Kumar, Jyoti Agrawal, Venkatesh Pujari

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , This change request is not scheduled in this sprint which is ending on 7th April 2017. I also think that we might need a call to discuss this change. We will let you know accordingly. Thank you! cc: Lalit Kumar , Jyoti Agrawal , Venkatesh Pujari
            Permalink
            prasanna Prasanna Karlekar (Inactive) logged work - 29/Mar/17 09:30 PM
            • Time Spent:
              0.75h
               

              Discussion on Covered Salary scenario and JIRA reply

            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 1h [ 3600 ] 1.75h [ 6300 ]
            Worklog Id 35357 [ 35357 ]
            Hide
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            dkulling Debbie Kulling added a comment -

            Is there an update on this?

            Show
            dkulling Debbie Kulling added a comment - Is there an update on this?
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Link This issue relates to WT-9293 [ WT-9293 ]
            Permalink
            jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 18/May/17 04:27 PM
            • Time Spent:
              2h
               

              Analysis

            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Time Spent 1.75h [ 6300 ] 3.75h [ 13500 ]
            Worklog Id 46854 [ 46854 ]
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            Update?

            Show
            dkulling Debbie Kulling added a comment - Update?
            Hide
            Permalink
            prasanna Prasanna Karlekar (Inactive) added a comment - - edited

            Hi Debbie Kulling,

            Below are our findings:
            Child life:
            For family rate scenario, we have done the changes in Standard Billing and Enrollment Report, JIRA for same is WT-8642. Billing Summary and Invoice are pending for changes.

            LTD:
            Covered salary scenario. For this we may need enhancement from Enrollment team to store the salary, based on which premium was calculated. This will need more analysis.

            This change request will be taken after 15th June 2017 as currently we are focusing only on bug fixing.

            Thank you!

            cc: Satya, Jyoti Agrawal

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - - edited Hi Debbie Kulling , Below are our findings: Child life: For family rate scenario, we have done the changes in Standard Billing and Enrollment Report, JIRA for same is WT-8642 . Billing Summary and Invoice are pending for changes. LTD: Covered salary scenario. For this we may need enhancement from Enrollment team to store the salary, based on which premium was calculated. This will need more analysis. This change request will be taken after 15th June 2017 as currently we are focusing only on bug fixing. Thank you! cc: Satya , Jyoti Agrawal
            Permalink
            prasanna Prasanna Karlekar (Inactive) logged work - 26/May/17 10:00 PM
            • Time Spent:
              0.25h
               

              JIRA update

            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 3.75h [ 13500 ] 4h [ 14400 ]
            Worklog Id 49617 [ 49617 ]
            Hide
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            dkulling Debbie Kulling added a comment -

            Is there an ETA on this?

            Show
            dkulling Debbie Kulling added a comment - Is there an ETA on this?
            Hide
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            gaurav.sodani Gaurav Sodani (Inactive) added a comment -

            Hi Debbie Kulling,

            Please give us time till 7/14/2017 to confirm you on the ETA

            Will be splitting this task into two separate JIRA ticket

            Regards
            Gaurav
            CC: Jyoti MaynePrasanna KarlekarJyoti AgrawalSatya

            Show
            gaurav.sodani Gaurav Sodani (Inactive) added a comment - Hi Debbie Kulling , Please give us time till 7/14/2017 to confirm you on the ETA Will be splitting this task into two separate JIRA ticket Regards Gaurav CC: Jyoti Mayne Prasanna Karlekar Jyoti Agrawal Satya
            harshada.borole Harshada Borole (Inactive) made changes -
            Dev Due Date 21/Jul/2017
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Link This issue relates to WT-10129 [ WT-10129 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Link This issue relates to WT-10130 [ WT-10130 ]
            Hide
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            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            We have created two separate JIRA tickets as this ticket consists of two different tasks.
            For, correct coverage for child life - WT-10129
            For, Invoice to show covered salary - WT-10130

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - We have created two separate JIRA tickets as this ticket consists of two different tasks. For, correct coverage for child life - WT-10129 For, Invoice to show covered salary - WT-10130
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Dev Due Date 21/Jul/2017
            Permalink
            jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 14/Jul/17 05:25 AM
            • Time Spent:
              0.5h
               

              Task go through, new ticket creation

            gaurav.sodani Gaurav Sodani (Inactive) made changes -
            Sprint Enhancements: March-June 2017 [ 48 ] WT Sprint 33 - Enhancement [ 78 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Time Spent 4h [ 14400 ] 4.5h [ 16200 ]
            Worklog Id 63758 [ 63758 ]
            Transition Time In Source Status Execution Times
            Satya made transition -
            Open New Request
            		2d 8h 27m 1
            Satya made transition -
            New Request Pending for Approval
            		12d 35m 1

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

                Created:
                Updated:

                  Time Tracking

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