WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-9746

Symphony Billing report –incorrect volume due to Billing period Policies cut off

    Details

    • Type: Change Request
    • Status: Production Complete
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      White Label
    • Item State:
      Production Complete - Closed
    • Sprint:
      WT Sprint 34 - Enhancements
    • Severity:
      Simple

      Description

      We currently have the Basic Life and AD&D plans in Symphony set up with the billing period policy for the change/terms set to be “Premiums waived prior the cut-off day” rule with the days set to “15” (e.g. if termed after 15th, premiums are waived). What we are seeing on the billing summary and the billing details is that the termination employee’s coverage is still included in the volume even though their premium is $0. This is causing issue with the carriers as they compute off of the total volume being displayed on the summary and since the volume is incorrectly displaying for termed members, it is throwing off the totals.

      I have attached a snapshot of the report showing a member is termed but their volume is still showing on the report but listed with $0.00 premiums. Also there is a snap shot of the summary showing where the Volume is overstated on the report compared to the total premiums being collected.

      Thanks Gary
      CC: Jackie Sivigny Robyn Adkison

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          9 older comments
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          prasanna Prasanna Karlekar (Inactive) added a comment -

          Hi Gary Cunningham,

          We will try to check if this can be scheduled in upcoming sprint starting from 31-July-2017. Will provide final update by 27-July-2017.

          cc: [~parmeshwar.jumbade], Gaurav Sodani

          Show
          prasanna Prasanna Karlekar (Inactive) added a comment - Hi Gary Cunningham , We will try to check if this can be scheduled in upcoming sprint starting from 31-July-2017. Will provide final update by 27-July-2017. cc: [~parmeshwar.jumbade] , Gaurav Sodani
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          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) added a comment - - edited

          Description: Please check attached
          WT-9746-Changes description.doc file that includes changes description with the help of simple example.

          Affected Areas: Billing Reports

          Affected Files:
          /04_Stored Procedures/dbo.OES_SP_GetBillingDetails.StoredProcedure.sql
          /04_Stored Procedures/dbo.OES_SP_GetRetroBillingDetails.StoredProcedure.sql
          /04_Stored Procedures/dbo.OES_SP_Report_RemovePremiumLessRecords.sql

          Tested Scenarios:
          1. Verified records from current billing as well as retro billing.
          2. Verified data at backend whether removing rows are correct or not.

          CC - Prasanna Karlekar

          Show
          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) added a comment - - edited Description : Please check attached WT-9746-Changes description.doc file that includes changes description with the help of simple example. Affected Areas : Billing Reports Affected Files : /04_Stored Procedures/dbo.OES_SP_GetBillingDetails.StoredProcedure.sql /04_Stored Procedures/dbo.OES_SP_GetRetroBillingDetails.StoredProcedure.sql /04_Stored Procedures/dbo.OES_SP_Report_RemovePremiumLessRecords.sql Tested Scenarios : 1. Verified records from current billing as well as retro billing. 2. Verified data at backend whether removing rows are correct or not. CC - Prasanna Karlekar
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          meghana.joshi Meghana Joshi (Inactive) added a comment - - edited

          Verified Below Scenarios On LB :

          Customization for
          Add Policy : Bill for Entire Month
          Term Policy : Premiums waived prior the cut off Day - 15

          1) Verified billing for retro / Current enrollment [ Ongoing Enrollment ]
          2) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 17/2017 ]
          3) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 14/2017 ]

          Add Policy : Premiums waived prior the cut off Day - 15
          Term Policy : Bill For Entire Month

          4) Verified billing for Current enrollment [ Ongoing Enrollment ]
          5) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/14/2017 - 08/ 30/2017 ]
          6) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/20/2017 - 08/ 14/2017 ]

          Customization for
          Add Policy : Premiums are Prorated
          Term Policy : Premiums waived prior the cut off Day - 15

          7) Verified billing for retro / Current enrollment [ Ongoing Enrollment ]
          8) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 17/2017 ]
          9) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/10/2017 - 08/ 14/2017 ]

          Customization for
          Add Policy : Premiums waived prior the cut off Day - 15
          Term Policy : Premiums are Prorated

          10) Verified billing for retro / Current enrollment [ Ongoing Enrollment ]
          11) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 30/2017 ]
          12) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/18/2017 - 08/ 14/2017 ]

          Customization For
          Add Policy : Blank
          Term Policy : Blank

          13) Verified billing for retro / Current enrollment [ Ongoing Enrollment ]
          14) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 30/2017 ]
          15) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/18/2017 - 08/ 14/2017 ]

          All above scenarios are working Fine.

          CC - Sachin Hingole

          Show
          meghana.joshi Meghana Joshi (Inactive) added a comment - - edited Verified Below Scenarios On LB : Customization for Add Policy : Bill for Entire Month Term Policy : Premiums waived prior the cut off Day - 15 1) Verified billing for retro / Current enrollment [ Ongoing Enrollment ] 2) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 17/2017 ] 3) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 14/2017 ] Add Policy : Premiums waived prior the cut off Day - 15 Term Policy : Bill For Entire Month 4) Verified billing for Current enrollment [ Ongoing Enrollment ] 5) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/14/2017 - 08/ 30/2017 ] 6) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/20/2017 - 08/ 14/2017 ] Customization for Add Policy : Premiums are Prorated Term Policy : Premiums waived prior the cut off Day - 15 7) Verified billing for retro / Current enrollment [ Ongoing Enrollment ] 8) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 17/2017 ] 9) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/10/2017 - 08/ 14/2017 ] Customization for Add Policy : Premiums waived prior the cut off Day - 15 Term Policy : Premiums are Prorated 10) Verified billing for retro / Current enrollment [ Ongoing Enrollment ] 11) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 30/2017 ] 12) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/18/2017 - 08/ 14/2017 ] Customization For Add Policy : Blank Term Policy : Blank 13) Verified billing for retro / Current enrollment [ Ongoing Enrollment ] 14) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/01/2017 - 08/ 30/2017 ] 15) Verified billing for retro enrollment and terminated within current month [ Enrollment 06/18/2017 - 08/ 14/2017 ] All above scenarios are working Fine. CC - Sachin Hingole
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          meghana.joshi Meghana Joshi (Inactive) added a comment -

          Verified above mentioned scenarios on Stage.

          Working Fine.

          CC - Sachin Hingole

          Show
          meghana.joshi Meghana Joshi (Inactive) added a comment - Verified above mentioned scenarios on Stage. Working Fine. CC - Sachin Hingole
          Hide
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          meghana.joshi Meghana Joshi (Inactive) added a comment -

          Verified above mentioned scenarios on Production.

          Working Fine.

          CC - Sachin Hingole

          Show
          meghana.joshi Meghana Joshi (Inactive) added a comment - Verified above mentioned scenarios on Production. Working Fine. CC - Sachin Hingole

            People

            Assignee:
            Gary.Cunningham Gary Cunningham (Inactive)
            Reporter:
            Gary.Cunningham Gary Cunningham (Inactive)
            Developer:
            Parmeshwar Jumbad (Inactive)
            QA:
            Meghana Joshi (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

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