Hi Gary Cunningham,

Please let us know whether current implementation is correct or not. Refer my comment above.

Thank you,
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CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar, Robyn Adkison

Hi Prasad Patil
In regards to the billing, we believe the reports (billing summary and billing details) should actually exclude those coverage and premiums that are $0 based on the billing cut off rule date selection. the system should be including/excluding transaction similar to how the functionality works when the other two billing options are selected.

For instance, in the example provided in the document (Symphony's setup) where we have the billing period changes/terminations set to "premiums waived prior the cut off day 15" we would expect that the premiums that were waived would not be included in the bill.

Please let us know if you have any questions.
thanks,
Robyn

CC: Jackie SivignyGary Cunningham

Hi Robyn Adkison,

Waiting for an internal response on this issue. Will update you tomorrow.
Thank you,
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CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar, Gary Cunningham

Hi Robyn Adkison,

To implement this setting in the Reports, Code changes will be required. Need to convert this ticket to change request.

Request you to please confirm below changes:

For the premiums waived after a particular date according to the rule, we will be removing the record from the report instead of showing '$0' coverage for that record.

The Waiver rule is present in both below mentioned Billing period Policies:

1. Billing Period Adds

2. Billing Period Changes/Terminations

Let us know whether the change is to be made for both the above options or any particular one.

Please let us know whether this change is to be implemented for both 'Billing Details report' and 'Billing Summary report' or any one of them.

If above mentioned changes are to be implemented we will require an approval on this.

Please let us know for any questions.
Thank you
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CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar, Gary Cunningham, Lalit Kumar, Jackie Sivigny, Satya, Sumeet.Kolge

Hi Prasad Patil,

I confirm that our change request is as follows:
For the premiums waived after a particular date according to the rule, we will be removing the record from the report instead of showing '$0' coverage for that record.
The Waiver rule is present in both below mentioned Billing period Policies:
1. Billing Period Adds
2. Billing Period Changes/Terminations
Let us know whether the change is to be made for both the above options or any particular one. - yes, please apply the change to both of the above options
Please let us know whether this change is to be implemented for both 'Billing Details report' and 'Billing Summary report' or any one of them. Yes, please apply the change on both reports (Billing Details and billing summary)

Thank you
Robyn
CC: Jackie SivignyGary CunninghamJennifer Leugers

HI Prasanna Karlekar,

As discussed request you to please look into this.
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CC: Mandar Kulkarni, Vijay Siddha, Satya, Robyn Adkison, Gary Cunningham

Hi
Is there any update on the status of this Change Request as their has been no movement in a few weeks.

Hi,

We will be taking this changes but we have not yet scheduled it. We will provide an update by Monday EOD about when this can be scheduled.

CC- Prasanna Karlekar

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

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

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

Verified above mentioned scenarios on Stage.

Working Fine.

CC - Sachin Hingole

Verified above mentioned scenarios on Production.

Working Fine.

CC - Sachin Hingole