[WT-9746] Symphony Billing report –incorrect volume due to Billing period Policies cut off - Workterra Jira

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

Dev Estimates:
30
Code Reviewed By:

Prasanna Karlekar

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

Gary Cunningham (Inactive) created issue - 07/Jun/17 09:55 PM

Robyn Adkison (Inactive) made changes - 08/Jun/17 12:23 AM

Field	Original Value	New Value
Description	We currently have the Basic Life and AD&D plans in Symphony set up with the billing period poly 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 @Robyn	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]

Prasanna Karlekar (Inactive) made changes - 08/Jun/17 05:41 AM

Assignee

Vijay Siddha [ vijays ]

Prasanna Karlekar [ prasanna ]

Prasanna Karlekar (Inactive) made changes - 08/Jun/17 10:25 AM

Assignee

Prasanna Karlekar [ prasanna ]

Prasad Patil [ prasad.patil ]

Prasad Patil (Inactive) made changes - 08/Jun/17 12:22 PM

Issue Type	Bug [ 1 ]	Support Activity [ 10301 ]
Support Task Type		Customization [ 11204 ]
Workflow	WT_Defects [ 43894 ]	WT_Support [ 44033 ]

Prasad Patil (Inactive) made changes - 08/Jun/17 12:23 PM

Remaining Estimate		0h [ 0 ]
Time Spent		1h [ 3600 ]
Worklog Id		53349 [ 53349 ]

Prasad Patil (Inactive) made changes - 08/Jun/17 12:23 PM

Assignee

Prasad Patil [ prasad.patil ]

Gary Cunningham [ gary.cunningham ]

Prasad Patil (Inactive) made changes - 08/Jun/17 12:23 PM

Resolution		Fixed [ 1 ]
Status	Open [ 1 ]	Resolved [ 5 ]

Robyn Adkison (Inactive) made changes - 14/Jun/17 04:54 PM

Resolution	Fixed [ 1 ]
Status	Resolved [ 5 ]	Reopened [ 4 ]

Prasad Patil (Inactive) made changes - 16/Jun/17 06:48 AM

Assignee	Gary Cunningham [ gary.cunningham ]	Prasad Patil [ prasad.patil ]
Status	Reopened [ 4 ]	In Progress [ 3 ]

Prasad Patil (Inactive) made changes - 16/Jun/17 06:51 AM

Status

In Progress [ 3 ]

Waiting for Customer Input [ 10500 ]

Prasad Patil (Inactive) made changes - 16/Jun/17 06:51 AM

Assignee

Prasad Patil [ prasad.patil ]

Gary Cunningham [ gary.cunningham ]

Prasad Patil (Inactive) made changes - 16/Jun/17 07:35 AM

Time Spent	1h [ 3600 ]	1.5h [ 5400 ]
Worklog Id		55746 [ 55746 ]

Robyn Adkison (Inactive) made changes - 19/Jun/17 02:07 AM

Assignee

Gary Cunningham [ gary.cunningham ]

Prasad Patil [ prasad.patil ]

Prasad Patil (Inactive) made changes - 19/Jun/17 12:49 PM

Time Spent	1.5h [ 5400 ]	2h [ 7200 ]
Worklog Id		56306 [ 56306 ]

Prasad Patil (Inactive) made changes - 20/Jun/17 06:45 AM

Assignee

Prasad Patil [ prasad.patil ]

Robyn Adkison [ robyn.adkison ]

Prasad Patil (Inactive) made changes - 20/Jun/17 12:42 PM

Time Spent	2h [ 7200 ]	3.5h [ 12600 ]
Worklog Id		56762 [ 56762 ]

Prasanna Karlekar (Inactive) made changes - 21/Jun/17 08:52 AM

Time Spent	3.5h [ 12600 ]	4.25h [ 15300 ]
Worklog Id		57013 [ 57013 ]

Prasanna Karlekar (Inactive) made changes - 21/Jun/17 09:01 AM

Time Spent	4.25h [ 15300 ]	4.5h [ 16200 ]
Worklog Id		57027 [ 57027 ]

Robyn Adkison (Inactive) made changes - 27/Jun/17 05:02 PM

Assignee

Robyn Adkison [ robyn.adkison ]

Prasad Patil [ prasad.patil ]

Robyn Adkison (Inactive) made changes - 27/Jun/17 05:03 PM

Environment	Production [ 10005 ]
Issue Type	Support Activity [ 10301 ]	Change Request [ 10002 ]
Status	Waiting for Customer Input [ 10500 ]	New Request [ 10029 ]
Support Task Type	Customization [ 11204 ]
Workflow	WT_Support [ 44033 ]	WT_Features [ 45439 ]

Prasad Patil (Inactive) made changes - 28/Jun/17 05:39 AM

Assignee

Prasad Patil [ prasad.patil ]

Prasanna Karlekar [ prasanna ]

Prasad Patil (Inactive) made changes - 28/Jun/17 01:04 PM

Time Spent	4.5h [ 16200 ]	5h [ 18000 ]
Worklog Id		58813 [ 58813 ]

Jaideep Vinchurkar (Inactive) made changes - 30/Jun/17 02:14 PM

Sprint

WT Sprint 32 - Enhancement [ 75 ]

Jaideep Vinchurkar (Inactive) made changes - 30/Jun/17 02:14 PM

Rank

Ranked higher

Prasanna Karlekar (Inactive) made changes - 03/Jul/17 06:05 AM

Assignee

Prasanna Karlekar [ prasanna ]

Parmeshwar Jumbad [ parmeshwar.jumbade ]

Parmeshwar Jumbad (Inactive) made changes - 01/Aug/17 05:40 AM

Dev Due Date		10/Aug/2017
Original Estimate		0h [ 0 ]

Parmeshwar Jumbad (Inactive) made changes - 01/Aug/17 05:41 AM

Sprint

WT Sprint 32 - Enhancement [ 75 ]

WT Sprint 34 - Enhancements [ 80 ]

Parmeshwar Jumbad (Inactive) made changes - 01/Aug/17 11:19 AM

Item State

Parent values: Development(10200)Level 1 values: In Analysis(10204)

Parmeshwar Jumbad (Inactive) made changes - 02/Aug/17 04:11 AM

Time Spent	5h [ 18000 ]	7.75h [ 27900 ]
Worklog Id		68739 [ 68739 ]

Parmeshwar Jumbad (Inactive) made changes - 03/Aug/17 04:24 AM

Time Spent	7.75h [ 27900 ]	12.75h [ 45900 ]
Worklog Id		69072 [ 69072 ]

Parmeshwar Jumbad (Inactive) made changes - 03/Aug/17 06:05 AM

Dev Estimates

Parmeshwar Jumbad (Inactive) made changes - 03/Aug/17 06:05 AM

Item State

Parent values: Development(10200)Level 1 values: In Analysis(10204)

Parent values: Development(10200)Level 1 values: In Progress(10206)

Parmeshwar Jumbad (Inactive) made changes - 03/Aug/17 12:58 PM

Time Spent	12.75h [ 45900 ]	19.25h [ 69300 ]
Worklog Id		69227 [ 69227 ]

Parmeshwar Jumbad (Inactive) made changes - 04/Aug/17 12:56 PM

Time Spent	19.25h [ 69300 ]	23.75h [ 85500 ]
Worklog Id		69539 [ 69539 ]

Parmeshwar Jumbad (Inactive) made changes - 07/Aug/17 06:31 AM

Time Spent	23.75h [ 85500 ]	24.5h [ 88200 ]
Worklog Id		69072 [ 69072 ]

Parmeshwar Jumbad (Inactive) made changes - 07/Aug/17 12:01 PM

Time Spent	24.5h [ 88200 ]	27h [ 97200 ]
Worklog Id		69721 [ 69721 ]

Parmeshwar Jumbad (Inactive) made changes - 07/Aug/17 12:04 PM

Time Spent	27h [ 97200 ]	29h [ 104400 ]
Worklog Id		69721 [ 69721 ]

Parmeshwar Jumbad (Inactive) made changes - 07/Aug/17 12:26 PM

Item State

Parent values: Development(10200)Level 1 values: In Progress(10206)

Parent values: Development(10200)Level 1 values: Ready for Review(10208)

Parmeshwar Jumbad (Inactive) made changes - 07/Aug/17 12:58 PM

Remaining Estimate	0h [ 0 ]	0.5h [ 1800 ]
Time Spent	29h [ 104400 ]	28.5h [ 102600 ]
Worklog Id		69721 [ 69721 ]

Prasanna Karlekar (Inactive) made changes - 09/Aug/17 04:27 AM

Status

New Request [ 10029 ]

Pending for Approval [ 10002 ]

Prasanna Karlekar (Inactive) made changes - 09/Aug/17 04:27 AM

Status

Pending for Approval [ 10002 ]

Approved for Development [ 10003 ]

Prasanna Karlekar (Inactive) made changes - 09/Aug/17 04:27 AM

Status

Approved for Development [ 10003 ]

In Development [ 10007 ]

Prasanna Karlekar (Inactive) made changes - 09/Aug/17 08:24 AM

Remaining Estimate	0.5h [ 1800 ]	0h [ 0 ]
Time Spent	28.5h [ 102600 ]	29h [ 104400 ]
Worklog Id		70406 [ 70406 ]

Prasanna Karlekar (Inactive) made changes - 11/Aug/17 02:27 PM

Item State

Parent values: Development(10200)Level 1 values: Ready for Review(10208)

Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209)

Parmeshwar Jumbad (Inactive) made changes - 11/Aug/17 04:10 PM

Time Spent	29h [ 104400 ]	30.5h [ 109800 ]
Worklog Id		71334 [ 71334 ]

Parmeshwar Jumbad (Inactive) made changes - 14/Aug/17 04:47 AM

Code Review Date		11/Aug/2017
Code Reviewed By		Prasanna Karlekar [ 11907 ]

Khandu Kshirsagar (Inactive) made changes - 14/Aug/17 05:55 AM

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)

Parmeshwar Jumbad (Inactive) made changes - 16/Aug/17 11:21 AM

Attachment

WT-9746-Changes description.doc [ 58733 ]

Parmeshwar Jumbad (Inactive) made changes - 16/Aug/17 11:23 AM

Assignee

Parmeshwar Jumbad [ parmeshwar.jumbade ]

Sachin Hingole [ sachin.hingole ]

Sachin Hingole (Inactive) made changes - 17/Aug/17 04:36 AM

Status

In Development [ 10007 ]

Local Testing [ 10200 ]

Sachin Hingole (Inactive) made changes - 17/Aug/17 04:36 AM

Item State

Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)

Parent values: LB QA(10201)Level 1 values: In Testing(10210)

Sachin Hingole (Inactive) made changes - 17/Aug/17 04:37 AM

Assignee

Sachin Hingole [ sachin.hingole ]

Meghana Joshi [ meghana.kulkarni ]

Meghana Joshi (Inactive) made changes - 17/Aug/17 05:47 AM

Production Due Date		24/Aug/2017
Stage Due Date		21/Aug/17 [ 2017-08-21 ]

Meghana Joshi (Inactive) made changes - 17/Aug/17 08:40 AM

Production Due Date	24/Aug/2017	29/Aug/2017
Stage Due Date	21/Aug/17 [ 2017-08-21 ]	23/Aug/17 [ 2017-08-23 ]

Meghana Joshi (Inactive) made changes - 17/Aug/17 12:16 PM

Time Spent	30.5h [ 109800 ]	34.5h [ 124200 ]
Worklog Id		72114 [ 72114 ]

Meghana Joshi (Inactive) made changes - 17/Aug/17 12:32 PM

Developer		Parmeshwar Jumbad [ parmeshwar.jumbade ]
QA		Meghana Joshi [ meghana.kulkarni ]

Prasanna Karlekar (Inactive) made changes - 18/Aug/17 08:34 AM

Time Spent	34.5h [ 124200 ]	35h [ 126000 ]
Worklog Id		72528 [ 72528 ]

Prasanna Karlekar (Inactive) made changes - 18/Aug/17 08:44 AM

Time Spent	35h [ 126000 ]	35.5h [ 127800 ]
Worklog Id		72540 [ 72540 ]

Meghana Joshi (Inactive) made changes - 18/Aug/17 09:25 AM

Time Spent	35.5h [ 127800 ]	39.5h [ 142200 ]
Worklog Id		72572 [ 72572 ]

Prasanna Karlekar (Inactive) made changes - 18/Aug/17 09:29 AM

Time Spent	39.5h [ 142200 ]	40.25h [ 144900 ]
Worklog Id		72577 [ 72577 ]

Prasanna Karlekar (Inactive) made changes - 18/Aug/17 09:29 AM

Worklog Id

72577 [ 72577 ]

Meghana Joshi (Inactive) made changes - 18/Aug/17 11:33 AM

Item State

Parent values: LB QA(10201)Level 1 values: In Testing(10210)

Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213)

Meghana Joshi (Inactive) made changes - 18/Aug/17 11:33 AM

Time Spent	40.25h [ 144900 ]	42.25h [ 152100 ]
Worklog Id		72633 [ 72633 ]

Meghana Joshi (Inactive) made changes - 18/Aug/17 11:34 AM

Code Review Date	11/Aug/2017	11/Aug/2017
Dev Due Date	10/Aug/2017	10/Aug/2017
Production Due Date	29/Aug/2017	22/Aug/2017
Stage Due Date	23/Aug/17 [ 2017-08-23 ]	21/Aug/17 [ 2017-08-21 ]

Prasanna Karlekar (Inactive) made changes - 18/Aug/17 03:38 PM

Time Spent	42.25h [ 152100 ]	42.5h [ 153000 ]
Worklog Id		72813 [ 72813 ]

Prasanna Karlekar (Inactive) made changes - 21/Aug/17 04:31 AM

Time Spent	42.5h [ 153000 ]	43h [ 154800 ]
Worklog Id		72903 [ 72903 ]

Prasanna Karlekar (Inactive) made changes - 21/Aug/17 04:36 AM

Time Spent	43h [ 154800 ]	43.5h [ 156600 ]
Worklog Id		72903 [ 72903 ]

Khandu Kshirsagar (Inactive) made changes - 21/Aug/17 07:22 AM

Item State

Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213)

Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602)

Meghana Joshi (Inactive) made changes - 21/Aug/17 08:32 AM

Production Due Date

22/Aug/2017

24/Aug/2017

Meghana Joshi (Inactive) made changes - 21/Aug/17 09:48 AM

Item State

Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602)

Parent values: Stage QA(10202)Level 1 values: In Testing(10214)

Meghana Joshi (Inactive) made changes - 21/Aug/17 09:48 AM

Status

Local Testing [ 10200 ]

Pending for Stage Approval [ 10300 ]

Meghana Joshi (Inactive) made changes - 21/Aug/17 09:48 AM

Status

Pending for Stage Approval [ 10300 ]

Approved for Stage [ 10030 ]

Meghana Joshi (Inactive) made changes - 21/Aug/17 09:48 AM

Status

Approved for Stage [ 10030 ]

Stage Testing [ 10201 ]

Meghana Joshi (Inactive) made changes - 21/Aug/17 12:08 PM

Time Spent	43.5h [ 156600 ]	45h [ 162000 ]
Worklog Id		73079 [ 73079 ]

Meghana Joshi (Inactive) made changes - 22/Aug/17 09:34 AM

Item State

Parent values: Stage QA(10202)Level 1 values: In Testing(10214)

Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217)

Meghana Joshi (Inactive) made changes - 22/Aug/17 09:36 AM

Time Spent	45h [ 162000 ]	49h [ 176400 ]
Worklog Id		73316 [ 73316 ]

Khandu Kshirsagar (Inactive) made changes - 24/Aug/17 07:43 AM

Item State

Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217)

Parent values: Production QA(10203)Level 1 values: Production Deployed(10221)

Meghana Joshi (Inactive) made changes - 24/Aug/17 08:23 AM

Item State

Parent values: Production QA(10203)Level 1 values: Production Deployed(10221)

Parent values: Production QA(10203)Level 1 values: In Testing(10218)

Meghana Joshi (Inactive) made changes - 24/Aug/17 08:23 AM

Status

Stage Testing [ 10201 ]

Pending for Production Approval [ 10301 ]

Meghana Joshi (Inactive) made changes - 24/Aug/17 08:23 AM

Status

Pending for Production Approval [ 10301 ]

Approved for production [ 10034 ]

Meghana Joshi (Inactive) made changes - 24/Aug/17 08:23 AM

Status

Approved for production [ 10034 ]

Production Testing [ 10202 ]

Meghana Joshi (Inactive) made changes - 24/Aug/17 10:05 AM

Item State

Parent values: Production QA(10203)Level 1 values: In Testing(10218)

Parent values: Production Complete(10222)Level 1 values: Closed(10223)

Meghana Joshi (Inactive) made changes - 24/Aug/17 10:06 AM

Time Spent	49h [ 176400 ]	51h [ 183600 ]
Worklog Id		74049 [ 74049 ]

Meghana Joshi (Inactive) made changes - 24/Aug/17 10:06 AM

Assignee	Meghana Joshi [ meghana.kulkarni ]	Gary Cunningham [ gary.cunningham ]
Resolution		Fixed [ 1 ]
Status	Production Testing [ 10202 ]	Production Complete [ 10028 ]

Prasanna Karlekar (Inactive) made changes - 30/Aug/17 08:37 AM

Time Spent	51h [ 183600 ]	51.25h [ 184500 ]
Worklog Id		75131 [ 75131 ]

Prasanna Karlekar (Inactive) made changes - 30/Aug/17 08:48 AM

Time Spent	51.25h [ 184500 ]	51.5h [ 185400 ]
Worklog Id		75147 [ 75147 ]

People

Assignee:: Gary Cunningham (Inactive)

Reporter:: Gary Cunningham (Inactive)

Developer:: Parmeshwar Jumbad (Inactive)

QA:: Meghana Joshi (Inactive)

Votes:: 0 Vote for this issue

Watchers:: 5 Start watching this issue

Dates

Created:: 07/Jun/17 09:55 PM

Updated:: 30/Aug/17 08:48 AM

Resolved:: 24/Aug/17 10:06 AM

Dev Due Date:: 10/Aug/2017

Pre-Prod Due Date:: 21/Aug/2017

Production Due Date:: 24/Aug/2017

Code Review Date:: 11/Aug/2017

Time Tracking

Estimated:

Remaining:

Logged:

51.5h

Details

Description

Attachments

Attachments

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People

Dates

Time Tracking