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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

        Attachments

          Activity

          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Gary Cunningham,

          We discussed this issue with development team.
          According to current implementation, the premiums are waived from the report and the coverage amount is kept as it is.
          As the EE has elected the coverage for entire year the coverage can't be removed for a particular month in a report.

          Please let us know for any issues.
          Thank you
          --------------------------------------------------------------------------------------------------------
          CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Gary Cunningham , We discussed this issue with development team. According to current implementation, the premiums are waived from the report and the coverage amount is kept as it is. As the EE has elected the coverage for entire year the coverage can't be removed for a particular month in a report. Please let us know for any issues. Thank you -------------------------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Gary Cunningham,

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

          Thank you,
          ---------------------------------------------------------------------------------------------------

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

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Gary Cunningham , Please let us know whether current implementation is correct or not. Refer my comment above. Thank you, --------------------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar , Robyn Adkison
          Hide
          Robyn.Adkison Robyn Adkison (Inactive) added a comment -

          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

          Show
          Robyn.Adkison Robyn Adkison (Inactive) added a comment - 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 Sivigny Gary Cunningham
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          Hi Robyn Adkison,

          Waiting for an internal response on this issue. Will update you tomorrow.
          Thank you,
          ----------------------------------------------------------------------------------------------

          CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar, Gary Cunningham

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - Hi Robyn Adkison , Waiting for an internal response on this issue. Will update you tomorrow. Thank you, ---------------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar , Gary Cunningham
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          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
          ---------------------------------------------------------------------------------------

          CC: Mandar Kulkarni, Vijay Siddha, Prasanna Karlekar, Gary Cunningham, Lalit Kumar, Jackie Sivigny, Satya, Sumeet.Kolge

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - 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 --------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Prasanna Karlekar , Gary Cunningham , Lalit Kumar , Jackie Sivigny , Satya , Sumeet.Kolge
          Hide
          Robyn.Adkison Robyn Adkison (Inactive) added a comment -

          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

          Show
          Robyn.Adkison Robyn Adkison (Inactive) added a comment - 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 Sivigny Gary Cunningham Jennifer Leugers
          Hide
          prasad.patil Prasad Patil (Inactive) added a comment -

          HI Prasanna Karlekar,

          As discussed request you to please look into this.
          ----------------------------------------------------------------------------------------------

          CC: Mandar Kulkarni, Vijay Siddha, Satya, Robyn Adkison, Gary Cunningham

          Show
          prasad.patil Prasad Patil (Inactive) added a comment - HI Prasanna Karlekar , As discussed request you to please look into this. ---------------------------------------------------------------------------------------------- CC: Mandar Kulkarni , Vijay Siddha , Satya , Robyn Adkison , Gary Cunningham
          Hide
          Gary.Cunningham Gary Cunningham (Inactive) added a comment -

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

          Show
          Gary.Cunningham Gary Cunningham (Inactive) added a comment - Hi Is there any update on the status of this Change Request as their has been no movement in a few weeks.
          Hide
          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) added a comment -

          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

          Show
          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) added a comment - 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
          Hide
          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
          Hide
          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
          Hide
          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
          Hide
          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
          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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