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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

          prasad.patil Prasad Patil (Inactive) logged work - 08/Jun/17 11:22 PM
          • Time Spent:
            1h
             

            Analysis and Discussion with Prasanna.

          prasanna Prasanna Karlekar (Inactive) logged work - 08/Jun/17 11:30 PM
          • Time Spent:
            0.75h
             

            Issue go through
            Discussion for reply

          prasad.patil Prasad Patil (Inactive) logged work - 16/Jun/17 07:30 PM
          • Time Spent:
            0.5h
             

            Discussion with Prasanna.

          prasanna Prasanna Karlekar (Inactive) logged work - 20/Jun/17 12:00 AM
          • Time Spent:
            0.25h
             

            Discussion on Billing Report in case of Waiver rule

          prasad.patil Prasad Patil (Inactive) logged work - 20/Jun/17 12:30 AM
          • Time Spent:
            0.5h
             

            Discussion with Prasanna.

          prasad.patil Prasad Patil (Inactive) logged work - 20/Jun/17 04:32 PM
          • Time Spent:
            1.5h
             

            Analysis and Discussion with Prasanna and Lalit.

          prasad.patil Prasad Patil (Inactive) logged work - 28/Jun/17 06:04 PM
          • Time Spent:
            0.5h
             

            Discussion with Prasanna.

          prasanna Prasanna Karlekar (Inactive) logged work - 01/Aug/17 10:00 PM
          • Time Spent:
            0.5h
             

            Discussion on scenario mentioned in JIRA
            Approach to do the changes

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 02/Aug/17 04:10 AM
          • Time Spent:
            2.75h
             

            Check existing comments and discussion
            Analysis of Problem

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 03/Aug/17 04:23 AM - edited
          • Time Spent:
            5.75h
             

            Changes to resolve issue, Discussion and Testing

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 03/Aug/17 12:58 PM
          • Time Spent:
            6.5h
             

            Code changes, discussion and unit testing

          prasanna Prasanna Karlekar (Inactive) logged work - 03/Aug/17 06:30 PM
          • Time Spent:
            0.5h
             

            Discussion on fix done

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 04/Aug/17 12:53 PM
          • Time Spent:
            4.5h
             

            Discussion and verified Billing policy Termination test cases for waiver rules

          prasanna Prasanna Karlekar (Inactive) logged work - 04/Aug/17 06:00 PM
          • Time Spent:
            0.5h
             

            Discussion on waiver scenarios to be unit test

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 07/Aug/17 12:00 PM - edited
          • Time Spent:
            4h
             

            Discussion an about billing Policy test cases
            Verified one day enrollment billing data

          prasanna Prasanna Karlekar (Inactive) logged work - 07/Aug/17 10:00 PM
          • Time Spent:
            0.25h
             

            Scenario creation - 1 day election

          prasanna Prasanna Karlekar (Inactive) logged work - 09/Aug/17 07:30 PM - edited
          • Time Spent:
            0.75h
             

            Code review - Changes suggested

          parmeshwar.jumbad Parmeshwar Jumbad (Inactive) logged work - 10/Aug/17 04:09 PM
          • Time Spent:
            1.5h
             

            Discussion on changes suggested
            Changes and Unit testing

          prasanna Prasanna Karlekar (Inactive) logged work - 11/Aug/17 07:30 PM
          • Time Spent:
            0.25h
             

            Billing Code review

          meghana.joshi Meghana Joshi (Inactive) logged work - 17/Aug/17 12:16 PM
          • Time Spent:
            4h
             

            Analysis
            Discussion with Parmeshwar
            LB Testing

          prasanna Prasanna Karlekar (Inactive) logged work - 18/Aug/17 12:00 AM
          • Time Spent:
            0.25h
             

            Billing scenario discussion with QA

          meghana.joshi Meghana Joshi (Inactive) logged work - 18/Aug/17 11:33 AM
          • Time Spent:
            2h
             

            Testing on Azure

          meghana.joshi Meghana Joshi (Inactive) logged work - 18/Aug/17 12:24 PM
          • Time Spent:
            4h
             

            LB Testing

          prasanna Prasanna Karlekar (Inactive) logged work - 19/Aug/17 12:00 AM - edited
          • Time Spent:
            1h
             

            Issue verification and analysis for error when only effective date is selected.
            It is due to WT-8642

          meghana.joshi Meghana Joshi (Inactive) logged work - 21/Aug/17 12:08 PM
          • Time Spent:
            1.5h
             

            Stage Testing

          meghana.joshi Meghana Joshi (Inactive) logged work - 22/Aug/17 12:35 PM
          • Time Spent:
            4h
             

            Stage Testing

          meghana.joshi Meghana Joshi (Inactive) logged work - 24/Aug/17 10:05 AM
          • Time Spent:
            2h
             

            Production Testing

            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

              Dates

              Created:
              Updated:
              Resolved:
              Dev Due Date:
              Pre-Prod Due Date:
              Production Due Date:
              Code Review Date:

                Time Tracking

                Estimated:
                Original Estimate - 0h
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                Remaining:
                Remaining Estimate - 0h
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                Logged:
                Time Spent - 51.5h
                51.5h