BSGEN
1. Post FT Creation - CM-STFTXINFO - Stamp FT Extension Information -
[Link]
Feature config - CM-FTEXTCHR
2 FT Freeze - CM-SMFTEXTPY - Create FT Extensions Record for Payments and
Cancellations - CmStampFTExtensionOnPaymentAndCancellationsFTFreezeAlgComp_Impl
PostProc
Pre Bill Completion Review - CM-TODOSYSAO-Create To Do for Systematic Adjustment-
only Invoic
Pre Bill Completion - CM-PREBILCOM-
[Link]
Snigdha - Override Due Date -CM-DUEDT -Override Due Date for Active/Cancelled
Customers
Bill Completion - CM-CRIVRQBC - Create Invoice Request on Bill Completion-
[Link]
mp
Snigdha - Post Bill Completion -CM-BILLGLJDT -Bill Related FT- Stamped Journal Date
- [Link]
BSGENREG
1.
CM-STFTXINFO - Stamp FT Extension Information
This algorithm will be responsible for stamping information related to the FT by
populating the FT Extension table.
The following fields will be stored in the extension table:
- Policy ID
- Billed Subscriber Count
- Billed Member Count
- Coverage Start Date
- Coverage End Date
- Coverage Tier
CMIVSMTR- Invoice Summary Tier,
CMBILENT-Billing Entity
CMFINPRD-Financial Product
CMADJRSN-Adjustment Reason
CMSUBCNT-Subscriber Count
CMMEMCNT- Member Count
CMCOVTYP- Package Type
CMSITNBR- Site Number
CMPLNNBR- Plan Number
CMGLCORP- GL Corporation
CMGLSTAT-GL State of Issue
2.
FT Freeze - CM-SMFTEXTPY - Create FT Extensions Record for Payments and
payments/bill Cancellations
The new Customer Class - FT Freeze Algorithm would create FT Extension Record
Information for Bill Segment Cancellation,
Adjustment Cancellations, Pay Segments and Pay Segment Cancellation when they are
frozen.
These FTs FT Extensions are a copy of the FT Extension Record of either their
original FTs or the Revenue FT they are linked to.
POSTPROC
a. Pre Bill Completion
1. CM-TODOSYSAO - Create To Do for Systematic Adjustment-only Invoice
This algorithm deletes the bill segments on bill to be completed by the regular
bill cycle schedule
(i.e. bill is stamped with a bill cycle code) if it is identified as an adjustment-
only invoice and account belongs to an active group.
Before deletion, it also creates or updates an Off Schedule Invoice Request if the
current period has no existing billed coverage yet -
indicating that the regular billing period has been missed.
This algorithm creates To Do once the bill segments have been deleted.
If regular billing schedule was missed and Account has no Off Schedule Invoice
Request in non-final status,
e.g. Draft, Error, this algorithm creates an Off Schedule Invoice Request for the
account, stamping the bill date as the invoice request cut-off date.
Otherwise, if Account has existing Off Schedule Invoice Request in non-final
status, the cut-off date of the existing Invoice Request will be updated with the
bill date.
2. CM-PREBILCOM - Pre Bill Completion Algo Type
This algorithm changes the bill cycle code on account to the original bill cycle
code.
Parameters:
[Link] Sch Inv Req Type Code. Required. This String indicates Offschedule Invoice
request Type Code
[Link] Inv Req Type Code. Required. This String indicates Adjustment Invoice Request
Type Code
[Link] Cycle Code Char Type. Required. This is the characteristic type which
indicates original bill cycle on the account.
3. CM-DUEDT - Override Due Date for Active/Cancelled Customers
This override due date algorithm assigns the due date based on customer status &
last billed coverage.
For active customers (i.e. has at least one active policy)If the bill includes a
prospective coverage period,
assign the first of the month of the prospective coverage periodIf the bill does
not include a prospective coverage period
(i.e. adjustment only bills or bills for groups which bill current),
assign the first of the month of the most recent billed period.
B. Post Bill completion
4.
CM-CRIVRQBC -Create Invoice Request on Bill Completion
This algorithm monitors bills being completed by the regular bill cycle schedule
(i.e. bill is stamped with a bill cycle code) of Active
Accounts to determine if the regular billing schedule is missed due to no FTs
included on the bill.
If regular billing schedule was missed and Account has no Off Schedule Invoice
Request in non-final status,
e.g. Draft, Error, this algorithm creates an Off Schedule Invoice Request for the
account,
stamping the bill date as the invoice request cut-off date.
Otherwise, if Account has existing Off Schedule Invoice Request in non-final
status,
the cut-off date of the existing Invoice Request will be updated with the bill
date.
In case the bill being completed has bill segments and/ or has FTs to Bill,
any Off Schedule Invoice Request in non-final status will be cancelled.
5. CM-BILLGLJDT -Bill Related FT- Stamped Journal Date
A new Customer Class - Post Bill Completion Algorithm will create CM FT GL
Extension Records for Bill Related Financial Transactions
when a Bill is completed. This it to cater for Bill Segment Cancellation that are
cancelled prior to being swept to a Bill.
