Group Customer Quote Overview

Group Customer Quotes is associated with producing quotes for both prospective and existing Group Customers. In Quote Screen user can enter, submit, view and initiate processing of a quote. It stores Group Customer Quote info (configurable), Benefit information, member information (when required), Claim information (when required) and the quote result. User can calculate multiple versions of a quote and store it under a group customer.

Quotes provide the ability to do the following:

  • Enter data at Group Customer level to allow a quotation to be performed.

  • Enter benefit data that will allow benefit information to be used by the quotation.

  • Import member data that will allow that information to be used by the quotation.

  • Import claim history data that will allow claim information to be used by the quotation.

Configuring Quotes

There are several steps involved in setting up quotes.

  • Define all quote types in AsCodeQuoteType and all quote type statuses in AsCodeQuoteStatus. This can be done in the Rules Palette using the Code Names editor in Admin Explorer | Administration.
  • Configure the Quote Definition for each type of Quote.
  • Add security to all Quote pages through Company Pages security.

  • Configure the following business rules for quotes.

    • Client Quote Screen
    • Quote Benefit Screen
    • Quote Member Screen
    • Quote Claim Screen
    • Quote Result Screen
  • Configure the following attach rules for quotes.

    • AutomaticQuoteNumber

    • CopyToQuoteVersionFields

    • CopyToQuoteBenefitFields

    • CopyToQuoteMemberFields

Important: Multifields Configurations are not supported on the Quote screens.

Creating and Configuring Transaction to Process a Quote

  1. Create a new transaction in Client level with the following credentials under customer plan. Refer to Create a Transaction for details.
    • Transaction Type: Client-GCQuote
    • Transaction Type Code: 41
  2. After creating the transaction, refer to Configure Transactions for the configuration.
  3. Add the schema as shown in the following example in the Quote definition XML file with required transaction name in <Transaction> element.
    4. <Spawns>
    <Spawn>
    <Transaction SPAWNCODE="03" FIELD="EffectiveFrom"EXECUTIONDATE="IMMEDIATE" PROCESSIMMEDIATE="Yes">
QuoteCalculation</Transaction>
    <SpawnFields>
    <SpawnField>
    <From>QuoteVersionGUID</From>
    <To>QuoteVersionGUID</To>
    <DataType>Text</DataType>
    </SpawnField>
    </SpawnFields>
    </Spawn>
    </Spawns>
  4. The transaction gets spawned by the system and process in background to do all necessary calculations. This transaction updates the quote result screen, and change the quote status from Pending to Processed.

Note: Transactions of typecode 41 is only for processing a quote, hence they can not be seen in any of the screens.

Adding New Quote

Follow the steps to add a new quote in Global Rules Explorer:

  1. Go to Global Rules Explorer tab in Rules Palette window and expand the environment from Rules Navigation pane.
  2. Right-click the Quotes node and select New Quotes.
  3. The New Quote window appears. Enter the required information in the fields. following are the fields available in the window, and all are mandatory:
    1. Quote Name
    2. Type
    3. Status
    4. Effective From Date
    5. Effective To Date

      Important: The Quote Name cannot be duplicated. The 'Duplicate Quote Name' notification appears if duplicated.

  4. Click Finish to create the quote. The quote details will display in the configuration area of General tab.