EligibleRequirementsByPolicyStatus

This business rule lists all eligible requirements that can be added to a policy based on the policy status.

EligibleRequirementsByPolicyStatus: Elements and Attributes

Element/Tag	Attributes	Parent Element	Description	Element/Attribute Values
<EligibleRequirementsByPolicyStatus>			The required opening and closing elements of this business rule.
<PolicyStatus>		<EligibleRequirementsByPolicyStatus>	Optional:
	CODE		Required attribute: To indicate the policy's status where the list of requirements should be available in the Policy Activity screen.	Required: String:Policy status code from AsCodeStatus.
	NAME		Required attribute: The name of the policy status.	Optional: String: Description of the PolicyStatusCode.
<Requirement>			Required, repeatable element: Indicates requirement name that should be available in the specified policy status.	String:
	TYPE		Defines whether the requirement is user-generated or spawned by the system.	User: Requirement can be user generated or spawned. System: Requirement can only be spawned.
<Tests>		<Transaction>	Optional element: Indicates the start and end tag of the Test elements and definition. 1) <Tests> tag are used to limit the transactions on the activity screen based on the another field in the Policy screen. 2) Also used to limit activities from processing based on an activity/transaction already processing. For example, once a DCA Start processes, DCA Start should no longer be available.
<Test>		<Tests>	Required, repeatable element: Defines the Expression to compare a PolicyField to validate the Transaction Value. If more than one <Test> tags are used, all the Test conditions should be satisfied in order for the transactions to be listed when the policy is in the indicated status.	String: Test criteria expression.
<Requirements>			The container tag for requirements controlled by test elements.	String:  Policy:POLICYFIELD Boolean Operator "VALUE".
<Requirement>	TYPE		Indicates the requirement name that will be available in the specified policy status if all test conditions are true.	User: Requirement can be user generated or spawned. System: Requirement can only be spawned.

XML Schema

<EligibleRequirementsByPolicyStatus>
    <PolicyStatus CODE=“[Code]” NAME=“[String]“>
        <Requirement TYPE=“[System | User]“>[String]</Requirement>
        <Tests>
            <Test>[Expression]</Test>
            <Requirements>
                <Requirement TYPE=“[System | User]“>[String]</Requirement>
            </Requirements>
        </Tests>
    </PolicyStatus>
</EligibleRequirementsByPolicyStatus>

XML Example

<EligibleRequirementsByPolicyStatus>
    <PolicyStatus CODE="08" NAME="Pending">
        <Requirement TYPE="User">Motor Vehicle Report</Requirement>
        <Requirement TYPE="User">Credit Report</Requirement>
        <Requirement TYPE="User">Financial Information Verification</Requirement>
        <Requirement TYPE="User">Medical Questionnaire - Accelerators</Requirement>
        <Requirement TYPE="User">Prescription Verification</Requirement>
        <Requirement TYPE="User">MIB Inquiry</Requirement>
        <Requirement TYPE="User">APS Report</Requirement>
        <Requirement TYPE="User">Blood and Urine Analysis Report</Requirement>
        <Requirement TYPE="User">Para Medical</Requirement>
        <Requirement TYPE="User">Client Medical Interview</Requirement>
        <Requirement TYPE="User">Functional Test</Requirement>
        <Requirement TYPE="User">Personal History Interview</Requirement>
        <Requirement TYPE="User">Confidential Financial Statement</Requirement>
        <Requirement TYPE="User">Claimant Signed Form</Requirement>
        <Requirement TYPE="User">Ensure Life Proof of Death</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="09" NAME="Pending">
        <Requirement TYPE="User">Motor Vehicle Report</Requirement>
        <Requirement TYPE="User">Credit Report</Requirement>
        <Requirement TYPE="User">Financial Information Verification</Requirement>
        <Requirement TYPE="User">Medical Questionnaire - Accelerators</Requirement>
        <Requirement TYPE="User">Prescription Verification</Requirement>
        <Requirement TYPE="User">MIB Inquiry</Requirement>
        <Requirement TYPE="User">APS Report</Requirement>
        <Requirement TYPE="User">Blood and Urine Analysis Report</Requirement>
        <Requirement TYPE="User">Para Medical</Requirement>
        <Requirement TYPE="User">Client Medical Interview</Requirement>
        <Requirement TYPE="User">Functional Test</Requirement>
        <Requirement TYPE="User">Personal History Interview</Requirement>
        <Requirement TYPE="User">Confidential Financial Statement</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="73" NAME="UW Pending">
        <Requirement TYPE="User">Motor Vehicle Report</Requirement>
        <Requirement TYPE="User">Credit Report</Requirement>
        <Requirement TYPE="User">Financial Information Verification</Requirement>
        <Requirement TYPE="User">Medical Questionnaire - Accelerators</Requirement>
        <Requirement TYPE="User">Prescription Verification</Requirement>
        <Requirement TYPE="User">MIB Inquiry</Requirement>
        <Requirement TYPE="User">APS Report</Requirement>
        <Requirement TYPE="User">Blood and Urine Analysis Report</Requirement>
        <Requirement TYPE="User">Para Medical</Requirement>
        <Requirement TYPE="User">Client Medical Interview</Requirement>
        <Requirement TYPE="User">Functional Test</Requirement>
        <Requirement TYPE="User">Personal History Interview</Requirement>
        <Requirement TYPE="User">Confidential Financial Statement</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="57" NAME="Requirement Pending">
        <Requirement TYPE="User">Motor Vehicle Report</Requirement>
        <Requirement TYPE="User">Credit Report</Requirement>
        <Requirement TYPE="User">Financial Information Verification</Requirement>
        <Requirement TYPE="User">Medical Questionnaire - Accelerators</Requirement>
        <Requirement TYPE="User">Prescription Verification</Requirement>
        <Requirement TYPE="User">MIB Inquiry</Requirement>
        <Requirement TYPE="User">APS Report</Requirement>
        <Requirement TYPE="User">Blood and Urine Analysis Report</Requirement>
        <Requirement TYPE="User">Para Medical</Requirement>
        <Requirement TYPE="User">Client Medical Interview</Requirement>
        <Requirement TYPE="User">Functional Test</Requirement>
        <Requirement TYPE="User">Personal History Interview</Requirement>
        <Requirement TYPE="User">Confidential Financial Statement</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="40" NAME="Death - Notified">
        <Requirement TYPE="User">Claimant Signed Form</Requirement>
        <Requirement TYPE="User">Ensure Life Proof of Death</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="05" NAME="Grace">
        <Requirement TYPE="User">ClaimantSignedForm</Requirement>
        <Requirement TYPE="User">Attending Physician Statement</Requirement>
        <Requirement TYPE="User">HIPAA Signed Form</Requirement>
        <Requirement TYPE="User">Proof of Condition - Cancer</Requirement>
        <Requirement TYPE="User">Proof of Condition – Heart Attack</Requirement>
        <Requirement TYPE="User">Proof of Condition – Alzheimer's Disease</Requirement>
        <Requirement TYPE="User">Proof of Condition – Coronary Artery Bypass Graft</Requirement>
        <Requirement TYPE="User">Proof of Condition – Stroke</Requirement>
        <Requirement TYPE="User">Proof of Condition – Kidney Failure</Requirement>
        <Requirement TYPE="User">Proof of Condition – MajorOrganTransplant/Failure</Requirement>
        <Requirement TYPE="User">Proof of Condition – Listed Condition</Requirement>
    </PolicyStatus>
    <PolicyStatus CODE="91" NAME="Active - Premium Paying">
        <Requirement TYPE="User">ClaimantSignedForm</Requirement>
        <Requirement TYPE="User">Attending Physician Statement</Requirement>
        <Requirement TYPE="User">HIPAA Signed Form</Requirement>
        <Requirement TYPE="User">Proof of Condition - Cancer</Requirement>
        <Requirement TYPE="User">Proof of Condition – Heart Attack</Requirement>
        <Requirement TYPE="User">Proof of Condition – Alzheimer's Disease</Requirement>
        <Requirement TYPE="User">Proof of Condition – Coronary Artery Bypass Graft</Requirement>
        <Requirement TYPE="User">Proof of Condition – Stroke</Requirement>
        <Requirement TYPE="User">Proof of Condition – Kidney Failure</Requirement>
        <Requirement TYPE="User">Proof of Condition – MajorOrganTransplant/Failure</Requirement>
        <Requirement TYPE="User">Proof of Condition – Listed Condition</Requirement>
    </PolicyStatus>
</EligibleRequirementsByPolicyStatus>