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Auto Refund Initiation (Logic (IFP On Exchnage (X0001004), IFP OFF …

- - - - subscribers satisfying extract date greater than Term/Cancel Date + 10 Business Days
      - subscribers with credit balance in the account
      - auto-initiate a refund of a payment to the applicant if full binder payment is not received by the application expiration date.
      - auto-initiate a refund of a binder payment to the applicant that is received after the application expiration date without having to activate coverage.
      - create a refund in Facets within a specific threshold when subscribers are termed and there is a credit balance.
      - to automatically generate refunds for payments below the threshold amount for members in a terminated state in Facets.
      - to refund the amount of a payment that exceeds an unpaid balance for a termed member.
      - Ability to issue auto refunds only after 10 business days after termination date.
      - Ability to prevent auto-refunding credits for subscribers that have a write off with a specified reason code applied to clear an unpaid balance.
      - On the list of eligible subscribers for refunds, identify the subscribers with payments made after the termination date by checking for the presence of any payment receipts with the receipt create date greater than the Subscriber termination creation date in Facets.
    - - subscribers with specific write off receipts in the past 12 months
      - subscribers satisfying extract date greater than Term/Cancel Date - 10 Business Days
      - subscribers with NO credit balance in the account
      - exclude Med Supp from auto refund processing
      - to exclude manually initiated refunds from the auto refund process.
      - Exclude the IFP ON and OFF Exchange subscribers maintained by the HPS. Identify the HPS ON and OFF exchange subscribers using the CMC_SBWM_SB_MSG table with the WMDS_SEQ_NO as 0030 or 0031 and are effective as of the termination end date.
      - Exclude IFP Life only Subscribers, if Subscriber termed from only Life Products then exclude the subscriber from this auto refund initiation process.
      - If net allocation suspense amount is greater than $2500 ( BLEI_NET_ALLOC_SUSP > $2500)
      - If net allocation suspense amount is greater than sum of billed amount (BLBL_BILLED_AMT) of last two billing periods excluding the final bill.
      - Exclude the subscribers with write off receipts created in Facets in the past 12 months with reason code of Old uncollectible balance (W025 or X025) and log an error in CDM with subscriber details and error message
        “Subscriber Excluded from auto refund process for presence of old uncollectible balance write off receipts in past 12 months”
- - - - IFP Off Xchange
      - GF
  - - - excludes the Med Supp Subscribers from this auto refund initiation process