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Bill Autopay Calculation with Rule Based Account Override Creates Records with Wrong Amounts (Doc ID 2377435.1)

Last updated on MARCH 28, 2018

Applies to:

Oracle Financial Services Revenue Management and Billing - Version 2.6.0.0.0 and later
Information in this document applies to any platform.

Symptoms

On RMB v2.6.0.1.0 against FW v4.3.0.4.0, we are having an issue with autopay calculation with rule based account override calculation.
Bill autopay records are created but with wrong amounts.

ACTUAL BEHAVIOR  
-------------------------
- Two bill autopay records are created but with wrong amounts.  Full bill amount is included in Autopay, even those transaction (Facility R&C) which do not meet any auto pay rule.
- The transactions on FT Extension, however, are marked with the correct Autopay Id

EXPECTED BEHAVIOR
--------------------------
Two bill autopay records should be created:
- For Autopay 8595306360, autopay amount = $1116.61 (this is the Shared Savings transaction with suffix AA)
- For Autopay 8595306635, autopay amount = $1754.47 (this is the Shared Savings transaction with suffix AC) + $1442.00 (this is the FSA transaction) = $3196.47

STEPS
-----------------------
The issue occurred with the following steps:

Configuration:
- Configure Payment Amount Calculation installation option algorithm, using the base algorithm type APAM-SETT. UHG uses the account balance override calculation basis.
- Configure base Auto Pay Rules Based algorithms on Customer Class
- Configure Autopay Rule Type

 Test Data – Setup:
- AG SIFS Customer 1 is setup with 2 Autopay Rules
- Autopay Rule 8595306360 is for Shared Savings transactions with suffix value = AA
- Autopay Rule 8595306635 is for Shared Savings transactions with suffix value = AC and FSA transactions
- Bill completed for account has Facility R&C, Shared Savings and FSA transactions

BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, users cannot use autopay feature.

Cause

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In this Document
Symptoms
Cause
Solution
References


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