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Screen catalog: group maintenance (client) and sales reporting (sales)

Significant windows only; pure ancestor/response shells are noted in passing. Citations are library/object.

client/w_client_enrollment — Client Enrollment browser​

  • Purpose: entry point to identify a client group for Add / Modify / View; shows basic client info, sub-groups, and contacts (window comment).
  • Field groups: search fields (Group ID, Group Name, Contact Last Name); "Current Group" summary (d_client_group_info_display); Sub Groups list (d_client_sub_group_ids); Contacts list (d_client_group_contacts_rpt).
  • Actions: New → opens Group Maintenance in ADD mode (pfc_new → wf_open_group_detail("", "ADD")); select group → opens in CHANGE or DETAIL mode (wf_detail_mode). Search by name uses d_client_group_select (LIKE on group_name_cap, security-filtered); search by contact uses client/w_client_group_select_by_contact.
  • Opens: client/w_client_group_select, client/w_client_group_select_by_contact, client/w_client_maintenance (via pass-parms).

client/w_client_maintenance — HOMER - Group Maintenance​

  • Title: "HOMER - Group Maintenance (group-id) (Edit Mode | View Only Mode)".
  • Purpose: the master screen for everything a group owns; five tabs.
  • Tab: Information — Group Information (d_client_group_info_new + d_client_group_info_new_ext): group id, name, parent group, master-group flag, informational flag, phone/fax, tax id, address (standardization via d_std_address and wf_stand_addr), eff/exp dates + exp code (code table GRPEXP via dddw_client_group_expired_code; exp code required when expiring — wf_validate_exp_code), eligibility waiting period (type / units / length / from), external carrier ids (ELR, CONTROL, SUFFIX, ACCOUNT, ACCOUNT NAME, PLAN NO). Group Contacts (d_client_group_contacts_edit): category (code table CONTACT, ordered by display sequence), position, title, name, phone + ext, e-mail, comments, confidential indicator, address per contact.
  • Tab: Enrollment — Enrollment Options (d_client_group_enroll_opts, code table ENROLL, effective-dated); enrollment/flex periods (d_enrollment_periods, retrieved for period types ENROLLMENT and FLEX; "extend to divisions" copies a period row to every sub-group — event ue_extend_to_div); Group Options (d_client_group_options: typed option values per GRP-12).
  • Tab: Coverages — coverage list (d_client_group_coverage_display) and "Coverage Options (required information)" detail (d_client_group_coverage_opts_new): coverage type (from coverages), plan code (from benefits), description, seq no (auto: max+1 — wf_set_seq_no), eff/exp/run-out dates, waiting period (type/units/length/starts — code tables), salary-based amount fields (multiplier, increment, min/max/default, rounding type ROUNDTYP, round-to amount), ID-card form numbers (front/back/all), COBRA info, tax status, member-coverage applied code (MBRCOVAPP), required flag, applied-to-members date and unapplied-change flag.
  • Tab: Categories — Standard Categories (d_client_group_mbr_categories, joined to general_cat; applied code MBRCATAPP, value-saved-as VALSAVED), Non-Standard Categories (d_client_group_mbr_new_categories), Category Values (d_client_category_values over grp_mbr_cat_val). Master groups only (wf_set_cat_tabpage); date changes validated across the master group (wf_check_cat_eff_dates / wf_check_cat_exp_dates).
  • Tab: Coverage Eligibility — (d_client_grp_coverage_eligibility_rules over grp_covr_elig_rules): coverage type + plan code restricted to member category / value pairs, effective-dated.
  • Also on the window: client segment assignment (d_client_client_segment), group summary (d_client_group_info_summary), sub-group list (d_client_sub_group_ids), VIP/notes indicators (wf_check_notes, wf_set_vip_notes).
  • Validations / behaviors: unsaved-change prompt on group switch (ue_retrieve_windows); country verification (wf_verify_country); group id and parent id verification (wf_verify_group_id, wf_verify_parent_id); auto security rows on new group (wf_add_security, GRP-5); expiration-date text colored via f_set_text_color.
  • Opens: client/w_client_copy_group_info (copy from parent), client/w_client_grp_chg_prop_hist (propagate to children — see Open question 1), w_select_enroll_options.

client/w_client_copy_group_info — HOMER - Copy Group Info​

  • Purpose: choose which settings of a parent group to copy to a child group.
  • Fields (d_client_copy_group_info): checkbox + source group + effective date for Info, Contacts, Enrollment, Group Options, Billing, Coverages, Categories, Eligibility. Categories protected unless source is a master group. Changing one effective date syncs the enrollment/coverage/category/eligibility dates.
  • Validation: source group id validated via u_app_sql.uf_validate_group_id.
  • Actions: OK invokes the parent window's copy functions (wf_copy_group_info, wf_copy_contact_info, wf_copy_enroll_info, wf_copy_group_opt_info, wf_copy_coverage_info, wf_copy_cat_info); the eligibility copy call is commented out.

client/w_client_grp_chg_prop_hist — HOMER - Group Change History​

  • Purpose: select which child groups should receive changes made to the parent (window comment). Lists direct children with an Include flag, pre-checked when a grp_chg_prop_hist row exists for the parent/child pair.
  • Actions: Select All; Apply recursively walks each selected child's subtree — but the apply body contains only a placeholder comment ("apply changes to as_group_id here"). See Open questions.

client/w_client_group_select / w_client_group_select_by_contact​

  • Purpose: response pick lists of groups (optionally with contact columns), security-filtered by the requesting user's classes (d_client_group_select, d_client_group_select_by_contact).

client/w_client_term_group — Term Groups​

  • Purpose: terminate a group (subtree) or drop a single coverage type; also a "term members" path for member-level termination.
  • Fields: group id (u_fund_group_enter), termination/exp date, run-out date, reason (ddlb_exp_cds from eligibility exp codes dddw), coverage type selector (d_benefit_coverage_type incl. an "<All>" row).
  • Validations: reason required; multi-step confirmations; member-level blocks (GRP-18 / GRP-19); final "will take hours to undo" warning.
  • Actions: coverage drop updates group_coverages across the subtree; full term calls term_groups_master / term_groups_division; member term deletes future-dated and expires current elections / election_coverages or calls term_members_master / term_members_division; report button prints affected members (d_client_term_group_report).

client/w_carrier_maint / w_carrier_select — Stoploss Carrier Maintenance​

  • Purpose: maintain stop-loss carriers (d_new_carrier over carriers): code, name, display name, contact, phone/fax/e-mail, active and waiver indicators, address (standardized via d_std_address). w_carrier_select lists carriers for selection.

client/w_member_waivers — Member Waivers​

  • Purpose: record stop-loss waivers for a member (d_member_waivers over stoploss_waivers): waiver from/through and incurred from/through dates, created-by.
  • Behavior: member chosen via d_member_list; the stop-loss year is located from the group's group_stoploss_parms, falling back to the master group when the division has none (messages in source); period selection via client/w_stoploss_period_select (d_contract_picklist joins group_stoploss_parms to carriers incl. waiver_ind).
  • Opens: client/w_stoploss_period_select. Entry via client/w_member_waiver_select (inherited from enrollment select).

client/w_stoploss_group / w_stoploss_contract / w_stoploss_period_select​

  • Purpose: pick a group and view its stop-loss contract information; the period response window shows contract periods (d_sl_periods), eligibility groups (d_elig_groups — distinct groups from member_eligibilities for a member and year), and the group hierarchy (d_heirarchy).

client/w_client_census_rpt_args_sheet / w_client_census_rpt_display​

  • Purpose: parameterize and display client census reports (d_client_census_rpt_select; census DWs cover carriers, group contacts, coverages, enrollment options, option values, member categories — e.g. d_client_census_group_option_vals resolves typed option values as of a run date).

client/w_caremark_group_setup — Caremark Group Setup​

  • Purpose: "Create Matria Claim Files" (window comment) — build a vendor accumulator extract for a group: run date, deductible / OOP accumulator codes, and per-tier amounts (spouse/deps deductible and OOP fields). Vendor contract details are an open question.

sales/w_sales_report_wizard / w_sales_report_sheet — Client reporting wizard​

  • Purpose: standard wizard for the sales reporting suite: pick a report type from report_info (d_sales_report_select), select groups (u_sales_wizard_group_select) and parameters (u_sales_wizard_clntbased_parm_select), then render in w_sales_report_sheet. Report engines: n_cst_sales_reportobject*, client-based builders for paid claims, lag triangles (n_cst_sales_clntbased_lag_triangle), and IBNR (n_cst_sales_clntbased_ibnr).

sales/w_sales_rpt_group_claim_detail — Detailed Claims Listing​

  • Purpose: "Detailed Claims Listing. Run by selected group, type of claim, and paid date range" (window comment); variants with discounts, line data, payment data, rule data, and a confidential version (its 9 d_sales_rpt_* DataWindows).
  • Opens: w_group_response_selection (group picker).

sales/w_sales_benefit_category_maintenance — Benefit Category Maintenance​

  • Title: "Benefit Category Maintenance for Segment: …".
  • Purpose: assign benefit definitions to report service categories per client segment and report type. Available definitions (d_sales_ben_cat_maintenance_available) vs chosen (d_sales_ben_cat_maintenance_chosen — definitions in rpt_svc_cat_defs for the selected rpt_svc_cats row); category picker (sales/w_sales_ben_cat_maint_category_select); report types dddw (dddw_sales_ben_cat_maintenance_rpt_types).