Stop-Loss Screen Catalog
All windows are in the stoploss library. "DW" = DataWindow object(s) driving the screen; citations are library/object.
w_sl_contract_selection — Stoploss Contracts (search)
- Type / menu: maintenance selection sheet (ancestor
w_maint_selection), menustoploss/m_sl_contract_selection(New / Open / Save / Delete toolbar). - Purpose: find stop-loss contracts and open them in the contract editor.
- Criteria: contract code (prefix), description (prefix, case-insensitive), group (matches contract groups including all descendant groups via hierarchical subquery), level and carrier (drop-downs from
stoploss/d_sl_contract_select_ddw, codesSLLEVELS+stoploss/dddw_sl_carriers), and "Within Years" (contract end date within the last N years, default 1). (stoploss/w_sl_contract_selectioncontrol tags) - Results DW:
stoploss/d_sl_contract_select(code, description, level, dates, carrier name, period, deductible, minimum attachment). - Navigation: edit service opens
stoploss/w_sl_contract_maintkeyed bysl_contract_sys_key. (dw_selection.constructor)
w_sl_contract_maint — Stoploss Contract editor
- Type / menu: sheet with
m_generic_edit_menu; save commits/rolls back explicitly (pfc_save). - Layout: header band
stoploss/d_sl_contract_header(code, description; defaults from latest prior contract with the same code —dw_sl_contract.ue_afteritemchanged) above a four-page tab:- General —
stoploss/d_sl_contract_maint(shared with the header updater): dates, incurred/paid ranges, carrier, level, contract period, deductible / minimum attachment, TLO, run-in/run-out, reimbursement percents and limits, policy no, notes. Drop-downs from codesPERIODandSLPERIODS(dw_tab_sl_contract.constructor). Full validation set indw_tab_sl_contract.pfc_validation/dw_sl_contract.pfc_validation(STL-1..STL-9). - Groups — pick list
d_sl_group_select(object not in extract) filtered by a group id search box and a group-search popup (w_group_response_selection, other library); add (>) / remove (<) buttons maintainstoploss/d_sl_contract_group_maintrows; only base groups in the selected hierarchy branch are added, duplicates skipped (dw_tab_sl_contract_groups.pfc_addrow). - Coverages — coverage checklist
stoploss/d_sl_contract_coverages_checkbox(codesSLCOVERAGE); excluded-plans checkliststoploss/d_sl_contract_excl_plan_checklistfiltered to selected coverages; factor gridstoploss/d_sl_contract_factor_gridwith bottom tabs "Factors - Standard" / "Factors - TLO" (tabTagselectsfactor_type_cd), a "2-tier only" checkbox (Single/Family levels), and factor-defaulting help text. Grid enabled only for AGGREGATE contracts (wf_contractlevel,dw_tab_factors.ue_filter). Buttons "Change Dates" / "New Factors" are present with no coded behavior. - Options — option value list
stoploss/d_sl_contract_option_val_list(metadata fromsl_contract_options, typed values, code options viastoploss/dddw_sl_option_codes); laser membersstoploss/d_sl_contract_laser_maint(add viaw_sl_member_selection; deductible required per row); domestic provider TINsstoploss/d_sl_contract_domestic_tin_maint(numeric only).
- General —
- Persistence: hidden window-level DWs (
d_sl_contract_group_maint,d_sl_contract_option_val_list,d_sl_contract_factor_maint,d_sl_contract_coverage_maint,d_sl_contract_excl_plan_maint,d_sl_contract_laser_maint,d_sl_contract_domestic_tin_maint) diff the visible checklists/grids at save (ue_preupdateevents) and share data with the tabs (pfc_postopen). Contract key from sequenceSL_CONTRACT_SEQis pushed into all child rows (pfc_preupdate,wf_getkey).
w_sl_member_selection — Select Stoploss Laser Member (response dialog)
- Type: response selection (ancestor
w_response_selection), opened from the contract editor's laser list. - Criteria: member id / SSN prefix, last/first name prefix, effective date (defaults today; matches member eligibilities effective on that date), plus a hidden filter restricting to members eligible in the contract's groups when a contract key is passed (
sle_sl_contract_sys_key.Tag). - Result DW:
d_sl_member_selection(object not in extract); returns subscriber key, dependent key, group id, relationship to the caller (dw_selection.ue_set_return). (stoploss/w_sl_member_selection)
w_sl_specific_rpt — Specific Stoploss Report (daily run)
- Inputs: group (padded to 15; examples shown "SFPI, 501-003, 501-003A, SFP-Pittsburgh"), paid date, time-from (default 01:00:00), time-thru (default 23:59:59).
- Behavior: validates group and group security (
f_check_group_security), then runsn_stoploss.of_SpecificStoplossRpt(group, from, thru)which prints the exceeder detail (stoploss/d_sl_spec_rpt) and summary listing (stoploss/d_sl_spec_listing) directly to the printer. Status button shows progress text (ue_updatestatusinfo); Cancel prompts for confirmation vian_stoploss.of_cancel. (stoploss/w_sl_specific_rpt;stoploss/n_stoploss)
w_sl_spec_summary — Specific Stoploss Summary
- Menu:
m_retrieve_print_save(retrieve/print/save); Enter key triggers retrieve. - Inputs: Group ID, Plan Start Date (blank = current, else latest, plan for the group), "Include pending", "Family Specific" (switches report DW between
stoploss/d_sl_specific_stoploss_summaryandstoploss/d_sl_specific_stoploss_family_summary). - Threshold radio group: All Members / Over 50% / Over 100% / Over N% / Over N dollars, filtering on
pct_met,pct_pending,total_paid_amt, ortotal_pending_amt(dw_report.ue_filter). - Validation: group entered, group security, group exists, valid plan date, plan with a positive individual (or family) specific limit exists (
dw_report.pfc_retrieve). - Post-processing: rewrites each row's group to the member's latest eligibility group (2021 change) and de-duplicates repeated patients in individual mode; a commented 2018 per-group override for
501-883remains in source. - Export: "Export to Excel" builds
stoploss/d_sl_specific_stoploss_summary_excelwith headers, recomputed percentages and grand totals, thenSaveAs. Print runs through print preview (pfc_print).
w_sl_summary — StopLoss Summary Report (legacy chooser)
- Menu:
m_census_args_menu; also invoked bystoploss/m_stoploss1("Run Report" →ue_reportchooser). - Behavior: on open, only "Specific" / "Aggregate" radio buttons are visible (
ue_forcechoice); choosing one reveals the parameter controls and sets a report flag (1=specific, 2=aggregate). Parameters: group (padded to 15), plan start date, level amount + Percent/Dollars (defaults 100 / Percent), include-pending, plus a...picker that fills group/date fromd_sl_parm_select(object not in extract). - Specific path (
ue_spec): enumerates stop-loss groups under the entered group for the start date (stoploss/d_sl_stoploss_groups), retrievesstoploss/d_sl_specific_summaryper group, applies the threshold filter, sets the heading, prints. - Aggregate path (
ue_agg) and button variantscb_sp/cb_ag: retrieved_sl_spec_summary/d_sl_spec_2(objects not in extract), save each group's output as<group>.psrand print. (stoploss/w_sl_summary)
w_sl_specific_summary — untitled duplicate summary window
- Plain window (not a PFC sheet) duplicating
w_sl_summary's specific (d_sl_spec_summary) and aggregate (d_sl_spec_2) print loops with Specific / Aggregate / Cancel / Exit buttons; no menu reference found in the library — apparent dead code. (stoploss/w_sl_specific_summary)
w_sl_spec_clm_listing — Specific Stoploss Claims Listing (per member)
- Menu:
m_stoploss2(Retrieve + Print toolbar). - Inputs: member search panel (
u_member_search), "Stoploss Start Date or Year" (defaults to the current year; a 4-digit year expands to the full year, a date is used as-is). - Behavior: resolves the member's stop-loss plan through
stoploss/d_sl_member_stoploss_parms(eligibility group walked up the group hierarchy); exactly one plan must match, else the user is told to enter a specific start date ("multiple stoploss plans") or that none exists. Retrievesstoploss/d_sl_spec_clm_listingwith group, subscriber, patient and plan start date; an "excel" button doesSaveAs. Awf_getstoplossdatehelper embodies the same plan-resolution SQL (largely superseded in the retrieve event). (stoploss/w_sl_spec_clm_listing)
w_sl_variable_clm_listing — Variable Stoploss Claims Listing
- Menu:
m_stoploss2. Export-comment in source: "Similar to w_sl_spec_clm_listing but with a variable date range instead of a fixed Stop Loss Year". - Inputs: member search panel, Paid Start Date (defaults one year ago today) and Paid Stop Date (defaults today), both
mm/dd/yyyymasks; thru must not precede from. - Behavior: retrieves
stoploss/d_sl_variable_clm_listing(payments in the range against any overlapping specific plan's coverages) and, in parallel, hidden export DWstoploss/d_sl_export_maz(claim-line level: DOS, primary diagnosis, procedure, charge/allowed/paid, status, check no, provider) which "Export to Excel" saves. (stoploss/w_sl_variable_clm_listing)
w_wang_idcard_sheet — Process ID Card Requests (Wang Version)
- Shell sheet that opens the response dialog on post-open and closes itself. (
stoploss/w_wang_idcard_sheet)
w_wang_idcard_response — Select ID Cards To Process
- Inputs: batch type radio (Miscellaneous =
E, Group =G), optional "Prev Request Date" (blank processes outstanding requests; a date reprocesses that day's completed requests). - Behavior:
wf_process_idcardsretrievesstoploss/d_wang_idcard_req(outstanding) or the completed-date variant, builds fixed-length 314-character card records intostoploss/d_wang_idcard_data(2 cards for Family/Single+1 levels, 1 for Single; coverage letter M/D/V), prompts for a.CRDfilename underG:\APPS\IDCARDS\(misc<MMDD>.crd/grp<MMDD>.crd), warns on overwrite, saves as text, and — for outstanding runs — stampsreq_complete_dtand commits, rolling back with an operator warning if the update fails. (stoploss/w_wang_idcard_response)
w_open_windowname — developer window opener
- Prompts for a window class name and opens it as a sheet, allowed only when the user holds the Oracle
DEVELOPERrole (user_role_privs); otherwise shows "You must have Developer security to run this program." A stray "none" button contains unrelated, non-functional address-standardization test code (reads uninitialized variables). (stoploss/w_open_windowname)
Menus
| Menu | Used by | Notes |
|---|---|---|
stoploss/m_stoploss1 | w_sl_summary | Adds hidden "Run Report" (frame File menu) sending ue_reportchooser, and "Specific Report" under Edit. |
stoploss/m_stoploss2 | w_sl_spec_clm_listing, w_sl_variable_clm_listing | Frame menu variant exposing Retrieve and Print toolbar items. |
stoploss/m_sl_contract_selection | w_sl_contract_selection | Frame menu variant exposing New / Open / Save / Delete. |
Non-visual objects and structures
| Object | Role |
|---|---|
stoploss/n_stoploss | Stop-loss engine: plan loading (of_GroupSpecPlans), date-window math, register bumping (of_SpecRegTotal), daily report driver (of_SpecificStoplossRpt), cancel/yield/status plumbing. |
stoploss/n_stoploss_sql | Embedded SQL helpers: current and last eligibility group for a subscriber. |
stoploss/str_spec_plan | Bounded arrays (10 plans x 10 coverages) holding plan dates, incurred/paid windows, limits, coverages. |