Storing Signed and Approved Benefits Selections

The BPM Renewal Approval (HasBPMRenewalApproval) checkbox is automatically checked when the plan selection process is finalized by your customer in BPM. Once checked, the Benefits Batch tile in BPM changes to "Finalized" and your customer can no longer access the finalized Benefit Batch in BPM. The signature image and approval date are stored on the Benefits Batch in the BPM Signature and Date of Approval fields, respectively.

If you use the Benefits Renewal DocuSign Approval Merge Template, you can click the DocuSign Benefit Renewal link under Reports in the Action Center to generate a signed Benefits Renewal Workbook containing the BPM Signature and Date of Approval.

This document is stored as a PDF on the Benefits Batch in the Renewal Approval field where you can preview or download the report.

If your customer later requests a change to the finalized version of the Benefits Batch and you proceed with honoring the change request, you can manually uncheck the BPM Renewal Approval (HasBPMRenewalApproval)checkbox. This sets the Benefits Batch tile in BPM back to "Ready to Review" so that your customer can review the changes and sign off on them again on the BPM Signature/Selection Summary page. This also clears the BPM Signature and Date of Approval fields on the Benefits Batch. At this point, the Benefits Batch is no longer approved.

 

Two business rules are used to handle the clearing of the BPM Signature and Date of Approval fields:

    • Clear Signature Date (_ClearFieldValue) - Clears the Benefits Batch Date of Approval field when a batch is no longer approved (i.e., when you uncheck the BPM Renewal Approval (HasBPMRenewalApproval) checkbox.)

    • DocuSign Approval - No Signature (_GenerateMergeFile)- Reruns the merge without a signature if the approval is removed when a batch is no longer approved (i.e., when you uncheck the BPM Renewal Approval (HasBPMRenewalApproval) checkbox) and places an unsigned version of the PDF merge output in the Renewal Approval field. This version contains a blank signature line in place of the signature and date.

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    Once your customer approves the new changes, the following occurs:

    • The BPM Renewal Approval (HasBPMRenewalApproval) checkbox is automatically checked again.

    • The new signature is stored in the BPM Signature field.

    If you had previously generated a Benefits Renewal DocuSign Approval using the DocuSign Benefit Renewal link in the Action Center Reports section, you can click the link again to regenerate the report and repopulate the Renewal Approval field with a newly signed and dated version of the approved benefits.