Configuring BPM Disclaimers

You can require users to acknowledge one or more disclaimers in BPM. Disclaimer(s) are added as links to the BPM Signature page in the "Disclaimers" section of the Links tile. Users cannot finalize their selections in BPM without checking an acknowledgment located under the Client's Signature box that they have read and understood the disclaimer(s).

Their acknowledgment is tracked on the related Benefits Batch record in a field located in the "Stats" fieldset named Disclaimer Reviewed.

To configure a BPM disclaimer, you must set up a custom link (System Admin > Advanced > Custom Links) using the conditions specified in the steps below. Unlike other links in BPM, disclaimer links only display on the Selection Summary/Signature Page of BPM in the "Disclaimers" section of the Links tile.

Disclaimer links can be set up as a merge report or as a URL link. Configuration details for both methods are included in this article.

To add a disclaimer link to BPM:

  1. Go to System Admin > Advanced > Custom Links.
    The Configure Links dashboard opens.

  2. Click Add.
    The Configure Links Detail form opens.

  3. Complete the fields.

    Note: Not all fields are listed. Only fields crucial to the set up a BPM Disclaimer link are defined.

    Location

    Select Benefits Batch.

    Display Value

    This is the title of your link that displays in the "Disclaimer" section of the BPM Links tile on the BPM Selection Summary/Signature page. EX: BPM Disclaimer 1

    Group

    Denotes the type of link you are creating and drives the other fields on the form to complete the configuration. You have two options for creating BPM links:

    • External Link: Select this option if the disclaimer is a URL link to a page.

    • External Report: Select this option if the disclaimer is a merge report.

    Display Action

    The Display Action is filtered based on your Group selection.

    • Select URL  if Group = External Link.

    • Select Run Report if Group = External Report.

    Report / Merge

    Select the disclaimer merge file if Group = External Report.

    URL

    Enter the disclaimer URL if Group = External Link

    Description

    Optionally, provide a description of what the link does.

  4. Set Condition Expressions.

    1. In the Condition Expression grid, click Add and add a condition with the following values:

      • Source = HeaderProc1

      • Field = BPMDisclaimer

      • Operator = Equals

      • Value = 1

      • Label = C1 (should default to C1)

    2. Click Add a second time to add another condition with the following values:

      • Source = HeaderProc1

      • Field = BPMDisplayOnSignature

      • Operator = Equals

      • Value = 1

      • Label = C2 (should default to C2)

    3. In the Condition Expression field, enter C1 AND C2

    When you are finished, the Condition Expressions section should look like the image below:

  5. Click Apply or Save.

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