Table of Contents
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Introduction
Limit Groups is used defines to define the different limit levels that groups of users can perform on claim transactions.
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Limit Group Name: name to identify a limit group
Currency: currency that will be used as the unit of the Payment/Reserve Limit (Per Claim) and Payment Auto Approval Limit (Per Transaction)
Payment/Reserve Limit (Per Claim): Total payment/reserve of a claim should be within this limit. If the limit is unlimited, please check the option Unlimited below.
Payment Auto Approval Limit (Per Transaction): Only payment transactions with amount that is less than or equal to this limit will be automatically approved. If the limit is unlimited, please check the option Unlimited below.
Roles: roles that the limit will be applied to. You can select multiple roles.
Products: products that the limit will be applied to. You can select multiple products.
Click on Right arrow to add the product.
Click on Left arrow to remove the product.
This means when a user having any role which is added to the limit group makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to Payment/Reserve Limit (Per Claim) and can approve a payment with amount up to Payment Auto Approval Limit (Per Transaction) on claims of the selected products.
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If you’re ok, please click Yes to accept deleting the limit group. The limit group will disappear from the Limit Group list.
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Limit Groups
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impact on creating transactions
Add/Adjust Reserve
Several checks will be done before a reserve can be saved:
If the new reserve amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.
If the limit hasn’t been given to you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.
Add Payment
Several checks will be done before a payment can be saved:
If the new payment amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.
If the new payment amount exceeds the outstanding reserve, it will show the error message and you need to lower the amount.
If you haven’t got the limit defined for you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.
If the new payment amount exceeds the outstanding reserve, it will show the confirmation message.
