Rules on Benefit Claim portion reimbursement

[Patricia88]

Successfactors:

I have a claim set up to create the one-time payment after approval. The entitlement is 1000 but company will only pay 50% of each claim.

Scenario:

1. 1st time, employee claims 500 -> One time payment amount to be inserted is 250. Entitlement balance must be 750. - 
2. 2nd time, employee claims 1000. System must allow and reimburse back 750. Meaning, if the amount being claimed is bigger than the entitlement/balance, it must consume the entire balance so it becomes 0.

is it possible to set up such rules especially for #2? So far entitlement amounts are based on criteria and not previous claims

[rezadwi · Accepted solution]

Hi @Patricia88 ,

It is possible, you can add custom field (cust_InvoiceAmount) in object benefit employee claim and make sure standard field Total Claim Amount is not editable.

Simply put logic:

If cust_InvoiceAmount is >= entitlement amount 

then set TotalClaimAmount = entitlement amount

elseif 

   cust_InvoiceAmount is < entitlement amount

then set TotalClaimAmount = multiply cust_InvoiceAmount * 0.5

and you need to put business rule under field cust_invoiceAmount

Hope this helps.

Regards,

Reza