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            Configure the Cancel Payment Action

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            Configure the Cancel Payment Action

            Configure your org with custom settings and an integration procedure to support canceling the payment made for a payment detail record.

            Your configuration includes:

            • An integration procedure called ClaimInitiateCancelPaymentIP.

            • A custom setting called ClaimInitiateCancelPaymentIP.

            • A custom setting called CancelButtonDisplayStatuses.

            After you complete configuration tasks, the InsClaimItemService: cancelPayments service can create offsetting tracking entries that effectively remove payments from claim financials and policy term standings.

            1. Configure an integration procedure called ClaimInitiateCancelPaymentIP. Have this integration procedure accept as inputs either PaymentId from the Claim Payment Summary object or ItemId from the Claim Coverage Payment Detail object.

              Format the JSON structure like this: 

              {
  "itemIds": [
    {
      "Id": "0l25c000000CalvAAC"
    },
    {
      "Id": "0l25c000000CalvAAC"
    }
  ]
}

              Additionally, have the integration procedure invoke the appropriate processes when a user cancels a loss or expense payment. For example, the procedure can send a message to a payment gateway to notify the bank of the cancellation.

              Note the Type and SubType of your ClaimInitiateCancelPaymentIP integration procedure. You enter these values in a custom setting that you create next.

            2. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            3. Next to Insurance Configuration Setup, click Manage.
            4. Click New.
            5. Configure a custom setting called ClaimInitiateCancelPaymentIP.

              For Setup Value, enter the Type and SubType of your ClaimInitiateCancelPaymentIP integration procedure. Use the format <Type_SubType>.

              ​ClaimInitiateCancelPaymentIP​​ custom setting defined for Insurance Configuration Setup
            6. Click Save.
            7. Click Back to List, and then click New again.
            8. Configure a custom setting called CancelButtonDisplayStatuses.

              For Setup Value, enter Paid. With this configuration, only payment detail records with a status of Paid show Cancel Payment in the payment action dropdown menu.

              ​CancelButtonDisplayStatuses​​ custom setting defined for Insurance Configuration Setup
            9. Confirm that the user interface lets users click the Cancel Payment payment action new payment action only for the Paid payment detail status.

              If a claim's Financials tab doesn't show the action as expected, clear the session cache and reload the page.

              Make sure that individual payment details show the correct action, and that the action dropdown at the top of the page shows the action only if it applies to all the selected payment details. Also confirm that the cancellation process launches as expected for the new action.

             
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