InsPolicyBillingService:generateDirectBillingStatements

We don't recommend that you invoke this service directly. It was created to be invoked by the Generate Direct Billing Statements Vlocity Scheduled Job.

Class: InsPolicyBillingService

Method: generateDirectBillingStatements

How It Works

1. The service takes in a list of policies from a Vlocity Scheduled Job.

2. Groups policies by account and creates a statement for each account:

   1. Sets RecordType to Bill.

   2. Sets AccountId__c to the Id of the account.

   3. Sets DueDate__c to the BillDueDate__c of the first policy in the group.

   4. Sets StatementDate__c to the BillDueDate__c minus 10 days.

   5. Sets StatementEndDate__c to the BillDueDate__c minus 10 days.

   6. Sets StatementStartDate__c to the furthest date back, specified by the BillingFrequency__c values in the policies.

   7. Sets BalanceDue__c as the sum of the AutomaticPaymentAmount__c values on the policies.

   8. Sets PreviousBalance__c as the sum of the PastDue__c values on the policies

3. For all policies associated with a specific statement, retrieves all transactions associated with the specified policies that have a TransactionDate__c within the statement period start and end date.

   If the transaction does not have a value for the StatementId__c, set the StatementId__c to the Id of the specified statement.

Remote Options

This service doesn't take any remote options.

Additional Information

Calculating StatementStartDate__c:

An account can have multiple policies with direct billing. Each policy may have a different billing frequency (annual, quarterly, monthly, or semi-monthly). The StatementStartDate__c is determined by using the policy’s bill due date and billing frequency to calculate the start date for each policy, then choosing the start date that's furthest back in time.

For example, an account has two policies, both with bill due dates of 2018-03-31. Policy 1 has a monthly billing frequency. Policy 2 has a quarterly billing frequency. Using the bill due date and billing frequency, the start date of Policy 1 is 2018-02-28. The start date of Policy 2 is 2018-01-01. Because the start date of Policy 2 is further back in time, the StatementStartDate__c is set to 2018-01-01.

Input JSON

The service expects an input JSON to be generated from a Vlocity Scheduled Job. This scheduled job includes the following key and its value:

• records: A list of policies selected by the scheduled job

{
	"records": [{
			"Id": "02i5A000005iF1zQAE",
			"AccountId": "0015A000025MuenQAC",
			"AutomaticPaymentAmount__c": 10,
			"BillDueDate__c": "2018-03-31",
			"BillingFrequency__c": "Monthly",
			"PastDue__c": 10
		},
		{
			"Id": "02i5A000005iF20QAE",
			"AccountId": "0015A000025MuenQAC",
			"AutomaticPaymentAmount__c": 30,
			"BillDueDate__c": "2018-03-31",
			"BillingFrequency__c": "Quarterly",
			"PastDue__c": 30
		}
	]
}

Output JSON

This service does not generate any output JSON.