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Ideas Portal for associates and contractors
0 VOTE
Status Future consideration
Workspace NCompass
Created by Sue Trawinski
Created on Oct 21, 2024

SPM-2731: Bundle Related Billing/Payment/Refund Intents

Evaluate NCompass' ability to bundle Billing/Payments/Refund intents to allow a more efficient experience for backoffice users tasked with these intents for the same customer/member.

Note: Product team recommends a new SIG dedicated to this request. Should Billing/Payment/Refund all be under a single intent and if so, would that eliminate this issue?


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  • Admin
    Lori Myers
    Reply
    |
    Jan 10, 2025

    Original Description:

    This is for the back office user receiving an assignment and being able to process multiple related billing/refund/payment intents at the same time for the same customer. This would make for a more streamlined process for the back office user as they would not have to action each intent individually and potentially look up the same customer multiple times.

    Are related to the following requirement rules and DDs in the Request Refund, Manage Billing specifications:

    Req: BundleRelatedIMBServiceRequests
    Req: RouteIMBBundleToProcessor
    Req: RequestLockedAndNotInBundle

  • Admin
    Lori Myers
    Reply
    |
    Oct 22, 2024

    Bring to UG to see if interested in combining View Billing, Request Refund & Manage Payment into a single intent.