Product Diagram

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Central Plans & Rates

The financial configuration of plans and rates that are available to a customer can be configured via the CALMS Central Plans and Rates module. This module allows qualified users to clone the current plans and rates configuration from the CALMS production system into a staging area where updates, testing and trials can be undertaken without impact on the production data.

The module also offers the ability to export the plans and rates details to an excel spreadsheet so bulk amendments can be readily made using cut and paste and other normal spreadsheet operations. Once reloaded, the new plans and rates details can be subjected to an automated set of validations to ensure they comply with requirements. When satisfied with the new plans and rates, they can be committed back to the CALMS production for operation and then optionally exported and sent to a CMS application.