Grouped Customer Settlement

When calculating customer settlements for related accounts, results can optionally be grouped and applied to a “parent” customer account instead of the default method of applying results to individual customer accounts.

Related accounts, such as in the case of a chain of retail stores or restaurants, can represented as a group of active program subscriptions under a parent program subscription via the program subscription Settlement Group field. In addition, a Parent Program Subscription can be selected during the customer enrollment process.

When calculating customer settlements for related accounts, the Settlement Aggregation Method flag specifies whether calculation results are “Grouped” (applied to the “parent” customer account) or “Individual” (applied to individual customer accounts).

This allows customer settlements to be grouped and applied to a “parent” customer account.

Steps to Enable

To enable this feature, refer to About Event Settlement Transactions and About Customer Settlement Transactions in the Business User Guide.

Key Resources