Profile Levels

Customer trade profiles enable you to capture the preferences of a customer and process claims accordingly.

You can use customer trade profiles to create and manage the claim owner, and set the write-off deduction threshold for your customer at the customer, account, and account site levels. The order of precedence from highest to lowest is as follows. A higher-level value overrides a lower-level value.

• Bill-to site

• Account

• Customer

• Business unit: Set up using the Functional Setup Manager, in the Manage Channel Settings page.