Customer 360° Information - Person
The following table provides information about the Person tab:
If you are viewing the 360° information of... | Then... |
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A parent customer who is associated with the self-funded or fully-insured group policy | The Person tab displays the following:
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A bill group who is associated with the fully-insured group or self-funded policy | The Person tab displays the basic details, characteristics, child persons, billing hierarchy, and customer contacts of the bill group. |
A person whose person type is neither Parent Customer nor Bill Group | The Person tab displays the basic details, characteristics, child persons, billing hierarchy, and customer contacts of the person. |
It contains the following zones:
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Note: The Person Hierarchy zone does not appear when you are viewing the 360° information of a person whose person type is set to Parent Customer.
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Person Billing HierarchyNote: The Person Billing Hierarchy zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
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Bill Group Derivation and Pricing Parameters
Note: The Bill Group Derivation and Pricing Parameters zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer. -
Note: The Bill Group Sorting zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
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Bill Groups Created Via Customer Registration
Note: The Bill Groups Created Via Customer Registration zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
Related Topics
For more information on... | See... |
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How to view the 360° information of a person | Viewing the 360° Information of a Person |
How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |
Parent Topic: Customer 360° Information