A parent customer who is associated with the self-funded
policy |
The Customer 360° Information screen
allows you to view:
-
Basic details, characteristics, child persons, billing hierarchy,
and customer contacts of the parent customer.
-
Sort IDs of all effective child persons whose person type is
set to Bill Group and who are related to the
parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.
-
Derivation and pricing parameters defined for the bill group
and sort ID combinations.
-
Customer registration objects through which the bill groups
are created for the parent customer.
-
Accounts of all effective child persons whose person type is
set to Bill Group and who are related to the
parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.
-
Basic details, characteristics, automatic payment options,
financial and collections summary, and unpaid bills of a particular
bill group’s account.
-
List of self-funded policies to which the parent customer’s
bill groups are associated.
-
Basic details and policy persons of a self-funded policy where
the parent customer is the policy holder.
-
Basic details of the pricing rules which are defined for the
parent customer.
-
Summarized tree view listing each bill group of the parent
customer and the bill groups’ self-funded policies and pricing rules.
-
Basic details of the self-funded policies which are associated
with each bill group of the parent customer.
-
Basic details of the pricing rules which are defined for the
self-funded policies of each bill group.
-
Basic details of the active pricing groups which are defined
for each bill group.
-
Basic information about the approval transactions which are
created while defining, editing, and deleting the parent customer’s
and bill groups’ pricing rules.
|
A bill group who is associated with the self-funded policy |
The Customer 360° Information screen
allows you to view:
-
Basic details, characteristics, child persons, billing hierarchy,
and customer contacts of the bill group.
-
Basic details, characteristics, automatic payment options,
financial and collections summary, and unpaid bills of the bill group’s
account.
-
List of self-funded policies to which the bill group is associated.
-
Basic details and policy persons of a self-funded policy.
-
Summarized tree view listing the parent customer and pricing
rules which are defined for the parent customer.
-
Basic details of the self-funded policies which are associated
with the bill group.
-
Basic details of the pricing rules which are defined for the
self-funded policies of the bill group.
-
Basic details of the active pricing groups which are defined
for the bill group.
-
Basic information about the approval transactions which are
created while defining, editing, and deleting the pricing rules of
the bill group.
|
A parent customer who is associated with the fully-insured
group policy |
The Customer 360° Information screen
allows you to view:
-
Basic details, characteristics, child persons, billing hierarchy,
and customer contacts of the parent customer.
-
Sort IDs of all effective child persons whose person type is
set to Bill Group and who are related to the
parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.
-
Derivation and pricing parameters defined for the bill group
and sort ID combinations.
-
Customer registration objects through which the bill groups
are created for the parent customer.
-
List of the parent customer’s and bill groups’ accounts. Note
that the system lists the accounts of all effective child persons
whose person type is set to Bill Group and
who are related to the parent customer using a relationship type which
is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.
-
Basic details, characteristics, automatic payment options,
financial and collections summary, and unpaid bills of the parent
customer’s or bill group’s account.
-
List of fully-insured group policies to which the parent customer
or its bill groups are associated.
-
Basic details, policy persons, and policy plans of a fully-insured
group policy to which the parent customer or its bill group is associated.
-
Basic details of the pricing rules which are defined for different
entities (such as parent customer, fully-insured group policy, policy
plan, and state of issue).
-
Summarized tree view listing the pricing rules which are defined
for the parent customer, fully-insured group policies, and policy
plans.
-
Basic information about the approval transactions which are
created while defining, editing, and deleting the pricing rules for
different entities.
|
A bill group who is associated with the fully-insured group
policy |
The Customer 360° Information screen
allows you to view:
-
Basic details, characteristics, child persons, billing hierarchy,
and customer contacts of the bill group.
-
Basic details, characteristics, automatic payment options,
financial and collections summary, and unpaid bills of the bill group’s
account.
-
List of fully-insured group policies to which the bill group
is associated.
-
Basic details, policy persons, and policy plans of the fully-insured
group policy.
-
Basic details of the pricing rules which are defined for different
entities (such as parent customer, fully-insured group policy, policy
plan, and state of issue).
-
Basic information about the approval transactions which are
created while defining, editing, and deleting the pricing rules for
different entities.
|
A person whose person type is neither Parent Customer nor Bill Group
|
The Customer 360° Information screen
allows you to view:
-
Basic details, characteristics, child persons, billing hierarchy,
and customer contacts of the person.
-
Basic details, characteristics, automatic payment options,
administrative contracts, financial and collections summary, billing
and adjustment summary, and unpaid bills of the person’s account.
-
List of policies to which the person is associated.
-
Basic details, policy persons, and policy plans of a policy.
|