Defining the Derivation and Pricing Parameters for a Bill Group and Sort ID Combination
Prerequisites
To define the derivation and pricing parameters for a bill group and sort ID combination, you should have:
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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
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Sort ID defined for the bill group
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Values defined for the C1-SourceSystemLookup extendable lookup
Procedure
To define the derivation and pricing parameters for a bill group and sort ID combination:
- Search for a person whose person type is set to Parent Customer in the Customer 360° View screen.
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In the Search Results section, click
the View () icon corresponding to
the person whose details you want to view.
The Person tab appears in the Customer 360° Information screen.
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Expand the Bill Group Derivation and Pricing
Parameters zone.
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.
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Click the Add link in the upper
right corner of the Bill Group Derivation and Pricing Parameters zone.
The Bill Group Derivation and Pricing Parameters screen appears. It contains the following field:
Field Name Field Description Parent Customer Indicates the parent customer whose bill groups’ derivation and pricing parameters you want to define. In addition, it contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Source System Used to indicate the source system from where the claim and enrollment transactions are received. Yes Parameter 1 Used to specify the employee attribute based on which you want to derive the bill group. Note: You must not specify the ampersand (&) character in this field.Yes Parameter 2 Used to specify the employee attribute based on which you want to derive the bill group. Note: You must not specify the ampersand (&) character in this field.No Parameter 3 Used to specify the employee attribute based on which you want to derive the bill group. Note: You must not specify the ampersand (&) character in this field.No Parameter 4 Used to specify the employee attribute based on which you want to derive the bill group. Note: You must not specify the ampersand (&) character in this field.No Effective Date Used to specify the date from when the derivation and pricing parameters are effective for the bill group and sort ID combination. Note: The effective date must be within the date range of the sort ID defined for the bill group.Yes Status Indicates the status of the derivation and pricing parameters for the bill group and sort ID combination. The valid values are: -
Active
-
Inactive
Note: By default, the value is set to Active.Not applicable Bill Group Information Used to indicate the bill group for whom you want to define the derivation and pricing parameters. Note: The values appear in this list when there are 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 parameter of the C1-ASOBLLNG feature configuration.Yes Sort ID Used to indicate the sort ID of the bill group for which you want to define the derivation and pricing parameters. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Sort ID Search window appears.Yes -
- Enter the required details in the grid.
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If you want to define the derivation and pricing parameters
for more than one bill group and sort ID combination, click
the Add () icon and then
repeat step 5.
Note: However, if you want to remove the derivation and pricing parameters of a bill group and sort ID combination, click the Delete () icon corresponding to the bill group and sort ID combination.
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Click Save.
The derivation and pricing parameters are defined for the bill group and sort ID combination.
Related Topics
For more information on... | See... |
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How to search for a person | Searching for a Person |
Customer 360° Information screen | Customer 360° Information |
Person tab | Customer 360° Information - Person |
Bill Group Derivation and Pricing Parameters zone | Bill Group Derivation and Pricing Parameters |
How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |