Viewing the 360° Information of an Account
Prerequisites
To view the 360° information of an account, you should have:
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Value defined for the Person Relationship Type option type in the C1-ASOBLLNG feature configuration
-
Values defined for the Administrative Contract Type and On Account Contract Type option types in the C1_CMO feature configuration
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Values defined for the Premium Amount SQI and Coverage End Date SQI option types in the C1-BILLADJSQ feature configuration
Note: The latter two prerequisites are not required when you
are viewing the 360° information of a person who is associated with
the self-funded policy.
Procedure
To view the 360° information of an account:
- Search for the account in the Customer 360° View screen.
-
In the Search Results section, click
the View (
) icon corresponding to the account whose details you want to view.
The Account tab appears in the Customer 360° Information screen. It contains the following zones:
-
Note: The Account List zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Note: The Administrative Contracts zone appears when you are viewing the 360° information of a person whose person type is neither Parent Customer nor Bill Group.
-
Billing and Adjustment Summary
Note: The Billing and Adjustment Summary zone appears when you are viewing the 360° information of a person whose person type is neither Parent Customer nor Bill Group.
-
- View the accounts of the parent customer and its bill groups in the Account List zone.
- View the basic details of the account in the Account Information zone.
- View the automatic payment options defined for the account in the Auto Pay Details zone.
- View the characteristics of the account in the Account Characteristics zone.
- View the account’s contracts which should be monitored closely for various administrative reasons in the Administrative Contracts zone.
- View the financial and collection details of the account in the Account Financial and Collections Summary zone.
- View the billing and adjustment summary of the account in the Billing and Adjustment Summary zone.
- View the unpaid bills of the account in the Open Bills zone.
- View various transactions of the account, such as bills, payments, adjustments, reconciliations, and so on, in the Billed Vs Paid zone.
- View the number of customer contacts, bills, and payments created for the account in a particular month in the Timeline zone.
- View the trial bills which are created for the account in the Trial Bills zone.
Related Topics
For more information on... | See... |
---|---|
How to search for an account | Searching for an Account |
Customer 360° Information screen | Customer 360° Information |
Account tab | Customer 360° Information - Account |
How to setup the C1_CMO feature configuration | Setting the C1_CMO Feature Configuration |
How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |
How to setup the C1-BILLADJSQ feature configuration | Setting the C1-BILLADJSQ Feature Configuration |