Customer Registration Template
A customer registration template encapsulates the following information:
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List of pages that should appear when you create a person, account, policy, or policy plan using the respective customer registration template
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List of sections that should appear in each page
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Field or characteristic attributes, such as:
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Default value for a field or characteristic type
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Default value for a person or account identifier type or phone type
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Primary identifier type for a person or account
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Mandatory field in each section
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Enable or disable the field value, identifier type, identifier value, characteristic type, characteristic value, phone type, or phone number
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You can create multiple customer registration templates for person, account, policy and policy plan. Depending on whether you are creating a customer registration template for person, account, policy or policy plan, you can include the following pages and define field or characteristic attributes for the following sections:
Template Category | Template Page | Template Section |
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Person | Main | Person Main |
Person Names | ||
Person Identifiers | ||
Person Phones | ||
Contact Information | Person Address | |
Person Email | ||
Accounts | - | |
Person Hierarchy | Person Hierarchy – Main | |
Person Hierarchy – Characteristics | ||
Person Characteristics | Person Characteristics | |
Policies | Policies | |
Parent Policies | ||
Registration Characteristics | Customer Registration Characteristics | |
Account | Main | Account Information |
Account Identifiers | ||
Auto Pay | Account Autopay | |
Persons | Main | |
Account Address Override Information | ||
Bill Routing | ||
Account Characteristics | Account Characteristics | |
Policy | Policy – Main | Policy Main |
Policy Persons | ||
Policy Characteristics | ||
Policy Plan | Plan | Plan - Main |
Plan - Characteristics |
Related Topics
For more information on... | See... |
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Search Customer Registration Template zone | Search Customer Registration Template |
Customer Registration Template zone | Customer Registration Template |
How to search for a customer registration template | Searching for a Customer Registration Template |
How to view the customer registration template details | Viewing the Customer Registration Template Details |
How to define a customer registration template | Defining a Customer Registration Template |
How to edit a customer registration template | Editing a Customer Registration Template |
How to copy a customer registration template | Copying a Customer Registration Template |
How to delete a customer registration template | Deleting a Customer Registration Template |
Parent Topic: Customer Registration