Copying a Customer Registration Type

Instead of creating a customer registration type from scratch, you can create a new customer registration type using an existing customer registration type. This is possible through copying a customer registration type. On copying a customer registration type, the details including the additional data, characteristics, customer registration templates, and attributes set to define a customer registration from the existing customer registration are copied to the new customer registration type. You can then edit the details, if required.

Prerequisites

To copy a customer registration type, you should have:

  • Customer registration type (whose copy you want to create) defined in the application

  • Customer registration business objects defined in the application

  • Access groups defined in the application

  • Registration sources defined in the application

  • Statement construct business object defined in the application

  • Benefit business object defined in the application

  • Person, account, policy plan, membership, and address business objects defined in the application

    Note: The policy plan and membership business objects are required when you are copying a customer registration type which is created using the C1-CustRegTypeHealthCare business object.

  • Approval To Do types and To Do roles defined in the application

  • Billing hierarchy and pricing To Do types and To Do roles defined in the application

    Note: The billing hierarchy and pricing To Do types and To Do roles are required when you are copying a customer registration type which is created using the C1-CustRegTypeHealthCare business object.

  • Characteristic types defined in the application

  • Template categories defined in the application

Procedure

To copy a customer registration type:

  1. Search for a customer registration type in the Customer Registration Type List zone of the Customer Registration Type screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the customer registration type whose copy you want to create.

    The Customer Registration Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the customer registration type.

    • Additional Data - Used to define additional information about the customer registration type.

    • Characteristics - Used to define a list characteristics for the customer registration type.

    • Customer Registration Templates - Used to associate templates with the customer registration type.

    • Copy Customer Registration Details - Used to specify the type of information you want to copy while defining a customer registration using an existing customer registration.

    • Main - The Main section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Customer Registration Type Used to specify the customer registration type. Yes
      Business Object Indicates the business object using which you want to create the customer registration type. Not applicable
      Description Used to specify the description for the customer registration type. Yes
      Customer Registration Business Object Used to indicate the business object using which you want to create the customer registration in the system. Yes
      Detailed Description Used to specify additional information about the customer registration type. No
      Status Used to indicate the status of the customer registration type.

      • Active

      • Inactive

      		 Yes
      Access Group Used to specify the user group that can access the customer registration created using the customer registration type.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Access Group field. On clicking the Search icon, the Access Group Search window appears.

      On specifying the access group, the description of the access group appears corresponding to the Access Group field.

      		 Yes
      Registration Source Used to indicate the source through which you want to create the customer registration in the system. The valid values are:

      • File Upload

      • Inbound Message

      • Manual

      		 Yes
    Tip: Alternatively, you can copy a customer registration type by clicking the Duplicate button in the Customer Registration Type zone.
  3. Enter the required details in the Main section.
  4. Enter additional information about the customer registration type in the Additional Data section.
  5. Define, edit, or remove characteristics of the customer registration type in the Characteristics section.
  6. Associate or disassociate customer registration templates from the customer registration type in the Customer Registration Templates section.
  7. Specify the type of information you want to copy while defining a customer registration using an existing customer registration in the Copy Customer Registration Details section.
  8. Click Save.
    The new customer registration type is defined.

Related Topics

For more information on... See...
How to search for a customer registration type Searching for a Customer Registration Type
Customer Registration Type List zone Customer Registration Type List
Customer Registration Type screen Customer Registration Type
Customer Registration Type zone Customer Registration Type
How to define additional data for a customer registration type Defining Additional Data for a Customer Registration Type
How to define a characteristic for a customer registration type Defining a Characteristic for a Customer Registration Type
How to associate a customer registration template with a customer registration type Associating a Customer Registration Template with a Customer Registration Type
How to set an attribute to define a customer registration using the existing customer registration Setting Attributes to Define a Customer Registration Using the Existing Customer Registration