Customer Registration

Oracle Revenue Management and Billing provides the automatic customer registration facility for an account, person, policy or policy plan. Initial customer setup or customer on-boarding as well as updates to the Customer information is an integral part of the Oracle Insurance Revenue Management and Billing (ORMB) for Health Insurancecustomers, be it Self-Fundedor Fully-Insured Group.

In the ORMB, the customer registration can be used to create customer and related entities by using the following methods:

• The User Interface for low volume data

• The Inbound Messages for integration with the case install systems for low to medium volume data

• The File Upload Utility for integration with the case install systems for high volume data

A Customer Registration module enables user to set up a new business in a structured manner. A user can set up:

• Parent Customer

• Bill Groups and Billing Hierarchy

• Billing Accounts and Contracts

• Policies and Plans

A complete workflow is processed through the To-do notifications sent to different Billing Users requesting the setup of various entities like Bill Groups, Pricing etc.

For better usability, different templates can be defined for each of the entities that are setup to enable the validations and defaulting of data.

For more information on how to setup the customer registration process, see Prerequisites.

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