Defining Additional Data for a Customer Registration Type

Prerequisites

To define additional data for a customer registration type, you should have:

  • 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 defining, editing, or 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 defining, editing, or copying a customer registration type which is created using the C1-CustRegTypeHealthCare business object.

Procedure

To define additional data for a customer registration type:

  1. Ensure that the Additional Data section is expanded when you are defining, editing, or copying a customer registration type.

    The Additional Data section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Approval Required Used to indicate whether approval is required while creating the customer registration using the customer registration type. Yes (Conditional)
    Note: This field is required for approving the customer registration which is created using the customer registration type.
    Approval To Do Type Used to indicate the To Do entry of the specified To Do type is created when you submit the customer registration for approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Approval To Do Type field.

    This field appears when the Approval Required check box is selected.

    		 Yes (Conditional)
    Note: This field is required for approving the customer registration which is created using the customer registration type.
    Approval To Do Role Used to indicate the users with the specified To Do role can approve, reject, or resubmit the customer registration for approval.
    Note:

    This field appears when the Approval Required check box is selected.

    		 Yes (Conditional)
    Note: This field is required for approving the customer registration which is created using the customer registration type.
    Submitter To Do Type Used to indicate the To Do entry of the specified To Do type is created when the customer registration is resubmitted by the approver.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Submitter To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Submitter To Do Type field.

    		 Yes (Conditional)
    Note: This field is required for resubmitting the customer registration for approval.
    Submitter To Do Role Used to indicate the users with the specified To Do role for whom the To Do task is created when the customer registration is resubmitted by the approver. Yes (Conditional)
    Note: This field is required for resubmitting the customer registration for approval.
    Final Approval Required Used to indicate whether final approval is required once the approver at the first level approves the customer registration.
    Note:

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    The final approval is required when the Manual Billing Hierarchy and Pricing option check box is selected.

    		 Yes (Conditional)
    Note: This field is required for approving the customer registration which is created using the customer registration type.
    Final Approval To Do Type Used to indicate the To Do entry of the specified To Do type is created when you submit the customer registration for final approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Final Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Final Approval To Do Type field.

    This field appears when the Final Approval Required check box is selected.

    		 Yes (Conditional)
    Note: This field is required for final approval of the customer registration.
    Final Approval To Do Role Used to indicate the users with the specified To Do role can only approve or resubmit the customer registration for final approval.
    Note: This field appears when the Final Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required for final approval of the customer registration.
    Manual Billing Hierarchy and Pricing Used to indicate whether the required bill groups for the parent customer, the bill group's accounts, pricing rules, bill group sorting information, and bill group derivation and pricing parameters are created manually by the user while defining the customer registration.
    Note:

    The Manual Billing Hierarchy and Pricing option can be used only for customer registrations where the person type is set to Parent Customer.

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    		 Yes (Conditional)
    Note: This field is required for creating the billing hierarchy and pricing for the parent customer manually.
    Billing Hierarchy and Pricing To Do Type Used to indicate the To Do entry of the specified To Do type is created for the user to define or edit the billing hierarchy and pricing for the parent customer manually.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Billing Hierarchy and Pricing To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Billing Hierarchy and Pricing To Do Type field.

    This field appears when the Manual Billing Hierarchy and Pricing check box is selected.

    		 Yes (Conditional)
    Note: This field is required for creating the billing hierarchy and pricing for the parent customer manually.
    Billing Hierarchy and Pricing To Do Role Used to indicate the users with the specified To Do role can only define or edit the billing hierarchy and pricing for the parent customer manually.
    Note: This field appears when the Manual Billing Hierarchy and Pricing check box is selected.
    		 Yes (Conditional)
    Note: This field is required for creating the billing hierarchy and pricing for the parent customer manually.
    Person Business Object Used to indicate the business object using which the customer registration for a person is created using the customer registration type. Yes
    Account Business Object Used to indicate the business object using which the customer registration for an account is created using the customer registration type. Yes
    Policy Plan Business Object Used to indicate the business object using which the customer registration for a policy plan is created using the customer registration type.
    Note: This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.
    		 Yes
    Membership Business Object Used to indicate the business object using which the customer registration for a membership is created using the customer registration type.
    Note:

    The Membership Business Object is required for creating customer registrations through an Inbound Message.

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    		 Yes
    Benefits Business Object Used to indicate the business object using which the customer registration for a benefit is created using the customer registration type. No
    Address Business Object Used to indicate the business object using which the customer registration for an address is created using the customer registration type. Yes
    Statement Construct Business Object Used to indicate the business object using which the customer registration for a statement construct is created using the customer registration type. Yes
  2. Enter the required details in the Additional Data section.
  3. Click Save.
    The additional data for the customer registration type is defined.

Related Topics

For more information on... See...
How to define a customer registration type Defining a Customer Registration Type
How to edit a customer registration type Editing a Customer Registration Type
How to copy a customer registration type Copying a Customer Registration Type