Defining a Claim Pricing Rule for a Parent Customer

Prerequisites

To define a claim pricing rule for a parent customer, you should have:

  • Business Object C1-PricingRule defined for pricing rule.

  • Business Object C1-PricingRuleClaim defined for claim pricing rule.

  • Pricing rule type defined in the application.

  • Price item defined in the application.

  • Rate options defined in the Rate Option (C1-ExtLookRateType) extendable lookup.

  • Claim template defined in the Claim Template (C1-ExtLookClaimTemplate) extendable lookup.

  • Line items defined in the Line Item (C1-ExtLookPricingRuleLineItem) extendable lookup.

Procedure

To define a claim pricing rule for a parent customer:

  1. Search for the account, person, or policy whose pricing details you want to view in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account, person, or policy whose pricing details you want to view.
    The Account, Person, or Policy tab in the Customer 360° Information screen appears.
  3. Click the Pricing tab and then click the Add link in the upper right corner of the Parent Customer Pricing Rules zone.

    The Pricing Rule screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person Name Displays the person name. Not applicable
    Person Type Displays the person type. Not applicable
    Pricing Rule Type Used to indicate the pricing rule type to create the pricing rule.
    Note: You can create a claim pricing rule using the Pricing Rule Type for claim.
    		 Yes
  4. Click OK.

    The Claim Pricing Rule screen appears. It contains the following sections:

    • Customer Information - Displays the customer information.

    • Main - Used to specify basic details about the claim pricing rule.

    • Claim Handling Fees - Used to define the claim handling fees for the line items in the claim pricing rule.

    • Markup or Markdown Values - Used to define the markup or markdown values for the line items in the claim pricing rule.

    • Line Items - Used to associate line items eligible for billing in the claim pricing rule.

    • Characteristics - Used to define the characteristics for the claim pricing rule.

    The Customer Information section contains the following fields:

    Field Name Field Description
    Parent Customer Information Displays the parent customer information.
    Pricing Rule Type Indicates the pricing rule type.
    Status Indicates the status of the parent customer for the claim pricing rule. The valid values are:

    • Active

    • Inactive

    • Pending

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Used to indicate the price item. Yes
    Pricing Start Date Used to specify the pricing rule start date.
    Note:

    This field is enabled when an option from Price Item field is selected.

    By default it displays the Policy Start Date.

    		 Yes
    Pricing End Date Used to specify the pricing rule end date.
    Note:

    This field is enabled when an option from Price Item field is selected.

    By default it displays the Policy End Date.

    		 Yes
    Rate Option Used to indicate the rate option to define the claim pricing rule for the price item. Yes
    Claim Template Used to indicate the claim template to define the claim pricing rule for a parent customer.
    Note: This field is enabled for selection when an option from Price Item field is selected.
    		 Yes
  5. Enter the required details in the Main section.
  6. Define the claim handling fees for the line items in a claim pricing rule, if required.
    Note: The Claim Handling Fees section appears when an option from Claim Template field is selected.
  7. Define the markup or markdown values for the line items in a claim pricing rule, if required.
    Note: The Markup or Markdown Values section appears when an option from Claim Template field is selected.
  8. Define line items in a claim pricing rule, if required.
    Note: The Line Items section appears when an option from Claim Template field is selected.
  9. Define characteristics for a claim pricing rule, if required.
  10. Click Save.
    The claim pricing rule for a parent customer is defined.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
How to define claim handling fees on line items in a claim pricing rule Defining the Claim Handling Fees For Line Items in a Claim Pricing Rule
How to define markup or markdown values on line items in a claim pricing rule Defining the Markup or Markdown Values For Line Items in a Claim Pricing Rule
How to define line items in a claim pricing rule Defining the Line Items in a Claim Pricing Rule
How to define a characteristic for a claim pricing rule Defining a Characteristic for a Claim Pricing Rule