Defining a Customer Registration Type

Prerequisites

To define a customer registration type, you should have:

  • Customer registration type business objects 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 defining a customer registration type 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 a customer registration type using the C1-CustRegTypeHealthCare business object.

  • Characteristic types defined in the application

  • Template categories defined in the application

Procedure

To define a customer registration type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select C and then click Customer Registration Type.
    A sub-menu appears.
  3. Click the Add option from the Customer Registration Type sub-menu.

    The Select Business Object screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Customer Registration Type Business Object Used to indicate the business object using which you want to create the customer registration type. The valid values are:

    • Customer Registration Type - Banking

    • Customer Registration Type - Healthcare

    		 Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Customer Registration Type screen.
    Note: The Select Business Object screen appears when there are multiple customer registration type business objects defined in the application. If there is only one customer registration type business object defined in the application, the Customer Registration Type screen appears.
  4. Select the required customer registration business object from the respective field.
  5. Click OK.

    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
  6. Enter the required details in the Main section.
  7. Define additional information about the customer registration type in the Additional Data section.
  8. Define a list of characteristics for the customer registration type in the Characteristics section.
  9. Associate customer registration templates with the customer registration type in the Customer Registration Templates section
  10. 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.
  11. Click Save.
    The customer registration type is defined.

Related Topics

For more information on... See...
Customer Registration Type screen 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