Editing a Specific Stop-Loss Pricing Rule of a Parent Customer

Prerequisites

To edit a specific stop-loss pricing rule of a parent customer, you should have:

  • Business Object C1-PricingRuleSSL defined for specific stop-loss pricing rule.

  • Pricing rule usage defined in the application.

  • SSL accumulation level defined in the application.

  • Underwriter review defined in the application.

Procedure

To edit a specific stop-loss pricing rule of 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, in the Parent Customer Pricing Rules zone click the Edit (The Edit Icon) icon in the Edit column corresponding to the pricing rule type for specific stop-loss whose specific stop-loss pricing rule details you want to edit.

    The Specific Stop-Loss (SSL) Pricing Rule screen appears. It contains the following sections:

    • Customer Information - Displays the customer information.

    • Main - Used to specify basic details about the specific stop-loss pricing rule.

    • Accumulation Parameters - Used to define the accumulation parameters based on which you want to accumulate the specific stop-loss for the transactions which are processed in the run-in or active period of the policy.

    • Run-In Parameters - Used to define run-in parameters in the run-in period of the policy.

    • Lasering and Exclusion - Used to define the lasering and exclusion information to inherit the accumulation parameters.

    • Characteristics - Used to define the characteristics for a specific stop-loss pricing rule.

    The Customer Information section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Parent Customer Information Displays the parent customer information Not applicable
    Pricing Rule Type Indicates the pricing rule type. Not applicable

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Indicates the price item defined for pricing. Not applicable
    Pricing Start Date Used to specify the pricing rule start date. Yes
    Pricing End Date Used to specify the pricing rule end date. Yes
    Rate Option Indicates the rate option used for defining the specific stop-loss pricing rule for the price item. Not applicable
    Pricing Rule Usage Used to indicate whether the pricing rule is used only for pricing or for pricing and billing. The valid values are:

    • Pricing

    • Pricing and Billing

    		 Yes
    SSL Accumulation Level Used to indicate whether the specific stop-loss must be accumulated at the member or main subscriber level. The valid values are:

    • Member

    • Main Subscriber
    Settlement Frequency Indicates the settlement frequency to determine the bill after date. The valid values are:

    • Immediately - The bill after date is not calculated. The specific stop-loss billable charge is billed immediately in the next cycle.

    • Manually (At Required Intervals) - The bill after date specified in the Manual Settlement Bill After Date parameter while executing the C1-BCSSL batch is stamped on the specific stop-loss billable charge.

    • Never -

    • Yearly - The bill after date in the specific stop-loss billable charge is set to the pricing end date.

    Note: This field is disabled when you select Pricing and Billing option from the Pricing Rule Usage field.
    		 Not applicable
    Underwriter Review Used to indicate whether the underwriter settlement review flag is on or off. The valid values are:

    • Yes

    • No

    		 Yes
  4. Modify the details in the Main section, if required.
  5. Modify the accumulation parameters in a specific stop-loss pricing rule, if required.
  6. Modify the run-in parameters in a specific stop-loss pricing rule, if required.
  7. Add, edit, or remove the lasering and exclusion information for the specific stop-loss pricing rule, if required.
  8. Add, edit, or remove characteristics for the specific stop-loss pricing rule, if required.
  9. Click Save.
    The changes made to a specific stop-loss pricing rule for a parent customer are saved.

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 accumulation parameters in a specific stop-loss pricing rule Defining Accumulation Parameters in a Specific Stop-Loss Pricing Rule
How to define run-in parameters in a specific stop-loss pricing rule Defining Run-in Parameters in a Specific Stop-Loss Pricing Rule
How to define lasering and exclusion information in a specific stop-loss pricing rule Defining Lasering and Exclusion Information in a Specific Stop-Loss Pricing Rule
How to define a characteristic for a specific stop-loss pricing rule Defining a Characteristic for a Specific Stop-Loss Pricing Rule