Bill Group Self-Funded Policy Information
The Bill Group Self-Funded Policy Information zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the self-funded policy. If you are viewing the 360° information of a parent customer, the Bill Group Self-Funded Policy Information zone lists the policies to which each bill group of the parent customer is associated. However, if you are viewing the 360° information of a bill group, the Bill Group Self-Funded Policy Information zone lists the policies to which the bill group is associated. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Bill Group Information | Indicates the bill group to which the policy is associated. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective
bill group (i.e. person).
|
| Policy Information | Displays information about the policy. Note: It has a link.
On clicking the link, the Policy screen appears
where you can view the details of the respective policy.
|
| Renew | On clicking the Renew ( ) icon, the Policy screen appears where you can renew the policy. Note: The Renew icon appears when the policy
is in the In Force/Active status and it is
not yet renewed.
|
| Policy Number | Displays the policy number. |
| Start Date | Displays the date from when the policy is effective. |
| End Date | Displays the date till when the policy is effective. |
| Status | Indicates the status of the policy. The valid values are:
|
| Runout End Date | Displays the date when the runout period of the policy ends. |
| Renewal Date | Displays the date when the policy is renewed. Note: The data
appears in this column when the policy is renewed.
|
On clicking the Broadcast (
) icon corresponding to a bill group and policy combination,
the Bill Group Self-Funded Policy Pricing Rules and Bill Group Pricing Groups zones appear.
You can filter the list using various search criteria (such as, Bill Group Name, Policy Start Date, and Policy End Date) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area
by clicking the Filters (
) icon in the upper right corner of this zone.
Related Topics
| For more information on... | See... |
|---|---|
| Bill Group Self-Funded Policy Pricing Rules zone | Bill Group Self-Funded Policy Pricing Rules |
| Bill Group Pricing Groups zone | Bill Group Pricing Groups |
| How to view the pricing rules defined for a self-funded policy of a bill group | Viewing the Pricing Rules Defined for a Self-Funded Policy of a Bill Group |
| How to view the pricing groups of a bill group | Viewing the Pricing Groups of a Bill Group |