Customer 360° Information - Account

The following table provides information about the Account tab:

If you are viewing the 360° information of... Then...
A parent customer who is associated with the self-funded or fully-insured group policy The Account tab displays the following:

  • List of the parent customer's and bill groups' accounts. Note that the system lists the accounts of all effective child persons whose person type is set to Bill Group and who are related to the parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.

  • Basic details, characteristics, automatic payment options, financial and collections summary, and unpaid bills of the parent customer's or bill group's account.
A bill group who is associated with the fully-insured group or self-funded policy The Account tab displays the basic details, characteristics, automatic payment options, financial and collections summary, and unpaid bills of the bill group's account.
Note: If the bill group has multiple accounts, the system, by default, picks and displays the details of any one of its account.
A person whose person type is neither Parent Customer nor Bill Group The Account tab displays the basic details, characteristics, automatic payment options, administrative contracts, financial and collections summary, billing and adjustment summary, and unpaid bills of the person's account.
Note: If the person has multiple accounts, the system, by default, picks and displays the details of any one of its account.

It contains the following zones:

Related Topics

For more information on... See...
How to view the 360° information of an account Viewing the 360° Information of an Account
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration

Parent Topic: Customer 360° Information