Customer 360° Information - Person

The following table provides information about the Person 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 Person tab displays the following:

  • Basic details, characteristics, child persons, billing hierarchy, and customer contacts of the parent customer.

  • Sort IDs 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.

  • Derivation and pricing parameters defined for the bill group and sort ID combinations.

  • Customer registration objects through which the bill groups are created for the parent customer.
A bill group who is associated with the fully-insured group or self-funded policy The Person tab displays the basic details, characteristics, child persons, billing hierarchy, and customer contacts of the bill group.
A person whose person type is neither Parent Customer nor Bill Group The Person tab displays the basic details, characteristics, child persons, billing hierarchy, and customer contacts of the person.

It contains the following zones:

Related Topics

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

Parent Topic: Customer 360° Information