Customer 360° Information

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.

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 a particular bill group's account.

List of self-funded policies to which the parent customer's bill groups are associated.

Basic details and policy persons of a self-funded policy where the parent customer is the policy holder.

Basic details of the pricing rules which are defined for the parent customer.

Summarized tree view listing each bill group of the parent customer and the bill groups' self-funded policies and pricing rules.

Basic details of the self-funded policies which are associated with each bill group of the parent customer.

Basic details of the pricing rules which are defined for the self-funded policies of each bill group.

Basic details of the active pricing groups which are defined for each bill group.

Basic information about the approval transactions which are created while defining, editing, and deleting the parent customer's and bill groups' pricing rules.

Basic details, characteristics, child persons, billing hierarchy, and customer contacts of the bill group.

Basic details, characteristics, automatic payment options, financial and collections summary, and unpaid bills of the bill group's account.

List of self-funded policies to which the bill group is associated.

Basic details and policy persons of a self-funded policy.

Summarized tree view listing the parent customer and pricing rules which are defined for the parent customer.

Basic details of the self-funded policies which are associated with the bill group.

Basic details of the pricing rules which are defined for the self-funded policies of the bill group.

Basic details of the active pricing groups which are defined for the bill group.

Basic information about the approval transactions which are created while defining, editing, and deleting the pricing rules of the bill group.

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.

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.

List of fully-insured group policies to which the parent customer or its bill groups are associated.

Basic details, policy persons, and policy plans of a fully-insured group policy to which the parent customer or its bill group is associated.

Basic details of the pricing rules which are defined for different entities (such as parent customer, fully-insured group policy, policy plan, and state of issue).

Summarized tree view listing the pricing rules which are defined for the parent customer, fully-insured group policies, and policy plans.

Basic information about the approval transactions which are created while defining, editing, and deleting the pricing rules for different entities.

Basic details, characteristics, child persons, billing hierarchy, and customer contacts of the bill group.

Basic details, characteristics, automatic payment options, financial and collections summary, and unpaid bills of the bill group's account.

List of fully-insured group policies to which the bill group is associated.

Basic details, policy persons, and policy plans of the fully-insured group policy.

Basic details of the pricing rules which are defined for different entities (such as parent customer, fully-insured group policy, policy plan, and state of issue).

Basic information about the approval transactions which are created while defining, editing, and deleting the pricing rules for different entities.

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

Basic details, characteristics, automatic payment options, administrative contracts, financial and collections summary, billing and adjustment summary, and unpaid bills of the person's account.

List of policies to which the person is associated.

Basic details, policy persons, and policy plans of a policy.