Customer 360° View

Oracle Revenue Management and Billing provides a new screen named Customer 360° View which enables you to quickly view in-depth information about the person. This screen can be used to view the 360° information of a person who is associated with the fully-insured group or self-funded policy. It provides the following information:

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

• Customer registration objects through which the bill groups are created for a parent customer.

• List of accounts to which the parent customer and its bill groups are associated.

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

• Consolidated view of the transactions (such as, billing, payment, payment cancellation, adjustment, adjustment cancellation, automatic payments sent to the auto clearing house for review, refund, write off, excess credit, and reconciliation) which are carried out for the person's account.

• List of policies to which the parent customer or bill group is associated. The system lists those policies where the policy category is set to Self-Funded and Fully Insured Group.

• Basic details, related persons, and policy plans in the person's policy.

• Basic and in-depth details of the pricing rules which are defined for a parent customer who is associated with the fully-insured group or self-funded policy.

• Basic and in-depth details of the pricing rules which are defined for a self-funded policy of a bill group.

• Basic details of the pricing groups which are defined for a bill group who is associated with the self-funded policy.

• Basic and in-depth details of the pricing rules which are defined for a fully-insured group policy.

• Basic and in-depth details of the pricing rules which are defined for a fully-insured group policy plan.

• Basic and in-depth details of the pricing rules which are defined for the states where the fully-insured group policy and its plans and memberships are issued.

• Basic details of the approval transactions which are created while defining, editing, and deleting the pricing rules for the self-funded or fully-insured group business.

• Basic details of the bill, adjustments which are swept onto the bill, activities (such as, payment, offset, refund, write off, or transfer) through which the bill is settled, high-level summary and details of the bill segments which are included in the bill, active hold requests due to which the bill is kept on hold, offset requests through which the bill is offset against another bill, and refund and write off requests through which the bill or its bill segment is either refunded or written off.

In other words, this feature allows you to drill-down to see or act on all current and historical revenue management and billing details. This allows you to professionally and efficiently handle customer inquiries and complaints at the first point of contact, raising your customer service from previously unattainable levels and reducing the associated time and cost.

Related Topics

Parent Topic: Oracle Revenue Management and Billing Insurance Business Processes