Prerequisites

To setup the Customer 360° View feature, you need to do the following:

• Define the required divisions, customer classes, person types, person identifier types, account identifier types, policy types, and policy person roles in the system

• Define values for the C1-SourceSystemLookup extendable lookup

• Define the required characteristic types where the characteristic entity is set to Person

• Define the required characteristic types where the characteristic entity is set to Account

• Define the required characteristic types where the characteristic entity is set to Policy

• Define values for the Administrative Contract Type and On Account Contract Type option types in the C1_​CMO feature configuration

  Note: This prerequisite is not required when you are viewing the 360° information of a person who is associated with the self-funded policy.

• Define values for Premium Amount SQI and Coverage End Date SQI option types in the C1-BILLADJSQ feature configuration

  Note: This prerequisite is not required when you are viewing the 360° information of a person who is associated with the self-funded policy.

• Define value for the Person Relationship Type option type in the C1-ASOBLLNG feature configuration

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