Defining the Derivation and Pricing Parameters for a Bill Group and Sort ID Combination

Prerequisites

To define the derivation and pricing parameters for a bill group and sort ID combination, you should have:

  • 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

  • Sort ID defined for the bill group

  • Values defined for the C1-SourceSystemLookup extendable lookup

Procedure

To define the derivation and pricing parameters for a bill group and sort ID combination:

  1. Search for a person whose person type is set to Parent Customer in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the person whose details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Expand the Bill Group Derivation and Pricing Parameters zone.
    Note: The Bill Group Derivation and Pricing Parameters zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
  4. Click the Add link in the upper right corner of the Bill Group Derivation and Pricing Parameters zone.

    The Bill Group Derivation and Pricing Parameters screen appears. It contains the following field:

    Field Name Field Description
    Parent Customer Indicates the parent customer whose bill groups' derivation and pricing parameters you want to define.

    In addition, it contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Source System Used to indicate the source system from where the claim and enrollment transactions are received. Yes
    Parameter 1 Used to specify the employee attribute based on which you want to derive the bill group.
    Note: You must not specify the ampersand (&) character in this field.
    		 Yes
    Parameter 2 Used to specify the employee attribute based on which you want to derive the bill group.
    Note: You must not specify the ampersand (&) character in this field.
    		 No
    Parameter 3 Used to specify the employee attribute based on which you want to derive the bill group.
    Note: You must not specify the ampersand (&) character in this field.
    		 No
    Parameter 4 Used to specify the employee attribute based on which you want to derive the bill group.
    Note: You must not specify the ampersand (&) character in this field.
    		 No
    Effective Date Used to specify the date from when the derivation and pricing parameters are effective for the bill group and sort ID combination.
    Note: The effective date must be within the date range of the sort ID defined for the bill group.
    		 Yes
    Status Indicates the status of the derivation and pricing parameters for the bill group and sort ID combination. The valid values are:

    • Active

    • Inactive

    Note: By default, the value is set to Active.
    		 Not applicable
    Bill Group Information Used to indicate the bill group for whom you want to define the derivation and pricing parameters.
    Note: The values appear in this list when there are 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 parameter of the C1-ASOBLLNG feature configuration.
    		 Yes
    Sort ID Used to indicate the sort ID of the bill group for which you want to define the derivation and pricing parameters.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Sort ID Search window appears.
    		 Yes
  5. Enter the required details in the grid.
  6. If you want to define the derivation and pricing parameters for more than one bill group and sort ID combination, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove the derivation and pricing parameters of a bill group and sort ID combination, click the Delete (The Delete Icon) icon corresponding to the bill group and sort ID combination.
  7. Click Save.
    The derivation and pricing parameters are defined for the bill group and sort ID combination.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Customer 360° Information screen Customer 360° Information
Person tab Customer 360° Information - Person
Bill Group Derivation and Pricing Parameters zone Bill Group Derivation and Pricing Parameters
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration