The following table lists the information which appears in the Person Billing Hierarchy zone:
| If you are viewing the 360° information of a... |
Then... |
| Parent Customer |
The following information appears in a tree structure:
-
Information string of each policy to which the parent customer
is associated.
-
Information string of each account where the parent customer
is the main customer.
-
Information string of each effective child person whose person
type is set to Bill Group) and who is 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
-
Information string of each policy to which the bill group is
associated.
-
Information string of each account where the bill group is
the main customer.
|
| Bill Group |
The following information appears in a tree structure:
-
Information string of each account where the bill group is
the main customer.
-
Information string of each policy to which the bill group is
associated.
-
Information string of the parent person
|
It appears when you are viewing the 360° information of a person
whose person type is set to Parent Customer. It contains the following column:
| Column Name |
Column Description |
| Hierarchy |
If you are viewing the 360° information of a parent customer,
the following table indicates the information string that appears
in various scenarios:
| If... |
Then... |
| The parent customer is associated with a policy |
The policy information string appears. It has a link. On
clicking the link, the 360° information of the policy appears in the Policy tab of the Customer 360° Information screen. |
| The parent customer is the main customer of an account |
The account information string appears. It has a link. On
clicking the link, the 360° information of the account appears in
the Account tab of the Customer
360° Information screen. |
| The parent customer has a bill group |
The person information string appears. It has a link. On
clicking the link, the 360° information of the bill group appears
in the Person tab of the Customer
360° Information screen. |
| A bill group is the main customer of an account |
The account information string appears. It has a link. On
clicking the link, the 360° information of the account appears in
the Account tab of the Customer
360° Information screen. |
| A bill group is associated with a policy |
The policy information string appears. It has a link. On
clicking the link, the 360° information of the policy appears in the Policy tab of the Customer 360° Information screen. |
However, if you are viewing the 360° information
of a bill group, the following table indicates the information string
that appears in various scenarios:
| If... |
Then... |
| The bill group is the main customer of an account |
The account information string appears. It has a link. On
clicking the link, the 360° information of the account appears in
the Account tab of the Customer
360° Information screen. |
| The bill group is associated with a policy |
The policy information string appears. It has a link. On
clicking the link, the 360° information of the policy appears in the Policy tab of the Customer 360° Information screen. |
| The bill group has a parent person |
The person information string appears. It has a link. On
clicking the link, the 360° information of the parent customer appears
in the Person tab of the Customer
360° Information screen. |
|
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