The Person Hierarchy zone lists the following
in a tree structure:
-
Information string of accounts where the person is the main
customer
-
Information string of policies where the person is associated
-
Information string of membership where the person is the main
subscriber
-
Information string of the parent persons
It does not appear 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 |
Displays information about the person, account, policy, membership,
and parent person in a tree structure. Each node in the tree structure has a
link. The following table indicates the information string that appears
in various scenarios:
| If... |
Then... |
| The person 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 person 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 person is the main subscriber in a membership |
The membership information string appears. It has a link.
On clicking the link, the Membership Information screen appears where you can view the details of the respective
membership. |
| The person is associated with a policy and is the main subscriber
in a membership of its policy plan |
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 person has a parent person |
The person information string appears. It has a link. On
clicking the link, the 360° information of the person appears in the Person tab of the Customer 360° Information screen. |
|
