Viewing the 360° Information of an Account

Prerequisites

To view the 360° information of an account, you should have:

  • Value defined for the Person Relationship Type option type in the C1-ASOBLLNG feature configuration

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

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

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

Procedure

To view the 360° information of an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account whose details you want to view.

    The Account tab appears in the Customer 360° Information screen. It contains the following zones:

  3. View the accounts of the parent customer and its bill groups in the Account List zone.
  4. View the basic details of the account in the Account Information zone.
  5. View the automatic payment options defined for the account in the Auto Pay Details zone.
  6. View the characteristics of the account in the Account Characteristics zone.
  7. View the account's contracts which should be monitored closely for various administrative reasons in the Administrative Contracts zone.
  8. View the financial and collection details of the account in the Account Financial and Collections Summary zone.
  9. View the billing and adjustment summary of the account in the Billing and Adjustment Summary zone.
  10. View the unpaid bills of the account in the Open Bills zone.
  11. View various transactions of the account, such as bills, payments, adjustments, reconciliations, and so on, in the Billed Vs Paid zone.
  12. View the number of customer contacts, bills, and payments created for the account in a particular month in the Timeline zone.
  13. View the trial bills which are created for the account in the Trial Bills zone.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Customer 360° Information screen Customer 360° Information
Account tab Customer 360° Information - Account
How to setup the C1_​CMO feature configuration Setting the C1_​CMO Feature Configuration
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration
How to setup the C1-BILLADJSQ feature configuration Setting the C1-BILLADJSQ Feature Configuration