Viewing the 360° Information of a Person
Prerequisites
To view the 360° information of a person, you should have:
-
Value defined for the Person Relationship Type option type in the C1-ASOBLLNG feature configuration
Procedure
To view the 360° information of a person:
- Search for the person in the Customer 360° View screen.
-
In the Search Results section, click
the View (
) icon corresponding to the person whose details you want to view.
The Person tab appears in the Customer 360° Information screen. It contains the following zones:
-
Note: The Person Hierarchy zone does not appear when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Note: The Person Billing Hierarchy zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Bill Group Derivation and Pricing Parameters
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. -
Note: The Bill Group Sorting zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Bill Groups Created Via Customer Registration
Note: The Bill Groups Created Via Customer Registration zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
- View the basic details of the person in the Person Information zone.
- View the characteristics of the person in the Person Characteristics zone.
- View the child persons included in the person's hierarchy in the Child Persons zone.
- View the accounts and policies where the person is the main customer and memberships where the person is the main subscriber in the Person Hierarchy zone.
- View the parent customer's accounts and policies and its bill groups' accounts and policies in the Person Billing Hierarchy zone.
- View the derivation and pricing parameters defined for the bill group and sort ID combinations in the Bill Group Derivation and Pricing Parameters zone.
- View the sort IDs defined for the bill groups in the Bill Group Sorting zone.
- View how and when the person was contacted in the Customer Contacts zone.
- View the customer registration objects through which the bill groups are created for the parent customer in the Bill Groups Created Via Customer Registration zone.
-
If required, you can view the details of the account to
which the person is associated in the Account tab.
Note:
If you are viewing the 360° information of a parent customer, the following zones appears in the Account tab when you click the Broadcast (
) icon corresponding to the account in the Account List zone: - If required, you can view the details of the policy to which the person is associated in the Policy tab.
- If required, you can view the pricing information of the parent customer or its bill groups in the Pricing Information tab.
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 |
| Account tab | Customer 360° Information - Account |
| Policy tab | Customer 360° Information - Policy |
| Pricing Information tab | Customer 360° Information - Pricing Information |
| How to view the pricing information of a parent customer | Viewing the Pricing Information of a Parent Customer |
| How to view the pricing information of a bill group | Viewing the Pricing Information of a Bill Group |
| How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |