Viewing the Pricing Information of a Parent Customer

Prerequisites

To view the pricing information of a parent customer, you should have:

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

Procedure

To view the pricing information of a parent customer:

  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. Click the Pricing Information tab.

    The Pricing Information tab appears. It contains the following zones:

    • Parent Customer Pricing Rules

      Note: The Parent Customer Pricing Rules zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the self-funded policy.

    • Bill Group Self-Funded Policy Pricing Rule Summary

      Note: The Bill Group Self-Funded Policy Pricing Rule Summary zone appears when you are viewing 360° information of a parent customer who is associated with the self-funded policy.

    • Bill Group Self-Funded Policy Information

      Note: The Bill Group Self-Funded Policy Information zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the self-funded policy.

    • Bill Group Self-Funded Policy Pricing Rules

      Note: The Bill Group Self-Funded Policy Pricing Rules zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the self-funded policy.

    • Fully-Insured Pricing Rules

      Note: The Fully-Insured Pricing Rules zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the fully-insured group policy.

    • Pricing Rule Summary

      Note: The Pricing Rule Summary zone appears when you are viewing 360° information of a parent customer who is associated with the fully-insured group policy.

    • Pricing Rule Approval Transactions

      Note: The Pricing Rule Approval Transactions zone appears when you are viewing 360° information of a parent customer or bill group who is associated with the fully-insured group or self-funded policy.
  4. Do either of the following:
    If you are viewing 360° information of...Then...
    A parent customer who is associated with a self-funded policy

    1. View the pricing rules which are defined for the parent customer in the Parent Customer Pricing Rules zone.

    2. View the list of pricing rules which are defined for the self-funded policies of the bill groups in a tree structure in the Bill Group Self-Funded Policy Pricing Rule Summary zone.

    3. View the details of the policies to which a bill group is associated in the Bill Group Self-Funded Policy Information zone.

    4. View the details of the pricing rules which are defined for a policy of a bill group in the Bill Group Self-Funded Policy Pricing Rules zone.

    5. View the details of the pricing groups which are defined for a bill group in the Bill Group Pricing Groups zone.

    6. View the approval transactions which are created while defining, editing, or deleting a pricing rule of the parent customer and its bill groups in the Pricing Rule Approval Transactions zone.
    A parent customer who is associated with a fully-insured group policy

    1. View the pricing rules which are defined for different entities (such as parent customer, fully-insured group policy, policy plan, and state of issue) in the Fully-Insured Pricing Rules zone.

    2. View the list of pricing rules which are defined for the parent customer, fully-insured group policies, and policy plans in a tree structure in the Pricing Rule Summary zone.

    3. View the approval transactions which are created while defining, editing, or deleting a pricing rule for different entities in the Pricing Rule Approval Transactions zone.

Related Topics

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