Viewing the Additional Fee Pricing Rule Details

Procedure

To view the details of an additional fee pricing rule:

  1. Search for a fully-insured parent customer or bill group whose pricing details you want to view in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account, person, or policy whose pricing 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.
  4. In the Fully-Insured Pricing Rules zone, click the link in the Pricing Rule Information column corresponding to the fully-insured pricing rule type whose details you want to view.
    The Pricing Rule (Additional Fee) screen appears. It contains the following zone:

    • Additional Fee Pricing Rule - Displays the additional fee pricing rule details for a parent customer or a bill group. It contains the following sections:

      • Pricing Information - Displays the basic details about the additional fee pricing rule.

      • Pricing Parameters - Displays the pricing parameters defined for the additional fee pricing rule.

      • Characteristics - Displays the characteristics defined for the additional fee pricing rule.

  5. View the basic details of the additional fee pricing rule in the Pricing Information section.
  6. View the pricing parameters defined for the additional fee pricing rule in the Pricing Parameters section.
  7. View the characteristics of the additional fee pricing rule in the Characteristics section.

Related Topics

For more information on... See...
Customer 360° View screen Customer 360° View
Person tab Customer 360° Information - Person
Pricing Information tab Customer 360° Information - Pricing Information
Pricing Rule screen Pricing Rule (Used for Viewing)