Viewing the Discount Charge Pricing Rule Details

Procedure

To view the details of a discount charge pricing rule:

  1. Do either of the following:
    If you want to...Then...
    View the discount charge pricing rule for a Fully-Insured Individual Membership

    1. Search for the fully-insured individual membership in the Customer 360° View screen.

    2. In the Search Results section, click the View (The View Icon) icon corresponding to the fully-insured individual whose pricing rule details you want to view.

      The Policy tab appears in the Customer 360° Information screen.

    View the discount charge pricing rule for a Fully-Insured Group Membership

    1. Search for the fully-insured group and individual memberships in the Customer 360° View screen.

    2. In the Search Results section, click the View (The View Icon) icon corresponding to the fully-insured group membership whose pricing rule details you want to view.

      The Policy tab appears in the Customer 360° Information screen.

  2. Click the Pricing Information tab.
    The Pricing Information tab appears.
  3. 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 (Discount Charge) screen appears. It contains the following zone:

    • Discount Charge Pricing Rule - Displays the discount charge pricing rule details for an individual membership. It contains the following sections:

      • Pricing Information - Displays the basic details about the discount charge pricing rule.

      • Pricing Parameters - Displays the pricing parameters defined for the discount charge pricing rule.

      • Characteristics - Displays the characteristics defined for the discount charge pricing rule.

  4. View the basic details of the discount charge pricing rule in the Pricing Information section.
  5. View the pricing parameters defined for the discount charge pricing rule in the Pricing Parameters section.
  6. View the characteristics of the discount charge 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
Fully-Insured Pricing Rules zone Fully-Insured Pricing Rules
Discount Charge Pricing Rule zone Discount Charge Pricing Rule