Viewing the Details of a Level Funded Pricing Rule Defined for a Policy of a Parent Customer

Procedure

To view the level funded pricing rule details of a parent customer:

  1. Search for a parent customer 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 parent customer whose pricing details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Click the Pricing tab.
    The Pricing tab appears.
  4. In the Parent Customer Pricing Rules zone, click the link in the Pricing Rule Information column corresponding to the pricing rule type whose details you want to view.
    The Pricing Rule screen appears. It contains the following zone:

    • Level Funding - Displays the level funded pricing rule of a parent customer. It contains the following sections:

      • Main - Displays basic details of the level funded pricing rule.

      • Accumulation Parameters - Displays the accumulation parameters defined for a parent customer in the level funded pricing rule.

      • Final Settlement Rules - Displays the final settlement rules defined for the level funded pricing rule.

      • Characteristics - Displays the characteristics defined for the level funded pricing rule.

  5. View the basic details of the level funded pricing rule in the Main section.
  6. View the accumulation parameters defined for a parent customer in the Accumulation Parameters section.
  7. View the final settlement rules defined for the level funded pricing rule in the Final Settlement Rules section.
  8. View the characteristics of the level funded pricing rule in the Characteristics section.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
Pricing Rule screen Pricing Rule (Used for Viewing)
Level Funded zone Level Funded