Customer Registration Template
A customer registration template encapsulates the following information:
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List of pages that should appear when you create a person, account, policy, or policy plan using the respective customer registration template
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List of sections that should appear in each page
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Field or characteristic attributes, such as:
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Default value for a field or characteristic type
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Default value for a person or account identifier type or phone type
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Primary identifier type for a person or account
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Mandatory field in each section
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Enable or disable the field value, identifier type, identifier value, characteristic type, characteristic value, phone type, or phone number
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You can create multiple customer registration templates for person, account, policy and policy plan. Depending on whether you are creating a customer registration template for person, account, policy or policy plan, you can include the following pages and define field or characteristic attributes for the following sections:
| Template Category | Template Page | Template Section |
|---|---|---|
| Person | Main | Person Main |
| Person Names | ||
| Person Identifiers | ||
| Person Phones | ||
| Contact Information | Person Address | |
| Person Email | ||
| Accounts | - | |
| Person Hierarchy | Person Hierarchy - Main | |
| Person Hierarchy - Characteristics | ||
| Person Characteristics | Person Characteristics | |
| Policies | Policies | |
| Parent Policies | ||
| Registration Characteristics | Customer Registration Characteristics | |
| Account | Main | Account Information |
| Account Identifiers | ||
| Auto Pay | Account Autopay | |
| Persons | Main | |
| Account Address Override Information | ||
| Bill Routing | ||
| Account Characteristics | Account Characteristics | |
| Policy | Policy - Main | Policy Main |
| Policy Persons | ||
| Policy Characteristics | ||
| Policy Plan | Plan | Plan - Main |
| Plan - Characteristics |
Related Topics
| For more information on... | See... |
|---|---|
| Search Customer Registration Template zone | Search Customer Registration Template |
| Customer Registration Template zone | Customer Registration Template |
| How to search for a customer registration template | Searching for a Customer Registration Template |
| How to view the customer registration template details | Viewing the Customer Registration Template Details |
| How to define a customer registration template | Defining a Customer Registration Template |
| How to edit a customer registration template | Editing a Customer Registration Template |
| How to copy a customer registration template | Copying a Customer Registration Template |
| How to delete a customer registration template | Deleting a Customer Registration Template |
Parent Topic: Customer Registration