Pre-requisites

To set the billing system for a self-funded group customer, you need to do the following:

• Define the required policy types in the system.

• Define the required policy person roles in the system.

• Define the values for the RUNOUT_​ADM_​OPT_​FLG lookup field.

• Define the required characteristic types where the characteristic entity is set to Policy Type.

• Define the required characteristic types where the characteristic entity is set to Policy.

• Define the required parameter values in the following algorithm which is attached to the C1-ASOPolicy business object:

  • C1-ASOBOPOSP

• Define the required parameter values in the following algorithm which is used in the lifecycle of the C1-ASOPolicy business object:

  • C1-ASOPOLMOA

• Set the values for the following option types in the C1-ASOBLLNG feature configuration:

  • Parent Customer Policy Person Role

  • Bill Group Policy Person Role

• Set the values for the following option types in the C1-PERSTYPE feature configuration:

  • Bill Group Person Type

  • Parent Person Type

• Set the batch control type of the Policy Periodic Monitor (C1-POLPR) batch to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

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