Pre-requisites

To setup the Member to Member Reconciliation feature, you need to do the following:

• Configure the following Characteristics:

  • Define an account eligible for reconciliation process from an On-Account Contract of a Universal Generic account.

  • Populate the Policy ID, or Plan ID, or Membership ID linked with the billable charges.

• Define the bills having the status as Completed for reconciliation.

• Define the Contract Types for reconciliation.

• Ensure that payment on Suspense Contract is available to match against the bills.

• Configure the Customer Class algorithm for a payer account.