Customer Registration Type

The Customer Registration Type zone displays the details of the customer registration type. It contains the following sections:

  • Main - Displays the basic information about the customer registration type. It contains the following fields:

    Field Name Field Description
    Customer Registration Type Displays the customer registration type.
    Description Displays the description of the customer registration type.
    Customer Registration Business Object Indicates the business object using which the customer registration is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. The valid values are:

    • Customer Registration - Banking - Indicates customer registration is created using the C1-CustomerRegistrationBanking business object.

    • Customer Registration - Health Care - Indicates customer registration is created using the C1-CustomerRegistrationHC business object.

    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Detailed Description Displays additional information about the customer registration type.
    Status Indicates the status of the customer registration type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of a customer registration type to Inactive when the corresponding customer registration is in a status other than Processed or Rejected.
    Access Group Displays the user group that can access the customer registration created using the customer registration type.
    Note: It has a link. On clicking the link, the Access Group screen appears where you can view the details of the respective access group.
    Registration Source Indicates the source through which the customer registration is created using the customer registration type. The valid values are:

    • File Upload

    • Inbound Message

    • Manual

  • Additional Data - Displays additional information about the customer registration type. It contains the following fields:

    Field Name Field Description
    Approval Required Indicates whether approval is required while creating the customer registration using the customer registration type.
    Approval To Do Type Indicates that the To Do entry of the specified To Do type is created when you submit the customer registration for approval.
    Note:

    This field appears when the Approval Required check box is selected.

    It has a link. On clicking the link, the To Do Type screen appears with the details of the respective To Do type.
    Approval To Do Role Indicates that users with the specified To Do role can only approve, reject, or resubmit the customer registration for approval.
    Note:

    This field appears when the Approval Required check box is selected.

    It has a link. On clicking the link, the To Do Role screen appears with the details of the respective To Do role.
    Submitter To Do Type Indicates the To Do entry of the specified To Do type is created when the customer registration is resubmitted by the approver.
    Note:

    It has a link. On clicking the link, the To Do Type screen appears where you can view the details of the respective To Do type.
    Submitter To Do Role Indicates the users with the specified To Do role for whom the To Do task is created when the customer registration is resubmitted by the approver.
    Note:

    It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.
    Final Approval Required Indicates whether the final approval is required once the approver at the first level approves the customer registration.
    Note:

    This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.

    The final approval is required when the Manual Billing Hierarchy and Pricing option check box is selected.
    Final Approval To Do Type Indicates that the To Do entry of the specified To Do type is created when you submit the customer registration for final approval.
    Note:

    It has a link. On clicking the link, the To Do Type screen appears with the details of the respective To Do type.

    This field appears when the Final Approval Required check box is selected.
    Final Approval To Do Role Indicates that users with the specified To Do role can only approve or resubmit the customer registration for final approval.
    Note:

    It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.

    This field appears when the Final Approval Required check box is selected.
    Manual Billing Hierarchy and Pricing Indicates whether the required bill groups for the parent customer, the bill group's accounts, pricing rules, bill group sorting information, and bill group derivation and pricing parameters are created manually by the user while defining the customer registration.
    Note:

    This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.

    This feature is used only for customer registration objects where the person type is set to Parent Customer.

    Billing Hierarchy and Pricing To Do Type Indicates the To Do entry of the specified To Do type is created for the user to define or edit the billing hierarchy and pricing for the parent customer manually.
    Note:

    It has a link. On clicking the link, the To Do Type screen appears with the details of the respective To Do type.

    This field appears when the Manual Billing Hierarchy and Pricing check box is selected.
    Billing Hierarchy and Pricing To Do Role Indicates users with the specified To Do role can only define or edit the billing hierarchy and pricing for the parent customer manually.
    Note:

    It has a link. On clicking the link, the To Do Role screen appears where you can view the details of the respective To Do role.

    This field appears when the Manual Billing Hierarchy and Pricing check box is selected.
    Person Business Object Indicates the business object using which the person is created while defining the customer registration.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Account Business Object Indicates the business object using which the account is created while defining the customer registration.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Policy Plan Business Object Indicates the business object using which the policy plan is created while defining the customer registration.
    Note:

    It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

    This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Benefits Business Object Indicates the business object using which the benefit is created while defining the customer registration.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Membership Business Object Indicates the business object using which the membership is created while defining the customer registration.
    Note:

    It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

    This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Address Business Object Indicates the business object using which the address is created while defining the customer registration.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Statement Construct Business Object Indicates the business object using which the statement construct is created while defining the customer registration.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

  • Characteristics - Lists the characteristics defined for the customer registration type. It contains the following columns:

    Column Name Column Description
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.

  • Customer Registration Templates - Lists the templates that are associated with the customer registration type for creating a customer registration. It contains the following columns:

    Column Name Column Description
    Sequence Displays the sequence of the customer registration template.
    Template Category Indicates the category to which the customer registration template belongs. The valid values are:

    • Person

    • Account

    • Policy

    • Policy Plan

    Note: The Policy and Policy Plan template categories appear when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Template Displays the customer registration template associated with the customer registration type.
    Note: It has a link. On clicking the link, the Customer Registration Template screen appears where you can view the details of the respective customer registration template.

  • Record Actions - The Record Actions section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the customer registration type.
    Delete Used to delete the customer registration type.
    Note: You can delete a customer registration type when a customer registration is not yet defined using the customer registration type.
    Duplicate Used to create a new customer registration type using an existing customer registration type.

  • Record Information - The Record Information section contains the following field:

    Field Name Field Description
    Business Object Indicates the business object using which the customer registration type is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

  • Copy Customer Registration Details - Enables you to specify the type of information you want to copy while defining a customer registration using an existing customer registration. It contains the following fields:

    Column Name Column Description
    Person Names Indicates whether you want to copy the person details while copying a customer registration.
    Accounts Indicates whether you want to copy the account details while copying a customer registration.
    Person Identifiers Indicates whether you want to copy the person identifier details while copying a customer registration.
    Account Identifiers Indicates whether you want to copy the account identifier details while copying a customer registration.
    Person Phones Indicates whether you want to copy the phone details of the person while copying a customer registration.
    Account Characteristics Indicates whether you want to copy the characteristic details of the account while copying a customer registration.
    Person Characteristics Indicates whether you want to copy the characteristic details of the person while copying a customer registration.
    Account Auto Pay Information Indicates whether you want to copy the automatic payment details of the account while copying a customer registration.
    Person Addresses Indicates whether you want to copy the address details of the person while copying a customer registration.
    Account Persons Indicates whether you want to copy the details of the persons related to the account while copying a customer registration.
    Person Hierarchy Indicates whether you want to copy the person hierarchy details while copying a customer registration.
    Account Override Address Indicates whether you want to copy the account override address details while copying a customer registration.
    Bill Routing Information Indicates whether you want to copy the bill routing details of the account while copying a customer registration.
    Credit Rating History Indicates whether you want to copy the credit rating history details while copying a customer registration.
    Policies Indicates whether you want to copy the policy details while copying a customer registration.
    Note: This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Policy Plans Indicates whether you want to copy the policy plan details while copying a customer registration.
    Note: This field appears only when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Policy Characteristics Indicates whether you want to copy the policy characteristic details while copying a customer registration.
    Note: This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.
    Policy Plan Characteristics Indicates whether you want to copy the policy plan characteristic details while copying a customer registration.
    Note: This field appears when the Customer Registration Type is created using the C1-CustRegTypeHealthCare business object.

By default, the Customer Registration Type zone does not appear in the Customer Registration Type screen. It appears when you click the Broadcast (The Broadcast Icon) icon corresponding to a customer registration type in the Customer Registration Type List zone.

Related Topics

For more information on... See...
How to define a customer registration type Defining a Customer Registration Type
How to edit a customer registration type Editing a Customer Registration Type
How to copy a customer registration type Copying a Customer Registration Type
How to delete a customer registration type Deleting a Customer Registration Type
How to view the details of a customer registration type Viewing the Customer Registration Type Details