Group / List Bill Reconciliation

Implementing a Group Billing for Group Contracts is referred as Group Bill Reconciliation; and Individual Contracts is known as List Bill Reconciliation.

How it Works

The unified search feature allows a user to navigate through the Group / List Bill in OIPA from a central location. Searches can be performed for Group / List Bill by one field (Bill Number) or a combination of fields with through Advanced search. On opening a Group / List Bill record, the user can adjust and link suspense by clicking the tabs available in the Group / List Bill Reconciliation screen. Configuration and security decides the availability of these tabs to access for the user.

Steps to Search for a Group / List Bill

  1. Select Customer option from the Search drop-down.

    • Enter the search string in the text box. for example, the search string can be a "Group Bill Reference ID". If the exact wording is not known, use the % (percent) sign as a wild card. (or)
    • Click Advanced and enter the search criteria for the Bill.

  2. The search results will display under the Search window with a list of Bills. 

  3. Click the row of the appropriate Bill to open it. The Group/List Bill Reconciliation details are displayed with Adjust and Link Suspense links.

Adjust and Link to Suspense Links

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