Parent-Child Account Use Cases

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Create a Child Account with a Parent Pay Plan and Aligned Billing Dates
In this use case, use the create_acct_complete_m API to create a parent account, then the get_acct_details_all_m API to obtain the bill through date and MPI of the parent account (a <resp_level_cd> value of 2 in create_acct_complete_m means the parent account will pay for the child account's invoices).
Create a Child Account with both a Self Pay Plan and a Parent Pay Plan
In this use case, use the create_acct_complete_m API to create the parent account, then create the child account with a self-pay plan and self-pay order and then assign a parent-pay plan to the child account.
Create a Child Account with Self Pay Responsibility
In this use case, use the create_acct_complete_m API to assign an account number and responsibility code to determine payment responsibility in a parent-child hierarchy (a <resp_level_cd> value of 1 means the child account will pay for its own invoices).
Create Parent-Child Account Relationships
This topic provides procedural details on setting up self-pay and parent-pay payment responsibility for accounts in a parent-child hierarchy, along with removing an account from a parent-child hierarchy.
Important Notes about Parent-Child Accounts
This includes setup information on selecting a responsible master plan instance for billing responsibility along with assigning child accounts to a parent account; also included is information on changing payment responsibility and removing an account from a parent-child hierarchy.