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Home > Aria Crescendo Documentation > Parent-Child Account Best Practices > Important Notes about Parent-child Accounts

Important Notes about Parent-child Accounts

This article applies to:Aria Crescendo

Overview

This document provides additional important details to be aware of when working with parent-child account relationships. We will refer to the example shown in the diagram below at various points in this document. In the example shown below, the parent account has three child accounts and two grandchild accounts via the Child 1 account:

Parent-child diagram.png

 

Rules

Selecting the Responsible MPI

You can assign payment responsibility to a master plan instance (MPI) from any account in a parent pay child account's ancestry. Example: a parent pay child account can have a responsible MPI from a "grandparent" account.

The responsible MPI from the parent account must be a self pay plan.

These additional rules apply when you add or change an MPI and set the payment responsibility to parent pay:

For this account... The responsible MPI can be from this account... The responsible MPI cannot be from this account...
  • Child 1;
  • Child 2; or
  • Child 3
Parent
  • Any of the other Child accounts
  • Grandchild 1 or Grandchild 2
  • Grandchild 1; or
  • Grandchild 2

Child 1 or the Parent

Child 2 or Child 3

Removing an Account form a Hierarchy

These rules apply when you remove a parent from an account:

If this account no longer has a parent... Its parent pay MPIs become... Its child accounts' parent pay MPIs...
Child 1 (whose responsible MPI is from the Parent account) Self pay Become self pay (for accounts Grandchild 1 and Grandchild 2 whose responsible MPIs were from the Parent account)
Stay parent pay (for accounts Grandchild 1 and Grandchild 2 whose responsible MPIs were from the Child 1 account)
Grandchild 1 (whose responsible MPI is from the Child 1 account) Self pay  

Changing Payment Responsibility

  • When a self pay MPI is responsible for another account's MPI, you cannot change the responsible MPI to parent pay.
  • If a self pay MPI is not responsible for another account's MPIs, you can change its payment responsibility to parent pay.
  • You can change any MPI's payment responsibility from parent pay to self pay.

Overall Parent-child Account Functionality

  • The rules described above also apply to "great-grandchild" accounts and any additional descendants below the "great-grandchildren".
  • The dunning processes stay the same in that the responsible account will go into dunning. The responsible account could be any ancestor or the immediate parent.
  • All other parent-child account functionality described in Aria documentation is the same regardless of the responsible account's level in the hierarchy.

 

 


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