Getting the billing level

The getBillingLevel method in the billing system plugin gets the billing level for the specified account or returns a default billing level if the account does not exist on the billing system.

The billing level specifies how to bill policies on the account. In the base configuration, billing levels are defined in the BillingLevel.tti typelist. The values are:
  • Account – Group policies together into a single account bill. Any positive balances in designated Unapplied T-accounts are transferred to the default Unapplied account. Appears as Account in Billing Level on the Payment screen.
  • PolicyDefaultUnapplied – Bill each policy individually without cash separation. Appears as Policy (Separate Funds by Account) in Billing Level on the Payment screen.
  • PolicyDesignatedUnapplied – Bill each policy individually with cash separation. Appear as Policy (Separate Funds by Policy) in Billing Level on the Payment screen.

The getBillingLevel method retrieves the billing level on the account from the billing system. This method can set a default level if the billing level has not been set for the account. This occurs when creating a policy on an account that does not exist in the billing system.

The StandAloneBillingSystemPlugin plugin implementation always bills each policy individually; getBillingLevel returns PolicyDesignatedUnapplied.

The BCBillingSystemPlugin plugin implementation retrieves the billing level from BillingCenter. If the policy is on an account that does not exist in the billing system, the default is to bill each policy individually, PolicyDesignatedUnapplied. The default value is specified in the getDefaultBillingLevel method. If you wish to change the way the default value is specified, you can modify this method.