Siebel Order Management Guide Addendum for Communications > Task UI Flows > Creating a New Promotion Group Instance >

Scenario for Creating a Promotion Group Instance with the Task UI

This topic gives one example of how to create a new promotion group for an account with the Task UI application. You might create a promotion group with the Task UI application differently, depending on your business model.

A service representative receives a call from an existing customer who wants to save on monthly charges by grouping the various services and assets that he has ordered over time. The service representative uses the Task UI application to qualify the customer for a promotion group offered by her company by clicking New Promotion Group in the Task UI pane.

In the New Promotion Group Task UI, the service representative first selects a promotion group definition that matches the caller's mix of services and assets and offers appropriate rewards. She generates a promotion group instance from the definition. Next, the service representative associates the existing assets of the caller account with the default (required) memberships of the promotion group. She then associates other existing assets of the caller account with the optional memberships allowed by the promotion group.

Lastly, the service representative submits an order for the new promotion group, with its memberships and rewards constituting the line items of the order.