Determine Additional Information That Is Required If A Package Is Selected
During this step, you determine if there's any information that needs to be created when a package is selected that can't be defaulted from its start option. In our example campaign, package 4 (the Multi-Family Home package), also needs to know the number of housing units at the premise (this information is probably needed to calculate a specific charge in the rate). None of the other packages require additional information. The extra field has been appended to our miscellaneous field table.
Misc. Field |
Where Stored |
Why Is It Needed |
Date of birth |
Person characteristic |
Numerous eligibility rules use this field to determine if a customer is a senior citizen |
Type of Residence |
Premise characteristic |
Numerous eligibility rules use this field to qualify a customer for a package |
Type of Heat |
Premise characteristic |
Numerous eligibility rules use this field to qualify a customer for a package |
Number of Units in House |
Premise characteristic |
The electric SA created by package 4 requires the number of units when it calculates the ongoing bill segments |