Linking To A UA For A Group Of Premises

Imagine you have created an umbrella agreement for a group of premises that are not actively managed by a specific user. For example, perhaps there are several apartment complexes that have negotiated a special rate with your company. When new customers sign up for service at a premise that belongs to one of these apartments, the user should be informed that there is a special contract for this premise. The user may also need help selecting the correct terms of service record. To accomplish this logic, you must define additional algorithms to help your users.

For example, perhaps your standard campaign for residential electric customers includes a package to be used by premises linked to one of these apartment buildings and should only be eligible to one of those premises. You must create an eligibility algorithm for this package. Its logic could be designed based on the following assumptions:

  • The qualifying premises are linked to a parent premise
  • The parent premise is linked to the appropriate terms of service record in its covered entity collection

The eligibility algorithm checks to see if the order's premise is linked to a parent premise that is referenced on a terms of service record for an umbrella agreement that is currently in effect. It could also be restricted to search for a specific umbrella agreement type or terms of service type if appropriate.

Note:

The campaign for this scenario must include a question / miscellaneous field to link the SA to the terms of service. It should be configured with an applicability of only applicable on package. The package that is used to include the SA into the terms of service for the apartment complex would include this question / miscellaneous field.

Once the user chooses this package, user is prompted to provide the correct terms of service record via the question / miscellaneous field. To help the user, you should create a column reference retrieval algorithm to default the correct terms of service record for this premise. It would use the same logic as the eligibility algorithm described above. In other words, it would find the parent premise for this premise and then find the terms of service record covered entity collection includes this parent premise and whose umbrella agreement is currently in effect.