Determine If There Are Additional Questions / Fields For Your Packages
Our example campaign indicates that all customers are encouraged to pay automatically. In order to pay automatically several fields are required (Start Date, End Date, Autopay Source (i.e., bank / credit card), Account Number, Account Name, Expiration Date). These fields are not "explicitly referenced" on the order and therefore must be captured as miscellaneous fields. We have appended these fields to our list of miscellaneous fields:
|
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 |
|
Auto Pay Start Date |
Account / Autopay Start Date Column |
Used if a customer pays automatically |
|
Auto Pay End Date |
Account / Autopay End Date Column |
Used if a customer pays automatically |
|
Auto Pay Source |
Account / Autopay Source |
Used if a customer pays automatically |
|
Auto Pay Account Number |
Account / Autopay Account ID |
Used if a customer pays automatically |
|
Auto Pay Account Name |
Account / Autopay Account Name |
Used if a customer pays automatically |
|
Auto Pay Account Expiration Date |
Account / Autopay Account Expiration Date |
Used if a customer pays automatically |
We're going to assume that we don't capture any additional marketing-oriented questions. If we did, we'd need additional fields to hold the response to each question.