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.