Insight Types

The following insight types are delivered with the solution. You can modify these values or add new values as needed, using the information below. All records are delivered inactive.

Note:

You can now manage insight type records using the information below, or using the Functional Setup Manager interface. See Manage Insight Types with Functional Setup Manager for additional information.
Source System Description Active Rank ID
CCS Unpaid Account for Person false 10 C1-PER-NONPAY-CARD
CCS Account Past Due false 10 C1-ACCT-PASTDUE-CARD
CCS Account Collection Active Card false 20 C1-ACCT-COLL-CARD
CCS Account Pay Agreement Card false 30 C1-ACCT-PAYAGREE-CARD
CCS Account Severance Active Card false 10 C1-ACCT-SEV-CARD
CX

Contract Renewal

This insight uses the CONTRACT_RENEWAL_ALG insight algorithm.

false 5 CONTRACT_RENEWAL
CCS ORA_UER_INACTIVE_ACCOUNT false 10 C1-INACTIVE-ACCT-CARD
CCS Account in Active Collections false 20 C1-PER-COLL-CARD
CCS Autopay Enrollment false 10 C1-APAYENRL-LIST
CCS Budget Billing Enrollment false 10 C1-BUDGENRL-LIST
CCS E-Bill Enrollment false 10 C1-EBILLENRL-LIST
CCS Prepaid Billing Enrollment false 10 C1-PBILLENRL-LIST
CCS Account Web Enrollment false 10 C1-WEBENRL-LIST

This table provides additional details on the tasks you can complete.

Note:

Be aware that description is a translatable field, so the description values should be maintained in the relevant lookup code created under the lookup type ORA_UER_INSIGHT_TYPE if your implementation requires more than one language.
Task Configuration
Fetch insight type

GET /utilitiesAdmin/v1/insightType

Example:

GET https://<hostname>/api/utilitiesAdmin/v1/insightType

A specific insight type can be fetched using:

GET /utilitiesAdmin/v1/insightType/{id}

Example:

GET https://<hostname>/api/utilitiesAdmin/v1/insightType/C1-ACCT-PASTDUE-CARD

Activate insight type

POST /CXIPlatformService/v1/CXIReferenceEntity/insightType

One or more insight type can be activated at once.

Example:

POST https://<hostname>/api/CXIPlatformService/v1/CXIReferenceEntity/insightType

{

"items": [

{

"operation": "update",

"data": {

"id": "C1-ACCT-PASTDUE-CARD",

"active": true

}

},

{

"operation": "update",

"data": {

"id": "CCS",

"active": true

}

}

]

}
Edit an insight type

POST /CXIPlatformService/v1/CXIReferenceEntity/insightType

One or more insight type can be updated at once.

Example:

POST https://<hostname>/api/CXIPlatformService/v1/CXIReferenceEntity/insightType

{

"items": [

{

"operation": "update",

"data": {

"id": "C1-ACCT-PASTDUE-CARD",

"sourceSystem": "CCS",

"active": true

}

},

{

"operation": "update",

"data": {

"id": "C1-PER-NONPAY-CARD",

"sourceSystem": "CCS",

"active": true

}

}

]

}
Create insight type

POST /CXIPlatformService/v1/CXIReferenceEntity/insightType

One or more insight type can be created at once.

Example:

POST https://<hostname>/api/CXIPlatformService/v1/CXIReferenceEntity/insightType

{

"items": [

{

"operation": "create",

"data": {

"id": "C1-PER-NONPAY-CARD",

"sourceSystem": "CCS",

"active": false,

"rank": 10,

"description": "ORA_UER_PER_NONPAY" //Lookup Code

}

},

{

"operation": "create",

"data": {

"id": "C1-ACCT-PASTDUE-CARD",

"sourceSystem": "CCS",

"active": false,

"rank": 10,

"description": "ORA_UER_ACCOUNT_PAST_DUE" //Lookup Code

}

}

]

}