Customer Classification Definition File

The customer classification definition file describes the segments (classifications) into which customers can be placed. The following table defines the elements that should be provided in the columns of the file.

Column	Format	Can be empty?	Definition
classifier	Varchar	No	The main classification name. Be consistent with upper and lower case. For example, do not use both `Low_Income` and `low_income`. Choose one. Must include only letters, underscores, hyphens, and periods. Special characters are not accepted.
classifier_description	Varchar	No	Description of the classifier and its purpose for the utility.
allowed_value	Varchar	No	Possible value for the classifier. Be consistent with upper and lower case. For example, do not use both `True` and `true`. Choose one. Must include only letters, underscores, hyphens, and periods. Special characters are not accepted.
allowed_value_description	Varchar	No	Description of the allowed value and its purpose for the utility.
inactive_date	datetime (YYYYMMDD HHmm)	Yes	The date and time at which the `allowed_value` is no longer valid for data import. This date must not be prior to the import. If it is, the row will be rejected. If left blank, this field will default to leave the `allowed_value` valid indefinitely.

Additional Notes

To add a new classifier, simply add a new row containing the classifier and allowed_value pair in the file. To de-activate an existing classifier, assign an inactive_date to the classifier-allowed value pair. If an inactive date is assigned to a classifier-allowed value pair, then any new assignments of customers to that classifier-allowed value that fall after the inactive date will be rejected.

Note: Consult with your Delivery Team to make ensure that the products exhibit the correct behavior for each classifier.