Customer 360 - Program Enrollment

The Program Enrollment Zone contains messages highlighting a variety of insights related to the account in context. Insight Types associated to the Insight Class of Program Enrollment are displayed.

The base product provides Insight Types for: Auto Pay Enrollment, E-Bill Enrollment, Budget Billing Enrollment and Customer Web Enrollment. Refer to the Insight Type configuration in the application, for more details.

Note: For more information about Insight Types and Insight Groups, see Contextual Insights.
The following provides high-level steps to define insight types that can be associated to the program enrollment zone:

  • Define new Insight Types. For the program enrollment zone, the insight types are intended to be defined with a visual structure of List Insight. Specify an insight algorithm that receives account as input context value.

  • Define an Insight Group that references the Program Enrollment insight class. Configure the valid visual structure as List Insight.

  • Associate the insight types to the insight group.