Determine Additional Information That Is Required If A Package Is Selected

During this step, you determine if there's any information that needs to be created when a package is selected that can't be defaulted from its start option. In our example campaign, package 4 (the Multi-Family Home package), also needs to know the number of housing units at the premise (this information is probably needed to calculate a specific charge in the rate). None of the other packages require additional information. The extra field has been appended to our miscellaneous field table.

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