Determine If There Are Additional Questions / Fields For Your Packages
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.
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 |
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.