Reference Selection Based on Questionnaire

Oracle Revenue Management and Billing enables you to derive reference customers and deals during a deal creation using a questionnaire. Note that the reference deals are those deals which belong to the reference customers which are derived using the questionnaire. The system displays the questions from the questionnaire template which is specified in the respective deal type. Note that the system considers the questionnaire template specified in the deal type when it is effective on the deal start date. You can also skip the questionnaire using the Skip Questionnaire option. If a questionnaire template is not specified in the respective deal type or if the questionnaire template is not effective on the deal start date or if the Skip Questionnaire option is selected during the deal creation, the system derives the reference customers for the deal using the division, customer segment, and customer tier combination. Note that reference deals are not derived when the Skip Questionnaire option is selected during the deal creation.

While defining a questionnaire template, you can specify the following:

• The date range when the questionnaire template is effective

• Whether to display the questions from the questionnaire template in a particular sequence or when a rule of a particular rule type is satisfied

• A set of questions that you want the customer to answer

• Whether the answer for the question should be:

  • Date

  • Decimal Value

  • From Multi Selection Drop Down List

  • From Multi Selection Check Box List

  • Numeric Value

  • Percentage

  • From Radio Button List

  • From Single Selection Drop Down List

  • Text

• Whether the answer value set for the following answer types should be derived from the reference data or from a predefined list:

  • Multi Selection Drop Down List

  • Multi Selection Check Box List

  • Radio Button List

  • Single Selection Drop Down List

• The reference table, column, and criteria when the answer value set is set to Reference Data. Note that you can only use the Equal To and IN operators while defining the reference criteria.

• The default answer for the question

• Whether the question is mandatory or optional in the questionnaire

• The parameter which helps to derive the reference customers when the question is answered in the questionnaire. Note that you can only specify a parameter where the source entity is set to Person or Account and the source type is set to Characteristic or Field.

• The rule type which helps to determine the rules that should be executed to display the next question in the questionnaire

• Whether the response from the question should be used to derive the reference customer list

• The predefined values when the answer value set is set to Predefined List

A new screen named Questionnaire Template is introduced in this release. You can define, edit, delete, copy, and preview a questionnaire template through this screen. On previewing a sequence based or rule based questionnaire template, the questions appear in the specified sequence. When a rule based questionnaire template is used during a deal creation, the system displays the next question based on the output of the previous question.

A new page named Questionnaire is added to the Deal Information screen which helps to answer the questionnaire. The number of questions that appear in the Questionnaire page depends on the value specified in the Questionnaire UI Pagination Limit option type of the C1-DEAL feature configuration.