Rollovers

Balance rollover occurs at the end of a period when the unused portion of a prepaid, periodic asset balance, for example, voice minutes or data, is made available for charging usage in subsequent periods. Balance rollovers are handled the same for individual product offers and offers in bundles; all available non-supplemental product offers are evaluated in order of priority until an applicable rollover component is found.

You create balance rollovers in My MATRIXX using rollover components that you then assign to subscription product offers. Because balance rollover is controlled by the pricing a subscription or group owns and is not configured in the balance template, the same balance can be handled differently for different subscriptions and groups.
Note: Rollover components cannot be added to one time, global, or contract product offers. A balance rollover can only be applied to prepaid, periodic asset balances. They cannot be applied to on-demand balances or simple balances.
Each rollover component includes at least one rollover table with rules for selecting a rollover profile. Each rollover profile determines the rollover behavior for a specific balance and includes the following:
  • Balance template ID for a prepaid, periodic balance — The balance ID specified on the rollover component must match the balance ID specified in the rollover profile.
  • Start date — Start date for the rollover profile.
  • Maximum percentage of the unused balance to roll over the first time — The rollover percent (if specified) must be greater than 0 and less than or equal to 100. If the unused balance is rolled over for additional periods, the whole remaining amount is rolled over. For example, if the maximum percentage is 50% and that causes a rollover of 100 megabytes the first period, if that 100 megabytes still exists after the first rollover period and rollover is allowed for at least two periods, the full 100 megabytes is rolled over for the second rollover period (not 50% of 100 megabytes).
  • Maximum rollover amount — The maximum amount to be rolled over in the initial period. The value must be greater than or equal to zero. If a maximum percentage and a maximum amount are specified, the lesser of the two values is used to determine the rollover amount. Using the example above, if the maximum rollover amount is 50 megabytes, only 50 megabytes is rolled over in the first rollover period, not the 100 megabytes determined by the rollover percentage.
  • Number of periods the balance can be rolled over — The number of rollover periods must be less than the number of expired intervals in the sliding window for the periodic balance. To roll over balances at the end of a billing cycle, the period type of the periodic balance should be set to billing cycle.
  • Maximum total amount that can be rolled over from all periods — The maximum combined amount of all rollovers. The value must be greater than or equal to zero.
Note: A rollover profile must include a rollover percent or a maximum rollover amount, or both. The amount to be rolled over can be limited for the first rollover period only.

Revisions made to a rollover profile do not affect previously rolled over balances. Revisions are applied to future rollovers only. For each periodic balance, the set of offers is enumerated in priority (highest to lowest), until a rollover component for the balance is found. This component is then applied to the balance.

Rollover Scenarios describes five rollover scenarios which assume that the rolled over amount is not used throughout the rollover periods (consumption is current period first as defined by the RolloverSequence set when using the SubMan pricing APIs). The grant amount is 500 MB. In the first period (1), the full amount was unused. For each period, the following rules apply:
  • Max % = 50%
  • Maximum amount (from the initial period) = 300 MB
  • Maximum number of periods = 3
  • Max total amount = 500 MB
Table 1. Rollover Scenarios
Period Unused Amount + Rollover Amount Rolled Over Amount
1 500 MB 250 MB

50% of 500 = 250

Note: If a maximum percentage and a maximum amount are specified, the lesser of the two values is used to determine the rollover amount.
2 300 + 250 (period 1) 400 MB

100% of 250 + 50% of 300 (150) = 400

3 100 + 400 (periods 1, 2) 450 MB

100% of 400 + 50% of 100 (50) = 450

4 150 + 450 (periods 1, 2, 3) 275 MB

250 megabytes has expired from the first period. Max Periods = 3

100% of (450 - 250 = 200) + 50% of 150 (75) = 275

5 100 + 275 (periods 2, 3, 4) 175 MB

150 megabytes has expired from the second period. Max Periods = 3

100% of (275 - 150 = 125) + 50% of 100 (50) = 175