Balance Template Forfeiture and Credit Floor Adjust Properties

Forfeiture and credit floor adjust properties listed in Forfeiture and Credit Floor Adjust Properties configure a balance to forfeit a balance amount and determine how a credit floor is adjusted when a balance is impacted.

Table 1. Forfeiture and Credit Floor Adjust Properties
Property Description
Forfeiture Enabled Determines whether to forfeit the balance when it expires.

If Forfeiture Enabled is selected, the Delay property can be set to delay the forfeiture by the period specified (any number of minutes, hours, days, weeks, or months). When the delay value is 0, there is no delay and the balance is forfeited immediately at expiration time.

Note: This property does not apply to balances forfeited due to a MtxStatusActionWriteOff status life cycle action.
Simple Grant Credit Floor Adjust Sets how to adjust the credit floor when a simple grant is added to a prepaid balance.
  • Grant Amount — The credit floor is adjusted by the grant amount. If the proration type is None, meaning no grant is applied, there is no credit floor change.
  • Grant Amount Plus Balance Amount — The credit floor is set equal to the sum of the current balance amount plus the grant amount. This is the default.
Periodic Grant Credit Floor Adjust Sets how to adjust the credit floor when a simple grant is added to a prepaid balance.
  • Actual Grant Amount — The credit floor is adjusted by the grant amount, after taking into account the purchase proration settings configured for the product offer. If the proration type is None, meaning no grant is applied, the credit floor does not change.
  • Non-prorated Grant Amount — The credit floor is adjusted by the total grant amount. This option ignores any proration settings.
Forfeiture Credit Floor Adjust Sets how the credit floor is adjusted when a granted amount is removed from a balance when a product offer is canceled. One of:
  • Grant Adjustment — Adjusts the credit floor by removing the same amount that was added to it with the original grant. For example, if the original grant added 200 minutes to the balance and the credit floor was adjusted by the Actual Grant Amount (200 minutes), this option reduces the credit floor by the entire 200 minutes.
  • Forfeiture Amount — Adjusts the credit floor based on the prorated amount. For example, if a grant adds 200 minutes to a balance, the credit floor is increased 200 minutes. If the product offer containing the grant has a cancelation proration of Forfeit Prorated Amount and it is canceled half-way through the cycle, the calculated forfeiture amount is 100 minutes. If there are only 50 minutes remaining of the original 200 minutes granted, only 50 minutes are forfeited from the balance. However, the credit floor is still adjusted by the calculated forfeited amount of 100 minutes.
  • No Adjustment — No adjustments are made to the credit floor, regardless of whether a granted amount is removed from the balance.