Create a Balance State Update Profile

Create a balance state update profile to extend the end time of a balance instance in a subscriber's wallet when a catalog item is purchased that impacts that balance. The balance can be for an asset or currency.

Procedure

  1. In Balance State Update, click the Balance State Update Profiles tab, and click New Profile.
  2. In Create New Balance State Update Profiles:
    1. In Name, enter a unique name.
    2. (Optional) In Description, enter descriptive information about the item.
    3. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID on this pricing object. The external ID can be used for any reason that is meaningful to your implementation of MATRIXX Engine. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
    4. Click Create.
  3. In Start Date/Time, use the date picker to select the date on which the object becomes active in the Pricing database and is first available for use, or enter the date in the format YYYY-MM-DD. Optionally, enter a time for when the object becomes active. The default start date/time is 2000–01–01 00:00:00. If applicable, the range in which the start date/time must fall is listed. For example:
    • Select a date on or before 2021–12–01.
    • Select a date on or after 2020–01–27.
    • Select a date between 2000–01–02 and 2021–10–04.
    Note: If you are creating a new revision of this object, the start date/time must be after the start date/time of the preceding revision and before the start date/time of the next revision. If you are making a copy of this object, the start date/time is not copied. The new object is the first revision, so it has the default start date/time of 2000–01–01 00:00:00.
  4. In Balance Extension Type, select the time from which to extend the balance instance end date.
    Option Description
    From Existing End Time Sets the end time of the balance instance from the current end time.
    From Now Sets the end time of the balance to the current system time plus the requested time units.
    Note: If the balance state update profile calculates a date earlier than the current balance end time and the End Time Reduction Policy in the balance state update component is set to Allow Reduction Up To Now, the current balance is adjusted to the new reduced end time (note that the end time cannot be set to the past). If the balance state update profile calculates a date earlier than the current balance end time and the End Time Reduction Policy in the balance state update component is set to Deny, the current balance end time does not change.
    Optimal Extends the end time of the balance instance from the current end time if the current end time is in the future. If the balance instance is expired, sets the end time of the balance to the current system time plus requested time units. This option optimizes the balance instance end time extension.
  5. In Extension Amount, enter the number of time units to extend the balance end time. For example, to extend the end time two weeks, type 2, and in the next step, for Extension Units, select weeks.
  6. In Extension Units, select the time unit that applies to the extension amount specified.
    • minutes
    • hours
    • days
    • weeks
    • months
    • years
  7. In End Time Adjustment Type, select the end time adjustment type.
    • No Change — Keeps the end time setting of the balance instance.
    • End of Day — Sets the end time to 11:59:59 PM on the day the balance instance expires.
    • Absolute Time — Sets the end time to the specified time on the day the balance instance expires. Enter the end time in hh:mm:ss. The default is 00:00:00.
  8. Click Save.