Create a Rollover Profile

Create a rollover profile to determine the rollover behavior for a specific balance.

Procedure

  1. In Rollover, click the Rollover Profiles tab, and click New Rollover Profile.
  2. In Create New Rollover Profile:
    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 the Balance pane, click Select Balance, select a balance for which this profile applies, and click Save.
    Note: Only prepaid periodic balances that allow rollover are displayed in Select Balance.
  5. In Rollover Percentage, enter the percentage of the unused balance to be rolled over for the initial period.
  6. In Maximum Rollover Amount, enter the absolute maximum to be rolled over in the initial period.
    Note: If both rollover percentage and maximum rollover amount are specified, the lesser of the two amounts is rolled over.
  7. In Maximum Total Rollover Amount, enter the maximum combined value of all rollovers.
  8. In Number of Periods to Rollover, enter the number of periods for which a rollover balance is valid.
    Note: The number of rollover periods must be less than the number of expired intervals in the sliding window for the periodic balance.
  9. Click Save.

What to do next

Create a rollover component with a rollover table to determine the rollover profile that is selected during rating.