Create an Offer Life Cycle Profile

When an offer life cycle profile is created, a default status definition for each offer life cycle status code is created for that profile. You can delete any of these definitions as needed. Define the transitions for the remaining definitions.

Before you begin

Create the offer life cycle status codes that will be used to define the profile's status definitions. Note the following limitations:
  • If multiple status definitions use codes that have the same status class, one must be selected as the default status definition.
  • The initial status of a purchased item must be in the pre-active or active class.

Procedure

  1. In Offer Life Cycle Profiles, click New Offer Life Cycle Profile.
  2. In Create New Offer Life Cycle Profile:
    1. In Name, enter a unique name.
    2. (Optional) In Description, enter descriptive information about its purpose.
    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. (Optional) In Edit Offer Life Cycle Profile, define if this offer life cycle profile should be used as the default by checking Is Default.
  4. Click Save.
  5. Edit the list of status definitions:
    1. For status definitions that have the same status class, select the status definition to be used as the default by clicking Set Default.
    2. Delete status definitions by clicking Delete the selected object.
    3. Edit status definitions by clicking Edit the selected object.
  6. In the Edit Status page:
    1. (Optional) To enable notifications, do one of the following:
      • In Notification Profile, select a notification profile to define when expiration and recurring processing failure notifications are sent after the failure. For time-based offer status transitions, an advance notification advising of an upcoming transition is generated. The status definition's defined notification profile indicates when the advance notification should be generated.
        Note: The notification profile should contain relative before entries in order for advance notifications to be generated.
      • In Notification Profile Selector, select a notification profile selector when you want to dynamically create different notifications in advance of scheduled subscription and group life cycle state changes.
      You can either select a notification profile or a notification profile selector, not both. For more information, see the discussions about notification profiles and notification profile selectors.
    2. (Optional) In Grace Period Count, define the debt grace period associated with this status definition.
      Note: This grace period is related to the MtxStatusConditionPeriodExpiration transition condition, not to grace period profiles.
    3. (Optional) In Grace Period Unit, define the unit for the Grace Period Count. The available units are:
      • empty
      • days
      • hours
      • minutes
      • end_of_day
  7. (Optional) Check one or more status policies to enable that policy.
    For more information, see the discussion about offer status policies.
  8. Click Add Transition to add a status transition. Multiple statuses can transition to the same status.
  9. Select a status to transition to and click Create.
  10. To add actions and conditions to the transition, click the transition to edit.
  11. To add actions, click Add Action.
    1. Select an action from the Action List.
    2. Configure the action properties.
    3. (Optional) Select a filter for the action. This filter uses a decision table to determine if the status action must be performed. Multiple filters can be added to one action. For more information about using filters with actions, see the discussion about filtering transition actions and conditions.
      Important: If a device does not have an associated subscriber, the filters are not evaluated. The device is treated is if no filters are configured.
    4. Click Create.
    5. To customize the columns, click Customize Columns after you add at least one action. If a filter is added with any action, the FilterIdArray and FilterInfo columns are listed as options for display. If they are selected for display, multiple filter IDs and information are displayed, delimited by a comma. If the text cannot be shown in full, ellipses show at the end of the text. Hover over the table cell to view the full text. For more information, see the discussion about configuring the column display.
    For information about the actions and their properties, see the discussion about offer transition actions.
  12. To add conditions, click Add Condition.
    1. Select a condition from the Condition List.
    2. Configure the condition properties.
    3. (Optional) Select a filter for the condition. This filter uses a decision table to determine if the status condition is met. You can add multiple filters to one condition. For more information about using filters with conditions, see the discussion about filtering transition actions and conditions.
      Note: The following conditions do not support filters:
      • MtxStatusConditionExternalPaymentLate
      • MtxStatusConditionPeriodExpiration
    4. Click Create.
    5. Repeat these steps for each condition that can trigger a transition.
    6. To customize the columns, click Customize Columns after you add at least one condition. If a filter is added with any condition, the FilterIdArray and FilterInfo columns are listed as options for display. If they are selected for display, multiple filter IDs and information are displayed, delimited by a comma. If the text cannot be shown in full, ellipses show at the end of the text. Hover over the table cell to view the full text. For more information, see the discussion about configuring the column display.
    For information about the conditions and their properties, see the discussion about offer transition conditions.
(Optional) Define New Status Definitions
  1. From the Edit Status page, return to the Edit Offer Life Cycle Profile page by using the breadcrumb.
  2. If new offer life cycle status codes have been added since the creation of this offer life cycle profile and you want to add more status definitions, click New Status Definition.
  3. In Create New Status Definition, select an offer life cycle status code from the drop-down menu. Only codes that are not already assigned to a status definition within this offer life cycle profile are listed.
  4. Click Create. The Edit Status page displays. Repeat the previous steps to add more status definitions as needed.

What to do next

Assign an offer life cycle profile to your product offers and bundle. After you create the first revision, you can make corrections to it or make revisions of it.