Create an Offer Owner State Update Component

You can create an offer owner state update component to extend a custom date/time field of a Subscriber/Group/Device object during a Purchase, Activation, Recurring, or Balance Threshold operation.

Before you begin

You must have the Pricing User Domain role to create an offer owner state update component.

Procedure

  1. In Offer Owner State Update Components, click New Offer Owner State Update Component.
  2. In Create New Offer Owner State Update Component:
    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 Application, select the type of operation to which this offer owner state update component is applied. Choose one of the following:
    • balance_threshold — The offer owner state update component is applied when a balance reaches or crosses a balance threshold. Define the following:
      • Click Select Balance and select the balance whose threshold, when reached or crossed, triggers the offer owner state update component to be applied.
      • In Threshold, select the threshold (of the specified balance) that when reached or crossed, triggers the offer owner state update component to be applied. Only balance thresholds with Applies To Balance Increase selected are listed. For more information, see the discussion about configuring balance template thresholds.
        Note: If the threshold is updated, then the balance must be reselected by clicking Select Balance to refresh the threshold.
      • For Is Instance Specific:
        • Select this option if the balance_threshold configuration for the component applies to only balance instances created by the containing offer.
        • Deselect this option if the balance_threshold configuration for the component applies to all balance instances in the balance template.
    • purchase — The offer owner state update component applies to catalog item purchases only. This is the default.
    • purchased_item_activation — The offer owner state update component is applied when a product offer or bundle purchased in a pre-active state is activated.
    • recurring — The offer owner state update component is applied each time a recurring operation is processed for a product offer or bundle.
      Note: Because a recurring offer owner state update component is only for purchased item cycle, when recurring is selected as the Application type, a Cycle field displays with a read-only value of Purchased Item.
  5. To add an offer owner state update table, click New Offer Owner State Update Table.
  6. In Create New Offer Owner State Update Table:
    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.
  7. In Edit Offer Owner State Update Table, in Default Result, select a default object state update profile or SKIP to use when the normalization values present during rating do not match any of the results defined in the decision table.
  8. In the Decision Table pane, do one of the following.
    • To add an existing decision table, click Select Decision Table, click the name of the decision table to add, and click Select.
      Tip: To filter the list of decision tables available, enter the decision table ID or name in the Search field.
    • To create a new decision table, click Create New Table and define the new decision table. For information about creating decision tables, see the discussion about creating a decision table.
    After a decision table is applied to the component table, its ID and name display as a hyperlink in the Decision Table pane. To change the applied decision table, click the hyperlink to open Edit Decision Table. After making and saving changes, click Cancel to return to the component table.
  9. For each row in the decision table, click the Offer Owner State Update Profile cell (the result cell) and select an object state update profile or SKIP.
    If the row selected during rating has a SKIP value, it is not applicable and the next offer decision table is examined if one exists.
  10. (Optional) To add additional offer owner state update tables to this offer owner state update component, use the breadcrumbs to go back to Edit Offer Owner State Update Component.
    Note: During rating, the offer owner state update tables are examined in the order they are listed. To change the order in which multiple tables are listed, click and drag a table to the new position in the list.
  11. Click Save.