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Extend the Eligibility Criteria for Customer Acquisition Management
Eligibility criteria are generally used to identify if the customer is qualified or potentially interested to enroll for certain products or services. The Customer Acquisition Management application uses the meter type owned by the customer as a criterion for filtering the products and services the customer is eligible for.
Before You Begin
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Make sure that products are already configured in the application. To learn more about adding new products, see Add Product Specification to the Reference Product Model.
As an Energy provider, you can extend eligibility criteria to include any parameters which meet your specific requirements. For example, if your customers have electronic vehicles (EVs), you can provide specific products that meet their EV charging needs.
The Customer Acquisition Management application includes a base framework for catering to EV customers. You can extend this framework as per your requirements for EV customers.
The reference UI includes a checkbox. When you select it, it displays three types of EV options that you can choose from.
You can choose to extend this functionality by modifying the UI and backend VIPs. There can be multiple implementations of this scenario depending on your requirements.
This section provides a high-level procedure for one implementation, where context rules are used to add EV criteria to specific products.
The application currently has three meter types configured - Smart, Standard, and Prepaid. As part of adding new eligibility criteria for EVs, a new meter type ElectricVehicle is introduced. Whenever the user selects the EV checkbox, the products qualifying ElectricVehicle criteria are displayed.
This implementation assumes that the I am interested in Electric Vehicle options checkbox option is only visible for Electricity service type. Also, these instructions are based on re-using the existing Green Energy Tariff as the selected "EV Product". This product comes preconfigured in the reference product model.
The implementation procedure described in this section demonstrates the high-level steps required to extend the eligibility criteria. The steps mentioned here may not fully meet your needs as each energy provider may have different market demands and requirements.
Configure the Context Rules for EV Eligibility Criteria
To extend the eligibility criteria for electric vehicles (EVs), add a new context rule for the meter type attribute.
- In the App Launcher, select Vlocity Product Console.
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Click Add next to the
Rule. Create a new rule with the following
General Properties:
Field
Value
Name
MeterTypeElectricVehicle
Code
MeterTypeElectricVehicle
Expression Mode
Or
Active
Checked
Effective Start Date
Enter today's date
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Under Rule Conditions, click Add
Conditions and select Simple.
Field
Value
Code
MeterEV
Context Dimension
MeterType
Operator
==
Value
ElectricVehicle
Fail Level
Hard Fail
- Click Save.
- Go back to the Vlocity Product Console.
-
Click Add next to Rule
Set. Create a new Rule Set with the following General
Properties
Field
Value
Name
Electric Vehicles Only
Description
Electric Vehicle Only
Rule Type
Qualification
Rule Purpose
Eligibility
Expression Mode
Or
Active
Checked
Effective Start Date
Enter today's date
- Click Save.
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Select Children Rules and click New
Child Rule.
Add the EV Rule created in the previous step:
Field
Value
Rule
MeterTypeElectricVehicle
Sequence
40
Action Taken
Qualify
- Click Save.
Apply Context Rules to the Product
Add the context rule for electric vehicles (EVs) to the Green Energy product specification.
- In the App Launcher, select Vlocity Product Designer.
- Select Products from the drop-down.
- In the Search box, search Green Energy and select Green Energy Tariff.
- Select Context Rules Tab.
- In the Qualification Rule Sets pane, search ElectricVehicle and click + next to MeterTypeElectricVehicle.
Modify Reference UI
Modify the reference UI to pass the EV option selected by the user to the backend Integration Procedure.
- In the App Launcher, select OmniScripts.
- On Find In page, search VEE and expand VEEDigitalOrder.
- Click the latest version of the VEEDigitalCachingVIP(Version <latest>).
- Click New Version.
- Clone element getOfferDetails (Integration Procedure Action).
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Modify the new cloned Integration Procedure Action element with the
following field values:
Field
Value
Name
getElectricOfferDetails
Conditional View
Add new condition:
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Condition Type: Show Element if True
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View Condition: EVCheckbox==true
Remote Properties
Add new Key-Value pair under Extra Payload:
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Key - electricMeterType
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Value - ElectricVehicle
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- Select getOfferDetails Integration Procedure.
- Under Conditional View, add a new condition with the following value
- Click Activate Version.
Modify the Digital Caching Integration Procedure
Modify the VEEDigitalCachingVIP Integration Procedure to cache the EV products.
- In the App Launcher, select Omnistudio Integration Procedures.
- In Find In page, search VEE and expand VEE/DigitalCachingVIP.
- Click the latest version of the VEEDigitalCachingVIP(Version <latest>).
- In the Procedure Configuration, click Create Version.
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In Caching VIP create a new Data Mapper element to create a
combination for Electric vehicles.
"Product": [ { "CatalogCode": "CONSUMERELECTRICITY", "MeterType": "ElectricVehicle" } -
Add a List remote action to combine this new combination with the
list of existing combinations for CatalogCode and MeterType. The final
list will look like this:
"Product": [ { "CatalogCode": "CONSUMERELECTRICITY", "MeterType": "Standard" }, { "CatalogCode": "CONSUMERGAS", "MeterType": "Standard" }, { "CatalogCode": "CONSUMERELECTRICITY", "MeterType": "Smart" }, { "CatalogCode": "CONSUMERGAS", "MeterType": "Smart" }, { "CatalogCode": "CONSUMERELECTRICITY", "MeterType": "ElectricVehicle" } ] - Perform getOffers remote action on the new list.
Modify Digital Get Basket Integration Procedure
Modify the VEEDigitalGetBasket Integration Procedure to fetch the EV products.
- In the App Launcher, select Omnistudio Integration Procedures.
- In Find In page, search VEE and expand VEE/DigitalGetBasket.
- Click the latest version of the VEEDigitalGetBasket(Version <latest>).
- In the Procedure Configuration, click Create Version.
- Clone the GetOffers remote action element.
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Update the new element with the following field values:
Field
Value
Name
GetElectricOffer
ADDITIONAL INPUT/OUTPUT/FAILURE RESPONSE
Modify the value of the key context formula value to
=TOSTRING(CONCAT('{"MeterType":"',%electricMetertype%,'"}')) - Merge the two lists obtained from GetOffers and GetElectricOffers using a List Action element similar to MergeOffersImageInbasket.
- Perform the GetOfferDetails and GetBasketConfig actions on the list obtained in the above step.
- Based on your requirements, you would have to extract the context for the Electric Vehicles from the merged list using formulas and DataMapper transformers. Since they are requirement-specific, the details of these are not included in this procedure. To understand more about the formulas and DataMappers added for the application, see the VEEDigitalCachingVIP Integration Procedure.
- To finish, be sure to Run Maintenance Jobs.
