Order Process – Perform Eligibility Checks

Customer Eligibility

Purpose:

The purpose of this step in the order process is to qualify existing customers.

Description:

This step checks an existing customer profile against a list of criteria/eligibility rules and allows the agent to proceed with the order for only those customers who pass these eligibility checks.

Use Cases:

  • UC00 Place Order                              
  • UC02 Identify Service Address
  • UC05 Provide Billing and Payment Details
  • UC06 Qualify Offering

OMF Services:

  • Qualification Service
  • Customer Profile Service

Process Information:

  • Customer eligibility is applicable to the Change Existing, Move and Modify Order Paths.
  • For existing customers, the agent analyzes existing profile information and qualifies the intended profiles before proceeding with the order. For example, 
    • On the Move Order Path, the following fields are validated:
      • Customer’s Name
      • Customer’s Service Address
      • Existing Wireline products
    • On the Change Existing Path, the following profile information is used to qualify a customer before the order is placed.
      • Class of Service
      • Provisioned Service Address
      • Existing Wireline products
      • One-Bill Indicator
      • Special billing eligibility
SimpleOrder: Order Pocess > Order Process
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