Service Packages and Terms and Conditions

Service packages are a way to enable or disable features for a specific type or class of customer. Customers can inherit roles and privileges through service packages as well as through customer type and risk category. A service package is valid for an organizational unit and customer type, which provides control over which customer types can make use of service packages. Service packages are assigned when a consumer is registered, self-assignment in the portal, or through a call center agent. Each service package can be assigned multiple times to a single customer if supported by the service package.

Service packages are attached to terms and conditions, which are either optional such as a newsletter or mandatory. Terms and conditions can be added to a service package; therefore, the customer is to accept the additional service package in order to proceed. Each term and condition has an optional date range. The customer must have always accepted a term and condition that has a date range, which includes the current date or is opened ended.