Overview

It may happen sometimes that you need to move customers to a different plan than the one they are on currently because they have been placed into the current product in error during the enrollment process.

 

Information

This action can be performed by the support team, so please create a support ticket mentioning the customer number, desired product name. Additionally you can mention any custom rates to be applied.

<supportagent>

Collect the customer number and the desired product name from the client. The complete action requires us to run query ID 479 on QAT to delete the current contract and rate details and then run query ID 1347 to apply the new product.

You will need access to QAT & the client-specific database at 10.185.40.141.

Delete current product: Query 479 on QAT expects the RateTransitionID & the ContractID. This information can be discovered from the client database through a sequence of queries as described below.

select CustID, * from Customer where CustNo='<client provided customer number>'

select * from RateTransition where CustID=<CustID from above query> order by CreatedDate desc

Pick the most recent RateTransitionID which is the active one.

Find the ContractID from the Contract table with ...

select * from Contract where CustID=<CustID from query executed above>

Execute query ID 479 with the RateTransitionID and ContractID collected above.

Assign new product: To execute query ID 1347, you need CustNo, ProductID, EndDate, SoldDate, SwitchDate. CustNo will be provided by the client, and ProductID & EndDate can be located from the Product table with the following query

select * from Product where Description like '%<client provided product name>%'

SoldDate & SwitchDate will be the current date.

If you need to change the rate amount or rate details, you can do so by first locating the most recent RateTransition as demonstrated in the first part of this article, and use the value of the RateID column to locate the most recent RateDetail.

</supportagent>