Customer Creation & Classification

Customer Creation & Classification

Product: i2i Core OSS/BSS
Company: i2i Tech Services Private Limited

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Purpose

Customer creation establishes the legal and operational identity for all downstream workflows in i2i Core OSS/BSS. Classification determines policy eligibility, billing ownership, provisioning constraints, and reporting visibility.

When to Create a New Customer

• New legal/commercial entity onboarding (residential, enterprise, partner/reseller).
• Contractually separate ownership requiring distinct invoicing/compliance.

When NOT to Create a New Customer

• Additional services for the same entity (create a new Account or Service).
• New location under the same agreement (use account/service mapping as per policy).

Classification Guidance

• Residential: Standard policies, minimal exceptions.
• Enterprise: SLA-sensitive, multi-service/multi-site, approvals often required.
• Partner/Reseller: Revenue-share/settlement logic; restricted operational permissions.

Mandatory Data & Verification

• Customer name (legal), classification, verified contact details.
• Installation & billing address mapping (as applicable).
• Uniqueness checks (avoid duplicates).

Validation & Controls

• Mandatory fields enforced; role-based permissions apply.
• Classification changes should be restricted after dependent entities exist.
• All creation actions must be auditable.

Downstream Impact

• Billing: invoicing entity, tax/compliance behavior, ownership.
• AAA: root ownership for subscriber identities and policy boundaries.
• Provisioning: service eligibility and lifecycle enforcement.

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Screenshots

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