Customer Creation & Classification
Customer Creation & Classification
Product: i2i Core OSS/BSS
Company: i2i Tech Services Private Limited
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.
Screenshots
Screenshots not yet added.