Account and Customer Data Features and Functions
- Allocation of customers by type, such as residential, business, trader, government, staff, etc.
- Allocation of customers to subsets, such as doctors, lawyers, teachers, and SMEs
- Allocation of customers to categories, such as VIP, professional, private, major, etc.
- Segmentation of customers into groups such as major account, large business, small business, residential, government, etc.
- Classification of customers as being "key", such that they are easily distinguishable to operators who offer user defined methods of managing the account (e.g., whether to exclude from normal credit control process, workflow bypasses, etc.). All customer classification groups (such as market sector, account level, or rating) are identified within the tender
- Account history inquiries in order to ascertain the customer's monetary value to the user
- Storage of any customer account discount plans
- Storage of customer preferences, such as billing frequency, modes of correspondence, mode of bill distribution, bill format, modes of payment, language, etc.
- Storage of miscellaneous information such as the client account manager's name, the customer's bank name, bank account number, etc.
- Storage of customer validation information
- Customer subscription information that is made available to all CC&B modules
- Grouping of accounts hierarchically, particularly for marketing and billing purposes, as well as for internal reporting
- Aggregation and separation of invoices of groups of accounts in order to satisfy most customers' financial reporting requirements
- Allocation of passwords to a customer account profile, in order to provide a secure environment for customer requests. The existence of a password for differing levels of service will be distinguishable to the operator upon accessing the account
- Account hierarchy, i.e., parent/child account relationships, no limit to the hierarchy levels
- Flexible hierarchical customer account structure. Bills may be produce on any level of the hierarchy, per the customer request
- Multiple addresses for an individual company or account (e.g., registered, invoice, billing and multiple delivery addresses)
- Changing of the customer hierarchy, such as the addition or removal of a level in the hierarchy
- Checking of the database to determine if a service for a certain customer is active
- Provision of information on a customer's status, including whether their account is active, selected for credit control, disconnected, terminated, or subject to legal action
- Prevention of the creation of a new subscription whose information already exists
- Record contact details for the customer, in any level of the hierarchy. The contact details may be phone number, cellular number, e-mail address, street address, etc.
- Block fields from being modified by CSRs, depending on their authorization and function. Items which are not open for modification, display as disabled
Customer Data Management Features and Functions
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