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Service Packages and Terms and Conditions

Service packages enable features for a specific customer type or class. Customers can inherit roles and privileges through service packages, as well as through their customer type and risk category. A service package is valid for an organizational unit and customer type. Service packages are assigned when a consumer is registered, either self-assignment in the portal, or through a call-center agent. Some service packages can be assigned multiple times to a single customer.

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, customers must accept a service package to proceed. Each term and condition has an optional date range. Customer must accept terms and conditions that have a date range, which may include the current date, or be opened ended.