In OCS.io, Subscriber Profiles are used to define the structure and characteristics of a subscriber in the system. Using profiles, subscribers can be created with predefined attributes, such as customer segment, initial state, etc., making the creation process faster and more consistent.

By configuring Subscriber Profiles, you can streamline the onboarding process for new subscribers, ensure accurate categorization and assignment, and maintain consistency across your subscriber base.

For more information on how profiles are used in OCS.io, refer to the documentation on CASM Profiles.

To configure Subscriber Profiles, follow these steps:

  1. Access the Integration Configuration perspective in your system’s user interface.

  2. Select the menu CASM  Subscriber Profiles.

  3. Click on the + (New) button to create a new Subscriber Profile.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Subscriber Profile.

Description

Optionally, enter the description of the Subscriber Profile.

Code

Enter the code of the Subscriber Profile. This code is used for integrating purposes and may not be changed later.

Subscriber Segment

Choose the Subscriber Segment to which the newly created Subscriber will be assigned.

Subscriber State

Choose the State to be assigned to the newly created Subscriber.

Subscriber State Reason

Choose the State Reason to be assigned to the newly created Subscriber’s State.

Account Profile

Choose the Account Profile based on which a superior Account will be created for the newly created Subscriber.

Configure Subscriber Profile