Product / Offer Opt-Out

The Opt-Out functionality in the OCS.io allows for the exclusion of a specific Product or Offer from a hierarchy node when a superior node has subscribed to it. This feature provides granular control over the application of discounts or special offers within a hierarchical structure.

Key features of the Opt-Out functionality include:

  1. Granular Control: The Opt-Out functionality provides the ability to exclude specific Products or Offers from being applied to subordinate entities within a hierarchy. This ensures that discounts or special offers can be selectively applied based on specific business requirements.

  2. Hierarchy-Based Application: When a superior node, such as a Customer, subscribes to an Offer, it typically applies to all subordinate entities, such as Accounts or Subscribers. The Opt-Out functionality allows specific subordinate entities to be excluded from this Offer.

  3. Scenario-Based Exclusion: For example, if an Offer at the Customer level provides a "50% Discount on all usage," this Offer applies to all subordinate entities within the hierarchy. However, a specific Account or subordinate entity may need to opt out of this Offer and not receive the discount. The Opt-Out functionality allows for this scenario by preventing the discount from being applied to the opted-out Account and all its subordinates.

  4. Precedence of Exclusion: When the Opt-Out is activated on a specific Account, the system recognizes that the discount should not be applied to any charges incurred by that Account, including its subordinates. This exclusion takes precedence over the Offer subscribed at the superior Customer level.