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Consumer Activation

1. Introduction

This document provides a detailed, step-by-step guide to the consumer activation process within the Smart360 platform. It covers the entire lifecycle, from the initial application submission to the final activation, including approval and connection stages. This guide is designed to be easily understood by new developers, providing context, technical details, and clear instructions.

3. Detailed Process

3.1. Stage 1: New Consumer Request (Application Submission)

  • Description:
    • This stage involves the consumer submitting a new service request via the "New Connection" form.
    • Data is captured and stored in the database.
  • Technical Details:
    • Endpoint:
    • Data Model:
    • Validation:
    • Status: Request is initially set to "DRAFT STATE".
  • Steps:
    1. Applicant Information:
      • UI: Navigate to Account Services > New Connection.
      • Fields:
        • Primary Consumer: FirstName, LastName, Email, PhoneNumber (+685 format), IDNumber, VIP (Boolean).
        • Secondary Consumer (Optional): Same fields as Primary.
      • Action: Click "Save & Proceed".
    2. Address Details:
      • UI: Display Service Address Details form.
      • Fields: Unit/HouseNo, AddressLine1 (required), Premise (dropdown), SubArea, Area, Division, Zone, City, State, ZipCode.
      • Action: Click "Save & Proceed".
    3. KYC Verification:
      • UI: Display KYC Details screen.
      • Action: Click "Add" (Primary/Secondary) to upload documents.
      • Validation: Document format/size validation.
      • Action: Click "Save & Proceed".
    4. Plan Selection:
      • UI: Display list of Service Plans.
      • Fields: CostStructure, ServiceLevels, TermLength.
      • Action: Select a plan and click "Save & Proceed".
    5. Offer Details:
      • UI: Display offer details based on the selected plan.
      • Fields: PromotionalDiscounts, SpecialTerms.
      • Action: Confirm offer and click "Save & Proceed".
    6. Payment Processing:
      • UI: Display payment form.
      • Fields: PaymentMethod, Amount.
      • Action: Process payment and click "Save & Proceed".

3.2. Stage 2: Approval Process

  • Description:
    • An administrator reviews the "DRAFT STATE" request.
    • Checklist items are verified.
    • The request is either approved or rejected/held/cancelled.
  • Technical Details:
    • Endpoint:
    • Data Model: ApprovalData (includes checklist statuses, remarks, approval status).
    • Authorization: Role-based access control.
    • Status: Changes from "DRAFT STATE" to "APPROVED" or "REJECTED/HOLD/CANCELLED".
  • Steps:
    1. Access and Review:
      • UI: Navigate to "Approve" tab.
      • Fields: ServiceAvailability, KYCDocument, ApplicantInformation, PaymentDeposits, ServiceOrderDetails (checklist).
      • Action: Upload documents if needed.
    2. Approval/Rejection:
      • Fields: OwnershipType, MethodType, Remarks.
      • Action: Select approval status and click "Approve/Reject/Hold/Cancel".
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