The IDI system lets you enroll handsets in protection plans as a means to help customers mitigate the expense when a device is lost or damaged. The plans can be sold via the Orders web application or POS Make Sale.
Protection plans are set up in the IDI Desktop Client Product Catalog. Each plan must have an associated Protection Plan Profile to specify rules for processing the plan, including provisioning settings if needed.
Protection plan profiles are set up in the Product Catalog web application.
Note
Set up profiles before configuring protection plan products in IDI Desktop Client Product Catalog as the protection plan profiles must be specified when you configure the products.
Note
The ability to add, edit, or delete protection plan profiles is governed by the Manage Protection Plan Profiles permission (Product Catalog Admin role in Security). See Permissions.
In Product Catalog navigate to the Protection Plan Profiles page by choosing MANAGE > Protection Plan Profiles.
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The Protection Plan Profiles page lists the existing profiles.
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From here you can:
add new profiles
display a detail view where the selected profile can be edited
enter search criteria to filter the profile list and make it easier to navigate
Adding a New Profile
A profile consists of a Name, Description, Type, and Provisioning Settings. Click +NEW PROFILE.
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This displays the New Plan Profile dialog.
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Use this dialog to specify:
Profile Name - This is the only required field.
Description – This is optional.
Type – Currently the only available Type is Generic. The drop down menu defaults to blank (null entry) which sets the Type to Generic Apple Care is also available as a Profile Type.
Note
Other Profile Types can be created via the Adaptive Request process..
Provisioning Settings – These settings only apply if you’re using IDI Provisioning to provision the plan. These settings are disabled by default. To enable the fields (only if needed), toggle the enable/disable button at the far right.
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Once enabled you can specify the following:
Provisionable Object Code to be sent with provisioning request - Enter the provisionable object code that was configured in the Provisioning web application.
Enroll Profile – This is the provisioning profile (as configured in the Provisioning web application) to use on provisioning request to enroll a device in a plan.
Cancel Profile – This is the provisioning profile to use on canceling a plan.
Require Verification – If you choose to require verification, any protection plan that uses this profile must be verified by the 3rd party plan administrator before you add the plan to a customer’s account and enroll the customer in the plan. Use the Require Verification button to toggle this functionality on/off. When on, the Verification Profile drop down menu is enabled and a profile must be selected. The verification step is completed when you add a plan using this profile to an account.
Verification Profile - This is the provisioning profile (as configured in the Provisioning web application) to use when the verify provisioning request is sent.
Custom Queries – This section lets you add provisioning actions (in addition to Enroll and Cancel) as may be required by your third-party protection plan administrator. Enter a unique NAME.
Note
The NAME field does not allow spaces. Use underscore in lieu of a space. Then select a Provisioning Profile (configured in the Provisioning web application) from the PROFILE drop-down menu.
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Any custom queries you add will be available in the Actions drop-down menu on the protection plan’s Detail view in Customer Care.
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The NEW QUERY button is only available when Provisioning Settings is enabled.
Viewing/Editing Profile Details
You can display a detail view for an existing profile by clicking the on the Name link.
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The detail view is equivalent to the New Plan Profile dialog and lets you edit profile parameters if needed.