New Customer(Experience Cloud)

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New Customer(Experience Cloud) by Mind Map: New Customer(Experience Cloud)

1. SEBL Online Journey

2. **1. Early Lead Capture**

2.1. To Prevent customer loss.

2.2. Minimize customer drop-off rates by capturing leads early in the process.

3. 2. Enter Tailored Energy Quote

3.1. Find registered business.

3.1.1. Creditsafe/Company search operation to retrieve business address.

3.2. Allow customer to select business address.

3.2.1. Create Business Account

3.2.2. Perform Credit check : CreditSafe /Company Credit Report

3.2.3. Create Case against business account to capture credit report

3.2.4. Create Opportunity

4. **3. Select Fuel Type**

4.1. Gas , Electricity & Dual

5. **4. Find Business Supply**

5.1. Perfrom postcode eligibility

5.1.1. Inovke ECOES :SearchUtilityAddress to retrieve all Electricity meter points against the supply postalCode

5.1.2. Invoke Xoserve API "supply-point-address" that will return only address information

5.2. Select meter point and site address.

5.2.1. Invoke ‘Electralink’ API to get the consumption/usage detail

5.2.2. Invoke Xoserve API "Switch API"to get meterpoint and Usage detail

6. 5.Enter Estimated Usage & Switch Date

6.1. Create opportunity group and members against selected MPXN

6.1.1. MultiServiceAppHandler/Create Group && addToGroup

6.2. Create Servicepoint, premises & customer sites(service Account)

7. 6. Select Product against MPXN

7.1. Invoke TMS API to retrieve product & pricing.

7.2. Display products; select one per MPXN.

7.3. Update opportunity member with selected product detail

7.4. Create master quote using OOTB CreateCart API with additional input parameter copygroup

7.5. Add product to master quote - using OOTB Cpq post cart item to drive Order Orchestration plan

7.6. Add product to group cart - using OOTB Cpq post cart item to get product added into all subquotes

7.7. Single product for per fuel (i.e Smart - Electricity and Smart - Gas)

8. 7. Verify Order Summary

8.1. Options: Switch now, Arrange callback, Email quote, and Change.

8.2. Switch Now (Async opertaion start - Backend )

8.2.1. Invoke OOTB Apply to group process for subquotes.

8.2.2. Inovke OOTB post-process of apply to group :To updates pricing on subquotes and master quote.

8.2.3. Update Master Applytogroupfinish flag- true when all sub quotes created

8.3. Change Button - Allow to Change only product against MPXN

8.3.1. Update Opportunity member & Quote member with new selected product

9. 8. **Confirm Billing Details**

9.1. Prepopulate business account info and option to edit

9.2. callout to creditsafe bank match api to validate bank detail

9.2.1. Create bank failure case against account in case validation failure

10. 9. Confirm Switch and Accept Terms & Conditions

10.1. Update master quote, mark customer as ready for contract to trigger flow

10.1.1. Invoke OOTB CLM Async ip to create contract.

10.1.2. Update contract status ( if pending bank validation or credit check).

10.1.3. Inovke OOTB Multisite start create submit order to create quote to order and submit.

10.1.4. Invoke OOTB order submission process for master order to support future dated orders

11. 10. On-Boarding Task - Backend

11.1. Flow will be triggered on the Contract Acceptance to perfrom

11.1.1. Send Contract confirmation email

11.1.2. Set Additional Credit Check and Inflight Email

11.1.3. Send VAT declration form on email

12. 11. Order Orchestration Process- Order Managment

12.1. **Master Order Orchestration Plan:**

12.1.1. Qwilr callout to generate and upload contract documents to SharePoint (via Xfiles Pro).

12.1.2. DESM callout to reserve energy for the customer.

12.1.3. Wait for suborders to complete.

12.2. **Suborder Orchestration Plan:**

12.2.1. Honeycomb callout upon contract acceptance (if SSD within 28 days).

12.2.2. Wait for final updates from Honeycomb.

12.2.3. Callback URL updates suborder events from Honeycomb.

13. Note - In SEBL we leveraged out-of-the-box components and maximize reusability for multisite entity creation, order submission, sales uploads and document uploads, in the backend.**