2.8 KiB
2.8 KiB
title, type, status, domain
| title | type | status | domain |
|---|---|---|---|
| Customer Profile | OpenSpec | Draft | Customer Management |
Customer Profile
Requirement Definition
Provides view-only access to Customer details within the OLS administration screens. Customer records are primarily updated from source systems via batch processes.
Process Flow
Pre-Conditions
- Users must have access rights in the "Customer Profile" module.
Business Rules
Data Schema
General Information
| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| CIF Number | Unique CIF Number assigned to each customer. | String (30) | Required. |
| First Name | Customer First Name. | String (50) | Required. |
| Last Name | Customer Last Name. (First Name + Last Name = Customer Name) | String (50) | Required. |
| Date of Birth | Customer birth date. | Date | Required. |
| Registration Date | Date customer opened an account. | Date | Optional. |
| Gender | Customer Gender. | Enum (Lookup) | Optional. |
| Customer Status | Customer status. | Enum (Lookup) | Required. |
| Customer Block Code | Customer block code. | String (10) | Optional. |
| Marital Status | Customer marital status. | Enum (Lookup) | Optional. |
| ID Type | ID Type of cardholder ID. | Enum (Lookup) | Optional. |
| Cardholder ID | Cardholder ID. | String (30) | Required if ID Type is selected. |
| Country Origin | Customer country origin. | Enum (Lookup) | Optional. |
| Customer Income | Customer income. | Decimal (14,2) | >= 0 if provided. |
| Profile Picture | Uploaded image file. | Image / URL | Optional. |
Contact Detail
Each customer can have more than one contact detail (e.g., customer contact, guardian contact). At least one must be provided.
| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| Address Type | Home/Business/Shipping/Billing. | Enum | Required. Unique per customer. |
| Phone Number | Phone number. | String (30) | Required. |
| Email Address | Email address. | String (50) | Required. Must be valid email format. |
| Address 1 | Main address. | String (100) | Optional. |
| Address 2 | Other address. | String (100) | Optional. |
| State | State code. | Enum (Lookup) | Optional. |
| City | City code. | Enum (Lookup) | Optional. |
| Zip Code | Postal code. | Enum (Lookup) | Optional. |
Execution
- When a new customer is added in OLS, it is added to Client tables, and the corresponding LOYALTY_ACCOUNT is created.
- A request to add a customer whose CIF already exists with an Active status is rejected.
- A request to update/delete a CIF that does not exist or is inactive is rejected.
- Deletion of a CIF linked to an active Account is rejected. Logical delete is used (moving to History).
- Admin screen changes are generally restricted for records managed by the OLSCUST batch.
Exception Flow
- N/A