Create entity criteria
Create an entity criteria record to define customer-based conditions, either for selected accounts (B2B) or consumers (B2C). These criteria can be applied to filter which customers are eligible for specific services.
Before you begin
Role required:sn_csm_case_types.service_definition_manager, sn_csm_case_types.service_definition_admin, or admin
About this task
You can select entity criteria records when you configure customer criteria for a service definition. The system uses this configuration to determine which customers are eligible for that particular service.
Note: Entity criteria records are available for all CSM applications.
Procedure
Navigate to All > Service request operations > Entity criteria.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the entity criteria. |
| Condition for | The type of customer for which the condition applies. There are two types of customers:- Select Account for B2B customers. - Select Consumer for B2C customers. |
| Condition on | The table on which the conditions in the condition builder apply. For example, Customer Account [customer_account]. The selected table determines the visibility of the Customer field and the available elements in that field. |
| Condition | Use the condition builder to select the conditions that apply to this entity criteria record, such as location or account type. |
| Customer field | Field that references the account, consumer, or other selection in the Condition for field from the table selected in the Condition on field.For example:
|
- Select Submit.