Managed plans

Managed plans add a layer that regulates how plan changes can occur within a service.

A managed plan consists of:
  • plan change groups—the group contains plan change choices and defines the available plans and any charges associated with a change.

    Each plan change group is an independent set of configuration. A subscription can subscribe to a plan change group, which will allow it to change plans according to the configuration of the plan change group.

  • plan change choices—plan change choices can be different plans within the service and separate plan options of a plan.
Note: Smile allows a subscription only one plan change per period when using manged plans.

Plan change types

  • Upgrade—specifies a change to a plan change choice set with a higher position number in a plan change group.
  • Crossgrade—specifies a change to a plan change choice set with the same position number in a plan change group.
  • Downgrade—specifies a change to a plan change choice set with a lower position number in a plan change group.

Plan change timing

  • Back date to start of current period—specifies that the change will be applied from the start of the current period. The new plan charges and any quotas will be applied to the entire period.
  • At time of change—specifies that the plan change takes effect immediately. Plan charges and usage, for the old and new plans, will be pro-rated for the period.
  • Start of next period—specifies that the plan change will be applied from the start of the next period.
Note: To prevent plan change fraud, Inomial recommends that downgrades take effect at the start of the next period if there is a possibility of 'shaped' style plans.