Occupant creation/update during a new start (NCS Circ)

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A new Occupant is created in NCS circ during the new start from Subscription Panel or One CSR Portal in case the Occupant did not exist before. In PurchaseAPI the Occupant is created as a part of async flow, the 1103 CREATESUBSCRIBER event is fired. For more information about PurchaseAPI please check the corresponding page. Starting from 3.16.0 we use realtime lookup in NCS circ. There are two types of lookup: standard and email only (default). Please see the details below:

• Email Only: If this mode is set up, send Email and Exact Match=true to NCS. We should always expect NCS to return one Occupant.

• Standard: If this mode is set up, send Email and Exact Match=false to NCS. We might get multiple records. The result set is filtered by First Name, Last Name and Email (all of them should match) and the first occurrence is picked.

• to switch between the lookup types please use Purchase.GetSubscriber.LookUpStategy setting in mg2control

Please see Use case 1 below for more details about Occupant creation

In case an Occupant already exists in NCS circ but the new phone number is entered during the new start we save this new phone as 'Primary' or Other', please check Use case 2 and Use case 3, respectively

Use cases

Use case 1. Creating a new Occupant via Subscribe

GIVEN A new start was posted through Subscription Panel with all the required information (product data, payment data, email, address, FirstName, LastName, Phone) being valid

WHEN the Occupant does not exist in NCS Circ based on lookup performed against Email+FirstName+LastName+AddressID) or email only, based on lookup mode

THEN the new start is created in Subscribe

AND a new Occupant is created in NCS Circ with the collected phone saved as ‘Primary’ phone

Use case 2. Updating the Occupant that didn’t have a phone number with a new phone number via Subscribe

GIVEN A new start was posted through Subscription Panel with all the required information (product data, payment data, email, address, FirstName, LastName, Phone) being valid

WHEN the Occupant exists in NCS Circ based on lookup performed against Email+FirstName+LastName+AddressID)

AND the Occupant in NCS Circ does NOT have any phone assigned

THEN the new start is created in Subscribe

AND the collected phone saved as ‘Primary’ phone for the existing Occupant in NCS Circ

Use case 3. Updating the Occupant that already has a phone number with a new phone number via Subscribe

GIVEN A new start was posted through Subscription Panel with all the required information (product data, payment data, email, address, FirstName, LastName, Phone) being valid

WHEN the Occupant exists in NCS Circ based on lookup performed against Email+FirstName+LastName+AddressID)

AND the Occupant in NCS Circ has a phone assigned

THEN the new start is created in Subscribe

AND the collected phone saved as ‘Other’ phone for the existing Occupant in NCS Circ