Creating entitlements in Service Exchange for Providers
Summarize
Summary of Creating Entitlements in Service Exchange for Providers
Service Exchange enables providers to create entitlements for consumers using consumer criteria associated with record producers and configurations. This process ensures that only eligible consumers can access specific content, such as Remote Record Producers and Remote Task Definitions. Entitlements are generated automatically based on criteria that can be tailored to individual consumers or groups.
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Key Features
- Consumer Criteria: Allows configuration to entitle content to specific customers or all customers with certain conditions, such as active sold products or service contracts.
- Scheduled Updates: The entitlement process runs nightly, updating entitlements to reflect any changes in the underlying data.
- Immediate Checks: Entitlements are verified in real-time when updates are made, ensuring consumers always see the most relevant content.
- Flexible Configuration: Providers can define consumer criteria through the Remote Record Producer interface, allowing for customized entitlement rules.
Key Outcomes
By effectively using consumer criteria, service providers can ensure that their consumers have access to the content they are entitled to, enhancing user experience and operational efficiency. The ability to quickly update consumer criteria and refresh entitlements ensures that consumers are always presented with the most accurate and relevant service offerings.
Providers can create and manage consumer criteria by navigating to the relevant sections in Service Exchange, filling out necessary fields, and applying filters as needed. This process helps maintain precise control over who can access specific services and content.
Using consumer criteria associated with record producers and other configurations, Service Exchange automatically generates the entitlement records that are replicated to eligible consumer instances.
Consumer Criteria records are used to entitle Service Exchange content, such as Remote Record Producers and Remote Task Definitions, to Service Exchange consumers. Consumer criteria enables you to ensure that a consumer has access only to the appropriate Service Exchange content. Using consumer criteria, you can entitle content explicitly to a single customer or to multiple customers.
A few examples of how you configure the consumer criteria are given below. For example, you can entitle content:
- To a specific consumer.
- To all consumers that have an active sold product of a specific model.
- To all consumers that have an active service contract.
The Service Exchange entitlement process runs as a scheduled job each night. During the entitlement process, filters defined in the condition builder of the consumer criteria record are applied to the selected table to find records that match the condition. If a matching record is found, the associated Service Exchange content is entitled to the consumer. For example, when a consumer with an active sold product creates an order, the appropriate Service Exchange content is automatically entitled to the consumer. Entitlements are updated daily, reflecting changes if the data in the tables being queried has changed.
Benefits
Your consumers can see and request the content entitled to them. A scheduled job runs nightly and updates the entitlements, based on any changes made to the tables or records that are queried by the consumer criteria. Additionally, entitlements are checked immediately when updates are made.
You can update Service Exchange entitlements in the following ways:
- Define the consumer criteria in the Remote Record Producer.
- Register a new consumer in Service Exchange.
- Click the Refresh Entitlements related link in the Consumer Connections record or the Provider record.
Define a consumer criteria
- 1. Navigate to or .
- Select a remote record producer or a remote task definition for which you want to define the consumer criteria.
- Navigate to the Consumer Criterias tab on the related list and click New.
- You can associate an existing consumer criteria or create a new one.
- Fill in the fields on the form.
Field Description Name Name of the consumer condition. Active Select this check box to enable the consumer condition. Condition for Allows you to specify the Company or Account can be used to match the records on the table being queried. Select the corresponding option based on which field (Company or Account) is available on the table being queried. For example, this field can be used on the Sold Product table as the Account field is used to query the table.
Condition on Field indicates which table is to be queried to find matching records. Note:Tables where Customer Field cannot be selected should not be used.Customer field Select the field on the table being queried that matches the Company or Account defined on the Service Exchange connection. If the consumer connected through Service Exchange is an Account, you can use either a Company or Account field to match against it. If the consumer connected is only a Company, you will be restricted to Company. Condition Details of the filter. For example, Active is True.
The following examples show how consumer criteria can be configured.
This consumer criteria can be used to entitle content to Service Exchange customers that have an active sold product where product name contains Laptop – DaaS.
This consumer criteria entitles content to the Boxeo Service Exchange consumer. It is used to query the Service Exchange Connection table and is filtered with Boxeo as the consumer.
This consumer criteria entitles content to Service Exchange consumers that have an active contract where the Contract model is Print Solution and the Contract Type is Service Contract.