Plan configuration
Plan change rules, retirement behavior, required data inputs, and carrier-specific fields.
Plan configuration defines how plans are created, changed, and maintained over time.
This includes BAU upgrade/downgrade behavior, retirement patterns (grandfathering), and the fields required for Verizon and AT&T plans.
Plan changes (upgrade, downgrade, SIM change)
Upgrades can take effect immediately, with a pro-rated charge.
Downgrades always start on the next billing cycle.
Pre-activation rules
Upgrade
Immediate
$0
Plan provisions immediately before activation.
Downgrade
Scheduled (bill reset)
$0
Takes effect on the bill reset date. Request can be made any time.
SIM → SIM
Allowed
$0
Shipping applies for physical SIM.
SIM → eSIM
Allowed
$0
No shipment.
eSIM → SIM
Allowed
$0
Shipping applies for physical SIM.
eSIM → eSIM
Allowed
$0
No shipment.
Post-activation rules
Upgrade now
Immediate
MRC differential
Customer pays the pro-rated MRC difference upfront.
Upgrade later
Next billing cycle
$0 now
Scheduled change. Charges apply next cycle.
Downgrade
Next billing cycle only
NA
Immediate downgrades are not supported.
SIM change
Allowed
$0 + shipping
All SIM ↔ eSIM combinations are supported. Shipping applies for physical SIM.
Retiring plans (grandfathering)
Grandfathering lets existing customers stay on a retired plan.
New customers cannot select it.
Grandfathering behavior can vary by brand requirements.
Any deviation from BAU is treated as custom work.
Behavior by customer line status
Purchase pending
Plan is provisional until purchase completes.
Payment pending
Web: customer returns to homepage to reselect a plan. RC: agent helps complete purchase.
Activation / port-in in progress
Service remains on the existing plan. Changes wait until activation/port completes.
Active lines
Customer stays on the current plan. If old/new plans are equal-priced, only Upgrade later is allowed.
Restoration / reconnection
Customer returns to the same legacy plan. Prior state is retained.
Operational rules
Where it appears
Not selectable on RC, Web, or App. It may show only as the customer’s current plan.
Agent guidance
Agents must not offer or recommend grandfathered plans.
Promotions
Existing promos continue only while the customer stays on that plan. Do not launch new promos on retired plans.
Plan change lock
Once a customer leaves a grandfathered plan, they cannot pick it again.
Future restrictions
Any forced restriction/migration requires brand + platform approval and customer comms.
Nutrition label access
The plan’s nutrition label must remain accessible while customers remain on the plan.
Forced migration (custom work)
Forced migration means moving customers to a new plan when grandfathering is not viable.
It is always treated as custom work.
Brand must provide a 1:1 mapping for every impacted plan: old plan → new plan.
When forced migration may be approved
Regulatory / compliance
Required to meet legal or compliance obligations.
Technology changes
Network or platform changes prevent continued support.
Plan retirement
Formal portfolio rationalization decisions.
Commercial strategy
Approved strategy with customer-impact mitigation.
When forced migration must not be used
Plans can be safely grandfathered
Use standard grandfathering.
Customers can choose voluntarily
Preserve customer choice through BAU upgrade/downgrade flows.
Pricing/promos/features only
Not enough to justify forced migration.
BAU flows work
Exhaust BAU options first.
SOP by customer line status
Purchase pending
New plan applies immediately. New rates take effect right away.
Payment pending
Plan force-changes to the new plan. New rates apply.
Activation pending
Plan force-changes before activation. Paid MIA: brand absorbs one month cost. Non-paid MIA: collect updated payment before continuing.
Activation/port-in in progress or active
Change applies next billing cycle. Immediate change occurs if the customer later triggers another plan change.
Restoration / reconnection
Outstanding dues must be cleared for involuntary cases. Customer continues the previous plan after reconnection.
Nutrition label (Broadband Facts)
Every plan must have a nutrition label.
Update the label any time pricing, data, fees, or other disclosed attributes change.
New plan launch
Create a new nutrition label for every new plan.
Plan modification
Create a new label when any attribute changes.
New fees introduced
Update labels when platform fees or one-time charges change.
Grandfathered plans
Keep the label accessible while customers remain on the plan.
Partial updates
Update only impacted sections. Leave the rest unchanged.
Plan identifier
Each update creates a new unique plan identifier for tracking and compliance.
Verizon plan fields
Verizon tracks hotspot separately from on-device mobile data.
Step 1 — identity and basics
Plan Name
Mandatory
Text, max 15 chars
Customer-facing name across Web/App/RC.
Voice & Text
Mandatory
Unlimited
BAU Verizon plans use unlimited voice & text.
Data Type
Mandatory
Unlimited / Capped
Unlimited throttles after quota. Capped stops at the limit.
Base MRC ($)
Mandatory
Numeric (USD)
Retail monthly price before discounts.
Step 2 — data volumes and streaming
Total Data Volume (GB)
Mandatory
Numeric (GB)
Overall ceiling. Combined total across mobile + hotspot.
High Speed Data Volume (GB)
Optional
Numeric (GB)
Premium-speed quota before throttling.
Hotspot Data Volume (GB)
Optional
Numeric (GB)
Hotspot bucket tracked separately on Verizon.
Streaming Resolution
Optional
480p / 720p / 1080p / 4K / 8K
BAU: 720p (4G) / 4K (5G).
Step 3 — throttling and cut-off
High Speed Data Throttle
Optional
Yes / No
Reduce speeds after high-speed quota.
High Speed Data Cut-Off
Optional
Yes / No
Restrict data once total volume is reached.
Hotspot Data Throttle
Optional
Yes / No
Not BAU. Speeds: 64 Kbps, 1, 1.5, 3 Mbps.
Hotspot Data Cut-Off
Optional
Yes / No
Restrict hotspot once hotspot volume is reached.
Throttled Speed
Optional
64/128/256 Kbps; 1/1.5/3/5/30/400 Mbps
BAU default is 256 Kbps.
Step 4 — bundle and discount pricing
Residential Bundle Discount ($)
Optional
Numeric (USD)
Requires Product Bundle API integration.
Base MRC After Bundle Discount ($)
Optional
Numeric (USD)
Base MRC − bundle discount.
Employee Bundle Discount ($)
Optional
Numeric (USD)
Requires Employee Pricing API integration.
Employee Bundle MRC ($)
Optional
Numeric (USD)
Base MRC − employee discount.
SMB Bundle Discount ($)
Optional
Numeric (USD)
Requires SMB Pricing API integration.
SMB Bundle MRC ($)
Optional
Numeric (USD)
Base MRC − SMB discount.
Questions or clarification? Reach out to your respective account manager or email at [email protected]
AT&T plan fields
AT&T uses a combined data bucket for mobile and hotspot.
Visual voicemail is mandatory for all AT&T plans.
Step 1 — identity and basics
Plan Name
Mandatory
Text, max 15 chars
Customer-facing name across Web/App/RC.
Voice & Text
Mandatory
Unlimited
BAU AT&T plans use unlimited voice & text.
Data Type
Mandatory
Unlimited / Capped
Unlimited throttles after quota. Capped stops at the limit.
Base MRC ($)
Mandatory
Numeric (USD)
Retail monthly price before discounts.
Step 2 — data volumes and streaming
Total Data Volume (GB)
Mandatory
Numeric (GB)
Overall ceiling for mobile + hotspot combined.
Mobile Only Data Volume (GB)
Mandatory
Numeric (GB)
High-speed quota for on-device usage.
Mobile + Hotspot Data Volume (GB)
Mandatory
Numeric (GB)
Combined bucket. Example: 40 GB mobile + 10 GB hotspot = 50 GB total.
Streaming Resolution
Mandatory
480p (SD) / 720p (HD)
BAU default is SD (480p).
Visual Voicemail
Mandatory
Yes / No
Mandatory for all AT&T plans. If disabled, standard voicemail applies.
Step 3 — throttling and cut-off
Data Throttle
Optional
Yes / No
Reduce speeds after high-speed usage.
Throttled Speed
Conditional
128/256/512 Kbps; 1.5/3 Mbps
Required when Data Throttle = Yes. BAU default is 256 Kbps.
Data Cut-Off
Optional
Yes / No
Restrict data once total volume is reached.
Step 4 — bundle and discount pricing
Residential Bundle Discount ($)
Optional
Numeric (USD)
Requires Product Bundle API integration.
Base MRC After Bundle Discount ($)
Optional
Numeric (USD)
Base MRC − bundle discount.
Employee Bundle Discount ($)
Optional
Numeric (USD)
Requires Employee Pricing API integration.
Employee Bundle MRC ($)
Optional
Numeric (USD)
Base MRC − employee discount.
SMB Bundle Discount ($)
Optional
Numeric (USD)
Requires SMB Pricing API integration.
SMB Bundle MRC ($)
Optional
Numeric (USD)
Base MRC − SMB discount.
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