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Enrollment Statuses

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Using ESG Billing System​

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Applied by System:​

  • Submission Not Sent: Connection Error: Unable to submit prospect.

  • Submitted: With Errors: Account submitted to ESG but ESG is returning an error response.

  • Pending: Enrollment submitted to ESG. Waiting for Answer.

  • Expired: When the contract end date is passed, the account is updated with this status by the system.

  • On Hold: Status used by the system when it cannot determine the account’s utility or cannot connect to the ESG Web Service.

  • Dropped: When the system establishes that an account has been dropped, its status is updated to reflect this situation.

  • Courtesy Plan Reassign Pending: New enrollment entry created to reflect the new courtesy plan that the account has.

  • Price Plan Update Pending: New enrollment entry created to reflect the new price plan update that the account has.

  • Accepted: Status used for an account that has a valid Service Start Date provided by ESG.

  • Archived: All the past service agreements that the customer has.

  • Renewal Pending: Status that applies to the new enrollment entry created for a renewed account.

  • Renewed: Status set by the System for an account which renewal enrollment has been created and has the “Renewal Pending” status.

Applied by Operators:​

  • New Enrollment Saved 

  • Submitted: Awaiting Response

  • Rejected

  • Cancelled

  • Rejected By ESG: Type 1

  • Rejected By ESG: Type 2

  • Rejected By ESG: Type 3 Not Sent

  • Rejected By ESG: Type 3 Sent

  • ~~Rejected By TransUnion ~~ Not being used at the moment

  • ~~Pending Deposit ~~Not being used at the moment

  • Renewal Accepted

  • Price Plan Update Accepted

  • Courtesy Plan Reassign Accepted

  • Price Plan Update Rejected

  • Price Plan Update Rescind

  • Courtesy Plan Reassign Rejected

  • Cancelled – Test Order

Using ECI Billing System​

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Applied by System:​

  • Enrollments are submitted to OpsAdmin in "New enrollment saved" status

    • OpsAdmin will instantly drop an XML file to ECI for processing

  • When .xml for new enrollment is dropped into FTP the status will change to "Submitted: Awaiting response"

    • This status will remain until Utility reports back to the Billing System

    • The status will then change to one of the Enrollment specific statuses (See end of this document for ECI known statuses)

    • These statuses will update within 15 minutes of ECI status update from Utility.

  • Submission Not Sent: Connection Error: Unable to submit the new prospect to ECI because of a connection issue.

  • Dropped: When the system establishes that an account has been dropped, its status is updated to reflect this situation.

  • On Hold - Quote Request: When a plan has been set to a Quote Request plan instead of a normal enrollment, all submissions for that plan will be returned as a On Hold - Quote Request. An email will be sent to the Customer Service department common email will that potential customers contact information along with plan information of the quote.

  • Expired: When the contract end date is passed, the account is updated with this status by the system. This is done by an OpsAdmin Service task.

  • Courtesy Plan Reassign Pending: New enrollment entry created to reflect the new courtesy plan that the account has. This happens when the operator performs a Courtesy Plan Reassign from the Customer Support area.

  • Price Plan Update Pending: New enrollment entry created to reflect the new price plan update that the account has. This happens when the operator performs a PPU from the Customer Support area.

  • Archived: All the past service agreements that the customer has.

  • Renewal Pending: Status that applies to the new enrollment entry created for a renewed account.

  • Renewed: Status set by the System for an account which renewal enrollment has been created and has the “Renewal Pending” status. This is a temporary status that the system will update to Archived once the contract start date for the new service agreement arrives.

  • Renewal/PPU/Courtesy Accepted: This status is set by a Web Service when ECI accepts/rejects this kind of transaction. Every half an hour OpsAdmin Service will check ECI through this web service to know the result of these transactions. 

Applied by Operators:​

  • Cancelled

  • Rejected By ESG: Type 1 - We are going to remove these.

  • Rejected By ESG: Type 2 - We are going to remove these.

  • Rejected By ESG: Type 3 Not Sent  - We are going to remove these.

  • Rejected By ESG: Type 3 Sent  - We are going to remove these.

  • ~~Rejected By TransUnion ~~ Not being used at the moment

  • ~~Pending Deposit ~~Not being used at the moment

  • Cancelled – Test Order

  • Submission Not Sent: Connection Error

  • Submitted: With Errors

  • On Hold

  • Accepted

Known ECI statuses​

  • Enrollment specific statuses

    • Pending - Status given when uploaded into enrollment list. On the other hand, this was the status being used by ESG OpsAdmin instance to show when an account has been successfully exported to P2C.

    • Requested - Status given when operations pushes to Utility

    • Closed - Status given when operations manually closes an enrollment

    • Rejected - Status given if enrollment is rejected by the utility

    • Accepted

  • Customer specific statuses - Statuses given once the enrollment has been accepted by the utility

    • Active - Status given to an active account

    • Dropped - Status given once an account has dropped