dim_rate_term_configuration


Description

Configuration of contract terms, extensions, cancellations and idle periods for a rate. This table details the rules governing the lifecycle of a contract associated with a specific rate, including initial duration, renewal policies, cancellation notice periods, and allowances for pausing the contract (idle periods).

Columns

Column Type Size Nulls Auto Default Children Parents Comments
rate_term_configuration_id int8 19 null
dim_rate_bundle_term.rate_term_configuration_id Implied Constraint R
dim_rate_term_payment_frequency.rate_term_configuration_id dim_rate_term_payment_frequency_rate_term_configuration_id_fkey R
fct_rate_term_payment_frequency_price.rate_term_configuration_id fct_rate_term_payment_frequency_price_rate_term_configuration_id_fkey R

Primary key of this table. System column calculated by the source System.
rate_id int8 19 √ null
dim_rate.rate_id dim_rate_term_configuration_rate_id_fkey R

The rate (tariff) to which these configuration rules apply.
term int4 10 √ null

The initial duration of the contract. Combined with term_unit, this defines the minimum commitment period.
term_unit varchar 256 √ null

The time unit for the initial contract duration. One of DAY, WEEK, MONTH, YEAR.
cancelation_period int4 10 √ null

The notice period required for cancellation before the term ends. Combined with cancelation_period_unit to specify the minimum notice period before contract end.
cancelation_period_unit varchar 256 √ null

The time unit for the cancellation notice period. One of DAY, WEEK, MONTH, YEAR.
extension_fixed_term int4 10 √ null

The duration by which the contract is automatically extended if not cancelled. Combined with extension_fixed_term_unit to define the renewal period length.
extension_fixed_term_unit varchar 256 √ null

The time unit for the automatic extension duration. One of DAY, WEEK, MONTH, YEAR.
extension_type varchar 256 √ null

The logic applied for contract extension. One of

  • NONE: no automatic renewal
  • SUBSEQUENT_RATE_DETAIL: a new contract is created at the end of the term
  • TERM_EXTENSION: the contract updates its end date by the fixed extension term
cancelation_strategy varchar 256 √ null

The strategy defining how cancellations are handled. One of:

  • TERM: contract ends at the end of the current term after the cancellation period
  • RECEIPT_DATE: contract ends on the receipt date plus the cancellation period
starter_package numeric 19,2 √ null

One-time setup fee charged when a contract is created. This is a monetary amount that can be 0 for no fee, or a positive value representing the enrollment/activation cost.
idle_period_name varchar 256 √ null

The name of the associated idle period configuration, describing the policy for pausing the contract (e.g., Standard Idle Period, TrainPlus Freeze).
idle_period_reference_period varchar 256 √ null

The reference period over which idle time limits are calculated. One of :

  • CONTRACT_YEAR: counts from the contract start date
  • CALENDAR_YEAR: uses calendar year boundaries
idle_period_max_term_per_reference_period int4 10 √ null

The maximum total duration of idle time allowed within a single reference period. Measured in the default temporal unit of the idle period configuration. NULL means no limit.
idle_period_max_consecutive_term int4 10 √ null

The maximum duration allowed for a single continuous idle period. Measured in the default temporal unit of the idle period configuration. NULL means no limit.
idle_period_submission_deadline_days int4 10 √ null

The minimum number of days in advance a customer must request an idle period before it can begin.
idle_period_type varchar 256 √ null

The effect of the idle period on the contract. One of CHARGE_FREE_WITHOUT_EXTENSION, CHARGE_FREE_WITH_EXTENSION, FULLY_CHARGED_WITH_EXTENSION, PARTIALLY_CHARGED_WITH_EXTENSION, PARTIALLY_CHARGED_WITHOUT_EXTENSION. CHARGE_FREE_WITH_EXTENSION extends the contract end date by the idle period duration at no cost, CHARGE_FREE_WITHOUT_EXTENSION pauses without extending the contract, FULLY_CHARGED charges the full amount during idle period, PARTIALLY_CHARGED applies a reduced charge.
idle_period_amount numeric 19,2 √ null

The cost charged to the customer for taking an idle period, if any. Amount in the organization units currency.
idle_period_entrance_lock bool 1 √ null

Indicates whether the customer is blocked from entering the studio during the idle period. True means no physical access allowed.
idle_period_unlimited_allowed bool 1 √ null

Indicates whether the customer is allowed an unlimited number of idle periods, overriding the max_term_per_reference_period and max_consecutive_term limits.
last_updated timestamptz 35 √ null

System column. UTC Timestamp at which entry was calculated (lags shortly behind source system).

Relationships

Close relationships within degrees of separation