AGS TE List Enhancements Phase 2

Enhancement Criteria

• DT+PE Mobile Pay (Is there any other mobile payment method?)

• License renewal

• Phone

  • This this probably not in Principal and needs be added

  • This is not a necessary requirement to complete phase 2

• Subscriber email (Online)

• Processing volumes with Stripe

  • 30-day, 1-year, lifetime

  • principal.processing_daily_not_te DONE

• Add online school id and QB link DONE

• Add total center revenue (aka total payments to center)

  • We have this for desktop cloud in principal.center_ledger_payments_daily_summary

  • We can/should add this for Online… it is not challenging. It is in the parent_payments table.

  • Also % of total that are agency payments (aka subsidy revenue)

• Find filter for divorcees (drops)

  • Get clarification

• Add TE do not call field

• Filter for inactive centers in primary platform (filter by center_is_active_status = true and center_has_activity_30_day = true)

• Add account name to center

• Add account AGS to filters

• Create a data dictionary

  • Excel spreadsheet with definition of each field

  • Brian may have some existing work that helps with this

• Related open opportunity info

  • Brian has the work in principal almost done

• Online free tier status

• Add attribute with more Online subscription info

  • Per month or per kid

  • Monthly rate

  • Online or offline billing

David S - Solve for this in phase 2I see there are 1.2k SCW locations most of which are enterprise.  Is there a quick and easy means to identify how many clients these locations represent (ie: 100 clients with 1.2k locations, etc) - right now provided distinct count root customer name (85)