Should the operator offer a different pack, check whether the service is working, wait, or do nothing at all?
A customer who bought a data pack every month for a year has bought nothing for six weeks. Nothing has broken and nobody has complained.
How one decision is made, from the signal to the record it leaves.
The signal
A regular buying pattern stops, and the gap passes the point where it stops looking like a pause.
What it may read
Recharge and pack purchase history
Recent data usage against the pack they were buying
Service quality at the locations they use
Contact permission and when they were last contacted
Open care or service cases
Options ranked
Offer a pack that matches how they actually use dataActMarketing consentContact frequencyFair valueMargin floorOpen service case
Discount the pack they were already buyingActMarketing consentContact frequencyFair valueMargin floorOpen service case
Check for a service or coverage problem firstInvestigate firstAlways available
Take no action, and record whyDo nothingAlways available
What can refuse it
Marketing consentHas this customer agreed to be contacted for offers, on this channel?Consent and preference system
Contact frequencyWould this exceed how often the customer may be contacted?Campaign management system
Fair valueDoes the proposed pack suit how much they actually use?Product catalogue and pricing
Margin floorDoes the incentive leave the action worth taking?Commercial finance
Open service caseIs there an unresolved fault or complaint on this account?Care and service management
Who acts
The operator's campaign management and charging systems. HeuriTel proposes the action and records it; neither the offer nor the charge happens anywhere else.
What is kept
The inputs used, and how fresh each one was
The eligibility rule and its version
Every option considered, with the reason it was allowed or refused
The option chosen, including when that was no action
The policy and consent checks, and their results
The named approver, where approval was required
The execution request and the receipt that came back
The comparison group the result will be measured against
What it does
Three things it helps you decide or do, each visible in the run below.
Understand why the buying pattern changed
Recent usage, recharge and contact history are read before anything is proposed, so a customer who has gone quiet and a customer with a service fault are told apart.
Marketing consentConsent and preference systemContact frequencyCampaign management systemFair valueProduct catalogue and pricingMargin floorCommercial financeOpen service caseCare and service management
Compare appropriate options and stop those that fail checks
A right-sized pack, a service check and no action are ranked together, and consent, contact frequency, fair value, margin and an open case can each refuse.
ContactedHoldoutOne measurement window
Keep the decision and explain how a pilot would measure its effect
Every run keeps its inputs, checks and outcome, and a pilot compares treated customers against a holdout before any value is claimed.
Run it
Recover a customer who has quietly stopped buying data packs
The records below are a sample and the figures are generic. Say which market you are in and they will fit it. Move any input and the checks, the ranking and the decision are computed again.
The customer, as the records have them
Customer · ILL-NEU-0001 · 36 months · Regular data buyer
Unchanged, as the sample records have it.
The decision
Offer a pack that matches how they actually use data
Their usage fits a smaller pack than the one they were buying. A fair-value match is more likely to be taken than a discount on the pack they already stopped buying.
Small weekly pack · 190 · 1.5 GB for 7 days · 72 margin after the incentive
Every check permits it, so the ranking chose the option worth the most to both sides.
The checks, and who owns each answer
Check
Result
Why
Marketing consentConsent and preference system
Permits
Consented on SMS.
Contact frequencyCampaign management system
Permits
Last contacted 25 days ago; the floor is 14.
Fair valueProduct catalogue and pricing
Permits
Using 41% of the pack they were buying, so a smaller pack is the fair match.
Margin floorCommercial finance
Permits
72 remains on Small weekly pack after the incentive.
Open service caseCare and service management
Permits
No unresolved case on this account.
The open-case check reads this market’s own records rather than a field on the customer, so it is not one of the controls.
Every option considered, including doing nothing
Offer a pack that matches how they actually use dataChosenPermitted
Small weekly pack · 190 · 72 margin
Discount the pack they were already buyingPermitted
Monthly pack · 900 · 290 margin
Check for a service or coverage problem firstPermitted
Take no action, and record whyPermitted
The customer’s outcome
A smaller weekly pack matching your recent usage is available. Reply 1 to accept.
Reply 0 to stop receiving these offers.
English · SMS
The failure this market demonstrates
Usage or care data has not refreshed inside the window the decision requires, so eligibility cannot be established.
No market has been configured, so usage and care data have no agreed freshness window. Eligibility cannot be established.
Remedy. No action is taken on stale context. The decision returns no-action with the source and its age named.
Handed to Data operations, with the source and freshness recorded.
A customer who is drifting away is cheaper to keep than to replace, and an offer sent over an unresolved fault costs more than it earns.
Desired result: Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails
Modelled not observed
A run on the sample records shows the decision, the checks it passed and the receipt the responsible system would return. No incremental value is modelled on this page.
Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain
Observed
Nothing yet. Measurement begins in a pilot’s validate stage, on your systems, against a comparison agreed first.
Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out
A saved run keeps the decision and its receipt: what was decided, which checks refused, and what the responsible system returned. It does not show incremental value. That needs the comparison above, over an agreed period, against a baseline finance has accepted.
The business side
The change
Accepted, provisioned save and incremental contribution.
Cohort definition, model version, policy decision, assignment and outcome.
Technical detail
Inputs, decision logic, systems touched, records kept.
Four questions an evaluation asks in a different order every time. Every field is the workbook’s own, unedited.
What would we need from your systems, and how much history?
Attributes required
customer_id
account_type
tenure_days
active_products
recharge_30d
usage_30d
revenue_30d
last_contact
consent_status
outcome_label
Also useful, not required
Network experience
digital clickstream
complaints
location cohort
household/account links
partner purchases
8-12 weeks of customer, usage, revenue, product, contact and outcome history; stable customer key; one executable channel
How is the action chosen, and what stops it?
Actions it may choose between
Offer
service message
reward
channel change
human follow-up
suppress
do nothing
Conditions that stop execution
No consent
ineligible product
price/catalogue mismatch
contact cap
credit/fraud block
channel unavailable
control assignment
Fail closed on eligibility/consent/price; queue retryable events; do not duplicate orders; route exception to campaign operations
What does it connect to, and what stays authoritative?
Your systems involved
CRM/CDP
campaign manager
product catalogue
OCS
order management
billing
consent registry
Interfaces
Customer/profile API
catalogue/eligibility API
campaign API
charging/order API
consent API
outcome event API
Channels
SMS
USSD
app
web
WhatsApp
outbound call
agent desktop
Charging, billing, catalogue, consent and order systems remain authoritative; HeuriTel decides only within approved policy.
What is kept, and how would a claim be tested?
Evidence required
Decision log
eligibility snapshot
price/order response
delivery receipt
control assignment
revenue/outcome ledger
The measures
Eligible population
treatment rate
conversion
incremental revenue
ARPU
churn
contact rate
margin
opt-out
decision latency
Privacy and regulation
Purpose limitation
consent and suppression
data minimisation
retention
explainability for material customer effects
local marketing rules
Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out
The 22 definitions underneath
22 in this product
HeuriTel CVMDecision definitionHT-0001
Identify eligible records for cvm, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0001
HeuriTel Customer 360Decision definitionHT-0002
Identify eligible records for customer 360, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for customer segmentation, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for micro-segmentation, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for customer lifecycle, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0005
HeuriTel Next Best ActionDecision definitionHT-0006
Rank eligible commercial or service actions for each customer, including do nothing, under consent, contact, margin and product rules.
/d/HT-0006
HeuriTel Next Best OfferDecision definitionHT-0007
Rank only offers the customer can buy and the operator can fulfil, then capture order, margin and incremental conversion.
Identify customers with a defined near-term churn risk, select only economically justified retention actions, and measure incremental saves against a holdout.
/d/HT-0008
HeuriTel RetentionDecision definitionHT-0009
Identify eligible records for retention, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0009
HeuriTel Win-BackDecision definitionHT-0010
Identify eligible records for win-back, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for dormant customer reactivation, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for customer lifetime value, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0012
HeuriTel ARPU GrowthDecision definitionHT-0013
Identify eligible records for arpu growth, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0013
HeuriTel UpsellDecision definitionHT-0014
Identify eligible records for upsell, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0014
HeuriTel Cross-SellDecision definitionHT-0015
Identify eligible records for cross-sell, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for prepaid-to-postpaid migration, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for high-value customer management, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0017
HeuriTel New Customer OnboardingDecision definitionHT-0018
Identify eligible records for new customer onboarding, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
/d/HT-0018
HeuriTel Usage GrowthDecision definitionHT-0019
Identify eligible records for usage growth, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Identify eligible records for share-of-wallet growth, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Use customer affordability, usage, renewal and margin data to improve recharge-to-usage conversion while controlling cannibalisation and measuring incremental value.
/d/HT-0021
HeuriTel Customer Value MigrationDecision definitionHT-0022
Identify eligible records for customer value migration, choose from approved actions including no action, execute through the system of record, and measure the agreed business outcome.
Four stages, and what has to be true before the next one starts.
12-16 weeks to pilot; 2-4 additional weeks per market after reusable interfaces exist. A team of 8 roles, named in the record rather than promised.
01
Scope
One use case, one value unit and a denominator finance has agreed to. Without these there is nothing a later result can be compared against.
Confirm value unit
select use case
baseline denominator
02
Connect
The attributes mapped from your systems, and the decision and outcome interfaces working in both directions.
map attributes
integrate decision and outcome APIs
03
Validate
Eligibility agreed, a dry run with nothing sent, then a controlled pilot with a holdout that is actually respected.
build eligibility
dry run
controlled pilot
04
Operate
The live loop: decide, check, execute through your systems, capture what came back, and measure against the control.
Ingest
qualify
score
apply limits/consent
assign control
execute approved action
capture delivery and business outcome
monitor/retrain
Who does it. 1 telecom product lead · 1 CVM specialist · 1 data engineer · 1 ML engineer · 1 integration developer · 0.5 QA · 0.5 DevSecOps · 1 deployment coordinator
Four states are tracked, and each is assessed against your systems.
Readiness is assessed per client: nothing is offered as pilot-ready until your data, your integration and your authority have been checked.
Readiness
Needs client data and integration review
The client’s data and integration position.Runtime / build state
Target product definition
What exists as running software.Surface state
Not audited
Whether this product shows the entry anywhere.Client status
Not assessed
Where a named client has reached.
Next steps from here.
22 definitions sit under Customer Growth & CVM. The two links that matter first are the journey this page has been running a piece of, and the rest of the family it belongs to.