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CHI

Skeleton

Customer / household (or commercial holding) information used on the account — keep this page for the CHI process you use on the floor.

Skeleton page. Drop process notes, Kraken steps, and examples under each heading. Orange-dot pages in the nav still need filling.
Purpose

Customer / household (or commercial holding) information used on the account — keep this page for the CHI process you use on the floor.

Quick links

Add sheets, KO pages, Slack deep-links, forms.
• Link 1 — what it is used for
• Link 2 — who owns it

What CHI means here

Define the acronym as the team uses it.
Write steps, rules, exceptions, and who to ping.

When to update CHI

CoT, name change, occupancy.
Write steps, rules, exceptions, and who to ping.

Impact on billing

VAT, correspondence, vulnerability flags.
Write steps, rules, exceptions, and who to ping.

Kraken location

Which tab / fields.
Write steps, rules, exceptions, and who to ping.

Kraken checks

CheckWhat to look forIf wrong

FAQ

Common questions from the floor.
Q: …
A: …
Internal use only. Do not name Kraken or internal tools to customers. Updated 16 Sep 2026