Upgrading Plans
When a subscription changes — whether it is an upgrade, downgrade, or modification — Billing (PBM) automatically updates the affected plan capabilities. This page explains what causes an update and how changes propagate through the billing layers.
What causes an update
Entitlements are updated whenever the underlying subscription or configuration changes. The following events cause an update:
| Event | What is updated |
|---|---|
| Tenant subscription created, changed, or cancelled | Tenant plan capabilities for that tenant |
| Customer subscription created, changed, or cancelled | Customer plan capabilities for that customer |
| Feature catalogue entry changed by Raytio | All tenants or customers subscribed to the affected item |
| Override created, modified, or removed | Entitlements for the affected tenant or customer |
| Override reaches its end date (daily process) | Entitlements for the affected tenant or customer |
How changes propagate
Tenant subscription changes
When a tenant's own subscription changes (e.g. upgrading from a Basic plan to a Professional plan):
- The subscription change is recorded.
- Tenant plan capabilities are updated — the system combines all active subscriptions, applies any overrides, and resolves the new entitlement values.
- The platform ceiling still applies. If the new plan grants a higher limit than the platform ceiling, the effective limit remains at the platform ceiling.
- The change takes effect immediately.
Customer subscription changes
When a customer's subscription within a tenant changes:
- The subscription change is recorded.
- Customer plan capabilities are updated for that customer — the system combines the customer's active subscriptions, applies any customer-level overrides, and resolves the new values.
- Other customers in the same tenant are unaffected.
- The change takes effect immediately.
Platform (Raytio) subscription changes
When a tenant's subscription with Raytio changes:
- The subscription change is recorded by Raytio.
- The resolved entitlements are applied as platform plan limits for the managed tenant.
- The managed tenant's tenant plan capabilities are then re-evaluated against the new platform ceiling.
- If the new platform ceiling is lower than the tenant's current configuration, the effective tenant capabilities are reduced to the ceiling.
Downgrades
When a subscription is downgraded (lower limits or fewer features):
- Plan capabilities are updated to reflect the lower values.
- Existing resources are not automatically deleted. If a customer has 15 application instances and their limit drops to 10, the existing 15 instances remain. However, the customer cannot create new instances until they are below the new limit.
- This approach prevents data loss on downgrade while still enforcing the new limits going forward.
Timing
Plan capability updates happen immediately when a subscription changes — there is no delay between a subscription change and the new entitlements taking effect.
Multiple subscriptions
A tenant or customer can have multiple active subscriptions simultaneously. When plan capabilities are updated, the system combines all active subscriptions:
- Boolean features: if any subscription grants the feature, the resolved value is enabled.
- Numeric limits: the values from all subscriptions are summed. For example, if Subscription A grants 5 active application instances and Subscription B grants 3, the resolved limit is 8.
Overrides are applied after this combination and take precedence over the subscription-derived value. See Overrides and Trials for details.