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Contents
Title and Copyright Information
Preface
Audience
Accessing Oracle Communications Documentation
Documentation Accessibility
Document Revision History
Part I Registering and Managing Customers
1
About Registering Customers
About Registration
Ways to Register Customers
Choosing a Registration Method
Ways to Implement a Web Interface
About CSR Registration
Sending Messages to Your Customers at Registration
About Business and Consumer Accounts
Modifying Products at Account Creation
Setting the Status of a New Product
How BRM Creates Accounts
Creating an Account
Creating Customer's Collections Profiles at the Time of Customer Account Creation
About Creating Multiple Accounts in One Transaction
About Creating Accounts with Backdated Services or Resources
Enabling the Business Parameter to Allow Backdated Services and Resources
About Backdated Account Creation
How Cycle Fees Are Calculated for Backdated Account Creation
Backdating Account Creation
Modifying an Account
Changing a Bill's Payment Method
Creating Services
Modifying Services
Deleting Accounts
2
About Managing Customers
About Accounts
About Accounts and Services
About Account Balances
About Account Locking
Making Notes about Customers
Creating and Reviewing Notes in Customer Center
Creating General Account Notes
Creating Notes about Specific Actions
Displaying Notes in Customer Center
Storing a Summary of Activities Performed on an Account
About News Feed
Enabling News Feed
Loading Localized and Customized Strings for News Feed
Loading Customized Strings for News Feed
About Customizing News Feed
Customizing the List of Reasons for Account Changes
About Finding Accounts
How Searching Handles Text Characters
Customizing Search
Finding Customer Accounts Using Opcodes
About Exporting Customer Information to a Non-BRM Database
Typical Customer Management Tasks
What Your CSRs Need to Know about BRM Customer Management
About Maintaining an Audit Trail of BRM Activity
About Using Audit Trails
About Accessing Audit Trails
About Customer Center
Who Uses Customer Center?
Customizing Customer Center
About Using Customer Center
Summary Tab
Balance Tab
Payments Tab
Product Tab
Service Tab
Hierarchy Tab
Sponsorship Tab
About Event Browser
About Dumping and Validating Account-Related Information
About ADU Account Search
About ADU Account Dump
Limiting Dump Information by Specifying a Date Range
About Account Data Validation
Configuring ADU
About Securing Sensitive Customer Data with Masking
Enabling Data Masking
Masking Sensitive Data in Logs When Using Client Applications
Masking Additional Fields in Client Application Logs
3
Customizing Registration
Standard Registration Information
Limitations for Entering Account Data
How BRM Uses the Customer's Language Setting
Specifying How to Validate Customer Contact Information
Specifying the Valid Login Name Format
Specifying the Valid Password Format
Specifying the Valid Telephone Number Format
Specifying the US State Format
Specifying the ZIP Code Format
Specifying the Salutation Format
Specifying which Information is Required for Registration
Validating Data from Account Creation Applications
Credit Card Validation and Charge Options
Specifying the Account That Records Credit Card Validations
Allowing Registration without a Credit Card
Validating Credit Cards at Registration
Allowing Registration without Credit Card Validation
Revalidating Credit Cards
Charging Customers at Registration
Which Fees are Charged at Registration
How General Ledger Revenue is Reported for Registration Charges
Customizing whether to Charge at Registration
Replacing Credit Card Numbers with Tokens at Registration
Specifying Customer Account Defaults
Specifying the Default Account Currency
Specifying the Default Country
Changing the Account Number Format
Defining Customer Email Domain Names
Specifying the Valid Expiration-Date Format
Specifying the Maximum Number of Months Allowed in Billing Cycles
Allowing Accounts To Be Created with Backdated Services or Resources
Controlling which Plans and Deals Are Available to Customers
Options for Presenting Plans and Deals
Modifying Deals During Registration
Changing Plan and Deal Names and Descriptions
Creating New Registration Fields
Checking for Duplicate Registrations
Validating Registration Numbers
Encrypting Customer Data
Exporting Registration Information to a Non-BRM Database
Customizing Automatic Account Creation (AAC) Information
Creating Hooks to External Programs
Adding Custom Account Creation Steps before the Account Is Committed
Adding Custom Account Creation Steps after the Account Is Committed
Sending a Welcome Email Message
Sending Account Information to Your Application when an Account is Created
Sending Account Information to Your Application when an Account is Modified
Returning a Point-of-Presence (POP) List
Creating Accounts in a Multischema System
Getting a List of Database Schemas
Selecting a Database Schema
4
Setting Up Customer Self Care with Self-Care Manager
About Self-Care Manager
Supported Application Servers
About Customizing Self-Care Manager
About Currencies
Installing Self-Care Manager
Configuring the Application Server
Setting up Apache Tomcat
Requirements
Deploying Your Application with Apache Tomcat
Setting Up Oracle WebLogic
Requirements
Deploying Your Application with Oracle WebLogic
Setting Up IBM WebSphere
Requirements
Deploying Your Application with IBM WebSphere
Uninstalling Self-Care Manager
Deploying Self-Care Manager
Supporting Localized Versions of Self-Care Manager
Using Self-Care Manager
Setting Connection Parameters
Specifying which Plan List to Display
Setting the Timeout
Enabling a Single Login for Multiple Services
Optimizing Self-Care Manager Connection Pool Performance
Adding a Service to the Self-Care Manager Home Page
Troubleshooting Self-Care Manager
Using the Default HTML Web Pages
Logging In
Accessing Account Information
Finding or Searching for and Viewing Events
Applying Voucher Top-Ups
Viewing Resource Reservation Details
Viewing Invoices
Viewing Account Activity
Viewing Products Purchased
Paying Bills Online
Viewing Service Details for a Bill Unit
Viewing Bill Units in an Account
Changing Login Name, Password, or Account Status
Changing Web pages
Editing Self-Care Manager Files
Editing JSPs
Modifying the Self-Care Manager WAR File
Files Used by Self-Care Manager
JSPs Used by Self-Care Manager
HTML Pages Used by Self-Care Manager
Other Files Used by Self-Care Manager
5
Sending Registration Information to Customers
About Communicating with Your Customers
Sending Welcome Messages to Customers
Enabling the Welcome Message
Customizing the Welcome Message Text
Disabling the Welcome Message
Using Variables to Insert Information into the Welcome Message
Changing the Welcome Message Subject Line
Changing the Welcome Message Sender Address
Specifying the Welcome Message Location
Setting Up Introductory Messages
Customizing the Introductory Message
Using Variables to Insert Information into the Introductory Message
Changing the Introductory Message Location
Specifying an Introductory Message
About the Email DM Opcodes
Using Multiple Welcome and Introductory Messages
6
Managing Customer Contact Information
Managing Customer Contact Information
Specifying Multiple Account Contacts
Allowing Customers to Change Account Information
Specifying an Invoice Contact
Displaying Information Received from Web Registration
Managing Name and Address Information in Your Custom Application
Customizing Name and Address Information
Creating Custom Country Aliases to Use in Client Applications
Specifying the Default Country
Managing and Customizing Locale Information
About Collecting Nonstandard Account Information
Managing and Customizing Profiles
Searching for Account Profile Information
7
Managing Customer Authentication
About Customer Authentication and Authorization
About Login Names and Passwords
About Encrypting Customer Passwords
About Customer Security Codes
Assigning New Login Names and Passwords
Changing Login Names
Changing Passwords
Replacing Lost Passwords
Using Customer Security Codes
Assigning New Security Codes
Setting Up Login Name and Password Defaults
Assigning Passwords Automatically
Standardizing Account Names
Defining Email Login Names
Detecting Duplicate Logins
Customizing Login Names
Customizing Login Names
Requiring Login Names for Email and IP Services
Creating Logins for Prepaid Services
Creating Logins for Email Services
Creating Passwords
Customizing Passwords
Implementing Password Encryption
Creating Passwords for Prepaid Services
Customizing Password Expiration
Tracking Customer Authentication and Authorization Records
Specifying and Loading Verification Preferences
Specifying the Account That Records Login Failures
Viewing Login Failures
Authenticating Customers by Using Your Custom Application
Authenticating User Actions
Finding a Customer's Account Information
Customizing Authentication Checks
Enabling Duplicate Session Checking
8
Creating and Managing Customer Segments
About Customer Segments
Defining Customer Segments in BRM
Editing the pin_customer_segment.xml File
Loading Customer Segments into BRM
Validating the pin_customer_segment.xml File
Implementing Customer Segment Information
9
Managing Customer Billing Information
Changing Invoice Information
Changing Credit Card Information
Changing Direct Debit Information
Changing a Customer's Payment Method
About Changing an Account's Bill Unit to the Nonpaying (Subordinate) Payment Method
About Changing a Closed Child Account's Bill Unit to the Nonpaying (Subordinate) Payment Method
Changing the List of Payment Methods
Customizing Customer Payment Information
Customizing Payment Method Data Preparation
Specifying the Payment Processor Vendor
Customizing Payment Method Validation
Default /payinfo Validation
CVV2/CID Fraud Prevention Functionality
Verifying the Maximum Number of CVV2 Digits
Disabling the Credit Card Checksum
Customizing the Banking Information for US and Canadian Direct Debit
Customizing the Account Used for Credit Card Validation
Customizing Payment Methods
Understanding Payment Methods
Updating the /config/payment Object
Creating a New /config/payment Object
Viewing Payment Information for a Custom Payment Method
Using the Undefined Payment Method
Changing a Customer's Billing Type
Changing a Customer's Billing Day of Month
Prorating Fees for a Partial Cycle
Changing a Customer's Billing Cycle Length
Changing a Customer's Bill Due Date
Changing a Customer's Credit Limit
Handling Credit Limit Conflicts
Ignoring Credit Limits during the Rating Process
Configuring the System-Wide Override Credit Limit
Changing a Customer's Credit Threshold
About Setting Credit Threshold Values
About Alerting Customers When Credit Thresholds Are Breached
When Credit Thresholds Are Checked
About Credit Limit and Threshold Checking during Real-Time Rating
About Credit Limit and Threshold Checking during Batch Rating
About the Format of the XML Output File Name
About Loading Notifications from Pipeline Manager to BRM
Customizing Client Applications to Modify Fixed Thresholds
Configuring Event Notification for Threshold Checking
Setting Up the Batch Rating Process to Perform Threshold Checking
Enabling Threshold Checking in Pipeline Manager
Configuring Batch Controller to Run load_notification_event
Configuring Pipeline Manager to Perform Threshold Checking
Customizing Credit Limits and Resource Consumption Rules
How BRM Handles Consumption Rules and Credit Limits
Changing Tax Exemption Information
Adding or Changing a VAT Registration Number
Securing Billing Information with Data Masking
10
Managing Business Profiles
About Business Profiles
About Validation Templates
About Using iScripts to Validate Objects for Business Profiles
About the Business Profile Configuration File
About Assigning Bill Units to Business Profiles
Setting Up Business Profiles and Validation Templates
Editing the Business Profile Configuration File
Defining Business Profiles
Modifying Business Profiles
Deleting Business Profiles
Defining Validation Templates
Using iScripts in Validation Templates
Modifying Validation Templates
Deleting Validation Templates
Validating Your Business Profile Configuration File Edits
Assigning Bill Units to Business Profiles
Changing a Bill Unit's Business Profile
Getting Information about an Object's Business Profile
11
Managing Customers' Services and Products
Displaying Deal, Product, and Service Information
Managing Services
About BRM Service Names
About Optional and Required Service Types
About Closing a Required Service
Adding Services to an Account
Activating and Inactivating Services
Changing How Services Function
Controlling Service Usage
Managing GSM Service Provisioning
Managing Products
Purchasing Products
Handling Purchase, Cycle, and Usage Start and End Times
About Delayed Cycle Start and End Times
Applying Purchase and Cycle Fees to the Balance
Applying Deferred Product Purchase Fees
Enabling Product Purchases from Closed or Inactive Accounts
How Products Are Purchased
Improving Product Purchase Performance
Modifying Products
Changing Product Status
Changing Product Quantity
Setting Start and End Dates
Changing the Purchase, Usage, and Cycle Start and End Times
Calculating the Cycle Forward Fee
Calculating the Cycle Arrears Fee
Cycle Arrears Product Limitations
How Products Are Modified
Managing Product Provisioning
Customizing Provisioning When a Product Is Purchased
Getting a List of Provisioning Tags
Customizing Provisioning When Canceling a Product
Upgrading Products
Canceling Products
About Cycle Forward Fees and Product Cancellation
About Free Resources and Product Cancellation
Canceling Products by Closing the Account
Canceling Products without Charging a Cancel Fee
Canceling a Product
Including Event Adjustments in Product Cancellation Refunds
Charging for Overuse of Free Resources during Product Cancellation
Rating Delayed Events for Canceled Products
Calculating Conditional Discounts When Canceling a Product
Specifying to Delete Canceled Products
How Products Are Canceled
Customizing Product Cancellation
Customizing Product Pricing
Overriding a Product Price
Providing Product Discounts
Modifying Rates and Price Models in a Product
How BRM Stores Customized Product Data
About Customized Product Validity
How BRM Cancels Base and Customized Products
How BRM Rates Events with Customized Products
Managing Discounts
Purchasing Discounts
About Purchasing Discounts in Mid Cycle
How Discounts Are Purchased
Validating Discount Dependencies
Canceling Discounts
Canceling Resource Sharing Group Owner Discounts
Rating Delayed Events for a Canceled Discount
About Canceling a Discount in Mid Cycle
Specifying to Delete Canceled Discounts
How Discounts Are Canceled
Customizing Discount Cancellation
Modifying Discount Attributes
Changing Discount Quantity
Setting Discount Status
Setting Discount Purchase, Cycle, and Usage Start and End Times
How Purchase, Cycle, and Usage Validity Is Modified
Customizing Snowball Discounts
Managing Deals
Purchasing Deals
How Deals Are Purchased
Managing Purchase, Cycle, and Usage Validity Periods of Products and Discounts
Modifying Deals
Validating Changes to Deals
How Deals Are Modified
Transitioning Deals
Validating Deal Transitions
How Deals Are Transitioned
Customizing Deal Transitions
Defining Deal Dependencies
About Deal Dependencies
Enabling Deal Dependencies Validation
How Deal Dependencies Are Validated
Deal Dependency Validations Involving Inactive or Canceled Products or Discounts
How BRM Acts on Deal Dependencies for Inactive or Canceled Products and Discounts
Enabling Deal Dependency Validations for Inactive or Canceled Products and Discounts
Canceling Deals
How Deals Are Canceled
Managing Plans
About Plan Transitions in BRM
Factors to Note about Plan Transitions in BRM
About Defining Plan Transition Rules in Pricing Center
About Providing Transition Rules Using Policy Opcode
How BRM Transitions Accounts from Source Plans to Target Plans
Customizing Plan Transitions without Configuring /transition Objects
Customizing Account-Level Deals during Plan Transitions
Defining a Generation Change for Plans
How a Generation Change Works
Configuring Services for a Generation Change
About Backdating Subscription Actions
About Backdating Beyond the G/L Posting Date
How Effective Time Is Used to Validate Backdating Operations
Rerating of Events for the Backdated Period
About Backdated Product, Discount, Deal, or Plan Purchase
How Sub-balance Buckets Are Created for Backdated Product Purchase
How Cycle Fees Are Calculated for Backdated Purchase or Activation
Backdating a Product, Discount, Deal or Plan Purchase
About Backdated Product, Discount, or Deal Cancellation
How Cycle Fees Are Calculated for Backdated Cancellation or Inactivation
How Earned and Unearned Revenue Is Set for Backdated Period
Backdating a Product, Discount, or Deal Cancellation
Getting Data about Deals, Products, Discounts, and Services
Getting Plans, Deals, and Products for Purchase
Getting a List of Deals, Products, Discounts, and Services
Getting a List of Plans and Deals That an Account Owns
Reading Data for All Valid Purchased Products and Discounts
Finding Events Associated with Deals, Products, Discounts, and Services
Retrieving Product Details
Creating Customized /Product Objects
Validation Rules for Products, Discounts, Deals, and Plans
Creating Custom Transition Types for Deals and Plans
Transition Type API Considerations
12
Changing Account and Service Status
About Activating, Inactivating, and Closing Accounts
Account and Service Status
Product and Discount Status
About Backdated Status Change
How Cycle Fees are Calculated for Backdated Status Change
Backdating Status Changes
About Status Changes and Balance Impacts
Billing Inactive Accounts
About Rating and Service Status
About Plan Transitions and Service Status
Setting Permissions for Changing Account Status
Scheduling Status Changes in Advance
Automatically Inactivating and Closing Accounts
Inactivating and Closing Accounts in Hierarchical Groups
Reusing Login Names and Passwords from Closed Accounts or Canceled Services
Changing Purchase, Usage and Cycle Start Time for Reactivated Products and Discounts
Allowing Active Services with Inactive Accounts
How BRM Changes Product Status
How BRM Changes Discount Status
Setting Account, Service, and Bill Unit Status by Using Your Custom Application
Changing the Status of an Account, Bill Unit, or Service
PIN_FLD_STATUS Field Values
PIN_FLD_STATUS_FLAG Field Values
Deferred Actions
Setting, Resetting, or Unsetting a Deferred CLOSE
Customizing Status Changes
Inactivating Accounts that Exceed a Specified Limit
Managing Deferred Actions
Displaying Deferred Actions in Customer Center
Managing Deferred Actions in Your Custom Application
Scheduling Deferred Actions
Modifying Deferred Action Descriptions
Deleting Deferred Actions
Executing Deferred Actions
Performing Policy Checks before Scheduling Deferred Actions
13
Managing Service Life Cycles
About Service Life Cycles
About Using Custom Service Life Cycles
Setting Up BRM to Support Custom Service Life Cycles
Enabling BRM to Use Custom Service Life Cycles
Enabling load_config to Validate SLM Configuration Files
Adding SLM Entries to the CM pin.conf File
About Creating Custom Service Life Cycles
About Triggering State Changes in Custom Service Life Cycles
About Configuring Business Rules for Custom Service Life Cycles
Creating Custom Service Life Cycles
About the Service Life Cycle Configuration File
Modifying Custom Service Life Cycles
Deleting Custom Service Life Cycles
About Mapping States to Statuses
About the Default State of a Status
Mapping States to Statuses
About the Service State Mapping Configuration File
Modifying State-to-Status Mapping
Deleting State-to-Status Mapping
About Associating Services with Custom Life Cycles
Associating Services with Custom Life Cycles
Associating Bill Units with the SLM Business Profile
Making the SLM Business Profile Your System's Default Business Profile
Validating AAA Requests for Services that Use Custom Life Cycles
Adding VALIDATE_LIFECYCLE Entries for the Sample Prepaid Service Life Cycle
Configuring Customer Center to Display Custom Service Life Cycle States
About the Sample Prepaid Service Life Cycle
About Triggering Sample Prepaid State Changes
About the Sample Business Rules
About the Sample Service State-to-Status Mapping
14
Managing Customers' Subscription-Level Services
About Grouping Services by Subscription
About Subscription Services
About Subscription Service Dependencies
How Resources Are Tracked and Shared for Subscription Services
Tracking a Subscription's Currency Resources
Sharing a Subscription's Non-Currency Resources
How Products and Discounts Are Selected for Rating Subscription Service Usage
About Distributing Discounts in a Subscription Service Group
About Sharing Discounts and Sponsoring Charges for Subscription Services
How Sharing Group Resources Are Distributed to Subscription Service Members
How Pipeline Manager Chooses a Rate Plan for Subscription Services
How Service Status Changes Affect Subscription Services
About Setting Up Corporate Accounts That Use Subscription Services
About Creating and Managing Subscription Services
About Setting Up a Subscription Service
About Configuring a Subscription Service Group
About Adding Deals to Subscription Services
About Setting Up Balance Groups for Subscription Services
About Setting Up Subscription-Level ERAs
About Modifying Subscription Services
About Canceling a Subscription Service
About Service Status When a Subscription Service Is Canceled
Effect of Canceling a Subscription Service on Products and Discounts Owned by the Service
Effect of Canceling a Subscription Service on Resource Sharing Groups Owned by the Service
About Transferring a Subscription Service to Another Subscriber
Transferring Subscription Services Between Accounts with Different Statuses
About Transferring Subscription Services Between Schemas
About Transferring Objects Associated with a Subscription Service
About Transferring Service-Level Balance Groups during Subscription Service Transfer
About Transferring Non-Currency Resources during Subscription Service Transfer
About Extending Sub-Balance Validity When a Subscription Service Is Transferred
How Non-Currency Resources Are Consumed When a Subscription Service Is Transferred
How Non-Currency Resources Are Rolled Over When a Subscription Service Is Transferred
How Cycle Fees Are Prorated When a Subscription Service Is Transferred
How Billing Time Discounts and Folds Are Applied When a Subscription Service Is Transferred
About Rating Delayed Events When a Subscription Service Is Transferred
How a Subscription Service Transfer Affects Account Migration
Configuring Sub-Balance Validity for Subscription Service Transfer
Mapping Subscription Services in the Pipeline Manager Database
About Billing for Subscription Service Usage
About Creating Multiple Bills for a Subscription
About Billing for Multiple Subscriptions
About Billing on Subscription Service Cancellation
How an Account Is Billed When a Subscription Service Is Canceled during the Billing Delay Period
About Billing a Subscription Service after It Is Transferred to Another Subscriber
Managing Subscription Services in Your Custom Application
Creating a Subscription Service Group
Creating Subscription Services in a Price Plan
Creating Subscription Services When Registering Customers
Configuring ERAs for a Subscription Service
Associating a Device with a Subscription Service
Adding a Service to an Existing Subscription Service Group
Canceling a Subscription Service
Transferring Subscription Services Between Accounts in the Same Schema
Enabling Transfer of Pending Scheduled Actions during Subscription Transfers
Transferring Subscription Services Between Accounts in Multiple Schemas
Enabling Transfer of Subscription Services Between Accounts in Multiple Schemas
15
Working with Profile Sharing Groups
About Profile Sharing Groups
About Profile Sharing Group Membership
How Account Status Changes Affect Profile Sharing Groups
How Group Owner Changes Affect Profile Sharing Groups
Creating Profile Sharing Groups
Creating a Profile Sharing Group through a Customized Client Application
Adding a Profile Group to a Member's Ordered Balance Group
Validating Profile Sharing Group Members
Modifying Profile Sharing Groups
Modifying a Profile Sharing Group through a Customized Client Application
Adding Members to a Profile Sharing Group through a Customized Client Application
Adding Profiles to a Profile Sharing Group through a Customized Client Application
Deleting Members and Profiles from a Profile Sharing Group through a Customized Client Application
Changing the Owner of a Profile Sharing Group through a Customized Client Application
Deleting Profile Sharing Groups
Deleting a Profile Sharing Group through a Customized Client Application
16
Sending Email to Customers Automatically
Running the Email Data Manager
Starting the Email Data Manager
Configuring sendmail Options
Configuring the Email Data Manager
Editing the Email Data Manager Configuration File
Checking Entries in the Connection Manager Configuration File
Specifying the Sender of Welcome Messages
Using the Email Data Manager to Send Printed Invoices
17
Managing System and Account Currencies
About System and Account Currencies
About Currency Conversion
Setting the System Currency
Setting the Default Account Currency
Defining the Currency for Individual Accounts
Currencies for Account Groups
Managing Currencies in Customer Accounts
Currency Display in the Event Browser
Supporting a New Currency
Finding Currency Codes
Using Multiple Currencies in Your Price List
Creating Products in Multiple Currencies
About Rating with Multiple Currencies
About Collecting Credit Card Payments in Multiple Currencies
Changing Currency Conversion Rates
Supporting EMU Currencies and the Euro
Using the Euro and EMU Currencies in Your Price List
Handling Euro Conversion Rounding Errors
Setting the Error Tolerance
Rounding Errors for Overpayments and Underpayments
Limiting the Number of EMU Currencies
Euro Support in BRM Client Tools
Assigning Primary and Secondary Account Currencies at Registration
Changing the Euro Conversion Error Tolerance
Changing Supported Secondary Account Currencies
Part II Implementing Branded Services
18
About Branding
About Managing Multiple Brands of Service
Understanding Brands
About Brand-Aware Data
Brand-Aware Information
System-Wide Information
About Organizing Brand Hierarchies
About Naming Brands
About Brands and Account Groups
When to Use Account Groups Instead of Brands
About Creating Sub-Brands
About Granting Access to Brands
About the Root Access Group
About Price Plans for Brands
About Brand Currency
About Closing, Inactivating, and Reactivating Brands
About Duplicate Service Logins Across Brands
About Using Brands with Multiple Database Schemas
About A/R Accounts and Brands
About Running Billing
19
Configuring a Branded Database
Overview of Setting Up a Branded Database
Configuring BRM to Use Brands
About the Host Administrator
Activating Branded Service Management
Defining a Price List for Brand Creation
Establishing Unique Service Logins
Controlling Access to the Data Dictionary
Creating Brands
Example of Using Brand Manager
Setting Up Brands for Brand Administrators
Controlling Access to Top-Level Brands
Giving Users Access to All Accounts in BRM
Limiting Users to Accessing Root-Level Accounts Only
Giving Permissions to the Brand Administrator
Setting Up a Customer Center Search Filter for Access Group Owners
Setting Up Invoicing to Support Brands
Determining the Events to Display in an Invoice
Setting Up the General Ledger to Support Brands
Setting Up Reports to Support Brands
Setting Up Web Registration to Support Brands
Setting Up Payment Methods for Brands
Running Utilities with a Branded Database
Managing Permission by Using a Custom Application
Managing /group/acl Objects
Accessing /group/acl Data
Finding CSR Membership
Displaying ACLs in Multi-Branded Applications
20
Managing Brands
Overview of Brand Administrator Tasks
Creating a Price List for Brand Accounts
Changing Account Defaults for a Brand
Creating a Brand-Specific Web Page
Defining a Brand-Specific Invoice
Defining a Brand-Specific General Ledger System
Defining Reports for a Brand
Creating CSR Accounts for a Brand
Creating Sub-Brands
Controlling Access to Sub-Brands and Account Groups
Accessing Branded Customer Accounts
Accessing Branded Customer Accounts in Customer Center
Processing Payments for Brand Accounts
Inactivating or Closing a Brand
Preventing Duplicate Brand Names
Changing the Brand of an Account by Using a Custom Application
Part III Migrating Customer Accounts
21
Understanding Conversion Manager
About Conversion Manager
Overview of the Data Conversion Process
About Testing Your Data Mapping
About Mapping Data
About Loading Data
About Verifying Data before It Is Deployed
About Migrating Data to Multischema Systems
About Loading Data by Using Multiple Files
About Reloading Data
22
Installing and Configuring Conversion Manager
System Requirements
Software Requirements
Information Requirements
Installing Conversion Manager
Configuring the pin_cmt Utility
Referencing JAR Files
Defining Timestamp Validation for Finite Partitioned Classes
Viewing Data before Deploying
Enabling Multischema Loading
Enabling XML Validation
Configuring the Database Setup
Setting the Default Credit Limit Profile
Applying Cycle Fees to Deployed Accounts
Migrating New Balances to an Account Without Deleting Existing Balances
Supporting 31-Day Billing
Supporting Delayed Billing
Improving Conversion Manager Performance
XML File Formatting
Running Multiple Instances of the pin_cmt Utility
Using Connection Pooling with Conversion Manager
Configuring Log File Levels
System Resources
Conversion Manager Preload Tuning
Increasing Memory Allocation to Prevent a System Hang
Conversion Manager Load Tuning
Conversion Manager Deploy Tuning
23
Mapping Legacy Data to the BRM Database
About Creating XML Files
About the XSD Files
About the Types of Data to Convert
Tables Affected by the Conversion Process
Audit Tables Affected by the Conversion Process
24
Migrating Data by Using New and Extended Storable Classes
About Migrating Data by Using New and Extended Storable Classes
About Extended Storable Classes for Migration
About Linking to Data from New or Extended Storable Class Data
Creating XML Files for New or Extended Storable Class Data
Creating an XSD File for Extended Data
Creating Control Files for Extended Storable Classes
Creating Control Files for Custom Event Tables in a Virtual Column-Enabled System
Example of Extending a Service Storable Class
Setting a Service-Level Balance Group
Example of Extending a Device Storable Class
Example of Creating a Storable Class
Example of Migrating Hierarchical Accounts
Setting an Account-Level Billinfo
Example of Migrating Hierarchical Bill Units within an Account
25
Loading Legacy Data into the BRM Database
Importing Data
Deploying Converted Data
Reloading Data
Troubleshooting Conversion Manager
Common pin_cmt Utility Error Messages
Testing the Imported Data
Using testnap and Object Browser to Validate the Database
Validating /account Objects
Validating /bill, /item, /event, /service, and /payinfo Objects
Using Customer Center to Validate Data
Using SQL to Validate Data
26
Migrating Legacy Data into BRM Table Partitions
About Migrating Legacy Data into Table Partitions
About Partitioning
About Your Partitioning Scheme
About Making Conversion Manager Aware of Partitions
About the Timestamps Encoded in Object POIDs
Conversion Manager Tasks for Partitioned Storable Classes
About Configuring Conversion Manager to Encode Timestamps in POIDs
Setting Up Your System to Load Legacy Data into Table Partitions
Creating Partitions for Your Legacy Data
Configuring Conversion Manager for Partitioning
Configuring which Timestamp to Encode
Configuring the Number of POIDs to Reserve
Passing Object Creation Timestamps in the Input XML File
Part IV Customer Management Utilities
27
Conversion Manager Utilities
cmt_mta_cycle_fees
pin_cmt
28
Customer Management Utilities
load_notification_event
load_pin_business_profile
load_pin_customer_segment
load_pin_notify
load_pin_verify
load_transition_type
pin_product_clear
pin_state_change
pin_unlock_service
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