Oracle® Application Integration Architecture Siebel CRM Integration Pack for Oracle Communications Billing and Revenue Management: Agent Assisted Billing Care Implementation Guide Release 11.2 Part Number E26496-02 |
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PDF · Mobi · ePub |
This appendix provides a mapping of fields on the Siebel Billing Management UI to fields in Oracle BRM Customer Center. This appendix can be used as a reference to explain the Agent Assisted Billing Care integration.
This appendix includes the following sections:
Note:
Siebel UI screenshots are for reference only and may differ from actual screens.
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link
Siebel Screen: Billing Profile Portal screen
Siebel View: Billing Invoice
UI Component: Billing Profile as shown in Figure A-1.
Table A-1 Billing Profile Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Billing Profile Form |
Account |
Summary |
Contact Information |
Company or First & Last Name |
Account/Customer name |
-- |
Primary |
NA |
NA |
NA |
-- |
-- |
Profile Name |
Payments |
Billing Payment Method |
Bill Unit |
Account/Customer Billing Profile name |
-- |
Bill Type |
NA |
NA |
NA |
Bill/Invoice type requested by customer (summary or detail) |
-- |
Service Account |
Summary |
Contact Information |
Company or First & Last Name |
In cases where the billing account and service account are different. In such scenarios it results in a parent-child hierarchy in Oracle BRM. The service account is the nonpaying child account. |
-- |
Bill Media |
Payments |
Billing Payment Method - Payment Options |
Delivery Method |
Delivery method for invoice. For example, delivery of invoices by email, paper, and so on. |
-- |
Payment Method |
Payments |
Billing Payment Method |
Payment Method |
How customers pay their bills. Payment methods include credit card, invoice, debit card, and so on. |
-- |
Billing Profile Status |
NA |
NA |
NA |
Current status of the customer's billing profile (active or inactive). |
UI Component: Balance Summary as shown in Figure A-2.
Table A-2 Balance Summary Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Balance Summary Form |
Balance |
Balance |
Balance Summary |
Amount due for all bills |
Total billed amount that has not been paid. This includes the balance impact of any unresolved dispute. |
-- |
Due Now |
Balance |
Balance Summary |
Due Now |
Billed amount the customer currently owes. This is calculated as Amount due for all bills minus Adjustments/Payments that are not yet applied. |
-- |
Pending Payments/Adjustments |
Balance |
Balance Summary |
Adjustments/Payments not applied |
Total of unallocated payments and unallocated account adjustments. |
-- |
Currency |
NA |
NA |
NA |
-- |
-- |
Unresolved Disputes |
Balance |
Balance Summary |
Unresolved Disputes |
Total of disputed amounts that have been removed from the Due Now amount before the settlement of the dispute. |
-- |
Total |
Balance |
Balance Summary |
Total |
Sum of the Due Now amount and the Bill in Progress (estimate) amount. |
-- |
Unbilled Usage |
Balance |
Balance Summary |
Bills in Progress |
The Bill in Progress shows the current balance of the upcoming bill, including unbilled item charges, cycle forward arrears fees, and A/R actions on those charges and fees. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab
Siebel View: Billing Invoice
UI Component: Bills as shown in Figure A-3.
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Invoice List Applet |
Bill Number |
Balance |
Bills |
Number |
A unique number that identifies a specific bill. Each invoice contains a bill number. A bill is an object in the Oracle Communications BRM database that stores the balance impacts in the bill items of a customer's account during one billing cycle. Bills contain information about the customer's account, the account's billing cycle, and the amount billed. |
-- |
Bill Period |
Balance |
Bills |
Billing Cycle |
The time period during which charges accumulate in an account before a bill is finalized. One billing cycle can contain one or more accounting cycles. |
-- |
Amount Due |
Balance |
Bills |
Balance |
The original bill amount minus Payments and A/R Actions. |
-- |
Due Date |
Balance |
Bills |
Due Date |
The date on which the bills payment is due. |
-- |
Previous Balance |
NA |
NA |
NA |
-- |
-- |
Payments and A/R Actions |
Balance |
Bills |
Payments and A/R Actions |
The total sum of all payments made for a bill plus the A/R actions such as adjustments or refunds. |
-- |
Bill Payment |
Payments |
Payments Received |
Paid |
The total payment made against a bill. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link
Siebel View: Billed Usage Detail
UI Component: Bill Details, Service Charges, Item Charges as shown in Figure A-4.
Table A-4 shows the mappings for Bill Details.
Table A-4 Bill Details Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Invoice Form Applet |
Account |
Summary |
Contact Information |
Company or First & Last Name |
Account/Customer name |
-- |
Profile Name |
Payments |
Billing Payment Method |
Bill Unit |
Account/Customer Billing profile name |
-- |
Bill Number |
Balance |
Bill Details |
Number |
A unique number that identifies a specific bill. Each invoice contains a bill number. A bill is an object in the Oracle Communications BRM database that stores the balance impacts in the bill items of a customer's account during one billing cycle. Bills contain information about the customer's account, the account's billing cycle, and the amount billed. |
-- |
Bill Period |
Balance |
Bill Details |
Billing Cycle |
The time period during which charges accumulate in an account before a bill is finalized. One billing cycle can contain one or more accounting cycles. |
-- |
Amount Due |
Balance |
Bill Details |
Balance |
The original bill amount minus the Payments and A/R Actions. |
-- |
Due Date |
Balance |
Bill Details |
Due Date |
The date on which the bills payment is due. |
-- |
Previous Balance |
NA |
NA |
NA |
-- |
-- |
Payments and A/R Actions |
Balance |
Bill Details |
Payments and A/R Actions |
The total sum of all payments made for the bill plus the A/R actions such as adjustments or refunds. |
-- |
Bill Payment |
Balance |
Bill Details |
Total Payments |
The total payment made against a bill. |
Table A-5 shows the mappings for Service Charges.
Table A-5 Service Charges Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Invoice Service Charge List |
Description |
Balance |
Bill Details, Item Charges |
Description |
Name of the service |
-- |
Charge |
Balance |
Bill Details, Item Charges |
Charge |
Holds charges of all items under the service. |
-- |
Discount |
Balance |
Bill Details, Item Charges |
Discount |
Holds the total of all discounts given under the service or item. |
-- |
Net Amount |
Balance |
Bill Details, Item Charges |
Net |
The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the service. |
Table A-6 shows the mappings for Item Charges.
Table A-6 Item Charges Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Invoice Item Charge List |
Description |
Balance |
Bill Details, Item Charges |
Description |
Item is an entity that represents a group of charges. For example, a Cycle Forward charge for the service VoIP instance. |
-- |
Charge |
Balance |
Bill Details, Item Charges |
Charge |
Charge indicates the total amount for the item. |
-- |
Discount |
Balance |
Bill Details, Item Charges |
Discount |
The Discount column shows any discount that is applicable to the item. |
-- |
Net Amount |
Balance |
Bill Details, Item Charges |
Net Amount |
The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the item. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill, Item Charges, Net Amount link
Siebel View: CDR Details
UI Component: Event Details as shown in Figure A-5.
Table A-7 Event Details Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
CDR Details List |
Date |
Balance |
Bill Details, Item Charges, Description |
Date & Time |
Date and time when the call was made. The time zone of the call is in the time zone in which the call was originally made. |
-- |
Charge |
Balance |
Bill Details, Item Charges, Description |
Charge |
Charge indicates the total amount for the call (CDR). |
-- |
Discount |
Balance |
Bill Details, Item Charges, Description |
Discount |
The Discount column shows any discount that is applicable. |
-- |
Net Amount |
Balance |
Bill Details, Item Charges, Description |
Net |
Actual amount due after any discounts are applied to the charge. |
-- |
Duration |
Balance |
Bill Details, Item Charges, Description |
Quantity |
Total time of the call. |
-- |
Number Called |
Balance |
Bill Details, Item Charges, Description |
Called No |
Telephone number to which the call was made. |
-- |
Non-Currency |
Balance |
Bill Details, Item Charges, Description |
Non-Currency |
If the event is of type nonmonetary, the column is checked. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link, Payments tab
Siebel View: Billed Usage Payments
UI Component: Bill Payments as shown in Figure A-6.
Table A-8 Bill Payments Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Billed Usage Payments List |
Payment Number |
Balance |
Bill Details, Payment Details |
Payment Number |
The payment item number to identify a payment. |
-- |
Payment Date |
Balance |
Bill Details, Payment Details |
Posted |
The date on which the payment was posted. |
-- |
Payment Method |
Balance |
Bill Details, Payment Details |
Payment Type |
The Payment Method identifies how customers paid their bill; for example, by credit card or direct deposit. |
-- |
Payment Amount |
Balance |
Bill Details, Payment Details |
Amount |
The total amount that was paid by the subscriber as part of the payment. |
-- |
Confirmation Number |
Balance |
Bill Details, Payment Details |
Payment Number |
The payment item number to identify a payment. |
-- |
Allocated |
Balance |
Bill Details, Payment Details |
Allocated |
The payment amount that has been allocated to the bill. |
-- |
Unallocated |
Balance |
Bill Details, Payment Details |
Unallocated |
The total amount from the payment made that is not yet applied. |
-- |
Reversed |
Balance |
Bill Details, Payment Details |
Reversed |
If a particular payment has been reversed, then this column displays the value Y. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link, A/R Items tab
Siebel View: A/R items Details
UI Component: Bills A/R items as shown in Figure A-7.
Table A-9 Bills A/R Items Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
A/R Items List |
Type |
Balance |
Bill Details, A/R Items |
Type |
The type of A/R actions, such as Adjustment, Dispute, Refund, Write-off, and so on. |
-- |
Date |
Balance |
Bill Details, A/R Items |
Date |
The date on which the adjustment was made. |
-- |
Resource Name |
Balance |
Bill Details, A/R Items |
Resource |
This column indicates to which resource the adjustment was made. For example, currency resource or noncurrency resource such as free seconds. |
-- |
Amount |
Balance |
Bill Details, A/R Items |
Amount |
The adjustment amount that was made against a resource. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Balance Group tab
Siebel View: Balance Group
UI Component: Balance Group Details (Balance Group, Balance, Balance Details and Services) as shown in Figure A-8.
Table A-10 Balance Group Details Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Balance Group |
Name |
Balance |
All Credit Limit, Currency Credit Limit |
Balance Group |
The name of the balance group. For example, Account Level Balance Group. |
Balance |
Balance |
-- |
All Credit Limit, Currency Credit Limit |
Outstanding |
Total balance under the balance group. |
-- |
Unit of Measure |
NA |
NA |
NA |
In case of monetary resource, this column in Siebel CRM displays Currency and for nonmonetary resource this column is blank. |
-- |
Ceiling Credit Limit |
-- |
All Credit Limit, Currency Credit Limit |
Amount or Unlimited |
|
-- |
Floor Credit Limit |
NA |
NA |
NA |
-- |
-- |
Threshold Credit Limit |
NA |
NA |
NA |
-- |
Balance Details (for monetary resource) |
Available |
Plan |
Product Detail |
Outstanding |
Total balance under the balance group. |
-- |
Valid From |
Plan |
Product Detail |
Purchase Start Date |
Purchase start or valid from date. |
-- |
Valid To |
Plan |
Product Detail |
Purchase End Date |
Purchase end or valid to date. |
-- |
No End |
Plan |
Product Detail |
Check box |
This is used when the product has unlimited validity. |
Balance Details for non-monetary resource) |
Available |
Non-Currency |
Non-Currency Details |
Available |
Total balance under the balance group. |
-- |
Valid From |
Non-Currency |
Non-Currency Details |
Valid From |
Resource start or valid from date |
-- |
Valid To |
Non-Currency |
Non-Currency Details |
Valid To |
Resource end or valid to date. |
-- |
No End |
Non-Currency |
Non-Currency Details |
Check box |
This is used when the resource has unlimited validity. |
Balance Group Services |
BRM Service ID |
Balance |
All Credit Limit, Currency Credit Limit |
Balance Group |
If the product is part of a service bundle, then this column displays the BRM Service ID of the product under the balance group. |
-- |
Service Type |
Plans |
Plans |
Service |
Billing service type of the product. |
-- |
Product Name |
Plans |
Plans |
Product/Discount |
Product name. |
-- |
Effective Date |
Plans |
Plans |
Purchased |
Product purchased date. |
-- |
Status |
Plans |
Plans |
Status |
Current status of the product (active or canceled). |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Unbilled tab
Siebel View: Unbilled Usage
UI Component: Bill Details, Service Charges, Item Charges as shown in Figure A-9.
Table A-11 Bill Details, Service Charges, and Item Charges Mapping
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Unbilled Usage |
Description |
Balance |
Bills in Progress, Item Charges |
Description |
Name of the service. |
Charge |
Balance |
Bills in Progress, Item Charges |
Charge |
Holds unbilled charges of all items under the service. |
|
-- |
Discount |
Balance |
Bills in Progress, Item Charges |
Discount |
Holds the total of all discounts given under the service or item. |
-- |
Net Amount |
Balance |
Bills in Progress, Item Charges |
Net |
The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the service. |
Unbilled Item Charges |
Description |
Balance |
Bills in Progress, Item Charges |
Description |
Item is an entity that represents a group of charges. For example, a Cycle Forward charge for the service VoIP instance. |
-- |
Charge |
Balance |
Bills in Progress, Item Charges |
Charge |
Charge indicates the total amount for the item. |
-- |
Discount |
Balance |
Bills in Progress, Item Charges |
Discount |
The Discount column shows any discount that is applicable. |
-- |
Net Amount |
Balance |
Bills in Progress, Item Charges |
Net Amount |
The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the item. |
Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Payments tab
Siebel View: Billing Profile Payment
UI Component: Payments as shown in Figure A-10.
Siebel Applet | Siebel Field | BRM Tab | BRM Form | BRM Field | Comments |
---|---|---|---|---|---|
Billing Profile Payments List |
Payment Number |
Payments |
Payments Received |
Number |
The payment item number to identify a payment. |
-- |
Payment Date |
Payments |
Payments Received |
Date |
The date on which the payment was posted. |
-- |
Payment Method |
Payments |
Payments Received |
Payment Method |
The Payment Method identifies how customers paid their bill; for example, by credit card or direct deposit. |
-- |
Payment Amount |
Payments |
Payments Received |
Paid |
The total amount that was paid by the subscriber as part of the payment. |
-- |
Comments |
Payments |
Payments Received |
NA |
-- |
-- |
Confirmation Number |
Payments |
Payments Received |
Number |
The payment item number to identify a payment. |
-- |
Allocated |
Payments |
Payments Received |
Allocated |
The payment amount that has been allocated to the bill. |
-- |
Unallocated |
Payments |
Payments Received |
Unallocated |
The total amount from the payment made that is not yet applied. |
-- |
Reversed |
Payments |
Payments Received |
Reversed |
Any payments that were reversed. |