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Application Guide for Oracle Self-Service E-Billing (Business Edition) > Payment Use Cases >
Managing Payment Accounts
A Business user or Consumer user can use this use case to add, edit, or delete payment account information. Table 29 lists and describes the functions.
Table 29. Managing Payment Accounts
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Name |
Manage Payment Accounts. |
Feature Area |
Payments. |
Users |
Business user or Consumer User. |
Trigger |
The user selects Payments, and then Accounts menu option. |
Standard Features |
- Form validation for Bank (Checking) Account or Credit Card.
- Email notifications for payment account actions.
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Payment Account Deletion |
- When a payment account is deleted, the user is warned that all recurring payment setups created for this payment account will be deleted.
- When a payment account is deleted, the users are prompted to confirm that they want to delete all the scheduled payments against this payment account.
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Credit Card Expiration |
- If this credit card has expired, then the user is not allowed to create a recurring payment against this credit card.
- If this credit card expires after creating a recurring payment, then the recurring payment setup is not deleted.
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Roles and Permissions |
- Payment Account Access: Any business user who has permission to perform a business payment account function requires access to all payment accounts created by any user.
- Consumer users can only view or edit payment accounts and payment instructions that they created previously.
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Main Path for Managing Payment Accounts
The following path describes managing payment accounts. Adding a Credit Card Account
- The user selects the Payment Account subtab from the Manage Recurring Payments tab.
- Oracle Self-Service E-Billing displays a list of existing payment accounts and the ability to add, edit, or delete those accounts.
- The user selects to a add credit card account.
- Oracle Self-Service E-Billing displays the form to add a credit card account that contains the following fields:
- Payment Account Name
- Credit Card Number
- Name on Credit Card
- Credit Card Type
- Expiration Date
- Card Verification Code (CVV)
- Address Line 1
- Add Address Line 2
- City
- State
- Zip Code
- Country
- Payee
- The user saves the form.
- Oracle Self-Service E-Billing validates the information and updates the list of payment accounts.
Alternate Paths
Alternate paths can occur in this use case. Adding a New Bank Account
1 Oracle Self-Service E-Billing displays screen to add a bank account that contains the following information.
- Payment Account Name
- Account Type
- Bank Name
- Account Number
- Routing Number
- Payee
- Diagram of a check identifying the location of the bank account and routing
- User enters the information and saves the form.
- Oracle Self-Service E-Billing validates the information as being correct and updates the list of payment accounts.
Editing an Account
1 Oracle Self-Service E-Billing displays the edit account screen containing credit card or bank account editable fields showing the current information for the specified account.
- User enters the information and saves the form.
- Oracle Self-Service E-Billing validates the information as being correct and updates the list of payment accounts.
Deleting an Account
1 Oracle Self-Service E-Billing displays a message to ensure the user wants to delete the account. If the account is in use by the recurring payment feature, the following message appears: This payment account is currently in use by a recurring payment. To avoid cancellation of the recurring payment and all future payments, select Cancel and select a new payment method for the recurring payment.
- Oracle Self-Service E-Billing displays a confirmation screen.
- Oracle Self-Service E-Billing deletes the account and redisplays the screen.
- Oracle Self-Service E-Billing deletes any recurring payments still associated with the payment account.
- Oracle Self-Service E-Billing is unable to validate payment information.
- Oracle Self-Service E-Billing displays a message with the validation error (card number digits, invalid routing number, and so on).
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