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