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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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A Mapping Siebel Billing Management UI Elements to Oracle BRM Customer Center

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.

A.1 Billing Profile and Account Balance

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.

Figure A-1 Billing Profile

This image is described in surrounding text.

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.

Figure A-2 Balance Summary

This image is described in surrounding text.

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.


A.2 Bills

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.

Figure A-3 Bills

This image is described in surrounding text.

Table A-3 Bills Mapping

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.

Figure A-4 Bill Details, Service Charges, item Charges

This image is described in surrounding text.

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.

Figure A-5 Event Details

This image is described in surrounding text.

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.

Figure A-6 Bill Payments

This image is described in surrounding text.

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.

Figure A-7 Bills A/R Items

This image is described in surrounding text.

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.


A.3 Balance Group

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.

Figure A-8 Balance Group Details

This image is described in surrounding text.

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

  1. If there is a value under the Account in Oracle BRM, this indicates the credit limit of the balance group.

  2. If the Unlimited column is selected, this indicates there is no credit limit for the balance group.

--

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).


A.4 Unbilled Usage

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.

Figure A-9 Bill Details, Service Charges, Item Charges

This image is described in surrounding text.

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.


A.5 Payments

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.

Figure A-10 Payments

This image is described in surrounding text.

Table A-12 Payments Mapping

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.