Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents

1 Introduction to Customizing Billing Care

• About Billing Care Customizations

2 About Billing Care Architecture

• About Billing Care Architecture
  • About the Billing Care REST Framework
  • About Open Source Libraries Used by Billing Care

3 About Billing Care SDK

• About the Billing Care SDK
  • About the references SDK Directory
• Installing the Billing Care SDK

4 Setting Up the Development Environment

• About the Billing Care Development Environment
• Configuring NetBeans IDE for Billing Care Development
  • Downloading and Installing NetBeans IDE
  • Configuring the NetBeans IDE Connection to WebLogic Server
  • Setting Up a Billing Care Customization Project
    • Creating the Billing Care SDK Directory Structure
    • Create the Billing Care NetBeans IDE Project

5 Using an Exploded Archive during Customization

• About Using an Exploded Archive
• Configuring WebLogic Server to Use an Exploded Archive
  • Creating a Manifest for your Shared Library
    • Rebuilding your Project after Creating the Manifest File
  • Creating a New Deployment Plan for Billing Care with your Shared Library
  • Deploying your Shared Library on your Billing Care Domain
  • Redeploying Billing Care to Use your Shared Library

6 Packaging and Deploying Customizations

• About Packaging and Deploying Customizations for Production
• Creating Production Versions of the Manifest File and Deployment Plan
• Using the Java jar Utility to Package Your Shared Library
• Deploying the Shared Library .war
• Redeploying Billing Care to Use Your Shared Library

7 Customizing Billing Care

• About Billing Care Customization Concepts
• About Billing Care Modules
  • About Views
  • About View Models
  • About Data Binding between Views and View Models
• About the customModules.properties File
• About the Configuration.xml File
• About the Registry File
  • Managing Billing Care Modules Using the Registry File
• About Billing Care View Model JavaScript Framework
  • Access to the Open Account
  • Object IDs
• About Error Handling in REST Operations
  • Invoking Error Handing in Customizations
• About Custom Resource Authorization
  • Performing Authorization in the Actions Menu
  • Performing Authorization on the UI
  • Performing Authorization on the REST Framework
  • Using REST Authorization without Obligations
  • Using REST Authorization with Obligations

8 Editing the Billing Care Configuration File

• About the Billing Care Configuration File
• Creating a Custom Configuration File
• Default Configuration File Entries

9 Customizing Billing Care Themes and Logo

• About Billing Care Themes and Logo
• About Customizing Billing Care Themes
• Adding a New Theme
• Overriding Themes
• Setting Which Billing Care Theme to Use
• Changing the Default Logo

10 Customizing Billing Care Templates

• About Billing Care Templates
• Customizing Templates
  • Removing Columns from a Template
  • Adding Columns to a Template
  • Extending the REST Framework to Support New Column Fields
  • Creating a customModules.properties File
• Example 1: Event Template Customization
• Example 2: Event Template Customization with New Fields
• Example 3: Newsfeed Template Customization
• Example 4: Account Search Template Customization Using Custom Fields

11 Customizing the Billing Care Account Banner

• About the Billing Care Account Banner
• Customizing the Billing Care Account Banner
  • Creating Configuration Files for Account Banner Customization
• Rearranging Account Banner Tiles
• Removing Account Banner Tiles

12 Customizing the Billing Care Actions Menu

• About the Billing Care Actions Menu
  • Mapping Label and Description Key Values to the Resource Bundle
• About Customizing the Actions Menu
  • Setting Up NetBeans IDE for Customizing the Actions Menu
• Removing Actions Menu Items
  • Removing an Existing Actions Menu Submenu
  • Removing an Existing Actions Menu
• Rearranging Actions Menu Items
  • Rearranging Actions Menu Submenu Items
  • Rearranging Actions Menu Items
• Renaming Actions Menu and Submenu Items
  • Renaming Actions Menu Submenu Items
  • Renaming Actions Menu Items
• Adding Actions Menu Items
• Adding Action Menu Items in Payment Suspense

13 Customizing Account Creation Service Fields

• About Customizing Account Creation
• Creating Custom View Models
  • Extending the New Account Configuration View Model
  • Creating a Custom Service Configuration View Model
• Creating a Custom Service View Model HTML Template
• Extending the Service Validator for Custom Fields
• Configuring a Custom Module in the Registry
• Deploying Customizations

14 Creating Custom Billing Care Credit Profiles

• About Credit Profiles
• Customizing Billing Care to Store Credit Profiles
• Creating Custom Profile Storable Classes in BRM
  • Importing Credit Profile Class Definitions into BRM
  • Creating Credit Profile Objects Using Developer Center
    • Creating the Credit Profile Class and Field
    • Generating the Required JAR File and Infranet.properties
• Extending the Billing Care Data Model with XSD and JSON Files
• Adding the Required Files to the NetBeans Project
  • Updating the MANIFEST.MF File
  • Adding the Required View Module and Configuration Files
  • Adding the Required JAR and JSON Files
• Deploying Customizations

15 Adding Custom Payment Types

• About Custom Payment Types
• Creating Custom Payment Types in BRM
  • Creating Custom Payment Type Event Subclasses
  • Updating the /config/paymenttool Object with Custom Payment Types
  • Updating the /config/payment Object with Custom Payment Type Event
• Customizing Billing Care to Support Custom BRM Payment Types
• Generating XSD and JSON Files for Custom Payment Types
• Extending the Billing Care Data Model with XSD and JSON Files
• Adding the XSD and JSON Files to NetBeans Project
• Enabling Custom Payment Types in Batch Payment Processing
• Deploying Customizations

16 Customizing Billing Care Invoice Presentation

• About Billing Care Invoice Presentation
• Customizing Billing Care Invoice Presentation
  • Setting Up NetBeans IDE for Customizing Invoice Presentation
• Presenting Invoices in a Dialog Box
• Retrieving Invoices from Third-Party Repositories

17 Customizing Billing Care to Display Child Accounts

• About Displaying Child Accounts
• Customizing Billing Care to Display Child Accounts
• Customizing the Organization Hierarchy Screen
• Creating Custom View Models
• Creating Custom View Model HTML Templates
• Configuring a Custom Module in the Registry
• Adding the Data Model JAR File
• Deploying Customizations

18 Customizing Suspended Payment Allocations

• About Suspended Payment Allocation
• Forbidding Partial Allocation of Suspended Payments
• Creating a CustomPCMPaymentModule.java Class
• Creating a Custom Payment Suspense View Model
• Creating a customModule.properties File
• Configuring a Custom Module in the Registry
• Deploying Customizations

19 Customizing Search Filter for Suspended Payments

• About Suspended Payment Search Filter
• Adding Search Criteria
• Creating a CustompaymentSuspenseSearch.xml File
• Creating a CustomTemplatePaymentSuspenseWorker.java Class
• Creating CustomPCMTemplateModule.java Class
• Creating a customModule.properties File
• Updating Registry
• Updating customPaymentSuspenseSearchView.html
• Updating View Model
• Localizing New Criteria into Other Languages
• Creating Deployment Plan
• Creating .war File

20 Exporting Billing Care Search Results

• About Billing Care Search
• Enabling Search Results Export with the SDK
• Creating Custom Search Templates
• Creating Custom Search View Models
• Configuring Custom Search Modules in the Registry
• Deploying Customizations

21 Searching for Accounts by Payment ID

• About Account Searches in Billing Care
• Adding a Payment ID Field to the Account Search Screen
• Naming the Custom Account Search Template in the CustomConfigurations.xml File
• Creating a Custom Account Search Template
• Creating a Custom Account Search View Model
• Creating a Custom Search View Model
• Creating a Custom Router View Model
• Creating a Custom Router Helper
• Creating a Custom Account Search View Model HTML Template
• Replacing the Default Method for Showing Recently Opened Accounts
• Configuring a Custom Module in the Registry
• Creating a customized_en.xlf File Entry for Payment ID Search Field
• Getting Payment Item POIDs from BRM
• Deploying Customizations

22 Separating Event Adjustment Amount and Percentage Fields

• About Event Adjustments using Amount and Percentage
• Separating Amount and Percentage Fields
  • Creating Custom View Model to Separate Amount and Percentage Fields
  • Configuring the Custom View Model in the Registry

23 Customizing Purchase Deal and Assets Action Menu

• About Customizing Purchase Deal Configuration and Assets Action Menu
• Customizing Purchase Deal Configuration
  • Extending the Data Model With the XSD and Java Class files
  • Creating a Custom Purchase Deal Configuration View Model
  • Creating Custom Purchase Configure View Model HTML Templates
• Customizing Assets Action Menu
  • Creating a Custom Asset View Model
  • Creating Custom Asset View Model HTML Templates
• Deploying Customizations

24 Customizing Reason Codes List in Event Adjustments

• About Displaying Reason Codes
• Customizing Reason Codes List in Event Adjustments
  • Creating the Custom Event Adjustment View Model
  • Configuring the Custom Event Adjustment View Model in the Registry
  • Deploying Customizations

25 Customizing Billing Care to Display Only Event Adjustments

• About Displaying Event Adjustments
• Customizing Billing Care to Display Only Event Adjustments
  • Creating Custom View Models to Display Only Event Adjustments
  • Configuring Custom Bill and Bill Item View Models in the Registry

26 Limiting Event Adjustment Percentage Entered by CSRs

• About Adjustments
• Limiting Event Adjustments Entered by CSRs
  • Updating CustomExtendAdjustmentModule.java Class
  • Creating CustomAdjustmentWorker.java Class
  • Creating a customized_en.xlf File Entry for the Error Message

27 Disabling Event Adjustment Options Based on Roles

• About Event Adjustment Options
• Disabling Event Adjustment Options Based on User Roles
  • Creating a Custom View Model for Disabling Adjustment Options
  • Configuring the Custom View Model for Disabling Event Adjustment Options

28 Restricting Debit and Credit Event Adjustment Options

• About Debit and Credit Event Adjustments
• Restricting Debit and Credit Adjustment for Events
  • Creating a Custom View Model for Restricting Debit and Credit Adjustments
  • Configuring the Custom View Model for Disabling Event Adjustment Options

29 Setting Adjustment Limit for Event Adjustments

• About Adjustment Limits
• Setting Event Adjustment Limit for CSRs
  • Creating customAdjustmentResource.java Class
  • Creating the Custom Event Adjustment View Model
  • Configuring the Custom Event Adjustment View Model in the Registry

30 Filtering Bundles Available for Purchase

• About Filtering Bundles
• Filtering Bundles List in Billing Care
  • Creating CustomPCMSubscriptionModule.java Class
  • Creating CustomSubscriptionWorker.java Class
  • Updating the customModule.properties File

31 Restricting Additional Bundles Purchase Based on Roles

• About Restricting Bundles
• Restricting Bundles Based on Roles
  • Creating the Custom Bundle Selection View Model
  • Configuring the Custom Bundle Selection View Model in the Registry

32 Restricting Bundle Validity Based on Roles

• About Restricting Bundle Validity
• Restricting Bundle Validity
  • Creating CustomAccountResource.java Class
  • Creating a Custom Purchase View Model
  • Configuring the Custom Purchase View Model in the Registry

33 Making Notes Field Mandatory

• Making Notes Mandatory for Additional Product Purchase
  • Creating a Custom Purchase Deal View Model
  • Configuring the Custom Purchase View Model in the Registry
• Making Notes Mandatory for Event Adjustments
  • Creating a Custom Event Adjustment View Model
  • Configuring the Custom Event Adjustment View Model in the Registry

34 Filtering Start and End Dates for Additional Purchase

• About Customizing Purchase Configuration
• Filtering Start and End Date Options
  • Creating a Custom Purchase Deal Configuration View Model
  • Configuring the Custom Purchase Configuration View Model in the registry

35 Customizing Billing Care to Disable Links in the Bills Tab

• About Disabling Link to Child Accounts
• Disabling Links in the Bills Tab
  • Creating the Custom Event Adjustment View Model
  • Configuring Custom Bill, Charges, and Payment Detail View Models in the Registry

36 Customizing Display of Assets Section

• About Customizing Display of Assets Section
• Hiding Bill Units in the Home Tab
  • Creating Custom Home Tab View Model to Hide Bill Units
  • Configuring the Custom Home Tab View Model in the Registry
• Disabling Actions Menu in the Assets Section
  • Creating Custom View Model to Disable Actions Menu
  • Configuring the Custom Assets Section View Model in the Registry
• Hiding the Service Icon in Assets Card

37 Customizing Bills Graph and Balances Sections

• About Customizing Bills Graph and Balances Sections
• Customizing Bills Graph Section
  • Creating Custom Home Tab View Model
  • Creating Custom View Model HTML Template for Customizing Bills Graph
  • Configuring Custom View Models for Customizing Bills Graph in the Registry
• Customizing Balances Section
  • Creating Custom View Model HTML Template for Customizing Balances Section
  • Configuring Custom View Model for Customizing Balances Section in the Registry

38 Opening Custom Views From Landing Page

• About Customizing Landing Page
• Customizing the Landing Page
  • Creating a Custom Landing Page View Model
  • Creating a Custom Landing Page View Model HTML Template
• Opening Custom Views in Full Screen Mode
  • Creating a Custom Full Page View Model
  • Creating a Custom Full Page View Model HTML Template
  • Creating a Custom Router View Model
  • Creating a Custom Router Helper
  • Configuring the Custom Full Page View Model in the Registry
• Opening a Dialog Box From Landing Page
  • Creating a Custom Dialog View Model
  • Creating a Custom Dialog View Model HTML Template
  • Configuring the Custom Dialog View Model in the Registry

39 Enabling Authorization in Test Installations

• About Enabling Authorization in Test Installations
• Enabling Authorization in Test Installations
• Modifying Default Authorization Policies
• Adding Custom Authorization Resources and Actions
• Deploying Customizations

40 Customizing Billing Care Labels

• About the Billing Care Resource Bundle
• Customizing the Resource Bundle
  • Creating a Custom XLF File
  • Modifying Existing Labels
  • Adding New Labels
  • Creating Required JavaScript Files for Deployment
• Localizing Billing Care into Other Languages

41 Embedding Billing Care Screens in External Applications

• About Embeddable Billing Care Screens
• Embedding Billing Care Screens
  • Understanding the index_embedded.html File
  • Configuring Your External Application to Access Billing Care
• Configuring Security for External Application Access

42 Extending and Creating Billing Care REST Resources

• About Extending and Creating Billing Care REST Resources
• About Billing Care Sample SDK REST Customizations
• Extending REST Services