Application Guide for Oracle Self-Service E-Billing (Business Edition) > Customer Service Representative Use Cases >

Searching for an Organization


Customer service representatives can use this use case to search for an organization. Table 91 lists and describes the use case functions.

Table 91. Searching for an Organization
Function
Description

Name

Searching for an Organization

Feature Area

CSR

Users

Customer service representative (CSR)

Trigger

The user selects Organization tab

Preconditions

Organization and accounts exist.

Rules

The number of rows displayed on the results page can be configured by user. Pagination UI guidelines apply for all search result pages.

Configuration Points

Search Organization:

  • Company Name
  • Phone Number
  • Account Number
  • Tax ID
  • Address
  • City
  • State
  • Postal Code

Main Path for Searching For an Organization

The following path describes this use case:

  1. A CSR selects Search Organization to find an account in order to view the account details.
  2. Oracle Self-Service E-Billing displays search screen.
    • Company name
    • Phone number
    • Account Number
    • Tax ID (Unique ID)
    • Address
    • City
    • State
    • Postal Code
  3. The CSR enters criteria and submits the form. The user can enter an asterisk (*) for wild card search.
  4. Oracle Self-Service E-Billing displays a list of all matching Organizations - Search Organization Results screen.
  5. Oracle Self-Service E-Billing displays search results screen and provides options to select:
    • View Organization Profile.
    • View Assigned Administrators.
  6. Oracle Self-Service E-Billing displays the appropriate child screen.

Alternate Paths for Searching For an Organization

Alternate paths can occur in this use case.

The User Clears Search Fields and Can Search Again

After a search the user can clear the search fields and perform another search.

No Matching Accounts are Found for the Given Criteria

Oracle Self-Service E-Billing displays a message stating that there are no matching results.

The User Selects View Profile

Oracle Self-Service E-Billing displays Organization Detail screen.

The User Selects View Administrator Details

Oracle Self-Service E-Billing displays the View Assigned Administrators page.

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