Self-Service Application Guide for Oracle Billing Insight > Managing Company Information >

Use Case: Managing Company Settings (Business Edition Only)


This use case lets an Admin assign and unassign service agreements to company users, and to import, or bulk load, a CSV file with subscribers.

Oracle Billing Insight provides a preconfigured Microsoft Excel file, bulkLoadSubscribersTemplate_en_US.csv, to use as a template for creating the company subscriber input file. The template file can be also downloaded in this use case.

Main Path for Managing Company Settings

The main path occurs when an admin clicks My Account, Company, and then Settings to display the Administrative Settings page.

Alternate Paths for a Managing Company Settings

No alternate paths occur in this use case.

Administrative Settings Page Elements

Table 154 describes the elements of this page.

Table 154. Administrative Settings Page Elements
Page Element
Description

Page Title Text

Administrative Settings

Search Company Service Agreements Module

This module displays the following elements:

  • Module title text: Search Company Service Agreements
  • Text and blank field for data entry: Account Number Field
  • Text and blank field for data entry: Service Number Field
  • Text and blank field for data entry: First Name Field
  • Text and blank field for data entry: Last Name Field
  • Text and blank field for data entry: User ID Field
  • Text and check box: Display Unassigned Service Agreements Button
  • Button: Search
    Action: Displays the selected service agreements.
  • Button: Import Subscribers
    Action: Displays the Import Subscribers module.
  • Download and printer-friendly elements

Company Service Agreements Module

This module displays the following elements:

  • Module title text and data: Company Service Agreements (Number items)
  • Column headings:
    • Text and sorting link: Service Number
    • Text and sorting link: Account Number
    • Text and sorting link: User ID
    • Text and sorting link: First Name
    • Text and sorting link: Last Name
    • Text: Actions
  • Column content:
    • Data: Service Number
    • Data: Account Number
    • Data: User ID
    • Data: First Name
    • Data: Last Name
    • Text and links: Assign or Unassign
      Action: The Assign link displays the Assign Service Number module. The Unassign link displays the Unassign Service Number module.

Assign Service Number Module

This module displays the following elements:

  • Module title text: Assign Service Number
  • Text: Warning Message: You have selected the following Service Number to be assigned.
  • Text and data: Account Number Account number
  • Text and data: Service Number Service number
  • Text and drop-down list: Select User Type List
  • Button: Back
    Action: Displays the Users page.

Search for Users Module

This module displays the following elements:

  • Module title text: Search for Users
  • Text and blank field for data entry: First Name Field
  • Text and blank field for data entry: Last Name Field
  • Button: Go
    Action: Displays the report details.

Users Report Details Module

This module displays the following elements:

  • Module title text and data: Users (Number items)
  • Column headings:
    • Text: Select
    • Text and sorting link: User ID
    • Text and sorting link: First Name
    • Text and sorting link: Last Name
  • Column content:
    • Radio button
    • Data: User ID
    • Data: First name
    • Data: Last name
  • Button: Assign
    Action: Assigns the service agreement to the user.

Enter Subscriber's Name Module

This module displays the following elements:

  • Module title text: Enter Subscriber's Name
  • Text and blank field for data entry: First Name
  • Text and blank field for data entry: Last Name
  • Button: Submit
    Action: Saves the data.

Unassign Service Number Module

This module displays the following elements:

  • Module title text: Unassign Service Number
  • Text: You are about to un assign the following Service Number. Are you sure you want to do this?
  • Text and data: Service Number Service number
  • Text and data: Name Name
  • Button: Unassign
    Action: Unassigns the service number from the user.
  • Button: Cancel
    Action: Cancels the action.

Import Subscribers Module

This module displays the following elements:

  • Module title text: Import Subscribers
  • Icon: Microsoft Excel
  • Text: CSV Template
  • Text: This option is available to Bulk Load Subscribers who are not enrolled within the On-Line application.
  • Text: Please download the Comma Separated Values (CSV) template provided.
    In this file you will need to provide the following attributes: Service Number, Account Number, First Name and Last Name (Service Number and Account Number are required)
    Caution: If a Subscriber has been previously entered, this action will overwrite the details previously entered.
    When completed save this file locally by providing a file name, and a file type of CSV (comma delimited)(*csv)
  • Text and blank field for data entry: * File Field
  • Button: Browse
    Action: Displays the Choose File to Upload dialog box.
  • Button: Submit
    Action: Imports the subscribers.
  • Button: Back
    Action: Displays the Search Company Service Agreements module.
  • Text: *Required Fields

Self-Service Application Guide for Oracle Billing Insight Copyright © 2015, Oracle and/or its affiliates. All rights reserved. Legal Notices.