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Self-Service Application Guide for Oracle Billing Insight > Managing Hierarchies >
Use Case: Managing Hierarchies (Business Edition Only)
This use case lets a user manage hierarchies, including modifying or deleting element details, and removing or unassigning a user from a hierarchy. Users can view information about a billing or business hierarchy, for one or more billing periods. Users can filter the search within a hierarchy by elements assigned to the hierarchy (such as company, account, service agreement, and user), element status, (such as assigned, unassigned, authorized, and unauthorized), and element attributes. Users can refine searches by keywords found within the selection criteria. Users can search across an entire hierarchy or from a particular position within the hierarchy. Main Path for Managing Hierarchies
The main path occurs when a user clicks Hierarchy, and then Manage to display the Manage Hierarchy page. A new session shows the Manage Hierarchy page from the top; subsequently accessing this page displays the last displayed hierarchy position. Alternate Paths for Managing Hierarchies
No alternate paths occur in this use case. Manage Hierarchy Page Elements
Table 118 describes the elements of this page.
Table 118. Manage Hierarchy Page Elements
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Company Name |
Name of the company for the report context. |
Select Hierarchy Module |
This module displays the following elements:
- Module title text: Please Select Hierarchy
- Text and drop-down list: Type List
- Text and drop-down list: Name List
- Text and drop-down list: Billing Periods List
- Button: Show Filter
Action: Displays the Select Hierarchy Criteria module.
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Select Hierarchy Criteria Module |
This module displays the following elements:
- Module title text: Please Select Hierarchy Criteria
- Text and drop-down list: Element List
- Text and drop-down list: Status List
- Text and drop-down list: Attribute List
- Text and blank field for data entry: Keyword Field
- Text: Hierarchy Location
- Radio button and text: Button Entire Hierarchy Button From Current Position
- Button: Submit
Action: Submits the search, and displays any returned values in the Manage Elements module.
- Button: Reset
Action: Clears the form fields.
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Hierarchy Display Module |
This module displays the following elements:
- Module title text: Hierarchy Display
- Hierarchy tree
- Text and data: Last Modified Date Time Modified By Method or User
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Node and Element Module |
This module displays the following elements:
- Module title text: Current Node (or Manage Elements)
- Tabs:
- Details
Tab target: Displays details about the selected hierarchy node (user, company, account number, or service number)
- Elements
Tab target: Displays the elements returned by the Select Hierarchy Criteria module.
- Entities on the Details tab:
- Button: Submit
Action: Updates the modified or deleted details.
- Button: Reset
Action: Clears the form fields.
- (For a selected User) Button: Remove
Action: Displays a message and buttons.
- Text: Performing this operation will permanently remove this item from this location in the hierarchy. The item will be unassigned. Do you want to continue?
- Button: Submit
Action: Removes, or unassigns, the user from the hierarchy position.
- Button: Cancel
Action: Cancels the action.
- Account number and group details:
- Text and editable data: Account Number Account number
- Text and editable data: Account Name Account name
- Text and editable data: Contact Name Contact name
- Text and editable data: Company Name Company name
- Text and editable data: Description Description
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Node and Element Module, continued |
- Company details:
- Text and editable data: Company ID Company ID
- Text and editable data: Company Name Company name
- Text and editable data: Address Address
- Text and editable data: City City
- Text and editable data: State State
- Text and editable data: Postal Code Postal code
- Text and editable data: Country Country
- Service number details:
- Text and editable data: Service Number Service number
- Text and editable data: Account Number Account number
- Text and editable data: Subscriber Name Subscriber name
- Text and editable data: Description Description
- Text and editable data: Address Address
- Text and editable data: City City
- Text and editable data: State State
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Node and Element Module, continued |
- Text and editable data: Postal Code Postal code
- Text and editable data: Country Country
- Text and editable data: Geography Geography description
- Text and editable data: Division Division
- Text and editable data: Department Department
- Text and editable data: Cost Center Cost center
- Text and editable data: Employee ID Employee ID
- User details:
- Text and editable data: First Name First name
- Text and editable data: Last Name Last name
- Text and editable data: Street 1 Street address line 1
- Text and editable data: Street 2 Street address line 2
- Text and editable data: City City
- Text and editable data: State State
- Text and editable data: Postal Code Postal code
- Text and editable data: County County
- Text and editable data: Country Country
- Text and editable data: Email 1 Email address 1
- Text and editable data: Email 2 Email address 2
- Text and editable data: Phone 1 Phone number 1
- Text and editable data: Phone 2 Phone number 2
- Text and editable data: Fax Fax number
- Entities on the Manage Elements tab:
- Title text and data: Results (Number items)
- Column headings:
- Check box (for All)
- Data: Element type
- Text: Position
- Column content:
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Node and Element Module, continued |
- Data and link: Element
Link target: Displays details for the element.
- Data and link: Hierarchy position
Link target: Selects the hierarchy position as the current position for the Manage Hierarchy page.
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