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Self-Service Application Guide for Oracle Billing Insight > Managing Hierarchies >
Use Case: Searching a Hierarchy (Business Edition Only)
This use case lets a user 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 Searching a Hierarchy
The main path occurs when a user clicks Hierarchy, and then Search to display the Search Hierarchy page. A new session shows the Search Hierarchy page with no data; subsequently accessing this page displays the previous search results. Alternate Paths for Searching a Hierarchy
No alternate paths occur in this use case. Search Hierarchy Page Elements
Table 119 describes the elements of this page.
Table 119. Search Hierarchy Page Elements
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Title Text or Data |
Search Hierarchy. Alternately, a selected element displays (data). |
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 or Hide Filter
Action: Displays or hides 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 the results on the Report module.
- Button: Reset
Action: Clears the form fields.
- Text: Please select an element and status to perform the search within the selected hierarchy.
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Report Module |
This module displays the following elements:
- Module title text and data: Results (Number items)
- Account number and group results:
- Column headings:
- Text: Account Number
- Text: Position
- Text: Account Name
- Text: Contact Name
- Text: Address
- Text: City
- Text: State
- Text: Country
- Text: Postal Code
- Column content:
- Data: and link: Account number
Link target: Displays the Hierarchy Display module, and the Node and Element Modules for the selected hierarchy.
- Data: Position
- Data: Account name
- Data: Contact name
- Data: Address
- Data: City
- Data: State
- Data: Country
- Data: Postal Code
- Company results:
- Column headings:
- Text: Identity ID
- Text: Position
- Text: Company Name
- Text: Address
- Text: City
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Report Module, continued |
- Text: State
- Text: Postal Code
- Column content:
- Data and link: Company ID
Link target: Displays the Hierarchy Display module, and the Node and Element Modules for the selected hierarchy.
- Data: Position
- Data: Company name
- Data: Address
- Data: City
- Data: State
- Data: Postal Code
- Service number results:
- Column headings:
- Text: Service Number
- Text: Position
- Text: Account Number
- Text: Subscriber Name
- Text: Geography
- Text: Division
- Text: Department
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Report Module, continued |
- Text: Cost Center
- Text: Employee ID
- Column content:
- Data and link: Service number
Link target: Displays the Hierarchy Display module, and the Node and Element Modules for the selected hierarchy.
- Data: Position
- Data: Account number
- Data: Subscriber name
- Data: Geography
- Data: Division
- Data: Department
- Data: Cost center
- Data: Employee ID
- User results:
- Column headings:
- Check box (for All)
- Text: Name
- Text: Position
- Text: Email
- Column content:
- Check box
- Data and link: User name
Link target: Displays the Hierarchy Display module, and the Node and Element Modules for the selected hierarchy.
- Data: Hierarchy position
- Data: Email
- Button: Submit
Action: Displays the Hierarchy Display module, and the Node and Element Modules for the selected hierarchies.
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Hierarchy Display Module |
For details on the Hierarchy Display module, see Table 118. |
Node and Elements Module |
For details on the Node and Elements module (Details and Elements tabs), see Table 118. |
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