Self-Service Application Guide for Oracle Billing Insight

What's New in This Release

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Overview of the Self-Service Application

About This Guide

About the Self-Service Application

Self-Service Application User Roles

Common UI Elements

Common Exceptions

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Enrolling and Logging In

Use Case: Enrolling As a User (Business Edition Only)

Use Case: Enrolling As a User (Consumer Edition Only)

Use Case: Logging Into the Self-Service Application

Use Case: Logging Out of the Self-Service Application

Use Case: Forgot User ID

Use Case: Forgot Password

Use Case: Resetting a Password

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Viewing Billing and Business Account Overviews

Use Case: Viewing the Dashboard Overview (Business Edition, Billing Hierarchy)

Use Case: Viewing the Dashboard Overview (Business Edition, Business Hierarchy)

Use Case: Viewing the Dashboard Overview (Consumer Edition)

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Viewing Unbilled Usage

Use Case: Viewing Unbilled Usage

Use Case: Viewing Unbilled Usage by Service Agreement

Use Case: Viewing Unbilled Transaction Details

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Viewing Statement Reports

Use Case: Viewing a Billing Summary (Business Edition Only)

Use Case: Viewing a Group or Service Spending Trend Report (Business Edition Only)

Use Case: Viewing a Statement Summary

Use Case: Viewing a Statement Account Summary

Use Case: Viewing a Statement Service Summary

Use Case: Viewing a Statement Usage Summary

Use Case: Viewing Statement Usage Details

Use Case: Viewing Service Transaction Details

Use Case: Disputing a Transaction

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Viewing Standard Analytic Reports

Use Case: Selecting Analytic Reports

Use Case: Viewing the Account Billing Overview Report

Use Case: Customizing the Account Billing Overview Report

Use Case: Viewing the Account Billing Trend Report

Use Case: Viewing the Statement Billing Overview Report

Use Case: Viewing the Service Billing Overview Report

Use Case: Viewing the Service Billing Trend Report

Use Case: Viewing the Group Summary Report (Business Edition Only)

Use Case: Viewing the Group Spending Report (Business Edition Only)

Use Case: Viewing the Group Spending Trend Report (Business Edition Only)

Use Case: Viewing the Service Spending Trend Report (Business Edition Only)

Use Case: Viewing the Service Details Report

Use Case: Customizing the Service Details Report

Use Case: Viewing the Total Cost by Plan Report

Use Case: Viewing the Find Calls Report

Use Case: Viewing a List of Custom Reports

Use Case: Deleting a Custom Report

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Viewing Top X Analytic Reports

Use Case: Viewing the Highest Spending Services Report

Use Case: Viewing the Highest Spending Services by Service Agreement Report

Use Case: Viewing the Most Expensive Calls Report

Use Case: Viewing the Longest Calls Report

Use Case: Viewing the Most Frequently Called Numbers Report

Use Case: Viewing the Most Frequently Called Numbers by Service Agreement Report

Use Case: Viewing the Most Frequently Called Numbers by Service Agreement Details Report

Use Case: Viewing the Most Frequently Called Destinations Report

Use Case: Viewing the Most Frequently Called Destinations by Service Agreement Report

Use Case: Viewing the Most Frequently Called Destinations by Service Agreement Details Report

Use Case: Viewing the Most Frequently Called Countries Report

Use Case: Viewing the Most Frequently Called Countries by Service Agreement Report

Use Case: Viewing the Most Frequently Called Countries by Service Agreement Details Report

Use Case: Viewing the Most Frequently Texted Numbers Report

Use Case: Viewing the Number Texted Report

Use Case: Viewing the Number Texted by Service Agreement Report

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Managing Costs and Budgets (Business Edition Only)

Use Case: Viewing the Group Budget Report (Business Edition Only)

Use Case: Viewing the Service Budget Report (Business Edition Only)

Use Case: Viewing the Yearly Budget Report (Business Edition Only)

Use Case: Viewing the List of Budget Reports (Business Edition Only)

Use Case: Managing Budgets (Business Edition Only)

Use Case: Managing Cost Reallocation Settings (Business Edition Only)

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Creating and Viewing Analytic Batch Reports

Use Case: Creating a Batch Report

Use Case: Viewing a List of Pending Batch Reports

Use Case: Viewing a List of Scheduled Batch Reports

Use Case: Viewing a List of Completed Batch Reports

Use Case: Viewing a List of Failed Batch Reports

Use Case: Viewing the Selected Options for a Batch Report

Use Case: Deleting a Batch Report

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Making and Managing Payments

Use Case: Making a One-Time Payment

Use Case: Editing a One-Time Payment Transaction

Use Case: Canceling a One-Time Payment Transaction

Use Case: Creating a Recurring Payment

Use Case: Viewing Recurring Payments

Use Case: Editing a Recurring Payment

Use Case: Canceling a Recurring Payment

Use Case: Making a Quick Payment

Use Case: Viewing Payment Activity

Use Case: Creating a Payment Account

Use Case: Viewing a List of Payment Accounts

Use Case: Selecting a Default Payment Account

Use Case: Sharing a Payment Account

Use Case: Editing a Bank Account (Payment Account)

Use Case: Editing a Credit Card Account (Payment Account)

Use Case: Editing a Debit Card Account (Payment Account)

Use Case: Deleting a Bank Account (Payment Account)

Use Case: Deleting a Credit Card Account (Payment Account)

Use Case: Deleting a Debit Card Account (Payment Account)

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Managing Hierarchies

Use Case: Managing Hierarchies (Business Edition Only)

Use Case: Searching a Hierarchy (Business Edition Only)

Use Case: Comparing Hierarchy Periods (Business Edition Only)

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Administering Hierarchies

Use Case: Creating a Hierarchy (Business Edition Only)

Use Case: Copying a Hierarchy (Business Edition Only)

Use Case: Importing a Hierarchy (Business Edition Only)

Use Case: Publishing a Hierarchy (Business Edition Only)

Use Case: Downloading a Hierarchy (Business Edition Only)

Use Case: Expiring a Hierarchy (Business Edition Only)

Use Case: Deleting a Hierarchy (Business Edition Only)

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Managing a Personal Profile

Use Case: Updating a Personal Profile

Use Case: Changing a Password

Use Case: Changing a Security Question and Answer

Use Case: Setting Notifications

Use Case: Viewing Personal Contacts

Use Case: Editing a Personal Contact

Use Case: Deleting a Personal Contact

Use Case: Adding a Personal Contact

Use Case: Importing Personal Contacts

Use Case: Setting Personal Preferences

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Managing Company Information

Use Case: Viewing a Company Profile (Business Edition Only)

Use Case: Viewing Company Contacts (Business Edition Only)

Use Case: Editing a Company Contact (Business Edition Only)

Use Case: Deleting a Company Contact (Business Edition Only)

Use Case: Adding a Company Contact (Business Edition Only)

Use Case: Importing Company Contacts (Business Edition Only)

Use Case: Viewing Company Users (Business Edition Only)

Use Case: Editing a Company User (Business Edition Only)

Use Case: Deleting a Company User (Business Edition Only)

Use Case: Reactivating a Company User (Business Edition Only)

Use Case: Adding a Company User (Business Edition Only)

Use Case: Importing Company Users (Business Edition Only)

Use Case: Managing Company Settings (Business Edition Only)

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Servicing Prepay Accounts

Use Case: Viewing a Prepay Billing Account Overview (Consumer Edition Only)

Use Case: Viewing Most Expensive Transactions Report for a Prepay Account (Consumer Edition Only)

Use Case: Viewing Most Expensive Transactions by Called Number Report for a Prepay Account (Consumer Edition Only)

Use Case: Viewing Total Usage Spent Report for a Prepay Account (Consumer Edition Only)

Use Case: Viewing the Transaction Details Report for a Prepay Account (Consumer Edition Only)

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