Self-Service Application Guide for Oracle Billing Insight > Making and Managing Payments >

Use Case: Creating a Payment Account


This use case lets a user create a new payment account for use in making one-time and recurring payments.

Main Path for Creating a Payment Account

The main path occurs when a user clicks Create New Payment Account on the Payment Accounts page to display the Create Payment Account page.

Alternate Paths for Creating a Payment Account

An alternate path occurs when a user clicks Create New Payment Account on the Create Recurring Payment page.

Create Payment Account Page Elements

Table 104 describes the elements of this page.

Table 104. Create Payment Account Page Elements
Page Element
Description

Page Title

Create Payment Account

Search Billing Accounts Module

This module displays the following elements:

  • Module title text: Search Billing Accounts
  • Text: *To filter the list of billing accounts below you can either provide a billing account number (wildcards are accepted), or a statement due by date.
  • Text and blank field for data entry: Billing Accounts Field
  • Text and blank field for data entry: Statement Due By Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Button: Submit
    Action: Searches for the account.
Payment Account Confirmation Page Elements

Table 105 describes the elements of this page.

Table 105. Payment Account Confirmation Page Elements
Page Element
Description

Page Title

Payment Account Confirmation

Message Module

This module displays the following element:

  • Text: Confirmation
    Upon clicking submit the following bank account information will be saved as a valid payment account.

Payment Account Information Module

This module displays the following elements:

  • Module title text: Payment Account Information
  • Text: Payment Account Information
  • Text: Payment Account Name
  • Data: Payment Account Name
  • For a bank account:
    • Text: Bank Account Information
    • Text: Bank Name
    • Data: Bank Name
  • For a credit card:
    • Text: Credit Card Information
    • Text: Name on Credit Card
    • Data: Name on card
    • Text: Street Address
    • Data: Street address
    • Text: Apt./Suite Number
    • Data: Apt. or suite number
    • Text: State
    • Data: State
    • Text: Postal Code
    • Data: Code
    • Text: Country
    • Data: Country
    • Text: Credit Card Number
    • Data: Credit card number
    • Text: Credit Card Type
    • Data: Credit card type

Payment Account Information Module, continued

    • Text: Expiration Date (MM/YYYY)
    • Data: Date
    • Text: City
    • Data: City
  • For a debit card:
    • Text: Debit Card Information
    • Text: Name on Debit Card
    • Data: Name on card
    • Text: Street Address
    • Data: Street address
    • Text: Apt./Suite Number
    • Data: Apt. or suite number
    • Text: State
    • Data: State
    • Text: Postal Code
    • Data: Code
    • Text: Country
    • Data: Country
    • Text: Debit Card Number
    • Data: Debit card number
    • Text: Expiration Date (MM/YYYY)
    • Data: Date
    • Text: City
    • Data: City
  • Text: Account Type
  • Data: Account type
  • Button: Submit
    Action: Submits the data and displays the Payment Account Summary page. For details, see Payment Account Summary Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Payment Account Summary Page Elements

Table 106 describes the elements of this page.

Table 106. Payment Account Summary Page Elements
Page Element
Description

Page Title

Payment Account Summary

Message Module

This module displays the following element:

  • Text and link: Success Message
    Your payment account has been created successfully. Would you like to share this payment account? Click here.
    Link target: Displays the Share Payment Account page. For details, see Share Payment Account Page Elements.

Payment Account Information Module

This module displays the following elements:

  • Module title text: Payment Account Information
  • Text: Payment Account Information
  • Text: Payment Account Name
  • Data: Payment Account Name
  • For a bank account:
    • Text: Bank Account Information
    • Text: Bank Name
    • Data: Bank Name
  • For a credit card:
    • Text: Credit Card Information
    • Text: Name on Credit Card
    • Data: Name on card
    • Text: Street Address
    • Data: Street address
    • Text: Apt./Suite Number
    • Data: Apt. or suite number
    • Text: State
    • Data: State
    • Text: Postal Code
    • Data: Code
    • Text: Country
    • Data: Country
    • Text: Credit Card Number
    • Data: Credit card number
    • Text: Credit Card Type
    • Data: Credit card type
    • Text: Expiration Date (MM/YYYY)
    • Data: Date
    • Text: City
    • Data: City

 

  • For a debit card:
    • Text: Debit Card Information
    • Text: Name on Debit Card
    • Data: Name on card
    • Text: Street Address
    • Data: Street address
    • Text: Apt./Suite Number
    • Data: Apt. or suite number
    • Text: State
    • Data: State
    • Text: Postal Code
    • Data: Code
    • Text: Country
    • Data: Country
    • Text: Debit Card Number
    • Data: Debit card number
    • Text: Expiration Date (MM/YYYY)
    • Data: Date
    • Text: City
    • Data: City
  • Text: Account Type
  • Data: Account type
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