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

Use Case: Creating a Recurring Payment


This use case lets a user set up recurring payments for one or more billing accounts using a saved payment account. A recurring payment is an automatic payment made on a chosen transfer date, for a chosen amount type (total, total with threshold, or a fixed amount), and for a selected effective period.

Main Path for Creating a Recurring Payment

The main path occurs when a user clicks Add Recurring Payment on the Recurring Payment page.

Alternate Paths for Creating a Recurring Payment

No alternate paths occur in this use case.

Create Recurring Payment Page Elements

Table 93 describes the elements of this page.

Table 93. Create Recurring Payment Page Elements
Page Element
Description

Page Title

Create Recurring Payment

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.

Select Billing Accounts Module

This module displays the following elements:

  • Module title text and data: Select Billing Accounts (Number items)
  • Column titles:
    • Column selection radio button
    • Text and sorting link: Billing Account
    • Text, data, and sorting link: Statement Date
    • Text, data, and sorting link: Statement Amount Due (Currency)
    • Text, data, and sorting link: Statement Due Date
  • Column content:
    • Radio button
    • Data: Account number
    • Data: Statement date
    • Data: Statement amount due
    • Data: Statement due date

Select Payment Account Module

This module displays the following elements:

  • Module title text: Select Payment Account
  • Radio button and text: Button Use Saved Payment Account
  • Drop-down list: Payment account list
  • Text and link: Create New Payment Account
    Link target: Displays the Create Payment Account page. For details, see Create Payment Account Page Elements.
  • Button: Next
    Action: Displays the Select Payment Amount Type, Select Payment Transfer Date, and Select Effective Period modules.
  • Button: Back
    Action: Displays the Search Billing Accounts module.

Message Module

This module displays the following elements:

  • Text: Warning Message
    Recurring Payment setup will be effective only from the next billing cycle. Please take a moment to pay the total amount due for your current bill by making a One-Time Payment.
  • Button: Next
    Action: Displays the Confirm Recurring Payment page. For details, see Confirm Recurring Payment Page Elements.
  • Button: Back
    Action: Displays the Search Billing Accounts module.

Select Payment Amount Type Module

This module displays the following elements:

  • Radio button and text: Button Total Account Due
  • Radio button, text, data, and blank field for data entry: Button Total Amount Due With a Threshold of Currency Field
  • Text: (You will be notified by e-mail if Amount Due exceeds the desired threshold.)
  • Radio button, text, data, and blank field for data entry: Button Fixed Amount Currency Field

Select Payment Transfer Date Module

This module displays the following elements:

  • Radio button, text, and blank field for data entry: Button Field Days Before Due Date
  • Text: (Please enter a valid number of days between 0 and 30)
  • Radio button, text, and drop-down list: Button On The List Of Every Month

Select Effective Period

This module displays the following elements:

  • Radio button and text: Button Until Canceled
  • Radio button, text, and blank field for data entry: Button For Field payments
  • Radio button, text, and blank field for data entry: Button Until Date Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
Confirm Recurring Payment Page Elements

Table 94 describes the elements of this page.

Table 94. Confirm Recurring Payment Page Elements
Page Element
Description

Page Title

Confirm Recurring Payment

Selected Billing Accounts Module

This module displays the following elements:

  • Module title text: Select Billing Accounts
  • Text and data: Account Number Account number
  • Button: Submit
    Action: Displays the Recurring Payment page with a success message. For details, see Recurring Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.

Recurring Payment Summary Module

This module displays the following elements:

  • Module title text: Select Billing Accounts
  • Text and data: From Payment Account Account name
  • Text and data: Account Type Type
  • Text and data: Payment Interval Payment interval
  • Text and data: Effective Period Effective period

Confirm Recurring Payment Module (After editing an existing recurring payment)

This module displays the following elements:

  • Module title text: Confirm Recurring Payment
  • Text and data: Billing Account Billing account From Payment Account Payment account
  • Text and data: Account Type Type Payment Date Option Payment date option
  • Text and data: Effective Period Effective period
  • Button: Submit
    Action: Displays the Recurring Payment page. For details, see Recurring Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Self-Service Application Guide for Oracle Billing Insight Copyright © 2015, Oracle and/or its affiliates. All rights reserved. Legal Notices.