Bookshelf Home | Contents | Index | PDF     

Assisted Service Application Guide for Oracle Billing Insight > Servicing Companies >

Use Case: Searching for a Company

This use case lets an agent search for a company. Searching for a company embeds a Self-Service Dashboard (overview) for the company within the Assisted Service application page. The Dashboard contains company-specific content and functionality derived from the Self-Service application.

The agent can use all the functionality shown on the embedded Self-Service Dashboard for the company. For details about the Dashboard functionality and content, see Self-Service Application Guide for Oracle Billing Insight.

Main Path for Searching for a Company

The main path occurs when an agent logs in, the Assisted Service application displays the Search page, the agent enters a valid company name, clicks Submit to display the View Company page, then clicks the company name to embed the Self-Service Account Dashboard (overview) for the company in the Assisted Service page.

To view a sample page showing an embedded Self-Service Dashboard (overview) for a company see Sample Assisted Service Page With an Embedded Company Dashboard.

For details about Search page elements, see Search Page Elements.

For details about View Companies page elements, see Use Case: Viewing a List of Company Administrators.

Alternate Paths for Searching for a Company

The following alternate paths can occur in this use case:

  • An agent selects the Search option from the Main Menu to display the Search page.
  • An agent enters a full or partial wildcard character search in the Company Name field and clicks Submit. Valid wildcard characters are % and *.
  • An agent selects Company from the Main Menu and enters a valid company name or other full or partial search criteria on the View Company page. For details, see Use Case: Viewing a List of Company Administrators.
View Company Page Elements

Table 16 describes the elements of this page.

Table 16. View Company Page Elements
Page Element
Description

Page Title

View Company

Prompt CSR for Caller Module

This module displays the following elements:

  • Module title text: Prompt CSR for Caller's Information
  • Text and field for data entry: Caller's Name Field
  • Text and field for data entry: Caller's Email Field

Search Company Module

This module displays the following elements:

  • Text and blank field for data entry: Company Name Field
  • Text and drop-down list: Country List
  • Text and drop-down list: State List
  • Text and blank field for data entry: Company ID Field
  • Text and blank field for data entry: Postal Code Field
  • Text: Enter a value for at least one of the options and click Submit.
  • Button: Submit
    Action: Displays the Self-Service Dashboard (overview) for the company within the Assisted Service page. For details, see Sample Assisted Service Page With an Embedded Company Dashboard.
  • Button: Cancel
    Action: Clears the form fields.

Search Results Module

This module displays the following elements:

  • Module title text and data (One of the following):
    • Search on data: Search Results for Field_Searched Search _Criteria (Number items)
    • Wildcard search: Search Results for Field_Searched (Number items)
  • Column titles:
    • Text and sorting link: Company Name
    • Text and sorting link: Company ID
    • Text and sorting link: State
    • Text and sorting link: Country
    • Text and sorting link: Postal Code
    • Text: Actions

Search Results Module, continued
Sample Assisted Service Page With an Embedded Company Dashboard

Figure 12 shows the Assisted Service application with a selected company's Self-Service Dashboard

Figure 12. Self-Service Dashboard for a Selected Company
    
Assisted Service Application Guide for Oracle Billing Insight Copyright © 2015, Oracle and/or its affiliates. All rights reserved. Legal Notices.