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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 Payments, and then Accounts to display the Create Payment Account page (when no payment accounts currently exist). Alternate Paths for Creating a Payment Account
The following alternate paths can occur in this use case:
- A user clicks Create a New Payment Account on the Payment Accounts page.
- A user clicks Create a New Payment Account on the Create Recurring Payment page.
Create a Payment Account Page Elements
Table 101 describes the elements of this page.
Table 101. Create a Payment Account Page Elements
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Page Title |
Create a Payment Account |
Select Payment Account Type Module |
This module displays the following elements:
- Text: Select a Payment Account Type:
- Radio button and text: Button Bank Account
- Radio button and text: Button Credit Card
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Bank Account Information Module |
This module displays the following elements:
- Module title text: Enter Bank Account Information
- Text: Payment Account Information
- Text and blank field for data entry: *Payment Account Name Field
- Text: Bank Account Information
- Text and blank field for data entry: *Bank Name Field
- Text and drop-down list: * Account Type List
- Text and blank field for data entry: *Account Number Field
- Text and blank field for data entry: *Confirm the Account Number Field
- Text and blank field for data entry: *Routing Number Field
- Graphic: Bank check with routing and account number callouts
- Text: *Required Fields
- Button: Next
Action: Displays the Confirm Payment Account Page. For details, see Payment Account Confirmation Page Elements.
- Button: Cancel
Action: Cancels the action.
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Credit Card Information Module |
This module displays the following elements:
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Payment Account Confirmation Page Elements
Table 102 describes the elements of this page.
Table 102. Payment Account Confirmation Page Elements
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Page Title |
Payment Account Confirmation |
Message Module |
This module displays the following element:
- Text: Confirmation
- Text:
- For a new bank account: If you click Submit, the following bank account information will be saved as a valid payment account.
- For a new credit card account: If you click Submit, the following credit card account information will be saved as a valid payment account.
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Payment Account Information Module |
This module displays the following elements:
- Module title text: Payment Account Information
- Text: Payment Account Information
- Text and data: Payment Account Name Account name
- For a bank account:
- Text: Bank Account Information
- Text and data: Bank Name Bank name
- Text and data: Account Type Account type
- Text and data: Account Number Account number
- Text and data: Routing Number Routing number
- For a credit card:
- Text: Credit Card Information
- Text and data: Name on Credit Card Name
- Text and data: Street Address Address
- Text and data: Apt./Suite Number Number
- Text and data: State State
- Text and data: Postal Code Code
- Text and data: Credit Card Type Type
- Text and data: Country Country
- Text and data: Email Address Email
- Text and data: City Cityl
- 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.
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Enter Security Information Module |
This module displays the following elements:
- Module title text: Enter Security Information
- Text and blank field for data entry: *Credit Card Number
- Text and blank field for data entry: *Expiration date
- Text and blank field for data entry: *CVV Code
- Text: CVV Code is used for validation purpose only
- Text: *Required Fields
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Payment Account Summary Page Elements
Table 103 describes the elements of this page.
Table 103. Payment Account Summary Page Elements
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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.
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Payment Account Information Module |
This module displays the following elements:
- Module title text: Payment Account Information
- Text: Payment Account Information
- Text and data: Payment Account Name Account name
- For a bank account:
- Text: Bank Account Information
- Text and data: Bank Name Bank name
- Text and data: Account Type Account type
- Text and data: Account Number Account number
- Text and data: Routing Number Number
- For a credit card:
- Text: Credit Card Information
- Text and data: Name on Credit Card Name
- Text and data: Street Address Address
- Text and data: Apt./Suite Number Number
- Text and data: State State
- Text and data: Postal Code Code
- Text and data: Country Country
- Text: Credit Card Number Number
- Text: Credit Card Type Type
- Text and data: Expiration Date
- Text and data: City City
- Text and data: Email Address: Email
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