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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 access 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, and then clicks Submit to display the View Company page. (From here the agent can verify that they have the correct company and click a button to embed the Self-Service Account Dashboard (overview) for the company within the Assisted Service application.)

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 the Search page, see Search Page Elements.

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.
View Company Page Elements

Table 17 describes the elements of this page.

Table 17. View Company Page Elements
Page Element
Description

Page Title

View Company

Prompt for Caller Module

This module displays the following elements:

  • Module title text: Prompt 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: Search Company
  • 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 Search Results Module listing the company.
  • 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 Item(s))
    • Wildcard search: Search Results for Field_Searched (Number Item(s))
  • 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 10 shows the Assisted Service application with a selected company's embedded Self-Service Dashboard.

Figure 10. Embedded Self-Service Dashboard for a Selected Company
    
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