Profiles in Siebel Communications

This chapter explains some basic concepts regarding profiles and includes procedures for creating them. It also describes the interrelationship among profiles, business functions, and back-office applications. It includes the following topics:

About Profiles in Siebel Communications

Administrators, such as call center administrators, sales administrators, and sales managers, benefit from reading this chapter. It shows where customer service representatives (end users) enter information for these profiles and which information might be critical for smooth integration with back-office applications. After becoming familiar with the end-user procedures, you can customize the software to fit your company’s needs.

A profile stores information required to perform a business function. For example, a billing profile contains the information needed to invoice the customer for products and services.

Profile Types

The following describes the account profiles available within Siebel Communications.

Profile	Comments
Address Profile and MSAG Profile	Allows for validation of an address against a master street address guide (MSAG) data source or other external database.This validation helps provide an accurate address in the format needed for external applications, such as an Emergency 911 database. You can also use the MSAG Profile as an example for creating other profiles relevant to your company.
Billing Profile	Captures the bill run characteristics needed to invoice the customer for products and services. It is generally associated with a billing account. An account has one billing profile that can be used in multiple billing applications to produce a bill for the account.
Customer Profile	Contains information about an account when the customer is an organization rather than a residential account. Much of the profile information can be added automatically if your company imports this data into Siebel Communications from its billing software or customer information application.
Exemption Profile	Contains the specific information related to any subsidies and exemptions for which the customer may be eligible, tracks when a subsidy or exemption takes place, and records the receipt of supporting information.
Financial Profile	Contains information used to perform a credit check on the customer.
Fraud Profile	Contains information about the fraud status of an account. It allows end users to set fraud thresholds that, when exceeded, trigger a fraud alert.
Loyalty Profile	Contains information needed to predict customer churn, estimate debt risk, and identify upsell and cross-sell opportunities. When integrated with a third-party predictive modeling package, it displays scores generated by that software.
Site Profile	Contains detailed information about an account’s location.
Statement Profile	Records billing statement preferences, including number of copies, media, and contact requesting the statement.

Note: The order management module no longer uses the Service Profile view. If you used the Service Profile view in the 6.x or earlier versions of Siebel Communications, then you want to use the new MSAG Profile view instead.

Profile Roles and Responsibilities

The following information lists the employees who generally perform the procedures related to profiles.

Position	Description
Customer service representative	Focuses on call center activities, primarily responding to customer inquiries and sales order requests. Understands account hierarchies, including the required key information for a profile. Creates profiles for new customers, modifies and adds profiles for existing customers.
Sales representative	Focuses on outside sales and customer relationship management. Understands account hierarchies, including the required information for profiles. Creates profiles for new customers, modifies and adds profiles for existing customers.

Scenario for Using Profiles in Siebel Communications

This topic gives one example of how profiles might be used. You might use profiles differently, depending on your business model.

For a new customer, the customer service representative (CSR) has already created an account hierarchy, added a contact for the account, and entered an address for the account. This scenario continues the Scenario for Using Accounts in Siebel Communications.

Now, for each service account in the hierarchy, the CSR wants to validate its address against the MSAG (master street address guide) database or a similar external database. This validation guarantees that the proper address format is sent to the Emergency 911 database when the service is provisioned.

After submitting each new address for validation, the CSR chooses the correct match from the list the database sends back. She checks to see that the validated field has been automatically updated to indicate the procedure was completed.

Next the CSR creates unique profiles associated with individual accounts. Each profile stores information necessary to perform a business function.

Starting with the first-level parent account, the CSR creates a financial profile and a statement profile as follows:

The CSR creates a financial profile for the first-level parent account because the customer’s company has financial responsibility for all its accounts. The financial profile includes all necessary information to perform a credit check on the company.
The CSR also creates a statement profile for the first-level account because the customer wants to receive a statement at the corporate level that summarizes all charges for products and services.
The statement profile contains information, such as the address, number of copies of the statement required, statement media type, frequency of statement, contact person, and so on. Each statement profile is given a unique identifier within the CSR’s company’s billing application. All the profile information is required by the billing application so that the statement can be processed.

The CSR then moves on to the billing subaccounts in the hierarchy and creates separate billing profiles for those subaccounts. Each billing profile stores information, such as the mailing address, contact, billing frequency, and debit or credit card data for that account.

She then creates statement profiles for several subaccounts so that those offices can receive informational statements for the amount of service used.

Next she creates an exemptions profile when subsidy and tax exemption information applies. For example, a charitable organization has a tax exemption status. Exemption profiles can be created for any level of the account hierarchy and are usually part of the initial account setup. They contain information that can also be passed to the billing application.

Then she creates a site profile for each service account, which specifies how many floors the site has, where equipment is located within the site, and so on.

The following image shows the accounts and profiles needed for the customer’s account hierarchy in the business scenario, In summary, the accounts and profiles needed are as follows:

Note: Siebel Communications does not restrict how end users build hierarchies. If you want to enforce certain rules, then you must set the rules up within Siebel Business Applications. This image shows one recommended use of profiles for specific account classes.

The Customer Master Account requires a Statement Profile and Financial Profile.
Each of the service accounts (Newcastle Service Account, York Service Account, and Birmingham Service Account) requires a Statement Profile, Site Profile, and Address Profile.
The Billing Aggregator Account requires a Statement Profile and Exemption Profile.
Each of the billing accounts (Birmingham Billing Account, and Northern England Billing Account) requires a Billing Profile and Statement Profile.

Account Hierarchy and Profiles for Business Scenario: This image is described in the surrounding text.

The following image summarizes the interrelationship among accounts, profiles, and back-office applications in the business scenario. In summary, the interrelationships are as follows:

Note: For simple residential customer accounts (those not separated into billing and service accounts), all profiles are directly associated with the customer account and not with subaccounts as shown in the following image.

Customer master account has the following:
- Profiles for Accounts: Statement, Fraud, Financial, Customer and Loyalty profiles.
- Back-office System Integration: Billing system, Fraud management system, Credit verification system, Billing or customer information system, and Predictive modeling system.
Billing subaccounts have the following:
- Profiles for Accounts: Billing and Exemption profiles.
- Back-office System Integration: Billing system.
Servicce subaccounts have the following:
- Profiles for Accounts: Address and Site profiles.
- Back-office System Integration: Address validation against master street address guide (MSAG) and Enterprise resource planning or customer information system.

This image is described in the surrounding text.

Creating and Updating a Profile in Siebel Communications (End User)

At each level in the account hierarchy, end users can create one or more account profiles. However, administrators must make sure the application supports the specific type of profiles they want end users to maintain. For example, if the billing application does not support exemption plans, then an exemption profile is not necessary.

Topics in this chapter describe the various profiles you can create using the procedure in this topic and the unique fields required for each.

Note: This topic pertains to all profiles except Address (MSAG) Profiles. For information about working with MSAG profiles, see Creating and Updating an Address Profile in Siebel Communications (End User).

To create or update a profile

Navigate to the Accounts screen, then the Accounts List view.
Drill down on the name of the account.
Click the Profiles view tab.
In the link bar of the Profiles view, click a profile type.
In the forms or lists that appear for that specific profile, update the information.

About Billing Profiles in Siebel Communications

End users create a billing profile to invoice the customer for products and services. A billing profile contains such information as billing frequency, payment type, bill media, bill type, and the customer’s email address for sending a bill electronically. This information can be submitted to a back-office application for bill processing.

A billing profile is generally associated with a billing account and can represent the legally binding agreement between the customer and the service provider. A billing profile might contain information synchronized from an external billing application.

End users can associate more than one billing profile with an account, but they must choose one billing profile as the primary billing profile.

When Siebel Communications is integrated with a third-party billing application through Oracle Application Integration Architecture, a billing profile record is successfully passed to the billing application if the contact and address fields for the record contain data and if the payment method field for the record is Credit Card, Automatic Debit, or Bill Me. Additionally, if the payment method is Credit Card, the billing profile record is successfully passed to the billing application only if the Name, Credit Card #, and Exp fields in the Credit Card Payment form contain data. If the payment method is Automatic Debit, the billing profile record is successfully passed to the billing application only if the Account # and Routing # fields in the Automatic Debit form contain data.

After billing profiles are created, end users can select any billing profile for the account that is associated with a quote, a quote line item, an order, or an order line item (and, through an order line item, with an asset). For more information about Oracle Application Integration Architecture, see About Prebuilt Integration with Siebel Communications.

Creating or Updating a Billing Profile in Siebel Communications

To create or update a billing profile in Siebel Communications, follow this procedure.

To create or update a billing profile

Navigate to the Accounts screen, then the Accounts List view.
In the Accounts list, click the Name field for the account.
Click the Profiles view tab.
In the link bar of the Profiles view, click Billing Profile.
The Billing Profile list appears.

Alternatively, you can display the Billing Profile list if you navigate to the Billing Data Administration screen, then the Profiles view, select an account in the Billing Accounts list, and click the Billing Profile view tab.

Enter data about the profile for the account in the Billing Profile list fields.

Some fields are described in the following table.

Field	Comments
Name	The name of the billing profile.
Primary	Select this field to indicate that this profile is the most commonly applicable profile for the customer. Each account can have only one primary profile.
Frequency	The interval in which you bill the customer for service. All of the billing profiles for an account must have the same value in the this field. If you create a billing profile with a different value in this field than the other billing profiles for the account, the billing profile is not successfully passed to the billing application.
Payment Type	Select Postpaid if the customer pays after using the service. Select Prepaid if the customer pays before using the service. If you select Prepaid, the Top Up Preference form appears after the Billing Profile list. See Step 8 to enter account replenishment details in this form.
Payment Method	The value in this field determines the fields available in the form for payment details. If you select a payment method of Credit Card, the Credit Card Payment form appears after the Billing Profile list. See the following. If you select another payment method, the Automatic Debit form appears after the Billing Profile list. See Step 7.
Email Bill To	The email address to which the customer bill is sent.
Auto Top-Up	Select this check box to indicate that the account is automatically replenished when the account balance decreases to a threshold amount that you specify.

If you select Credit Card in the Payment Method field, enter credit card details for the account in the Credit Card Payment form that appears after the Billing Profile list.

Some fields are described in the following table.

Field	Comments
Category	Category of the payment card, such as Debit, Procurement, or Credit card.
Blocked	After you use an external system to verify a card, select this field if you discover that the card is blocked.
Blocked Reason	The reason the card is blocked. This reason applies only to the card in the Payment Details view, not to other customer cards.

If you select a payment method other than Credit Card in the Payment Method field, enter payment method details for the account in the Automatic Debt form that appears after the Billing Profile list.

If you select Prepaid in the Payment Type field, enter replenishment details for the account in the Top Up Preference form that appears after the Billing Profile list.

Some fields are described in the following table.

Field	Comments
Top-Up Amount	When the account is replenished, the amount by which to replenish the account.
U/M	The unit of measure for the top-up amount (for example, minutes or currency).
Threshold Amount	When the account balance decreases to this amount, the account is replenished.
Threshold UOM	The unit of measure for the threshold amount (for example, minutes or currency).
SMS Notification	Check this box to notify the contact for the account when the account is replenished.
Frequency	The interval in which a billing application automatically reviews the threshold amount to determine if the account balance needs replenishment. The billing application executes the replenishment. If you select the Auto Top-Up check box in Step 5, this field value has no effect because the account is automatically replenished when the account balance decreases to the threshold amount.

About Customer Profiles in Siebel Communications

End users create a customer profile for accounts when the customer is an organization rather than a residential account. Much of the profile information can be added automatically if your company imports this data into Siebel Communications from its billing software or customer information application.

The customer profile allows end users to capture relevant customer information, such as financial and sales information about the customer, and to record information about the customer’s partners and competitors.

About Exemption Profiles in Siebel Communications

End users create an exemption profile to list subsidy and exemption information for which the customer may be eligible. An exemption profile includes fields to track when a subsidy or exemption takes place, and it records the receipt of supporting information.

The following describes some fields in the Exemption Profiles form.

Section	Field	Comments
LIFELINE	Eligible	Customer’s eligibility for Lifeline assistance.
	Received Date	Date when Lifeline documentation is received.
	Effective Date	Date when Lifeline assistance is effective.
	Renewal Date	Date when Lifeline renewal is required.
DIRECTORY ASSISTANCE	Status Effective Date	Select from the Status drop-down list and the Effective Date calendar.
TAX EXEMPTION	Federal Id State Id County Id City Id	Identification numbers to show eligibility for a federal, state, county, and city exemption for tax.
TAX EXEMPTION	Tax Exemption Number	Number of the certificate that is issued for temporary exemption from tax.
TEL-ASSISTANCE	Requested Status Social Security Number Effective Date	Select from the Status drop-down list and the Effective Date calendar.

About Financial Profiles in Siebel Communications

End users create a financial profile to perform a credit check on the customer. To verify a customer’s credit, Siebel Communications submits a request to a back-office application or credit bureau. The back-office application or credit bureau sends back a response that includes a credit score that determines whether the customer is authorized by internal credit policy to subscribe to services. These back-office applications perform credit checks for incorporated businesses or individuals.

The following describes some fields in the Financial Profiles form. However, different fields can appear according to the value you select in Account Type field of the account record.

Section	Field	Comments
PROFILE	Contact Last Name and First Name	Contact for the account. When you create a new record, this field is automatically populated with the name of the contact in the Primary Contact field of the account record.
	Corporate Number	Business number that is provided by a state, county, or city government.
	Legal Entity	Legal name of the company or corporation.
	Tax Profile Code	Code from standard tax categories that classify companies according to their tax aspects. This information is stored in an external billing application or an external credit and tax application.
BANK	Account Name Account # Bank Name Bank Branch	Customer’s bank information for a credit check.
CREDIT RATING	Rating	Credit rating of the customer.
	Source	Group that performed the most recent credit rating.
	Last Update	Date the last credit check was performed.
	Update By	User ID of the person who last requested a credit check.

Running a Credit Check

To run a credit check, the financial profile information is sent to an external application that reports a credit rating. The credit rating is typically produced by a credit bureau and indicates the customer’s ability to pay. This credit rating helps companies to assess their risk before agreeing to credit terms with a potential customer.

Note: Credit check data for an incorporated business or an individual includes business name, billing address, corporate ID, and tax ID. For an unincorporated business, credit check data includes name, social security number, and driver’s license.

To run a credit check

Set up the financial profile.
For more information about creating a profile, see Creating and Updating a Profile in Siebel Communications (End User).
In the Financial Profile form, click Credit Check.
The financial profile information is sent to an external application that reports a credit rating.

About Fraud Profiles in Siebel Communications

A fraud profile contains information about the fraud status of a customer account. End users can set up thresholds that, when exceeded, trigger the creation of a fraud alert.

The following describes some fields in the Fraud Profiles form.

Field	Comments
Max Duration of Calls	Maximum time that is allowed for a call.
Max Number of Calls	Maximum number of calls that the customer can make in a given period.
Max Value of Calls	Cost of the calls, in the appropriate currency.
Daily Threshold	Threshold limit for the calls the customer can make in a day.
Domestic Threshold	Threshold limit for the domestic calls the customer can make.
International Threshold	Threshold limit for the international calls the customer can make.
Credit Threshold	Amount of credit the account is allowed.
Sensitive Number Threshold	Threshold limit for calls that the customer can make to sensitive numbers. Sensitive numbers might include high-priced calls, such as calls to 900 numbers.
Overflow Value	Overflow allowed for the threshold limits in the Calculator, expressed as a percentage.

About Loyalty Profiles in Siebel Communications

The Siebel industry solution for communications and media contains a Loyalty Profile. The Loyalty Profile view contains scores generated by a third-party predictive modeling application pertaining to customer accounts. These scores help predict customer churn, project customer lifetime value, estimate financial risk, and identify upsell and cross-sell opportunities.

The Loyalty Profile view also contains key data used as input to a predictive modeling application. Some data, while residing in the Loyalty Profile view, is not generated from within the Siebel applications. A marketing administrator can develop loyalty and retention campaigns by using these predictive scores.

About Site Profiles in Siebel Communications

A site profile contains detailed information about an account’s location. This information can provide employees and partners with special delivery instructions or with useful site information to help determine the type of service available.

The following describes some fields in the Site Profiles form. To access all fields, click the show more button in the form.

Field	Comments
Servicing Company	Service company or local distribution company that provides the service.
Supply Characteristics	Indicates wether the site is inside or outside your company’s standard service territory.
Open Market	Indicates whether the site is either in an unregulated market or in a regulated market.

About Statement Profiles in Siebel Communications

End users can create multiple statement profiles for an account if the billing system supports this. Statement profiles contain billing statement preferences, including number of copies, media, and contact requesting the statement.

Some fields in the Statement Profile form are described in the following.

Field	Comments
Media	Media on which the statement is to be transmitted.
Vendor	Organization that prints or distributes bills.

Creating and Updating an Address Profile in Siebel Communications (End User)

End users can enter addresses without tight restrictions on formatting. However, when provisioning services, tighter formatting restrictions might be required by a back-office application.

To guarantee proper formatting, the address needs to be validated against a back-office data source. In Siebel Business Applications, Address Profiles allow multiple formats of one address to be stored. The MSAG (master street address guide) format is available with the shipped product, but other formats can be added using Siebel Tools. When setting up additional formats, use the MSAG Profile as an example.

Obtaining the proper address format is important in performing the following key business processes:

Validating service addresses or mailing addresses against an external standard to guarantee a unique location for finding facilities, activating services, or mailing materials through the Postal Service.
Determining the existing services and service provider at the address. This could be a simple confirmation, although in the case of wireline service moves, a variety of service information can be returned or exchanged between systems.
Forwarding updated information to an external database in the format necessary to guarantee consistency within that database after a service is activated.

Each address profile format requires an external data source for validation. Your company can either own the data outright or subscribe to a service that provides the data.

Note: The MSAG format adheres to the Local Service Order Guidelines (LSOG) v5 specification.

After validating an address, end users can change some address fields. To edit those fields, end users must revalidate the address.

Validating an Address

To validate an address, follow this procedure.

To validate an address

Navigate to the Accounts screen, then the Accounts List view.
Drill down on the name of the account.
Click the Address Profile view tab.
The Address list appears with the MSAG Profile form. The Address list shows all of the addresses associated with the account.
In the Address list, select the address you want to validate.
Scroll down to the MSAG Profile form, add a record, and complete the necessary fields.
In the Validated field, select Y.
If the address validation is integrated with an external data source, then selecting Y begins a search for possible addresses.

Note: This behavior differs from the default behavior of the shipped product, which supports manual address validation. In the manual state, selecting Y marks the MSAG Profile as validated.
In the dialog box containing addresses, select the address that matches the customer’s address.
After the address is validated, the MSAG profile becomes read-only with the exception of the Access Instruction and Descriptive Location fields. To update the profile, you must revalidate the address.

Revalidating an Address

To revalidate an address, follow this procedure.

To revalidate an address

Follow the procedure for validating an address, but click ReValidate after Step 4 in Validating an Address before continuing with the procedure.

Process of Managing Special Rating Profiles, Lists, and Products (End User)

A special rating list is a list of objects associated with a service, which require special processing in the billing and rating applications. Special rating lists provide a way to give special rates or discounts by using a specific attribute, service, or account. For instance, calls made to certain telephone numbers might be charged by a billing system at a cheaper rate than normal calls. An example of a special rating list is a friends and family list, a list of phone numbers that receive special rating considerations such as free airtime when calling other numbers in the list.

A special rating list’s billing considerations are determined by special rating rules or discounts defined in the external Oracle Communications Billing and Revenue Management application. These rules can also apply to non-voice services such as text messaging. The Special Ratings feature in Siebel Communications takes advantage of the Extended Ratings Attribute feature in Oracle Communications Billing and Revenue Management. For more information about the Extended Ratings Attribute feature of Oracle Communications Billing and Revenue Management, consult the documentation for your Oracle Communications Billing and Revenue Management system.

A special rating profile is a collection of special rating lists defined for an account. These lists contain phone numbers that are included in each special rating list, and assets that are defined for the phone numbers. Under an account’s special rating profile, you can create multiple special rating lists, each with multiple list items.

A special rating product is the service to which a customer can subscribe in order to associate a designated special rating list with the appropriate service. For example, a special rating product named, My Social Network, might define a friends and family plan, and might require a special rating list that captures the phone numbers for the plan. For more information about special rating products, see Setting Up Special Rating Products in Siebel Communications.

A special rating product can be associated with a special rating list in a quote line item or a sales order line item. You can associate a special rating list only with a special rating product line item. For more information about adding special rating lists and special rating products to a quote or sales order, see the chapter on employee asset-based ordering in Siebel Order Management Guide Addendum for Communications.

To manage special rating products, special rating lists, and special rating list items in Siebel Communications, perform the following tasks:

Setting Up Special Rating Products in Siebel Communications

A Siebel product administrator can create a special rating product. A special rating product is the service to which a customer can subscribe in order to associate a designated special rating list with the appropriate service. For example, a special rating product named, My Social Network, might define a friends and family plan, and would require a special rating list that captures the phone numbers for the plan.

Special rating products allow special ratings by using lists provided in the external billing system. It is important to make sure that the name of a special rating product in Siebel CRM matches the corresponding Friend and Family ERA provisioning tag in Oracle Communications Billing and Revenue Management.

You can define product rules for a special rating product in Siebel Communications, such as eligibility and promotion constraints. You can also define pricing policies in Siebel Communications.

You can add a special rating product to a service bundle. For example, if Favorite Call List and Favorite Text List are special rating products, they can be grouped in a service bundle named Mobile Service. For more information about service bundles, see About Service Bundles.

A special rating product can be associated with a special rating list in a quote line item or a sales order line item. You can associate a special rating list only with a special rating product line item. For more information about special rating lists, see Process of Managing Special Rating Profiles, Lists, and Products (End User). For more information about adding special rating lists and special rating products to a quote or a sales order, see the chapter on employee asset-based ordering in Siebel Order Management Guide Addendum for Communications.

The following procedure describes how to set up a special rating product. For more information about setting up a product, see the chapter on basic product administration in Siebel Product Administration Guide.

This task is a step in Process of Managing Special Rating Profiles, Lists, and Products (End User).

To set up a special rating product

Navigate to the Administration - Product screen, then the Products view.
In the Products list, add a new record, and complete the necessary fields.
Click the Product Detail view tab.

In the Products Detail form, complete the necessary fields.

Some fields are described in the following table.

Field	Comments
Name	The value in this field must match the corresponding Friend and Family ERA provisioning tag in the external Oracle Communications Billing and Revenue Management application.
Track as Asset	Selected.
Billing Service Type	Null.
Billing Type	Special Rating.
Special Rating Type	Phone Number
Special Rating Max Items	The maximum number of items that the special rating product can include. For example, you might define a Friends and Family plan that can include a maximum of six phone numbers. Note: The Special Rating Max Items field is editable only if the value of the Billing Type field is Special Rating.

Creating Special Lists in Siebel Communications

To create a special rating list in Siebel Communications under the account profile, follow this procedure.

This task is a step in Process of Managing Special Rating Profiles, Lists, and Products (End User).

To create a special rating list

Navigate to the Accounts screen, then the Accounts List view.
Select the account for which you want to create a special rating profile, and click the link in the Name field.
Click the Profiles view tab, then click the Special Rating Profile subview tab.

Create a new record in the Special Rating Profile list, and complete the necessary fields.

Some fields are described in the following table.

Field	Comments
Primary	Select to designate the primary profile in the list. The first record created is selected by default.
List Name	Enter an external name for the list, for example, My Top 5 Personal Numbers.
Type	Special rating type. Defaults to blank. Select Phone Number to activate the Items list.
Comments	Descriptive information about the profile.
Last Sync Date	System-generated and read only. Date and time when the list was last synchronized with the external Oracle Communications Billing and Revenue Management application.

Creating Special Rating List Items in Siebel Communications

To create list items for a special rating list in Oracle’s Siebel Communications through the account profile, follow this procedure.

This task is a step in Process of Managing Special Rating Profiles, Lists, and Products (End User).

Navigate to the Account screen, then the Accounts List view.
Select the account for which you want to add special rating list items, and click the link in the Name field.
Click the Profiles view tab, then click the Special Rating Profile subview tab.
In the Special Rating Profile list, select the special rating list to which you want to add list items.
Scroll down to the Items list.

Create a new record for a phone number, and complete the necessary fields.

Some fields are described in the following table.

Field	Comments
Phone Number	Enter a phone number, including the area code and the extension, if applicable.
Start Date	Read only. Date when the item is created.
End Date	Read only. Date when the item is inactivated.
Inactive	Select this field to deactivate the item. When the item is deactivated, it becomes read-only.
Last Sync Date	System-generated and read only. Date and time when the item was last synchronized with the external Oracle Communications Billing and Revenue Management application. Note: Synchronization includes only active items; that is, items with End Date set to null. Hence, different list items might have different Last Synchronized dates.

View the assets associated with the selected Special Rating List item.

The Associated Assets list is read-only and displays active assets (that is, assets whose Status is not Inactive) that are currently associated with the selected special rating list item. Some fields are described in the following table.

Field	Comments
Asset	Name of the asset; that is, the name of the selected list item product
Asset Service Id	Service ID of the asset
Special Rating Max Items	Maximum number of items for the asset product or list product
Root Asset Service Id	Service ID of the root asset, for example, 650 123 1234
Parent Asset	Product name of the parent asset, for example, Mobile Voice
Parent Asset Service Id	Service ID of the parent asset, for example, 650 123 1234

Repeat Step 6 and Step 7 for each phone number that you want to add to the special rating list.
On the Special Rating Profile tab, click Synchronize to update the selected special rating profile and its associated special rating list in the external Oracle Communications Billing and Revenue Management application.

Modifying Special Rating Lists in Siebel Communications (End User)

To change the items on a special rating list, follow this procedure.

This task is a step in Process of Managing Special Rating Profiles, Lists, and Products (End User).

To modify a special rating list

Navigate to the Account screen, then the Accounts List view.
Select the account for which you want to modify a special rating profile, and click the link in the Name field.
Click the Profiles view tab, and then click the Special Rating Profile subview tab.
In the Special Rating Profile view, select the special rating list for which you want to modify special rating list items.
Scroll down to the Items list, and select the special rating list item that you want to modify.
Modify the special rating list item by performing one of the following actions:
- Deactivate a phone number by selecting the Inactive field.
  When the Inactivate field is selected, the item becomes read-only. However, the Inactive flag for the item is still enabled. You can reactivate the item later.
- Add a new item to the list.
The following restrictions apply when modifying a special rating list:
- You cannot add more list items than the maximum number of items defined for the associated special rating product. For more information about special rating product definitions, see Setting Up Special Rating Products in Siebel Communications.
  You cannot modify a list if one or more in-flight orders (sales order line items that are not Cancelled or Complete) are associated with the list. This restriction prevents data mismatches between the list instances and the list profile.
In the Special Rating Profile list, click Synchronize to update the selected special rating list and its associated list items in the external Oracle Communications Billing and Revenue Management application.

Changing the Association of Special Rating Lists in Siebel Communications

You can change the association of a special rating list by selecting a different special rating list to associate with an asset. To change the association of a special rating list, follow this procedure.

This task is a step in Process of Managing Special Rating Profiles, Lists, and Products (End User).

To change the association of a special rating list

Navigate to the Account screen, then the Accounts List view.
Select the account for which you want to modify a special rating list, and click the link in the Name field.
Click the Installed Assets view tab.
On the Installed Assets list, select the asset associated with the special rating list item whose association you want to change.
Click Modify.
Siebel Communications displays a Special Rating Profile list associated with the selected asset and prompts you to create a new quote or sales order.
In the Line Items list, change the Special Rating list to a different list.
Siebel Communications changes the Action Code of the line item (list product) to Update.