26 Creating accounts

Each customer has an account in Oracle Monetization Cloud. An account includes information such as the name and address of your customer, and the charge offers, discount offers, and services the customer owns.

For background information, see Managing customers.

Topics in this document

About creating customer accounts

Account creation typically follows this process:

  1. Your customer contacts one of your customer service representatives (CSRs).

  2. Your customer chooses a package and services.

  3. Your customer provides information such as name, address, and payment information.

  4. The account is created in the Oracle Monetization Cloud database. When the account is created, a number of events occur:

    • Your customer's information is checked by Oracle Monetization Cloud to ensure it's valid and that all required information has been supplied.

    • If the customer entered a credit card or debit card, it's validated by your payment processor.

    • If there's a purchase fee, your customer is charged.

    • A welcome message is automatically sent to your customer.

Creating accounts

Use Subscriber Management to create accounts for your customers. When you create an account, you do the following:

  1. Enter profile information, such as name, address, and language, for your customer.

    Customer profile information includes:

    • Contact type: primary, additional, or account holder. You can add more than one contact for the account.

      The contact type is for information only. There's no relationship between contact type and the payment methods for the account.

    • Contact information; for example, the customer's address, phone number, and email address.

    • A security hint and answer.

    • The customer type; for example, platinum, gold, and so on.

    • The customer's language.

    • The account type when the account will belong to an organization hierarchy: site, legal entity, billing account, or service account. See Managing organization hierarchies.

  2. Select the package that your customer wants to purchase.

    You must enter a service identifier for each service in the package. The service identifier can be any text. It's a unique identifier that connects the customer to the service instance that the customer owns. For example, it could be an email address or a personal ID number. Customers use the service identifier as their login name for the service.

  3. Configure the individual purchase charges, such as when to activate the purchase, when to deactivate the purchase, recurring fees, and usage fees. See Configuring charges during offer purchase.

  4. Enter payment information for one or more bill units.

    A bill unit is a group of one or more bills. Because each bill unit has its own payment settings and produces one invoice, it allows your customers to control the number of invoices they receive and payments they make for their account.

    Payment information for a bill unit includes:

    • A name for the bill unit.

    • The payment method, such as credit card, debit card, or invoice.

    • The billing frequency, such as monthly, bi-monthly, or yearly.

    • The accounting type, such as open item or balance forward.

    • The billing day of the month.

    • The currency, such as US dollar, Canadian dollar, euro, and so on.

Configuring charges during offer purchase

Depending on the package, you can configure purchase charges, recurring charges, and usage charges.

For purchase charges, you can configure:

  • When to activate the subscription: today or on a specific calendar day

    If you delay activation, you can enter a reason:

    • Network configuration

    • Maintenance

    • Installation

  • When to de-activate the subscription:

    • Never

    • On a specific calendar day

    • One or more billing cycles after activation

    • After a specific period from the activation time

  • Whether to discount or override the purchase charge

For recurring charges, you can configure:

  • When to start recurring charges:

    • Today

    • When the subscription is activated

    • On a specific calendar day

    • One or more billing cycles after activation

    • After a specific period from the activation time

  • When to stop recurring charges:

    • Never

    • One or more billing cycles after activation

    • After a specific period from the activation time

  • Whether to discount or override the recurring charge

For usage charges, you can configure:

  • When to start usage charges:

    • Today

    • When purchase is activated

    • On a specific calendar day

    • One or more billing cycles after activation

    • After a specific period from the activation time

  • When to stop usage charges:

    • Never

    • One or more billing cycles after activation

    • After a specific period from the activation time

  • Whether to discount usage charges by a percentage