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Contents
Title and Copyright Information
Preface
Audience
Accessing Oracle Documentation
Documentation Accessibility
Document Revision History
1
Overview of the Oracle Communications Order to Cash Integration Pack
About Oracle AIA and Oracle Communications Solutions Integrations
Overview of the Oracle Communications Order to Cash Integration Pack
About Using Third-Party Applications
About the Test Orchestration Process
About Oracle AIA in Product-Based Solutions
About RODOD
About RSDOD
About Integrated RODOD and RSDOD Deployments
About the Process Integrations
About Product Lifecycle Management
Pricing Center and Pricing Design Center Terminology
About Order Lifecycle Management
About Customer Management
About Order Fallout Management
Example Order to Cash Business Scenarios
Promotion Groups and Large Order Scenario
Design Time
Order Time
More Information About Large Orders and Promotion Groups
Family Share Plan and Payment on Order Scenario
Design Time
Order Time
More Information About Family Share Plans and Payments on Orders
Corporate Account Hierarchy Scenario and Split Billing Scenario
Design Time
Order Time
More Information About Corporate Hierarchies and Split Billing
Legal Owner and Split Billing Scenario
Design Time
Order Time
More Information About Legal Owners and Split Billing
Directory Placeholders Used in This Guide
Part I Understanding the Process Integrations
2
Understanding the Process Integration for Product Lifecycle Management
About the Process Integration for Product Lifecycle Management
About the Synchronize Product and Price Business Flow
About the Query Product Classes Business Flow
3
Understanding the Synchronize Product and Price Business Flow
About the Synchronize Product and Price Business Flow
About Synchronizing Pricing Components
About Synchronizing Updates to Pricing Components
About the Pricing Component Synchronization Integration Flows
About the Product Synchronization Integration Flow
About Unspecified Effective Start and End Dates
About the Discount Synchronization Integration Flow
About the Chargeshare Synchronization Integration Flow
About Synchronizing Product Usage Charges
About Price Lists and Rate Plans
Working with Price Lists and Rate Plans at Design Time
Associating Rate Plans in BRM with Price Lists
Rate Plan Example: Multiple Lines of Business and Regions
Offering a Product in Multiple Currencies
Rate Plan Example: Multiple Currencies
Managing Pricing in Rate Plans and Price Lists
Changing the Price of a Product
Changing the Price List of a Product
Changing from Multiple Price Lists to the Default Price List
About BRM Balance Groups
Understanding Product Bundling
Basic Entity Mappings
Defining Products and Discounts in BRM
Using Fixed Amounts or Scaled Amounts in BRM
About Creating Physical Goods
About Adding Products to Siebel CRM Sales Catalogs
Recommendations for Product Definition in Siebel CRM
Recommendation for Discounts
Discounts Defined in BRM
Discounts Defined in Siebel CRM
Defining Overrides on the Product Definition
About Service Bundles
About Billing Service Types for Service Bundles
About Simple Service Bundles
Flagging Subscription Products as Simple Service Bundles
Example of Using a Service Bundle or a Simple Service Bundle
Assumptions and Constraints for Working with Simple Service Bundles
About Service Grouping
Enabling Service Grouping at Design Time
About Promotion Groups
Creating Promotion Groups
About Family Share Plans
Creating Family Share Plans
About Marketing Bundles
About Credit Limits
About One-Time Charges for Activating and Changing Services
Charging for Service Activation and Changes to Promotions and Services
About Friends and Family Lists
Enabling Friends and Family Lists
Product Definition Methodology for Friends and Family Lists: Example
About Time-Based Offerings
Setting Up Time-Based Offerings
Managing Expired Time-Based Offerings
Assumptions and Constraints for the Synchronize Product and Price Business Flow
4
Implementing the Synchronize Product and Price Business Flow
About the Synchronize Product and Price Business Flow
About the Product Synchronization Integration Flow
About the Discount Synchronization Integration Flow
About the Chargeshare Synchronization Integration Flow
BRM Interfaces
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
SyncProductBRMCommsReqABCSImpl
SyncDiscountBRMCommsReqABCSImpl
SyncSponsorshipBRMCommsReqABCSImpl
CommunicationsItemCompositionEBSV1
SyncItemCompositionListSiebelCommsJMSConsumer
SyncItemCompositionListSiebelCommsProvABCSImpl
CommunicationsPriceListEBSV2
ProductOptimizedSyncPriceListListSiebelCommsJMSConsumer
ProductOptimizedSyncPriceListListSiebelCommsProvABCSImpl
5
Understanding the Query Product Classes Business Flow
About the Query Product Classes Business Flow
About the Query Product Classes Integration Flow
About the Logical Data Model in Siebel CRM
About Updating the Attribute Valueset
Updating Product Classes and Effectivity
6
Implementing the Query Product Classes Business Flow
About the Query Product Classes Business Flow
About the Query Product Classes Integration Flow
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
QueryProdClassAndAttributesSCEReqCommsABCSImpl
QueryClassificationListSiebelCommsProvABCSImpl
QuerySpecificationListSiebelCommsProvABCSImpl
QuerySpecificationValueSetListSiebelCommsProvABCSImpl
7
Understanding the Process Integration for Order Lifecycle Management
About the Process Integration for Order Lifecycle Management
About Order Lifecycle Attributes
About the OrderSubject Attribute
About the ServiceFamily Attribute
About the TechnicalInventoryId Attribute
About the Order Lifecycle Management Business Flows
About Order Capture
About the Deliver Customer Order Subflow
About the Qualify Customer Order Subflow
Product Definition and Mapping Design Considerations
About Defining Products
About Mapping Orders to Fulfillment Functions
Data Requirements for Integrated Order Lifecycle Management
8
Understanding the Process Sales Order Fulfillment Business Flow
About the Process Sales Order Fulfillment Business Flow
About Sales Orders
About Change Orders
About Supplemental Orders
About Follow-On Orders
About Modify Orders
About Future-Dated Orders
Supporting Large Orders
About Accepting Payments on Orders
Accepting Payments on Change Orders
Supporting Multiple Price Lists on Orders
Specifying Different Price Lists on New Orders
Changing Price Lists on Supplemental Orders
Changing Price Lists on Modify Orders
Supporting Promotion Groups on Orders
Using Change Orders with Promotion Groups
Supporting Family Share Plans on Orders
Using Change Orders with Family Share Plans
Supporting Order Priority
About Order Priority in Siebel CRM
Supporting Split Billing on Orders
Supporting Corporate Account Hierarchies on Orders
Supporting Legal Owners on Orders
Supporting Legal Owners and Split Billing On Orders
Assumptions and Constraints for the Process Sales Order Fulfillment Business Flow
9
Implementing the Process Sales Order Fulfillment Business Flow
About the Process Sales Order Fulfillment Business Flow
About the Submitting Orders from Siebel CRM to OSM Integration Flow
Defining Transaction Boundaries and Recovery Details
Supporting Order Priority
Supporting Price Lists
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
ProcessSalesOrderFulfillmentSiebelCommsJMSConsumer
ProcessSalesOrderFulfillmentSiebelCommsReqABCSImpl
ProcessSalesOrderFulfillmentOSMCFSCommsJMSProducer
10
Understanding the Synchronize Fulfillment Order Billing Account Business Flow
About the Synchronize Fulfillment Order Billing Account Business Flow
About the Interfacing Orders to Create Customer Data Integration Flow
About Creating Account, Billing, and Corporate Hierarchies in BRM
About the Payment on Order Integration Flow
Assumptions and Constraints for the Synchronize Fulfillment Order Billing Account Business Flow
11
Implementing the Synchronize Fulfillment Order Billing Account Business Flow
About the Synchronize Fulfillment Order Billing Account Business Flow
About the Interfacing Orders to Create Customer Data Integration Flow
About the Payment on Order Integration Flow
Defining Transaction Boundaries and Recovery Details
BRM Interfaces
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
ProcessFulfillmentOrderBillingAccountListOSMCFSCommsJMSConsumer
ProcessFulfillmentOrderBillingAccountListSiebelCommsJMSConsumer
CommsProcessFulfillmentOrderBillingAccountListEBF
QueryReceivedPaymentListSiebelCommsProvABCSImpl
CreateReceivedPaymentListBRMCommsProvABCSImpl
ProcessFulfillmentOrderBillingAccountListResponseOSMCFSCommsJMSProducer
12
Understanding the Bill Fulfillment Order Business Flow
Overview of the Bill Fulfillment Order Business Flow
About Interfacing Orders to BRM
Creating and Updating Service Instances
Sending Pricing Information
Applying One-time and Penalty Charges
Applying Pricing or Discount Overrides
Sending Price List Information
Using Service Identifiers
Communicating Promotion Information
Rolling Back Transactions
Supporting Balance Groups
Disabling Service-Level Balance Groups
Working with Service-Level Balance Groups Enabled
About Tracking and Billing Services with Service-Level Balance Groups Enabled
About Transferring Services in Siebel CRM
Working with Service-Level Balance Groups Disabled
Supporting Product Bundling
Examples of Mapping for Bundled Products
Synchronizing Simple Service Bundles
Changing Purchased Simple Service Bundles
Simple Service Bundle Cross-References Entries
Synchronizing Promotion Groups
Synchronizing Family Share Plans
Synchronizing Service Grouping
Supporting Single-Phase and Two-Phase Billing
Choosing Between Single-Phase and Two-Phase Billing
Single-Phase Billing
Two-Phase Billing
Using Single-Phase Billing or Two-Phase Billing
INITIATE BILLING Mode
FULFILL BILLING Mode
Assumptions and Constraints for Two-Phase Billing
Supporting Revisions
Assumptions and Constraints for Revisions
Supporting Time-Based Offerings on Orders
Supporting Time-Based Offerings on New Orders
Supporting Time-Based Offerings on Change Orders
Supporting Friends and Family Lists
Using Change Orders with Special Rating Products
Supporting Split Billing
Assumptions and Constraints for the Bill Fulfillment Order Business Flow
13
Implementing the Bill Fulfillment Order Business Flow
About the Bill Fulfillment Order Business Flow
About the Interfacing Orders to Create Transaction Data in BRM Integration Flow
Defining Transaction Boundaries and Recovery Details
BRM Interfaces
Industry Oracle AIA Components
Integration Services
ProcessFulfillmentOrderBillingOSMCFSCommsJMSConsumer
ProcessFulfillmentOrderBillingBRMCommsProvABCSImpl
ProcessFulfillmentOrderBillingBRMCommsAddSubProcess
ProcessFulfillmentOrderBillingBRMCommsMoveAddSubProcess
ProcessFulfillmentOrderBillingBRMCommsSuspendResumeSubProcess
ProcessFulfillmentOrderBillingBRMCommsUpdateSubProcess
ProcessFulfillmentOrderBillingBRMCommsDeleteSubProcess
ProcessFulfillmentOrderBillingBRMCommsSharingGroupSubProcess
ProcessFulfillmentOrderBillingResponseOSMCFSCommsJMSProducer
14
Understanding the Provision Order and Update Fulfillment Order Business Flows
About Order Provisioning
About the Provision Order Business Flow
About the Update Fulfillment Order Business Flow
15
Implementing the Provision Order and Update Fulfillment Order Business Flows
About the Provision Order and Update Fulfillment Order Business Flows
About the OSM Fulfillment to OSM Provisioning Integration Flow
Defining Transaction Boundaries and Recovery Details
Industry Oracle AIA Components
Integration Services
ProcessProvisioningOrderOSMCFSCommsJMSConsumer
ProcessProvisioningOrderOSMPROVCommsJMSProducer
ProcessFulfillmentOrderUpdateOSMPROVCommsJMSConsumer
ProcessFulfillmentOrderUpdateOSMCFSCommsJMSProducer
16
Understanding the Update Sales Order Business Flow
About the Update Sales Order Business Flow
About Updating Sales Order Data
About Updating Sales Order Status
17
Implementing the Update Sales Order Business Flow
About the Update Sales Order Business Flow
About the Updating Statuses from OSM to Siebel CRM Integration Flow
Defining Transaction Boundaries and Recovery Details
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
UpdateSalesOrderOSMCFSCommsJMSConsumer
UpdateSalesOrderSiebelCommsJMSConsumer
UpdateSalesOrderSiebelCommsProvABCSImpl
18
Understanding the Process Integration for Customer Management
About the Process Integration for Customer Management
About the Synchronize Customer Account Business Flow
About the Create/Sync Customer Account Integration Flow
About the Update Customer Account Integration Flow
About Account Status Synchronization
About the Synchronize Customer Special Rating Profile Business Flow
Data Requirements
About Synchronizing Accounts to Multiple BRM Instances
About Account and Billing Hierarchies
About Account Hierarchies
About Billing Hierarchies
About Corporate Account Hierarchies
Enabling and Disabling Corporate Account Hierarchy Synchronization
Creating Corporate Account Hierarchies
Synchronizing Corporate Account Hierarchies to BRM
Synchronizing Hierarchies for New Corporate Accounts
Synchronizing Hierarchies for Existing Corporate Accounts
Updating Corporate Account Hierarchies
Adding Accounts to Existing Corporate Account Hierarchies
Removing Accounts from Corporate Account Hierarchies
Moving Accounts to Different Corporate Account Hierarchies
About Legal Hierarchies
Enabling and Disabling Legal Hierarchy Synchronization
Creating and Synchronizing Legal Hierarchies
Example of Legal Hierarchies
Updating Legal Hierarchies
Adding New Members to Legal Hierarchies
Changing the Legal Owner of a Child Account
Removing the Legal Owner from a Child Account
19
Implementing the Synchronize Customer Account Business Flow
About the Synchronize Customer Account Business Flow
About the Create/Sync Customer Account Integration Flow
About the Update Customer Account Integration Flow
BRM Interfaces
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
CommsProcessBillingAccountListEBF
CommunicationsCustomerPartyEBSV2Resequencer
SyncCustomerPartyListBRMCommsProvABCSImpl
SyncCustomerPartyListBRMCommsJMSProducer
SyncCustomerPartyListBRM_01CommsJMSConsumer
CustomerPartyEBSV2
ProcessCollectionSharingBRMCommsProvABCSImpl
ProcessAccountHierarchyListSiebelCommsProvABCSImpl
QueryCustomerPartyListSiebelProvABCSImplV2
SyncCustomerSiebelEventAggregator
SyncAccountSiebelAggregatorAdapter
SyncContactSiebelAggregatorAdapter
SyncAddressSiebelAggregatorAdapter
SyncBPSiebelAggregatorAdapter
SyncAcctSiebelAggrEventConsumer
SyncAccountSiebelReqABCSImpl
20
Implementing the Synchronize Customer Special Rating Profile Business Flow
Overview of the Synchronize Customer Special Rating Profile Business Flow
Synchronize Friends and Family List Updates to BRM Integration Flow
Defining Transaction Boundaries and Recovery Details
BRM Interfaces
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
ProcessInstalledProductSpecialRatingSetListSiebelCommsJMSConsumer
ProcessInstalledProductSpecialRatingSetListSiebelCommsReqABCSImpl
ProcessInstalledProductSpecialRatingSetListBRMCommsProvABCSImpl
21
Understanding the Process Integration for Order Fallout Management
About the Process Integration for Order Fallout Management
About the Order Fallout Management Business Flows
About the Create Trouble Ticket from Oracle AIA Business Flow
About the Create and Manage Trouble Ticket from OSM Business Flow
About Order Fallout Management for Different Error Types
About Order Fallout Management for System Errors
Reactivating Retired Consumer Services
Disabling Consumer Service Retirement
About Order Fallout Management for Business Errors
About Order Fallout Management for Service Errors
About Order Fallout Detection
About Order Fallout Notification
About Order Correction
How Oracle AIA Error Handling Framework Captures Faults
Extending Fault Messages to Capture Order Fallout Information
Exception Handling
22
Implementing the Create Trouble Ticket from Oracle AIA Business Flow
Create Trouble Ticket from Oracle AIA Business Flow Overview
Creating a Trouble Ticket in Siebel CRM Integration Flow
Defining Transaction Boundaries and Recovery Details
Exception Handling
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
CreateTroubleTicketSiebelCommsProvABCSImpl
AIAOrderFalloutJMSBridgeService
AIACOMOrderFalloutNotificationJMSConsumer
CreateTroubleTicketAIACommsReqImpl
AIAOrderFalloutErrorHandlerExtension - Java Class
Business Flow Fallout-Enabled Services
23
Implementing the Create and Manage Trouble Ticket from OSM Business Flow
About the Create and Manage Trouble Tickets from OSM Business Flow
About the Order Failure Notification to OSM Integration Flow
About the Creating a Trouble Ticket in Siebel CRM from OSM Integration Flow
Defining Transaction Boundaries and Recovery Details
Updating a Trouble Ticket in Siebel CRM from OSM Integration Flow
Defining Transaction Boundaries and Recovery Details
Siebel CRM Interfaces
Industry Oracle AIA Components
Integration Services
AIAOrderFalloutJMSBridgeService
CreateOrderFalloutNotificationOSMCFSCommsJMSConsumer
CreateOrderFalloutNotificationOSMCFSCommsProvImpl
CreateOrderFalloutNotificationOSMCFSCommsJMSProducer
CreateTroubleTicketOSMCFSCommsJMSConsumer
CreateTroubleTicketSiebelCommsProvABCSImpl
CreateTroubleTicketRespOSMCFSCommsJMSProducer
UpdateTroubleTicketOSMCFSCommsJMSConsumer
UpdateTroubleTicketSiebelCommsProvABCSImpl
CreateFaultNotificationLFCommsJMSConsumer
Business Flow Fallout-Enabled Services
Part II Configuring the Process Integrations
24
Configuring the Process Integration for Product Lifecycle Management
About Configuring the Process Integration for Product Lifecycle Management
Configuring Siebel CRM for Integrated Product Lifecycle Management
Configuring BRM for Integrated Product Lifecycle Management
Working with DVMs for Product Lifecycle Management
Working with Cross-References for Product Lifecycle Management
Handling Error Notifications for Product Lifecycle Management
About Error Notification Roles and Users
Configuring Properties for Product Lifecycle Management
Configuration Properties for the Synchronize Product and Price Business Flow
Configuration Properties for BRM Services
Configuration Properties for Siebel CRM Services
Configuration Properties for the Query Product Classes Business Flow
25
Configuring the Process Integration for Order Lifecycle Management
About Configuring the Process Integration for Order Lifecycle Management
Working with Domain Value Maps for Order Lifecycle Management
Working with the PRICELIST DVM
Updating the PRICELIST DVM
Migrating PRICELIST DVM Between Environments
Working with Cross-References for Order Lifecycle Management
Handling Error Notifications for Order Lifecycle Management
About Error Notification Roles and Users
Configuring the Process Integration for Order Lifecycle Management
Setting Oracle AIA Configuration Properties
System-Level Configuration Properties
Configuration Properties for Siebel CRM Services
Configuration Properties for BRM Services
Setting the BRM Version Number for Backward Price List Compatibility
26
Configuring the Process Integration for Customer Management
About Configuring the Process Integration for Customer Management
Working with Domain Value Maps for Customer Management
Working with Cross-References for Customer Management
Handling Error Notifications
About Error Notification Roles and Users
Order Fallout Management
Configuring the Process Integration for Customer Management
System-Level Configuration Properties
Configuration Properties for BRM Services
Configuration Properties for Siebel CRM Services
27
Configuring the Process Integration for Order Fallout Management
About Configuring the Process Integration for Order Fallout Management
Configuring Oracle AIA for Order Fallout Management
Configuring Siebel CRM for Integrated Order Fallout Management
Working with Domain Value Maps for Order Fallout Management
Working with Cross-References for Order Fallout Management
Handling Error Notifications for Order Fallout Management
About Error Notification Roles and Users
Using Error Type to Control Response to Order Fallout
Configuring the Process Integration for Order Fallout Services
Part III Appendixes
A
Cross-References for the Process Integration for Product Lifecycle Management
Cross-References for the Process Integration for Product Lifecycle Management
Cross-Reference Values
Product Synchronization Flow
Example of Simple Product Synchronization
Example of Complex Product Synchronization
Discount Synchronization Flow
Example of Discount Synchronization
B
Communications Orders Dictionary
Order Header Component Attributes
Order Line Component Attributes
C
Mapping Billing Dates
How Dates are Set in BRM
D
Supporting MACD Actions and Attribute Changes
MACD Line Actions Supported
MACD Line Actions Supported for Service Bundle Components
MACD Line Actions Supported for Account-Level Products
Communicating Product Attribute Changes to BRM
Communicating Marketing Bundle Attribute Changes
Communicating Service Bundle Attribute Changes
Communicating Service Bundle Component Attribute Changes
Communicating Service-Level Billing Subscription Product Attribute Changes
Communicating Service-Level Billing Discount Product Attribute Changes
Communicating Service-Level Billing Item Product Attribute Changes
Communicating Service-Level Special Rating Product Attribute Changes
Communicating Account-Level Product Attribute Changes
Communicating Account-Level Billing Subscription Product Attribute Changes
Communicating Account-Level Billing Discount Attribute Changes
Communicating Account-Level Billing Item Product Attribute Changes
E
Examples of Changing the Paying Account for Child Accounts
About the Examples
Examples when Service-Level Balance Groups Are Enabled
Changing the Paying Account for a Child Account with Separate Billing Profiles
Alternative: Single Billing Profile
Alternative: Multiple Parents
Changing the Paying Account for a Child Account with a Single Billing Profile
Alternative: Multiple Billing Profiles
Changing the Paying Account for Multiple Child Accounts
Alternative: Single Billing Profile
Changing Multiple Paying Accounts
Alternative: Separate Billing Profiles
Alternative: Self Paying and Paying Parent
Examples when Service-Level Balance Groups Are Disabled
Changing the Paying Parent for a Child Account
Changing the Paying Parent for Multiple Child Accounts with Separate Billing Profiles
Problems When Integrating Separate Billing Profiles on the Same Account
F
Configuring Multiple BRM Instances for Communications Integrations
Understanding System Codes in Oracle AIA
Configuring Multiple BRM Instances - General Steps
Creating a New Consumer for Product Synchronization
Creating a New Consumer for Discount Synchronization
Creating a New Consumer for Customer Updates
Creating a Data Source and Connection Factory
Creating Logical Instances in Oracle AIA
Creating Service Bundles in Siebel CRM
Merging Logical BRM Instances into a Single BRM Instance
G
Changing the BRM Instance
Changing the BRM Instance
H
Expectations from an Order Management System for Billing Integration
I
Using the Oracle Mediator Resequencer Feature
Queues and Flows Enabled for Sequencing
Resolving Errors in Flows with Resequencer
J
Guidelines for Ensuring that Oracle AIA Processes are Fallout-Compliant
Populating Sender Context Information in the EBM Header
Populating the Enriched Fault Message with Business Faults
Populating the Enriched Fault Message in Services without EBMs
K
Reintroducing Enterprise Business Services
Reintroducing Enterprise Business Services
L
Understanding Multischema Migration
About Multischema Migration
Mapping BRM POIDs to AIA Cross-References
Synchronizing Cross-References for Migrated Accounts
Configuring Oracle AIA and BRM to Work Together in Multischema Environments
Configuring Oracle AIA to Work with BRM in Multischema Environments
Configuring BRM to Work with Oracle AIA in Multischema Environments
Handling Errors
Assumptions and Constraints for Multischema Migration
Integration Services
About the SyncMultiSchemaChangeBRMAQ Consumer
About the SyncMultiSchemaChangeBRMRequester Service
About the MultiSchemaUpdate.sql Process
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