Table of Contents
- Title and Copyright Information
- Preface
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Part I Managing Account Information
- 1 Choosing Account Creation Options
- 2 Changing a Customer's Billing Configuration
- 3 Collecting Information About Customers
- 4 Managing Credit Cards During Account Creation
- 5 Managing Passwords and Login Names
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6
Managing Account and Service Status
- Automatically Inactivating and Closing Accounts
- Scheduling Status Changes in Advance
- Changing Start Times for Reactivated Charge and Discount Offers
- Allowing Active Services with Inactive Accounts
- Inactivating and Closing Accounts in Hierarchies
- Reusing Login Names and Passwords from Closed Accounts or Canceled Services
- 7 Backdating Subscription Actions
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8
Creating Custom Service Life Cycles
- About Custom Service Life Cycles
- Creating Custom Service Life Cycles
- Enabling BRM to Use Custom Service Life Cycles
- Adding SLM Entries to the CM pin.conf File
- Mapping States to Statuses
- Associating Services with Custom Life Cycles
- Associating Bill Units with the SLM Business Profile
- About the Sample Prepaid Service Life Cycle
- Part II Configuring Account Currencies
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Part III Sending Messages to Customers
- 11 Setting up Welcome Messages to Customers
- 12 Sending Email to Customers Automatically
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13
Sending Messages to Customers through
External Notification Applications
- About Sending Messages to Customers through External Notification Applications
- About the Types of BRM Events that Trigger Notifications
- About Message Delivery Times
- About Message Delivery Methods
- About Generating Notifications In Advance
- About Generating Notifications After an Event Occurs
- About Events Occurring Outside of Delivery Times
- About Enriching Notifications with Additional Information
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Configuring BRM to Send
Notifications to External Notification Applications
- Specifying Which Balance Elements Trigger Notifications
- Specifying Which Expiring Products Trigger Notifications
- Specifying Which Subscription Renewals Trigger Notifications
- Defining Subscriber Preferences
- Creating Notification Specifications
- Configuring Silent Days
- Setting Systemwide Values for Notifications
- Creating Custom Delivery Methods
- Adding Rollover Details to Subscription Renewals
- Enabling Notification Enrichment
- Adding Custom Fields during Enrichment
- Integrating BRM with External Notification Applications
- Running the pin_gen_notifications Utility
- Adding Custom Business Events for In-Advance and Post-Expiration Notifications
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Part IV Managing Customer Purchases
- 14 Managing Customer Contracts
- 15 Managing Purchased Charge Offers
- 16 Managing Purchased Discount Offers
- 17 Managing Purchased Bundles
- 18 Configuring Bundle and Package Transitions
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Part V Managing Customer Deposits
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19
Managing Deposits
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About Deposits
- About Configuring Deposits
- About Creating and Managing Customer Deposits
- About Deposit Payments
- About Deposit Reversals
- About Interest Calculations
- About Transferring Deposits
- About Transferring Multiple Deposits Simultaneously
- About Releasing Deposits
- About Refunding Deposits
- About the Deposit Utilities
- Updating Deposits
- Setting up Your System to Support Deposits
- Customizing Deposit Management
- Specifying the Minimum Deposit Amount to Refund
- Specifying the Minimum Days to Refund after Account Closure
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About Deposits
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19
Managing Deposits
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Part VI Managing Customer Groups
- 20 Managing Account and Bill Unit Hierarchies
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21
Managing Charge and Discount Sharing
Groups
- About Charge and Discount Sharing Groups
- About Discount Sharing Groups
- About Charge Sharing Groups
- About Global Charge Sharing Groups
- About Creating, Modifying, and Deleting Charge and Discount Sharing Groups
- How Charges and Discounts Are Applied
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22
Managing Product Sharing Groups and Discount
Offer Sharing Groups
- About Product Sharing
- About Discount Offer Sharing
- About Sharing Groups
- About the Sharing Group Creation Process
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Setting Up Automated Sharing
Groups
- Enabling Automated Sharing Groups in BRM
- Enabling Currency Resource Monitoring
- Mapping Organization Hierarchy Types to Automated Sharing Group Types
- Enabling Group Members to Reside in Multiple Schemas
- Configuring Event Notification for Automated Sharing Groups
- Implementing Automated Sharing Groups in Custom Client Applications
- Creating Charge Offers with Automatic Sharing Enabled
- Creating Discount Offers with Automatic Sharing Enabled
- Setting Up Manual Sharing Groups in Custom Client Applications
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23
Managing Balance Monitoring Groups
- About Balance Monitoring
- About Balance Monitoring Groups
- About the Balances of a Monitor Group
- Alerting Customers When Monitored Balances Cross Limits or Thresholds
- Providing Your Customers with Access to Monitor Balances
- About Creating and Maintaining Balance Monitors
- About Processing Balance Impacts
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Configuring Your BRM System for Balance Monitoring
- Enabling Balance Monitoring in BRM
- Enabling AMS in BRM
- Configuring Event Notification for Balance Monitoring
- Specifying a Wait Time before Rerating Events
- Configuring pin_monitor_balance to Process Events in the Order Created
- Running pin_monitor_balance to Update Monitored Balances
- Implementing Balance Monitoring in Custom Client Applications
- Rolling Up Child Credit Limits to Owners in PR_RTCE Groups
- Nullifying Credit Limits for PR_RTCE Child Members
- 24 Creating and Managing Profile Sharing Groups
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25
Creating and Managing Service Groups
- About Grouping Services by Subscription
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About Service Groups
- Sharing Charge and Discount Offers
- Sharing Balance Groups
- About Using Charge and Discount Offers to Rate Service Group Usage
- About Distributing Discounts to Member Services
- About Sharing Charges and Discounts in Service Groups
- About Changing Status in Service Groups
- About Setting Up Corporate Accounts That Use Service Groups
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About Creating and Managing Service Groups
- About Creating a Service Group
- About Adding Bundles to Service Groups
- About Setting Up Balance Groups for Service Groups
- About Sharing ERAs in Service Groups
- About Modifying Service Groups
- About Canceling a Subscription Service
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About Transferring a Service Group to Another Account
- About Transferring Service Groups between Schemas
- About Transferring Service Groups Associated with Objects
- About Transferring Balance Groups during Service Group Transfer
- About Transferring Noncurrency Assets during Service Group Transfer
- About Extending Sub-Balance Validity When a Service Group Is Transferred
- About Consuming Noncurrency Balances When a Service Group Is Transferred
- About Rolling Over Noncurrency Balances When a Service Group Is Transferred
- About Prorating Cycle Fees When a Service Group Is Transferred
- Applying Billing-Time Discounts and Folds When a Service Group Is Transferred
- About Rating Delayed Events When a Service Group Is Transferred
- How a Service Group Transfer Affects Account Migration
- Configuring Sub-Balance Validity for Service Group Transfer
- About Billing for Service Group Usage
- 26 Creating and Managing Customer Segments
- Part VII Managing Customer Data
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Part VIII Using Self-Care Manager
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31
Setting Up Customer Self Care with Self-Care Manager
- About Self-Care Manager
- Configuring the Application Server
- Deploying Self-Care Manager
- Supporting Localized Versions of Self-Care Manager
- Using Self-Care Manager
- Troubleshooting Self-Care Manager
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Using the Default HTML Web Pages
- Logging In
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Accessing Account Information
- Finding or Searching for and Viewing Events
- Applying Voucher Top-Ups
- Viewing Resource Reservation Details
- Viewing Invoices
- Viewing Account Activity
- Viewing Products or Offers Purchased
- Paying Bills Online
- Viewing Service Details for a Bill Unit
- Viewing Bill Units in an Account
- Changing Login Name, Password, or Account Status
- Changing Web pages
- Files Used by Self-Care Manager
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31
Setting Up Customer Self Care with Self-Care Manager
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Part IX Customer Management Utilities
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32
Customer Management Utilities
- load_config_business_event
- load_pin_business_profile
- load_pin_customer_segment
- load_pin_notify
- load_pin_verify
- load_transition_type
- pin_contracts
- pin_deferred_act
- pin_deposit_calc_interest
- pin_deposit_release_purchased_deposit
- pin_deposit_transfer_deposit
- pin_gen_notifications
- pin_monitor_balance
- pin_state_change
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32
Customer Management Utilities