1. Charging Control Services Help
  2. Subscriber Management - Subscribers

2 Subscriber Management - Subscribers

This chapter explains the subscriber configuration screens.

This chapter contains the following topics.

Subscriber

Adding Subscribers

Editing Subscribers

Record Subscriber comments

Configure Subscriber Zones

Edit Wallets

View EDRs

Execute Business Process Logic

View Subscriber Promotions

Subscriber

The Subscriber tab displays the subscriber accounts created for the selected service provider.

A subscriber account may take the form of a prepaid card or be assigned to a subscriber ID or CLI. The subscriber has a card printed with the calling card number, which is used when making a call. In the case of subscriber ID-based records, the wallet is set up to recognize a physical phone number. This enables any user of that line to access the wallet. Group wallets are created when multiple subscribers are established on a single wallet reference.

Topics:

About Auditing Changes to Subscriber Data

Component options summary

Finding subscribers

Black List

Deleting subscribers

About Auditing Changes to Subscriber Data

The EDR auditing feature enables you to monitor changes to the financial data held for subscribers. When EDR auditing is enabled, a user is forced to enter a reason for changes they make to financial data in a special Change Reason dialog box; for example, when editing a subscriber to:

  • Update the subscriber's wallets

  • End a reservation

  • Reverse charges in the EDR Viewer

The reason for the change, and the user who made the change are reported in the Change Reason, and Operator Name fields in the corresponding VWS EDR. You can view this information by displaying the EDR in the EDR Viewer.

The EDR auditing feature is enabled by the EDR auditing global configuration option. For more information, see the discussion on EDR auditing in Global Configuration.

Component options summary

This table lists all the available subscriber configuration options and their functionality.

Note: The options available to you will depend on how your system has been set up, and will be a subset of this list.

Option Description
Details Sets the service details for this subscriber. See Subscriber Details for set up information.
Call Barring Use to add and maintain the barred/allowed numbers list that applies to a subscriber. See Call Barring for set up information.
Number Translation Use to view and maintain the short codes that are mapped to specific termination numbers for a subscriber. See Number Translation for set up information.
Balance Topup Rules

Use to view the active topup rules defined for the subscriber. The rules are used to allocate additional items, such as additional notifications, to specified balance types on a regular basis.

See Balance Topup Rules for details.

Finding subscribers

Follow these steps to search for an existing subscriber.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Subscriber tab, enter the search strings to use to find the required subscriber. Enter the first few characters of the corresponding string in one of the following fields:

    • Wallet Reference

    • Card Number

    • Subscriber ID

    • Customer

  3. Tip: If you enter characters in more than one field, the Search button will be disabled.

  4. Specify whether to search for an exact match, or for a prefix match. Select:

    • Exact Match to search for the subscriber with the specified subscriber ID

    • Prefix Match to search for all subscribers with subscriber IDs that match the specified prefix

  5. Click Search.

    The search returns a maximum of 100 rows. If the required subscriber is not displayed and more than 100 rows were returned, enter a longer search string and click Search again.

    Note: If a subscriber has more than one wallet then the search returns additional rows for the subscriber; one for each wallet. The wallet type is displayed next to the wallet reference number.

Black List

The Details option provides a Blacklisted check box, which lets you add or remove a subscriber from the black list.

By default subscribers are not blacklisted. However, a subscriber is automatically blacklisted if they fail, three times in succession, to recharge their wallet with a valid voucher number. The blacklisted subscriber remains active, however any future attempts at recharging with a voucher number will also require the matching scratch card serial number.

Deleting subscribers

Follow these steps to delete an existing subscriber.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. In the table on the Subscriber tab, select the subscriber to delete.

  3. Click Delete.

    Result: The Delete Confirmation prompt appears.

  4. Click OK.

    Note: The record is deleted and the Subscriber tab is refreshed as if you had clicked Search. If the subscriber has both a primary and a secondary wallet, both wallets will be deleted.

Related topic

Subscriber

Adding Subscribers

All configuration options must be completed to finalize a new subscriber record, however the configuration can be saved at any point by clicking Save.

Note: When you save a new subscriber, you are presented with the New Wallet screen. You need to configure the wallet to finish configuring the new subscriber. See Wallets for details. After adding the wallet, the subscriber is saved. To fill in any of the options that you have not completed for the subscriber, you need to search for, then edit the subscriber. See Editing and Deleting Subscribers.

Topics:

New subscriber options

Subscriber Details

Call Barring

Number Translation

Balance Topup Rules

Wallets

New subscriber options

Here is a list of options available on the New Subscriber screen.

Subscriber Details

Follow these steps to configure basic details for a new subscriber or edit the details of a current subscriber.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Subscriber tab, to:

    • Create a new subscriber, click New.

    • Edit a subscriber, select the subscriber from the table and click Edit.

    Result: You see the New Subscriber screen or the Edit Subscriber screen, with the Subscriber, Details option selected.

  3. In the Card Number field, enter the card number for this subscriber. This field is required.

    Tip: Most commonly, this is the same as the subscriber ID.

  4. In the Subscriber ID field, enter the Calling Line Identifier (CLI) for this subscriber. This identifies the line which the call is being placed from. When a call is made using CCS, the system determines which wallet to charge based on the subscriber ID of the caller. If the subscriber ID is not recognized, the card number and PIN is used to determine the subscriber and validity of the call.

    The subscriber ID is mandatory.

  5. In the Description field, enter a description for the new subscriber.

  6. To add a PIN for this subscriber, select the Is Defined PIN check box. This will enable the PIN and Confirm PIN fields for entry.

  7. Skip this step if a PIN is not required for this subscriber.

    If a PIN is required, configure the PIN by doing the following:

    • In the PIN field, enter the PIN number.

    • In the Confirm PIN field, re-enter the same PIN number. The two fields must match before the new subscriber record can be saved.

  8. To use the PIN, the eserv.config parameter AccountLength must be set to the required length for card numbers, or a large value for variable length card numbers, for example 50, (default = 10).

    For more information, see the CCS Technical Guide.

    When using the PIN option to recharge vouchers, the length of the Wallet Reference number must equal the AccountLength parameter (that is, variable length wallet references cannot be used).

    Tip: A PIN is recommended for security reasons.

  9. From the Language drop down box, select the language to use for announcements for this subscriber.

    The list displays all languages available to the current service provider. Languages are configured on the Tools screen. To create a new language or give a service provider permission to use a language, see ACS User's Guide.

  10. If the subscriber should be allowed to set the presentation restricted indicator in the outgoing connect message for all services other than CCS_ROAM, select the Subscriber ID Restriction check box.

  11. If this subscriber should not be able to receive incoming calls while roaming, select the Disable Incoming Calls When Roaming check box.

  12. If this subscriber should be:

    • Able to use the service, ensure the Blacklisted check box is not selected.

    • Stopped from using the service, select the Blacklisted check box.

  13. For more information about blacklisted subscribers, see Black List.

  14. If the subscriber should not be sent SMS notifications, select the Disable SMS Notifications check box.

  15. Select another option to configure for this subscriber or click Save.

    Note: When you save a new subscriber, you will see the New Wallet screen. See Wallets for more information.

Related topic

Adding Subscribers

Call Barring

This manages allowed/ barred lists for service providers.

Allowed/barred lists can also be configured at the following levels:

Follow these steps to add or edit call barring configuration details for a subscriber.

  1. In the New or the Edit Subscriber screen, select the Profile, Call Barring option from the left hand menu.

    Result: You see the Call Barring configuration option fields.

  2. In the Allowed/Barred List section, select whether the listed numbers will be allowed or barred from the List Type drop down list.

    Tip: Depending on the list type, all numbers in the list are allowed, or all numbers are barred for this subscriber. It is not possible to have some allowed and some barred numbers in the list.

  3. If you want the service to ignore the allowed/barred list for this subscriber, select the Ignore check box.

  4. To add a number to the list, enter the number in the New Number field and click Add.

  5. To delete a number from the list, select it in the Number List and click Delete.

  6. Repeat steps 4 and 5 as required to complete the number list.

  7. Select another option to configure for this subscriber or click Save.

    Note: When you save a new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Number Translation

Follow these steps to add the number translation details to a new subscriber.

Number translation can also be configured at the following levels:

  • System-wide

  • Service provider

  • Product type.

  1. In the New Subscriber screen, select the Profile, Number Translation option from the left hand menu.

    Result: You see the Number Translation configuration option fields.

  2. In the Short Codes section, edit the number list.

    • To add a number to the list:

      • In the In field, enter the service short code to translate

      • In the Out field, enter the termination number to translate the short service code to

      • Click Add

    • To delete a number from the list:

      • Select the number in the Number list

      • Click Delete

  3. Repeat step 2 until the number list contains all the required numbers.

  4. Select another option to configure for this subscriber or click Save.

Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Balance Topup Rules

The Balance Topup Rules option lets you view the active topup rules defined for the subscriber, and when they were last activated. The rules are used to allocate additional items, such as additional notifications, to specified balance types on a regular basis. For details on creating and activating balance topup rules, see CCS Technical Guide.

Follow these steps to view the active balance topup rules for a subscriber.

  1. In the New or the Edit Subscriber screen, select the Balance Topup Rules option from the left hand menu.

    Result: You see the Balance Topup Rules configuration option.

  2. Select another option to configure for this subscriber or click Save.

    Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Wallets

The New Wallet screen appears when you first save the configuration for a new subscriber, or when you click New Wallet in the Edit Subscriber screen. The new wallet can be a:

  • New private wallet

  • Link to a shared wallet

Related topic

Adding Subscribers

Wallet rules

The following rules apply when creating a new wallet for a subscriber:

  1. By default, a new wallet will be created on a VWS charging domain.

  2. You can only specify a charging domain for a subscriber's wallet when you add the new wallet.

  3. Only balances held on a VWS domain type will be accessible through the Edit Subscriber screen.

New Wallet fields

This table describes the function of each field.

Field Description
Link To Existing Wallet Selecting this option indicates that the wallet is shared. This field will be disabled for non-VWS charging domains.
Charging Domain

The domain to use for chargeable balance types. The drop down list will display all available domains. This field will be disabled if Link To Existing Wallet is selected.

Note: For distributed wallets the system will support either Diameter or VWS charging domains.

Wallet Reference

The wallet reference for one of:

  • The wallet on a VWS or external charging domain

  • For a shared wallet on a VWS charging domain

If this field is left blank, then the wallet reference will be generated automatically.

Note: This field becomes enabled if Link to Existing Wallet is selected or if a non VWS charging domain is selected.

Product Type The product type associated with the wallet. For more information on product types, see Product Type.
Display Currency The currency used to display the value in the Minimum Credit field.
Wallet Currency The currency used to hold monetary values in this wallet.
Customer The customer who has access to this wallet.
Limit Type

Indicates if the limit type associated with this wallet is:

  • Prepaid

  • Single Use

  • Postpaid

  • Limited Postpaid
Minimum Credit For limited postpaid wallets, this is the minimum credit value for the wallet.
Maximum Concurrent Accesses

The total number of accesses that can be supported against the wallet at any one time.

Note: Setting this field to more than 1 may change the way charges are applied to balances. For more information about how this parameter affects balance charges, see alwaysUsePreferred parameter in CCS Technical Guide.

Adding a third party domain wallet

Follow these steps to add a new non distributed wallet to a subscriber using a third party domain.

See New Wallet fields for a description of the fields on the New Wallet screen.

  1. Ensure Link To Existing Wallet is not selected.

  2. From the Charging Domain drop down list, select the third party domain for the wallet. This field is populated by the Domain tab. For more information, see Domain.

  3. From the Tracking Domain drop down list, ensure None is selected.

  4. Enter the identifier for the wallet in the Wallet Reference field. If you leave this field blank then the external wallet reference is auto-generated using the value of the wallet ID.

  5. Click OK to save the new Wallet.

Adding a distributed wallet

Follow these steps to add a new distributed wallet to a subscriber.

SeeNew Wallet fields for a description of the fields on the New Wallet screen.

  1. In the New Wallet screen, ensure Link To Existing Wallet is not selected.

  2. From the Charging Domain drop down list, select the domain to use for chargeable balances.

    This field is populated by the Domain tab. For more information, see Domain.

  3. If you selected a third party charging domain then in the Wallet Reference field type the external wallet reference.

  4. From the drop down list, select the Product Type that will be associated with this wallet.

    This field is populated by the Product Type tab. For more information, see Subscriber Management - Product Type.

  5. From the Wallet Currency drop down list, select the currency that will be used for monetary values for this wallet.

    All available currencies are displayed in this list.

  6. If required, select the Customer from the drop down list who will have access to this wallet.

    This field is populated by the Customer tab. For more information, see Customer.

    Note: This field will be disabled if a non VWS charging domain is selected.

  7. In the Maximum Concurrent Accesses field, enter the total number of accesses that can be supported against the wallet at any one time.

    Note: This field will be disabled if a non VWS charging domain is selected.

  8. Click OK to save the new wallet.

Adding a linked wallet

Follow these steps to add a new link to an existing wallet for a subscriber.

See New Wallet fields for a description of the fields on the New Wallet screen.

  1. In the New Wallet screen, select Link To Existing Wallet.

  2. Enter the identifier for the shared wallet in the Wallet Reference field.

    You must enter an existing wallet ID.

  3. Select the Product Type from the drop down list that will be associated with this wallet.

    This field is populated by the Product Type tab. For more information, see Subscriber Management - Product Type.

  4. Click OK to save the new linked wallet.

Editing Subscribers

The Edit Subscriber screen allows you to edit subscriber configuration and profile configuration options.

From this screen you can also:

If the Convergent Charging Controller EDR auditing feature is enabled, and you update the financial data for a subscriber; for example, by updating their wallets, then you will be required to record the reason for the change when you save the subscriber record. For more information, see About Auditing Changes to Subscriber Data.

Topics:

Edit subscriber screen layout

Reverting unsaved changes

Subscriber details fields

Editing subscriber configuration

Editing configuration options

Reverting subscriber edits

Edit subscriber screen layout

The configuration and layout for the Edit Subscriber screen is defined in the Subscriber Profile Manager (SPM). When you open the Edit Subscriber screen, the fields and options you see depend on the configuration defined in the SPM for the subscriber's product type and service provider (see following screen example). This means that you may see one of the following:

  • The default configuration for the Edit Subscriber screen containing all the fields and options available as a standard

  • A customized Edit Subscriber screen containing a subset of the standard fields and options, plus any subscriber profile groups, fields and zones that have been configured specifically for you. The labels given to the fields and options may also be different from the default labels

You see the available options listed in the menu on the left hand side of the screen. To view or edit the fields for a particular option, select the option in the list.

Note: For information on configuring the Edit Subscriber screen, refer to Subscriber Configuration.

Reverting unsaved changes

You can revert any unsaved changes to a subscriber's configuration by clicking Revert. The data will revert to the most recently saved version of the subscriber's configuration.

For details see Reverting subscriber edits.

Subscriber details fields

This table describes the function of the standard subscriber details fields that may be available in the Edit Subscriber screen.

Note: Some of these fields may have been given different labels in your screens depending on how the Edit Subscriber screen has been configured.

Field Description
Card Number Specifies the card number for the subscriber.
Subscriber ID The Calling Line Identifier (CLI) for this subscriber. This identifies the line that the call is being placed from. When a call is made, the system determines which wallet to charge based on the subscriber ID of the caller.
Description A description for this subscriber.
Is Defined Either removes a subscriber's PIN (unselected), or enables adding or editing a subscriber's PIN (selected)
PIN Sets the subscriber's PIN (Is Defined must be selected).
Confirm PIN Confirmation of the subscriber's PIN (Is Defined must be selected).
Language Sets the language to use for announcements for this subscriber.
Subscriber ID Restricted Sets whether or not the subscriber may set the presentation restricted indicator in the outgoing connect message for services. For further information refer to CCS User's Guide.
Disable Incoming Calls When Roaming Sets whether or not the subscriber may receive incoming calls while roaming.
Blacklisted

Sets whether or not the subscriber may use the service. When selected, the service will be disabled.

For more information about blacklisted subscribers, see Adding Subscribers.

Disable SMS Notifications Sets whether or not the subscriber may receive SMS notifications.
Subscriber Information Core information about the subscriber. For information purposes only.

Editing subscriber configuration

Follow these steps to edit the configuration for an existing subscriber.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Subscriber tab, search for the subscriber to edit. For details see Finding subscribers.

  3. Select the row in the search results for the subscriber to edit.

    Note: If the subscriber has both a primary and a secondary wallet, there will be a row in the search results for each wallet. The wallet type is displayed next to the wallet reference number. Select the row for the wallet type to edit.

  4. Click Edit.

    Result: You see the Edit Subscriber screen with the wallet type indicated in the screen title bar.

  5. Edit the subscriber details fields as required. See Editing configuration options.

  6. Edit the subscriber profile options as described in Adding Subscribers.

  7. Edit the wallets for the subscriber as required. See Edit Wallets.

  8. Execute business process logic actions as required. See Execute Business Process Logic.

  9. Perform credit transfers as required. See Perform Credit Transfers.

  10. Click Save.

  11. If EDR auditing is enabled and you have changed the financial status of the subscriber, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

See About Auditing Changes to Subscriber Data for more information.

Related topic

Editing Subscribers

Editing configuration options

Follow these steps to edit the configuration options for a subscriber account.

  1. In the Edit Subscriber screen, select the option from the left hand menu that holds the field to edit.

  2. Enter the new details as required.

  3. Repeat steps 1 and 2 for all the fields to edit.

  4. When you have completed your edits, click Save.

Reverting subscriber edits

Follow these steps to revert unsaved changes to the subscriber configuration.

  1. In the Edit Subscriber screen, click Revert.

    Result: Any unsaved changes to the subscriber configuration will be reversed and the subscriber will be redisplayed using the original data.

Record Subscriber comments

The Comments panel, available from the Edit Subscriber screen, allows you to add notes about the subscriber's account. You can add, edit and delete comments in the panel.

Topics:

User access

Adding a comment

Editing a comment

Deleting a comment

User access

You can access comments in the Edit Subscriber screen provided you have been given sufficient privileges.

This table describes the privileges for comments.

Privilege Description
Read/Only The Comments panel will be visible through the screens, but no buttons will be available and you will not be able to edit, create, or delete comments.
Read/Modify The Comments panel will be visible through the screens, and the Add and Edit buttons will be available. You will be able to create and edit your own comments, but you will not be able to edit the comments of other users.
Create/Delete The Comments panel will be visible through the screens, and the Add, Edit and Delete buttons will be available. You will be able to create, edit and remove any existing comments.

Note: Access permissions are managed through the user templates defined in the Service Management System User Management screen. For information on creating and maintaining user templates, see SMS User's Guide.

Adding a comment

Follow these steps to add a comment to a Subscriber record.

  1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

  2. Click Add.

    Result: You see the Add Comment screen.

  3. In the Comment Text field type in your comment. The comment can be up to 50 characters long.

  4. Click Save.

    Result: You are returned to the Edit Subscriber screen

Related topic

Record Subscriber comments

Editing a comment

Follow these steps to edit a comment on a subscriber record.

  1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

  2. Click Edit.

  3. Result: You see the Edit Comment screen.

  4. Modify the comment in the Comment Text field, as required..

  5. Click Save.

    Result: You are returned to the Edit Subscriber screen

Related topic

Record Subscriber comments

Deleting a comment

Follow these steps to delete a comment from a subscriber record.

  1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

  2. Click Delete.

    Result: You see the Delete Confirmation screen for the comment.

  3. Click Yes.

    Result: The comment is deleted and you are returned to the Edit Subscriber screen.

Related topic

Record Subscriber comments

Configure Subscriber Zones

Zones provide the facility to customize the services provided to the subscriber depending on their location. For example, a home zone could be defined where the subscriber may obtain cheaper calls.

A subscriber may have up to nine zones. Each zone can be configured to include a group of up to five rectangular and circular shapes. The location and area covered by each shape is determined by its coordinates (defined in latitude and longitude format). If required, the shapes may overlap.

Note: This functionality is only operational if the Convergent Charging Controller Location Capabilities Pack (LCP) package is installed.

Topics:

User access

Adding a new zone shape

Editing a zone shape

Deleting a zone shape

User access

You can access zones in the Edit Subscriber screen provided you have been given sufficient privileges.

This table describes the privileges that may be assigned to zone.

Privilege Description
Read/Only The zone will be visible through the screens, but you will not be able to edit, create, or delete it.
Read/Modify The zone will be visible through the screens, and you will be able to edit it, but you will not be able to create or delete it. This means that you will be able to add, edit and delete shapes for the zone. However, if there is only one shape defined for the zone you will not be able to delete it because this would also delete the zone itself.
Create/Delete The zone will be visible to the user through the screens, and you will be able to add, edit, and delete shapes for it even if there is only one shape defined for the zone. If you delete the only remaining zone shape, then the zone's profile tag will also be removed from the subscriber's profile.

Note: Access permissions are managed through the user templates defined in the Service Management System User Management screen. For information on creating and maintaining user templates, see Service Management System User's Guide.

Adding a new zone shape

Follow these steps to add a new shape to a zone.

  1. In the Edit Subscriber screen, select the option that holds the zone to add a shape to.

  2. In the group for the zone, click New.

    Result: You see the New Zone screen.

  3. Select the option for the zone shape, select one of:

    • Circular Shapes

    • Rectangular Shapes

  4. If you are specifying a circular zone shape, in the boxes enter the coordinates for the center of the circle and its radius.

    • X (Deg): The longitude coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees.

    • Y (Deg): The Latitude coordinate. Restricted to between -90.00000 and 90.0000 degrees.

    • R (Kms): The radius. Restricted to between 0.0000000 and 99999999.9999999 kilometers.

  5. If you are specifying a rectangular zone shape, enter the coordinates for the top left and bottom right corners of the rectangle.

    Top-Left Corner:

    • X (Deg): The longitude west coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees and must not equal the value for the longitude east coordinate.

    • Y (Deg: The latitude north coordinate. Restricted to between -90.00000 and 90.0000 degrees and must be a higher number than the latitude south coordinate.

    Bottom-Right Corner:

    • X (Deg): The longitude east coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees and must not equal the value for the longitude west coordinate.

    • Y (Deg: The latitude south coordinate. Restricted to between -90.00000 and 90.0000 degrees and must be a lower number than the latitude north coordinate.

  6. Click Save.

Related topic

Configure Subscriber Zones

Editing a zone shape

Follow these steps to edit a Zone shape.

  1. In the Edit Subscriber screen, select the option where the zone to edit is defined.

  2. In the zone group select the shape to edit and click Edit.

    Result: You see the Edit Zone screen.

  3. Edit the shape definition as described in Adding a new zone shape.

  4. Click Save.

Deleting a zone shape

Follow these steps to delete a Zone shape.

  1. In the Edit Subscriber screen, select the option where the zone shape to delete is defined.

  2. In the zone group select the shape to delete and click Delete.

    Result: The zone shape is deleted.

Edit Wallets

The wallet information available in the Edit Subscriber screen will depend on the configuration defined for the product type and service provider for the subscriber (see following screen examples). This means that you may see one of the following:

  • The default wallet configuration where all the standard wallet information fields are displayed under a single Wallet option.

  • The Edit Subscriber screen may have been customized to contain a subset of the standard wallet information fields. This information may be available under a single option listed in the panel on the left hand side of the screen, or it may be split over more than one option. The labels given to the fields and options may also be different.

You see the available options listed in the menu on the left hand side of the screen. To view or edit the fields for a particular option, select the option in the list.

If EDR auditing is enabled in Convergent Charging Controller, and you update the wallets for a subscriber, then you will be required to record the reason for the change in a special Change Reason dialog that displays when you save the subscriber record. For more information, see About Auditing Changes to Subscriber Data.

Default wallet configuration

The default configuration for the Edit Subscriber screen contains the following categories of information and fields for subscribers' wallets. Depending on how your screens have been configured, you will be able to edit some or all of this data:

  • External Wallet Reference

  • Product type

  • Customer

Wallet type

The Edit Subscriber screen lets you look at the wallet details for the primary and secondary wallets. In a standard installation the primary and the secondary wallets appear on separate tabs in the Edit Subscriber screen. You can select the wallet by selecting its tab.

If the CCP is enabled on your system then you will only be able to access either the primary or the secondary wallet from the Edit Subscriber screen, but not both. The wallet type will:

  • Depend on which row you selected in the subscriber search results table

  • Be clearly indicated in the Edit Subscriber screen title

Wallet field groups

This table describes the function of the standard groups of fields that may be available with a wallet in the Edit Subscriber screen. Each group contains a standard set of fields, some of which may be editable.

Note: This table shows the default labels given to the information groups. These labels may be different in your screens depending on how the Edit Subscriber screen has been configured.

Group Label Description
Balance Types panel A panel showing the available wallet balances.
Wallet Information Core information about the wallet. For details, see Editing wallet information.
Product Type and Customer fields Wallet attributes. For details, see Product Type and Customer fields.

Editing wallet information

Follow these steps to edit the details in the Wallet Information group.

Warning: Although the names of the fields in the group remain the same, the group name will depend on how the Edit Subscriber screen has been configured.

  1. From the left hand menu in the Edit Subscriber screen, select the option containing the Wallet Information group of fields.

  2. In the Wallet Information panel select a different Wallet Currency from the drop down list, if required.

    This defines the currency used for monetary values for this Wallet.

  3. If you have changed the subscriber's product type and you want to charge for this change then select the Bill for Product Swap check box.

    Tip: This charge is made when the current subscriber edits are saved. The next time you edit this subscriber this check box will have been cleared.

  4. If you have completed your subscriber edits, click Save.

  5. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

Product Type and Customer fields

This table describes the function of each field.

Field Description
Product Type The product type which applies when this subscriber uses this wallet.
Customer The customer the wallet is associated with. For more information about customers, see Customer.

View EDRs

From the Edit Subscriber screen you can search for and view the EDRs that have been generated for the subscriber. For each EDR you can:

  • View the EDR details

  • Reverse any associated charges

If the EDR auditing feature is enabled, then you can monitor operator updates to a subscriber's financial data by viewing the reason entered by the operator for any updates that have been made through the Subscriber Management screens. The reason displays in the Change Reason field in the resulting EDR. For more information, see About Auditing Changes to Subscriber Data.

EDR Masking

You can set masking for EDR fields to prevent users from viewing part of the displayed values. To set masking for EDR fields see Adding EDR elements and Editing EDR elements.

You can disable masking of EDR fields for a user by specifying the EDR Viewer NO MASKING permission when you create a user template.

Note: The system administrator user receives the EDR Viewer NO MASKING permission by default.

See "Creating User Templates" in SMS User's Guide for information on creating a user template. See "Assigning a template to a user" in SMS User's Guide for information on assigning a template to a user.

Finding EDRs

Follow these steps to find the EDRs that have been generated for a subscriber.

Note: The view EDRs panel is now pre-populated with default search conditions for the current subscriber. The search parameters are defined in the sms.jnlp and ccp.jnlp file. If no parameters are defined, search defaults to 2 days and all categories.

  1. In the Edit Subscriber Screen, click View EDRs.

    Result: You see the View EDRs for Subscriber screen for the current subscriber, pre-populated with default search results.

    Note: If no parameters are found, this defaults to two days and all categories.

  2. Enter the desired search criterion.

    For more information about the fields on this screen, see View EDRs for Subscriber fields.

  3. Add the EDR Search Categories to search for to the Selected List. To:

    • Add a search category to the list, select it in the Available List and click >.

    • Add all the search categories to the list, click >>.

    • Remove a search category from the list, select it in the Selected List and click <.

    • Remove all the search categories from the list, click <<.

  4. Note: If no search categories are selected then all the EDRs that match the search criteria will be returned.

  5. Click Search.

    Result: All the EDRs that match the search criteria are displayed in the EDR search results table at the bottom of the screen.

    Tip: The text See Details in the Balance Types column indicates either that more than one balance type was used to charge for that EDR or that no charge was made and hence you must go into the details of the EDR itself.

View EDRs for Subscriber fields

This table describes the function of each field.

Field Description
Display Currency The currency for which the costs and balances should be displayed.
Use Start Date

If Use Start Date check box is selected, EDRs that have been generated after a specified date and time will be displayed.

Note: The start date field is populated with the current date and time. Select a different date and time if required.

Use End Date

If Use End Date check box is selected, EDRs that have been generated before a specified date and time will be displayed.

Note: The end date field is populated with the current date and time. Select a different date and time if required.

Wallet Types

The type of wallet for which the EDRs will be displayed.

The options are:

  • Primary

  • Secondary
Number of EDRs The maximum number of EDRs to search for. This can be left blank to find all the EDRs.
Called Number A specific called party number dialed by the subscriber for which the EDRs will be displayed. This value is derived from the TN field of the resulting EDR.
EDR Tag The operator defined EDR tag.
EDR Tag Value The tag values of the EDRs describe the type and length of data required, and a description of the value per EDR.
Include Partial EDRs By default only completed EDRs are shown. Select this box to also show intermediate partial EDRs.
Call Duration The duration of the entire call, that is, the length of call in seconds. This value is derived from the DURATION field of the resulting EDR.
Discount

A list of discounts that exist for this call. This value is derived from the following fields of the resulting EDR:

  • DISCOUNT,

  • DISCOUNTS

  • CBTD_DISCOUNTS
Unit Type

The balance unit type for which the call cost is displayed. This is one of:

  • Cash

  • Time

  • Units
Call Cost

The call cost is based on the sum of all the associated costs (recharge or charge) for a specified balance unit type for the call. This value is derived from the COSTS field of the resulting EDR.

Note: The cost for a recharge will be a negative value; the cost for a charge will be a positive value.

EDR search results order

The EDR search results initially appear in date order with the most recent first. You can re-order EDRs based on the columns described in the following table.

Click this column To...
Date Order EDRs by date. The most recent EDR will be at the top of the list. Click on this column again to place records in reverse date order.
Balance Types

Place EDRs in ascending order of balance type ID.

Note: This is the internal reference number for the balance type and not the balance type name.

Cost Order EDRs by cost, from highest cost to lowest cost.
EDR Type

Place EDRs in ascending order of EDR type. Click on the column again to place records in descending order.

Note: A secondary sort is used to place EDRs with the same EDR type in date order.

Re-ordering search results

Follow this step to re-order the search results.

  1. Click on the column in the search results table to use for re-ordering.

    Result: The search results are re-ordered based on the values in the column.

Reversing a charge

Follow these steps to reverse a charge detailed in an EDR record.

  1. In the EDRs for Subscriber screen, search for the EDR record to reverse. For details on searching for EDRs see Finding EDRs.

  2. Highlight the record in the search results table.

  3. Click Reverse Charge.

  4. Do one of the following:

    • If you want to reverse the charge without saving any updates to the subscriber configuration, click Execute Only.

    • If you want to save the updates you have made to the subscriber configuration, and then reverse the charge, click Save & Execute.

  5. If you clicked Save & Execute, and EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

  6. Click OK when the Reverse Charge prompt displays.

The charge is reversed for all the affected balance types and the subscriber data is reloaded. You are then returned to the Edit Subscriber screen.

Viewing EDR details

Follow these steps to view the details for a selected EDR.

  1. Select the EDR record to view in the search results table in the View EDRs for Subscriber screen.

    Click Display.

    Result: You see the EDR Details for Subscriber screen.

    Note: The screen layout and available fields depend on the category and template definition configured for the EDR in CCS. For details, see EDR Templates.

  2. To change the currency used to display costs and balances, select the Display Currency drop down list.

  3. When you have finished viewing that EDR record, click Close.

    Result: You return to the View EDRs for Subscriber screen.

  4. When you have finished viewing EDR records, click Close.

    Result: You return to the Edit Subscriber screen.

Execute Business Process Logic

A business process logic (BPL) task comprises a set of actions that fall within the defined business rules of the service provider, and that may be executed for the subscriber. Each business process is defined in the control plan referenced in the BPL record. When the BPL is executed, this control plan is invoked for the current subscriber.

Depending on how the BPL task has been configured, a charge may be imposed for the service provided and SMS notifications may be sent out. For information on how to configure BPL tasks, see Task Management.

Notes:

  • Business process logic tasks are also referred to as tasks.

  • This functionality will only be available to you if you have an appropriate license.

Executing a BPL

Follow these steps to execute a BPL for a subscriber.

Note: BPLs can only be executed for existing subscribers.

  1. In the Edit Subscriber screen select the Subscriber option where the BPL to execute is located.

    Result: You see a button for each of the available BPLs.

  2. Click the button for the BPL to execute.

    Result: You see the Confirm Execute Business Process Logic for Subscriber prompt.

  3. If any parameters have been defined for the BPL, enter values for these as prompted.

    Warning: You must enter a value for all mandatory parameters.

  4. To save any changes you have made to the subscriber configuration in the Edit Subscriber screens and then execute the BPL, click Save & Execute.

    To execute the BPL without saving changes to the subscriber configuration, click Execute Only.

    Result: You see the Execute BPL Result prompt.

  5. Click OK.

View Subscriber Promotions

The Edit Subscriber screen can be configured to display the following types of promotion information:

  • Subscriber promotion panel showing the list of promotions for which the currently selected subscriber is eligible

  • Promotion information for a specific promotion.

Subscriber promotion panel fields

This table describes the function of each field.

Field Description
Promotion Lists the promotions for which the current subscriber is eligible.
Status

Displays the global limited liability status value for each promotion. Options are:

  • Unset

  • Eligible

  • Ineligible
Expiry Date Displays the global limited liability status expiry date for each promotion.

Promotion info field fields

The Promotion Info Field displays status, balance and expiry details for a specified promotion. The promotion is specified when the Promotion Info Field is configured in the Subscriber Profile Manager.

This table describes the function of each field.

Field Description
Name Promotion name.
Status Promotion status. Either active or inactive.
Tracker Balance Value The total value of the tracker balance used to trigger the promotion for the subscriber.
Tracker Balance Expiry Date

Displays the first expiry date for the tracker balance. If an expiry date has not been specified, then "Does not expire" will be displayed.

Note: This field will only be visible if the Show Expiry Date check box was selected when this Promotion Info Field was configured in the SPM.

Individual Limited Liability Balance The subscriber's total balance held in the limit balance type configured for the promotion.
Individual Limited Liability Expiry Date Displays the first expiry date for the individual limited liability balance. If an expiry date has not been specified, then Does not expire will be displayed.
Max Individual Limited Liability Maximum individual limited liability configured for the promotion.
Global Liability Status

The options are

  • Unset

  • Eligible

  • Not Eligible