Configuring Payments

Complete the steps provided below to configure payment features.

Note: Customers can also enroll in automatic payments. For requirements to configure the related automatic payment sources, see Automatic Payments.

Note: This documentation provides steps to complete these configuration tasks using Oracle Utilities Customer Care and Billing. However, many of these tasks can be completed with other applicable products such as Oracle Utilities Customer to Meter or Oracle Utilities Customer Cloud Service. Refer to your applicable product documentation for steps to complete the configuration using your Oracle Utilities product. Additionally, this documentation assumes that you know how to create the various objects listed below as well as modify or create master configurations. For additional details on these tasks, refer to the applicable Oracle Utilities Documentation.

Configure Payment Methods

The following configurations enable customers to pay their bills through payment options such as a checking or savings account.

Note: The steps below assist in completing payment method configuration through Oracle Utilities. If you use third-party payment processing providers for certain types of payments, these configurations must be completed in a separate Third-Party Payment Processing Integration master configuration. For more information on completing third-party payment processing integration, refer to the Oracle Utilities Customer Care and Billing Business User Guide.

To configure payment methods:

  1. Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration master configuration.
  2. From the Admin menu, select General, and select Master Configuration. From the Master Configuration zone, select the Edit option for the CC&B Self-Service Integration master configuration. The master configuration is displayed.
  3. From the Payment Processing Information zone, define the following payment processing details:
    • Accepted Payment Types: Click the plus icon to add any accepted payment methods such as checking withdrawal, savings withdrawal, and so on. Select an applicable tender type for each payment type.

      Oracle Utilities recommends adding a Checking Withdrawal and Savings Withdrawal payment type at minimum. Additional payment types depend on whether payments are processed directly through Oracle Utilities systems or third-party payment processing providers.
    • Accepted Credit Card Types: The requirement to add credit card types to the master configuration is dependent upon how credit card payments are processed. Oracle Utilities recommends supporting credit card payments through a third-party payment processing provider such as Paymentus. Refer to your third-party payment processing provider documentation for requirements to configure credit card payments, as well as the Oracle Utilities Customer Care and Billing Business User Guide.
    • One Time Payment Sources: To support payments through Oracle Utilities web self-service, make the following selections. From the One Time Payment Trigger drop-down list select Web Self-Service. From the Characteristic Type drop-down list select One Time Payment Source. From the Characteristic Value drop-down list select Web Self-Service.
  4. From the Scripts zone, configure the applicable scripts:
    • Select the plus icon to add a new processing script. From the Processing Type drop-down list select One Time Payment Creation, and in the Script field type C1-AddOTPay. Review and modify C1-AddOTPayas needed. This script can support single account and multiple account payments.
    • To enable verification as to whether a payment is a duplicate payment, click the plus icon to add a new processing script. From the Processing Type drop-down list select Check Duplicate Payment, and in the Script field type C1ChDupPay or select your custom script for checking for duplicate payments. Review and modify script C1ChDupPay to meet your specific requirements.
  5. From the Self-Service Tasks zone, click the plus icon to add a new self-service task. From the Service Task drop-down list select One Time Payment, and then from the Service Task Type drop-down list select One Time Payment Task. The default configuration for one-time payments is required for Digital Self Service - Transactions, ensure that the self-service task objects have not been modified from the base product installation.

    Customer contacts track the creation of self-service tasks to aid customer service representatives in reviewing tasks created for an account, and are configured using Customer Contact Class and Customer Contact Type. In addition to selecting applicable customer contacts with these options, review Logging Self-Service Tasks for more information on configuring customer contacts.
  6. Click Save to save the self-service master configuration changes.

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Configure Bank Account Management

The following configurations enable customers to manage bank accounts available to them in Digital Self Service - Transactions to pay their bills.

To configure support for customers managing bank account information

  1. Log in to Customer Care and Billing.
  2. Create a self-service task type to support saved bank account payments. To begin this task, from the Menu, select Self-Service, select Self-Service Task Type, and then select Add. The Select Business Object dialog box opens.
  3. From the Service Task Type Business Object drop-down list, select Self-Service Payment Options Task Type, and then click OK. The Self-Service Payment Options Task Type dialog box opens.
  4. Define all required information for the self-service task type. Refer to the help documentation provided with your Customer Care and Billing system for full details on all components. High-level requirements include:
    • Service Task Type and Description: The name and description of the self-service task type within Customer Care and Billing. For this example the Service Task Type is defined as PAYOPTS - NACHA and the Description is Payment Options Task.
    • Related Transaction Object: Self-Service Payment Options Task
    • Service Task Type Status: Active
    • Service Task Class: Self-Service
    • Web Debit Account Validation: Yes
    • Wait Timeout Threshold (Minutes): Provide a value
    • Wait Timeout To Do Type : Web Debit Account Validation Error
    • Wait Timeout To Do Role: System Default Role
  5. Select Save to create the self-service task type.
  6. Add the new self-service task type to your master configuration. From the Admin menu, select General, and select Master Configuration. From the Master Configuration zone, select the Edit option for the CC&B Self-Service Integration master configuration. The master configuration is displayed.
  7. From the Self-Service Tasks zone, select the plus icon to add a new self-service task and complete the following configurations:
    • Service Task: Payment Options
    • Service Task Type: Payment Options Task
  8. Click Save to save the master configuration changes.

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