Configuring Program Enrollment

Complete the following steps to configure self-service tasks for program enrollment features.

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.

Program Enrollment Self-Service Alerts

The following configurations enable customer alerts for self-service tasks and define discard reasons for your self-service tasks, which are furthered defined in the configuration steps.

To configure program enrollment self-service alerts:

Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration 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.
From the Self-Service Alerts zone, click the plus icon to add a new alert and define the alert as follows:
- Alert Type: Highlight Open Service Task
- Priority: Type a priority value that is applicable for your list of alerts
- Script: C1-OpenTaskA
Click Save to save the master configuration changes.
You must define valid discard reasons for self-service tasks. From the Admin menu, select Database, select Lookup, and select Search. The Field Name Search dialog box opens.
In the Field Name type C1_CUSTREQ_DISCARD_RSN_FLG and click Search. The discard reasons are displayed.
Add all required discard reasons for your self-service tasks. Refer to the help documentation provided with your Customer Care and Billing system for more information on these requirements.

Paperless Billing

You must create the required notification type to enable customers to receive their paperless bill through email. If the option of dual billing is enabled, which allows customers to receive both a paperless bill and a paper copy, a notification type must be created to support this scenario as well.

Note: All available bill routing must be supported with an applicable bill route type. To support dual billing, you must create a bill route type that supports sending bills by email and a postal address.

To create notification types for paperless billing

Log in to Customer Care and Billing as a user with access to create notification types.
From the Admin menu, select Customer, select Notification Type, and then select Add. The Notification Type dialog box opens.
Provide the following required information for the notification type:
- Notification Type: The internal name used to identify the notification type.
- Description: Additional information to describe the purpose of the notification type.
- Subscription/Push: Select Subscription.
- Allowed Recipient: Select the type of account access required to receive the notification.
- Notification Controlled By: Select Bill Route.
- Bill Route Type: Select the appropriate bill route type.
  - For a paperless bill notification type, select the bill route type that sends bills by email.
  - For a dual billing notification type, select the bill route type that was created to support sending bills by email and a postal address.
- Contact Class: If required, you can apply a customer contact class to create records of when customers receive a notification. These records can be used by Customer Service Representatives to review the notifications a customer has received.
- Person Contact Types: Select a person contact type that supports email notifications.
- Algorithms: If required for a notification, search for and apply suppression criteria algorithm to ensure that a notification is suppressed for a customer based on some condition. For example, the algorithm C1-NT-BQ-RTE suppresses a notification if the account's person contact does not use the same bill route type as the notification type.
- Delivery Types: Select Email.
Click Save to create the new notification type. Repeat these steps for each required notification type.

Payment Arrangements

You must configure the processing for payment arrangements to enable customers to request payment arrangements to pay off their outstanding debt.

To configure payment arrangement self-service processing:

Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration master configuration.
Create a payment arrangement service task type. 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.

Note: You can view demo self-service task types provided with Customer Care and Billing, such as PA-3INSTLMNT, to see an example self-service task type.

From the Service Task Type Business Object drop-down list, select Payment Arrangement Task Type, and then click OK. The Payment Arrangement Task Type Maintenance dialog box opens.
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.
- Related Transaction Object: Payment Arrangement Task
- Service Task Type Status: Active
- Service Task Class: Self-Service
- Payment Arrangement Information:
  - Installments: The number of installments for the payment arrangement.
  - Create all required debt class, CIS division, and Service Agreement type combinations for your payment arrangement. Refer to the help documentation provided with your Customer Care and Billing system for more information on these requirements.
If alerts are to be displayed in Digital Self Service - Transactions to customers with payment arrangements, select the Customer Alert Required checkbox and define the following:
- Alert Message Category: Self-Service Messages
- Alert Header Message Number: 11816
- Alert Description Message Number: 11842
Click Save to create the self-service task type. You can repeat these steps if you require additional payment arrangement self-service task types.
Add all payment arrangement self-service task types to your master configuration and ensure that customer eligibility is defined. 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.
From the Payment Arrangement Service Task Types zone, click the plus icon to include a payment arrangement self-service task type. From the Service Task Type drop-down list, select the payment arrangement self-service task type you created earlier in this procedure.
To define customer eligibility, from the Scripts zone, click the plus icon to add a new processing script. From the Processing Type drop-down list select Pay Arrangement Eligibility, and in the Script field type C1-PAEligibl. Review and modify C1-PAEligibl as needed to implement your preferred eligibility strategy.
Click Save to save the master configuration changes.

Automatic Payments

A unique automatic payment source must exist for every entity such as a bank, credit card company, or bill payment service that is available to customers as the source of the funds when they sign up for automatic payments.

To configure automatic payment sources:

Log in to Customer Care and Billing as a user with access to create automatic payment sources.
From the Admin menu, select Financial, select Auto Pay Source Type, and select Search. The Auto Pay Source Search page is displayed.
Review the available automatic payment sources to confirm all applicable payment sources are available. For more information on creating automatic payment sources, refer to the Oracle Utilities Customer Care and Billing Business User Guide. Save any new or modified automatic payment sources.

If you are completing the configuration checklist available at Configuration Checklist, ensure that at a minimum a properly configured ACH-NACHA Auto Pay Source Type exists that is defined as follows:
- Tender Source: AUTOPAY
- Extract Batch: C1-APACH
- Auto Pay Date Calculation Algorithm: APAY-DTCALC
- Web Debit Acct Validation Algorithm: Select the algorithm you have created to define this validation with the applicable financial entity.
From the Admin menu, select Financial, and select Tender Type. The Tender Type page is displayed.
Modify the External Type as follows:
- For checking accounts, select Checking Debit Prenotification.
- For savings accounts, select Savings Debit Prenotification.
Select Save to save your Tender Type changes.
From the Admin menu, select General, select Feature Configuration, and select Add. The Feature Configuration page is displayed.
Define the feature configuration as follows:
- Feature Name: FINCONF
- Feature Type: Financial Transaction Options
- Description: Feature configuration for checking and savings accounts pre-notification.
Create options for checking and savings accounts:
- Checking accounts:
  - Option Type: Prenotification Tender Type - Checking
  - Value: Provide the tender type used for checking accounts.
- Savings accounts:
  - Option Type: Prenotification Tender Type - Savings
  - Value: Provide the tender type used for savings accounts.
Select Save to create the new feature configuration.

To configure automatic payment self-service tasks:

A self-service task must be configured to support automatic payments.

Log in to Customer Care and Billing
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.
From the Self-Service Tasks zone, select the plus icon to add a new self-service task, and then make the following selections:
- Service Task: Auto Pay Setup
- Service Task Type: Automatic Payment Setup Type
- Customer Contact Class and Customer Contact Type: Customer contacts track the creation of self-service tasks to aid customer service representatives in reviewing tasks created for an account. In addition to selecting applicable customer contacts with these options, review Logging Self-Service Tasks for more information on configuring customer contacts.
Click Save to save any changes to the master configuration.

To configure automatic payment eligibility

You can control which customers can enroll in automatic payments by configuring the automatic payments eligibility.

Log in to Customer Care and Billing.
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.
In the Auto Pay zone, complete the following configurations:
- Number of Months and Number of Cancelled Payments: Enter the maximum number of cancelled payments for the previous number of months defined that a customer can have and still be eligible for auto pay. For example, if both of these options are set to a value of 4, then a customer who has five cancelled payments in the previous four months is ineligible to enroll in automatic payments.
- Eligibility Script: Enter the script that contains the processing logic to be used to determine whether an account is eligible for auto pay. The script C1AutoPayElg can be used for this purpose if it meets your needs. Review and modify the script C1AutoPayElg as needed to implement your preferred eligibility business rules.
  
  The script C1AutoPayElg checks for cancelled payments within the previous Number of Months specified. The day of the month used is taken from today’s date, with corrections for days of the month that are not valid. For example, if today is December 31, then three months in the past would start from September 30 due to the difference in number of days for these months.
Select Save to save any changes to the master configuration.

To support same day unenrollment from automatic payments:

You can allow customers to unenroll from automatic payments on the same day that they complete enrollment. If this configuration is not completed, customers cannot unenroll in the program on the same day that they enrolled.

Log in to Customer Care and Billing.
From the Admin menu, select System, select Script, and select Search. The Script Search page is displayed.
Search for the script WX-ProcApay to open the script.
Click Duplicate to make a copy of the script. When you are prompted to name the copy, type CM-ProcApay and click OK. The new script CM-ProcApay is displayed.
From the Step tab, expand step 30 and modify the code that prevents unenrolling on the same say as enrolling from automatic payments. Locate the following code in this step:

if ("xs:date(WX-RETAPDET/results[autoPayId=$accountAutoPayId]/startDate) = xs:date($processDate)") // cancellation of an autopay created on the same day is not allowed terminate with error (11115, 11140 %1="$accountAutoPayId"); else // set effective autopay record's end date = process date - 1 day move "xs:date($processDate) - xs:dayTimeDuration('P1D')" to "WX-Account/accountAutopay[last()]/endDate"; end-if;

Completely replace this code with the following code:

move "xs:date($processDate) - xs:dayTimeDuration('P1D')" to "WX-Account/accountAutopay[last()]/endDate";
Click Save to save your changes.
From the Admin menu, select System, select Script, and select Search. The Script Search page is displayed.
Search for the script WX-SetApay to open the script.
Click Duplicate to make a copy of the script. When you are prompted to name the copy, type CM-SetApay and click OK. The new script CM-SetApay is displayed.
From the Step tab, modify the steps to replace all references of WX-ProcApay with CM-ProcApay. This requires modifications to step 10 and step 20. For example, in step 20 modify the move steps to reference CM-ProcApay, and you can also modify the comment to refer to CM-ProcApay.
Click Save to save your changes.
From the Data Area tab, modify the reference WX-ProcApay service script to refer to CM-ProdApay.
From the Admin menu, select System, select Algorithm Type, and select Search. The Algorithm Type Search is displayed.
Search for the algorithm type WX-SETAPAY to open the algorithm type.
Click Duplicate to make a copy of the algorithm type. When you are prompted to name the copy, type CM-SETAPAY and click OK. The new algorithm type CM-SETAPAY is displayed.
In the Plug-in Script field type CM-SetApay to modify the plug-in script.
Click Save to save your changes.
From the Admin menu, select System, select Algorithm, and select Add. The Algorithm page is displayed.
Define the algorithm as follows:
- Algorithm Code: CM-SETAPAY
- Algorithm Type: CM-SETAPAY
- Effective Date: Select an applicable effective date for your automatic payment program.
Click Save to create the new algorithm.
From the Admin menu, select System, select Business Object, and select Search. The Business Object Search is displayed.
Search for the algorithm type WX-AutoPayTask to open the Business Object.
From the Lifecycle tab, select Process Auto Pay Setup, and modify the algorithm to use CM-SETAPAY.
Click Save to save your changes.

Budget Billing

You must configure the self-service alerts for customers enrolled in budget billing.

To configure budget billing self-service alerts:

Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration master configuration.
Review the budget billing definition for your master configuration. From the Admin menu, select General, and select Master Configuration. From the Master Configuration zone, select the Edit option for CC&B Self-Service Integration. The master configuration is displayed.
The following details define budget billing enrollment:
- Self-Service Alerts: The Budget Enrollment alert type defines the alerts and notifications for budget billing. Review and modify the default WX-NtfyBudg as required.
- Scripts: The Budget Eligibility processing type uses the CX-BudgetElg script to determine eligibility. Review and modify this script as required.
- Self-Service Tasks: The Budget Request service task uses the BUDGET self-service task to define the messaging of budget billing. Review and modify this self-service task as required.
Click Save to save any changes to the master configuration.

Charity Contributions

You must create and configure the support for charitable organization contributions, which includes steps such as creating charitable accounts, defining applicable service agreements, and defining the collection class for charitable contributions.

To define an account as a charitable organization:

Note: The steps provided below assume that accounts are already available in your environment and only cover the steps to define the account as a charitable organization in Digital Self Service - Transactions.

Log in to Customer Care and Billing as a user with access to create or modify accounts.
From Menu, select Customer Information, select Account, and then select Search. The Account Search is displayed.
Provide applicable search criteria to locate an account and select the applicable Search option. Search results are displayed.
Select an account to open the account.
From the Characteristics tab, define the account as a charitable organization by completing the following configurations:
- Characteristic Type: Is Charity Account
- Characteristic Value: Y
Select Save to save the changes to the account.

To create a service agreement type for a charitable organization:

Note: Configurations of particular importance to charitable organizations are highlighted in the steps below.

Log in to Customer Care and Billing as a user with access to create or modify service agreements.
From the Admin menu, select Customer, select SA Type, and then select Add. The SA Type options are displayed.
From the Main tab, provide all required information, including the following charity specific details:
- Distribution Code: Select an applicable distribution code such as Payable - Charity
- Service Type: Miscellaneous Service
- Payment Segment Type: Charity payment
- Payment Priority: Charitable donations are commonly defined with the lowest payment priority
- Delinquent Pay Priority: Charitable donations are commonly defined with the lowest delinquent payment priority
From the Adj Profile tab, from the Adjustment Type Profile search for and select CHARITY.
From the C & C tab, from the Debt Class search for and select CHAR.
From the Characteristic tab, provide all required information:
- Characteristic Type: Service Category
- Sequence: 1
- Characteristic Value: NP
From the Algorithms tab, provide all required information:
- System Event: SA Creation
- Sequence: 10
- Algorithm: C1-SACR-AT
After you have completed all other mandatory requirements to create an SA Type, select Save to create the SA Type.

To configure collection class control:

Log in to Customer Care and Billing as a user with access to create or modify collection class controls.
From the Admin menu, select Credit & Collection, select Collection Class Control, and then select Search. The Collection Class Control search is displayed.
Provide applicable search criteria to locate a collection class control that uses a charitable contribution debt class, and select the applicable Search option. Search results are displayed.
Select a collection class control to review and modify the collection class control.
Review and modify the collection class control as required for the charitable contribution debt class. Collection class controls for charitable contributions typically apply the lowest priority and use algorithms to restrict charitable contributions for customers that are on payment arrangement plans.
Select Save to save any changes for the collection class control.

To create default contribution amounts with start options:

Note: Creating start options to support default contribution amounts is an optional configuration. Start options can allow you to use the same default amounts for all charitable organizations that use the same SA Type. If start options are not used, default contribution amounts can be defined as part of the master configuration.

Log in to Customer Care and Billing as a user with access to create or modify service agreement start options.
From the Admin menu, select Customer, select SA Type Start Option, and then select Add. The SA Type Start Options details are displayed.
From the Main tab, provide all required information, including the following specific details:
- SA Type: CHARITY
- Contrib Amount: Provide the amount that acts as the amount a customer can select to contribute. To provide customers with the ability to manually enter their own amount, use a value of $0.
Complete all other required configurations for the SA Type Start Option, and then select Save to create the SA Type Start Option.
Repeat this process to create all default contribution amounts to make available to customers enrolling in charitable contributions.

To create a self-service task type for charitable donations:

Log in to Customer Care and Billing as a user with access to create or modify self-service task types.
From Menu, select Self-Service, select Self-Service Task Type, and select Add. The Select Business Object dialog box opens.
From the Service Task Type Business Object drop-down list, select Charity Contribution Enrollment Task Type, and then select OK. Additional configuration requirements are displayed.
Complete all required information, including:
- Service Task Type: Provide a descriptive name for the new self-service task type
- Related Transaction Object: Charity Contribution Enrollment Task
- Service Task Class: Self-Service
Select Save to create the new self-service task type.

To configure charitable contributions master configuration:

Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration 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.
From the Charity Auto Pay zone complete the following configurations for each charitable donation:
- Account ID: Select the account that you created earlier to represent the charitable organization.
- Charity Name: Provide the name for the charity. This name is the charity name shown on the charitable donation enrollment option displayed to customers.
- Message Category and Message Number: Select the applicable message category and number for the message that provides further description for the charitable organization. This message is the description shown on the charitable donation enrollment option displayed to customers.
- Restrict Account to CIS Division: Select the checkbox to make the charitable donations available to the CIS division that you select.
- CIS Division: Select the applicable CIS division for the charitable donation.
- Use Start Option: Select this checkbox to enable start options to determine the contribution options presented to customers. Creating start options is an optional step covered in a procedure above. All start options defined for the charitable organization SA Type are displayed to customers for selection. If you enable start options, the Amount and Allow Custom Contribution Amount options cannot be defined.
- Amount: If start options are not enabled, provide a value for the contribution amount presented to customers. You can click the plus icon to include multiple contribution amounts to select from.
- Allow Custom Contribution Amount: If start options are not enabled, select this checkbox to allow customers to manually enter their own contribution amount.
From the Self-Service Tasks zone, click the plus icon to add in a self-service task for charitable donations and complete the following:
- Service Task: Charity Auto Pay
- Service Task Type: Select the self-service task type you create earlier.
- Customer Contact Class and Customer Contact Type: Customer contacts track the creation of self-service tasks to aid customer service representatives in reviewing tasks created for an account. In addition to selecting applicable customer contacts with these options, review Logging Self-Service Tasks for more information on configuring customer contacts.
Select Save to save all your master configuration changes.

To synchronize your Customer to Meter environment:

Note: The following steps are required only if you have a Customer to Meter environment, they are not required for Customer Care and Billing.

Log in to Customer to Meter as a user with edit access for extendable lookups.
From the Admin menu, select General, and select Extendable Lookup. The Extendable Lookup Query is displayed.
In the Business Object field, type X1-C2MSATypeMapping and select Search. The Business Object is displayed in the search results.
Select the C2M SA Type Mapping Values to open the extendable lookup.
Select Add to add a new value. The Extendable Lookup dialog box opens.
Complete all required information, including the SA Type which must be defined as the SA Type created for charitable organizations.
Select Save to create the new entry.

Payment Extensions

You must create and configure the support for payment extensions, which includes steps such as verifying payment extension supporting objects have been installed, creating payment extension self-service task types, and defining customer class support for payment extensions in the master configuration.

To verify payment extension supporting objects and grace periods

Log in to Customer Care and Billing.
From the Admin menu, select General, and select Extendable Lookup. The Extendable Lookup Query page is displayed.
In the Business Object field enter C1-CSSContextLookup and select Search. Select the CSS Context Values link in the applicable search results. The Extendable Lookup Value List is displayed.
Confirm that the Payment Extension Enrollment Indicator is included in the list. This confirms that the proper packages to support payment extensions have been installed.
From the Admin menu, select Credit & Collection, and select Pay Method. The Pay Method page is displayed.
Review the pay methods and modify the Grace Days for any pay method you plan to configure as available for payment extensions. The value defines the number of days that the payment extensions are extended by. Select Save to save any changes to the grace days for pay methods.
From the Admin menu, select Database, select Lookup, and select Search. The Field Name Search dialog box is displayed.
In the Field Name field, enter the following lookup table names to review their configurations:
- PP_STAT_FLG: This lookup defines the payment extension enrollment states for customers. Customer service representatives can review this state to determine a customer's enrollment in payment extensions, such as active or broken. Review and confirm all applicable states for your payment extension program are configured.
- PAYMENT_EXTENSION_TYPE_FLG: This lookup defines the types of payment extensions that are supported, which includes extending a full bill balance and extending a past due bill balance. Define these options as Active to enable the payment extension type.
- PAYMENT_EXTENSION_STATUS_FLG: This lookup defines the payment extension enrollment statuses that are displayed for customers, such as enrolled or unenrolled. Review and confirm all applicable statuses for your payment extension program are configured.

To create self-service task types and configure the master configuration

Log in to Customer Care and Billing as a user with edit access for the CC&B Self-Service Integration master configuration.
Create self-service task types for the types of payment extensions that are to be offered to eligible customers. Digital Self Service - Transactions can support full balance extensions and past due extensions, which each require their own self-service task type. The following steps provide an example of creating a full balance extension self-service task type. From Menu, select Self-Service, select Self-Service Task Type, and select Add. The Select Business Object dialog box opens.
Select Payment Extension Task Type from the drop-down list, and select OK.
Complete the following configurations for the self-service task type:
- Service Task Type: FB_PE
- Description: Full Balance Extension
- Related Transaction Object: Payment Extension Task
- Self Service Task Type Status: Active
- Service Task Class: Self-Service
- Pay Method: Select an applicable pay method for the payment extension. The grace days for the pay methods were defined in the previous procedure above.
- Extension Amount Script: Use the default Determine Payment Extension Amount script. This script can be modified if the payment extension amount offered to customers needs to be modified.
- Pay Plan Type: Select the play plan types that are eligible for the payment extension type.
Select Save to create the self-service task type.
To support past due extensions, repeat the steps above to create an additional self-service task type. For Service Task Type enter PD_PE and for Description enter Past Due Extension. The other options can use the same values as the Full Balance Extension, or modifications to options such as the Pay Method and Pay Plan Types can be made.
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.
From the Payment Extensions zone, in the Payment Extension Processing Script enter C1PrcPmtExt.
Select the plus icon to add a customer class that supports payment extensions. Complete the following configurations for each customer class added:
- Customer Class: The set of customers supported for payment extensions, such as Residential or Commercial.
- Payment Extension Eligibility Script: C1PayExtElg
- Service Task Type and Payment Extension Type Eligibility Script: Include any of the supported payment extension self-service task types created previously, including Full Balance Extensions and Past Due Extensions, that are to be supported for the customer class. Additional eligibility scripting can be included if required for a particular customer class and payment extension type.
Select Save to save all master configuration changes.

Preferred Payment Date

You must create and configure the support for preferred payment dates, which includes steps such as verifying preferred payment date supporting objects have been installed, configuring preferred payment date options, and defining supporting objects.

To verify preferred payment date supporting objects

Log in to Customer Care and Billing.
From the Admin menu, select Database, select Lookup, and select Search. The Field Name Search dialog box is displayed.
In the Field Name field, enter WX_BO_SSTASK_TYPE_FLG and select Search to review the lookup table.
Confirm that there is an entry for C1PD with the description of Preferred Pay Date, and that the status is listed as active.

To create preferred payment date options

There are two ways a utility can offer a preferred due date program, customers can either be offered to extend their current due date by a certain number of days or they can choose from a list of available due dates that have been set by the utility. Configuration for both options is provided below, but you can select to only configure the option that is to be made available to customers.

Log in to Customer Care and Billing.
To offer customers the ability to extend their current due date by a certain number of days, from the Admin menu, select General, select Characteristic Type, and select Add. The Characteristic Type is displayed.
In the Characteristic Type field, type DTDOV and hit enter. If the characteristic type already exists, applicable information is filled in, which can be confirmed or modified using the steps below. If instead a search dialog box is displayed, you must create the new characteristic type, using the steps below.
Define the DTDOV characteristic type as follows:
- Characteristic Type: DTDOV
- Description: Override DAYS TILL DUE
- Type of Char Value: Predefined Value
- Allow Search by Char Val: Not Allowed
- Characteristic Value and Descriptions: Add an entry for each extension to make available to customers. For example, to offer customers to extend their payment date by ten days, enter 10 as the Characteristic Value, and enter a Description such as 10 days after your current due date. The description defines the explanation that is shown to the customer selecting the option, and the characteristic value defines the offset. Add one or more options for customers to choose from, ensuring the description and value for each option are consistent.
For the DTDOV characteristic type, select the Characteristic Entities tab, and from Characteristic Entity, select Account.
Select Save to save all changes to DTDOV to create the supporting characteristic type for extending a customer's current due date by a certain number of days.
To offer customers the ability to extend their current due date by selecting a different day, from the Admin menu, select General, select Characteristic Type, and select Add. The Characteristic Type is displayed.
In the Characteristic Type field, type DAYOV and hit enter. If the characteristic type already exists, applicable information is filled in, which can be confirmed or modified using the steps below. If instead a search dialog box is displayed, you must create the new characteristic type, using the steps below.
Define the DAYOV characteristic type as follows:
- Characteristic Type: DAYOV
- Description: Override DUE DAY
- Type of Char Value: Predefined Value
- Allow Search by Char Val: Not Allowed
- Characteristic Value and Descriptions: Add an entry for each day of the month option to make available to customers. For example, to offer customers to modify their due date to be the first day of the month, enter 1 as the Characteristic Value, and enter a Description such as 1st day of the month. The description defines the explanation that is shown to the customer selecting the option, and the characteristic value defines the day of the month. Add one or more options for customers to choose from, ensuring the description and value for each option are consistent.
For the DAYOV characteristic type, select the Characteristic Entities tab, and from Characteristic Entity, select Account. Select the plus icon to add another Characteristic Entity row, and select Order.
Select Save to save all changes to DAYOV to create the supporting characteristic type for changing a customer's current due date by selecting a particular day of the month.

To define required algorithms, self-service tasks, and master configurations

Complete the steps below to configure the other required objects that support preferred payment date options.

Log in to Customer Care and Billing.
From the Admin menu, select System, select Algorithm Type, and select Search. The Algorithm Type Search dialog box opens.
In the Algorithm Type field, enter C1DUEDATEORD, and select Search. The Algorithm Type options are displayed for C1DUEDATEORD.
Ensure that the algorithm type has the following definitions:
- Algorithm Type: C1DUEDATEORD
- Algorithm Entity: Customer Class - Override Due Date
- Program Type: Plug-in Script
- Plug-in Script: C1DUEDATEORD
- Parameters: Ensure that the Required checkbox is cleared for each type of due date modification. Selecting this option would make it mandatory for a customer to select a preferred payment date, which is not a recommended configuration.
Select Save to save any changes to the algorithm type.
From the Admin menu, select System, select Algorithm, and select Add. The Algorithm options are displayed.
Define the algorithm as described below:

Algorithm Code: ZZDUEDATEORD
Description: Override due date using account characteristics
Algorithm Type: C1DUEDATEORD
Parameters: By selecting the C1DUEDATEORD algorithm type, the following parameters are automatically created, which must be configured for the preferred payment date options you choose to support:
- Account Characteristic Type for Due Days Extension: To allow customers to pick a preferred payment date by extending a certain number of days, in the Value field, enter DTDOV, which you created earlier in this procedure.
- Account Characteristic Type for Due Day of the Month: To allow customers to pick a preferred payment date by selecting a day of the month, in the Value field, enter DAYOV, which you created earlier in this procedure.

From the Admin menu, select Customer, select Customer Class, and select Search. The Customer Class Search dialog box opens.
Select Search to return a list of all customer classes. From the search results, select a customer class that supports the preferred payment date options, such as a residential customer class. The Customer Class options are displayed for the customer class you select.
From the Controls tab, select the plus icon to create a new system event and define it as follows:
- System Event: Override Due Date. Be aware that only a single Override Due Date system event can be supported for a customer class.
- Sequence Number: Define an applicable priority for the event, with lower numbers having higher priority compared to other system events.
- Algorithm: ZZDUEDATEORD
Create a preferred pay date self-service task type. 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.
From the Service Task Type Business Object drop-down list, select Preferred Pay Date Task Type, and then click OK. The Preferred Pay Date Task Type Maintenance dialog box opens.
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 Preferred Pay Date.
- Related Transaction Object: Preferred Pay Date Task
- Service Task Type Status: Active
- Service Task Class: Self-Service
Select Save to create the self-service task type.
Add the preferred pay date self-service task type to your master configuration and ensure that customer eligibility is defined. 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.
From the Preferred Pay Date zone, complete the following configurations:
- Preferred Pay Date Eligibility Script: C1PrefPdElg
- Service Task Type: Preferred Pay Date
- Eligible Customer Class: Select the plus icon to add a row for all applicable customer classes, such as residential customers.
Click Save to save the master configuration changes.