Chatbot

Oracle Revenue Management and Billing provides digital assistance to end-users using Oracle Digital Assistant (ODA). You can use the digital assistant, also known as detective Chatbot, to have conversational experiences with ORMB through text, chat, and voice interfaces.

We have introduced a Menu Based Chatbot in this release. As the name suggests, this Chatbot facilitates the user to choose from several options, presented in the form of menus and sub menus. At present, we have the following menu options in the Chatbot:

• Customer Info - It enables you to view the details of a customer. On clicking the Customer Info menu option, a sub menu appears with the following options:

  • Customer ID - Used when you want to view the details of a particular customer. The system then displays the details of the customer in the Customer 360° Information screen.

  • Customer Name - Used when you want to view the list of customers with a particular name. You can use the wildcard character (%) while specifying the customer name. If there is only one customer whose name matches the specified value, the system displays the details of the customer in the Customer 360° Information screen. However, if there are multiple customers whose name matches the specified value, the system displays the list of customers that meet the criteria in the Customer 360° View screen.

• Account Info - It enables you to view the details of an account. On clicking the Account Info menu option, a sub menu appears with the following options:

  • Account ID - Used when you want to view the details of a particular account. The system then displays the details of the account in the Customer 360° Information screen.

  • Customer Name - Used when you want to view the list of accounts where a particular customer is the main customer.

    You can use the wildcard character (%) while specifying the customer name. If there is only one account of the customer, the system displays the details of the account in the Account screen.

    However, if there are multiple accounts of the customer, the system displays the list of accounts that meet the criteria in the Account Search window.

  • Account Statement - Used when you want to view the mini statement (last five transactions) of an account. The system displays the financial transaction details in the Chatbot window.

• Bill Info - It enables you to view the details of a bill and initiate the bill creation or cancellation process. On clicking the Bill Info menu option, a sub menu appears with the following options:

  • Create Bill - Used when you want to create a bill for an account. On entering the account ID, the Bill screen appears where you can generate a bill for the account.

  • Latest Bill Details - Used when you want to view the details of a bill. On clicking the Latest Bill Details menu option, a sub menu appears with the following options:

    • Account ID - Used when you want to view the latest bill details of a particular account.

    • Alternate Bill ID - Used when you want to view the details of a particular bill.

    • Bill ID - Used when you want to view the details of a particular bill.

  • Cancel Bill - Used when you want to cancel a bill of an account. On entering the bill ID, the Bill screen appears where you can cancel the bill of the account.

• Pricing Info - It enables you to view the effective or agreed pricing of a customer or an account. It also enables you to view the details of a price list. On clicking the Pricing Info menu option, a sub menu appears with the following options:

  • Customer ID - Used when you want to view the price assignments of a customer. On entering the customer ID, a sub menu appears with the following options:

    • Effective Pricing - Used when you want to view all effective price assignments of the customer.

    • Agreed Pricing - Used when you want to view all agreed price assignments of the customer.

    The system displays the effective or agreed price assignments of the customer in the Pricing (Person) screen.

  • Account ID - Used when you want to view the price assignments of an account. On entering the account ID, a sub menu appears with the following options:

    • Effective Pricing - Used when you want to view all effective price assignments of the account.

    • Agreed Pricing - Used when you want to view all agreed price assignments of the account.

    The system displays the effective or agreed price assignments of the account in the Pricing (Account) screen.

  • Price List - Used when you want to view the details of a price list. On entering the price list description, the system displays the details of the price list in the Price List screen.

• Others - It enables you to view the details of a batch job or DBMS scheduler job. On clicking the Others menu option, a sub menu appears with the following options:

  • Batch Job Status - Used when you want to view the status of last five batch jobs of a particular batch control. The system displays the batch job details in the Chatbot window.

  • DBMS Job Status - Used when you want to view the status of a particular DBMS scheduler job. The system displays the scheduler job details in the Chatbot window.

To implement and use the Chatbot feature, you need to additionally procure the license for Oracle Digital Assistant (ODA). To integrate ODA with ORMB, you need to make some configurations in ODA and ORMB. For more information about configuration, refer the Oracle Revenue Management and Billing Chatbot Configuration Guide. And, for more information about how to use the Chatbot feature, refer to the Oracle Revenue Management and Billing Chatbot User Guide.

Parent Topic: Oracle Revenue Management and Billing Financial Services Business Processes