OUCSS 2.1-CC&B 2.4-MDM 2.1
3.4.3.1 Manage Financial Queries
Creation Date:
October 16, 2015
Last Updated:
February 9, 2016
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
This document is provided for information purposes only and the contents hereof are subject to change without notice.
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Contents
BRIEF DESCRIPTION ....................................................................................................................................................................................................................................... 4
BUSINESS PROCESS MODEL PAGE 1 ................................................................................................................................................................................................................ 5
BUSINESS PROCESS MODEL PAGE 2 ................................................................................................................................................................................................................ 6
BUSINESS PROCESS MODEL PAGE 3 ................................................................................................................................................................................................................ 7
DETAIL BUSINESS PROCESS MODEL DESCRIPTION................................................................................................................................................................................................ 8
TEST DOCUMENTATION RELATED TO THE CURRENT PROCESS ............................................................................................................................................................................... 16
DOCUMENT CONTROL ................................................................................................................................................................................................................................. 17
ATTACHMENTS ........................................................................................................................................................................................................................................... 18
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Brief Description
Business Process:
Process Type:
Parent Process:
Sibling Processes:
3.4.3.1 OUCSS-CCB-MDM.Manage Financial Queries
Sub-Process
3.4.3 OUCSS-CC&B-MDM.Provide Customer Service
This process takes place when a customer reviews account financial information via the self-service portal. The process allows understanding the
relationship between the web-portal and financial information in CC&B.
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Business Process Model Page 1
3.4.3.1 OUCSS v2.1-CCB v2.4-MDM v2.1 Manage Financial Queries.Financial History
Yes
Request
Financial Info
1.0
Log Into Utility
Web Portal
Customer
1.2
Review
Accounts
Select Multiple
Accounts?
No
1.3
Select Account
2.0
Review Financial
History
Yes
1.1
Validate User
3.3.1.1 OUCSSCC&B Establish
and Maintain Self
Service User pg 2
1.4
Select Accounts
Review Bill?
No
Take No Further
Action
Make
Payment?
No
Take No Further
Action
4.3.1.1.OUCSSCCB.Manage Payments
Yes
1.5
Request Financial
History
1.6
Send Request for
Specified Period
2.1
Select Bill to View
Details
1.9
Process Response
2.5
Review Bill
Integration with
3rd Party Bill
Presentment?
2.6
Send Request
No
2.8
Process Response
OUCSS
Yes
2.2
Send Request
2.4
Process Response
CSR
Retrieve Financial History
CC&B
Third Party
Payment
Processor
1.7
Retrieve Historical
Bills, Payments,
and Unbilled
Transactions for
Specified Period
No
1.8
Send Financial
History
Yes
2.3
Retrieve Bill
Details and
Present Bill
2.7
Retrieve and Send
Bill Details
PROCESS
3.4.3.1 OUCSS-CC&B-MDM
Manage Financial Queries
SUB-PROCESS
Present
Bill in OUCSS
Portal?
PRODUCT FAMILY
UGBU
PRODUCT LINE/RELEASE
CREATED BY
PM URM Team
FILENAME
VisioDocument
BPE APPROVAL
Page Number
PRODUCT LINE APPROVAL
REVISED
OUCSSv2.1-CC&Bv2.4
ACTIVITY
PRODUCTS
__________
Page-1
__________
10/16/2015
Oracle Proprietary and Confidential
Copyright © 2015, Oracle. All rights reserved.
5
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Business Process Model Page 2
3.4.3.1 OUCSS v2.1-CC&B v2.4 Manage Financial Queries.View Bill
Yes
Request
Financial Info
1.0
Log Into Utility
Web Portal
1.2
Review
Accounts
1.3
Select Account
Make
Payment?
2.9
Request View
Latest Bill
2.5
Review Bill
No
Take No Further
Action
4.3.1.1.OUCSSCCB.Manage Payments
Customer
1.1
Validate User
3.3.1.1 OUCSSCC&B Establish
and Maintain Self
Service User pg 2
Integration with
3rd Party Bill
Presentment?
OUCSS
2.6
Send Request
No
2.8
Process Response
Yes
2.2
Send Request
2.4
Process Response
CSR
No
Yes
2.7
Retrieve and Send
Bill Details
CC&B
Third Party
Payment
Processor
2.3
Retrieve Bill
Details and
Present Bill
PROCESS
3.4.3.1 OUCSS-CC&B-MDM
Manage Financial Queries
SUB-PROCESS
Present
Bill in OUCSS
Portal?
PRODUCT FAMILY
UGBU
PRODUCT LINE/RELEASE
CREATED BY
PM URM Team
FILENAME
VisioDocument
BPE APPROVAL
Page Number
PRODUCT LINE APPROVAL
REVISED
OUCSSv2.1-CC&Bv2.4
ACTIVITY
PRODUCTS
__________
Page-1
__________
10/16/2015
Oracle Proprietary and Confidential
Copyright © 2015, Oracle. All rights reserved.
6
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Business Process Model Page 3
3.4.3.1 OUCSS v2.1-CCB v2.4-MDM v2.1 Manage Financial Queries.Service Charges to Date
Request
Financial Info
Customer
OUCSS
1.0
Log Into Utility
Web Portal
1.2
Review
Accounts
1.1
Validate User
3.3.1.1 OUCSSCC&B Establish
and Maintain Self
Service User pg 2
1.3
Select Account
4.7
Review Unbilled
Charges
3.0
Send Request to
Obtain Unbilled
Charges
Information
4.6
Process Response
3.1
Retrieve Eligible
Service
Agreement(s)
4.4
Determine Last Bill
Amount
4.5
Generate and
Send Message
Take No Further
Action
Yes
Yes
CCB
3.2
Calculate Number
of Days Since Last
Bill
Integration
Less Than
Threshold?
No
3.3
Generate and
Send Usage
Request
3.4
Process and
Translate
Message
Error?
No
4.3
Apply Rate to
Calculated Usage
4.2
Process and
Translate
Message
3.5
Invoke Web
Service
4.1
Generate
Message and
Send Error
Yes
MDM
3.6
Validate Request
and Identify
Eligible Usage
Subscriptions
3.8
Calculate Usage
for Interval
Measurement
Error?
No
3.7
Retrieve
Measurements for
Requested Period
Scalar?
Yes
3.9
Calculate Usage
for Scalar
Measurement
4.0
Generate
Message and
Send Usage
PROCESS
3.4.3.1 OUCSS-CC&B-MDM
Manage Financial Queries
SUB-PROCESS
PRODUCT FAMILY
UGBU
PRODUCT LINE/RELEASE
CREATED BY
PM URM Team
FILENAME
VisioDocument
BPE APPROVAL
Page Number
PRODUCT LINE APPROVAL
REVISED
OUCSSv2.1-CC&Bv2.4
ACTIVITY
PRODUCTS
__________
Page-1
__________
10/19/2015
Oracle Proprietary and Confidential
Copyright © 2015, Oracle. All rights reserved.
7
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Detail Business Process Model Description
1.0 Log Into Utility Web Portal
Actor/Role: Customer
Description:
User logs into self-service account to access Utility Web Portal.
1.1 Establish and Maintain Self Service User
Actor/Role: Customer
Description:
See process 3.3.1.1 OUCSS-CC&B.Establish and Maintain Self Service User
1.2 Review Accounts
Actor/Role: Customer
Description:
Customer reviews list of account(s) enrolled for self-service.
1.3 Select Account
Actor/Role: Customer
Description:
Customer selects a single account for which they want to review financial information.
1.4 Select Accounts
Actor/Role: Customer
Description:
Customer selects multiple accounts for which they want to review financial information.
1.5 Request Financial History
Actor/Role: Customer
Description:
Customer requests financial history for account(s).
1.6 Send Request for Specified Period
Actor/Role: OUCSS
Description:
OUCSS requests the financial history for the specified accounts and time period.
Configuration required: Y
Entities to Configure:
OUCSS: Financial History Table Configuration
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
1.7 Retrieve Historical Bills, Payments, and Unbilled Transactions for Specified Period
Actor/Role: CC&B
Description:
CC&B retrieves financial history for the specified accounts and time period.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-AcctFinHs
WX-MuAcFinHs
Configuration required: Y
Entities to Configure:
XAI Service: WXFinancialHistoryRetriever
1.8 Send Financial History
Actor/Role: CC&B
Description:
CC&B sends the financial history details for the specified accounts and time period to OUCSS.
1.9 Process Response
Actor/Role: OUCSS
Description:
OUCSS processes the financial history data and presents it to the end-user
Configuration required: Y
Entities to Configure:
OUCSS: Financial History Table Configuration
2.0 Review Financial History
Actor/Role: Customer
Description:
Customer reviews the financial history information.
2.1 Select Bill to View Details
Actor/Role: Customer
Description:
Customer selects a specific bill for detailed review.
2.2 Send Request
Actor/Role: OUCSS
Description:
OUCSS sends the request to a third-party payment processor to produce the bill view. This requires a custom integration based on the payment
processor’s APIs.
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
2.3 Retrieve Bill Details and Present Bill
Actor/Role: Third Party Payment Processor
Description:
The third-party payment processor takes the request and presents the bill to the customer.
2.4 Process Response
Actor/Role: OUCSS
Description:
OUCSS processes the bill view data and presents it to the end-customer. This requires a custom integration based on the payment processor’s APIs.
Configuration required: Y
Entities to Configure:
OUCSS: View Bill configuration.
2.5 Review Bill
Actor/Role: Customer
Description:
Customer reviews the bill details.
2.6 Send Request
Actor/Role: OUCSS
Description:
OUCSS sends the bill view request to CCB.
2.7 Retrieve and Send Bill Details
Actor/Role: CC&B
Description:
CC&B retrieves bill information and sends the details to OUCSS.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-ViewBill
Configuration required: Y
Entities to Configure:
XAI Service: WXBillView
2.8 Process Response
Actor/Role: OUCSS
Description:
OUCSS processes the bill view data and presents it to the end-customer.
Configuration required: Y
Entities to Configure:
OUCSS: View Bill configuration.
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
2.9 Request View Latest Bill
Actor/Role: Customer
Description:
Customer requests to view the latest bill.
3.0 Send to Obtain Unbilled Charges Information
Actor/Role: OUCSS
Description:
OUCSS sends the unbilled charges request to CCB.
3.1 Retrieve Eligible Service Agreement(s)
Actor/Role: CCB
Description:
CCB Retrieves a list of service agreements eligible for unbilled charges calculations.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
WX-GetSAInfo
Configuration required: Y
Entities to Configure:
XAI Service: WXUsageChargesToDate
3.2 Calculate Number of Days Since Last Bill
Actor/Role: CCB
Description:
CCB Calculates the number of days since the last bill in order. If the current date is near the last bill date (as set in master configuration), the last bill
amount is sent back to OUCSS. Otherwise the Service Charges to Date is calculated.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
Configuration required: Y
Entities to Configure:
Master Config: Service Charges to Date
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
3.3 Generate and Send Usage Request
Actor/Role: CCB
Description:
CCB generates an integration message and sends a usage request to MDM.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
Business Object: Y
Business Object:
C1-UsageRequestOutMsg
3.4 Process and Translate Message
Actor/Role: Integration
Description:
Integration processes the usage request and translates it for MDM.
3.5 Invoke Web Service
Actor/Role: Integration
Description:
Integration invokes the MDM web service requesting usage information.
3.6 Validate Request and Identify Eligible Usage Subscriptions and Devices
Actor/Role: MDM
Description:
MDM retrieves usage for the specified accounts and time period. If only an Account ID is provided, it will retrieve the list of eligible usage
subscriptions.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
WX-DetUSSupportWSS
D1-SSMCInfo
D1-SPDCInfo
D2-SSUSInfo
Configuration required: Y
Entities to Configure:
XAI Service: D2-CalculateUsageMultipleRequests
Master Configuration: Processing Scripts
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
3.7 Retrieve Measurements for Requested Period
Actor/Role: MDM
Description:
MDM retrieves usage for the specified usage subscriptions and time period.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
3.8 Calculate Usage for Interval Measurement
Actor/Role: MDM
Description:
MDM calculates interval usage for the specified usage subscriptions and time period.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
3.9 Calculate Usage for Scalar Measurement
Actor/Role: MDM
Description:
MDM calculates scalar usage for the specified usage subscriptions and time period. This uses a lag windows (in hours) for utilities that capture
frequent scalar reads, multiple times a day.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
Configuration required: Y
Entities to Configure:
Master Configuration: Service Charges to Date Settings
4.0 Generate Message and Send Usage
Actor/Role: MDM
Description:
MDM Generates a message for CCB with the usage data for processing.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
Configuration required: Y
Entities to Configure:
XAI Service: D2-CalculateUsageMultipleRequests
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
4.1 Generate Message and Send Error
Actor/Role: MDM
Description:
MDM Generates an error message for CCB with the usage data for processing. Error examples include usage subscriptions with manual scalar meter
reads or missing data.
Process Plug-in enabled: Y
Available Algorithm(s):
Business Service: D2-CalcUsgMR
Configuration required: Y
Entities to Configure:
XAI Service: D2-CalculateUsageMultipleRequests
4.2 Process and Translate Message
Actor/Role: Integration
Description:
Integration processes the usage request and translates it for CCB.
4.3 Apply Rate to Calculated Usage
Actor/Role: CCB
Description:
CCB applies the rate to the retrieved usage data.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
4.4 Determine Last Bill Amount
Actor/Role: CCB
Description:
CCB determines the last bill amount to send back to OUCSS.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
4.5 Generate and Send Message
Actor/Role: CCB
Description:
CCB generates the service charges to date message and sends it to OUCSS.
Process Plug-in enabled: Y
Available Algorithm(s):
WX-UsgChrgDt
Configuration required: Y
Entities to Configure:
XAI Service: WXUsageChargesToDate
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
4.6 Process Response
Actor/Role: OUCSS
Description:
OUCSS processes the unbilled charges information and presents it to the end-user
Configuration required: Y
Entities to Configure:
OUCSS: Service Charges to Date task flow
4.7 Review Unbilled Charges
Actor/Role: Customer
Description:
Customer views the Service Charges to Date information.
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
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3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Test Documentation related to the Current Process
ID
Document Name
Test Type
16
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Document Control
Change Record
18
Date
11/16/2015
11/28/2015
Author
Mukul Kundu
Galina Polonsky
Version
Change Reference
V1.0
Initial Draft
Reviewed, Approved
17
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Attachments
18
3.4.3.1 OUCSS-CC&B-MDM.Manage Financial Queries
Copyright © 2015, Oracle. All rights reserved.