Mapping Siebel Billing Management UI Elements to BRM Customer Center

A Mapping Siebel Billing Management UI Elements to BRM Customer Center

This appendix provides a mapping of fields on the Siebel customer relationship management (Siebel CRM) Billing Management UI to fields in Oracle Communications Billing and Revenue Management (BRM) Customer Center. This appendix can be used as a reference to explain the Agent Assisted Billing Care integration.

Note:

Siebel UI screenshots are for reference only and may differ from actual screens.

Billing Profile and Account Balance

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link.

Siebel Screen: Billing Profile Portal screen

Siebel View: Billing Invoice

UI Component: Billing Profile, as described in Table A-1.

Table A-1 Billing Profile Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Billing Profile Form	Account	Summary	Contact Information	Company or First & Last Name	Account/Customer name
--	Primary	NA	NA	NA	--
--	Profile Name	Payments	Billing Payment Method	Bill Unit	Account/Customer Billing Profile name
--	Bill Type	NA	NA	NA	Bill/Invoice type requested by customer (summary or detail)
--	Service Account	Summary	Contact Information	Company or First & Last Name	In cases where the billing account and service account are different. In such scenarios it results in a parent-child hierarchy in BRM. The service account is the nonpaying child account.
--	Bill Media	Payments	Billing Payment Method - Payment Options	Delivery Method	Delivery method for invoice. For example, delivery of invoices by email, paper, and so on.
--	Payment Method	Payments	Billing Payment Method	Payment Method	How customers pay their bills. Payment methods include credit card, invoice, debit card, and so on.
--	Billing Profile Status	NA	NA	NA	Current status of the customer's billing profile (active or inactive).

UI Component: Balance Summary, as described in Table A-2.

Table A-2 Balance Summary Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Balance Summary Form	Balance	Balance	Balance Summary	Amount due for all bills	Total billed amount that has not been paid. This includes the balance impact of any unresolved dispute.
--	Due Now	Balance	Balance Summary	Due Now	Billed amount the customer currently owes. This is calculated as Amount due for all bills minus Adjustments/Payments that are not yet applied.
--	Pending Payments/Adjustments	Balance	Balance Summary	Adjustments/Payments not applied	Total of unallocated payments and unallocated account adjustments.
--	Currency	NA	NA	NA	--
--	Unresolved Disputes	Balance	Balance Summary	Unresolved Disputes	Total of disputed amounts that have been removed from the Due Now amount before the settlement of the dispute.
--	Total	Balance	Balance Summary	Total	Sum of the Due Now amount and the Bill in Progress (estimate) amount.
--	Unbilled Usage	Balance	Balance Summary	Bills in Progress	The Bill in Progress shows the current balance of the upcoming bill, including unbilled item charges, cycle forward arrears fees, and A/R actions on those charges and fees.

Bills

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab

Siebel View: Billing Invoice

UI Component: Bills, as described in Table A-3.

Table A-3 Bills Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Invoice List Applet	Bill Number	Balance	Bills	Number	A unique number that identifies a specific bill. Each invoice contains a bill number. A bill is an object in the Oracle Communications BRM database that stores the balance impacts in the bill items of a customer's account during one billing cycle. Bills contain information about the customer's account, the account's billing cycle, and the amount billed.
--	Bill Period	Balance	Bills	Billing Cycle	The time period during which charges accumulate in an account before a bill is finalized. One billing cycle can contain one or more accounting cycles.
--	Amount Due	Balance	Bills	Balance	The original bill amount minus Payments and A/R Actions.
--	Due Date	Balance	Bills	Due Date	The date on which the bills payment is due.
--	Previous Balance	NA	NA	NA	--
--	Payments and A/R Actions	Balance	Bills	Payments and A/R Actions	The total sum of all payments made for a bill plus the A/R actions such as adjustments or refunds.
--	Bill Payment	Payments	Payments Received	Paid	The total payment made against a bill.

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link

Siebel View: Billed Usage Detail

UI Component: Bill Details, as described in Table A-4, Service Charges, as described in Table A-5, and Item Charges as described in Table A-6.

Table A-4 Bill Details Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Invoice Form Applet	Account	Summary	Contact Information	Company or First & Last Name	Account/Customer name
--	Profile Name	Payments	Billing Payment Method	Bill Unit	Account/Customer Billing profile name
--	Bill Number	Balance	Bill Details	Number	A unique number that identifies a specific bill. Each invoice contains a bill number. A bill is an object in the Oracle Communications BRM database that stores the balance impacts in the bill items of a customer's account during one billing cycle. Bills contain information about the customer's account, the account's billing cycle, and the amount billed.
--	Bill Period	Balance	Bill Details	Billing Cycle	The time period during which charges accumulate in an account before a bill is finalized. One billing cycle can contain one or more accounting cycles.
--	Amount Due	Balance	Bill Details	Balance	The original bill amount minus the Payments and A/R Actions.
--	Due Date	Balance	Bill Details	Due Date	The date on which the bills payment is due.
--	Previous Balance	NA	NA	NA	--
--	Payments and A/R Actions	Balance	Bill Details	Payments and A/R Actions	The total sum of all payments made for the bill plus the A/R actions such as adjustments or refunds.
--	Bill Payment	Balance	Bill Details	Total Payments	The total payment made against a bill.

Table A-5 Service Charges Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Invoice Service Charge List	Description	Balance	Bill Details, Item Charges	Description	Name of the service
--	Charge	Balance	Bill Details, Item Charges	Charge	Holds charges of all items under the service.
--	Discount	Balance	Bill Details, Item Charges	Discount	Holds the total of all discounts given under the service or item.
--	Net Amount	Balance	Bill Details, Item Charges	Net	The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the service.

Table A-6 shows the mappings for Item Charges.

Table A-6 Item Charges Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Invoice Item Charge List	Description	Balance	Bill Details, Item Charges	Description	Item is an entity that represents a group of charges. For example, a Cycle Forward charge for the service VoIP instance.
--	Charge	Balance	Bill Details, Item Charges	Charge	Charge indicates the total amount for the item.
--	Discount	Balance	Bill Details, Item Charges	Discount	The Discount column shows any discount that is applicable to the item.
--	Net Amount	Balance	Bill Details, Item Charges	Net Amount	The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the item.

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill, Item Charges, Net Amount link

Siebel View: CDR Details

UI Component: Event Details as described in Table A-7.

Table A-7 Event Details Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
CDR Details List	Date	Balance	Bill Details, Item Charges, Description	Date & Time	Date and time when the call was made. The time zone of the call is in the time zone in which the call was originally made.
--	Charge	Balance	Bill Details, Item Charges, Description	Charge	Charge indicates the total amount for the call (CDR).
--	Discount	Balance	Bill Details, Item Charges, Description	Discount	The Discount column shows any discount that is applicable.
--	Net Amount	Balance	Bill Details, Item Charges, Description	Net	Actual amount due after any discounts are applied to the charge.
--	Duration	Balance	Bill Details, Item Charges, Description	Quantity	Total time of the call.
--	Number Called	Balance	Bill Details, Item Charges, Description	Called No	Telephone number to which the call was made.
--	Non-Currency	Balance	Bill Details, Item Charges, Description	Non-Currency	If the event is of type nonmonetary, the column is checked.

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link, Payments tab

Siebel View: Billed Usage Payments

UI Component: Bill Payments as described in Table A-8.

Table A-8 Bill Payments Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Billed Usage Payments List	Payment Number	Balance	Bill Details, Payment Details	Payment Number	The payment item number to identify a payment.
--	Payment Date	Balance	Bill Details, Payment Details	Posted	The date on which the payment was posted.
--	Payment Method	Balance	Bill Details, Payment Details	Payment Type	The Payment Method identifies how customers paid their bill; for example, by credit card or direct deposit.
--	Payment Amount	Balance	Bill Details, Payment Details	Amount	The total amount that was paid by the subscriber as part of the payment.
--	Confirmation Number	Balance	Bill Details, Payment Details	Payment Number	The payment item number to identify a payment.
--	Allocated	Balance	Bill Details, Payment Details	Allocated	The payment amount that has been allocated to the bill.
--	Unallocated	Balance	Bill Details, Payment Details	Unallocated	The total amount from the payment made that is not yet applied.
--	Reversed	Balance	Bill Details, Payment Details	Reversed	If a particular payment has been reversed, then this column displays the value Y.

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Bills tab, Bill Number link, A/R Items tab

Siebel View: A/R items Details

UI Component: Bills A/R items as described in Table A-9.

Table A-9 Bills A/R Items Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
A/R Items List	Type	Balance	Bill Details, A/R Items	Type	The type of A/R actions, such as Adjustment, Dispute, Refund, Write-off, and so on.
--	Date	Balance	Bill Details, A/R Items	Date	The date on which the adjustment was made.
--	Resource Name	Balance	Bill Details, A/R Items	Resource	This column indicates to which resource the adjustment was made. For example, currency resource or noncurrency resource such as free seconds.
--	Amount	Balance	Bill Details, A/R Items	Amount	The adjustment amount that was made against a resource.

Balance Group

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Balance Group tab

Siebel View: Balance Group

UI Component: Balance Group Details (Balance Group, Balance, Balance Details and Services) as described in Table A-10.

Table A-10 Balance Group Details Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Balance Group	Name	Balance	All Credit Limit, Currency Credit Limit	Balance Group	The name of the balance group. For example, Account Level Balance Group.
Balance	Balance	--	All Credit Limit, Currency Credit Limit	Outstanding	Total balance under the balance group.
--	Unit of Measure	NA	NA	NA	In case of monetary resource, this column in Siebel CRM displays Currency and for nonmonetary resource this column is blank.
--	Ceiling Credit Limit	--	All Credit Limit, Currency Credit Limit	Amount or Unlimited	If there is a value under the Account in BRM, this indicates the credit limit of the balance group. If the Unlimited column is selected, this indicates there is no credit limit for the balance group.
--	Floor Credit Limit	NA	NA	NA	--
--	Threshold Credit Limit	NA	NA	NA	--
Balance Details (for monetary resource)	Available	Plan	Product Detail	Outstanding	Total balance under the balance group.
--	Valid From	Plan	Product Detail	Purchase Start Date	Purchase start or valid from date.
--	Valid To	Plan	Product Detail	Purchase End Date	Purchase end or valid to date.
--	No End	Plan	Product Detail	Check box	This is used when the product has unlimited validity.
Balance Details for non-monetary resource)	Available	Non-Currency	Non-Currency Details	Available	Total balance under the balance group.
--	Valid From	Non-Currency	Non-Currency Details	Valid From	Resource start or valid from date
--	Valid To	Non-Currency	Non-Currency Details	Valid To	Resource end or valid to date.
--	No End	Non-Currency	Non-Currency Details	Check box	This is used when the resource has unlimited validity.
Balance Group Services	BRM Service ID	Balance	All Credit Limit, Currency Credit Limit	Balance Group	If the product is part of a service bundle, then this column displays the BRM Service ID of the product under the balance group.
--	Service Type	Plans	Plans	Service	Billing service type of the product.
--	Product Name	Plans	Plans	Product/Discount	Product name.
--	Effective Date	Plans	Plans	Purchased	Product purchased date.
--	Status	Plans	Plans	Status	Current status of the product (active or canceled).

Unbilled Usage

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Unbilled tab

Siebel View: Unbilled Usage

UI Component: Bill Details, Service Charges, Item Charges as described in Table A-11.

Table A-11 Bill Details, Service Charges, and Item Charges Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Unbilled Usage	Description	Balance	Bills in Progress, Item Charges	Description	Name of the service.
	Charge	Balance	Bills in Progress, Item Charges	Charge	Holds unbilled charges of all items under the service.
--	Discount	Balance	Bills in Progress, Item Charges	Discount	Holds the total of all discounts given under the service or item.
--	Net Amount	Balance	Bills in Progress, Item Charges	Net	The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the service.
Unbilled Item Charges	Description	Balance	Bills in Progress, Item Charges	Description	Item is an entity that represents a group of charges. For example, a Cycle Forward charge for the service VoIP instance.
--	Charge	Balance	Bills in Progress, Item Charges	Charge	Charge indicates the total amount for the item.
--	Discount	Balance	Bills in Progress, Item Charges	Discount	The Discount column shows any discount that is applicable.
--	Net Amount	Balance	Bills in Progress, Item Charges	Net Amount	The Net Amount is the amount after discounts, payments, and A/R actions have been applied to the item.

Payments

Navigate to the Account Summary, Billing Profile applet, Billing Profile Name link, Payments tab

Siebel View: Billing Profile Payment

UI Component: Payments as described in Table A-12.

Table A-12 Payments Mapping

Siebel Applet	Siebel Field	BRM Tab	BRM Form	BRM Field	Comments
Billing Profile Payments List	Payment Number	Payments	Payments Received	Number	The payment item number to identify a payment.
--	Payment Date	Payments	Payments Received	Date	The date on which the payment was posted.
--	Payment Method	Payments	Payments Received	Payment Method	The Payment Method identifies how customers paid their bill; for example, by credit card or direct deposit.
--	Payment Amount	Payments	Payments Received	Paid	The total amount that was paid by the subscriber as part of the payment.
--	Comments	Payments	Payments Received	NA	--
--	Confirmation Number	Payments	Payments Received	Number	The payment item number to identify a payment.
--	Allocated	Payments	Payments Received	Allocated	The payment amount that has been allocated to the bill.
--	Unallocated	Payments	Payments Received	Unallocated	The total amount from the payment made that is not yet applied.
--	Reversed	Payments	Payments Received	Reversed	Any payments that were reversed.