The EDR auditing feature enables you to monitor changes to the financial data held for subscribers. When EDR auditing is enabled, a user is forced to enter a reason for changes they make to financial data in a special Change Reason dialog box; for example, when editing a subscriber to:

• Update the subscriber's credit cards

• Update the subscriber's wallets

• End a reservation

• Reverse charges in the EDR Viewer

The reason for the change, and the user who made the change are reported in the Change Reason, and Operator Name fields in the corresponding VWS EDR. You can view this information by displaying the EDR in the EDR Viewer.

The EDR auditing feature is enabled by the EDR auditing global configuration option. For more information, see the discussion on EDR auditing in Global Configuration.

This table lists all the available subscriber configuration options and their functionality.

Note: The options available to you will depend on how your system has been set up, and will be a subset of this list.

Follow these steps to search for an existing subscriber.

1. In the Subscriber Management screen, select the service provider from the Service Provider list.

2. On the Subscriber tab, enter the search strings to use to find the required subscriber. Enter the first few characters of the corresponding string in one of the following fields:

   • Wallet Reference

   • Card Number

   • Subscriber ID

   • Customer

3. Tip: If you enter characters in more than one field, the Search button will be disabled.

4. Specify whether to search for an exact match, or for a prefix match. Select:

   • Exact Match to search for the subscriber with the specified subscriber ID

   • Prefix Match to search for all subscribers with subscriber IDs that match the specified prefix

5. Click Search.

   The search returns a maximum of 100 rows. If the required subscriber is not displayed and more than 100 rows were returned, enter a longer search string and click Search again.

   Note: If a subscriber has more than one wallet then the search returns additional rows for the subscriber; one for each wallet. The wallet type is displayed next to the wallet reference number.

The Details option provides a Blacklisted check box, which lets you add or remove a subscriber from the black list.

By default subscribers are not blacklisted. However, a subscriber is automatically blacklisted if they fail, three times in succession, to recharge their wallet with a valid voucher number. The blacklisted subscriber remains active, however any future attempts at recharging with a voucher number will also require the matching scratch card serial number.

Follow these steps to delete an existing subscriber.

1. In the Subscriber Management screen, select the service provider from the Service Provider list.

2. In the table on the Subscriber tab, select the subscriber to delete.

3. Click Delete.

   Result: The Delete Confirmation prompt appears.

4. Click OK.

   Note: The record is deleted and the Subscriber tab is refreshed as if you had clicked Search. If the subscriber has both a primary and a secondary wallet, both wallets will be deleted.

Related topic

Subscriber

Here is a list of options available on the New Subscriber screen.

• Subscriber Details

• Call Barring

• Number Translation

• Credit Card

• Remote Access

• Friends and Family

• Adding closed user groups

• Balance Topup Rules

Follow these steps to configure basic details for a new subscriber or edit the details of a current subscriber.

1. In the Subscriber Management screen, select the service provider from the Service Provider list.

2. On the Subscriber tab, to:

   • Create a new subscriber, click New.

   • Edit a subscriber, select the subscriber from the table and click Edit.

   Result: You see the New Subscriber screen or the Edit Subscriber screen, with the Subscriber, Details option selected.

3. In the Card Number field, enter the card number for this subscriber. This field is required.

   Tip: Most commonly, this is the same as the subscriber ID.

4. In the Subscriber ID field, enter the Calling Line Identifier (CLI) for this subscriber. This identifies the line which the call is being placed from. When a call is made using CCS, the system determines which wallet to charge based on the subscriber ID of the caller. If the subscriber ID is not recognized, the card number and PIN is used to determine the subscriber and validity of the call.

   The subscriber ID is mandatory.

5. In the Description field, enter a description for the new subscriber.

6. To add a PIN for this subscriber, select the Is Defined PIN check box. This will enable the PIN and Confirm PIN fields for entry.

7. Skip this step if a PIN is not required for this subscriber.

   If a PIN is required, configure the PIN by doing the following:

   • In the PIN field, enter the PIN number.

   • In the Confirm PIN field, re-enter the same PIN number. The two fields must match before the new subscriber record can be saved.

   To use the PIN, the eserv.config parameter AccountLength must be set to the required length for card numbers, or a large value for variable length card numbers, for example 50, (default = 10).

   For more information, see the CCS Technical Guide.

   When using the PIN option to recharge vouchers, the length of the Wallet Reference number must equal the AccountLength parameter (that is, variable length wallet references cannot be used).

   A PIN is also used in credit transfers (service bundle or peer-to-peer) that are configured to require a PIN on execution.

   Tip: A PIN is recommended for security reasons.

8. From the Language drop down box, select the language to use for announcements for this subscriber.

   The list displays all languages available to the current service provider. Languages are configured on the Tools screen. To create a new language or give a service provider permission to use a language, see ACS User's Guide.

9. If the subscriber should be allowed to set the presentation restricted indicator in the outgoing connect message for all services other than CCS_ROAM, select the Subscriber ID Restriction check box.

10. If this subscriber should not be able to receive incoming calls while roaming, select the Disable Incoming Calls When Roaming check box.

11. If this subscriber should be:

    • Able to use the service, ensure the Blacklisted check box is not selected.

    • Stopped from using the service, select the Blacklisted check box.

    For more information about blacklisted subscribers, see Black List.

12. If the subscriber should not be sent SMS notifications, select the Disable SMS Notifications check box.

13. Select another option to configure for this subscriber or click Save.

    Note: When you save a new subscriber, you will see the New Wallet screen. See Wallets for more information.

Related topic

Adding Subscribers

This manages allowed/ barred lists for service providers.

Allowed/barred lists can also be configured at the following levels:

• System-wide

• Service provider (see the Barred List tab)

• Product type (see Call Barring option).

Follow these steps to add or edit call barring configuration details for a subscriber.

1. In the New or the Edit Subscriber screen, select the Profile, Call Barring option from the left hand menu.

   Result: You see the Call Barring configuration option fields.

2. In the Allowed/Barred List section, select whether the listed numbers will be allowed or barred from the List Type drop down list.

   Tip: Depending on the list type, all numbers in the list are allowed, or all numbers are barred for this subscriber. It is not possible to have some allowed and some barred numbers in the list.

3. If you want the service to ignore the allowed/barred list for this subscriber, select the Ignore check box.

4. To add a number to the list, enter the number in the New Number field and click Add.

5. To delete a number from the list, select it in the Number List and click Delete.

6. Repeat steps 4 and 5 as required to complete the number list.

7. Select another option to configure for this subscriber or click Save.

   Note: When you save a new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Follow these steps to add the number translation details to a new subscriber.

Number translation can also be configured at the following levels:

• System-wide

• Service provider

• Product type.

1. In the New Subscriber screen, select the Profile, Number Translation option from the left hand menu.

   Result: You see the Number Translation configuration option fields.

2. In the Short Codes section, edit the number list.

   • To add a number to the list:

     • In the In field, enter the service short code to translate

     • In the Out field, enter the termination number to translate the short service code to

     • Click Add

   • To delete a number from the list:

     • Select the number in the Number list

     • Click Delete

3. Repeat step 2 until the number list contains all the required numbers.

4. Select another option to configure for this subscriber or click Save.

Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Follow these steps to configure and update credit card details for a subscriber.

1. In the New or the Edit Subscriber screen, select the Profile, Credit Card option from the left hand menu.

   The Credit Card table displays, listing the details of the subscriber's credit cards.

2. (Optional) Create a new credit card registered to the subscriber by performing the following steps:

   1. Click New. The New Credit Card dialog displays.

   2. Enter the credit card details in the credit card fields, and click Save. For information about credit card fields, see New Credit Card fields.

   The credit card is added to the Credit Card table.

3. If you want to:

   • Register an existing credit card to the subscriber, click Register and then follow the credit card registration procedure. See Registering credit cards to subscribers for details

   • Confirm the credit card to the subscriber, select the credit card in the table and click Confirm.

   • Delete a credit card, select the credit card in the table and click Delete.

4. If you want to deregister a credit card from the subscriber:

   1. Select the credit card in the table and click Deregister. The Deregister Credit Card confirmation panel displays.

   2. Click Deregister.

5. If you want to freeze a credit card:

   1. Select the credit card in the table and click Freeze. The Freeze Credit Card confirmation panel displays.

   2. Click Freeze.

6. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

7. Select another option to configure for this subscriber or click Save.

   Note: When you save a new subscriber, the New Wallet screen displays. For more information, see Wallets.

Related topic

Adding Subscribers

Follow these steps to register a credit card to a subscriber.

1. Search for the credit card to register. See Searching for credit cards.

2. Select the credit card to register.

3. Click Register.

   Note: The Register button is disabled if the subscriber already has the allowed number of credit card registrations.

4. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

Related topic

Adding Subscribers

Follow these steps to add remote access to a new subscriber.

1. In the New Subscriber screen, select the Profile, Remote Access option from the left hand menu.

   Result: You see the Remote Access configuration option.

2. If you want the subscriber to have remote access, select the Remote Access Allowed check box.

   Note: The subscriber will only be able to use remote access IVR if their product type also has the Remote Access check box selected. For details, see Remote Access.

3. Select another option to configure for this subscriber or click Save.

   Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Follow these steps to add Friends and Family configuration details to a new subscriber.

1. In the New Subscriber screen, select the Profile, Friends and Family option from the left hand menu.

   Result: You will see the Friends and Family configuration option.

2. From the Active Service options, select the service that should be active for the subscriber.

3. In the Friends & Destination Settings frame, select the discount prefix for Friends and Destination from the Discount Prefix drop down list.

4. In the Change Count field, enter the total number of change counts for the subscriber.

5. From the Change date drop down list, select the day, month, year, hour and minute of the most recent change to the subscriber.

6. From the Friends & Family Settings frame, enter the number of times the subscriber has been changed in the Change count field.

7. From the Change date: drop down list, select the day, month, year, hour and minute of the most recent change to the subscriber.

8. In the Friends & Family Numbers frame, edit the number list. To:

   • Add to the list, enter a required number in the New Number field and click Add.

   • Delete from the list, in the Number List, select the number and click Delete.

9. Select another option to configure for this subscriber or click Save.

   Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

Follow these steps to update the closed user groups (CUG) a subscriber belongs to.

Warning: This functionality is only available where rating management for the subscriber is either handled by the VWS, or a third-party domain that supports closed user groups.

1. In the New or the Edit Subscriber screen, select the Profile, Closed User Groups option from the left hand menu.

   Result: You see the Closed User Groups configuration options.

2. Update the Closed User Group Membership List for the subscriber as required. To:

   • Add a closed user group,

     • Select the CUG you want from the Available Closed User Groups drop down list.

     • Click Add.

     Result: The closed user group name appears in the list.

   • Remove a CUG from the list,

     • Select it in the Closed User Group Membership List

     • Click Delete.

     Result: The closed user group name is moved from the membership list to the available list.

3. Select another option to configure for this subscriber or click Save.

   Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Note: You can also assign CUG membership on the Closed User Group tab of the Subscriber Management screen. For more information, see Editing closed user groups.

Related topic

Adding Subscribers

The Balance Topup Rules option lets you view the active topup rules defined for the subscriber, and when they were last activated. The rules are used to allocate additional items, such as additional notifications, to specified balance types on a regular basis. For details on creating and activating balance topup rules, see CCS Technical Guide.

Follow these steps to view the active balance topup rules for a subscriber.

1. In the New or the Edit Subscriber screen, select the Balance Topup Rules option from the left hand menu.

   Result: You see the Balance Topup Rules configuration option.

2. Select another option to configure for this subscriber or click Save.

   Note: When you save the new subscriber, you will see the New Wallet screen. Refer to Wallets to finish configuring the new subscriber.

Related topic

Adding Subscribers

The New Wallet screen appears when you first save the configuration for a new subscriber, or when you click New Wallet in the Edit Subscriber screen. The new wallet can be a:

• New private wallet

• Link to a shared wallet

Related topic

Adding Subscribers

The configuration and layout for the Edit Subscriber screen is defined in the Subscriber Profile Manager (SPM). When you open the Edit Subscriber screen, the fields and options you see depend on the configuration defined in the SPM for the subscriber's product type and service provider (see following screen example). This means that you may see one of the following:

• The default configuration for the Edit Subscriber screen containing all the fields and options available as a standard

• A customized Edit Subscriber screen containing a subset of the standard fields and options, plus any subscriber profile groups, fields and zones that have been configured specifically for you. The labels given to the fields and options may also be different from the default labels

You see the available options listed in the menu on the left hand side of the screen. To view or edit the fields for a particular option, select the option in the list.

Note: For information on configuring the Edit Subscriber screen, refer to Subscriber Configuration.

You can revert any unsaved changes to a subscriber's configuration by clicking Revert. The data will revert to the most recently saved version of the subscriber's configuration.

For details see Reverting subscriber edits.

This table describes the function of the standard subscriber details fields that may be available in the Edit Subscriber screen.

Note: Some of these fields may have been given different labels in your screens depending on how the Edit Subscriber screen has been configured.

Follow these steps to edit the configuration for an existing subscriber.

Note: You can also access the Edit Subscriber screen and edit subscriber configuration from the CCP Dashboard. For details, refer to Customer Care Portal User's Guide.

1. In the Subscriber Management screen, select the service provider from the Service Provider list.

2. On the Subscriber tab, search for the subscriber to edit. For details see Finding subscribers.

3. Select the row in the search results for the subscriber to edit.

   Note: If the subscriber has both a primary and a secondary wallet, there will be a row in the search results for each wallet. The wallet type is displayed next to the wallet reference number. Select the row for the wallet type to edit.

4. Click Edit.

   Result: You see the Edit Subscriber screen with the wallet type indicated in the screen title bar.

5. Edit the subscriber details fields as required. See Editing configuration options.

6. Edit the subscriber profile options as described in Adding Subscribers.

7. Edit the wallets for the subscriber as required. See Edit Wallets.

8. Execute business process logic actions as required. See Execute Business Process Logic.

9. Perform credit transfers as required. See Perform Credit Transfers.

10. Click Save.

11. If EDR auditing is enabled and you have changed the financial status of the subscriber, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

    See About Auditing Changes to Subscriber Data for more information.

Related topic

Editing Subscribers

Follow these steps to edit the configuration options for a subscriber account.

1. In the Edit Subscriber screen, select the option from the left hand menu that holds the field to edit.

2. Enter the new details as required.

3. Repeat steps 1 and 2 for all the fields to edit.

4. When you have completed your edits, click Save.

Follow these steps to revert unsaved changes to the subscriber configuration.

1. In the Edit Subscriber screen, click Revert.

   Result: Any unsaved changes to the subscriber configuration will be reversed and the subscriber will be redisplayed using the original data.

You can access comments in the Edit Subscriber screen provided you have been given sufficient privileges.

This table describes the privileges for comments.

Note: Access permissions are managed through the user templates defined in the Service Management System User Management screen. For information on creating and maintaining user templates, see SMS User's Guide.

Follow these steps to add a comment to a Subscriber record.

1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

2. Click Add.

   Result: You see the Add Comment screen.

3. In the Comment Text field type in your comment. The comment can be up to 50 characters long.

4. Click Save.

   Result: You are returned to the Edit Subscriber screen

Related topic

Record Subscriber comments

Follow these steps to edit a comment on a subscriber record.

1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

2. Click Edit.

3. Result: You see the Edit Comment screen.

4. Modify the comment in the Comment Text field, as required..

5. Click Save.

   Result: You are returned to the Edit Subscriber screen

Related topic

Record Subscriber comments

Follow these steps to delete a comment from a subscriber record.

1. On the left hand panel in the Edit Subscriber screen, select the option containing the Comments panel.

2. Click Delete.

   Result: You see the Delete Confirmation screen for the comment.

3. Click Yes.

   Result: The comment is deleted and you are returned to the Edit Subscriber screen.

Related topic

Record Subscriber comments

You can access zones in the Edit Subscriber screen provided you have been given sufficient privileges.

This table describes the privileges that may be assigned to zone.

Note: Access permissions are managed through the user templates defined in the Service Management System User Management screen. For information on creating and maintaining user templates, see Service Management System User's Guide.

Follow these steps to add a new shape to a zone.

1. In the Edit Subscriber screen, select the option that holds the zone to add a shape to.

2. In the group for the zone, click New.

   Result: You see the New Zone screen.

3. Select the option for the zone shape, select one of:

   • Circular Shapes

   • Rectangular Shapes

4. If you are specifying a circular zone shape, in the boxes enter the coordinates for the center of the circle and its radius.

   • X (Deg): The longitude coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees.

   • Y (Deg): The Latitude coordinate. Restricted to between -90.00000 and 90.0000 degrees.

   • R (Kms): The radius. Restricted to between 0.0000000 and 99999999.9999999 kilometers.

5. If you are specifying a rectangular zone shape, enter the coordinates for the top left and bottom right corners of the rectangle.

   Top-Left Corner:

   • X (Deg): The longitude west coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees and must not equal the value for the longitude east coordinate.

   • Y (Deg: The latitude north coordinate. Restricted to between -90.00000 and 90.0000 degrees and must be a higher number than the latitude south coordinate.

   Bottom-Right Corner:

   • X (Deg): The longitude east coordinate. Restricted to between -179.99999 (W) and 180.00000 (E) degrees and must not equal the value for the longitude west coordinate.

   • Y (Deg: The latitude south coordinate. Restricted to between -90.00000 and 90.0000 degrees and must be a lower number than the latitude north coordinate.

6. Click Save.

Related topic

Configure Subscriber Zones

Follow these steps to edit a Zone shape.

1. In the Edit Subscriber screen, select the option where the zone to edit is defined.

2. In the zone group select the shape to edit and click Edit.

   Result: You see the Edit Zone screen.

3. Edit the shape definition as described in Adding a new zone shape.

4. Click Save.

Follow these steps to delete a Zone shape.

1. In the Edit Subscriber screen, select the option where the zone shape to delete is defined.

2. In the zone group select the shape to delete and click Delete.

   Result: The zone shape is deleted.

The default configuration for the Edit Subscriber screen contains the following categories of information and fields for subscribers' wallets. Depending on how your screens have been configured, you will be able to edit some or all of this data:

• Wallet information

• Wallet expiry details

• Wallet history

• Wallet balances

• Product type

• Wallet state

• Customer

The Edit Subscriber screen lets you look at the wallet details for the primary and secondary wallets. In a standard installation the primary and the secondary wallets appear on separate tabs in the Edit Subscriber screen. You can select the wallet by selecting its tab.

If the CCP is enabled on your system then you will only be able to access either the primary or the secondary wallet from the Edit Subscriber screen, but not both. The wallet type will:

• Depend on which row you selected in the subscriber search results table

• Be clearly indicated in the Edit Subscriber screen title

This table describes the function of the standard groups of fields that may be available with a wallet in the Edit Subscriber screen. Each group contains a standard set of fields, some of which may be editable.

Note: This table shows the default labels given to the information groups. These labels may be different in your screens depending on how the Edit Subscriber screen has been configured.

Here is an example Wallet Information group.

Description of the illustration ccseditsubscriberwalletscropinformation_3-1-4.jpg

Related topic

Edit Wallets

Follow these steps to edit the details in the Wallet Information group.

Warning: Although the names of the fields in the group remain the same, the group name will depend on how the Edit Subscriber screen has been configured.

1. From the left hand menu in the Edit Subscriber screen, select the option containing the Wallet Information group of fields.

2. In the Wallet Information panel select a different Wallet Currency from the drop down list, if required.

   This defines the currency used for monetary values for this Wallet.

3. If required, enter a new number for the Maximum Concurrent Accesses that can be supported against the subscriber at any one time.

4. If you have changed the subscriber's product type and you want to charge for this change then select the Bill for Product Swap check box.

   Tip: This charge is made when the current subscriber edits are saved. The next time you edit this subscriber this check box will have been cleared.

5. If you have completed your subscriber edits, click Save.

6. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

This table describes the function of each field.

Follow these steps to set a wallet state to active.

1. From the left hand menu in the Edit Subscriber screen, select the option containing the Wallet State field.

2. From the Wallet State drop down list, select Active.

3. Click Save.

   Result: The subscriber record will be saved and the wallet state will be set to active. Any wallet activation promotions which have been configured for the subscriber or product type will be applied.

   Note: If a wallet activation promotion has been configured for a balance type that exceeds the maximum balance value defined for the balance type and the maximum balance policy is:

   • Limit additional credits, the wallet state will be set to active and the balance will be set to the maximum balance value.

   • Reject credits over, the wallet state and wallet balances will not be updated.

4. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

Here is an example of the Wallet Expiry Details group fields.

Description of the illustration ccseditsubscriberwalletscropwalletexpirydetails_3-1-4.jpg

Follow these steps to set the expiry date for a wallet.

1. From the left hand menu in the Edit Subscriber screen, select the option containing the Wallet Expiry Details group of fields.

2. In the Wallet Expiry Details group ensure Define Wallet Expiry Date is selected.

3. Select the Wallet Expiry Date from the drop down window.

   For more information about setting dates, see Time and Date panels.

4. If you have completed editing the subscriber, click Save.

5. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

If the wallet has been distributed across separate charging and tracking domains, then you may not be able to edit all wallet balances through the Edit Subscriber screen. If the wallet has been configured to use:

• A VWS domain for charging and tracking, you will be able to view and edit all wallet balances

• A third party charging domain and no tracking domain, you will not be able for view or edit any wallet balances

• A third party charging domain and a VWS tracking domain, you will only be able to view or edit expense and fraud balances

You can set a maximum value for prepaid balance types. If set, the total value held in the wallet for the balance type may not be updated to exceed the defined maximum value.

Maximum values are configured on the Balance Types tab in the wallet management screen. For details, see Balance Types.

You can specify an offset date for a bucket balance which defines a future date from which the bucket balance will become available. You can specify offset dates for these balance type categories:

• Chargeable

• Cross balance discount

Follow these steps to change the currency used to display balance values.

1. On the left hand panel in the Edit Subscriber screen, select the Wallets option, containing the Balance Type area.

2. Select a different display currency from the drop down list.

   Result: The Total Value column in the Balance Type table will be re-displayed using the currently selected display currency.

Follow these steps to display a selected balance category in the Balance Types panel.

1. On the left hand panel in the Edit Subscriber screen, select the option containing the Balance Types panel.

2. Select the Balance Category you want to display from the drop down list.

   Result: The Balance Types grid is redisplayed showing only the balances for the selected balance category.

Follow these steps to add a new balance to a wallet.

Warning: Once you have added a wallet balance and saved the subscriber record you will not be able to delete the balance.

1. On the left hand panel in the Edit Subscriber screen, select the option containing the Balance Types panel.

2. Click Add Balance.

   Result: You see the Add Balance for Subscriber screen.

3. Select the Balance Type to add from the drop down list.

   Note: You will only be able to choose a balance type that has not been added already.

4. In the Value field, enter the current value for the balance.

5. To set an expiry date for the balance:

   • Select the Define Bucket Expiry Date check box

   • Select the Expiry Date from the drop down window

   For details on selecting a date, see Time and Date panels.

6. Click OK.

   You are returned to the Edit Subscriber screen.

   Warning: The changes to the wallet balances will be saved only when you save the subscriber record.

Follow these steps to add a new bucket for a balance type.

1. In the details screen for the selected balance type, click New.

   Result: You see the New Bucket screen for the balance type.

2. In the Value field, type the new balance.

   Note: If a maximum value has been specified for the balance type then you must enter a value that will not cause the total value for the balance type to exceed the maximum set.

3. To specify an expiry date for the new bucket, check the Define Bucket Expiry Date field.

   Result: The Expiry Date field is populated with today's date.

4. If required, select a different Expiry Date. For details, see Time and Date panels.

5. To specify an offset date for the new bucket, check the Define Bucket Offset Date field. This defines the date from which the bucket balance will become available.

   Result: The Offset Date field is populated with today's date.

6. If required, select a different Offset Date. For details, see Time and Date panels.

   Note: You must specify a date between the current date and the bucket expiry date, if set.

7. Click OK.

   If a maximum value has been set for the balance type and the new total value for the balance type exceeds this amount, you will see the Warning Max Balance Value Exceeded prompt.

8. Click OK.

   The new bucket balance displays in a new row in the Buckets table. You must edit the value of the bucket value so that the total value for the balance type is below or equal to the maximum value allowed.

   Note: Offset balance values which are not currently available are not taken into account when evaluating whether or not the maximum balance has been exceeded.

9. Click OK to return to the Edit Subscriber screen.

   Result: The balance for the new bucket is added to the existing balance for the balance type.

Related topic

Edit Wallet Balances

Follow these steps to edit the balance details for a selected balance type for a wallet.

1. From the left hand menu in the Edit Subscriber screen, select the option containing the Balance Types panel.

2. Highlight the row in the Balance Types table for the balance to edit and click Details.

   Result: You see the details screen for the selected balance.

3. To edit a bucket for the balance type, highlight the bucket in the Buckets table, and click Edit. Edit the details as described in Adding a new bucket balance.

   To delete a bucket for the balance type, highlight the bucket in the Buckets table, and click Delete.

4. Edit the Balance fields as required.

   Notes:

   The list of options for Limit Type depends on the setting of the Allow Credit setting (Wallet Management, Balance Types tab, Balance Type screen. See Balance Type Details fields) and whether the Balance Type is a default or not.

   For default Balance Type (Allow Credit always set), the options are:

   • Prepaid

   • Single Use

   • Postpaid

   • Limited Postpaid

   For non-default balance type and allow credit set, the options are:

   • Prepaid

   • Limited Postpaid

   For non default balance type and allow credit not set, the options is:

   • Prepaid

5. Click OK to return the Edit Subscriber screen.

   Warning: The updated wallet balance is saved only when you save the subscriber record.

Related topic

Edit Wallet Balances

Adjustment limits are configured in the Edit Product Type screen and determine the minimum and maximum amount by which a balance type can be adjusted. The limits can be set at the following levels:

• Product type

• Individual user

If you are executing an adjustment for the current user, and limits have been configured for them, then these limits will be used. If no limits have been configured for the current user, then the product type limits will be used. For details on configuring adjustment limits, see Adjustments.

If a maximum value has been defined for the balance type, then the maximum balance policy will be applied to adjustment amounts which exceed the defined maximum.

For more information on:

• Maximum balance values, see Maximum balances

• Maximum balance policy, see Maximum balance policy

Follow these steps to adjust a selected balance.

1. From the left hand menu in the Edit Subscriber screen, select the option containing the Adjustment group of fields.

2. From the Balance Type drop down list in the Adjustment panel select the balance type that you want to adjust.

3. Type the value of the adjustment you want to make in the Amount field. If you want the amount to be subtracted from the current balance, then type a minus sign (-) in front of the amount.

   Notes:

   • The minimum and maximum values that you can specify for an adjustment are displayed in the panel.

   • You will only be able to make a negative adjustment if the minimum value is set to a negative amount.

4. Click Adjust.

   Result: You see the Adjustment Confirmation screen.

5. Do one of the following:

   • If you want to execute the adjustment without saving any updates to the subscriber configuration, click Execute Only.

   • If you want to save the updates you have made to the subscriber configuration, and then execute the adjustment, click Save & Execute.

6. If you clicked Save & Execute, and EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

7. When the Adjustment Success prompt displays, click OK.

The following rules apply to wallet merges:

1. Only one wallet pair may be merged at a time. Therefore two merge operations are required to merge both the primary and the secondary wallets for a subscriber with those of a different subscriber.

2. If the source wallet is in a pre-use state, then the wallet is activated and the activation bonus is applied prior to the merge.

3. Once the merge has taken place, the source and target subscribers will share the same wallet. Normally, the target wallet will be shared and the source wallet will be deleted. However, if a secondary wallet is specified as the target, and a secondary wallet has not yet been created for the target subscriber, then the source wallet is shared.

4. After the merge, the state of the shared wallet will normally be set to that of the target wallet. If the target wallet does not yet exist then it is set to the state of the source wallet.

The expiry policy for the merged wallet will be set to one of the following:

• Best – This means that the best of both wallet expiry dates will be used. In other words, if the target wallet expires before the source wallet, the expiry date of the target wallet is extended to match that of the source wallet.

• Ignore – This means that the expiry date of the target wallet is not changed.

The policy applies to the target wallet.

For more information on configuring the wallet expiry policy see CCS Technical Guide.

The bucket expiry policy for the merged wallet will be set to one of the following:

• Merge – This means that buckets in the source wallet may be merged with buckets in the target wallet. For this to happen:

  • A source wallet bucket must have an expiry date

  • The target wallet bucket must be of the same balance type

  The merged bucket takes the latest date of both buckets.

• Move – This means that buckets in the source wallet may be moved to the target wallet. For this to happen, a source wallet bucket must have an expiry date. The expiry date of the moved bucket is not changed.

For more information on configuring the bucket expiry policy see the CCS Technical Guide.

Follow these steps to merge either the primary or secondary wallet for the current subscriber with another wallet.

1. In the panel at the top of the Edit Subscriber screen click Merge Wallet. The Merge Wallets screen displays.

2. In the Source MSISDN field, enter the CLI of the subscriber holding the source wallet for the merge.

   Note: The Target MSISDN field contains the CLI of the subscriber currently being edited. It is for reference only and cannot be changed.

3. Select the Source Wallet Type for the merge.

4. Select the Target Wallet Type for the merge

5. Click Save & Merge.

   Changes to the subscriber configuration made in the Edit Subscriber screens are saved, and the source and target wallets are merged.

6. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

This table describes the function of each field or button.

Balances Section

Reservations Section

Follow these steps to view and then optionally perform an action on a reservation.

1. From the Edit Subscriber screen, select the Reservations option in the left hand list.

   The Reservation option displays in the Edit Subscriber screen.

2. (Optional) Select the currency from the Display Currency list.

3. (Optional) Filter the number of reservations displayed by selecting the display option from the Balance Category list.

4. Click Refresh to obtain the latest snap shot of the subscriber reservations.

5. Select the row in the Balances section for the balance type of the reservations you want to see.

   Result: The Reservations section is populated with the reservations data.

6. Select the reservation to view from the Reservations section.

7. Click View Details.

   Result: The Reservation Detail panel shows the reservation details.

8. Optionally perform an action on a reservation to:

   • Close the reservation without charging the subscriber

   • Close the reservation and charge the customer

   • Close the reservation and either charge, or do not charge the subscriber, depending on configuration setting for this subscriber

   See Action reservation.

9. Click Done to close the details panel.

   Note: The Balances and Reservations sections will be empty on returning to the Reservations screen.

Follow these steps to perform one or more actions on a reservation.

1. Select the reservation to action.

   Note: Each action explains the result of doing the action.

2. If you want to charge the subscriber for the uncommitted usage, perform the following steps:

   1. Click Commit to have the subscriber charged for the uncommitted usage. The Commit This Reservation? confirmation dialog displays.

   2. Click Commit to confirm the action.

3. If you want to cancel the reservation so that the subscriber is not charged for any uncommitted usage, perform the following steps:

   1. Click Revoke. The Revoke This Reservation? confirmation dialog displays.

   2. Click Revoke to confirm the action.

4. If you want to delete the reservation, perform the following steps:

   1. Click Delete. The Delete This Reservation? confirmation dialog displays.

   2. Click Delete to confirm the action.

   Note: When you delete a reservation, the subscriber is either charged or not charged for any uncommitted usage depending on reservation configuration for the CLI-DN tariff for the call. For more information, see the discussion on Rating Management, CLI-DN configuration.

5. If EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the reservation action in the Change Reason field, and click OK. The reason can be up to 200 characters long.

6. Click Done.

Related topic

Reservations

This is an example explaining the difference between what is seen in the snap shot and what is charged to the subscriber.

1. When Refresh is pressed the reservation amount is $3.40 and the used amount is $1.70.

2. In the background the billing engine does a subsequent reservation and the current reservation amount is $5.10 and the used amount is $3.60.

3. Refresh has NOT been pressed so the amounts shown on the screen are still $3.40 and $1.70 respectively.

4. The user commits the reservation.

5. The values committed are for the current reservation of $5.10 and $3.60.

6. The values displayed on the screen are still $3.40 and $1.70.

The user can look at the EDR viewer to determine the actual values on the action taken.

You can set masking for EDR fields to prevent users from viewing part of the displayed values. To set masking for EDR fields see Adding EDR elements and Editing EDR elements. To specify the masking rules for EDR fields, see Editing EDR Viewer Display Masking.

You can disable masking of EDR fields for a user by specifying the EDR Viewer NO MASKING permission when you create a user template.

Note: The system administrator user receives the EDR Viewer NO MASKING permission by default.

See Creating User Templates in SMS User's Guide for information on creating a user template. See Assigning a template to a user in SMS User's Guide for information on assigning a template to a user.

This table describes the function of each field.

Follow these steps to find the EDRs that have been generated for a subscriber.

Note: The view EDRs panel is now pre-populated with default search conditions for the current subscriber. The search parameters are defined in the sms.jnlp and ccp.jnlp file. If no parameters are defined, search defaults to 2 days and all categories.

1. In the Edit Subscriber Screen, click View EDRs.

   Result: You see the View EDRs for Subscriber screen for the current subscriber, pre-populated with default search results.

   Note: If no parameters are found, this defaults to two days and all categories.

2. Enter the desired search criterion.

   For more information about the fields on this screen, see View EDRs for Subscriber fields.

3. Add the EDR Search Categories to search for to the Selected List. To:

   • Add a search category to the list, select it in the Available List and click >.

   • Add all the search categories to the list, click >>.

   • Remove a search category from the list, select it in the Selected List and click <.

   • Remove all the search categories from the list, click <<.

4. Note: If no search categories are selected then all the EDRs that match the search criteria will be returned.

5. Click Search.

   Result: All the EDRs that match the search criteria are displayed in the EDR search results table at the bottom of the screen.

   Tip: The text

   See Details

   in the Balance Types column indicates either that more than one balance type was used to charge for that EDR or that no charge was made and hence you must go into the details of the EDR itself.

The EDR search results initially appear in date order with the most recent first. You can re-order EDRs based on the columns described in the following table.

Follow this step to re-order the search results.

1. Click on the column in the search results table to use for re-ordering.

   Result: The search results are re-ordered based on the values in the column.

Follow these steps to reverse a charge detailed in an EDR record.

1. In the EDRs for Subscriber screen, search for the EDR record to reverse. For details on searching for EDRs see Finding EDRs.

2. Highlight the record in the search results table.

3. Click Reverse Charge.

4. Do one of the following:

   • If you want to reverse the charge without saving any updates to the subscriber configuration, click Execute Only.

   • If you want to save the updates you have made to the subscriber configuration, and then reverse the charge, click Save & Execute.

5. If you clicked Save & Execute, and EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.

6. Click OK when the Reverse Charge prompt displays.

The charge is reversed for all the affected balance types and the subscriber data is reloaded. You are then returned to the Edit Subscriber screen.

Follow these steps to view the details for a selected EDR.

1. Select the EDR record to view in the search results table in the View EDRs for Subscriber screen.

   Click Display.

   Result: You see the EDR Details for Subscriber screen.

   Note: The screen layout and available fields depend on the category and template definition configured for the EDR in CCS. For details, see EDR Templates.

2. To change the currency used to display costs and balances, select the Display Currency drop down list.

3. When you have finished viewing that EDR record, click Close.

   Result: You return to the View EDRs for Subscriber screen.

4. When you have finished viewing EDR records, click Close.

   Result: You return to the Edit Subscriber screen.

Follow these steps to execute a BPL for a subscriber.

Note: BPLs can only be executed for existing subscribers.

1. In the Edit Subscriber screen select the Subscriber option where the BPL to execute is located.

   Result: You see a button for each of the available BPLs.

2. Click the button for the BPL to execute.

   Result: You see the Confirm Execute Business Process Logic for Subscriber prompt.

3. If any parameters have been defined for the BPL, enter values for these as prompted.

   Warning: You must enter a value for all mandatory parameters.

4. To save any changes you have made to the subscriber configuration in the Edit Subscriber screens and then execute the BPL, click Save & Execute.

   To execute the BPL without saving changes to the subscriber configuration, click Execute Only.

   Result: You see the Execute BPL Result prompt.

5. Click OK.

This table describes the function of each field.

The Promotion Info Field displays status, balance and expiry details for a specified promotion. The promotion is specified when the Promotion Info Field is configured in the Subscriber Profile Manager.

This table describes the function of each field.

If a maximum value has been set for a balance type, then the maximum balance policy will be applied to credit transfers which exceed the defined maximum.

For more information, see:

• Maximum balances

• Maximum balance policy

Two types of credit transfer may be performed:

• Service bundle

• Peer-to-peer

When a credit transfer is performed, cash credit from the purchasing subscriber is used to buy a specified voucher type which is then applied to the recipient's wallet. The voucher type definition may include any of the following:

• A list of balance types where the value and/or the expiry periods have changed

• An extension to the recipient's wallet expiry period

• A product type swap on the recipient's wallet

• A limited list of available product types (the credit transfer will only succeed if the product type for the recipient matches one of the product types in the list)

• Multiple balance types which may also be associated with a limited list of product types

Follow these steps to make a credit transfer for a subscriber.

1. In the Edit Subscriber screen choose the credit transfer option you require from the left hand menu:

   • To make a peer-to-peer credit transfer, select Peer-to-Peer Transfer.

   • To make a service bundle credit transfer, select Service Bundle.

   Result: You see a series of buttons on the Edit Subscriber screen such as in this example. There is one button for each of the available credit transfer definitions.

   
   Description of the illustration ccseditsubscriberpeer-peertransferppp_3-1-4.jpg

2. In the Recipient MSISDN field, enter the CLI for the subscriber who will receive the credit.

   Tip: This field is optional. If you do not enter a value, then the current subscriber ID is used.

3. Click the button for the credit transfer to make.

   Result: You see the Confirm Credit Transfer prompt.

4. If the subscriber has two wallets, then Wallet Type selection will be enabled for the purchaser/recipient. Select the required wallet types for the transfer.

5. If the Security PIN field is enabled then you must enter the PIN for the purchaser subscriber.

   Warning: The PIN must be already configured in the subscriber details.

6. To save any changes you have made to the subscriber configuration in the Edit Subscriber screens before making the credit transfer, click Save & Execute.

   To make the credit transfer without saving changes to the subscriber configuration, click Execute Only.

7. If you clicked Save & Execute, and EDR auditing is enabled, then the Change Reason dialog displays. Enter the reason for the change in the Change Reason field, and click OK. The reason can be up to 200 characters long.