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Applications Overview
Participant Guide
Release 3.0
Rating and Billing
Copyright © 2001-2006 Convergys. All rights reserved. Convergys refers to Convergys Corporation or any of its wholly owned subsidiaries.
Convergys, the Convergys logo, Atlys, Catalys, Infinys Rating and Billing, Cygent, Infinys, and Wizard are trademarks and/or registered trademarks of Convergys in the United States and/or other countries, including but not limited to in Chile, China, Costa Rica, Guatemala, and Honduras, where Convergys and Atlys are registered trademarks, and in Chile, China, and Costa Rica, where Catalys is a registered trademark, in Chile, Costa Rica, Guatemala, and Honduras, where Infinys is a registered trademark, and in Chile where Infinys Rating and Billing and Wizard are registered trademarks.
Parts of the described systems may be covered by one or more issued or pending U.S. or other patents, including but not limited to U.S. Patent 6,396,913, U.S. Patent 6,438,512, U.S. Patent 6,611,898, and U.S. Patent 6,658,099.
All other trademarks not owned by Convergys that appear in this document are the property of their respective
owners, who may or may not be affiliated with, connected to, or sponsored by Convergys or its subsidiaries.
Every effort has been made to ensure that the information contained in this document is true and correct at the time of going to press. However, the products and specifications and content in general described in this document are subject to continuous development and improvement, and Convergys is entitled to change them at any time. Convergys cannot accept liability for any loss or damage of any nature whatsoever arising or resulting
from the use of or reliance on outdated information or particulars.
Convergys does not warrant that the material contained in this documentation is free of errors. Any errors found in
this document should be reported to Convergys in writing.
The information in this document is confidential and meant for use only by the intended recipient and only in connection with and subject to the terms of its contractual relationship with Convergys. It is the sole property of Convergys or its subsidiaries. Acceptance and/or use of any of the information contained in this document indicates agreement not to disclose or otherwise make available to any person who is not an employee of the intended recipient, or to any other entity, any of the information contained herein. This documentation has the sole purpose of providing information regarding a Convergys software product or service and shall be disclosed only to those individuals who are employees of the intended recipient who have a definite need to know.
Any entity or person with access to this information shall be subject to this confidentiality statement.
No part of this publication may be reproduced or transmitted in any form or by any means for any purpose without the express written permission of Convergys.
If you have received this document via e-mail in error, please send the e-mail to the originator, indicating that you received it in error. If you have received a hard copy of this document in error, mail this document in its entirety to Convergys Corporation, 201 East Fourth Street, Cincinnati, Ohio USA 45202.
Table of Contents
Table of Contents
Welcome ...................................................................................... 1 Slide 1: Welcome to Infinys Rating and Billing Applications Overview .......................... 1
Slide 2: Course Goals.................................................................................................. 2
Slide 3: Further Reading.............................................................................................. 3
Introduction ................................................................................. 5 Slide 4: Why Infinys Rating and Billing?.......................................................................5
Slide 5: Active Revenue Management ......................................................................... 6
Slide 6: Infinys Rating and Billing Applications ............................................................. 7
Slide 7: Infinys Rating and Billing Functional Areas...................................................... 8
Slide 8: Review ........................................................................................................... 9
System Setup ............................................................................ 11 Slide 9: System Setup ............................................................................................... 11
Slide 10: System Setup Applications ........................................................................... 12
Slide 11: Product Configuration ................................................................................... 13
Slide 12: Product Configuration Functions ................................................................... 14
Slide 13: Scenario — Stage One ................................................................................. 15
Slide 14: Rating and Billing Catalogs – The Difference ................................................ 16
Slide 15: Billing Catalogs............................................................................................. 17
Slide 16: Billing Catalog Maintenance Tabs ................................................................. 18
Slide 17: Price Plans Tab ............................................................................................ 19
Slide 18: Scenario — Stage Two ................................................................................. 20
Slide 19: Rating Catalogs ............................................................................................ 21
Slide 20: Rating Catalog Maintenance Tabs ................................................................ 22
Slide 21: Rate Plans Tab............................................................................................. 23
Slide 22: Scenario — Stage Three............................................................................... 24
Slide 23: Rating and Billing Configuration (1) ............................................................... 25
Slide 24: Rating and Billing Configuration (2) ............................................................... 26
Slide 25: Access Control View..................................................................................... 27
Slide 26: Bill Formatting View ...................................................................................... 28
Slide 27: Catalog Configuration View........................................................................... 29
Slide 28: Currency View .............................................................................................. 30
Slide 29: Customer View ............................................................................................. 31
Slide 30: Event Definition View .................................................................................... 32
Slide 31: Finance and Billing View............................................................................... 33
Slide 32: Interfaces View ............................................................................................. 34
Slide 33: Languages View ........................................................................................... 35
Slide 34: Managed Files View...................................................................................... 36
Slide 35: Payment View............................................................................................... 37
Infinys Rating and Billing Applications Overview Participant Guide
Slide 36: Plugin Definition View ................................................................................... 38
Slide 37: Rating Configuration View............................................................................. 39
Slide 38: Receivables Management View .................................................................... 40
Slide 39: Tax View ...................................................................................................... 41
Slide 40: Thresholds View ........................................................................................... 42
Slide 41: Other Configuration Tools ............................................................................. 43
Slide 42: Review ......................................................................................................... 44
Customer Setup ........................................................................ 46 Slide 43: Customer Setup............................................................................................ 46
Slide 44: Customer Setup Application.......................................................................... 47
Slide 45: Customer Account Maintenance ................................................................... 48
Slide 46: Customer Account Maintenance Main Window.............................................. 49
Slide 47: Customer View ............................................................................................. 50
Slide 48: Account for Customer View........................................................................... 51
Slide 49: Product for Customer View ........................................................................... 52
Slide 50: Scenario — Stage Four ................................................................................ 53
Slide 51: Review ......................................................................................................... 54
System Monitor ......................................................................... 56 Slide 52: System Monitor............................................................................................. 56
Slide 53: System Monitor............................................................................................. 57
Slide 54: System Monitor Introduction.......................................................................... 58
Slide 55: View Tab ...................................................................................................... 59
Slide 56: Logs Tab ...................................................................................................... 60
Slide 57: Review ......................................................................................................... 61
Pricing ........................................................................................ 62 Slide 58: Pricing .......................................................................................................... 62
Slide 59: Pricing Applications and System Processes .................................................. 63
Slide 60: Pricing and Bill Publishing Processes............................................................ 64
Slide 61: Rating........................................................................................................... 65
Slide 62: Event Attributes ............................................................................................ 66
Slide 63: The Rating Process ...................................................................................... 67
Slide 64: Management of Rejected Events .................................................................. 68
Slide 65: Principal Billing Processes ............................................................................ 69
Slide 66: The Billing Engine......................................................................................... 70
Slide 67: Review ......................................................................................................... 71
Bill Publishing ........................................................................... 72 Slide 68: Bill Publishing ............................................................................................... 72
Slide 69: Bill Publishing (1) .......................................................................................... 73
Slide 70: Bill Publishing (2) .......................................................................................... 74
Table of Contents
Slide 71: The Bill Formatting Engine............................................................................ 75
Slide 72: Review ......................................................................................................... 76
Money Management.................................................................. 78 Slide 73: Money Management ..................................................................................... 78
Slide 74: Money Management Applications and System Processes ............................. 79
Slide 75: Payments Processing ................................................................................... 80
Slide 76: Automatic Payments ..................................................................................... 81
Slide 77: Payment Requests ....................................................................................... 82
Slide 78: Manual Payments ......................................................................................... 83
Slide 79: Payment Requests ....................................................................................... 84
Slide 80: Batch Payment Entry .................................................................................... 85
Slide 81: Accounts Receivable .................................................................................... 86
Slide 82: Accounts Receivable Main Window............................................................... 87
Slide 83: The Debt Escalation Engine.......................................................................... 88
Slide 84: The Dunning Letter Engine ........................................................................... 89
Slide 85: Review ......................................................................................................... 90
Integration.................................................................................. 91 Slide 86: Integration .................................................................................................... 91
Slide 87: Integration .................................................................................................... 92
Slide 88: Infinys Rating and Billing Functional Areas.................................................... 93
Slide 89: Review ......................................................................................................... 94
Slide 90: Course Summary.......................................................................................... 95
Welcome
Welcome
Slide 1: Welcome to Infinys Rating and Billing Applications Overview
Infinys Rating and Billing Applications Overview Participant Guide
Slide 2: Course Goals
Welcome
Slide 3: Further Reading
To access the Convergys Client Support Web site:
• Navigate to www.convergys.com
• Click Client Support Center link, the Convergys Client Support Center page opens.
• Click Infinys product documentation link, the Client Support Center – Product Documentation page opens.
• Enter a User ID and Password. Each operator has one user ID and password; consult your system administrator for this information.
• Click Log on. The Convergys Client Support Center – Product Documentation page opens.
• Click the appropriate links to access the guides.
Introduction
Introduction
Slide 4: Why Infinys Rating and Billing?
Infinys Rating and Billing Applications Overview Participant Guide
Slide 5: Active Revenue Management
Introduction
Slide 6: Infinys Rating and Billing Applications
Infinys Rating and Billing provides its range of functionality through a combination of user applications and volume processing applications. This section introduces the Infinys Rating and Billing applications and their roles in the business process.
Infinys Rating and Billing Applications Overview Participant Guide
Slide 7: Infinys Rating and Billing Functional Areas
Introduction
Slide 8: Review
1. Name three Infinys Rating and Billing user applications.
2. Name three Infinys Rating and Billing volume processing applications.
System Setup
Confidential and Proprietary 11
System Setup
Slide 9: System Setup
This section introduces the Infinys Rating and Billing applications that are used to set up the system.
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Slide 10: System Setup Applications
System Setup
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Slide 11: Product Configuration
Product: An item that a customer can purchase or lease. It may be a real object, for example a physical
handset, a service that is delivered, for example a telephone line rental, or something more abstract such as a discount or a service level agreement.
Product family: A group of related products. For example, a telephony product family could contain line
rental, call barring, and any other fixed line telephony products. These groupings are optional and are
determined by the IRB operator.
Subscription type: A classification of subscriptions that can be configured for each installation of Infinys
Rating and Billing. A subscription is a sub-account grouping that links a set of products and packages
together for the purposes of bill presentation, discounting, and financial reporting.
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Slide 12: Product Configuration Functions
Parent product: A product that can be purchased without any dependencies.
Child product: A product, the purchase of which is dependent upon the purchase of another product (the
parent product).
System Setup
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Slide 13: Scenario — Stage One
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Slide 14: Rating and Billing Catalogs – The Difference
System Setup
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Slide 15: Billing Catalogs
Billing Catalogs are created using Billing Catalog Maintenance.
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Slide 16: Billing Catalog Maintenance Tabs
Root price plan: A price plan that defines the basic prices for the products within a product family.
Child price plan: A price plan that is derived from another price plan (the parent price plan) and may
contain prices set relative to the parent price plan.
Package: A defined group of products that are sold together as a unit at a predefined price.
System Setup
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Slide 17: Price Plans Tab
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Slide 18: Scenario — Stage Two
System Setup
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Slide 19: Rating Catalogs
Rating catalog: A collection of rate plans.
Infinys Rating and Billing allows parallel catalogs to be maintained, imported, and exported. This allows an Infinys Rating and Billing operator the flexibility to develop a rating catalog in a test database and then
import it for use on the live database.
The Rating Catalogs allow the Active Rating Engine to cost individual events.
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Slide 20: Rating Catalog Maintenance Tabs
System Setup
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Slide 21: Rate Plans Tab
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Slide 22: Scenario — Stage Three
System Setup
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Slide 23: Rating and Billing Configuration (1)
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Slide 24: Rating and Billing Configuration (2)
System Setup
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Slide 25: Access Control View
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Slide 26: Bill Formatting View
System Setup
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Slide 27: Catalog Configuration View
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Slide 28: Currency View
System Setup
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Slide 29: Customer View
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Slide 30: Event Definition View
System Setup
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Slide 31: Finance and Billing View
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Slide 32: Interfaces View
System Setup
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Slide 33: Languages View
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Slide 34: Managed Files View
System Setup
Confidential and Proprietary 37
Slide 35: Payment View
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Slide 36: PlugIn Definition View
System Setup
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Slide 37: Rating Configuration View
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Slide 38: Receivables Management View
System Setup
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Slide 39: Tax View
An invoicing company can be used to model the portion of an Infinys operator that is operational in a particular tax jurisdiction. It can also be used to model service providers.
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Slide 40: Thresholds View
The thresholds that may be crossed are based on one of the following:
• Account available credit.
• Credit exposure.
• Unpaid spend.
• Unbilled usage.
System Setup
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Slide 41: Other Configuration Tools
Some predefined table sets are supplied with Infinys Rating and Billing, mainly relating to the following areas:
• Customers
• Products
• Price plans
• Rate plans
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Slide 42: Review
1. What is a product family?
2. At which stages during the catalog life cycle can a catalog be modified?
3. What is the difference between a billing catalog and a rating catalog?
4. Where are events defined in Infinys Rating and Billing?
5. List some of the advantages of using Configuration Data Transfer.
System Setup
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Customer Setup
Slide 43: Customer Setup
This section introduces Customer Account Maintenance, which is used to set up:
• Customers.
• Accounts.
• Budget centers.
• Products.
Customer Setup
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Slide 44: Customer Setup Application
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Slide 45: Customer Account Maintenance
Customer Setup
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Slide 46: Customer Account Maintenance Main Window
Account: The entity that is invoiced.
Customer: A grouping entity for accounts. It is a legal person, that is, a person or company. A customer
takes packages, subscriptions, and products that are billed on one or more accounts. A customer may be
related to another customer for the purpose of issuing statements.
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Slide 47: Customer View
Customer Setup
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Slide 48: Account for Customer View
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Slide 49: Product for Customer View
Customer Setup
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Slide 50: Scenario — Stage Four
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Slide 51: Review
1. What are the elements of a customer hierarchy, as shown on the main window of Customer Account
Maintenance?
2. Once you have associated an instance of a product with an account, what further steps should you
take?
Customer Setup
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System Monitor
Slide 52: System Monitor
This section introduces the Infinys Rating and Billing applications that are used to monitor the system, namely:
• System Monitor.
• Task Master.
The Task Master can be used to automate all Infinys Rating and Billing volume processes, which can be linked together as sequences of processes.
System Monitor
Confidential and Proprietary 57
Slide 53: System Monitor
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Slide 54: System Monitor Introduction
System Monitor
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Slide 55: View Tab
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Slide 56: Logs Tab
System Monitor
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Slide 57: Review
1. Name the UNIX process that runs the Infinys Rating and Billing volume processing applications and is
monitored in real-time by System Monitor.
2. Is the System Monitor used to control scheduled processes or start processes on demand?
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Pricing
Slide 58: Pricing
This section introduces the Active Rating Engine and the Billing Engine, both of which are used in the pricing process, and Rejected Event Maintenance, which is used in the management of events that
cannot be rated.
Pricing
Confidential and Proprietary 63
Slide 59: Pricing Applications and System Processes
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Slide 60: Pricing and Bill Publishing Processes
Pricing
Confidential and Proprietary 65
Slide 61: Rating
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Slide 62: Event Attributes
Pricing
Confidential and Proprietary 67
Slide 63: The Rating Process
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Slide 64: Management of Rejected Events
Rejected event: Any event that cannot be rated. An event may be rejected because the event source
cannot be found or because the event record is corrupt.
Pricing
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Slide 65: Principal Billing Processes
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Slide 66: The Billing Engine
Pricing
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Slide 67: Review
1. Which table stores rated events in the Infinys Rating and Billing database?
2. Describe the stages of the process required to produce a bill.
3. Describe how Rejected Event Maintenance is used in the management of events that fail rating.
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Bill Publishing
Slide 68: Bill Publishing
Bill Publishing
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Slide 69: Bill Publishing (1)
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Slide 70: Bill Publishing (2)
Bill Publishing
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Slide 71: The Bill Formatting Engine
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Slide 72: Review
1. Once the Billing Engine has generated bill data, what are the two routes that bill formatting can take?
2. Which UNIX process is used to output bill data to a managed file?
Bill Publishing
Confidential and Proprietary 77
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Money Management
Slide 73: Money Management
This section introduces the Infinys Rating and Billing applications that are used in the money management process:
• Accounts Receivable.
• Batch Payment Entry.
• The Debt Escalation Engine.
• The Dunning Letter Engine.
Money Management
Confidential and Proprietary 79
Slide 74: Money Management Applications and System Processes
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Slide 75: Payments Processing
Money Management
Confidential and Proprietary 81
Slide 76: Automatic Payments
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Slide 77: Payment Requests
Money Management
Confidential and Proprietary 83
Slide 78: Manual Payments
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Slide 79: Payment Requests
Money Management
Confidential and Proprietary 85
Slide 80: Batch Payment Entry
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Slide 81: Accounts Receivable
Money Management
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Slide 82: Accounts Receivable Main Window
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Slide 83: The Debt Escalation Engine
Money Management
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Slide 84: The Dunning Letter Engine
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Slide 85: Review
Integration
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Integration
Slide 86: Integration
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Slide 87: Integration
Integration
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Slide 88: Infinys Rating and Billing Functional Areas
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Slide 89: Review
Integration
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Slide 90: Course Summary