Customer Care & Billing: Functionality for Implementers

CC&B Functionality For Implementers is a comprehensive look at the core functionality of the CC&B product through the examination of business object relationships for each CC&B subsystem. The course is intended for individuals, such as business architects, responsible for the Process Analysis portion of a CC&B implementation.

Attendees will process all the basic elements of the CC&B infrastructure needed to set up customers and bill customers. The first portion of the course provides an introduction to the browser user interface (BUI), technical architecture, plug-ins, and characteristics.

On completion of this course, attendees will have a basic understanding of the options available to implementers for configuring the product during an implementation.

Learn To:

• Configure the product to meet business requirements
• Maintain Business Objects
• Use the products major features
• List the steps required to implement the system

This class is eligible for 70 CPE Credits (70 hours) (U.S. only)

Audience

• Developer
• Business Analysts
• System Analysts
• Data Modelers
• Functional Implementer
• Project Manager
• Reports Developer
• Business Intelligence Developer

Course Topics Basic User Interface

• Navigating in Control Central
• Search for a customer
• Account information
• Dashboard
• Billing Information Zone

Framework

• Application Viewer
• Data Dictionary
• Algorithms
• Characteristics

Batch Processing

• Batch run
• Batch job

Customer Data

• Search
• Account information
• Adding
• System defaults
• Create a new customer
• Premise
• Start a service

To Do List

• Search
• Open
• Reminders
• Dashboard zone

Sales and Marketing

• Up Sell
• Marketing list
• Marketing survey
• Proposals

Meter Management

• Add a new meter
• Install a meter
• Maintain a meter

Field Work

• Field Activities
• Dispatch
• Activate service agreements
• Appointments

Equipment

• Devices inventory
• Testing
• Business rules

Meter Reads

• Consumption
• Boundaries

Route Management

• Service cycles
• Routes
• Background Processes

Financial Transactions

• Balances
• Debt
• Interface

Billing

• Business rules
• Tables
• Process
• Off cycle billing

Statements

• Setup
• Scheduling
• Routing

Rates

• Calculations
• Bill factors
• Bill segments
• What if scenarios
• Sub rates

Payments

• Types
• Partial payments
• Transfers
• Payment events
• Credit Cards
• Non CIS payments
• Alternate currency payments

Adjustments

• Basics
• Aging
• Automatic
• Background processes
• Suspense
• Approval profile

Overdue Debt

• Collection process
• Payment arrangements

Budgets

• Assigning a customer
• Anomalous budgets
• True-ing up

Service Requests

• Activation
• Stopping
• Back to back

Security Deposits and Loans

• Requests
• Non cash
• Refunds
• Managing
• Creating
• Adjusting

General Management

• Multiple premises
• Case management
• Reports
• Contract management: Umbrella agreements

Course Objectives

• Identify entities and relationships using ERDs
• Identify the Functional Areas of CC&B
• Learn background processes
• Maintain business objects
• Configure admin tables
• Construct Rates
• Describe the options available to implementers
• Explain the impact of financial transactions