1 - Applications Overview Participant Guide

Rating and Billing
Applications Overview
Participant Guide
Release 3.0
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from the use of or reliance on outdated information or particulars.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
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Table of Contents
Table of Contents
Welcome ...................................................................................... 1
Slide 1:
Slide 2:
Slide 3:
Welcome to Infinys Rating and Billing Applications Overview .......................... 1

Course Goals.................................................................................................. 2
Further Reading.............................................................................................. 3
Introduction ................................................................................. 5
Slide 4:
Slide 5:
Slide 6:
Slide 7:
Slide 8:
Why Infinys Rating and Billing? ....................................................................... 5

Active Revenue Management ......................................................................... 6
Infinys Rating and Billing Applications ............................................................. 7
Infinys Rating and Billing Functional Areas...................................................... 8
Review ........................................................................................................... 9
System Setup ............................................................................ 11

Slide 9:
Slide 10:
Slide 11:
Slide 12:
Slide 13:
Slide 14:
Slide 15:
Slide 16:
Slide 17:
Slide 18:
Slide 19:
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Slide 23:
Slide 24:
Slide 25:
Slide 26:
Slide 27:
Slide 28:
Slide 29:
Slide 30:
Slide 31:
Slide 32:
Slide 33:
Slide 34:
Slide 35:
System Setup ............................................................................................... 11

System Setup Applications ........................................................................... 12
Product Configuration ................................................................................... 13
Product Configuration Functions ................................................................... 14
Scenario Stage One ................................................................................. 15
Rating and Billing Catalogs The Difference ................................................ 16
Billing Catalogs............................................................................................. 17
Billing Catalog Maintenance Tabs ................................................................. 18
Price Plans Tab ............................................................................................ 19
Scenario Stage Two ................................................................................. 20
Rating Catalogs ............................................................................................ 21
Rating Catalog Maintenance Tabs ................................................................ 22
Rate Plans Tab............................................................................................. 23
Scenario Stage Three............................................................................... 24
Rating and Billing Configuration (1) ............................................................... 25
Rating and Billing Configuration (2) ............................................................... 26
Access Control View ..................................................................................... 27
Bill Formatting View ...................................................................................... 28
Catalog Configuration View........................................................................... 29
Currency View .............................................................................................. 30
Customer View ............................................................................................. 31
Event Definition View .................................................................................... 32
Finance and Billing View ............................................................................... 33
Interfaces View ............................................................................................. 34
Languages View ........................................................................................... 35
Managed Files View...................................................................................... 36
Payment View............................................................................................... 37
Infinys Rating and Billing Applications Overview Participant Guide
Slide 36:
Slide 37:
Slide 38:
Slide 39:
Slide 40:
Slide 41:
Slide 42:
Plugin Definition View ................................................................................... 38

Rating Configuration View............................................................................. 39
Receivables Management View .................................................................... 40
Tax View ...................................................................................................... 41
Thresholds View ........................................................................................... 42
Other Configuration Tools ............................................................................. 43
Review ......................................................................................................... 44
Customer Setup ........................................................................ 46

Slide 43:
Slide 44:
Slide 45:
Slide 46:
Slide 47:
Slide 48:
Slide 49:
Slide 50:
Slide 51:
Customer Setup............................................................................................ 46
Customer Setup Application.......................................................................... 47
Customer Account Maintenance ................................................................... 48
Customer Account Maintenance Main Window.............................................. 49
Customer View ............................................................................................. 50
Account for Customer View........................................................................... 51
Product for Customer View ........................................................................... 52
Scenario Stage Four ................................................................................ 53
Review ......................................................................................................... 54
System Monitor ......................................................................... 56

Slide 52:
Slide 53:
Slide 54:
Slide 55:
Slide 56:
Slide 57:
System Monitor............................................................................................. 56
System Monitor............................................................................................. 57
System Monitor Introduction.......................................................................... 58
View Tab ...................................................................................................... 59
Logs Tab ...................................................................................................... 60
Review ......................................................................................................... 61
Pricing ........................................................................................ 62
Slide 58:
Slide 59:
Slide 60:
Slide 61:
Slide 62:
Slide 63:
Slide 64:
Slide 65:
Slide 66:
Slide 67:
Pricing .......................................................................................................... 62
Pricing Applications and System Processes .................................................. 63
Pricing and Bill Publishing Processes............................................................ 64
Rating........................................................................................................... 65
Event Attributes ............................................................................................ 66
The Rating Process ...................................................................................... 67
Management of Rejected Events .................................................................. 68
Principal Billing Processes ............................................................................ 69
The Billing Engine......................................................................................... 70
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:
Slide 74:
Slide 75:
Slide 76:
Slide 77:
Slide 78:
Slide 79:
Slide 80:
Slide 81:
Slide 82:
Slide 83:
Slide 84:
Slide 85:
Money Management ..................................................................................... 78

Money Management Applications and System Processes ............................. 79
Payments Processing ................................................................................... 80
Automatic Payments ..................................................................................... 81
Payment Requests ....................................................................................... 82
Manual Payments ......................................................................................... 83
Payment Requests ....................................................................................... 84
Batch Payment Entry .................................................................................... 85
Accounts Receivable .................................................................................... 86
Accounts Receivable Main Window............................................................... 87
The Debt Escalation Engine.......................................................................... 88
The Dunning Letter Engine ........................................................................... 89
Review ......................................................................................................... 90
Integration.................................................................................. 91
Slide 86:
Slide 87:
Slide 88:
Slide 89:
Slide 90:
Integration .................................................................................................... 91
Integration .................................................................................................... 92
Infinys Rating and Billing Functional Areas.................................................... 93
Review ......................................................................................................... 94
Course Summary.......................................................................................... 95
Welcome
Welcome
Slide 1: Welcome to Infinys Rating and Billing Applications Overview
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?
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.
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
System Setup
Slide 9: System Setup
This section introduces the Infinys Rating and Billing applications that are used to set up the system.
Confidential and Proprietary
11
Slide 10: System Setup Applications
12
System Setup
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.
13
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).
14
System Setup
Slide 13: Scenario Stage One
15
Slide 14: Rating and Billing Catalogs The Difference
16
System Setup
Slide 15: Billing Catalogs
Billing Catalogs are created using Billing Catalog Maintenance.
17
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.
18
System Setup
Slide 17: Price Plans Tab
19
Slide 18: Scenario Stage Two
20
System Setup
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.
21
Slide 20: Rating Catalog Maintenance Tabs
22
System Setup
Slide 21: Rate Plans Tab
23
Slide 22: Scenario Stage Three
24
System Setup
Slide 23: Rating and Billing Configuration (1)
25
Slide 24: Rating and Billing Configuration (2)
26
System Setup
Slide 25: Access Control View
27
Slide 26: Bill Formatting View
28
System Setup
Slide 27: Catalog Configuration View
29
Slide 28: Currency View
30
System Setup
Slide 29: Customer View
31
Slide 30: Event Definition View
32
System Setup
Slide 31: Finance and Billing View
33
Slide 32: Interfaces View
34
System Setup
Slide 33: Languages View
35
Slide 34: Managed Files View
36
System Setup
Slide 35: Payment View
37
Slide 36: PlugIn Definition View
38
System Setup
Slide 37: Rating Configuration View
39
Slide 38: Receivables Management View
40
System Setup
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.
41
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.
42
System Setup
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
43
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.
44
System Setup
45
Customer Setup
Slide 43: Customer Setup
This section introduces Customer Account Maintenance, which is used to set up:
Customers.
Accounts.
Budget centers.
Products.
46
Customer Setup
Slide 44: Customer Setup Application
47
Slide 45: Customer Account Maintenance
48
Customer Setup
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.
49
Slide 47: Customer View
50
Customer Setup
Slide 48: Account for Customer View
51
Slide 49: Product for Customer View
52
Customer Setup
Slide 50: Scenario Stage Four
53
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?
54
Customer Setup
55
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.
56
System Monitor
Slide 53: System Monitor
57
Slide 54: System Monitor Introduction
58
System Monitor
Slide 55: View Tab
59
Slide 56: Logs Tab
60
System Monitor
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?
61
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.
62
Pricing
Slide 59: Pricing Applications and System Processes
63
Slide 60: Pricing and Bill Publishing Processes
64
Pricing
Slide 61: Rating
65
Slide 62: Event Attributes
66
Pricing
Slide 63: The Rating Process
67
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.
68
Pricing
Slide 65: Principal Billing Processes
69
Slide 66: The Billing Engine
70
Pricing
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.
71
Bill Publishing
Slide 68: Bill Publishing
72
Bill Publishing
Slide 69: Bill Publishing (1)
73
Slide 70: Bill Publishing (2)
74
Bill Publishing
Slide 71: The Bill Formatting Engine
75
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?
76
Bill Publishing
77
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.
78
Money Management
Slide 74: Money Management Applications and System Processes
79
Slide 75: Payments Processing
80
Money Management
Slide 76: Automatic Payments
81
Slide 77: Payment Requests
82
Money Management
Slide 78: Manual Payments
83
Slide 79: Payment Requests
84
Money Management
Slide 80: Batch Payment Entry
85
Slide 81: Accounts Receivable
86
Money Management
Slide 82: Accounts Receivable Main Window
87
Slide 83: The Debt Escalation Engine
88
Money Management
Slide 84: The Dunning Letter Engine
89
Slide 85: Review
90
Integration
Integration
Slide 86: Integration
91
Slide 87: Integration
92
Integration
Slide 88: Infinys Rating and Billing Functional Areas
93
Slide 89: Review
94
Integration
Slide 90: Course Summary
95

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Rating and Billing

Copyright 2001-2006 Convergys. All rights reserved.

Welcome to Infinys Rating and Billing Applications Overview .......................... 1

Why Infinys Rating and Billing? ....................................................................... 5

System Setup ............................................................................ 11

System Setup ............................................................................................... 11

Infinys Rating and Billing Applications Overview Participant Guide

Plugin Definition View ................................................................................... 38

Customer Setup ........................................................................ 46

System Monitor ......................................................................... 56

Bill Publishing ........................................................................... 72

Slide 71: The Bill Formatting Engine ............................................................................ 75

Money Management ..................................................................................... 78

Infinys Rating and Billing Applications Overview Participant Guide

Slide 2: Course Goals

Slide 3: Further Reading

To access the Convergys Client Support Web site:

Enter a User ID and Password.

Click the appropriate links to access the guides.

Infinys Rating and Billing Applications Overview Participant Guide

Slide 5: Active Revenue Management

Slide 6: Infinys Rating and Billing Applications

Infinys Rating and Billing Applications Overview Participant Guide

Slide 7: Infinys Rating and Billing Functional Areas

1. Name three Infinys Rating and Billing user applications.

2. Name three Infinys Rating and Billing volume processing applications.

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 10: System Setup Applications

Confidential and Proprietary

Slide 11: Product Configuration

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 12: Product Configuration Functions

Parent product: A product that can be purchased without any dependencies.

Confidential and Proprietary

Slide 13: Scenario Stage One

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 14: Rating and Billing Catalogs The Difference

Confidential and Proprietary

Slide 15: Billing Catalogs

Billing Catalogs are created using Billing Catalog Maintenance.

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 16: Billing Catalog Maintenance Tabs

Confidential and Proprietary

Slide 17: Price Plans Tab

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 18: Scenario Stage Two

Confidential and Proprietary

Slide 19: Rating Catalogs

Rating catalog: A collection of rate plans.

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 20: Rating Catalog Maintenance Tabs

Confidential and Proprietary

Slide 21: Rate Plans Tab

Confidential and Proprietary

Infinys Rating and Billing Applications Overview Participant Guide

Slide 22: Scenario Stage Three