Cancel Budget Detailed Process Model Description

This section provides a detailed description of the “Cancel Budget” business process, including:

w	1.0 Search for Customer

w	1.1 Analyze/Review Customer/Account

w	1.2 Initiate Cancel Budget

w	1.3 Cancel Budget

w	1.4 Update Account Budget/SA Recurring Charge History

w	1.5 Manage Customer Contacts

1.0 Search for Customer

Reference: Cancel Budget Process Model - Page 1 for the associated business process diagram.

Actor/Role: CSR

Description: Upon receipt of request or inquiry about canceling the Budget Plan the CSR or Authorized User accesses Control Central Search to locate the customer in CC&B. There are a number of algorithms that can be stored on Installation Options for Control Central Alerts. These algorithms provide the CSR or Authorized User with valuable insight for overall analysis of the customer.

Available Algorithms

•	Installation Options - Control Central Alert Algorithms