4.2.2.6 Manage Deposit Charges : Manage Deposit Charges Detailed Process Model Description
Manage Deposit Charges Detailed Process Model Description
This section provides a detailed description of the “Manage Deposit Charges” business process, including:
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1.0 Search for Customer
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1.1 Evaluate Customer Account Eligibility for Deposit Bill.
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1.2 Enter Specific Data for Deposit Bill Segment
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1.3 Request Generate New Deposit Bill Segment
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1.4 Determine Bill Period
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1.5 Calculate Deposit Bill Segment Amount and Create Bill Segment
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1.6 Calculate Prorated Deposit Bill Segment Amount and Create Bill Segment
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1.7 Create Financial Transaction
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1.8 Add Final Bill Switch for Bill Segments
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1.8.1 Format Online Presentation
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1.9 Review Bill Segments
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2.0 Request Changes for Recalculation of Deposit Bill
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2.1 Update Information
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2.2 Request Delete Bill
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2.3 Delete Bill
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2.4 Request Delete Specific Bill Segments
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2.5 Delete Bill Segments
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2.6 Request Freeze Bill Segments
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2.7 Freeze Bill Segments
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2.8 Request Re-Bill Bill Segments
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2.9 Update Bill Segments to Pending Cancel and Create New Bill Segments
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3.0 Request Undo Rebill Bill Segments
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3.1 Delete New Segments and Return Original Bill Segment to Frozens
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3.2 Request Cancel Frozen Segments
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3.3 Update Bill Segments to Pending Cancel
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3.4 Request Undo Cancel Bill Segments
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3.5 Return Original Bill Segments to Frozen
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3.6 Request Finalize Cancel Bill Segments
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3.7 Update Bill Segments to Canceled
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3.8 Request Add Bill Messages
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3.9 Add Bill Messages
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4.0 Request Complete Bill
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4.1 Create Bill Message
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4.2 Create Bill Messages Based on Configuration
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4.3 Add Adjustments, Payments, and Bill Corrections to Affect Bill Amount
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4.4 Determine Due Date and Credit Review Date
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4.5 Apply Deposit Refund Method
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4.6 4.3.1.1d Manage Autopay
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4.7 Create Additional Required Bill Messages
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4.8 Update Bill with Completion Details
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4.9 Review Bill
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5.0 Make Necessary Changes for Bill
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5.1 Request Reopen Bill
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5.2 Update Current Bill to Reopen
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5.3 Request Changes to Impact Balance
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5.4 Update Balance
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5.5 Extract Bill for Delivery
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5.6 Produce Bill
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5.7 Send Bill to Customer
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5.8 Receives Bill
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5.9 Select Accounts for Open Bill Cycle
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6.0 Check Eligibility for Batch Billing
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6.1 Highlight Bill Segment Exceptions
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6.2 Highlight Bill Exceptions
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6.3 Identify Bill Segments in Error Status
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6.4 Create Bill Segment Exceptions To Do
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6.5 Evaluate and Investigate Error
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6.6 Resolve Error
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6.7 Update Data
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6.8 Request Complete To Do
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6.9 Complete To Do Entry
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7.0 Identify Bills in Error Status
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7.1 Create Bill Exceptions To Do
1.0 Search for Customer
Reference: Manage Deposit Charges Process Model - Page 1 for the associated business process diagram.
Actor/Role: CSR
Description: Upon receipt of request to Bill Account with Deposit the CSR or Authorized User accesses Control Central Search to locate the customer in CC&B.
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