Expire Non-Billed Budget Detailed Process Model Description

This section provides a detailed description of the “Expire Non-Billed Budget” business process, including:

w	1.1 Search for Customer

w	1.2 Review Customer/Account to Stop Non-Billed Budget

w	1.3 Initiate Break (Places Non-Billed Budget SA in Pending Stop)

w	1.4 Transition Non-Billed Budget to Pending Stop Status

w	1.5 Stop Non-Billed Budget

w	1.6 Distribute any Credit on NB Budget to Covered SAs

w	1.7 Distribute Any Credit Remaining to Overpayment SA

w	1.8 Allow for Review of Account for Collection

w	1.9 Create Customer Contact

w	2.0 Flag NBB SA to Indicate Canceled (Manually Stopped)

w	2.1 Synch Current Balance and Payoff Balance of Covered SAs for Monitored NBB

w	2.2 Remove Covered SAs Scheduled Payments from Non-Billed Budget

w	2.3 Synch Current Balance and Payoff Balance of Non-Billed Budget

w	2.4 Evaluate Account with Non-Billed Budget SA

w	2.5 Flag Non-Billed Budget SA to Indicate Broken

w	2.6 Evaluate Non-Billed Budget Expire Date

w	2.7 Create Letter for Non-Billed Budget Expire

w	2.8 Manage Customer Contacts

1.1 Search for Customer

Reference: Expire Non-Billed Budget Process Model - Page 1 for the associated business process diagram.

Actor/Role: CSR

Description: Upon receipt of request to stop Non Billed Budget Billing 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