Manage Payment Arrangement Charges Detailed Process Model Description

4.2.2.12 Manage Payment Arrangement Charges : Manage Payment Arrangement Charges Detailed Process Model Description

Manage Payment Arrangement Charges Detailed Process Model Description

This section provides a detailed description of the “Manage Payment Arrangement Charges” business process, including:

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1.0 Search for Customer

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1.1 Evaluate Eligibility for Payment Arrangement Bill

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1.2 Enter Specific Data for Payment Arrangement Bill Segments

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1.3 Request Generate Payment Arrangement Bill Segments

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1.4Determine Bill Period

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1.5 Stop Payment Arrangement SAs

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1.6 Mark Bill Segments as Closing

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1.7 Calculate Prorated Payment Arrangement Bill Segment Amt and Create Bill Segments

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1.8 Calculate Bill Segment Amount and Create Bill Segments

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1.9 Create Financial Transactions

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2.0.1 Format Online Presentation

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2.0 Review Bill Segments

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2.1 Request Changes for Recalculation of Payment Arrangement Bill

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2.2 Update Information

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2.3 Request Delete Bill

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2.4 Delete Bill

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2.5 Request Delete Specific Bill Segments

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2.6 Delete Bill Segments

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2.7 Request Freeze Bill Segments

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2.8 Freeze Bill Segments

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2.9 Request Re-Bill Bill Segments

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3.0 Update Bill Segments to Pending Cancel and Create New Bill Segments

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3.1 Request Undo ReBill Bill Segments

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3.2 Delete New Segments and Return Original Bill Segments to Frozen

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3.3 Request Cancel Frozen Bill Segments

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3.4 Update Bill Segments to Pending Cancel

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3.5 Request Undo Cancel Bill Segments

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3.6 Return Original Bill Segments to Frozen

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3.7 Request Finalize Cancel Bill Segments

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3.8 Update Bill Segments to Canceled

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3.9 Request Add Bill Messages

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4.0 Add Bill Messages

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4.1 Request Complete Bill

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4.2 Create Bill Message

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4.3 Create Bill Messages Based on Configuration

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4.4 Add Adjustments, Payments, and Bill Corrections to Affect Bill Amount

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4.5 Determine Due Date, Late Payment Charge Date, and Credit Review Date

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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 Production

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5.6 Produce Formatted 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 Payment Arrangement Charges Process Model - Page 1 for the associated business process diagram.

Actor/Role: CSR

Description: Upon receipt of request to bill a Payment Arrangement, the CSR or Authorized User locates the customer in CC&B using Control Central Search. When a customer is selected, the CSR or Authorized User is automatically transferred to Control Central - Account Information refreshed with the selected customer's data.

Available Algorithms

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Installation Options - PERS-INFO-LF Person Information, Installation Options

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NMFM-VALFMT - Person Name Validation

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Installation Options - Control Central Alert Algorithms

Entities to Configure

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Installation Options