3 AIA4COM2 OrderToBill FunctionalTraining

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Siebel CRM Integration Pack for Oracle Communications Billing and Revenue Management: Order to BillMatthijs GrimbergenEMEA ConsultingFebruary 25nd, 2008

Application Integration Architecture 2.0 for Communications

EMEA Solution Architects Functional Training

Feb 25-27, 2008

Page 2

AIA 2.0 for Communications Order To BillObjectives

• Understand the context of the Order to Bill process• Understand the scope of the Order to Bill in context of AIA

2.0 PIPs• Understand the key integration sub-processes of the Order

to Bill business process• Understand the AIA 2.0 for Comms adopted methodology

for Order to Bill• Understand some of the key caveats, limitations and

constraints in the edge applications and the integration

Collect Cash

Ship Confirm

Enter and Configure Order Book Order

Returns

Price Order

ConfigureOrder Availability “Firm”

OrderPlan

Shipment

Release toWarehouse

GenerateShipping

Documents

ShipConfirm

RMAApproval

Order Department

Shipment Department

CaptureOrder

On-linepricing

• Any channel…• XML, EDI, iStore• Phone etc…• Single source!!!

• Options• Exclusivity• Guided Buying• Guided Selling

• Optimisation • Grouping rules• Carrier choice

• Bill of Lading• Packing Slip• Custom doc.

Invoice Customer

Auto CreateInvoice

• Pick Slip• Mobile Devices• Pick/Pack rules

• Manage returns

Carrier Pick Up

CarrierPick Up

Customer

• Carrier Notification• ASN to buyer

• Credit check• Firm order• Demand created

• Auto created• Freight Charge• Credit Notes

Auto

Vision Corporation

• Check ATP• Schedule Order• Reserve stock• Cust. feedback

• Confirms shipment• Mobile Device

• Coupons• Adv. Formulas• Free items

Analyse Performance

ManageProcessQuality

• Risk Indicators• Backorders• Fulfilment• Delivery quality

CashCollection

• Receive Cash

Business Flow Scenario: Order to Cash

ATP Check, Reserve Plan Shipment

Release Orderfor Picking

Order Department

Shipment Department

Customer

Vision Corporation

Communications

Collect Cash

Ship Confirm

Enter and Configure Order Book Order

Returns

Price Order

ConfigureOrder Availability “Firm”

OrderPlan

Shipment

Release toWarehouse

GenerateShipping

Documents

ShipConfirm

RMAApproval

CaptureOrder

On-linepricing

• Any channel…• XML, EDI, iStore• Phone etc…• Single source!!!

• Options• Exclusivity• Guided Buying• Guided Selling

• Optimisation • Grouping rules• Carrier choice

• Bill of Lading• Packing Slip• Custom doc.

Invoice Customer

Auto CreateInvoice

• Pick Slip• Mobile Devices• Pick/Pack rules

• Manage returns

Carrier Pick Up

CarrierPick Up

• Carrier Notification• ASN to buyer

• Credit check• Firm order• Demand created

• Auto created• Freight Charge• Credit Notes

Auto

• Check ATP• Schedule Order• Reserve stock• Cust. feedback

• Confirms shipment• Mobile Device

• Coupons• Adv. Formulas• Free items

Analyse Performance

ManageProcessQuality

• Risk Indicators• Backorders• Fulfilment• Delivery quality

CashCollection

• Receive Cash

Business Flow Scenario: Order to Cash

ATP Check, Reserve Plan Shipment

Release Orderfor Picking

Reconfiguration / Business Rules

Precheck / Resource

Reservation X

X X XProvisioning / Activation

X

RecurringBilling

Call DetailAnalysis

Page 5

Telco Order to BillSi

ebel

C

RM

eBus

ines

s Su

iteSe

rvic

e Fu

lfillm

ent

Serv

ice

Del

iver

y Pl

atfo

rm

Bill

ing

and

Rev

enue

Mgn

t

Customer Call

Capture & Configure

Order

Credit Check

Submit Order

Decompose / Orchestrate

service Orders

Create Billing Account

Activate Services

Start Billing Rate & Bill Usage

Acquire Merchandise Use Service

Trigger RatingCreate IP Service

Update Order Status

Merchandise Availibility

Pick/Ship Merchandise

Post Accounting

Validate Order

Network Resource Availibility

http://www.metasolv.com/MSLV/CDA/General/Homepage.aspx

Page 6

AIA 2.0 for Communications Order To Bill PIPAgenda

• Order to Bill Overview • Process Integration for Product Lifecycle Management• Process Integration for Order Management• Summary and Business Benefits• Q & A

Page 7

Order to BillBusiness Process Steps

Design Products & Bundles1.2.1.5 Product & Offer

Development & Retirement

Setup Products & Tariffs BRM

Setup Service & Marketing Bundles CRM

1.1.1.1.11 Manage Product

Offering Inventory

Create & Configure Order CRM

Submit Order CRM

1.1.1.5 Order

Handling

Enter Account & Hierarchy CRM1.1.1.1.10 Manage Customer Inventory

Run Billing Cycle BRM1.1.1.10 Bill Invoice Management

Page 8

Order to BilleTOM Processes

Page 9

Lack of integrated order to bill process leads to…

• Longer time to market for new products and services• Error prone orders due to manual order hand-offs• Product/offer inconsistencies due to manual entry errors• Delays in service activation and billing initiation• Inability to recognize revenue due to slow order processing• No single view of your customers• Dissatisfied customers… Greater customer churn

Page 10

Siebel Call Center

Customer Order Management

Billing ManagementSales Catalog

Oracle Financials

General Ledger

Oracle Billing and Revenue Management

Billing and Invoicing

Balance TrackingRatingR

even

ue

Man

agem

ent

Cus

tom

er a

nd

Pro

duct

M

anag

emen

t

Financial M

anagement

1.Siebel CRM to Oracle BRM enabling Order to Bill

2.Siebel CRM to Oracle BRM enabling Agent Assisted Billing Care

3.Oracle BRM to E-Business Suite enabling Revenue Accounting

Products and Discounts

Application Integration Architecture 2.0for Communications - Order to Bill

Page 11

AIA 2.0 for CommsOrder To Bill PIP Overview

The Order To Bill Integration Pack provides three process integrations

Processes Enabled Overview1. Process Integration for Product

Lifecycle ManagementOracle BRM Siebel CRM

• Synchronizes billing products and discounts from Oracle BRM to Siebel CRM

2. Process Integration for Order ManagementSiebel CRM Oracle BRM

• Automates order processing between Siebel CRM and Oracle BRM

3. Process Integration for Customer ManagementSiebel CRM Oracle BRM

• Synchronizes customer data between Siebel CRM and Oracle BRM

Page 12

AIA 2.0 for Comms - Order To BillIntegration Architecture

RequestorParticipatingApplication

functional processes Provider

ParticipatingApplication

functional processesCross

functional processes

RequestorABC

serviceEBS

ProviderABC

service

ABM ABMEBM

EBM EBM

• ABCS WSDL Interface• Routing• ABCS Implementation

• Optional Adapters• Validation• Transformation• Error Handling• Security

• Provider WSDL Interface• Routing • ABCS Implementation

• Optional Adapters• Validation• Transformation• Error Handling• Security

• EBS WSDL Interface• Routing• EBS Implementation

• Optional Processes• Validation• Transformation• Error Handling• Security

Page 13


AIA 2.0 for Comms Order to Bill Process Integration for Product Lifecycle Management

Page 14

• Contract Commitment and Penalty

• Bundle Upgrade• Bundle pricing• Early Termination Charges with

Proration• Contract based pricing

Wireless Bundle (one-year contract)

•Wireless Main Line Service •Wireless Add-On Service•Early Termination Charge: $120, prorate linearly over 12 months

Define MarketingBundles

• Product selling rules• Eligibility rules• Up-sell/Cross-sell reco• Bundled Pricing• Attribute Adjustment• Discount Matrices for

segmentized pricing

Define ServiceBundles

Wireless Add-On Service•Add-on Line Monthly($10/mon)

•Call Waiting ($5/mon)

Wireless Main Line Service•Main Line1000 ($50/mon)

• Activation ($60)•Call Waiting ($5/mon)•50% Discount on first 3 months

• Decompose products w/ multiple price types

• Construct billing bundles• Update Price List Line

Items

CRM Products:CP: Main Line 1000 ($50/mon)• SP: Activation ($60) SP: Add-on Line ($10/mon)SP: Call Waiting ($5/mon)SP: 50% Discount on first 3

months

SynchronizeProducts & Price Lists

Concept to Launch ProcessAIA 2.0 Adopted Methodology

SynchronizeProducts & Price List

• Rates and Rate Tiers• Currency and non-currency

resources• Product charging rules• Discounts• Discount exclusion rules

Billing Products:•Main Line 1000 (activation $60, monthly $50, 1000 Anytime Mins, usage $0.40/min)

•Add-on Line (monthly $10)•Call Waiting (monthly $5)•Discount: 50% Discount for first 3 mnths on mnthly charge

Define Billing Products

Oracle BRM Siebel CRM

Page 15

Event Type

Product

Event

Rate Plan

Balance Impact

Service Type

Deal

Plan

Discount Resource

Balance Group Rule

Price List

Price Line/Type (1..N) (1..N)

Product Product

Price List

Line (1..N)

Sync-edNot Sync-edLegend:

Portal Pricing (Billing) EBO Siebel (CRM)

Process Integration for Product Lifecycle ManagementData Model

Page 16

BRM to Siebel Basic Entity Mapping

Page 17

Process Integration for Product Lifecycle ManagementFeatures

• Products and Discounts Synchronizationo Real-timeo Batch

• Optimized Products Synchronization• Product Definition Methodology and Best Practices

Page 18

Product Launch Methodology & Process Flow Products and Discounts Real-time Synchronization

• Starts by defining Products and Discounts in Oracle BRM

• Products and Discounts are either committed one at a time or saved and then committed in sets

• Products and Discounts are synchronized to Siebel instantly when they are committed in Oracle BRM.

• Updates to the Products and Discounts follow the same process

Page 19

Product Launch Methodology & Process Flow Products and Discounts Batch Synchronization

• Starts by disabling the BRM real-time product sync event

• Like the real-time sync process, continue by defining Products and Discounts in Oracle BRM

• Products and Discounts are either committed one at a time or saved and then committed in sets

• When done with a batch run the batch utility (pin_export_price <parameters>) to sync the required set of Products and Discounts from BRM to Siebel

• Updates to the Products and Discounts follow the same process

Page 20

Products and Discounts Synchronization Real-time vs Batch

Note: The Product structure and the attributes are similar for both the processes

Criteria Real-time Sync Batch Sync

Initiation Step Commit to BRM Database

Run batch utility

Synchronization Process

Instantaneous Delayed

No of products synchronized

Usually one Ten or more

Usability New products and Updates

Initial Loading

Real-time event enabled

Yes No

Page 21

Oracle BRM

ProductsWireless Main Line 1000

MCF - $30

Wireless Main Line 2000 MCF - $50 Monthly 50 Mins Free

Wireless Activation Activation - $20

Wireless Usage Usage - $0.40 c/m

Internet Activation - $10

MCF - $20 Usage - $.50 c/m

DiscountsWireless Free Mins Discount50% Off - First 3 Months

Siebel CRM

Process Integration for Product Lifecycle ManagementAn Example

Page 22

Oracle BRM


MCF - $30





MCF - $20 Usage - $.50 c/m


Siebel CRM

Wireless Main Line 1000 – $30 Wireless Main Line 2000 -$50Wireless Activation - $20Wireless Usage Wireless Free Mins Discount50% Off - First 3 Months

CP: Internet Internet – Activation - $10 Internet – MCF - $20

Created by Product Sync

• Products mapped to single events are synched as Simple Products.

• Products mapped to multiple events are synched as Complex Products (CP)

• None currency resources aren’t synced

Process Integration for Product Lifecycle ManagementAn Example

Page 23

Ora

cle

BR

MF

MW

ES

BF

MW

FM

WS

iebe

l CR

M

PortalSynchronize DiscountABCS

SynchronizeItemEBS

SynchronizePriceListEBS

SiebelSynchronizeProductABCS

SiebelSynchronizePricelistABCS

Siebel Synchronize Product WS

Siebel Synchronize

PriceList WS

Create/Update Discount with Single

event

DiscountABM

ItemEBMPriceListEBM

ItemEBM PriceListEBM

ProductABM PriceListABM

Create/Update Product with Single

event

PortalSynchronize ProductABCS

ItemEBM

ProductABM

SiebelBOMABO

Process Integration for Product Lifecycle ManagementEnterprise Business Services

• Based on two Enterprise Business Services (EBS)

• Synchronize Itemproduct/discount synchronization

• Synchronize PriceListpricelist synchronization

Page 25

Process Integration for Product Lifecycle Management Optimized Product Synchronization

• Creates optimized product structure in Siebel CRM for products with multiple billable events

o Charges for the recurring event are merged into the complex product (CP) limits overhead in Siebel for multi-event products

• Implementation provided for Real-time and Batch Synchronization

• Enabled by changing ESB routing rules

Page 26

Oracle BRM


MCF - $30





MCF - $20 Usage - $.50 c/m


Siebel CRMDefault Sync




Siebel CRMOptimized Sync


CP: Internet – MCF - $20 Internet – Activation - $10

• Reduces number of products in CRM

• Requires a simple configuration

Process Integration for Product Lifecycle ManagementDefault vis-à-vis Optimized Product Sync

Page 28

•Guidelines for defining service bundles and Promotions– using synchronized billing products from Oracle BRM

•Guidelines for handling the following– Discounts– Physical Goods– One-time charges– Penalties

Process Integration for Product Lifecycle Management Methodology and Best Practices

Page 29

Process Integration for Product Lifecycle ManagementMethodology Example

Oracle BRM


MCF - $30





MCF - $20 Usage - $.50 c/m


Siebel CRM




• Products mapped to single events are synched as Simple Products.

• Products mapped to multiple events are synched as Complex Products (CP)

• None currency resources aren’t synced

Page 30

Oracle BRM


MCF - $30





MCF - $20 Usage - $.50 c/m


Siebel CRM

Service Bundle – 1

CP: Wireless Main Line Service Wireless Main Line 1000 – $30 Wireless Main Line 2000 - $50 Wireless Activation - $20 Wireless Usage Wireless Free Mins Discount 50% Off - First 3 Months

Service Bundle – 2

CP: Internet Access Service CP: Internet Internet – Activation - $10 Internet – MCF - $20

Created by Product SyncManually created

Service bundles –• Combine required and

optional products for easy (re-)configuration of features

• Are manually created by the Product Admin.

• include synched simple and/or complex products

• Need to have Billing Type set (“Service Bundle”) and Billing Service Type set (eg: service/telco/gsm/telephony, /service/ip, /account etc.)

Process Integration for Product Lifecycle Management Service Bundle Example

Page 31

Oracle BRM


MCF - $30





MCF - $20 Usage - $.50 c/m


Siebel CRM

Promotion 1

Wireless Promotion 1000 w/Internet Access

CP: Wireless Main Line Service Wireless Main Line 1000 – $30 Wireless Activation - $20 Wireless Usage Wireless Free Mins Discount


Service bundles and Promotions are manually created

Siebel CRM

Promotion 2

Wireless Promotion 2000 w/Internet Access

CP: Wireless Main Line Service Wireless Main Line 2000 - $50 Wireless Activation - $20 Wireless Usage Wireless Free Mins Discount


Service bundles and Promotions are manually created

Process Integration for Product Lifecycle Management Marketing Bundle Example

Page 32

Process Integration for Product Lifecycle ManagementAssumptions and Constraints

1. Only identified BRM entities are synchronized to CRM out-of-the-box2. Discount Sharing Groups are not supported out-of-the-box in this release.3. Physical goods synch and returns are not supported out-of-the-box in this release.4. No out-of-the-box support for multiple brands within a single instance of BRM.5. All component products within a service bundle reference products from the same

billing system.6. Penalty Products: A default penalty product is defined within Siebel suspend

workflow process. The Siebel CRM administrator has to manually update the price of the penalty product for the service. Alternatively, if the penalty product is synchronized from Oracle BRM, then the Siebel CRM administrator has to manually update the default Product Id with the new Product Id. The update is done at the workflow process level.

7. Creation or updates to billing products and billing discounts occur in Oracle BRM. The synchronization of billing products and billing discounts are one way. Billing products created or updated in Siebel CRM will not be synchronized to Oracle BRM.

8. All of the billing products created via this integration must belong to one default price list in Siebel CRM. Identify the price list in Siebel (or create one). The price list information is set in the AIAConfigurationProperties.xml configuration file.

Page 33

• Product & price synchronization between BRM and CRM

• Real-time Synchronization• Batch Synchronization

• Optimized Product synchronization• Product Definition Methodology

The Process Integration for Life Cycle Management delivered with the Comms Order to Bill PIP automates product and price synchronization

Key Business BenefitsKey Features

• Rapidly define, launch and offer differentiated products

• Maintaining consistent Product data across multiple applications

• Agnostic of Edge application upgrades lowering support and maintenance costs

• Lower cost of deployment, maintenance and business operations

Process Integration for Product Lifecycle Management Key Features and Business Benefits

Page 34


AIA 2.0 for Comms Order to Bill Process Integration for Order Management

Page 35

Status Update & Interface to Assets

• Create or Update Assets• Ready for Asset Based

Ordering

• Create Customer Data • Create/Update Service

Instances, Purchase Products & Discounts

• Communicate Price overrides, penalties and one-time charges

• Transform CRM Sales Order to EBO Sales Order

• Hand over to Order De-composition and Orchestration

Order to BillAIA 2.0 Adopted Methodology

• Query Existing or Create New Customer

• Select/Configure Products• Apply Promotion Constraints and

Recommendations• Validate and Submit the Sales Order

Oracle BRMSiebel CRM Siebel CRM

Wireless Add-On Service•Add-on Line Monthly($10/mon)

•Call Waiting ($5/mon)

Wireless Main Line Service•Main Line1000 ($50/mon)

• Activation ($60)•Call Waiting ($5/mon)•50% Discount on first 3 months

Wireless Bundle (one-year contract)

•Wireless Main Line Service •Wireless Add-On Service•Early Termination Charge: $120, prorate linearly over 12 months

Billing Products:•Main Line 1000 (<price overrides>)

•Add-on Line (<price overrides>)

•Call Waiting (<price overrides>) Wireless Add-On Service

•Add-on Line Monthly (Complete)

•Call Waiting (Complete)

Wireless Main Line Service•Main Line1000 (Complete)

• Activation (Complete)•Call Waiting (Complete)

Update Status, Interface to

Assets

Interface to Billing

Process Order

Capture & Validate Order

Page 36

Basic Entity MappingOrder to Bill

Siebel Entity EBO Portal Entity

AccountBilling ProfileAddress

Customer Party AccountBill InfoPay InfoBalance Group

Order HeaderOrder Lines

Order

Installed Asset Service InstancePurchased ProductPurchased Discount

Page 38

Process Integration For Order ManagementCapture Order

Capture order in Siebel CRM and submit for processing

Page 39

Process Integration for Order ManagementIntegration Scenario & Components

Integrated Order Management

FMW

FMW

Porta

lFM

WFM

WFM

WSi

ebel Submit Order

Event

Order Decomposition and Orchestration

.InterfaceOrderToBilling**

. SiebelProcess

OrderABCS

PortalProcessBillingOrder

ABCS

SiebelUpdateOrderLineStatus

ABCS

OrderEBM

Legend

CustomerPartyEBS.CreateCustomer

PortalCreateCustomerABCS

SiebelGetCustomerABCS

Services delivered as part of Customer Management Process Integration

Services delivered as part of Order Management Process Integration

OrderABM

Create Account API Various Service Mgmt APIS

Customer EBM

OrderABMCustomerABM

Order Update APIs

OrderABM

GetCustomerAPIS

Customer EBM

Customer ABM

SalesOrderOrchestrationEBS.Process

OrderEBM

Ship ProvisionOrderEBM

OrderEBM

Delivered as part PIP

InterfaceCustomer

ToBillingEBF

Customer EBM

Bill Close

SalesOrderEBS.UpdateOrder

LineStatus

OrderABM


ABCS

OrderEBM

Order Update APIs

Shipping Status Update

Billing Status Update

Provisioning Status Update

Complete

Order Update APIs


ABCS


LineStatus

OrderEBM

OrderABM

InterfaceOrderToCustomerEBF

CustomerPartyEBS.QueryCustomer

Customer EBM

Sync Customer

OrderEBM OrderEBM

** - This is an operation on SalesOrderOrchestrationEBS


LineStatus

Page 40

Process Integration for Order ManagementFeatures

• Submit a new or MACD Siebel Order for processing

• Create Customer data in Oracle BRM

• Interface a new or MACD Order to Oracle BRM

• Update Order Line status in Siebel CRM

• Create or Update CRM Installed Assets from Order

Integrated Order Management

FM

WF

MW

Po

rta

lF

MW

FM

WF

MW

Sie

bel Submit Order

Event


.InterfaceOrderToBilling**

. SiebelProcess

OrderABCS

PortalProcessBillingOrder

ABCS


ABCS

OrderEBM

Legend




Services delivered as part of Customer Management Process Integration

Services delivered as part of Order Management Process Integration

OrderABM

Create Account API Various Service Mgmt APIS

Customer EBM

OrderABMCustomerABM

Order Update APIs

OrderABM

GetCustomerAPIS

Customer EBM

Customer ABM


OrderEBM

Ship ProvisionOrderEBM

OrderEBM

Delivered as part PIP

InterfaceCustomer

ToBillingEBF

Customer EBM

Bill Close


LineStatus

OrderABM


ABCS

OrderEBM

Order Update APIs

Shipping Status Update

Billing Status Update

Provisioning Status Update

Complete

Order Update APIs


ABCS


LineStatus

OrderEBM

OrderABM

InterfaceOrderToCustomerEBF


Customer EBM

Sync Customer

OrderEBM OrderEBM

** - This is an operation on SalesOrderOrchestrationEBS


LineStatus

Page 41

Process Integration For Order ManagementSubmit Order For Processing

Submit Siebel Order For Processing

FM

WF

MW

FM

WS

ieb

el

Submit Order


2. SiebelProcess

OrderABCS


Ship Provision

OrderEBM

OrderEBM

Bill CloseCompleteSync Customer

OrderABM

• What does it do?

• Transforms the Siebel Order message into an Order EBM • Hands over to order decomposition and order orchestration

• Services provided

• Siebel ProcessOrderABCS for transformation• SalesOrderOrchestrationEBS. process is configured (via ESB routing) to call your Order Decomposition and Orchestration service

Page 42

Process Integration For Order ManagementKey Order Transformations

Siebel Order

1. Wireless Promotion 1000 w/ Internet Access

2. CP: Wireless Main Line Service “Service Bundle“3. Wireless Main Line 1000 - $304. Wireless Activation - $205. Wireless Usage6. Wireless Free Mins Discount 7. CP: Internet Service “Service Bundle”8. CP: Internet 9. Internet – MCF - $2010. Internet – Activation - $10

Order EBO

1. Wireless Promotion 1000 w/ Internet Access

2. CP: Wireless Main Line Service “Service Bundle“3. Wireless Main Line 1000 - $304. Wireless Activation - $205. Wireless Usage6. Wireless Free Mins Discount 7. CP: Internet Service “Service Bundle”8. Internet – Recurring $20 - OneTime $10

Siebel ProcessOrderABCS converts CP order lines for a multi-event product into a single EBO Order Line with multiple charge types.

Page 43

Process Integration For Order ManagementCreate Customer Data


• Collates customer information from order and creates account, contacts, addresses, payment and billing preferences in Oracle BRM

• Services provided –

• InterfaceOrderToCustomerEBF for collation

• InterfaceCustomerToBillingEBF for customer creation

Interface Customer Data to Billing

FM

WF

MW

Por

tal

FM

WS

iebe

lF

MW

Order De-composition and Orchestration …...…..…………

.

InterfaceCustomerToBillingEBF



Customer Mgmt APIs

CustomerEBM

InterfaceOrderToCustomer

EBF

OrderEBM

Sync Customer



Customer ABM

Customer EBM

GetCustomerAPIS

CustomerEBM

Customer ABM

Page 44

Process Integration For Order ManagementCreate Customer Data

• Customer creation services are part of the Process Integration for Customer Management.

• These services query Customer information from Siebel CRM and create the following data in Oracle BRM:

• Account • Address • Contact • Bill-info • Pay-info

Interface Customer Data to Billing

FM

WF

MW

Por

tal

FM

WS

iebe

lF

MW

Order De-composition and Orchestration …...…..…………

.

InterfaceCustomerToBillingEBF



Customer Mgmt APIs

CustomerEBM

InterfaceOrderToCustomer

EBF

OrderEBM

Sync Customer



Customer ABM

Customer EBM

GetCustomerAPIS

CustomerEBM

Customer ABM

Page 45

Interfacing Order to Billing

FM

WF

MW

Po

rtal

FM

W PortalProcessBillingOrder

ABCS

InterfaceOrderToBilling

**

OrderEBM

Service Mgmt APIS

OrderABM

Order De-composition and Orchestration …...…..…………. ……………..Bill Line(s)

OrderEBM

LEGEND - ** this is an operation in SalesOrderOrchestrationEBS

Process Integration For Order ManagementInterface Order to Billing

• What does it do? • Creates or updates service instances,

balance groups, purchased product and discount instances in Oracle BRM

• Communicates the following to Oracle BRM

o pricing information such as price overrides, discounts, one-time and penalty charges

o Communicates service identifiers and changes to it (eg: Phone Number for land-based or wireless phone service, login for IP service)

Page 46


FM

WF

MW

Po

rta

lF

MW Portal

ProcessBillingOrderABCS


**

OrderEBM

Service Mgmt APIS

OrderABM


OrderEBM


Process Integration For Order Management Interface Order To Billing

• AIA Configuration file property controls Balance Group creation in Oracle BRM

• Default account level balance group is used for all services under the account

OR• Explicit balance groups are created for

unique combination of promotion and billing profile.

Note – Balance groups allow services within the group to share resources such as free minutes.

Page 47


FM

WF

MW

Po

rta

lF

MW Portal

ProcessBillingOrderABCS


**

OrderEBM

Service Mgmt APIS

OrderABM


OrderEBM


Process Integration For Order Management Interface Order To Billing

• MACD actions supported• ADD• DELETE• UPDATE

o Service Account, Billing Account, Billing Profile, Service ID, Price

• SUSPEND• RESUME• MOVE-ADD and MOVE-DELETE

o To support service transfers

Page 48


FM

WF

MW

Po

rtal

FM

W PortalProcessBillingOrder

ABCS


**

OrderEBM

Service Mgmt APIS

OrderABM


OrderEBM


Process Integration For Order ManagementInterface Order to Billing

• Services provided

• The order orchestration process can call the enterprise service SalesOrderOrchestrationEBS to interface an order to billing

• PortalProcess BillingOrderABCS to interface the order to Oracle BRM

Page 49

Process Integration For Order Management Status Update


• Update order line status in Siebel CRM

• Services provided –

• SalesOrderEBS – callable by an order orchestration process to update order line status

• Siebel UpdateOrderLineStatusABCS to update order line status in Siebel CRM

Order Line(s) Status Update

FM

WF

MW

Sie

bel

FM

W

SalesOrderEBS.UpdateOrderLineStatus

OrderEBM

Siebel UpdateOrderLineStatus

ABCS

SetOrderLineStatus API

OrderABM

Order De-composition and Orchestration ………………… ……...………….

OrderEBM

Update Line(s) Status

Page 50

Process Integration For Order ManagementStatus Update

Order line status changes as order is processed

Page 51

Process Integration For Order ManagementInterface to CRM Assets

• The integration relies on Siebel CRM functionality to create installed assets from orders

• Once order line status changes to ‘Complete’

• Siebel can be configured to trigger auto-asset automatically

Or• Siebel auto-asset can be triggered

manually

Note – The order orchestration process sets order line status to “Complete”.

Triggering Asset Creation in Siebel

FM

WF

MW

Sie

be

lF

MW

SalesOrderEBS.UpdateOrderLineStatus

OrderEBM

Siebel UpdateOrderLineStatus

ABCS

SetOrderLineStatus API

OrderABM

Order De-composition and Orchestration ………………… ……...………….

OrderEBM

Update Line(s) Status to ‘Complete’

Siebel is configured to trigger Auto Asset once Order Line status is set

to ‘Complete’

Page 52

Participating Application EnhancementsCommunications Order to Bill

• Siebel Application Enhancements• Support for multiple billing profiles per account• Support for multiple balance groups, balances and details for an

account• New web services for accounts, contacts, billing profiles, import of

product definitions, etc.• Enhanced integration support for one-time charges, order history

tracking, and move scenarios• Oracle Communications BRM Enhancements

• Batch export utility for products and discounts already defined in BRM

• New and modified APIs to support integrated order management process

• New J2EE Connector Architecture (JCA) based Adaptor to increase the performance and usability of CRM integration services

• Web Services Description Language (WSDL) for each supported operation

Page 53

Process Integration For Order ManagementAssumptions and Constraints – additional from Prod Mgmt

1. Order quantity on service bundles is 1 – not prohibited, but no special handling is provided

2. The service account, billing account & billing profile are the same for all lines of a service bundle

3. The integration assumes that a service bundle are root CP line items on an order and can’t be nested

4. Balance group membership is determined and fixed when the service instance is created in Oracle BRM

5. Siebel CRM is the source system for both orders and installed assets.6. Asset status in Siebel CRM will be out of sync with service instance status in Oracle

BRM if service instance status is changed as a result of Collections processing7. No support for revision orders.8. Follow-on orders should only get interfaced into billing after original order assets are

created in Siebel9. Order lines that need to be sent to different billing systems will have different

billing profiles.10. Interfacing an order to billing activates billing. Any billing activation pre-requesits

must have been managed and met through orchestration.

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• Process sales order• Create customer data in billing• Initiate billing on fulfilled services• Update order line status• Create and update CRM assets

The Process Integration for Order Management delivered with the Comms Order to Bill PIP automates the order management process between Siebel CRM and Oracle BRM.

Key Business BenefitsKey Features

Process Integration For Order ManagementSummary and Benefits

• Reduced errors through zero touch integrated order management

• Cross-application data consistency and accuracy through pre-built process integration and automated billing provisioning

• Lowered cost with pre-built, standards based integration between Siebel CRM and Oracle BRM

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Q & A

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