Hdap Acct Services Billing

March 2007 – Vocalocity Confidential

HDAP: Accounts, Services, Billing

Conte nts

Accounts Services Account Services Account Service lifecycle Relationship with Devices Rates & Rate Sheets Billing Process

© Vocalocity 2007. Confidential.

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Accounts •

What is an Account?

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An Account is the container that holds all of a customer’s purchased services that are billed together. Accounts contain users, services and device kits.

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Accounts can have parent & children accounts, thus creating a hierarchy

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The Vocalocity Administrative Account is at the top of the Account hierarchy

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Account Types: • Standard • Reseller – What is it? • A reseller acts as a sales agent and sells the Vocalocity branded services • White Label – What is it? • A White labeler sells our services under their own branding • Customers may receive bills prepared by WL based © Vocalocity 2007. Confidential. on data we supply, or may receive bills prepared by

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Account Statuses & Lifecycle

Account Statuses: Pending • – Not yet Active perhaps because Credit card not yet received or authorized Active • – Services are active and usable Suspended • – For non-payment or other reasons Canceled • – Account has been Canceled (Terminated) but data still exists in database

© Vocalocity 2007. Confidential.

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Services •

What is a Service?

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A Service is an atomic product feature that has a rate plan and can be billed

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Examples of services • Metered Extension • Unlimited Extension • Call Queue • Call Group • Fax • Conference Bridge A Service may be provided by a Device Kit Some services are not associated with any Device Kit Services can have a one-time, monthly and calling plan rates associated with them A Service is only available for sale during an effective period, and if it is marked as “available for sale” A Service, once purchased, becomes an Account-Service

© Vocalocity 2007. Confidential.

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Data Model – Accounts, Services, Phones Accounts Table: One row for each customer Account in the

system, plus one for the Vocalocity Corporate Office PBX and one for the Vocalocity HDAP Admin Account Services: One row for every service that has ever been sold, being sold or set up to be sold. Phones Table: One row for each distinct phone model that we sell; contains list price Phone Plan Xref: Is an Exceptions table; overrides default behavior • By default every combination of extension plan and phone is supported • But if a row is present in this table with fl_not_supported set to true then that combination is not supported • If discounted price or percent is present then that applies to the phone list price  Thus the same phone can be offered at different prices with different plans Account-Services: One row for every service that has been sold/provisioned Account-service carries the ID of the actual device kit • 2007.Each © Vocalocity Confidential.

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Rates, Rate Sheets, Tiers & Modifiers Flat Rates/Fees • • • •

One time fees Monthly fees Early Termination Phone charges

Metered Rates/Fees

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per minute per destination per minute

Tiers

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We can support a tiered rate structure where you can get a lower rate for larger volume of usage Tiers can be supported with One time fees, Monthly fees as well as Metered rates, including destination-based rates

All Rates can be discounted through Modifiers

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Modifiers can be applied at the Service or Account-Service level Modifiers apply during an effective period If a flat price modifier exists, it will be used; if not a percent discount will be used if present

© Vocalocity 2007. Confidential.

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Call Logs & the Billing process At the end of each call, logs are written to file as well as a JMS Queue

A Message Driven Bean reads the queue and loads the data into the Raw Usage table in the database The Batch Billing process runs once every night and processes that days Billing Cycle Billing Cycles: • 1 through 27: will run on the respective day of the month • On the last day of the month, all remaining billing cycles for the month will be run Billing process will calculate the monthly flat fees for the upcoming Billing Period (month) and add up the metered charges for the prior month’s usage Any volume tiered rates that need to follow the apply-all methodology will also be processed The final calculated amount will be charged on the customer’s credit card and an email confirmation sent Rating Types are Basic, Corporate Monthly Corporate Minute and Corporate Monthly Individual Per Minute © Vocalocity 2007. Confidential.

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The Difficult we do immediately…. …the Impossible takes just a bit longer……..

Thank you !

© Vocalocity 2007. Confidential.

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