ORACLE UTILITIES CUSTOMER CARE AND BILLING 2.X FUNCTIONALITY FOR IMPLEMENTERS The Oracle Utilities Customer Care and Billing Functionality for Implementers Boot Camp is an in-depth look at the core functionality of the Oracle Utilities Customer Care and Billing (CCB) product. Oracle Utilities Customer Care and Billing (CCB) handles every aspect of utility customer information: service connection, meter reads, rating, billing and more while also undertaking associated functions such as payment processing, collections, field service and meter management. The product evolves with business demands, minimizing cost and risk. It helps utilities in any market maximize revenue, create cost efficiencies and respond to market change. It scales from a few thousand to many millions of customers. Upgrades are quick and easy. As a result, Oracle Utilities Customer Care and Billing clients reliably meet market windows and regulatory deadlines while enjoying a low total cost of ownership and a high return on investment. What will we cover: This boot camp will teach participants how to configure all the basic elements of the Oracle Utilities Customer Care and Billing (CCB) infrastructure needed to: Set up and bill customers Accept payments Address complex functionality supporting a multitude of business scenarios. The boot camp focuses on in-depth knowledge of Persons, Accounts, Premises, Service Points, Fieldwork, Meter Management, Meter Reads, Billing, Rates, Payments, Adjustments and Service Agreements. In addition to the above focus areas, this boot camp also covers Statements, Deposits, Budgets, Batch Processing, To Do Lists, Sales and Marketing, Appointments, Financial Transactions, Credit & Collections and Case Management. The boot camp will also help participants to understand: How plug-ins (or algorithms) will allow an implementation to extend business rules in an upgradeable way How to introduce user-defined fields (i.e. characteristics) to the product. On completion of this boot camp, participants will have an understanding of the options available to implementers for configuring the product during an implementation. Learn To: Identify the functional areas within the system and list the steps needed to implement the system Understand the n-tier architecture and understand how characteristics can be used to introduce additional attributes to key objects in the system Add new customers, premises and service points Describe common characteristics of all batch jobs and submit batch processes Describe possible business process flows and use cases for campaigns, packages and orders with regards to Sales and Marketing Understand how and when the system creates financial transactions and how those financial transactions are interfaced to the general ledger. Add and approve manual adjustments, understand how the system creates adjustments and can transfer debt from one service agreement to 1
another Describe how the system determines an account s debt is overdue, creates and cancels a Collection Process (or Overdue Process) as well as how and when the system severs (or cuts) each Service Agreement and writes off debt Duration: 9 Days Note: The duration is intended for general reference. The boot camp instructor may recommend a different approach in rolling the class. Students are required to check the boot camp duration for the scheduled event they are interested in. Audience: Application Developers Developers System Analysts Architects Functional Implementers Technical Consultants Business Analysts System Administrators Prerequisite Training and Environment Requirements: This boot camp is for those requiring an in-depth understanding of the core functionality of the Oracle Utilities Customer Care and Billing (CCB) product. Participation in this boot camp assumes the participants: Understand basic relational database concepts such as table and column Understand basic concepts of an object and a financial transaction Have basic experience with an enterprise or web-enabled system Students must bring a laptop to connect to the network. Computer/Laptop Hardware CPU Preferably a Dual Core, at least 2 GHz USB Port 1 System memory Mouse 3 GB Use of touch pad is discourages as it slows down the class Software Operating system Windows XP or Windows 7 Pre-Installation Requirements Please note: Windows 10 is not yet supported or compatible. Students will be unable to access the training environment with Windows 10. Internet server Microsoft Internet Explorer (IE) 6 or higher. Set browser to default to IE. Other browsers (such as Mozilla, Safari, Opera, and Chrome) are not supported 2
Administrative Rights The student needs to have administrative rights on the machine to be able to disable or reconfigure any local firewall or CPU-intensive background processes, if necessary. VPN Client: A link with instruction will be sent to all registrants to pre-install the VPN client required to access the training environment. Network Requirements Wireless Network Adapter A wireless network adapter is required to access the training environment Agenda Topics: Day 1 Day 2 Oracle Utilities Customer Care and Billing Overview: o Identifying the functional areas of the system o Listing the steps needed to implement the system Control Central and User Interface Standards: o Finding a customer or premise using Control Central o Understanding the difference between the page and portal maintenance metaphors o Using Oracle Utilities Customer Care and Billing online help Metadata and Framework Overview: o Understanding the n-tier architecture o Understanding the difference between a maintenance object and a business object o Understanding how characteristics can be used to introduce additional attributes to key objects in the system o Understanding how plug-ins allow implementations to extend the business rules in an upgradeable way Day 3 Batch Processing: o Describing common characteristics of all batch jobs o Submitting batch processes Customer Information: o Describing the flexibility of the data structure in which customer information is stored o Adding new customers, premises and service points o Starting and stopping service for a customer Viewing and working on the entries in To Do lists Sales & Marketing: o Describing business process flows and use cases for campaigns, packages and orders with regards to Sales & Marketing o Basic Sales and Marketing configuration Device (Meter and Item) Management: o Adding new meters and items o Installing meters and items at a service point Field Work and Appointments: o Creating, dispatching and completing field orders and its 3
Day 4 o related field activities Creating and canceling appointments Day 5 Devices Inventory and Testing: o Adding new pieces of equipment into the system o Linking equipment to a service point, meter and badged Item o Creating a field activity to test a device and recording the test outcome o Creating field activities to test many devices o Viewing and working on meter inventory and location history collections Meter Reading: o Adding meter reads and understanding how estimated reads are generated Route Management and Field Activity Upload: o Understanding service cycles and routes Financial Transactions: o Understanding how and when the system creates Financial Transactions o Differentiating between current balance and payoff balance o Understanding how aged debt is calculated o Understanding how Financial Transactions are interfaced to the general ledger Day 6 Billing: o Adding bills, canceling and re-billing their Segments o Understanding the cyclical bill creation process o Understanding late payment charges o Understanding the bill print extract process Complex Statements: o Creating, scheduling and routing statements Rates: o Understanding the structure of a rate o Understanding how bill factors are used in rates o Understanding when charges are prorated Payments: o Adding, canceling and distributing payments o Adding real-time credit card payment authorization Day 7 Adjustments: o Adding and approving manual adjustments o Understanding how and when adjustments are automatically created o Understanding how adjustments are aged o Transferring debt from one service agreement to another Credit and Collections: o Understanding how an Account s debt is determined to be overdue o Creating and canceling a Collection Process / Overdue Process o Understanding how and when to severe / cut a Service Agreement and write off debt 4
o Setting up a payment arrangement for overdue debt Day 8 Day 9 Budgets: o Creation / cancellation of a budget and understanding the financial effect o Understanding how a budget amount is recommended for a customer o Understanding how and when the true-up process for a budget occurs Service Requests: o Understanding what happens when a service agreement is started and stopped o Stopping service for a customer Deposits: o Requesting a cash deposit o Understanding non-cash deposits o Understanding how interest for cash deposits are calculated and refunded o Understanding how deposits are refunded Loans: o Creation and adjusting of loans o Understanding the billing and monitoring of loans Premise Management: o Understanding how multiple premises can be managed using Premise Management Case Management: o Creation of Case Types and Cases Reports Note: The boot camp instructor may recommend a different approach in rolling the class. Students are required to check the boot camp agenda for the scheduled event they are interested in. Related training: Oracle Utilities Application Framework 4.x Configuration Tools Oracle Utilities Application Framework 4.x Technical Overview Oracle Utilities Customer Care and Billing 2.x Overview Contact Us: For more information about CC&B training available to Oracle Partners, visit competencycenter.oracle.com. 5
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