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Frameworx Application: Balance Management

Category: (2) TAM Application Type

Application Identifier: 5.19.2

Maturity Level: 4

Overview

The Balance Management applications are responsible for activities related to the creation and maintenance of the balances of a customer and/or a subscriber.  Balances may be shared (e.g. between subscribers in a hierarchy). Balance can be managed at most granule level for example at the level of subscription.
These processes will be required to support both batch and real-time processing.
Types of balances include:
• Monetary balances
o Prepaid balances
o Postpaid balances
Non-monetary balances (e.g. free minutes, WAP-only quota, tokens, etc.)

Functionality

The balance management applications will support the definition of policies per balance or balance type. Policies include:
• Minimum Allowable Balance limit (e.g. balance must remain above zero). There could be more possibilities for business customer and it will be driven through policy and rule.
• Balance expiration dates.
• Balance thresholds actions and notifications. It should support granule level of balance threshold management where balance can be managed at customer subscribed service level.
• Roll-over and cyclic policies.
Balance management operations include:
• Unit reservation from a balance for a specified interval (session). Unused units are credited back into the balance when the session is released.
• Release of reserved unit
• Balance prioritization based on policy/rules
• Balance inquiry.
• Support for multiple simultaneous sessions that affect a common balance.
• Replenishment (top-up, recharge) of prepaid balances from postpaid accounts (e.g. credit card or credit balance).
• Enforcement of spending-limits and credit-control for postpaid balances. Notification and action on credit-limit based on policies/rule which could vary from customer to customer.
• Splitting charges between multiple balances.
• Notifications upon balances reaching a configured threshold (e.g. spending limit support).
• Credit and debit operations resulting from application of a value calculated by Charge Calculation processes.
• Application of a payment to a balance.
Communication of balance information to the financial systems (e.g. General Ledger, Accounts Receivable) within the enterprise.

Supported Business Services

Exposed Contracts

Balance replenishment - Allow the use of various payments to affect a balance means including vouchers, e-Transaction, Direct debit, Credit card or any other form of payment.   The contract may be used by many channels:  self-service via an IVR system, SMS/USSD, ATM, a web application, or with CSR assistance.

Balance consumption – Allow various processes to reduce a balance.

Balance creation – Establish a new balance for a customer.

Balance inquiry.

Balance adjustments.

Service-consumption reservation and authorization-authorizes the request coming from the service-controller based on the customer and subscriber eligibility for the service (e.g. based on customer-hierarchy, purchased offers, credit limit parameters, bill  shock prevention regulation, etc. ) and on the current balance available.  Note: this is possibly a component of a larger scope authorization contract which can involve data such as identity authorization, location, etc

 

Consumed Contracts

(2) TAM Application Type Balance Management

Appears on these diagrams:

Frameworx Processes (Automated TAM to eTOM)

Frameworx Domains (Horizontal)


This was created from the Frameworx 16.0 Model


Created from the TM Forum Model Frameworx 16.0.0 on 6/13/2016 at 22:31