Oracle Utilities

Customer Care and Billing

Administrative User Guide
Release 2.6.0.0
E86582-01

April 2017
Oracle Utilities Customer Care and Billing Administrative User Guide
Release 2.6.0.0
E86582-01
April 2017
Documentation build: 4.19.2017 22:52:17 [C1_1492570337000]
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Contents
Administrative User Guides
.............................................................................................................................................
22
Framework Administrative User Guide
..............................................................................................................................................................
22
Defining General Options
............................................................................................................................................................
23
Defining Installation Options
.........................................................................................................................................................
23
Installation Options - Main
......................................................................................................................................................
23
Installation Options - Messages
......................................................................................................................................................
24
Installation Options - Algorithms
......................................................................................................................................................
24
Installation Options - Accessible Modules
......................................................................................................................................................
26
Installation Options - Installed Products
......................................................................................................................................................
26
Support For Different Languages
.........................................................................................................................................................
26
User Language 27
Customer Language 27
Defining Languages 27
Defining Countries 28
Country - Main
......................................................................................................................................................
29
Country - States
......................................................................................................................................................
29
Defining Currency Codes
.........................................................................................................................................................
29
Defining Time Zones
.........................................................................................................................................................
30
Designing Time Zones
......................................................................................................................................................
30
Setting Up Time Zones
......................................................................................................................................................
30
Setting Up Seasonal Time Shift
......................................................................................................................................................
31
Defining Geographic Types
 .........................................................................................................................................................
31
Defining Work Calendar
.........................................................................................................................................................
32
Defining Display Profiles
.........................................................................................................................................................
32
Additional Hijri Date Configuration
......................................................................................................................................................
34
Defining Phone Types
.........................................................................................................................................................
34
Setting Up Characteristic Types & Values
.........................................................................................................................................................
35
There Are Four Types Of Characteristics
......................................................................................................................................................
35
Searching By Characteristic Values
......................................................................................................................................................
36
Characteristic Type - Main
......................................................................................................................................................
36
Characteristic Type - Characteristic Entities
......................................................................................................................................................
37
Setting Up Foreign Key Reference Information
.........................................................................................................................................................
38
Information Description Is Dynamically Derived
......................................................................................................................................................
38
Navigation Information Is Dynamically Derived
......................................................................................................................................................
39
Search Options 39
Foreign Key Reference - Main
......................................................................................................................................................
39
Defining Feature Configurations
.........................................................................................................................................................
40
Feature Configuration - Main
......................................................................................................................................................
41
Feature Configuration - Messages
......................................................................................................................................................
41
Defining Master Configurations
.........................................................................................................................................................
42
Defining Security & User Options
............................................................................................................................................................
42
The Big Picture of Application Security
.........................................................................................................................................................
42
Application Security 42
 Action Level Security
......................................................................................................................................................
44
Field Level Security
......................................................................................................................................................
44
Encryption and Masking
......................................................................................................................................................
45
The Base Package Controls One User, One User Group, And Many Application Services
......................................................................................................................................................
51
Importing Security Configuration from an External Source
......................................................................................................................................................
52
The Big Picture of Row Security
.........................................................................................................................................................
52
Defining Application Services
.........................................................................................................................................................
53
Application Service - Main
......................................................................................................................................................
53
Application Service - Application Security
......................................................................................................................................................
53
Defining Security Types
.........................................................................................................................................................
54
Security Type - Main
......................................................................................................................................................
54
Defining User Groups
.........................................................................................................................................................
54
User Group - Main
......................................................................................................................................................
54
User Group - Application Services
......................................................................................................................................................
55
User Group - Users
......................................................................................................................................................
56
3
 Defining Access Groups
.........................................................................................................................................................
56
Defining Data Access Roles
.........................................................................................................................................................
56
Data Access Role - Main
......................................................................................................................................................
57
Data Access Role - Access Group
......................................................................................................................................................
57
Defining Users
.........................................................................................................................................................
57
User Interface Tools
............................................................................................................................................................
57
Defining Menu Options
.........................................................................................................................................................
57
Menu - Main
......................................................................................................................................................
58
Menu - Menu Items
......................................................................................................................................................
59
The Big Picture of System Messages
.........................................................................................................................................................
60
Defining System Messages
......................................................................................................................................................
60
The Big Picture of Portals and Zones
.........................................................................................................................................................
62
There Are Three Types of Portals
......................................................................................................................................................
62
Common Characteristics of All Portals
......................................................................................................................................................
63
Common Characteristics of Stand-Alone Portals
......................................................................................................................................................
64
Custom Look and Feel Options
.........................................................................................................................................................
65
User Interface
......................................................................................................................................................
65
UI Map Help
......................................................................................................................................................
66
Setting Up Portals and Zones
.........................................................................................................................................................
66
Defining Zone Types
......................................................................................................................................................
66
Defining Zones
 ......................................................................................................................................................
67
Defining Context-Sensitive Zones
......................................................................................................................................................
90
Defining Portals
......................................................................................................................................................
91
Defining Display Icons
.........................................................................................................................................................
93
Defining Navigation Keys
.........................................................................................................................................................
93
Navigation Key Types
......................................................................................................................................................
93
Navigation Key vs. Navigation Option
......................................................................................................................................................
93
The Flexibility of Navigation Keys
......................................................................................................................................................
94
Linking to External Locations
......................................................................................................................................................
94
Overriding Navigation Keys
......................................................................................................................................................
94
Maintaining Navigation Keys
......................................................................................................................................................
95
Defining Navigation Options
.........................................................................................................................................................
96
Navigation Option - Main
......................................................................................................................................................
96
Navigation Option - Tree
......................................................................................................................................................
98
Database Tools
............................................................................................................................................................
98
Defining Table Options
.........................................................................................................................................................
98
Table - Main
......................................................................................................................................................
99
Table - Table Field
....................................................................................................................................................
101
Table - Constraints
....................................................................................................................................................
101
Table - Referred by Constraints
....................................................................................................................................................
102
Defining Field Options
.......................................................................................................................................................
103
 Field - Main
....................................................................................................................................................
103
Field - Tables Using Field
....................................................................................................................................................
104
Defining Maintenance Object Options
.......................................................................................................................................................
104
Maintenance Object - Main
....................................................................................................................................................
104
Maintenance Object - Options
....................................................................................................................................................
105
Maintenance Object - Algorithms
....................................................................................................................................................
105
Maintenance Object - Maintenance Object Tree
....................................................................................................................................................
107
Defining Valid Values
.......................................................................................................................................................
107
Defining Lookup Options
....................................................................................................................................................
108
Defining Extendable Lookups.................................................................................................... 110
The Big Picture Of Audit Trails..................................................................................................... 111
Captured Information................................................................................................................. 111
How Auditing Works................................................................................................................... 112
The Audit Trail File..................................................................................................................... 112
How To Enable Auditing............................................................................................................. 113
Audit Queries............................................................................................................................. 114
Bundling........................................................................................................................................ 115
About Bundling........................................................................................................................... 116
Configuring Maintenance Objects for Bundling........................................................................117
Working with Bundles................................................................................................................ 119
Revision Control
.......................................................................................................................................................
121
About Revision Control
....................................................................................................................................................
121
Working with the Revision Control Zones
....................................................................................................................................................
123
4
 Working with the Revision Control Portal
....................................................................................................................................................
125
Information Lifecycle Management
.......................................................................................................................................................
126
The Approach to Implementing Information Lifecycle Management
....................................................................................................................................................
126
Enabling ILM for Supported Maintenance Objects
....................................................................................................................................................
128
Ongoing ILM Tasks
....................................................................................................................................................
129
Archived Foreign Keys
....................................................................................................................................................
130
Configuration Tools
..........................................................................................................................................................
130
Business Objects
.......................................................................................................................................................
130
The Big Picture of Business Objects
....................................................................................................................................................
130
Defining Business Objects
....................................................................................................................................................
145
Advanced BO Tips and Techniques
....................................................................................................................................................
152
Defining Status Reasons
....................................................................................................................................................
153
Business Services
.......................................................................................................................................................
153
Service Program
....................................................................................................................................................
154
Defining Business Services
....................................................................................................................................................
154
User Interface (UI) Maps
.......................................................................................................................................................
158
Defining UI Maps
....................................................................................................................................................
160
Ensuring Unique Element IDs for UI Maps
....................................................................................................................................................
231
Maintaining Managed Content
.......................................................................................................................................................
231
Managed Content - Main
....................................................................................................................................................
231
Managed Content - Schema
 ....................................................................................................................................................
232
Data Areas
.......................................................................................................................................................
232
Defining Data Areas
....................................................................................................................................................
232
Advanced Schema Topics
.......................................................................................................................................................
233
Schema Nodes and Attributes
....................................................................................................................................................
234
UI Hint Syntax
....................................................................................................................................................
253
Schema Designer
....................................................................................................................................................
261
Schema Viewer
....................................................................................................................................................
262
Business Event Log
.......................................................................................................................................................
263
Miscellaneous Topics
.......................................................................................................................................................
263
Module Configuration
....................................................................................................................................................
263
Global Context Overview
....................................................................................................................................................
264
System Data Naming Convention
....................................................................................................................................................
265
URI Validation and Substitution
....................................................................................................................................................
266
Caching Overview
....................................................................................................................................................
266
Expression Parser
....................................................................................................................................................
268
Debug Mode
....................................................................................................................................................
270
System Override Date
....................................................................................................................................................
271
Advanced Search Options
....................................................................................................................................................
271
To Do Lists
..........................................................................................................................................................
271
The Big Picture of To Do Lists
.......................................................................................................................................................
271
 To Do Entries Reference A To Do Type
....................................................................................................................................................
272
To Do Entries Reference A Role
....................................................................................................................................................
272
To Do Entries Can Be Rerouted (Or Suppressed) Based On Message Number
....................................................................................................................................................
273
The Priority Of A To Do Entry
....................................................................................................................................................
273
Working On A To Do Entry.......................................................................................................... 274
Launching Scripts When A To Do Is Selected........................................................................... 274
To Do Entries Have Logs............................................................................................................ 274
How Are To Do Entries Created?
....................................................................................................................................................
275
The Lifecycle Of A To Do Entry
....................................................................................................................................................
277
Linking Additional Information To A To Do Entry
....................................................................................................................................................
278
Implementing Additional To Do Entry Business Rules
....................................................................................................................................................
278
To Do Entries May Be Routed Out Of The System
....................................................................................................................................................
278
Periodically Purging To Do Entries
....................................................................................................................................................
279
Setting Up To Do Options
.......................................................................................................................................................
279
Installation Options
....................................................................................................................................................
279
Messages
....................................................................................................................................................
280
Feature Configuration
....................................................................................................................................................
280
Defining To Do Roles
....................................................................................................................................................
281
Defining To Do Types
....................................................................................................................................................
281
List of System To Do Types
....................................................................................................................................................
285
Implementing The To Do Entries
....................................................................................................................................................
285
Background Processes
..........................................................................................................................................................
286
Understanding Background Processes
.......................................................................................................................................................
286
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