Overview & Introduction to ORMB
What Is ORMB
Integrated Product Layers
ORMB Functional Offerings
Administration
Understanding the User Interface
Logging In to the Application
The Anatomy of All Pages
Menu Bar
Navigating ORMB
Portals Versus Fixed Pages
Usability Conventions
Portal Preferences
Understanding Framework Concepts
Four Tiers and Supported Platforms
The Location of the Business Rules
Table and Field Metadata
The Application Viewer
Prime Keys
Language Tables
XML Extensions
MO Definition
Understanding Customer Maintenance
Customer Information
Person Concepts
Account Concepts and Security Overview
Division Concepts and Benefits
Contract Type Controls Contract Behavior
Customer Hierarchies
Invoice Grouping – Customer Hierarchy
Understanding Product Maintenance
Product Types
Manage and Create Products
Product Parameters
Product Relationship
Overview Bundle
Product Management – Product Relationship
Rates
Rate Schedule and Rate Versions
Rate Components
Configuration Common to All RC Types
Service Quantity Rate Components
Rate Version Lifecycle
The Structure of a Bill Factor
Pricing
Pricing Management and Assignment
Data & Activity Relationship
Multi-Parameter Versus Variance Parameter Based Price Assignment
Pricing Inheritance
Different Pricing Methods
Tiering Criteria and Tiering Approaches
Rate Definition
Manage Pricelists
Adjustments
Calculated Adjustments
The Construction of the FT
Bill Print
Accounts Payable (A/P) Interface
Adjustment Lifecycle
Credit Adjustments
Inter and Intra Account Transfers
Adjustment Staging Control Lifecycle
Billing
Bill Lifecycle and ERD
Accounting Calendar
Billable Charges
Recurring and Non-Recurring Billable Charges
Bill Segment Lifecycle
ORMB Billing Process Flow
Cancel/Rebill
Transaction Feed Management
Transaction Feed Management – Setup Overview
Transaction Aggregation Rule
Transaction Source and Record Type
TFM Processing Details
Validate Transactions
Derive Accounts, Products, Product Parameters
Disaggregation Process
Price Assignment - Rate Transaction
Financial Transactions
Bill Segment FTs
Payment Segment FTs
Source of FTs
Account Financial History vs Contract Financial History
FT Algorithms
General Ledger Details
FX Gain Loss Process
Overview of Balance Control
Understanding Payments
Important Payment Concepts
Payer and Payee
Payment Event ERD
Payment Event and Life Cycle
Payment Event Allocation
Payment Entry
Payment Distribution and Payment Distribution Algorithm
Payment Transfer
Collecting Overdue Debts Using Overdue Processing
Caveat
The Overdue Monitor
Overdue Rule
Overdue Process Templates
Original and Unpaid Amounts
Event Activation Algorithms ERD
Waiting Summary
Event Cancellation
To Do and Security
To Do Summary
To Do List
To Do Summary Zone
Special Message Handling
Role Assignment
Batch Process
Related To Do ERD
To Do Entry Life Cycle
Case Management
Log Entries
Case Type
Person/Account/Location Applicability
Contact Information Applicability
Responsible User
Business Objects
Life Cycle: Definition
Status-Dependent Scripts
Understanding Refund and Write Off Request
Refund Concepts
Refund Request
Refund Approval Profile
Refund/Write Off Request Type
Write Off Concepts
Description:
The Oracle Revenue and Management Billing - Banking Functional training shows you how ORMB serves the needs of
a wide variety of banking and financial services companies, including retail, investment & corporate banking, capital
markets, payments and credit cards. Expert Oracle University instructors will show you how Oracle Revenue
Management and Billing (ORMB) is a fully integrated enterprise application for pricing, billing, receivables management
and customer care. Learn To: Understand the key features & functionality of ORMB. Navigate the product architecture
and understand the product value proposition. Understand how the application can be configured or extended to meet a
customer's business requirements. Explore Core Functionality of ORMB This training gives you a comprehensive look
at the core functionality of ORMB by examining object relationships for each subsystem. Take advantage of hands-on
training, exercises and interaction with expert Oracle University instructors.