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Aria Media and Publishing Suite (AMPS) - Account Management

Overview

The Account Management component of AMPS provides functionality to support accounts, payment agreements, payment methods, dunning processes, etc. Account Management provides the following major capabilities:

  • Accounts - each customer is assigned an account in AMPS and Aria Core. The account forms the overall definition of the customer and provides details such as customer name, customer address, external references, etc. Once an account is created, it cannot be deleted. However, it is possible to archive it and anonymize it according to GDPR.
  • Payment Agreements - a payment agreement defines the financial relationship between a customer (account) and the client. The payment agreement defines how the customer is billed for the services provided and how the customer should settle his dues. Payment agreements support includes bank transfers, direct debits, manual payments, credit cards, etc. The payment agreements are created in Aria Core as Billing Groups and Dunning Groups.
  • Payment Methods - when using the Aria Core payment gateway functionality, AMPS supports the registration of credit cards within the solution. As Aria is PCI compliant, Aria is able to store the credit card numbers directly.
  • Searching - to quickly locate customers, AMPS also provides an extended number of search criteria, some handled directly by Aria Core, and others handled in AMPS. Search on customer number, external customer number, name, address, postal code, telephone number, etc. are possible.

Note: For more information on Account Management capabilities, see "Aria Media and Publishing Suite (AMPS) - Conceptual Account Model and Capabilities".

 

Account Management 

The Account Management component consists of the services, reports, and sub-flows shown in the below diagram.

Account Management Graphic.jpg

Each of the services and sub-flows in support of this functionality is described below:

Search Account [AcctSearchAccount]

"Search Account" is a service used to search for accounts based on one or more criteria provided by the user. The following criteria can be used to find a customer account:

  • Account ID – the client defined account ID.
  • Aria Account No – the Aria generated account number.
  • Name – the customer name of the account.
  • Address – the customer address of the account.
  • Telephone Number – the telephone number of the account.
  • Email Address – the email address of the account.

Manage Account [AcctManageAccount]

"Manage Account" is a service used to update general details on the customer account, for example name, billing addresses, account addresses, telephone numbers, etc. 

Create Account [AcctCreateAccount]

"Create Account" is a service used to create a new account in the solution. The account is created with the default settings such as SPECIAL plan instance. Also, the initial billing group and payment method is assigned based on the payment term selected with the account. 

Retrieve Account [AcctRetrieveAccount]

"Retrieve Account" is a service used to return all relevant details on an account previously located via the search function. The details returned form the basis of the customer details presented to the end-user. The service also retrieves all billing groups currently in existence for the account. 

Prepare CC Update [AcctPrepareCCUpdate]

"Prepare CC Update" is a service used when registering credit cards as the payment method. The service returns a session ID, which is used by Aria DirectPost to map the newly registered credit card and the account (and billing group). 

Complete CC Update [AcctCompleteCCUpdate]

"Complete CC Update" is a service used when registering credit cards as the payment method. The service is used after the DirectPost form has been completed successfully to update the payment method and billing group in use. If required, a new billing group can be created as well. 

Manage Billing Groups [AcctManageBillingGroup]

"Manage Billing Group" is a service used to add, modify and remove billing/dunning groups and payment methods for an account, also referred to as a payment agreement. Initially a billing/dunning group and payment method is migrated for each title, but later the customer can choose to combine these subscriptions in a single invoice/ receipt. 

Retrieve Billing Groups [AcctRetrieveBillingGroup]

"Retrieve Billing Group" is a service used to retrieve detailed information on the payment agreements (billing and dunning groups) registered for an account. Each payment agreement forms the billing point where subscriptions linked to the payment agreement will be invoiced together provided, they bill on the same date. If required, the caller can select to filter on the titles so only information related to specified titles are returned.

Set Billing Options [AcctSetBillingOptions]

"Set Billing Options" is a sub-flow used to determine if the current billing group should be updated due to changes in payment terms and title codes. 

Set Dunning Options [AcctSetDunningOptions]

"Set Dunning Options" is a sub-flow used to determine if the current dunning group should be updated due to changes in payment terms and title codes.

Change Permanent Address [AcctChangePermAddr]

"Change Permanent Address" is a service that is used to permanently change the address for a customer. The process ensures that both the account address and potentially the billing group address is changed in a similar manner as the distribution address.

 

Note: See "Interface and Integration Definitions for Account Management" for the API methods used for Account Management when integrating with AMPS. 

 

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