ServicePlans/RateCard

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Overview

Rate Cards are used when selling telephony-based services and pertains to how usage charges are calculated. A rate card is a collection of rates. A rate defines what and how the system charges for a given call or type of usage record.

Cumulus is very flexible and powerful when it comes to rating usage and caters for both simple rating (e.g. markup, flagfall) and complex rating (tiered rates) scenarios. For a detailed look into how Emersion identifies and rates usage, please see the Ratings section.

Emersion's supports the following rate profiles:

Passthrough The supplier charge from the usage file is passed through to the customer
Markup % Increases the supplier charge from the usage file by the defined percentage
Discount % Decreases the supplier charge from the usage file by the defined percentage
Flat Charge Applies a flat charge to the usage
Rate Per Applies a price per time interval, with a flagfall, minimum charge, charge interval, price per charge interval, and price interval
Excess Applies a price per time interval once the initial free time has been reached, with a flagfall, minimum charge, initial free time, charge interval, price per charge interval, and price interval
Simple Cap Allows a maximum value to be applied to the usage, with minimum cost, maximum cost, maximum type (i.e. $ or time), charge interval, price per charge interval, and price interval to be defined
Capped Applies a price per time interval once the initial free time has been reached up to a maximum value, with a flagfall, minimum charge, maximum cost, maximum type (i.e. $ or time), initial free time, charge interval, price per charge interval, and price interval
Limited Cap
Tiered
FF + Markup % Applies a flagfall and increases the supplier charge by the defined percentage

In addition, some rate profiles allow multiple tiers to be configured to charge at different rates at various usage limits on a single usage type (i.e. the rate per, excess, simple cap, and capped rating methods).
For example, a rate per rating method for a telephony service, set with multiple tiers that may apply $0.50c per minute for a call up to a value of $10, and then apply $0.30c per minute for the call from $10.01 up to a value of $30, and then apply $0.18c per minute for the remaining call usage.

Rate Cards are attached to Service Plans that are for telephony service types, such as Optus Mobile, Telstra Mobile, Telstra eBill, AAPT Rebill, and other telephony-based plans. If a service plan is a data plan, or a plan that has no usage associated with it, you do not need to link a Rate Card.

Buy and Sell

Rate Cards are unique amongst the various billing objects in the system (such as Service Plans, Bolt Ons, Package Plans) in that Rate Cards themselves do not have a concept of Buy and Sell. Rate Cards are mapped to Service Plans which are either classed as 'Buy' or 'Sell'.

If you do not understand the concept of Buy and Sell plans, please see this article for further information.

Concepts

Rate Cards have some specific concepts which need to be understood before you will be able to work with Rate Cards effectively.

Tariffs

In the Emersion domain, a tariff is a usage type with a friendly name. Common examples include Local Calls and United States Of America - Mobile.

Telephony carriers (such as Telstra, Optus, Vodaphone, etc) will create CDRs (Customer Data Records) and make them available for retrieval. Each CDR will contain a batch of usage records. A single usage record includes the tariff, call duration, and other information pertaining to the item so it can be billed. It is important to understand that tariffs are created and maintained by the carrier. Emersion also contains a list of all these tariffs and part of our maintenance of the system ensures that all tariffs from the carrier are in our system.

A Rate can be entered against a tariff or a tariff group.

Tariff Groups

Tariffs are hierarchical in nature and are grouped using Tariff Groups. An example of a tariff group would be International Calls. With an International group in place, all the tariffs for each country can be grouped under the International Calls tariff group.

Cumulus supports assigning Rates to a particular Tariff Group - such that all Rates linked to Tariffs contained within that Tariff Group, that do not have rates specifically applied, are rated as per the charge at the Tariff Group.

Consider the following extract of an example Rate Card:

* International  - Charged at $4 per minute. $0.50 flag fall
  - UnitedStatesOfAmerica
      o UnitedStatesofAmerica - LandLine
      o UnitedStatesOfAmerica - Mobile - Charged at $1.35 per minute, $1 flag fall

International is a Tariff Group containing UnitedStatesOfAmerica. UnitedStatesOfAmerica is also a Tariff Group containing the tariffs, UnitedStatesOfAmerica - LandLine and UnitedStateOfAmerica - Mobile.

If a service using this rate card incurs the Tariff type: UnitedStateOfAmerica - Mobile, they will be charged as per the rate explicitly defined for the Tariff 'UnitedStatesOfAmerica - Mobile' (as in $1.35 per minute, $1 flag fall).

However, if this same service then incurred the Tariff type, 'UnitedStatesofAmerica - LandLine' then Cumulus - in attempting to rate this usage - would see that there was no rate defined explicitly for 'UnitedStatesofAmerica - LandLine'. It would then loop up and look at its Parent, 'UnitedStatesOfAmerica' and see that there is no rate there either. At that point, it would loop around again and go to the parent of 'UnitedStatesOfAmerica', which is the Tariff Group: 'International'.

In this example, the Tariff Group 'International' has a rate associated to it, which is: $4 per minute. $0.50 flag fall. This usage would be rated as per rate assigned to the Tariff Group.

Base Tariff

The Base Tariff is a special Tariff Group that sits at the top of the Tariff Hierarchy for a given service type. All Tariff Groups and Tariffs for this Service Type sit underneath this Tariff

You are able to set a rate at the Base Tariff to catch any Usage that would ordinarily not be rated.

Typical Tariff Structure

Typically speaking, a group of Tariffs for a specific service type will be organised into the following Tariff Groups (Please treat this as a rough guide only. Specific Tariff Groups will vary depending on the carrier and Service Type)

BASE TARIFF (*)
 * Local Calls (*)
 * National Calls (*)
   - National Calls may be segregated by distance (ie 0 to 50kms, 50 to 200kms)
 * Fixed to Mobile (*)
 * Special Calls
   - 1300 Calls
   - 1800 Calls
   - InfoCalls
 * International Calls (*)
   - Country (*)
    o Country
    o Country - Mobile Carrier

(*) Indicates Tariff Group

Mobile based Tariffs may contain extra Tariff Groups such as:

 * SMS (*)
 * MMS (*)
 * ROAM (*)

Add a Rate to a Rate Card

To add a rate override, start by selecting the tariff. There are two ways to search.

Step Through the Tariff Hierarchy

From the Select Tariff drop down list, choose a tariff or tariff group from the list. Users will see an << Add Tariff button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.

Users can keep stepping down through the tariff groups / tariff hierarchy until they find the tariff group or tariff they are searching for.

At each step in the search, users will see the '<< Add Tariff button appear to the right once a selection is made.

When the last step in the hierarchy is reached, no more drop down lists will appear to the right of the button.

Click the '<< Add Tariff button when you have found the rate that will be overridden.

Vertical View

Users can also inspect the tariff tree vertically and 'drill down' into a tariff group. By drilling down users can see the tariff id, represented on-screen by the number inside the brackets to the right of the tariff name.

To do this:

click the View Tariff

Search by Tariff ID

If you know the tariff ID of the rate you want to override, enter it into the Tariff ID field and press Search.

See Also