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SUBSCRIPTIONS

Issue Key

Summary

Description

Issue Type

Release

V5-1399

Subscription Self-Service Web APIs

Subscription Self-Service Web APIs

Improvement

5.4.1.0

V5-1271

Subscription & Billing Settings UI Enhancements

Subscription & Billing Settings UI Enhancements

Improvement

5.4.0.0

V5-1267

Product Catalogue Process enhancements

Enhancements required in setting up and using the product catalogue for termed and one-time services

Improvement

5.4.0.0

V5-1266

Product Catalogue UI enhancements

Product Catalogue enhancements related to service products sold as part of a subscription. Enhancements include changes in configuring the setting of the product catalogue (e.g. tier paths) as well as setting up the catalogue as such

Improvement

5.4.0.0

V5-371

Change Ownership

Ability to change the owner of subscription services by:

  • Changing the ownership of service to another contact OR

  • Changing the account of a subscription

Story

Candidate Features

V5-370

Provisioning of Subscription Services

Provisioning of Subscription Services

  • Subscription services are authorised to various Providers through the Provisioning module

  • A service could be enabled through devices which are purchased or rented by contacts, or they can be enabled on an OTT basis.

Story

Candidate Features

V5-369

Apply Grace Period

Ability to provide a grace period to subscribers to pay off their outstanding billing debts

Story

Candidate Features

V5-366

Service Delivery

Service Delivery is the process responsible for managing subscriptions throughout their life cycle by combining the subscriptions and billing business rules with a customer's service purchases and requests for changes. In summary, the process is responsible.

  • Adding or changing services based on customer requests. On each purchase, the service delivery decides if a new subscription should be created or if the new services will be added to an existing one based on the new service's price terms.

  • Managing customer requests for service changes (upgrades, downgrades, changing the service terms

  • Working together with the billing engine to perform billing estimation

  • Automatic activations, deactivations and cancellations of services

  • Perform scheduled actions

  • Perform an estimation during the addition of a new service or a service charge. The analysis performs a series of validations based on subscription and billing business rules. Billing estimation is also performed to estimate how a contact's billing is affected by the new change.

Story

5.4.1.0

V5-365

Billing Behaviour

Billing Behaviour

  • Bill services on various billable events

  • Recurring billing

  • Apply business billing rules

  • Preview upcoming billing periods

Story

5.4.3.0

V5-364

Trial Periods

Trial Periods allow contacts to try out a service for a short period of time with no billing or contract obligations before turning the service into a paid one. The trial period of a service is defined in its pricing terms.

Automated communications are sent to contacts prior to their trial ends through Communication Plans

Segments of contacts in the trial can also facilitate running marketing campaigns to minimise cancellations.

Story

5.4.3.0

V5-361

Manage Subscription Services

Provide the ability to purchase termed and one-time services through a product catalogue and manage their core behaviour throughout their life cycle through various subscription actions:

  • Add Service

  • Change Service

    • Change to another service

    • Amend a flexible service bundle's components

  • Change Service Terms

    • Opt-in and Opt-out from auto-renewals

    • Renew expired service

    • Extend termed period

    • Renew contract period

    • Extend contract period

  • Terminate Service

    • Cancel

    • Regret

    • Remove

Story

5.4.0.0

V5-360

Manage Subscriptions

Create a Subscription that groups together services of the same billing period. A subscription is created only when a termed service is purchased through an Order.

Manage the subscription throughout its life cycle through various subscription actions which are performed per service:

  • Change billing day

  • Change payment method

  • Pause and Resume

  • Terminate all of the services

Story

V5-1973

Promotions for Subscriptions

Improvements in Promotions so as to be applied to selling subscription services

Improvement

5.4.5.0

V5-2218

Improved Subscriptions Self-service Web APIs

Product pricing for self-service in order to implement ordering of services on the Release app.

Improvement

5.4.5.2

V5-2126

Ability to specify the Wallet as the funding source of a subscription

The Wallet is used as the method of paying off subscription services

Improvement

5.4.4.1

V5-1598

Subscription services webhooks: On activate and on deactivate

New webhooks:
On service activate
On service deactivate

Improvement

5.4.4.0

V5-367

Subscription Devices

Ability to utilise Devices that will provision (i.e. deliver) a number of subscription services to subscribers

  1. The required devices are specified in the product catalogue as per-requisites for purchasing a termed or one-time service or even consuming a usage service

  2. The required devices might be purchased or rented to the Contact, or the Contact might own them already.

  3. A device could be purchased through the same order as the service. The device will be invoiced as part of the order's invoicing and not through the subscription's billing. Once paid, the device is owned by the Contact.

  4. A device is rented either at no cost or for a fixed price, charged on every billing cycle. Rented devices must be returned back to the company upon terminating.

  5. Multiple services can be enabled on a device

Story

5.4.4.0

V5-2346

Enhanced billing and disconnection of wallet-funded services

Differentiation of billing behaviour between account and wallet-funded services.

Improvement

5.4.5.3

V5-2055

Ability to send provisioning commands to a group of devices

Ability to send provisioning commands to a group of devices:

  • Owned by a set of contacts

  • Devices on which a specific service is enabled

  • To a specific set of devices

Improvement

5.4.4.1

V5-368

Usage Based Billing

Ability to order termed or one-time services that allow usage consumption

Story

5.4.6.0

V5-1959

Payment-driven subscriptions

Payment-driven subscriptions

Improvement

5.4.6.0

V5-2353

Ability to support WIFI platforms for subscriptions and billing

Core APIs created

Support the device MAC address as contact authentication

Enhance the organisation UI to provide usage analytics for WIFI

New Feature

5.4.6.0

V5-2433

The ability for an organisation to purchase one-time/termed services

The ability for an organisation to purchase one-time/termed services

  • Only merchants/service providers can perform the purchase using their accounts

  • An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type, which is an option available only for Businesses and Merchants/Service Providers

Improvement

5.4.6.0

V5-2433

The ability for an organisation to purchase one-time/termed services

The ability for an organisation to purchase one-time/termed services

  • Only merchants/service providers can perform the purchase using their accounts

  • An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type, which is an option available only for Businesses and Merchants/Service Providers

Improvement

5.4.6.1

V5-1959

Payment-driven subscriptions

Implementation of payment-driven subscriptions

Improvement

5.4.6.1

V5-368

Usage Based Billing

Ability to order termed or one-time services that allow usage consumption

Story

5.4.6.1

V5-2616

Improved Provisioning Provider Filtering

Available filters:

  • Contact Code

  • Contact name

  • Date and time

  • User

Content views to be included also
Ability to save search filters

Improvement

5.4.6.2

V5-2542

Enhanced Subscription Promotions

1 ) Ability to apply the discount

  • Once

  • For a limited period

  • Forever

  1. Enhanced basket conditions:

  • Billing cycle duration

  • Contract period

3 ) Advanced Subscription Promotions

  • Advanced basket conditions like price terms are required to get the promotion (higher discount for longer contract periods)

Improvement

5.4.6.3

V5-2846

Ability to call Provisioning Provider Integration Web APIs for services

Ability to call Provisioning Provider Integration Web APIs for services

Improvement

5.4.6.3

V5-2797

Ability to group one-time services in a subscription

Ability to group one-time services in a subscription

  1. Whenever a contact orders a one-time service, this service will also be included in a Subscription

  2. A contact can have only one subscription that groups together the purchased one-time services; the subscription does not have any billing terms (similar to 'No billing' Subscriptions)

  3. The subscription might have multiple one-time services of the same product

  4. Service delivery process to remove the one-time services

  5. One-time services can be marked as 'for provisioning' so that they will also have

    1. Subscription distribution information

    2. They can be enabled or disabled on one or more devices as termed services

Improvement

5.4.6.3

V5-2764

Ability to deactivate/reactivate services based on an amount threshold

Introduction of a new Subscription business rule called the Activation rule. The rule determines whether a service can remain in the Effective state or can move into the Effective state as long as the account's outstanding amount meets an activation threshold.

A service is a candidate for deactivation when its account has an outstanding amount (unsettled and overdue), and this amount is greater than the threshold amount.

The threshold defaults to 0 amount (set in the business's base currency)

Improvement

5.4.6.3

V5-2760

Ability to view a service's allowed and remaining usage allowance

Ability to view a service's allowance, i.e. how much usage a contact is allowed to consume in general based on what the product catalogue specifies, as well as the remaining of this usage per transaction, day and billing cycle

In addition, present the recorded usage records of a subscription 

Improvement

5.4.6.3

V5-1964

Implementation of service bundles

Implementation of service bundles

Task

5.4.6.3

V5-2797

Grouping of one-time services in a subscription

Ability to group one-time services in a subscription

  • Whenever a contact orders a one-time service, then this service will also be included in a Subscription

  • A contact can have only one subscription that groups together the purchased one-time services. The subscription does not have any billing terms (similar to 'No billing' Subscriptions)

  • The subscription might have multiple one-time services of the same product.

  • Service delivery process to remove the one-time services

  • One-time services can be marked as for provisioning, so they will also:

    • Have subscription distribution information

    • Be enabled/disabled on one or more devices as termed services

Improvement

5.4.6.4

V5-2779

Ability to set up business rules for Pausing a service

Ability to set up and apply business rules for Pausing a service

  • A service (or all services of a subscription) can be paused at any point in time.

  • A paused service, by default, will not be billed; therefore, in cases in which the service is already billed in advance, the service will also be credited.

  • A paused service is resumed on its intended paused period end date, or it can be interrupted with a Resume action at any point in time while it is paused.

  • On resuming the service, billing is triggered so as to ensure that the service is eligible to go back into Effective state, i.e. the service is billed, and in case of zero credit limit, the service is also paid for the new Effective period.

  • Paused periods can be restricted through Subscription business rules. Paused period rules include:

  • How many times a year can a service be paused

  • How many days a year can a service be paused

  • When paused, there's a minimum and maximum number of paused period days 

Improvement

5.4.6.4

V5-2834

Enhanced usage consumption based on the usage being consumed

Enhanced usage consumption based on the usage being consumed

  • Identify the Contact through a phone number

  • Identify the organisation as the side consuming the service

  • Additionally, keep track of usage duration (start and end time of actually using the service)

  • Ability to record usage without a termed/one-time service and consume usage starting from the oldest and shortest one-time service, leaving termed service (if any) last. As a result, a single usage record is submitted in the request, but the backend might consume usage from multiple services and therefore create multiple usage records

  • Ability to add usage records in bulk mode using a new back-office Web API

  • Ability to view the total remaining usage among all services in authorisation estimates in Back Office and Self-service Web APIs

Improvement

5.5.0.0

V5-2811

Event-based Recurring Charges

Event-based recurring charges are a set of policies triggered on various subscription events that identify if and which Expenses will be applied on a subscription and will be charged on a recurring basis, i.e. per subscriber billing cycle. Recurring charges policies include two major events - the event that will add the recurring expense to the subscription and the event that will remove it.

New Feature

5.5.0.0

V5-2773

Enhanced Event-based Conditional Expenses

Enhanced Event-based Conditional Expenses

  • Apply the expense based on the point in time at which the event occurred

Improvement

5.5.0.0

V5-1838

Enhancements in Pause Services action

Enhancements in Pause Services action

  • Ability to set up business rules on pause service actions

  • Ability to exit the service from the paused period and send any required provisioning signals

Task

5.5.0.0

V5-2717

Enhanced service change process

A service change can be classified as an upgrade or a downgrade. What classifies the service change is either:

  • A product tier path

  • Whether the change results in a price increase or decrease for the recurring subscription fee

  • Whether the service's components (in the case of bundles) are enhanced or not

Improvement

5.5.1.0

V5-3253

Ability to manage devices for a Company

Ability to create a subscription (through an Order) for a contact of type 'Company' and be able to view and modify the DEVICES. Flow should be the same as for Contact of type' Person.'

Improvement

5.5.1.0

V5-3224

Include service locations in Invoice communications

On sending a communication for an Invoice that bills termed services, provide the ability to also display the services' locations

Improvement

5.5.1.0

V5-3084

Automation to automatically activate a service when settled

  • Ability to set up Automation upon posting a Payment that results in activating the affected services

  • If, through this payment, a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated

Improvement

5.5.1.0

V5-2778

Communication Tags and Subscriptions Segmentation & Automation Enhancements

Ability to segment contacts based on subscription services conditions and trigger Automation based on new subscription events

Improvement

5.5.1.0

V5-3110

Ability to bill upcoming billing cycles in advance

Ability to bill upcoming billing cycles in advance

  • Key user bills a subscription for one or more upcoming billing cycles

  • Contact is charged based on the subscription's information and scheduled changes (if any) as of that date

  • If more changes occur during that billed in advance period, then the Contact's billing will be adjusted accordingly.

  • Contact's credit limit and payment terms are applied at the time of billing in advance.

New Feature

5.5.2.0

V5-3084

Automation to automatically activate a service when settled

  1. Ability to settle an Automation on posting a Payment that results in activating the affected services

  2. If, through this payment, a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated

  • Key user sets up Automation on posting a payment, credit note, and top-up Wallet. The Automation's action is to attempt service activation

  • Account-funded services are eligible for automatic re-activation when a credit transaction is allocated against an Invoice in which they were billed. Either all or none of the services of a subscription can be reactivated.

  • Wallet-funded services are eligible for automatic re-activation if there's enough money in the Wallet allotted to this service(s)

Improvement

5.5.2.0

V5-3423

Ability to send service commands to a Provisioning Provider through the front-end

Ability to send service commands to a Provisioning Provider through the front end. New Self-service Web APIs allow consumers to send provisioning commands for their services to the provisioning provider

Improvement

5.5.2.3

V5-3427

The billing engine issues a single financial transaction according to the total billed amount

The billing engine issues a single financial transaction according to the total billed amount

Improvement

5.5.3.0

V5-3335

Product Dependencies are to be applied across all contact services, not per subscription.

Product Dependencies are to be applied across all contact services, not per subscription.

Improvement

5.5.3.0

V5-3287

Ability to hide Churned subscriptions in the Contacts screen

Ability to filter the subscriptions based on their state
By default, Active and Inactive are shown. Add a toggle to additionally show the Churned ones

Improvement

5.5.3.0

V5-3161

Enhanced listing of subscription actions to present additional information

Enhanced listing of subscription actions to present additional information

  • user and timestamp

  • changed services, quantity, pricing etc

  • in case of a Rejected action, show the rejection reason in drill down

Improvement

5.5.3.0

V5-369

Apply Grace Period

Ability to provide a grace period to subscribers to pay off their outstanding billing debts

  • Grace period applied per subscription

  • Subscription rules control when and for how long grace periods can be applied

  • Services are excluded from deactivation whilst in the grace period 

  • The grace period cannot be scheduled

Story

5.5.3.0

V5-2713

Ability to regret a service

Provide the ability to regret a subscription service

  • Regretting a service is allowed only within a period of time after subscribing to it. The rules are defined in the subscription settings

  • Within the allowed period of time, the service is additionally credited. After this period, the service cannot be regretted, and it has to be cancelled

New Feature

5.5.3.2

V5-3495

Ability to set up billable and non-creditable states per service

Ability to set up additional billable and/or non-creditable states for specific services

Improvement

5.5.3.3

V5-2729

Enhanced Trial Management

Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services) upon subscribing to the first service that includes a Trial period in its price terms or a trial period for each service to which they subscribe. 

Improvement

5.5.3.3

V5-3687

Improvements in resetting a Subscription's Billing Day 

Business rules included in Subscription Settings define when the Billing day is reset on a Subscription

Improvement

5.5.3.4

V5-3838

Ability to view and manage future Subscriptions

Contacts are able to order services and schedule their first activation on a future date. Provide the ability to view and manage these services prior to their activation

  • View the services scheduled to be added to a subscription along with their billing and pricing terms

  • View the subscription's billing terms

Improvement

5.5.3.5

V5-4027

Ability to add multiple services within the UI

Ability to add multiple services from the back-end

  • Add multiple services, each one having its own price terms (of the same billing cycle), quantity, locations, and components (in case of flex bundles)

  • However, a single set of scheduling options is applied for all of the services

Supported both adding a service to the Contact and to a subscription. 

Improvement

5.5.4.1

V5-4247

Ability to communicate a subscriber's upcoming bill

Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plan templates. The communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.

Improvement

V5-4180

Ability to set up Usage Charge Limits and Usage Allowance settings per Contact

Ability to set up Usage Allowance Limits and Usage Charge Limits per Contact that override the business's default business rules when it comes to these settings

New Feature

5.6.0.0

V5-3854

Ability to extend a service's trial period

Ability to extend a service's trial period

New Feature

5.6.0.0

V5-4469

Enhanced Period billing in Calendar Billing

Ability to define a specific day of month and a month of a year when services' billing model is set to Period Billing. This option is applied only for services with billing cycle longer than a year.

Ability to define a day of week on which services with billing cycles shorter than a week will be billed.

Improvement

5.6.0.2

-4647

Enhanced UI/UX when changing a service, managing subscription actions

  1. Provide the ability to view additional information of both the current service and the new service.

    1. Current service: price per billing cycle (in/out of contract), contract period state and contract period dates, trial period state and dates

    2. New services that the service can be changed to: currently only the price is presented so show detailed info as when ordering a new service e.g. trial, contract, auto-renewal, billing modal etc.

    3. Similar changes when amending a bundle.

  2. Display the price of a service, when in contract and when it goes out of contract in Subscriptions sections of Contact screen

  3. In Subscription action screen, add any missing information

    1. When changing a bundle that includes a big number of components, it's un-manageable to view the changes

    2. Sort the changes, e.g. first the added, then the removed

    3. Show the bundle change in one list and then the component changes in another list

    4. Show rejection reason! it's crucial for back-end users to view the error for rejecting an action especially due to async calls with service delivery process (mostly rejection due to insufficiant funds).

Improvement

5.6.0.4

V5-4646

Ability to send payment intents during the billing run process to settle outstanding amounts

Ability to send payment intents during the billing run process to settle outstanding amounts. This feature ensures that any outstanding subscriber amounts will still be settled during the billing run process, even if their credit limit is not exceeded. 

Improvement

5.6.0.4

V5-4404

Ability to set up Usage Allowance settings per contact

Ability to set up Usage Allowance Limits per contact, that override the business's default rules when it comes to these settings

Improvement

5.6.0.4