Subscription Features

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 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 The required devices might be purchased or rented to the Contact, or the Contact might own them already. 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. 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. 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 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 Whenever a contact orders a one-time service, 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 that they will also have Subscription distribution information 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	Ability to settle an Automation on 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 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	Provide the ability to view additional information of both the current service and the new service. Current service: price per billing cycle (in/out of contract), contract period state and contract period dates, trial period state and dates 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. Similar changes when amending a bundle. Display the price of a service, when in contract and when it goes out of contract in Subscriptions sections of Contact screen In Subscription action screen, add any missing information When changing a bundle that includes a big number of components, it's un-manageable to view the changes Sort the changes, e.g. first the added, then the removed Show the bundle change in one list and then the component changes in another list 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
V5-4696	Enhanced traceability of subscription actions related to devices	Ability to view detailed info on the device(s) added/removed/replaced via a subscription action. Ability to filter actions based on their codes.	Improvement	5.6.0.5

Subscription Features

SUBSCRIPTIONS