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Application Framework
The Digital Services Systems Landscape
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Table of Contents
List of Figures............................................................................................................................................................... 19
Preface ........................................................................................................................................................................ 22
Application Associations and IDs .......................................................................................................................... 25
3. Market/Sales Management ................................................................................................................................... 26
Sales Aids ............................................................................................................................................................. 26
Compensation & Results....................................................................................................................................... 26
Channel Sales Management ................................................................................................................................. 27
Sales Portals ......................................................................................................................................................... 27
Contract Management .......................................................................................................................................... 27
Campaign & Funnel Management ........................................................................................................................ 28
Solution Management ........................................................................................................................................... 28
Sales Account Management ................................................................................................................................. 28
Sales & Marketing Reporting ................................................................................................................................ 28
3.2 Sales Aids........................................................................................................................................................... 30
Sales Aids ............................................................................................................................................................. 30
Sales Job Aids ...................................................................................................................................................... 30
Sales Product Support .......................................................................................................................................... 31
3.3 M/S Compensation & Results ............................................................................................................................. 32
Compensation & Results....................................................................................................................................... 32
Sales Compensation ............................................................................................................................................. 32
Compensation Results Reporting ......................................................................................................................... 33
3.4 M/S Channel Sales Management ....................................................................................................................... 34
Channel Sales Management ................................................................................................................................. 34
Direct Sales Force ................................................................................................................................................ 34
Telesales............................................................................................................................................................... 35
Retail Outlets ........................................................................................................................................................ 36
Dealers.................................................................................................................................................................. 37
Virtual Network Operators (Dealers) ..................................................................................................................... 38
Affiliates ................................................................................................................................................................ 39
3.7 M/S Sales Portals ............................................................................................................................................... 40
Sales Portals ......................................................................................................................................................... 40
Internal Sales Portals ............................................................................................................................................ 40
Indirect Sales Portals ............................................................................................................................................ 40
3.8 Contract Management ........................................................................................................................................ 42
Contract Management .......................................................................................................................................... 42
Contract Generation .............................................................................................................................................. 42
© TM Forum 2018. All Rights Reserved. Page 4 of 338
Application Framework R17.5
List of Figures
Preface
The TM Forum Application Framework® is another plane in the Communication Service Providers
ecosystem Enterprise Architecture. It provides a common reference map and language to navigate a
complex systems landscape that is typically found in the CSP ecosystem. Where the Business Process
Framework (a.k.a. eTOM) provides a frame of reference for processes and the Frameworx -
Information Framework (a.k.a. SID) provides a frame of reference for information language, the
Frameworx – Application Framework (a.k.a. TAM) provides a frame of reference for telecom
applications functionalities.
The Applications Framework provides the bridge between the Frameworx building blocks (Business
Process Framework and Information Framework) and real, deployable, potentially procurable
applications by grouping together functionalities required to support business processes in the CSP
ecosystem.
The Application Framework is served as a common vocabulary for logical functions in business
applications within the industry. This would help in to reduced investment risks and costs. The
Application Framework can be used as a base for consolidation in Mergers & Acquisitions scenarios.
A key deliverable of the Application Framework is an industry set of standard application
requirements. This can help through the procurement process.
Following the relationship between applications in the framework can serve as the blueprint for
enterprise architecture that will help set direction in designing the targeted system architecture in
transformation projects.
1. Introduction
This document stands as an addendum (D) within the Application Framework® – The Digital
Services Systems Landscape, GB929. It provides the core details concerning the Framework
through description of the Applications within the Framework, at several levels of decomposition.
It is recommended that the reader will be familiar with GB929-CP “Concepts & Principles” document,
prior to reading this addendum.
GB929-U – A User guide detailing use cases of the Application Framework and guidance for
extending it
GB929 - Excel version - an excel file containing the entire text of the main document in a tabulated
from.
For the full content of the Application Frameworks please refer to release notes for Application
Framework RN315.
The document is laid out against a domain layering approach and describes the principal functions of
each layer. The Telecom Applications Map, shown in the figure below, is segmented by the primary
Business Process Framework end-to-end level 1 vertical process areas: Billing, Assurance, Fulfilment,
Operational Support Readiness (OSR) and Strategy, Infrastructure & Product (SIP) functions along
with the layering Information Framework domains of Market/Sales, Product, Customer, Service,
Resource, Supplier / Partner, and Enterprise. Each box on the map represents a level 1 Application
Map category.
The Application Map also recognizes managed resources including network based resources; content
servers Intelligent network platforms and related network control technologies such as element
management systems as well as the OSS infrastructure fabric e.g. bus technology, business process
management engines etc. under the Integration Infrastructure domain. The term OSS is used to cover
all the systems that are used by a telecom operator (sometimes referred to as OSS and BSS).
A cross domain layer has been introduced into the Application Map to accommodate applications that
their functionality spans across few domain layers.
The bulk of this document is used to describe the applications of each of the domain layers of the
Application Map.
Each application in the document is described through:
• Application Identifier – See section below
• Overview – short high-level description of the application
• Functionality – A bullet list of the functionalities grouped into this application. The functionality
may further decompose in lower level application.
• Supported Business Services – lists the services that the application exposes and
consumes.
2. Market/Sales Management
Sales Aids
Application Identifier: 3.2
Overview
The Sales Aids Application provides access to methods and procedures as well as product
information and other collateral that can be used to assist in making a sale.
Functions
This application contains core functionality shared amongst level 2 applications, and
functionality specific to each channel.
This section is organized to reflect Common Functionality, then addresses the specificities of
each channel:
•Direct sales force (also known as field sales) – most handling corporate and medium sized
businesses [see section]
•Telesales / ordering department – selling over the phone to consumers and small businesses
•Retail outlets – the Telco’s branded retail stores, (mostly common in Wireless communication
provides and mostly serving consumers and small businesses)
•Dealers – 3rd party retailers that sell the communications service provider’s services, mostly
to consumers
•VNOs – Virtual Network Operators, that sell their own branded services over the
communications service provider’s network Affiliates
Functions
Sales Portals
Application Identifier: 3.7
Overview
Sales Portals provide a single-entry place for sellers to access various sales tools. Sales Portals
are used by both direct and indirect sellers. There are different content, links, and capabilities
offered for a given kind of seller.
Functions
Contract Management
Application Identifier: 3.8
Overview
Contract Management applications provide necessary functionality to facilitate a contract
pertaining to a given customer solution.
Functions
Solution Management
Application Identifier: 3.10
Overview
Solution Management applications provide the necessary functionality to manage the analyzing,
composing, and recommending of the right solution to a given potential customer.
Functions
Sales & Marketing Reporting provides insight into multiple aspects of Sales & Marketing,
including closed loop marketing, sales metrics, forecasting, sales workflow, funnel and pipeline
activities.
Sales Forecast Analysis
Forecast Analysis: This function should enable data analysis of your sales pipeline and
predict the revenue that will result when opportunities are won and deals are finalized.
Forecasts are either Sales forecasts, which one can apply to anticipate the consumer demand
or Order forecasts, which enables CSP’s to determine whether the supply required is available
to meet expected consumption levels.
Sales Metrics function
Sales Metrics calculation according to pre-defined metrics rules
Sales Order Reporting
Sales Order Reporting provides reporting of order handoffs.
Sales Aids
Application Identifier: 3.2
Overview
The Sales Aids Application provides access to methods and procedures as well as product
information and other collateral that can be used to assist in making a sale.
Functions
Sales Product Support function gives access to appropriate product information on the
various products being sold by the service provider. This can include information such as
product descriptions, configuration constraints, eligibility rules, and possibly pricing information.
Sales Compensation
Application Identifier: 3.3.1
Overview
Sales Compensation applications provide the required functionality to determine the appropriate
compensation based on sales results.
Functions
This application contains core functionality shared amongst level 2 applications, and
functionality specific to each channel.
This section is organized to reflect Common Functionality, then addresses the specificities of
each channel:
•Direct sales force (also known as field sales) – most handling corporate and medium sized
businesses [see section] •Telesales / ordering department – selling over the phone to
consumers and small businesses
•Retail outlets – the Telco’s branded retail stores, (mostly common in Wireless communication
provides and mostly serving consumers and small businesses)
•Dealers – 3rd party retailers that sell the communications service provider’s services, mostly
to consumers
•VNOs – Virtual Network Operators, that sell their own branded services over the
communications service provider’s network Affiliates
Functions
As a Customer Service Representative (CSR), you have first contact with potential customers.
Incoming telephone calls and emails enable you to capture customer information and qualify
leads according to the guidelines set by your company (cf Customer Information Management).
If the lead satisfies your criteria, you can promote that lead to the status of a contact, and an
opportunity. Sales opportunities are dispatched to sales representatives in the field to pursue if
the size of the sale has the potential to exceed agreed monetary thresholds. If not, you can
respond directly to customer inquiries by creating and dispatching literature requests and/or
sales quotations. Orders are submitted for processing when you receive acceptance for the
contract that has been negotiated with the customer (cf. Order Management).
A user of the Direct Sales application can have one of the following roles:
• Customer Service Representative (CSR). As a CSR or agent, you generate and qualify sales
opportunities and dispatch leads to field sales representatives. Your primary method of
communication with the customer is by phone and email.
• Field Sales Representative. As a field sales representative, you create and manage customer
accounts, develop sales opportunities, and generate revenue.
• Sales Administrator. As a Sales Administrator, you manage the design and maintenance of the
overall sales process and stages in the sales cycle according to business requirements.
• Sales Analyst. As a Sales Analyst, you manage sales territories and quotas and generate
sales forecasts and pipeline analyses.
• Sales Manager. As a Sales Manager, you define sales territories, and manage the sales
process and forecasting.
Functions
Direct Sales Force Management
A direct sales administrative function that can define and structure sales territories to
assist structuring of the CSP’s sales organization and forecasting.
Opportunities Dispatching
Opportunities Dispatching-Create and dispatch opportunities to relevant
employees/sales personnel. Capture customer information and qualify leads according to the
guidelines set by your company (cf Customer Information Management). Sales opportunities are
dispatched to sales representatives in the field.
Opportunity & Quote Management
Direct Sales Opportunity & Quote Management creates and manages customer
accounts, creates quotes including internal approval and develop sales opportunities
Telesales
Application Identifier: 3.4.2
Overview
Some Communication Service Providers use the customer service call center agents as a sales
channel and allow them to sell and order services for customers who are calling in (reactive
sales). Other Communication Service Providers have a dedicated call center for taking orders
that is separate from the customer service call center. The Telesales call center does both
reactive and proactive sales efforts.
An application geared for Telesales should provide the following benefits:
• Quick time-to-market for new and advanced services Improved quality of service and minimum
faulty orders
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Application Framework R17.5
Retail Outlets
Application Identifier: 3.4.3
Overview
One of the primary sales channels for Wireless Communication Service Providers is the
provider’s own retail stores. Currently, other communications sectors rely less on this channel
due to the fact that non-Wireless services typically need to be physically installed on the
customer’s premises, whereas in wireless communications the customer typically gets services
instantly at the retail store/point of sale. Non-wireless services providers may use retail outlets
to complete an order (e.g., for customers that want to pick up a DSL modem from a retail outlet
to complete their order in order to avoid payment of shipping costs). Retail stores are
considered an extension of the call center in the sense that existing customers may walk in and
ask for assistance in customer service issues (e.g., billing, how to operate their handset, etc.). In
other words, Retail Stores are not only used as Point of Sale but also used as Point of Service.
Functions
Points of Sales Management
The Points of Sales Management function manages points of sales data (points of sales
organization, outdoor marketing campaigns…), cash registers… The following functions are out
of scope: stock management, replenishment management.
Retail Integration
Dealers
Application Identifier: 3.4.4
Overview
Dealers are 3rd party retailers that sell the services of the Communication Service Provider and
get commission for those sales.
Dealers vary in size and can range from a country wide retail chain to a local retail shop in a
rural area. Some dealers sell the services of multiple Communication Service Providers and
some are exclusive to one Communication Service Provider.
Dealers focus on acquiring new customers and upgrading existing customers. Most dealers are
only a Point of Sale and not a Point of Service (as opposed to the Communication Service
Provider’s owned retail stores). The dealer’s main focus is to acquire new customers or upgrade
existing customers. The main need for a dealers’ online application is to make them self-
sufficient and avoid the need for them to call the call center on behalf of a customer to activate
their handset.
Functions
Commissioning Management
The Commissioning Management function consists in calculating commissions for
dealers or resellers from information such as orders, activation, usage …
Dealer customer information management
A dealer’s online access function to make them self-sufficient and avoid the need for
them to call the call center for Customer creation and new order for products and services for
the newly created customer. Including the use of dealer data fencing.
Dealer customer order management
A dealer’s online access function to make them self-sufficient and avoid the need for
them to call the call center for Upgrade of customer’s products/services.
A security function that will allow the VNO agents or Dealers to view only their own
customers. In some cases, the network provider will use the same BSS environment to serve
several VNOs (multi tenancy)
VNO Personalization
VNO Personalization - in cases where the network provider serves multiple VNOs under
the same BSS environment (multi tenancy) the user interface of each VNO needs to be
“personalized” to the VNO business (look and feel, business flow, etc.)
Affiliates
Application Identifier: 3.4.6
Overview
Some service providers have affiliate companies that may feed in orders. An example could be
a Wireless Communication Service Provider that has an affiliate Wireline Communication
Service Provider that wants to bundle its Wireline services with the affiliate’s wireless services.
When the affiliate sells the bundle, it will need to notify the wireless service provider of the sale,
and the wireless service provider may need to assist in completing the order.
Functions
Activation of service/product sold by affiliate
Activation function for services/products sold by affiliates.
Mass Service/product pre-activation
Mass service/product pre-activation function. To prepare for a swift activation at sales
affiliate services/products may be pre-activated.
Mass transaction feed of new orders
Mass transaction feed function of new orders. For bulk sales by affiliate.
Registration of pre activated service/product
Registration function for pre-activated services/products. Preparing for mass pre-
activation and sub-sequent affiliate sales.
Sales Portals
Application Identifier: 3.7
Overview
Sales Portals provide a single-entry place for sellers to access various sales tools. Sales Portals
are used by both direct and indirect sellers. There are different content, links, and capabilities
offered for a given kind of seller.
Functions
Contract Management
Application Identifier: 3.8
Overview
Contract Management applications provide necessary functionality to facilitate a contract
pertaining to a given customer solution.
Functions
Contract Generation
Application Identifier: 3.8.1
Overview
Contract Generation applications provide the functionality to generate a contract.
Functions
Contract and SLA Generation
Contract Generation as well as appropriate service level agreements (SLAs) generation
Contract Template creation and maintenance
Contract Generation maintains predefined contract options and templates that are
maintained for different services.
Contract Implementation
Application Identifier: 3.8.2
Overview
Contract Implementation applications provide functionality pertaining to the implementation of
the contract across fulfillment, assurance, and billing.
Functions
Contract Implementation
Contract Implementation function provide functionality pertaining to the implementation
of the contract across fulfillment, assurance, and billing.
Campaign Management
Application Identifier: 3.9.1
Overview
The Campaign Management applications are responsible for managing the lifecycle of
marketing campaigns, sometimes referred to as "closed loop marketing". Service Provider
marketers need to respond to changing market environments with marketing initiatives that push
highly targeted messages to increasingly focused segments.
Marketers need an adaptable and flexible campaign management application that can adjust to
evolving customer lifecycles with corresponding targeted marketing strategies. Marketers need
to deliver coordinated outbound and inbound campaigns across all points of interaction-
focusing marketing resources where the greatest potential value exists. The campaign
management application needs to:
•Provide valuable insight into marketing performance through analytics that enable marketers
to continually adjust and improve marketing investments.
Functions
Funnel/Workflow Management
Application Identifier: 3.9.2
Overview
Funnel Management applications, also sometimes known as pipeline, or tunnel, provide
functionality to manage the funnel process.
Functions
Funnel Assignment
Funnel Assignment provides the necessary functionality to assign sales personnel to
leads within a given funnel/pipeline.
Funnel Creation
Funnel Creation provides the necessary functionality to create a new sales funnel or
pipeline
Campaign Management
Application Identifier: 3.9.1
Overview
The Campaign Management applications are responsible for managing the lifecycle of
marketing campaigns, sometimes referred to as "closed loop marketing". Service Provider
marketers need to respond to changing market environments with marketing initiatives that push
highly targeted messages to increasingly focused segments.
Marketers need an adaptable and flexible campaign management application that can adjust to
evolving customer lifecycles with corresponding targeted marketing strategies. Marketers need
to deliver coordinated outbound and inbound campaigns across all points of interaction-
focusing marketing resources where the greatest potential value exists. The campaign
management application needs to:
Campaign Analytics
Application Identifier: 3.9.1.1
Overview
The Campaign Analytics applications are responsible for analyzing existing and prospective
customers to help design appropriate product recommendations.
Functions
Campaign Analytics
The Campaign Analytics function provides quantitative tools to analyze customers and
prospects to help design the right recommendations by gathering and analyzing data from past
campaign planning success and performance in a continuous loop and feed this data back into
the campaign planning feature.
Campaign Design
Application Identifier: 3.9.1.2
Overview
Campaign Design applications provide the necessary tools to formulate a campaign, taking into
account the targeted customers and products.
Functions
Campaign creation
Create campaign tool to quickly push opportunities out to pre-defined sales territories
using a coordinated sales methodology.
Campaign execution pre-preparation
Pre-define campaign execution channels and fulfillment tool for the use of direct mail,
email, fax, web, events, telesales and sales.
Campaign template creation
Create Campaign templates function to pre-define frequently used campaigns,
segments, content templates, and their tracking metrics, to be pre-defined to step through
campaign setup and execution, and yet customizable.
Campaign Execution & Refinement applications provide the necessary tools to execute a
previously designed campaign.
Functions
Campaign Execution handling
Quick execute campaigns function allowing users to execute campaigns in their own
terms to push opportunities out to their territories, along with a coordinated sales methodology.
Integration to Sales Management Applications and Channel Sales Management Applications is
needed.
Campaign execution workflow handling
Campaign execution workflow that ensure that approvals are in place as needed.
Campaign to customer event handling
Event evaluation and trigger function that ensure that campaigns and campaign stages
(waves) are executed at critical points in the customer lifecycle.
Campaign to Customer profile handling
Permission-based control function to ensure that customers are always treated
according to their preferences, no matter which interaction point you use.
Campaign Update function
Campaign update function, based on statistics gathered via Campaign Performance
Tracking, adjustments can be made to the Campaign while still in execution
Solution Management
Application Identifier: 3.10
Overview
Solution Management applications provide the necessary functionality to manage the analyzing,
composing, and recommending of the right solution to a given potential customer.
Functions
Solution Design
Application Identifier: 3.10.1
Overview
The Solution Management's Design function is concerned with the translation of customer
requirements into products & services and the quantity of products and services at each
location. Design obtains base product and services from the Common Product Catalog with
existing and orders in the pipe and tailor them according the customer requirements into
solution(s).
Functions
Automatic Solution Validation
Automatic Solution Validation – Obtain configurations constraints from the catalog and
validates the correctness of the design against them.
Solution Design Editor
The Solution Design Editor function combine/configure the emerged solution based on
the existing solution, planned changes and newly designed features (e.g. for site connectivity
© TM Forum 2018. All Rights Reserved. Page 49 of 338
Application Framework R17.5
services)
Selecting relevant Products and Services from Catalog – Browse and select entries from a
catalog that might be relevant to the set of captured requirements into the design.
Solution Variations management
Solution Variations management – Enable the creation of multiple solutions either from
scratch or based on a cloned solution select desired variation.
Selecting relevant Products and Services from Catalog – Browse and select entries from a
catalog that might be relevant to the set of captured requirements into the design.
Solution Pricing
Application Identifier: 3.10.2
Overview
Solution Pricing Applications provide functionality to determine the pricings for solution designs.
Functions
Solution Discounting
Solution Discounting function supports that Rules and guidelines are provided as to
standard levels of discounts/promotions that can be provided to the customer. Special discount
arrangements can be obtained by following an escalation process. There is workflow
functionality to help manage discount escalation.
Solution Pricing
The Solution Pricing function is concerned with assuring that the designs are priced
consistent with pricing used for billing. The common product catalog provides an initial price
base for the components that are in the solution vs. the existing configuration at the customer
location.
Proposal Management
Application Identifier: 3.10.3
Overview
Proposal Management applications provide functionality to produce appropriate proposals
based on the various solution options.
Functions
Offer and Proposal Management
Offer Management provides the necessary functionality to provide the customer
personalized proposals, taking into account the customer location, needs, current products, as
well as the service provider's products, sales emphasis and targets, etc.
Price Optimization
Application Identifier: 3.10.4
Overview
© TM Forum 2018. All Rights Reserved. Page 50 of 338
Application Framework R17.5
Price/Cost Optimization applications provide functionality regarding price and cost optimization
of a given solution.
Functions
Price/Cost Optimization
Price Optimization enables sales to effectively evaluate the customer, generate
recommendations for price decreases and increases, and set negotiation guidelines based on
our cost. This includes the application of non-standard pricing.
Offer Management
Application Identifier: 3.10.5
Overview
Offer Management applications provide the means to produce personalized offers to potential or
existing customers.
Functions
Sales Negotiation
Application Identifier: 3.10.6
Overview
Sales Negotiation applications provide the capability to provide quotations based on products
available to the customer and produce an order request upon customer acceptance.
Functions
Sales Negotiation
Sales Negotiation provides support for negotiating the sale by providing multiple
quotations as needed, taking into account the customer data, customer qualification, and offers
made. Functionality includes access to products, product pricing, scheduling of appointments if
a dispatch is necessary, etc.
Sales Negotiation generates an order or service request.
Customer order request generation – send solution design details to update proposal product
order in Customer Order Management systems
Service order request generation – send solution design details to update service order in
Service Order Management systems (after customer agreement – part of handoff to fulfillment)
Solution Requirement Capture application enables the capture of customer solution requirement
in the pre-sale phase.
Functions
Solution Requirements Capture
Solution Requirements Capture, – Capture the overall solution requirements (e.g. target
date, customer locations, multi-location/shared services)
and – Capture the particular requirements for each customer location as part of the desired
solution
Overview
Sales Account Assignment provides the necessary functionality to assign customers to a
service provider’s sellers (either third party or internal). Ownership might further be differentiated
based on various products with the same customer. Sales Account Assignment also maintains
the sales hierarchy (different than HR reporting hierarchy) for sales compensation, sales
forecasting, and sales results.
Functions
Sales Account Assignment
Sales Account Assignment provides the necessary functionality to assign customers to a
service provider’s sellers (either third party or internal). Ownership might further be differentiated
based on various products with the same customer. Sales Account Assignment also maintains
the sales hierarchy (different than HR reporting hierarchy) for sales compensation, sales
forecasting, and sales results.
Customer Order Management applications manage the end to end lifecycle of a customer
request for products. This includes order establishment (step guiding, data collection and
validation), order publication as well as order orchestration and overall lifecycle management. A
customer request may also pertain to already purchased product(s). Thus, the Customer Order
Management application handles order requests to suspend, resume, change ownership,
amend, add, change and discontinue existing ordered products. Customer Order Management
application should support repackaging of the purchased offers into alternate product offering
(may require sales/contract negotiation). Customer Order Management applications typically
serve all the customer touch points / channels, including call center, retail, self-service, dealers,
affiliates, etc. The order may be initiated by any channel and visible to the other channels if
needed.
Functions
Customer self management applications enable service providers to increase profitability across
the organization by optimizing the customer experience and maximizing the efficiency of
business operations through:
• Rapid order-to-activation mechanism across service portfolio
• Commodity like enablement for telecom services (rapid introduction& easy amendment& cross
bundling)
• Universal platform supporting multiple users (consumers& business& dealers) and multiple
LOBs (wire line& wireless& IPTV) though single point of contact
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Application Framework R17.5
These operations expect to gain more customer loyalty, service stickiness and ARPU for the
service provider. A primary factor for increasing ARPU through self empowered systems is high
usability. High usability requires channel agnostic consistency and seamless customer
experience leveraging functionality that is driven from sporadic backend systems. For that, self
empowered systems should provide integration readiness through several vehicles:
Typically, the portal to the customer is via a web-based interface. Customer self care is
increasingly popular with both customers and operators as it usually provides access to
information 24 hours a day, 7 days a week and does not have the frustration of waiting for a free
call agent. Customer self-care systems can take a number of forms from a controlled ‘secure
window’ application into the underlying OSS systems used internally by the operator for the
customer to view and pay his invoices to a complete portal where the customer can manage his
entire relationship with the operator. Customer Self Management applications need to provide a
level of security to protect both the customer’s data and the integrity of the underlying systems.
They should also be capable of providing single sign on capabilities to access Business and
Operational Support Systems.
Functions
Overview
Customer Service Representatives (CSRs) play critical roles in shaping the customer
experience. CSRs are increasingly expected to drive not just service and satisfaction, but
revenue opportunities through customer interactions, as well as handle interactions across
multiple channels – email, web chat or phone. CSRs need the right information at the right time,
every time, to handle interactions quickly and effectively. CSRs must be empowered with the
tools necessary to efficiently and effectively handle every interaction the right way, in a
personalized manner.
The CSR toolbox addresses this need for rich interactions with the customer, comprising of
applications from the Fulfillment, Assurance and Billing domains. The CSR toolbox provides
additional functionality in a common look and feel across the applications – and is not simply a
convoluted assembly of applications and processes across siloed systems.
The CSR toolbox is optimized to the CSR’s needs& the user interface and controls provide easy
access to key customer information whenever needed. It integrates all of the disparate, siloed
applications the CSR needs to work with. It delivers real time, always-in-context guidance to the
CSR during an interaction, as well as navigates the CSR through business processes as they
move field by field across different systems and interaction steps.
Functions
CSR Conversational scripting
Conversational scripting – Displays recommended text and scripting to guide agents in
specific conversations/dialogue tailored to each customer interaction. Also provides branching
based on customer answers.
CSR guidance
CSR guidance – Complementary to in-context, configurable navigation, CSR guidance
intelligently guides the CSR through the interaction. Guidance can span any subject—cross-sell,
up-sell, retention, service and support, quality or training
CSR In-Context, configurable, workflow-driven navigation
In-Context, configurable, workflow-driven navigation – Through means such as
configurable business processes, automatically drives the CSR workflow and screen navigation
according to the context of the customer interaction and other customer profile information
across all applications used.
CSR toolbox Centralized data entry
Centralized data entry – Updates information in one system and automatically updates
all other systems (if there is a need to overcome data duplication).
CSR toolbox Embedded actions
Embedded actions – Embedding desktop controls with APIs or service calls to other
systems as a means to process activities such as invoice generation, device activation, and
other back-office activities.
CSR Toolbox Single sign-on
Single sign-on – Provides single sign-on across applications in the toolbox.
Customer information dashboard
Note: A customer problem may or may not result in a billing adjustment. Billing related issues
are handled via Billing Inquiry, Dispute & Adjustment Management, See Case Management for
more information.
Functions
Receivables Management
Application Identifier: 5.9
Overview
The purpose of this application is to automate and manage the processing of financial
transactions affecting the customer's financial account. Furthermore, this process is meant to
match these transactions with the services/invoices delivered to this customer. This is a legal
requirement in some countries e.g. as required by the Sarbanes-Oxley Act in the USA.
Functions
Overview
This is a front-end application for managing billing inquiries, disputes, and adjustments. Billing
inquiries are provided by Bill Calculation. Open dispute cases can be handled by Case
Management system or internally. The financial activities are performed by Receivables
Management.
Functions
Collection Management
Application Identifier: 5.14
Overview
The Collections Management application provides necessary functionality to manage customer
accounts where there is an outstanding balance. It allows handling of each account individually,
based on customer value and financial history using configurable policies. The collection
management application supports the collection lifecycle activities including: collection decision
making, selection of collection policy, collection execution - automating the collection treatment
flow, monitoring the collection process and collection settlement negotiation. The collection
application keeps track of collection status and history. The collections treatment flow can
perform a number of activities including issuance of treatment notices and collection letters.
Functions
Bill Calculation
Application Identifier: 5.15
Overview
The Bill Calculation application processes all charges against an account during bill cycles. Bill
Calculation can be executed both on a cyclic basis and on demand. It performs bill invoicing,
dealing with bill compilation of charges, credits, payments, adjustments, fees & taxes at various
levels, such as product and/or account level that have been generated since the last run for that
account. It could apply discounts. Finally, Bill Calculation Management calculates bill totals and
subtotals as appropriate. The pricing plans and discounts are determined based on the
agreements for the invoiced customer or account.
Functions
Apply pricing and discounting
Apply pricing and discounting rules and algorithms in the context of the assembled
information.
Billing Financial transaction creation
Create appropriate transactions regarding the current invoice for Receivables
Management
Calculate Bill-time Fee
Calculates and applies bill-time fees where necessary
Split Bill Distribution
Performing charge and event distribution to support a split bill
Case Management
Application Identifier: 5.17
Overview
Case Management applications manage the end to end lifecycle of a case. Cases and Case
Management could apply to any area of assurance, billing, or fulfillment, but presumably reside
in the customer layer. More specifically, Case Management could apply to customer problems
(service affecting or not), bill inquiries, disputes, or areas of ordering if so implemented by the
service provider.
Given Case Management must manage the lifecycle of a case, there must be a means to define
and configure different types of cases along with the workflow to execute the various types of
cases through their respective lifecycles. There must also be the capability to analyze and
correlate cases as well as report on the various cases open at any given time, and archive the
cases once closed. Note: The presentation layer for these applications will be found elsewhere
(Self Service, CSR Toolbox, etc.).
Functions
Billing Event Error Management functions are a complex set of activities related to
automating the processes of correcting errors in billing events. This often includes the capability
to apply mass corrections.
Functions
This domain supports voice, chat, email, postal mail, and faxes. eService is noted but is
addressed in a separate domain. The domain supports all operational tools used by the
customer service / work center community including desktops and associated user interfaces.
The domain also supports back-office operations as well as center management.
Functions
Privacy Dashboard
Application Identifier: 5.23
Overview
The Privacy Manager application is used to manage all aspects of the privacy of Data Subjects
(End users), from the creation of Privacy Profile Types, their management, to the display of
Privacy Profiles and provide functionalities for their modification and evolution. The Privacy
Manager provides features depending on authorization and consequently roles of users:
-Administrators: the administrators are in charge of the definition of the Privacy policy and
consequently the creation of the Privacy Profile Type, the maintenance, evolution, depending on
the ability of underlying components that handles Personally Identifiable Information (PII).
-Customer support: the customer support is in charge of the performing some operation on
Privacy Profile on behalf of end-user.
-End-user (Data Subject Party): the end-user is able to view its Privacy Profile, the value of
Privacy Profile attributes, and manage it.
Functions
Manages complex customer relationships such as an individual who performs multiple roles, or
hierarchies such as complex Corporate structures. This function should be able to deal with
several levels of complexity from single service accounts to multinational corporations.
Hierarchies are defined by an account type and its relationships with parent and child accounts.
Document Delivery
Application Identifier: 5.2.3
Overview
Document Delivery is the final runtime executable that creates the desired print, web, PDF, XML
or ASCII print files from the document production engine.
Functions
Transactional Document Delivery
Make transactional documents available via paper, CD-ROM, DVD, EDI, electronic, etc.,
as specified by the customer.
Document Archiving
Application Identifier: 5.2.4
Overview
Document Archiving is used to store compressed transactional document for future retrieval e.g.
by customer care, self care or reprint.
Functions
Archive maintenance and administrative functions
Archive maintenance and administrative functions. Typical documents are stored online
for short periods. Maintenance implies offloading to external storage depending on retention
periods.
Archived Data Retrieval mechanisms
Retrieval mechanisms for external systems. External systems can be customer care,
self care or offline storage systems.
Archiving, compression and storage of transactional document data
Document Archive compression and storage of transactional document data
Channel Guidance and Data Capture leads the specific channel front ending application
with the captured information required. For each information element it can provide a list of valid
options to select from (e.g. list of products available for the customer, list of options to select
from a product). Finally, it receives the captured information and publishes it.
Customer Order Completion
The Customer Order Completion function enables completion and finalization the
Customer Order with collection of Customer Data or installed base data according to the
Catalog. It allows to complete the configuration element not necessary for the quotation. The
complements could also concern links with actors, dates, address, billing account.
Customer Order Eligibility
The Customer Order Commercial Eligibility function validates that the Offer & products
specified on the Customer Order, are available and feasible from a commercial and functional
point of view.
It includes:
• Commercial Eligibility with commercial compatibility with the already customer installed Offers
• Functional Eligibility with functional compatibility with the already customer installed Products.
• Customer Credit Eligibility check, considering the payment history and the credit scores for a
Customer, only the predictive credit score for a Prospective Customer. ”
The technical feasibility is covered by the Service Availability function.
Customer Order Validation
Customer Order Validation Function ensures that the qualified order is valid in any
moment of order lifecycle, usually as data become available. Validation ensures early fallout
which is less costly than encountering errors in later stages of order handling.
Offer and Product Configuration
The Offer and Product Configuration function enables the configuration of the
commercial offer chosen by the customer.
The configuration recovers the choice of an option, the choice of the functions values ...
It can be used at the same time by Selling, Order Establishment or Develop Sales Proposal
Business activities.
Customer Order Validation Function ensures that the qualified order is valid in any
moment of order lifecycle, usually as data become available. Validation ensures early fallout
which is less costly than encountering errors in later stages of order handling.
Customer Order Lifecycle Management provides the functionality necessary to track and
manage a Customer Order from establishment to cancellation.
Functions
Centralized Ordering Rules management
Centralized business rules for ordering (eligibility, compatibility).
Customer order cancelation
Customer Order Cancelation can optionally support Cancel for order completed by
Service Order Management (this capability is dependent on the Service Order Management
system’s ability to roll back service provisioning).
Customer order change management
Order Change Management – Amend pending order resulted from customer change
requests or provisioning system limitation, revalidate the order. Including
Govern Ordering Activity
Govern the control of the order amongst the ordering channels. This allows keeping the
order data consistency, sharing the order data among order application channels and
alternating the control between them.
Maintain customer order versioning
Order Versioning Maintenance - Maintain order versioning including Tracking & Logging
of the changes made to a purchased product.
Maintain pending customer orders
Maintain pending orders - Save the order/quote for future processing (in case the
customer is not sure they want to go through with the order at this point)
Customer Order Item Decomposition prepares the customer order structure for
breakdown into customer order items.
Customer Order Orchestration Plan Creation.
Customer Order Orchestration Plan Creation makes an orchestration plan out of the set
of customer order work items.
Customer Order Work Item Decomposition
Customer Order Work Item Decomposition decomposes customer order items into a set
of customer order work items.
Customer Order Validation Function ensures that the qualified order is valid in any
moment of order lifecycle, usually as data become available. Validation ensures early fallout
which is less costly than encountering errors in later stages of order handling.
Offer and Product Configuration
The Offer and Product Configuration function enables the configuration of the
commercial offer chosen by the customer.
The configuration recovers the choice of an option, the choice of the functions values ...
It can be used at the same time by Selling, Order Establishment or Develop Sales Proposal
Business activities.
Offering Availability
Application Identifier: 5.3.1.5
Overview
Offering Availability apply business rules to determine what offerings are available at the
customer location.
Functions
Customer Product & Service Subscription Check
Checks what the customer presently has as part of what can be further provided to the
customer including bundling, product eligibility, etc.
Marketed Product Check
Check products marketed by the service provider in a customer area.
Product Availability Area Check
Check products availability in the customer area
Service Feasibility Check
Based on the customer service location, service feasibility checks are
done to assure the offering can be provided to the customer. This
implies that the customer location is clearly established. Service feasibility
checks are conducted via contract with the Service Order Management
application.
Customer Order Validation is, like enrichment, widespread ordering functionality, that checks
the validity of the order.
Functions
Customer Order Validation
Customer Order Validation Function ensures that the qualified order is valid in any
moment of order lifecycle, usually as data become available. Validation ensures early fallout
which is less costly than encountering errors in later stages of order handling.
Functions
Offer Configuration
Application Identifier: 5.3.1.2.2
Overview
The Offer configuration function enables the configuration of the commercial offer chosen by
the customer. The configuration verifies the technical / functional / commercial pre-requisites,
compatibility constraints of this offer against the customer Installed Products. This function
invokes a network function in order to check the technical feasibility and resource availability.
Functions
Enable and verify Offer to Customer
The Offer enable and verification enables the configuration of the commercial offer
chosen by the customer.
The configuration verifies the technical / functional / commercial pre-requisites
Functions
Customer self management applications enable service providers to increase profitability across
the organization by optimizing the customer experience and maximizing the efficiency of
business operations through:
These operations expect to gain more customer loyalty, service stickiness and ARPU for the
service provider. A primary factor for increasing ARPU through self empowered systems is high
usability. High usability requires channel agnostic consistency and seamless customer
experience leveraging functionality that is driven from sporadic backend systems. For that, self
empowered systems should provide integration readiness through several vehicles:
Typically, the portal to the customer is via a web-based interface. Customer self care is
increasingly popular with both customers and operators as it usually provides access to
information 24 hours a day, 7 days a week and does not have the frustration of waiting for a free
call agent. Customer self-care systems can take a number of forms from a controlled ‘secure
window’ application into the underlying OSS systems used internally by the operator for the
customer to view and pay his invoices to a complete portal where the customer can manage his
entire relationship with the operator. Customer Self Management applications need to provide a
level of security to protect both the customer’s data and the integrity of the underlying systems.
They should also be capable of providing single sign on capabilities to access Business and
Operational Support Systems.
Functions
It is assumed that the user is not as savvy as the employee at the call center. The customer
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experience should support a simple flow that capitalizes from the advanced application flows
defined by the order management applications (cf. Order Management Applications).
Functions
Assigned products maintenance
Assigned products maintenance. At product level, it permits to define and update:
- product characteristics
- links with the related service or resource (handsets, SIM cards, ...) needed to deliver the
product, ...
Business customer self-service of Eligibility
Eligibility management for the business customer admin self empowered fulfillment
function provide an internet technology driven interface for the customer to administrate the
product eligibility for their own customer hierarchy
Corporate self-service Equipment management
Equipment management (allocation; activation) corporate customer self empowered
fulfillment function provides an internet technology driven interface for the customer to
undertake management of corporate customer equipment.
Corporate self-service Mass changes
Corporate self-service Mass changes (activation; configuration). Empowered fulfillment
function provides an internet technology driven interface for the customer to undertake mass
changes of configurations and activations.
Customer hierarchy driven self-service ordering
Customer Hierarchy driven order corporate customer self empowered fulfillment function
provide an internet technology driven interface for the customer to undertake ordering based on
customer hierarchy.
Guided selling driven view for offer eligibility
Guided sales view for offer eligibility customer self empowered fulfillment function
providing an internet technology driven interface for the customer to undertake guided self-
service product selection.
Rate plan amendment Self Service
customer self empowered Rate plans amendment function provide an internet
technology driven interface to the customer to undertake an amendment of existing Rate plans
(Products).
Self-service Access to Call center agents
Access to Call center agents Customer self empowered fulfillment function provide an
internet technology driven interface for the customer to undertake a variety of fulfillment
functions directly for themselves.
Self-service Account creation for anonymous user
Account creation for anonymous user Customer self empowered fulfillment function
provide an internet technology driven interface for the customer to create an account
Self Service Bulk ordering
Bulk Ordering corporate customer self empowered fulfillment function provide an internet
technology driven interface for the customer to undertake a bulk ordering.
Self-service Check Availability
Check availability customer self empowered fulfillment function provide an internet
technology driven interface for the customer to undertake a check product availability.
Self-service Check Compatibility
Check compatibility customer self empowered fulfillment function provide an internet
technology driven interface for the customer to check product compatibility.
Self Service Check Eligibility
Check eligibility customer self empowered fulfillment function provide an internet
technology driven interface for the customer to undertake an eligibility check for products.
Self Service customer SLA preferences capture
Customer SLA preferences capture customer self empowered fulfillment function.
Self Service Installation preferences capture
Customer self empowered fulfillment function provide an internet technology driven
interface for the customer to undertake Installation preferences capture.
Self Service Knowledge Management Access
Self Service access to Knowledge Management database & solutions to common
problems
Self Service Order Status Enquiry
Order status customer self empowered fulfillment function provide an internet technology
driven interface for the customer to undertake Order status enquiry.
Self Service Product catalogue and Offerings browsing
Product Catalog and offerings browsing customer self empowered fulfillment function
provide an internet technology driven interface for the customer to undertake selected Product
Catalog Browsing.
Self Service Quote Price information
Quote prize customer self empowered fulfillment function provide an internet technology
driven interface for the customer to get Quotation price
Self Service Reports on fulfillment and SLA aspects
Self-service access to Reports on fulfillment and SLA aspects.
Self Service Shopping cart driven order management
Shopping cart driven order management customer self empowered fulfillment function
provide an internet technology driven interface to the customer to undertake self-service
purchase.
Overview
Customer self empowered assurance applications provide an internet technology driven
interface to the customer to undertake a variety of assurance functions directly for themselves.
These applications interact to provide fully automated service or assisted service over
customers touch points. These applications create enablement for customers to assure the
service level that they benefit from their service provider.
Functions
Access to call center agents
Access to applications for interaction to provide fully automated service or assisted
service over customers touch points. These applications create enablement for customers to
assure the service level that they benefit from their service provider. • Account management -
Account management (such as contact attributes)
• Self registration to online services
• Service requests management:
• Service request submission
• Service request amendment
• Service request closure
• Users management
• Alerts and notifications setting
• Address book management
• Access to Knowledge Management database & solutions to common problems
• Service Requests and SLA Reporting - Reports on service requests and SLA across services
Additionally, these applications monitor customer behavior and/or capture customer input
beyond sale related interaction in an effort to identify indictors that can suggest imminent churn
are dissatisfaction
Measurements can be collected via various tools such as Net Promoter Score (NPS) and made
available for action by various service provider groups and supervisory staff.
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Functions
Monitor customer's behavior and beyond sale related interaction
Functions to identify indicators that can suggest imminent churn are dissatisfaction
Measurements can be collected via various tools such as Net Promoter Score (NPS) and made
available for action by various service provider groups and supervisory staff.
Customer Profiling
Application Identifier: 5.5.11
Overview
Customer profiling (“Profile”) provides the necessary functionality for advanced customer
profiling such as automatic and statistical based profiling of customers based on explicit
preferences and implicit behavior from usage, location, patterns of similar customers, etc.
Although existing BI/DW customer segmentation can also be leveraged to arrive at the
customer profiling, most of these systems are broad based customer profiles and do not create
an individual profile for each customer. Also, Customer Profiling differs from customer
experience monitoring & the rest of the functional blocks (see below) in that it is focused on
customer preferences, tastes, and behavior (ex. Soccer Fan, Movie buff etc.) rather than
operational view of the customer such as “Late Payer”.
Functions
Background customer profiling
Background profiling based on demographics, interests, shopping interaction, billing
history etc.
Customer behavior tracking
Customer behavior tracking is analyzing patterns to identify trends and changes in
customer behavior, which in turn update the individual profile signatures
Customer Profiling exposure
Expose customer profiles and profiling insights and conclusions for recommendation in
care treatment, x/up sell, retention, etc.
Customer Profiling of actions
Profiling customer based on implicit and explicit actions, transactions (ex., deriving
actual channel preference from a customer whose implicit preference is SMS, not email)
Customer Value Profiling
The Customer Value Profiling function comprises measure and follow up of the customer
value: Development of a model in order to determine the customer value from its uses (traffic,
products and services used…), and corresponding revenues and costs.
The follow-up of the customer value evolution (identification of the evolution tendencies of the
value and actions concerning the creation or destruction of value, Average Revenue Per User,
margin per user).
Customer Value Profiling prediction
The Customer Value Profiling function comprises predictive Scoring of the new customer
behavior: using a predictive model based on the histories of customers having the similar
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profile, determine the expected evolution of the customer value and his lifetime. Customer
scoring is performed when customers sign up a contract, then enriched and updated by events
occurring during the customer lifecycle (e.g. revenue generated, usage patterns, payment
behavior…). The output of customer scoring could be a risk level or an opportunity.
Customer Value Profiling segmentation
The Customer Value Profiling function comprises segmentation based on the customer
value and/or lifetime value: Regrouping of the customers in relevant sets (even subsets) for
Marketing. The segmentation criteria use the customer value, the customer lifetime value, the
product and service uses (consumption behaviors).
Personalize Customer Profile
The Personalize Customer Profile function creates a personalized profile signature
based on combined segment, interest and behavior for the individual “customer” (ex. Soccer
Mom, Gold/Silver/Bronze customer, Golfer, Early adopter), and around “content” (ex. Content
sharing - College kids + Field Sales). This also includes continuous learning and update of
individual ‘Profile Signature’
Ingesting real-time feeds from relevant sources into a consistent and smart structure for
processing
Support Loyalty and Retention Management
The Support Loyalty and Retention function undertakes trend analysis on loyalty and
retention, including customer acquisitions and churn.
It comprises:
• Follow-up of the churn rate: Development of a report in order to measure by period (periodicity:
weekly, monthly, yearly…),
• The number and rate of terminations by product & service,
• The trend of the churn rate according to the previous periods.
• Prediction of the churn (anticipate in order to minimize the attrition): identification of the
potential churner profiles from a predictive model analyzing the churner profiles according to the
previous periods.
For Inbound, Self-Service or Call Center touch points can get recommendation and a guided
action flow to complete the suitable customer treatment (ex. Credit Adjustment handled by
agent, or bill dispute initiation via self-service)
Recommendation Action Function integration
Integration with existing business function/service and process (ex. Offer, Knowledge
Management)
Recommended Action Closed loop follow up
Closed loop functionality to learn from whether the recommended action was accepted
or not, including functionality to avoid proactive backfire (i.e. ensuring a customer reach out
action doesn’t result in confusion and more calls to the call center)
The CSR toolbox addresses this need for rich interactions with the customer, comprising of
applications from the Fulfillment, Assurance and Billing domains. The CSR toolbox provides
additional functionality in a common look and feel across the applications – and is not simply a
convoluted assembly of applications and processes across siloed systems.
The CSR toolbox is optimized to the CSR’s needs& the user interface and controls provide easy
access to key customer information whenever needed. It integrates all of the disparate, siloed
applications the CSR needs to work with. It delivers real time, always-in-context guidance to the
CSR during an interaction, as well as navigates the CSR through business processes as they
move field by field across different systems and interaction steps.
Functions
CSR Conversational scripting
Conversational scripting – Displays recommended text and scripting to guide agents in
specific conversations/dialogue tailored to each customer interaction. Also provides branching
based on customer answers.
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CSR guidance
CSR guidance – Complementary to in-context, configurable navigation, CSR guidance
intelligently guides the CSR through the interaction. Guidance can span any subject—cross-sell,
up-sell, retention, service and support, quality or training
CSR In-Context, configurable, workflow-driven navigation
In-Context, configurable, workflow-driven navigation – Through means such as
configurable business processes, automatically drives the CSR workflow and screen navigation
according to the context of the customer interaction and other customer profile information
across all applications used.
CSR toolbox Centralized data entry
Centralized data entry – Updates information in one system and automatically updates
all other systems (if there is a need to overcome data duplication).
CSR toolbox Embedded actions
Embedded actions – Embedding desktop controls with APIs or service calls to other
systems as a means to process activities such as invoice generation, device activation, and
other back-office activities.
CSR Toolbox Single sign-on
Single sign-on – Provides single sign-on across applications in the toolbox.
Customer information dashboard
Customer information dashboard – Displays relevant customer information, such as
name, account and lifetime value on a persistent customer dashboard.
Launch in-context Common Actions
Launch in-context Common Actions – Configurable, short-cut buttons that launch key
applications and functions for streamlining actions a CSR commonly performs. (e.g. create a
case, prepare an order, update an address)
CSR fulfillment
Application Identifier: 5.6.1
Overview
A CSR fulfillment application provides front end support for the application flows defined by the
order management applications (cf. Order Management Applications). Note: Since CSRs are
required to perform sales activities, it is expected that in a future Application Map version this
application will encompass front end applications from the sales domain as well.
Functions
CSR access to specific order
CSR access to a specific order - Manage monitor and track specific order.
CSR Jeopardy notifications handling
View jeopardy notifications queue and enable the CSR to act accordingly (e.g. notify
customer on due date delay)
CSR assurance
Application Identifier: 5.6.2
Overview
A CSR assurance application provides front end support for the application flows defined by the
case management applications (cf. Case Management Applications). It is expected that future
versions of Application Map will encompass the front end of the assurance applications:
Customer QoS/SLA Management and Customer Service/Account Problem Resolution.
Functions
CSR front end assurance support
A CSR function for front end support for the application flows defined by the case
management applications (cf. Case Management Applications).
CSR Billing
Application Identifier: 5.6.3
Overview
A CSR billing application provides front end functionality for the CSR in their day to day billing
related activities.
Functions
CSR Front End Payment Support
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Application Framework R17.5
A CSR payment function provides front end functionality for the CSR in their day to day
billing related activities.
CSR FrontEnd Billing Inquiry and Dispute support
CSR billing Inquiry Dispute Adjustment Management provides front end functionality for
the CSR in their day to day billing related activities.
CSR Billing
Application Identifier: 5.6.3
Overview
A CSR billing application provides front end functionality for the CSR in their day to day billing
related activities.
Functions
CSR Front End Payment Support
A CSR payment function provides front end functionality for the CSR in their day to day
billing related activities.
CSR FrontEnd Billing Inquiry and Dispute support
CSR billing Inquiry Dispute Adjustment Management provides front end functionality for
the CSR in their day to day billing related activities.
Collection
Application Identifier: 5.6.3.1
Overview
The purpose of collection application is to support the customer service representative (CSR) in
collection activities. Most of the collection activities are executed automatically through
Collection Management.
Functions
Automated Collection
Handling of automated collection
Payment
Application Identifier: 5.6.3.2
Overview
The purpose of payment application is to accept customer payment via the customer service
representative (CSR).
Functions
CSR Balance/Invoice Payment
The CSR Balance/Invoice payment function is to accept customer payment via the
customer service representative (CSR) for immediate Payment of Balance/Specific Invoice
using existing or new pay means
CSR Pre-Paid Recharge
The CSR Balance/Invoice payment function is to accept customer payment via the
customer service representative (CSR) for Prepaid recharge using vouchers or other pay means
Note: A customer problem may or may not result in a billing adjustment. Billing related issues
are handled via Billing Inquiry, Dispute & Adjustment Management, See Case Management for
more information.
Functions
• Correlate various events associated with customer contact to determine the source
• Update the case with a “Cause Code”
Resolving Customer Problem Support
Support Problem resolution with the following data to resolve the customer problem:
o Customer Topology and inventory type data (e.g., logical and physical inventory)
o Customer Information including the business organizational hierarchy
o Change Management data
o Customer Service Order data
Receivables Management
Application Identifier: 5.9
Overview
The purpose of this application is to automate and manage the processing of financial
transactions affecting the customer's financial account. Furthermore, this process is meant to
match these transactions with the services/invoices delivered to this customer. This is a legal
requirement in some countries e.g. as required by the Sarbanes-Oxley Act in the USA.
Functions
A/R Management
Application Identifier: 5.9.1
Overview
Accounts Receivable (A/R) Management applications provide necessary tools to maintain the
customer account receivable. This includes managing balances as well as posting of payments
and other financial activities.
Functions
Account Receivable Balance Transferring
Accounts Receivable (A/R) Management function of Applying adjustments and balance
transfer: Adjustments to be carried out (manually or in bulk) or transfer of transactions to
customers’ accounts after corrections
Account Receivable Debit/Credit matching
may be refunded with applicable interest after some period of time. Deposit Management
maintains and executes on these policies.
Financial Account Management
Financial Account Management supports the financial activities that relate to customer
accounts. These activities include Refunds, Disputes, Adjustments / Credits and Write-offs.
Journalization
Application Identifier: 5.9.2
Overview
Journalization applications provide the capability to analyze and translate customer financial
activities into records that can then be sent to the corporate general ledger.
Functions
Financial Code Assignment
Assigns financial codes to transactions received from billing, online adjustment,
payment, refund, and collection processes.
Journal Entry Accumulation
Accumulates journal entries and maps them to the GL transaction based on criteria such
as appropriate geographical accounting principles for sending downstream to the corporate
general ledger.
Journal Record Creation
Analyzes and translates financial activities into journal records for sending downstream
to the corporate general ledger.
Financial Reporting
Application Identifier: 5.9.3
Overview
Financial Reporting applications provide customer financial data to downstream systems and
processes.
Functions
Account details to BI reporting
Financial Reporting also prepares account revenue details to be gathered into Business
Intelligence data warehouse to facilitate decision support.
Debt, Proof and Balance Reporting
Financial Reporting function to provide data presenting summaries of the financial
activities of customer accounts. It includes a set of debt aging reports and proof & balance
reports.
Tax information reporting
Financial Reporting of tax information to Corporate Tax in support of tax compliance.
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Payment Management
Application Identifier: 5.9.4
Overview
The Payment Management application provides a link between the payment channels (e.g. Post
office, Retail shops, etc.) and the service provider to allow many forms of payment to be
accepted in a controlled manner. Payment Management interfaces with financial institutions to
verify and accept or decline financial transactions.
Functions
Payment Management
Application Identifier: 5.9.4
Overview
The Payment Management application provides a link between the payment channels (e.g. Post
office, Retail shops, etc.) and the service provider to allow many forms of payment to be
accepted in a controlled manner. Payment Management interfaces with financial institutions to
verify and accept or decline financial transactions.
Functions
Payment Settlement
Application Identifier: 5.9.4.3
Overview
Payment Settlement submits authorized transactions from the service provider to the financial
institution and provides reconciliation support.
Functions
Financial reconciliation
Supports the reconciliation process with financial institutions
Financial transaction settlement
Submits authorized transactions to the financial institutions for settlement.
Bill Inquiry
Application Identifier: 5.10.1
Overview
Billing Inquiry applications provide capabilities to view a given customer’s invoice bill and
supporting details in order to answer customer questions.
Functions
Invoke bill calculation on demand
The function will invoke a bill calculation on demand for e.g. a purchase.
List all invoices
The Listing all invoices function will list all invoices for a customer both over time and for
customers with multiple invoices.
Dispute Management
Application Identifier: 5.10.2
Overview
Dispute Management applications provide necessary functionality to identify, track, and assign
an appropriate disposition to contested charges.
Functions
Dispute tracking
Open disputes that are entered into the dispute management system are tracked by an
audit process keeps track of its progress until it’s closed.
Enter agreed-upon adjustment.
An agreed-upon adjustment to settle a customer dispute, with notations, is entered
pending research and approval.
Open disputes registering
When a customer questions a charge, account representatives work with the customer
to resolve the disputed charge. Open disputes are entered into the dispute management system
where an audit process keeps track of its progress until it’s closed.
Resolve the disputed charge
An agreed-upon dispute adjustment is resolved after approval.
Adjustments
Application Identifier: 5.10.3
Overview
Adjustments applications provide appropriate functionality to create transactions that affect a
customer’s account balance as a result of an assessment or dispute.
Functions
•The case is investigated using billing data (invoice images, billed items, usage history) A/R
data (e.g. search of unmatched payment) and others (e.g. installed products, network
databases…).
Bill Dispute notification
Bill dispute consists of handling the customer inquiries received through customer
service, self care or any other channel about their bills that have not been solved by simple
actions (e.g. walk customer through their invoice or grant the request when disputed amount is
inferior to a threshold).
•The dispute settlement results in customer notification of the results, dispute granted (for the
whole disputed amount or part of it) or customer request denied.
Customer's Account Adjustment
Customer's Account Adjustment adjust customer's account balance based on the result
of a detailed assessment or dispute. Possible
adjustments may include tax adjustments, account/invoice/charge level adjustment, good will
adjustment as well as refund or credits.
All adjustments are made based on schedule of authorization polices. The customer service
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Update specific billing account information such as customer bill periods, bill media
options, etc.
Collection Management
Application Identifier: 5.14
Overview
The Collections Management application provides necessary functionality to manage customer
accounts where there is an outstanding balance. It allows handling of each account individually,
based on customer value and financial history using configurable policies. The collection
management application supports the collection lifecycle activities including: collection decision
making, selection of collection policy, collection execution - automating the collection treatment
flow, monitoring the collection process and collection settlement negotiation. The collection
application keeps track of collection status and history. The collections treatment flow can
perform a number of activities including issuance of treatment notices and collection letters.
Functions
Collection Decision and Monitoring - Evaluates each arriving account, decides whether
the account needs collection treatment, and assigns the relevant collection treatment policy to
each account, and Monitors the events that may change the collection execution. Such events
include: customer paid, customer status has been changed, payment back-outs. As a result,
stop, resume or reselect the collection policy
Collection Policy Manual Intervention
Manual Intervention - Provides the CSR with many options to override the automated
flow such as pause and continue the collection treatment, force an account into collection,
change the selected collection policy and stop manually the collection treatment.
Collection Treatment
Collection Treatment Management - Defines and initiates the collection treatment
activities according to the appropriate collection policy. A collection treatment can belong to one
of the following categories:
o Issue notice (e.g. Collection Letter, e-mail or SMS)
o CSR assignment – Assign a CSR or a CSR group to manually handle the collection.
o Issue Restrict/Restore/Disconnects request - Includes anything from restricting to
suspensions, as well as the restoration when payment is received.
o OCA Referrals - Passing the collection process on to an Outside Collection Agency.
o Initiate Write-off requests
Collection Treatment Management
Defines and initiates the collection treatment activities according to the appropriate
collection policy (using a business process automation engine). A collection treatment can
belong to one of the following categories: Financial, Service restriction, Customer
communication, CSR interaction and Outside Collection Agency treatment including Issue
notice (e.g. Collection Letter, e-mail or SMS)
CSR assignment collection treatment
Assign a CSR or a CSR group to manually handle the collection.
Debt Management Automatic Penalty charging
The Debt Management function:
•Charges: Automatic and manual generation of the penalty charges (dunning charges, payment
rejection fees) linked to dunning of the due amount, in order to bill the customer according to the
details of his / her contract.
Debt Management Financial Scoring
The Debt Management function:
•Update financial scoring: update of the customer scoring information, based on events that are
significant of payer behavior of the customer (e.g. late payment, delays, etc.)
Initiate dunning strategy
Implementation of the company’s dunning strategy within its information system. A
payment schedule is assigned according to a variety of customer criteria, such as customer
type, payment means, payment behavior, etc.
Manage the dunning and event process
Collection Settlement
Application Identifier: 5.14.3
Overview
The application provides the mechanism that allows the CSR to negotiate with customers and
offer them acceptable plans to pay their debts. These plans might be based on multiple
installments over a defined period of time, including the milestones at which the customer is re-
evaluated for fulfilling the arrangement.
Functions
Collation Actions- Build payment plan
Based on system recommendation or CSR decision to build a payment plan.
Collection Actions-Payment plan monitoring
Monitor the payment plan execution and trigger events for the collection monitoring
process.
Bill Calculation
Application Identifier: 5.15
Overview
The Bill Calculation application processes all charges against an account during bill cycles. Bill
Calculation can be executed both on a cyclic basis and on demand. It performs bill invoicing,
dealing with bill compilation of charges, credits, payments, adjustments, fees & taxes at various
levels, such as product and/or account level that have been generated since the last run for that
account. It could apply discounts. Finally, Bill Calculation Management calculates bill totals and
subtotals as appropriate. The pricing plans and discounts are determined based on the
agreements for the invoiced customer or account.
Functions
Apply pricing and discounting
Apply pricing and discounting rules and algorithms in the context of the assembled
information.
Billing Financial transaction creation
Create appropriate transactions regarding the current invoice for Receivables
Management
Calculate Bill-time Fee
Calculates and applies bill-time fees where necessary
Split Bill Distribution
Performing charge and event distribution to support a split bill
billing events. Customer Bill Charge Calculation also considers the results of aggregation and
balance management functions in the process of calculating charges.
Functions
Aggregates charges from different sources
This function determines charges, (including recurring, one time and usage charges) for
purchased products and services in a given bill run based on the customer price plan set at time
of the customer order/contract negotiation.
Currency conversion
Identifies the required currency conversion if any needed to appropriately bill the
customer
partial period (prorating) handling.
This function handles partial rating period, i.e. prorating.
recalculates charges
This function recalculates the charges when appropriate across product, location, or
customer, and considerations based on business rules.
Discounts Calculation
Application Identifier: 5.15.2
Overview
The Discounts Calculation provides appropriate functionality to apply discounts to charges.
Discount Calculation provides appropriate functionality to apply discounts or recalculate
discounts in the context of appropriate billing events. Discount Calculation also considers the
results of aggregation and balance management functions (based on a certain balance, different
discounts are applied) in the process of calculating discounts.
Functions
Discount Calculation
Discounts Calculation determines charge discounts based on pricing plan; including
discounts on recurring, one time, and usage charges.
Discounts may be applied at different levels such as cross product, cross location, or cross
customer (all customers that are part of a given group plan – some affiliation). The discounts
can be apportioned across multiple events.
Tax Calculation
Application Identifier: 5.15.3
Overview
Tax Calculation provides the necessary functionality to calculate taxes, including surcharges
and fees& where applicable. This function can occur within the Invoicing application or through
the use of an external Tax module.
Functions
Calculate taxes
Tax Calculation provides the necessary functionality to calculate taxes, including
surcharges and fees; where applicable. This function can occur within the Invoicing application
or through the use of an external Tax module.
This function can occur within the Invoicing application or through the use of an external Tax
module.
Commitment Tracking
Application Identifier: 5.15.4
Overview
The Commitment Tracking application provides commitment governance between the customer
and provider.
Functions
Commitment Tracking Data Collection
Gathering data to be used in the evaluation of the terms and conditions to monitor
financial commitments between the customer and the provider.
Commitment Tracking Settlements
Determining the outcome of the evaluation (financial benefits or penalties) in the context
of the gathered data for commitment tracking
Commitment Tracking Terms & Conditions Evaluation
Evaluating the terms and conditions in the context of the gathered data for commitment
tracking
Invoice Generation
Application Identifier: 5.15.7
Overview
Invoice Generation provides the means to calculate the balance due for an invoice/bill. In
addition, it assembles charges, credits, taxes, fees and adjustments that affect the balance due.
Subtotals and totals are also calculated at various levels.
Functions
Invoice Balance Calculation
Provides the means to calculate the balance due for an invoice/bill.
Invoice Charges Assembly
Assembles charges (including charge distribution- charges incurred by other customers),
credits, taxes, fees and adjustments that affect the balance due.
Invoice Detail Collection
Provides appropriate levels of detail regarding items on the invoice. This detail is
provided to revenue reporting and/or Bill Format & Render.
Invoice Totals Calculation
Provides subtotals and totals at various levels.
Case Management
Application Identifier: 5.17
Overview
Case Management applications manage the end to end lifecycle of a case. Cases and Case
Management could apply to any area of assurance, billing, or fulfillment, but presumably reside
in the customer layer. More specifically, Case Management could apply to customer problems
(service affecting or not), bill inquiries, disputes, or areas of ordering if so implemented by the
service provider.
Given Case Management must manage the lifecycle of a case, there must be a means to define
and configure different types of cases along with the workflow to execute the various types of
cases through their respective lifecycles. There must also be the capability to analyze and
correlate cases as well as report on the various cases open at any given time, and archive the
cases once closed. Note: The presentation layer for these applications will be found elsewhere
(Self Service, CSR Toolbox, etc.).
Functions
Case Detention
Case Definition and Configuration functions are responsible for defining and configuring
the various types of cases. Case types could include general queries, complaints,
commendations, and problem/trouble reporting.
Case Workflow
Application Identifier: 5.17.2
Overview
Case Workflow applications provide general workflow and orchestration capability for the Case
Management area. This capability will be used to implement the flow defined and configured via
the Case Definition and Configuration application.
Functions
Case workflow orchestration capability
Case Workflow orchestration capability for the Case Management area.
Case Reporting
Application Identifier: 5.17.5
Overview
Case Reporting applications provide Case Management based reporting.
Functions
Case Reporting
Case Reporting provides various operational reports regarding the status and state of
the various cases in the Case Management application.
Case Archival
Application Identifier: 5.17.6
Overview
Case Archival Applications provide appropriate functionality to archive and cases at an
appropriate time after case closure.
Functions
Archived Cases Retrieval
Archived Cases Retrieval function provide the means to retrieve the archived cases as
needed.
Case Archiving
Case Archiving functions provide appropriate functionality to archive and cases at an
appropriate time after case closure.
Functions
Customer SLA Violation quantification
Customer SLA Violation Management function to quantify the violation in terms of an
adjustments or actions per the contract. (Per the SLA contract,)
Customer SLA violation remedy initiation
Customer SLA Violation Management function to provide the necessary functionality to
pass adjustment or action on to billing or appropriate systems for remedy
Open Customer SLA violation tracking
Customer SLA Violation Management function to track and manage open Customer SLA
issues.
SLA violation notification
Customer SLA Violation Management function provide the necessary functionality to
notify appropriate people or systems to remedy the SLA violation.
Charge Calculation
Application Identifier: 5.19.1
Overview
The Charge Calculation application assigns a value (monetary or other) to an event in the
context of a product and payer. Charge calculation may be as simple as direct application of a
price to an event or may be complicated, involving a combination of price and other factors
(measurements). The values that result from a charge calculation are not limited to monetary
values – they may represent many types of units (minutes, points, tokens, etc.).
The application accepts events that are:
• Usage events / records or
• Events derived from Customer and Order/Product information that indicate the need for
recurring and onetime charges.
The value that results from Charge Calculation may be used in many subsequent processes,
including:
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The values that result from the calculation may be expressed as recurring charges/credits, one-
time charges/credits, or usage charges/credits.
Taxes may be calculated for the individual customer specific charges using the Tax application,
otherwise taxes are calculated by the Tax application during the bill calculation process.
Functions
Accumulate events for charge calculation
Accumulate events that provide measurements that will be used in the charge
calculation (e.g. used allowance).
Charge/Credit calculation
Calculate event-level charges/credits (one time, recurring, and usage)
Proration of calculated charges/credits.
Proration of calculated charges/credits.
Recalculation
recalculation of charges/credits based on information received later (e.g. from the
Service Level Agreement function, delayed call detail record file arrival, delayed order arrival).
Recalculation may be necessary: pre-billing (prior to Bill Calculation), during the Bill Calculation
process, and/or post-billing.
Balance Management
Application Identifier: 5.19.2
Overview
The Balance Management applications are responsible for activities related to the creation and
maintenance of the balances of a customer and/or a subscriber. Balances may be shared (e.g.
between subscribers in a hierarchy). Balance can be managed at most granule level for
example at the level of subscription. These processes will be required to support both batch and
real-time processing. Types of balances include:
• Monetary balances
o Prepaid balances
o Postpaid balances
•Non-monetary balances (e.g. free minutes, WAP-only quota, tokens, etc.)
Functions
Balance expiration dates setting
Record definition of policies regarding temporal aspects of balance
Balance information to the financial systems reporting
Communication of balance information to the financial systems (e.g. General Ledger,
Accounts Receivable) within the enterprise.
Balance inquiry.
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Billing Event Error Management functions are a complex set of activities related to
automating the processes of correcting errors in billing events. This often includes the capability
to apply mass corrections.
Functions
Billing events may originate from many sources. A primary source of billing events is the Usage
Management function. The Usage Management function will provide information produced by
various network elements to Billing Event Processing. Events produced in the Usage
Management function may be used as:
1. Measurements for calculating the charge of purchased products offerings where the price is a
usage price type. The events may report measurements expressed in various units (bandwidth,
duration, quantity, message vs. measured, etc.).
2. Purchase indicators that indicates to Billing that a product offering has been “ordered” by a
customer
Events to be rated are distributed to the appropriate rating system. Once rated, the events are
returned from Rating to Billing Events Management and from there distributed to Bill
Calculation. Rated events may be used by Balance Management to affect a balance.
Events that indicate a roaming activity are distributed to outside service providers.
Functions
Billing Event Processing Analysis
Billing Event Processing Analysis
Billing Event Processing Summarization Analysis
Billing Event Processing Collection
Billing Event Processing Collection, including gateway functions
Billing Event Processing Correlation
Billing Event Processing Correlation
Billing Event Processing Distribution
Billing Event Processing Distribution
Billing Event Processing Enrichment
Billing Event Processing Enrichment
Billing Event Processing Guiding
Billing Event Processing Guiding
Billing Event Processing Mediation
Billing Event Processing Mediation converts records into a format compatible to the
Billing System
Billing Event Processing Summarization
Loyalty Subscription Management can assign multiple traffic channels to loyalty subscriptions
(sim-cards, PBX, Call Data Network etc.)
visualization of Score details (date, description event type, points, final score) via different
contact Channels (e.g. via Web, IVR, Call Centre).
This domain supports voice, chat, email, postal mail, and faxes. eService is noted but is
addressed in a separate domain. The domain supports all operational tools used by the
customer service / work center community including desktops and associated user interfaces.
The domain also supports back-office operations as well as center management.
Functions
Role-Based Portal
Application Identifier: 5.22.1
Overview
The Role-Based Portal focuses on eliminating swivel chair operations, increasing the flexibility
of the work distribution, driving desktop consistency and reducing cost due to functional
duplication. It also promotes role and user based personalization at the agent/center/team level.
The portal provides the ability to combine business functionality (portlets) into a specific role that
comprises the agent’s end-to-end responsibilities.
Functions
Center Administration
Application Identifier: 5.22.2
Overview
Center Administration provides care-center administrators tools that enable them to efficiently
manage center operations. Operations would include center productivity, performance metrics
collection, training as well as force and skill assignment.
Functions
Role-Based Portal
Application Identifier: 5.22.1
Overview
The Role-Based Portal focuses on eliminating swivel chair operations, increasing the flexibility
of the work distribution, driving desktop consistency and reducing cost due to functional
duplication. It also promotes role and user based personalization at the agent/center/team level.
The portal provides the ability to combine business functionality (portlets) into a specific role that
comprises the agent’s end-to-end responsibilities.
Functions
Operations Portal
Application Identifier: 5.22.1.1
Overview
The Operations Portal encompasses Portal Infrastructure for internal / center use into which
functional components are plugged. The Framework provides the “foundation” for the
development of agent-facing functionality.
Functions
Support Portal Server
The Operations Support Portal encompasses Portal Infrastructure for internal / center
use into which functional components are plugged. The Framework provides the “foundation” for
the development of agent-facing functionality.
Center Administration
Application Identifier: 5.22.2
Overview
Center Administration provides care-center administrators tools that enable them to efficiently
manage center operations. Operations would include center productivity, performance metrics
collection, training as well as force and skill assignment.
Functions
Center Budget Management includes the tracking of all center expenses including
operating expenses as well as project expenses. This function is primarily used for managing
project budgets where a project can have long durations, multiple parallel or sequential activities
and may involve work by multiple support resources.
Center Quality Management
Center Quality Management supports the tracking of all quality components of a support
(ordering, outage, provisioning, etc.) project for completeness, accuracy, and customer
satisfaction.
Center Time Management
Center Time Management supports all the time management of a service provider
Agent/CSR/LCM etc....including tracking of hours worked, hours spent in training and other
activities. It includes all time attributes used in the scheduling of resources to meet center SLAs.
This function would also track time associated with a specific activity whether it be a short
(single contact) or long running, multiple contact and team related activity. This aspect of time
may span center resources.
Center Quality Management supports the tracking of all quality components of a support
(ordering, outage, provisioning, etc.) project for completeness, accuracy, and customer
satisfaction.
Functions
Customer/Internal Collaboration/Chat
Application Identifier: 5.22.3.1
Overview
Customer/Internal Collaboration/Chat supports the tools and integration of Customer or internal
collaboration/chat between customer/agent, agent/agent, and agent/support group.
Functions
Collaboration Blog
Collaboration Blog is a website formed to present a writer's or group of writers'
contributions, observations and opinions about common matters for the collaborative
community. It also allows for commenting and improvements of the contributed material.
Collaboration Calendar
Collaboration Calendar is a common calendar for the collaborative community for
coordination of planning and announcements of events etc.
Collaboration Document Repository
Collaboration Document Repository is a common storage of documents of interest for
the collaborative community. E.g. documents for work in progress and archives of base material
and results.
Channel Infrastructure
Application Identifier: 5.22.3.4
Overview
Channel Infrastructure represents the cross-channel components that drive consistency and
analytics of the customer experience. Channel infrastructure would manage common contact
event information such as transaction state, statistics, history, etc.
Functions
Privacy Dashboard
Application Identifier: 5.23
Overview
The Privacy Manager application is used to manage all aspects of the privacy of Data Subjects
(End users), from the creation of Privacy Profile Types, their management, to the display of
Privacy Profiles and provide functionalities for their modification and evolution. The Privacy
Manager provides features depending on authorization and consequently roles of users:
-Administrators: the administrators are in charge of the definition of the Privacy policy and
consequently the creation of the Privacy Profile Type, the maintenance, evolution, depending on
the ability of underlying components that handles Personally Identifiable Information (PII).
-Customer support: the customer support is in charge of the performing some operation on
Privacy Profile on behalf of end-user.
-End-user (Data Subject Party): the end-user is able to view its Privacy Profile, the value of
Privacy Profile attributes, and manage it.
Functions
Privacy Consent
Application Identifier: 5.23.3
Overview
Privacy Consent (End-user): feature used to obtain consent from the Data Subject at the time of
an evolution of the Privacy Profile. This can be initiated by the Data Subject when s/he wants to
create a new usage of its PII, or by the Service when requiring an evolution of the Privacy
Profile to deliver a new scenario.
Functions
Privacy Consent Agreement
A Privacy Dashboard function used to obtain consent from the "Data Subject Party" at
the time of a change to the Privacy Profile. This can be initiated by the "Data Subject Party" at
creation of new usage, or by the Service when delivering a new scenario.
This mapping is stored either intrinsically in the core Service Inventory, or discretely via Service-
Supporting Resource Inventory applications.
Service Inventory may include the following relationship types between entity instances:
• Realization by Composition – A mapping from a service to the child services and/or
resources which specifically compose that service (e.g. the RFS instance or instances whose
whole purpose is to implement a CFS, the assignable resources which realize an RFS). If a
parent service is torn down, child objects with a Composition relationship are typically removed
or reallocated (e.g. transitioned to spares inventory).
• Realization by Aggregation – A mapping from a service to the services and/or resources
which support this service in addition to other services. (e.g. a network access RFS which
supports a number of different network CFSes). If a parent service is torn down, child objects
with an Aggregation relationship are typically maintained as long as at least one other parent
service still exists.
• Dependency – A link between services and/or resources which is not strong enough to
qualify as Composition or Aggregation, but where various Fulfillment, Assurance, and Change
Management processes need to be aware of the relationship. Dependency relationships support
the ability for change management processes to evaluate if a dependent service or resource
may be impacted by changes to a specific service or resource.
Functions
In addition, Service Order Management also provides service design and assignment
functionality.
Functions
resolving them in an efficient manner. The present operational status is made available as
notifications for immediate action in case of significant operational deviation.
Functions
Configuration and Onboarding” function will configure the on boarded service and the relevant
systems to establish integration automatically, when requested.
Service Task Item Decomposition
Service Task Item Decomposition: By a request for an orchestration of a service the
service needs to be analyzed and decomposed into the part-actions necessary to take to fulfill
the requested orchestration. The Service may consist of several services and may use a
number of Resources. It may also be controlled by several parameters for optional behaviors.
This composition of the Service is given by configuration data available from Catalog
applications and the Service Capability Orchestration application.
Service Task Item Sequence Carry Through
Service Task Item Sequence Carry Through: Because of the “Service Decomposition” of
an orchestration request the result may be several actions that needs to take place in a specific
sequence. The “Service Task Item Sequence Carry Through” function executes each individual
item in sequence to fulfill, or roll back according to a pre-defined configuration, and reports the
sequence carry through result.
Service Task Item Sequence Carry Through Configuration
Service Task Item Sequence Carry Through Configuration: The “Service Task Item
Sequence Carry Through” function controls so that the sequence is fulfilled, or rolled back. The
rules for the sequence execution will set the conditions for the fulfillment, or roll-back, and for
the reporting and notification. The “Service Task Item Sequence Carry Through configuration” is
a management of the application function that defines how the execution of the orchestration
sequence will be done.
Service Task Item Sequence Control
Service Task Item Sequence Control: Because of the “Service Task Item
Decomposition” of an orchestration request the result may be several actions that need to take
place in a specific sequence. Each action is an item in the “Service Task Item Sequence” and
will perform according to a pre-configured configuration. The “Service Task Item Sequence
Control” controls the execution of each Item’s action.
Service Task Item Sequence Control Configuration
Service Task Item Sequence Control Configuration: Each item (action) in a Service Task
Item Sequence will perform according to a pre-configured configuration. The “Service Task Item
Sequence Control Configuration” is a management of the application function that defines that
the execution of each service task item (action) will be done as part of an orchestration.
qualify as Composition or Aggregation, but where various Fulfillment, Assurance, and Change
Management processes need to be aware of the relationship. Dependency relationships support
the ability for change management processes to evaluate if a dependent service or resource
may be impacted by changes to a specific service or resource.
Functions
Service-Resource Inventory
Application Identifier: 6.2.1
Overview
Service-Resource Inventory is a shared function between Service Inventory and Resource
Inventory, and, depending on the needs of an individual organization, may be implemented in a
Service Inventory Management system, a Resource Inventory Management system, some
combination of both, or even in a standalone application which bridges the gap between Service
and Resource Inventory Management.
Service-Resource Inventory entails managing the relationship between RFSes and the
resources and resource domain managers which implement the services on the network.
Resources may all be directly managed by the carrier's Resource Inventory systems, or may
also include references to resources from a Supplier/Partner asset management system.
Typically, this inventory does not track all possible network resources involved in delivery of the
service (this is the realm of Resource Inventory Management systems themselves), but rather:
• Any stand-alone physical or logical resources whose assignment is critical to service fulfilment,
and whose tracking is critical to service operations, assurance, and billing. Examples may
include: modem or other special CPE equipment which may not be tracked directly as part of
the provider network, static IP addresses and other network identifiers, etc.
• Assignment-level resources which represent a larger resource structure supporting the
service, often referred to as an Access Point. Examples include: the ADSL DSLAM port
assigned to a service, a data circuit service assigned customer facing router interface or sub
interface, etc.
• In some cases, the Service-Supporting Resource Inventory may also track the domain
manager applications (e.g. Resource Inventory and/or Activation systems) which manage the
resource in question, although in a mature SOA implementation, the Service-Supporting
Resource Inventory can often be agnostic of which resource layer systems actually master the
resource data.
Functions
Service-Resource Relationship Management
Service-Resource Relationship Creation, Update and Deletion of the relations of stand-
alone physical or logical resources whose assignment is critical to service’s fulfilment, and
whose tracking is critical to service operations, assurance, and billing, as well as, resources,
which represent a larger resource structure supporting the service, often referred to as an
Access Point.
Service-Resource Relationship Management Notifications
Notification of Service-Resource Relationship Management actions to relevant
stakeholders
When new service inventory information is discovered, the Service Inventory Reconciliation /
Synchronization system will try to match the newly discovered information with an entity or
entities already existing in the Service Inventory.
If no match is found, the Service Inventory Reconciliation / Synchronization system will typically
assume that a new entity has been discovered and add the entity to the inventory. Alternately,
as decided by the service provider as part of their procedures, the Service Inventory
Reconciliation system may record this event as an exception, implicitly or explicitly triggering a
workflow to resolve the exception. For example, this may happen if the service provider always
expects to have the planned service inventory in their Service Inventory Management systems
before the actual services are activated.
If a match is found and there are no unexpected discrepancies, the Service Inventory
Reconciliation / Synchronization system will update the inventory as needed. For example,
records may be updated to fill in missing attributes or update attribute values which have
changed. If a match is found and there are unexpected discrepancies, the Service Inventory
Reconciliation system will typically raise an exception so that service provider personnel can
correct the problem. Exceptions may be managed within the application itself, via a report, or via
a generalized worklist tool.
Functions
In addition, Service Order Management also provides service design and assignment
functionality.
Functions
Service Design/Assign
Application Identifier: 6.3.4
Overview
The Service Order Design/Assign application performs end to end engineering design of
service.
Functions
Note: If an order repository or common order data services (common model) layer is being
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used and shared across layers (Customer, Service, and Resource layers), this decomposition
can be simplified
Service Design/Assign
Application Identifier: 6.3.4
Overview
The Service Order Design/Assign application performs end to end engineering design of
service.
Functions
Design Solution
Application Identifier: 6.3.4.1
Overview
Design Solution applications determine the end to end service design.
Functions
Service design management
The Design Solution function supports the end to end service design. It applies
engineering rules to determine required network facilities, equipment configurations and the
method and access path to the customer site or location of service termination.
This function also establishes and manages the detailed design tasks required to issue the work
orders.
Procure Access
Application Identifier: 6.3.4.3
Overview
Procure Access applications obtain access paths to the customer or service location.
Functions
Access Path Procurement
The Access Path Procurement function obtains access paths to the customer or service
location through supply chain (internal or external) which is managed or delegated in the form of
a resource order or a resource facing service order.
Procure CPE
Application Identifier: 6.3.4.4
Overview
Procure CPE applications determine customer premise equipment needs and availability as well
as assign assets or orders CPE.
Functions
CPE Procurement
The CPE Procurement function determines customer premise equipment needs and
availability as well as assigns assets or orders CPE via supply chain processes as appropriate.
Service Order Validation applications provide the required functionality to validate a service
order request.
Functions
Service Order Validation
The Service Order Validation function validates the service order request based on
contract, catalog, and provisioning rules.
Service Availability
Application Identifier: 6.3.9.3
Overview
Service Availability applications validate that the service or services are available and feasible at
the specified customer/service location.
Functions
Service address validation
Service address validation function validates that the service or services specified on the
service order are feasible from a network point of view.
Service availability validation
Service availability validation function validates that the service or services specified on
the service order are available at the specified customer/service location.
Service Availability
Application Identifier: 6.3.9.3
Overview
Service Availability applications validate that the service or services are available and feasible at
the specified customer/service location.
Functions
Service address validation
Service address validation function validates that the service or services specified on the
service order are feasible from a network point of view.
Service availability validation
Service availability validation function validates that the service or services specified on
the service order are available at the specified customer/service location.
Functions
Functions
Service Problem Monitoring Collection
The function is responsible for collecting the status messages and correlating them to
service topology and comparing them to the established Service monitoring model.
Service Problem Monitoring Reporting
Service Problem Monitoring Reporting function is responsible for displaying and notifying
the operational status of services to operations personnel and applications.
Service Problem SLA Monitoring
Service Problem SLA Monitoring function is comparing the service problem status' and
availability against established service level agreements.
Overview
Service Problem Correction & Resolution applications provide the necessary functionality to
resolve the serve problem back to a normal operational state as efficiently as possible.
Functions
Service Problem Correction & Resolution
Service Problem Correction & Resolution functions provide the necessary maintenance
functionality to resolve the service problem back to a normal operational state as efficiently as
possible, and automated notification to applications responsible for automatic problem mitigation
on the services and resources.
This may involve automated or manual restoration activities. It may also reconfiguration, re-
assignments, temporary work-arounds, and/or dispatches of field technicians.
Service Problem Correction Reporting
Service Problem Correction Reporting and notification of correction status to applications
and personnel responsible for problem mitigation of the services and resources.
These reports may be generated as part of the normal periodic operations ("scheduled"), or may
be as a result of a specific analysis request ("in-demand"). Report types include near real time,
historical view, and trend analysis.
Relevant performance reports are also provided to service/network planning to perform network
updates.
Service Test Strategy and Policy Management functions provide the necessary
functionality to manage the local rules that define the strategies for conducting a test as well as
how the test results should be interpreted.
The Service Test Command and Control application provides the necessary functionality to
access, command, and control the devices required for service testing.
Functions
Test Access and Control
The Service Test Command and Control function provides the necessary functionality to
access, command and control the various service test devices required to perform service
testing.
Lifecycle management provides support for both Operational and Strategy, Infrastructure and
Product wings of Business Process Framework.
Eight specialist resource development and management applications are proposed here, in
order to their normal sequencing.
1. Strategic Planning
2. Capability Specification
3. Tactical Planning
4. Resource Specification
5. Implementation Planning
6. Planning Design Automation
7. Spares & Warehouse Inventory
8. Resource Commissioning & Configuration
These represent distinct, real world planning functions and may consist of sub-functions. They
apply to all network engineering for fixed, mobile and cable and IT applications. The term
‘networked resource’ is used for the totality of applications and network used to deliver the
applications to consumers over any form of network media.
Functions
Overview
Resource Inventory applications manage information of all resources used to implement
services and products. This application area is typically linked to various element management
systems (i.e. building inventory for actual server, applications, network and resource assets)
and resource inventory database systems which may or may not be combined with Service
Inventory Application(s) or database(s).
In addition, Resource management applications have a major role to play managing spare
parts& passive resources including cable pairs and external plant and passive customer
premises equipment. In addition, Resource Inventory applications are used to discover and
manage underutilized or ‘stranded’ resources.
Functions
Resource Information Model Creation
Based on a standardized information model (e.g. TM Forum Information Framework) for
the resources to be managed, the service provider would need to add a lot of detail concerning
the resource attributes that are to be managed. The specific details will depend on the particular
resources (e.g., particular types of managed elements and equipment) and associated
technologies (e.g., SONET/SDH, ATM and Ethernet) to be managed.
Resource Inventory Reconciliation
This function entails a reconciling function for the inventory with inventory discovered
from another source (typically, the network). When new inventory information is discovered, this
is tried to be matched with an entity or entities already known.
Resource Inventory Retrieval
This function allows for client operations support (service assurance and billing systems)
to retrieve part or all of the resource inventory known to the target OSS.
This feature may allow the following selection criteria:
• retrieval of a specified set of one or more sub-trees
• exclusion or inclusion of specified object types from the selected sub-tree
• further filtering based on attribute matching
• retrieval of only the object instances that have been modified after a provided date and time
• For the selected objects, this feature may allow the client operations support (service
assurance and billing systems) to specify what specific attributes and relationships shall be
returned. This (the attributes and relationships to be returned) would be the same for all objects
of the same type.
Resource Inventory Update
This function entails requesting that another inventory (referred to as the target OSS)
update its inventory based on a provided collection of updates. The expectation is that the target
inventory is updated as requested, but no other side-effects are expected (e.g., creating an SNC
in the network). This is a key point concerning this capability. The inventory update request can
involve addition (new object), modification (change to an existing object) or deletion (removal of
an object).
Resource Inventory Update Notifications
This function entails the generation of inventory update notifications based on changes
to the inventory; Notifications concerning object creation, object deletion and attribute value
changes to other systems.
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Application Framework R17.5
• Single Entity Notifications – in this variation of the feature, each notification pertains to only
one entity, e.g., an equipment instance
• Multi-entity Notifications – in this variation of the feature, a single notification may report on
inventory changes for multiple entities.
• Notification Suppression – in this variation of the feature, each notification pertains to only one
entity.
Other functionality includes resource order issuance, resource and or service order
decomposition, and resource order tracking along with orchestrating the activation and the test
and turn up processes.
Notifications will be issued to the Service Order Management during the resource order
orchestration process (especially upon completion). Such notification can trigger other steps in
the Service Order Management (e.g. resource order completion concludes these steps with
Service Order Management).
In addition, Resource Order Management also provides network design and assignment
functionality.
Functions
Functions
Voucher Management
Application Identifier: 7.6
Overview
The Voucher management application handles all aspects of prepaid recharge vouchers. A
voucher has a unique serial number and may have a PIN code by which it is identified. The PIN
code may be covered, and scratched off in order to use the voucher. Other forms of vouchers
include e-vouchers that may have a pin generated only after activation. Customers can use
vouchers to recharge their balances by various methods including contacting the call center and
providing the CSR with the voucher or via self-service system.
The application performs automation of the voucher lifecycle, and should support a wide variety
of voucher types. Voucher Management should also provide encryption, voucher tracking, as
well as address fraud and handle various distribution channels. As such voucher can be placed
on the entire gamut of the Resources Domain with strong affiliation to the Billing vertical
because of the monetary value of the vouchers.
Functions
Voucher Distribution
Voucher Distribution to dealers including shipment and validation of reception of actual
vouchers
Voucher Life Cycle Management
Voucher Life Cycle Management including activation, locking, expiration and
maintenance of purchased vouchers
Voucher Ordering
Voucher Ordering including the ability to generate, modify, authorize and associate a
PIN with serial numbers and dispatch the order to the manufacturer
Voucher Reporting
Fault Management
Application Identifier: 7.10
Overview
Fault Management applications provide necessary functionality to manage faults associated
with specific resources. This includes the detection, isolation, resolution, and reporting of
various faults.
Functions
Workforce Management
Application Identifier: 7.12
Overview
Workforce Management applications manage field forces to make optimum use of manpower
and other resources such as vehicles. They are used to schedule resources, provide a map of
field skill sets and provide forecasting and load balancing capabilities. Workforce Management
can be used to manage both internal and external resources in areas of service assurance,
provisioning, routine work, and preventive maintenance.
Functions
Usage Management
Application Identifier: 7.14
Overview
Usage Management is the conduit for usage events of various types and formats from the
different event generating functions like networks, applications, infrastructures, “Management
and Control” etc. to various processes such as billing, legal compliance, and service assurance.
Usage Event records are collected/processed, edited, correlated, enriched, formatted and
distributed to upstream systems. It is not necessary that all usage events are always charged
but might be used for enrichment of other usage events.
The Usage Management function supports various types of charging for sessions and events,
for example, application instance, Max/Min usage based on flexible time intervals or active
users of the application in both batch and real-time.
Functions
Location Management
Application Identifier: 7.15
Overview
Location Management provides the required functionality to manage the physical and logical
attributes of location data for the service provider. It can include addresses (street, city,
state/province, & country), geospatial information (lat/long), as well as common code
information (such as CLLI - Common Language Location Identifier). This location inventory can
include both customer location data as well as service provider location data (anything of
interest to the service provider to support their operational needs).
Functions
will control the starting of new instances and closing of instances of a Resource like but not
limited to CPU, Memory etc.
Resource Task Item Decomposition
Resource Task Item Decomposition: By a request for an orchestration of a resource the
Task Item needs to be analyzed and decomposed into the part-actions necessary to take to
fulfill the requested resource orchestration. The resource task item may consist of several
resource tasks and may use a number of Resources. It may also be controlled by several
parameters for optional behaviors. This composition of the Resource is given by configuration
data available from Catalog applications and the Resource Capability Orchestration application.
Resource Task Item Sequence Carry Through
Resource Task Item Sequence Carry Through: Because of the “Resource Task Item
Decomposition” of an orchestration request the result may be several actions that needs to take
place in a specific sequence. The “Resource Task Item Sequence Carry Through” function
executes each individual item in sequence to fulfill, or roll back according to a pre-defined
configuration, and reports the sequence carry through result.
Resource Task Item Sequence Carry Through configuration
Resource Task Item Sequence Carry Through configuration: The “Resource Task Item
Sequence Carry Through” function controls so that the sequence is fulfilled, or rolled back. The
rules for the sequence execution will set the conditions for the fulfillment, or roll-back, and for
the reporting and notification. The “Resource Task Item Sequence Carry Through configuration”
is a management of the application function that defines how the execution of the orchestration
sequence will be done.
Resource Task Item Sequence Control
Resource Task Item Sequence Control: Because of the “Resource Task Item
Decomposition” of an orchestration request the result may be several actions that need to take
place in a specific sequence. Each action is an item in the “Resource Task Item Sequence” and
will perform according to a pre-configured configuration. The “Resource Task Item Sequence
Control” controls the execution of each Item’s action.
Resource Task Item Sequence Control Configuration
Resource Task Item Sequence Control Configuration: Each task item (action) in a
Resource Task Item Sequence will perform according to a pre-configured configuration. The
“Resource Task Item Sequence Control Configuration” is a management of the application
function that defines that the execution of each resource task item (action) will be done as part
of an orchestration.
numbers, addresses, cables and network devices they would typicality be a standalone
implementation covering the basic functionalities in Cross Domain, the layering relation between
the service and resource catalog will be realized in the other Resource Lifecycle Applications.
See: Cross Domain- Catalog Management for more information.
Functions
Catalog Management Functions for Resources
Resource Catalog Management Functions are equivalent to the functions of the Catalog
Management in the Cross Domain.
Lifecycle management provides support for both Operational and Strategy, Infrastructure and
Product wings of Business Process Framework.
Eight specialist resource development and management applications are proposed here, in
order to their normal sequencing.
1. Strategic Planning
2. Capability Specification
3. Tactical Planning
4. Resource Specification
5. Implementation Planning
6. Planning Design Automation
7. Spares & Warehouse Inventory
8. Resource Commissioning & Configuration
These represent distinct, real world planning functions and may consist of sub-functions. They
apply to all network engineering for fixed, mobile and cable and IT applications. The term
‘networked resource’ is used for the totality of applications and network used to deliver the
applications to consumers over any form of network media.
Functions
Implementation Planning
Application Identifier: 7.1.2
Overview
Implementation Planning is based on graphics rather than inventory data and is used for the
local implementation of Tactical Plans at street level and within buildings.
Functions
Local Tactical Plans Implementation
Implement tactical plans locally at individual CSP sites and at street level.
Physical Implementation Information handling
Provide levels of implementation details that tactical planning does not need to specify,
such as duct routes and the frame appearances of device ports.
Physical Infrastructure Shortfall Identification
Tactical Planning
Application Identifier: 7.1.3
Overview
Tactical Planning predominately supports the Operations Support and Readiness area of the
Business Process Framework.
Functions
Tactical Resource Planning
Tactical Planning; detailed design of resource against the existing networked resource at
all technology layers, ensuring that the designed resource is actually deployed and for
accurately recording the resultant inventory.
Overview
‘Planning Design Automation’ is an additional, value-add application, which should also be part
of Application Map, but is not present in Application Map r2. It provides automation for both
Tactical and Strategic Planning.
Functions
Complex Analysis
Provides complex algorithmic and heuristic analysis capability for network planning and
make use of market forecasts and utilization trends, and can be used to optimize the network for
capacity and resilience
Design Automation
Provides design automation Applying algorithmic and heuristic analysis of the network in
order, for example, to determine the optimum topology of a green field national, where
geography and population distribution need to be taken into account.
Network Forecasting Support
Support forecasting functionality to be applied at different levels of detail and over
different time frames. Some types of forecast are more relevant to Strategic and others more
relevant to Tactical Planning. Both product volume forecasts and utilization trends are relevant
to this automation function
Network Views
Provides a more generalized view of the network than found in resource management.
Support retrieval, update, update notifications and reconciliation for the Spares &
Warehouse Inventory Management
Strategic Planning
Application Identifier: 7.1.8
Overview
The focus of this application is the general network architecture and capacity, together with the
strategy for the deployment of network and IT technology within the architecture. It
predominately supports processes in Strategy, Infrastructure and Product wing of the Business
Process Framework.
Functions
Optimum network deployments Determination
Determine optimum network deployments, such as tier structuring and resilient
topologies.
Resource demand and trends Analyzing
Analyze demand forecasts and utilization trends for the network architecture and
capacity, together with the strategy for the deployment of network and IT technology within the
architecture. It predominately supports processes in Strategy, Infrastructure and Product wing of
the Business Process Framework.
Strategic Network Sizing Decision Support
Support Strategic Network Sizing Decisions -Support strategic decisions as to which
locations and which links to grow or shrink across the network
Strategic Planning Results Inventory
The strategic planning result can be inventoried in either strategic or tactical planning
system, but data will need to exist in both to support interworking.
Strategic sites determination
Determine which locations are to become strategic sites.
Other functionality includes resource order issuance, resource and or service order
decomposition, and resource order tracking along with orchestrating the activation and the test
and turn up processes.
Notifications will be issued to the Service Order Management during the resource order
orchestration process (especially upon completion). Such notification can trigger other steps in
the Service Order Management (e.g. resource order completion concludes these steps with
Service Order Management).
In addition, Resource Order Management also provides network design and assignment
functionality.
Functions
Resource Availability
Application Identifier: 7.3.3.1
Overview
Resource Availability applications validate that the resource or resources specified on the
resource order are available at the specified customer/service location.
Functions
Resource availability validation
The Resource Availability function validates that the resource or resources specified on
the resource order are available at the specified customer/service location and feasible from a
network point of view. This includes the following:
• Resource address validation
• Resource availability validation
• Resource feasibility validation
• Establishment of service termination points
• Determination of delivery interval
service is built up of services and the services are built of resources. For a full compound
Service configuration there is a need for Resource configuration.
Resource configuration plan composition
Compose a resource configuration plan according to the required resource actions and
sent to Resource Order Orchestration and/or Network Resource Activation
Resource inventory updating
Update information in the resource inventory as to configuration of specific resources
Resource parameters Reservation
Reserve the right resource parameters based on resource specification and resource
inventory.
Resource parameters allocation
Allocating the right resource parameters to fulfill resource orders
Resource Discovery
Application Identifier: 7.4.1
Overview
The resource Discovery applications are responsible for automatically discovering the
resources and their details through a management channel. These applications may either
communicate directly/indirectly with the Network resources or Resource Element Manager.
Functions
Network resources discovery
The resource Discovery functions are responsible for discovering the resources and their
details through a management channel. These functions may either directly communicate with
the Network resources or communicate through a Resource Domain Manager. The functions
should be able to support either retrieving the overall resource information or the detailed
resource information which can include sub-components.
Resource Activation
Application Identifier: 7.4.2
Overview
Resource activation applications translates a fulfillment request as specific control commands
for a network resource or IT resource often handling proprietary messaging with individual
resources.
Functions
Resource Activation
Resource Activation Functions including: • Update the resource instance to perform the
activation or deactivation • Multi-vendor and multi-technology activation • Update the resource to
activate Billing data collection • Confirm / identify available resources
Resource Activation Notification and Inventory Update
Resource Activation Notification and Inventory Update functions including: • Notify
Resource Provision / Control of the activation status • Update Resource Inventory with the
resource status information
Resource Activation Orchestration
Resource Activation Orchestration Functions including: • Queued / scheduled activation
requests • Configuration validation and rollback • Manage dependencies within, and across
network elements through rules • Multiple NE activation coordination
Functions
Resource data parsing
Resource Data Mediation represents the functions that enable the OSS and the
networked resource to exchange data and command and control by parsing of data from one
format to another
Resource Data parsing rules tools
Tools to set up and maintain resource data parsing rules
Resource Data pattern recognition
Resource fault and performance data pattern recognition
Jeopardy Management
Application Identifier: 7.5.3
Overview
This is a function that should be found in any process or workflow management system and
warns when a delay in the due date of a task or process step will prevent subsequent tasks from
starting, or affect the overall end date of the process.
Functions
Workflow/Process Jeopardy Management
This is a function that should be found in any process or workflow management system
and warns when a delay in the due date of a task or process step will prevent subsequent tasks
from starting, or affect the overall end date of the process.
Resource Logistics
Application Identifier: 7.5.4
Overview
Resource logistics applications coordinate the availability and deployment of resources to their
in-service locations. These often have a close-coupling with supply chain applications but serve
complementary roles. Whereas supply chain applications identify vendors and alternate
sources, and manage order fulfillment while seeking to minimize stocking levels& resource
logistics applications identify and distribute resource stock where needed as quickly as possible.
Functions
Engineering Resource location management
Engineering Resource logistics functions coordinate the availability and deployment of
resources to their in-service locations.
Network Asset Deployment Workflow
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Application Framework R17.5
Fault Management
Application Identifier: 7.10
Overview
Fault Management applications provide necessary functionality to manage faults associated
with specific resources. This includes the detection, isolation, resolution, and reporting of
various faults.
Functions
Fault Surveillance
Application Identifier: 7.10.1
Overview
Fault Surveillance applications provide the necessary functionality to monitor the operational
status of the service provider's resources.
Functions
Operational Status Surveillance
This Fault Surveillance function is responsible for displaying the operational status of
resources in either a tabular or graphical representation or both. The function is responsible for
collecting the status messages and correlating them to resource topology.
Overview
Fault Correlation & Root Cause Analysis collects the various fault events in the network as well
as other relevant information such as network topology, and relates these events, reducing the
number of raw events to some smaller number. Root Cause Analysis (RCA) enables the end
user to quickly determine the root cause of a problem in the network. These applications have a
unique role in mediating network alarms with topology and configuration data.
Functions
Alarm Correlation
Alarm Correlation includes Alarm de-duplication, Alarm auto-clearing, Alarm thresholding
and Alarm Correlation that is alarm element and element topology aware for enrichment,
filtering and consolidation of alarms.
Root Cause Analysis
Root Cause Analysis function includes the ability to isolate the root cause based on the
correlation analysis, fault isolation and problem identification with the help of supporting
integrated systems for rule based testing as well as integration with trouble ticketing systems.
these reports. This can include standard periodic operational reports as part of running the
network to special reports requested by Root Cause Analysis.
Workforce Management
Application Identifier: 7.12
Overview
Workforce Management applications manage field forces to make optimum use of manpower
and other resources such as vehicles. They are used to schedule resources, provide a map of
field skill sets and provide forecasting and load balancing capabilities. Workforce Management
can be used to manage both internal and external resources in areas of service assurance,
provisioning, routine work, and preventive maintenance.
Functions
Work Order Analysis applications provide the necessary functionality to analyze the work order
and determine what manual activities are necessary. For such manual activities proper
dependencies are set.
Functions
Work Order manual activities determination
Determine required manual activities function provide the necessary functionality to
analyze the work order and determine what manual activities are necessary.
Work order Tracking & Management applications provide the necessary functionality to manage
and monitor the execution of the various manual activities via dispatchable staff.
Functions
Close Work orders
Closing function of completed work orders
Issue work orders
Issue workforce orders for Resource preventive and corrective maintenance and
change.
Work and work orders coordination
Function for coordinating work between dependent or related work orders for Resource
dispatchable staff.
Work Order Escalation function
Escalating function for issues as required when a due date is in jeopardy
Work order Information Transferring
Establishing and managing information transfer between the operator's workforce
management system(s) and those of external third parties (when the infrastructure is owned and
operated by third parties)
Work Order Re-assigning
Initiating re-assignments as needed based on changing priorities, technician progress on
other job assignments, etc.
Work Order State Management
Managing the transition of the order through its various states.
Work Order Status Monitoring
Monitoring the status and progress of the various manual activities, including the various
states of the work order
Work Order updating
Managing updates to orders, including in-flight changes and cancelations
Number Portability
Application Identifier: 7.13.2
Overview
Number Portability application manages the end to end lifecycle of a portability request. This
includes reception, validation of business rules and execution of set of policies, decomposition
and orchestration of the request to ensure the correct functionality. In addition, Number
Portability application also provides publication, risk & effectiveness management.
Functions
Number Portability
Application Identifier: 7.13.2
Overview
Number Portability application manages the end to end lifecycle of a portability request. This
includes reception, validation of business rules and execution of set of policies, decomposition
and orchestration of the request to ensure the correct functionality. In addition, Number
Portability application also provides publication, risk & effectiveness management.
Functions
Usage Management
Application Identifier: 7.14
Overview
Usage Management is the conduit for usage events of various types and formats from the
different event generating functions like networks, applications, infrastructures, “Management
and Control” etc. to various processes such as billing, legal compliance, and service assurance.
Usage Event records are collected/processed, edited, correlated, enriched, formatted and
distributed to upstream systems. It is not necessary that all usage events are always charged
but might be used for enrichment of other usage events.
The Usage Management function supports various types of charging for sessions and events,
for example, application instance, Max/Min usage based on flexible time intervals or active
users of the application in both batch and real-time.
Functions
and formats and are generated from event generating functions like networks, applications,
infrastructures, “Management and Control” etc. Not all events in the scope of Usage events are
always charged but might be required for correlation and enrichment of other usage events
records. The network elements that may produce usage event records include, but are not
limited to, components of the wireline, wireless, and IP networks.
The components include, but are not limited to, application servers, service delivery platforms,
messaging servers, switches, routers, and other network elements, Orchestrator.
Functions
Usage Event Collection
Usage Event Collection. These functions are required to support both file and event
based (batch and real-time) processing when distributed to upstream systems. The events are
used in the functions for charging/billing, assurance and management of customers and
networks.
Usage Event Correlation
Usage Event Correlation. These functions are required to support both file and event
based (batch and real-time) processing when distributed to upstream systems. The events are
used in the functions for charging/billing, assurance and management of customers and
networks.
Usage Event Distribution
Usage Event Distribution functions are required to support both file and event based
(batch and real-time) processing when distributed to upstream systems. The events are used in
the functions for charging/billing, assurance and management of customers and networks.
Usage Event Enrichment
Usage Event Enrichment. These functions are required to support both file and event
based (batch and real-time) processing when distributed to upstream systems. The events are
used in the functions for charging/billing, assurance and management of customers and
networks.
Usage Event Guidance
Usage Event Guidance. These functions are required to support both file and event
based (batch and real-time) processing when distributed to upstream systems. The events are
used in the functions for charging/billing, assurance and management of customers and
networks.
Usage Event Mediation
Usage Event Mediation. These functions are required to support both file and event
based (batch and real-time) processing when distributed to upstream systems. The events are
used in the functions for charging/billing, assurance and management of customers and
networks.
The Usage Event Error Management function accepts usage records which have been identified
as being non-process able due to edit, rate, guide, routing, etc. failures - i.e., unable to identify
the owner of the usage (customer), unable to apply a valid rate, etc., or failures due to
insufficient balance to execute the Management and Control events like (Resource reservation
request). The Usage Event Error Management function provides users with the ability to:
• Categorize unbilled usage events
• Provide features to identify the error cause
• Provide correction capabilities (via mechanized script or manual correction)
• Provide re-distribution features to send the usage to the proper destination(s)
• Reporting back error to the Event generating system/functional block with the information that
caused the failure. Specifically required for failures of Management and Control events.
Functions
Erroneous Usage Event re-distribution to the proper destination(s)
Provide re-distribution features to send the usage to the proper destination(s) for usage
records which have been identified as being non-processable due to edit, rate, guide, routing,
etc. failures. This includes also reporting back to the event generating system.
Usage Event Error Categorization
Categorize unbilled usage events for usage records which have been identified as being
non-processable due to edit, rate, guide, routing, etc. Failures
Usage Event Error cause identification
Provide features to identify the error cause for usage records which have been identified
as being non-processable due to edit, rate, guide, routing, etc. failures
Usage Event Error correction capabilities
Provide correction capabilities (via mechanized script or manual correction) for usage
records which have been identified as being non-processable due to edit, rate, guide, routing,
etc. Failures
8. Supplier/Partner Domain
Supplier/Partner Management
Application Identifier: 8.2
Overview
Supplier/Partner Management provides the necessary functionality to support supplier/partner
definition and hierarchy management, revenue sharing arrangements, agreements between the
service provider and the supplier/partner, settlement processes, and reconciliation processes.
Supplier/Partner Management provides the necessary functionality to manage the lifecycle of
the relationship between a supplier/partner and the service provider.
Functions
Supplier/Partner Management
Application Identifier: 8.2
Overview
Supplier/Partner Management provides the necessary functionality to support supplier/partner
definition and hierarchy management, revenue sharing arrangements, agreements between the
service provider and the supplier/partner, settlement processes, and reconciliation processes.
Supplier/Partner Management provides the necessary functionality to manage the lifecycle of
the relationship between a supplier/partner and the service provider.
Functions
Some parties, such as application developers, may interact with the service provider in multiple
roles. For example, when the developer is using the service provider's application development
environment, they are a customer of the service provider. When in a role of a customer, this
relationship is managed like any other customer meaning not within the supplier/partner suite of
Overview
Supplier/Partner Assurance Management provides the necessary functionality to manage
problems that are being passed on to the supplier/partner, originating with the supplier/partner
and being passed to the service provider, as well as assuring that both the service provider and
the supplier/partner are meeting the product and service obligations set out in the contract.
Interactions between the service provider and the partner can be “bidirectional” while solving a
mutual customer’s problem.
Functions
Handling customer inquiries & issues
Handling customer inquiries & issues on behalf of the supplier/partner (as specified via
the partner contract)
Passing/receiving inquires and issues
Receiving and Passing inquires and issues between the service provider and
supplier/partner per contractual arrangements.
Performance Management
Performance Management, including the performance of the supplier/partner or service
provider equipment as well as the performance of the actual partner or service provider.
Receiving problems
Receiving problems from the partner that require service provider assistance in
resolving.
Supplier/Partner Workflow
Application Identifier: 8.2.4
Overview
Supplier/Partner Workflow applications provide workflow and orchestration for supplier/partner
management activities.
Functions
Supplier/Partner Workflow Management
Supplier/Partner Workflow Management function provide workflow and orchestration for
supplier/partner management activities.
Supplier/Partner Reporting
Application Identifier: 8.2.7
Overview
Supplier/Partner Reporting provides information as appropriate concerning orders, trouble
tickets, campaign and sales results, product usage, billing data, inquiries on products, product
feedback, as well as lead and opportunity data. This information can be made available to
relevant service provider or partner staff and systems.
Functions
Supplier/Partner Reporting
Supplier/Partner Reporting provides information as appropriate concerning orders,
trouble tickets, campaign and sales results, product usage, billing data, inquiries on products,
product feedback, as well as lead and opportunity data. This information can be made available
to relevant service provider or partner staff and systems.
Supplier/Partner Portal
Application Identifier: 8.2.8
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Application Framework R17.5
Overview
Supplier/Partner Portals provides a single entry point for suppliers and partners to interact with
the service provider to conduct business.
Functions
Supplier/Partner single point of contact
Supplier/Partner Portals provides a single entry point for suppliers and partners to
access various tools used for ordering, assurance, reporting, product management and
reconciliation
Supplier/Partner Settlements
Application Identifier: 8.2.5.3
Overview
Partner Settlements provides the necessary functionality to calculate a settlement with the
partner, initiate the payment or bill to the partner, and create reports that substantiate the
settlement.
Functions
9. Enterprise Domain
HR Management
Application Identifier: 9.2
Overview
HR Management provides the necessary functionality for managing the service provider's
workforce. This includes the means for improving workforce efficiency and productivity, planning
future workforce needs, finding and developing the right talent, educating the workforce to
ensure each employee has the right skills and aligning corporate strategies with team and
individual goals
Functions
Financial Management
Application Identifier: 9.3
Overview
Asset Management
Application Identifier: 9.4
Overview
Asset Management - for understanding the physical and financial assets deployed in the
enterprise and optimizing the economics associated with those investments along the lifecycle
from introduction through maintenance to eventual disposal.
Functions
Security Management
Application Identifier: 9.5
Overview
Security Management Applications are part of Enterprise Management. They provide a Unified
approach to Security, and the foundation technologies to: Protect systems and network
infrastructure against unauthorized access to or modification of information, whether in
storage, processing or transit Restrict provision of service to only authorized users Prevent
any denial of service to authorized users Provide the measures necessary to detect,
document, and counter such threats
Functions
Knowledge Management
Application Identifier: 9.6
Overview
Knowledge Management (KM) comprises a range of practices used in an organization to
identify, create, represent, distribute and enable adoption of insights and experiences. Such
insights and experiences comprise knowledge, either embodied in individuals or embedded in
organizational processes or practice (from Wikipedia).
Note: Actual applications can be related to both Knowledge Management and the business
functional areas for which the application provides functionality.
Functions
Fraud Management
Application Identifier: 9.7
Overview
Investigating, preventing and responding to activities that indicate fraudulent use of networks or
systems. This is achieved by effective Fraud Management systems coupled with the
instrumentation and monitoring that enables potential fraudulent activities to be identified. There
are close linkages between fraud identification and anomaly detection.
Functions
Fraud & Anomaly Detecting
Fraud & Anomaly Detecting function indicates fraudulent use of networks or systems.
This is achieved by effective Fraud Management systems coupled with the instrumentation and
monitoring that enables potential fraudulent activities to be identified. There are close linkages
between fraud identification and anomaly detection.
Administrative Services
Application Identifier: 9.9
Overview
Legal Administrative Services provides legal services like assistance and advice on issues such
as procurement, contracting, public law and related activities. Record Retention management
assure compliance with federal and state laws, legal requirements or expectations, enterprise
policies and procedures for the management of data and information related to the enterprise's
operation. Advertising Administrative Services are primarily dealing with the enterprise's
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Application Framework R17.5
common advertising needs like Corporate advertising (that is more public relations than sales
promotion) and Recruitment advertising.
Functions
RA Control & Configuration function establishes the policies and rules to be applied to
the Revenue Assurance process. It includes baselining acceptable limits and values from which
actions will be taken.
RA Control Management
RA Control & Configuration Assurance function assures that the RA process is
executing according to specified rules and controls.
RA Monitoring
Application Identifier: 9.1.3
Overview
RA Monitoring applications provide the necessary functionality to collect and monitor data from
within fulfillment, assurance, and billing, as well as information from supplier/partner
transactions. This includes data collected from the product, service, and resource (network)
layers.
RA Monitoring applications also pull data from multiple sources and bash the results. These
applications also analyze processes (both interprocess and intraprocess) for RA anomalies.
RA Monitoring looks for situations that are outside of the established baselines and triggers
alerts when those situations are detected for further analysis. RA Monitoring looks for both
"immediate" anomalies as well as predicts anomalies via trend analysis.
RA Monitoring can also consider proactive measures such as acceptance testing of new or
updated products, business or system flows, etc.
Functions
RA Monitoring Anomaly Detection
RA Monitoring function analyze processes (both interprocess and intraprocess) for RA
anomalies, and looks for situations that are outside of the established baselines and triggers
alerts when those situations are detected for further analysis. RA Monitoring looks for both
"immediate" anomalies as well as predicts anomalies via trend analysis
RA Monitoring Data Collection
RA Monitoring function provide the necessary functionality to collect data from product,
service, and resource (network) layers within fulfillment, assurance, and billing, as well as
information from supplier/partner transactions.
RA Analysis
Application Identifier: 9.1.4
Overview
RA Analysis provides the necessary functionality to investigate and diagnose revenue
assurance anomalies identified via RA Monitoring. This can include both automated analysis per
established RA policies and business rules as well as manual analysis/investigation.
Functions
RA Anomaly Analysis
RA Analysis function provide necessary functionality to diagnose detected revenue
assurance related problems.
RA Reporting
Application Identifier: 9.1.6
Overview
RA Reporting provides the necessary functionality to report on the status of revenue assurance
activities and provide management reports.
Functions
RA Reporting
RA Reporting provides the functionality to report on the status of Revenue Assurance
activities, including the status of issues currently being monitored, analyzed, and remedied. RA
Reporting also reports on data derived from the fulfillment, assurance, and billing data collected
for monitoring.
9.2 HR Management
HR Management
Application Identifier: 9.2
Overview
HR Management provides the necessary functionality for managing the service provider's
workforce. This includes the means for improving workforce efficiency and productivity, planning
future workforce needs, finding and developing the right talent, educating the workforce to
ensure each employee has the right skills and aligning corporate strategies with team and
individual goals
Functions
Payroll Management
Application Identifier: 9.2.1
Overview
Payroll Management provides the necessary functionality to accurately pay employees for time
worked, plus other compensation less applicable withholdings and deductions while meeting
legal and regulatory reporting requirements.
Functions
Paycheck Generation
Generates Paycheck/Paystub deliverable in Paper and/or Electronic form.
Payroll Reporting
Output payroll results to Financial Accounting.
Generates applicable reporting and analytics.
Payroll Salary Calculation
Calculates Salary for current period.
Payroll Wage Calculation
Calculates Wages based on hourly rate plus any applicable adjustments such as
overtime earned.
Payroll Withholdings and Deductions Calculation
Calculates Payroll Taxes and outputs to applicable agencies. Calculates Withholdings
such as Federal Income Tax, and calculates deductions such as medical insurance, union dues
and charitable contributions.
Overview
Time Reporting & Attendance Management provides the necessary means for tracking work
time and attendance. It also applies time rules.
Functions
Time & Attendance Reporting
Time & Attendance Reporting provides the following functionality:
• Attendance and Absence reporting and analytics.
Time Attendance Management
Time Attendance Management provides the following functionality:
• Time capture.
• Time tracking.
• Time calculations.
• Time allocation.
• Attendance and Absence tracking.
Salary Planning
Application Identifier: 9.2.9
Overview
Salary Planning provides the necessary budgeting, compensation guidelines and analytics to
support compensation plans.
Functions
Salary Analytics and Reporting
Salary Analytics and Reporting provides the following functionality:
• Reporting and Analytics
Salary Planning
Salary Planning provides the following functionality:
• Compensation Comparison (internal/external)
• Salary Grades and Ranges
• Job Descriptions
• Merit Increases
• Application of Compensation
• Salary Updates
Corporate Communications
Application Identifier: 9.2.10
Overview
Corporate Communications for HR has the responsibility of communicating to the employee’s
key corporate information through multiple communications paths.
Functions
Corporate Communications
Corporate Communications provides the following functionality to Foster a Positive Work
Culture, Boost Employee Moral and Support Employee Engagement
• Communicates Corporate Goals
Community Involvement
Application Identifier: 9.2.11
Overview
Community Involvement supports good corporate citizenship by lending and or supporting a
company’s talent and resources for the good of a community. Community Involvement builds
trust and a positive image between a corporation and its community.
Functions
Community Involvement Interaction Management
Community Involvement provides the functionality to Provide resources to support
various community programs.
In order to Set Corporate Goals relative to the community needs, foster an environment of
Volunteerism and Build brand image.
Labor Relations
Application Identifier: 9.2.12
Overview
Labor Relations has the responsibility to bring together unionized labor, corporate goals and
legal requirements to establish and execute labor agreements.
Functions
Labor Relations Support
Labor Relations provides the following functionality:
• Negotiates Labor Agreements
• Creates Labor Policy
• Manages Grievances
• Ensures Labor Agreement compliance
Corporate Training
Application Identifier: 9.2.13
Overview
Corporate Training has the responsibility to train the workforce to meet current and future skill
demands.
Functions
Corporate Training Analytics and Reporting
Corporate Training Analytics and Reporting provides the following functionality:
• Analytics and Reporting
Benefits Management
Application Identifier: 9.2.14
Overview
Benefits Management has the responsibility of developing and administering a company’s
benefit program that is cost effective, competitive and sustainable. Primary benefit areas include
Healthcare and Pensions.
Functions
Benefits Development and Administration
Benefits Development and Administration provides the functionality of
Development and Administration of the Benefit Programs for Health, Dental, Pensions, Savings
Plans, Stock Plans, Life/Dismemberment insurance and Long Term Healthcare, including to
Ensure benefit programs meet legal/regulatory requirements.
Benefits Management Analytics and Reporting
Benefits Management Analytics and Reporting function handles the Analytics and
Reporting of the Benefit Programs for Health, Dental, Pensions, Savings Plans, Stock Plans,
Life/Dismemberment insurance and Long Term Healthcare
Financial Management
Application Identifier: 9.3
Overview
Financial Management - for financial management functionality including accounting, reporting,
analysis and treasury management, plus internal controls and documentation of all financial
processes and transactions.
Functions
Corporate Tax
Application Identifier: 9.3.6
Overview
Corporate Tax applications provide the required functionality to calculate and submit tax filings
for all service provider companies and affiliates.
Functions
1099 Processing
Corporate Tax function to calculate and submit tax filings for "1099 Processing" for all
service provider companies and affiliates.
Corporate Tax function to Accounts Payable Integration
Corporate Tax function for Integration with Accounts Payable applications
Gross Receipt Tax calculation and filings
Corporate Tax function to calculate and submit tax filings for Gross Receipt Tax for all
service provider companies and affiliates.
Income Tax calculation and filings
Corporate Tax function to calculate and submit tax filings for Income Tax for all service
provider companies and affiliates.
Network Asset Leasing calculation and filings
Corporate Tax function to calculate and submit tax filings for Network Asset Leasing for
all service provider companies and affiliates.
Property Tax calculation and filings
Corporate Tax function to calculate and submit tax filings for Fixed Asset Tax for all
service provider companies and affiliates.
Sales & Use Tax calculation and filings
Corporate Tax function to calculate and submit tax filings for Sales & Use Tax for all
service provider companies and affiliates.
Corporate Treasury
Application Identifier: 9.3.7
Overview
Corporate Treasury applications provide the required functionality to manage service provider
funds and bank accounts.
Functions
Cash Position Management
Corporate Treasury function for Cash position management
Corporate Treasury Bank Accounts Tracking
Corporate Treasury function for Tracking of bank accounts and associated data
attributes
Foreign Exchange Rates Management
Corporate Treasury function for Management of foreign exchange rates
Intercompany cash settlements
Corporate Treasury function for Intercompany cash settlements
Auditing
Application Identifier: 9.3.10
Overview
Auditing applications provide the required functionality to attest to the accuracy of the financial
records.
Functions
Audit Findings Documentation
Auditing function for Documentation of audit findings and associated resolutions
SOX compliance Auditing
Auditing function for SOX compliance
Regulatory Accounting
Application Identifier: 9.3.11
Overview
Regulatory Accounting applications provide the required functionality to comply with federal
regulations. In the US, it is specially Title 47, Part 64 (Telecommunication - Miscellaneous Rules
Relating to Common Carriers).
Functions
Affiliate Billing Regulatory Accounting
Regulatory Accounting function for Affiliate billing to comply with federal regulations. In
the US, it is specially Title 47, Part 64 (Telecommunication - Miscellaneous Rules Relating to
Common Carriers).
Cost Allocations Regulatory Accounting
Regulatory Accounting function for Cost allocations and associated cost allocation
manuals to comply with federal regulations. In the US, it is specially Title 47, Part 64
(Telecommunication - Miscellaneous Rules Relating to Common Carriers).
International settlements Regulatory Accounting
Regulatory Accounting function for International settlements to comply with federal
regulations. In the US, it is specially Title 47, Part 64 (Telecommunication - Miscellaneous Rules
Relating to Common Carriers).
General Ledger
Application Identifier: 9.3.1.1
Overview
General Ledger applications provide the required functionality to create a book of final entry
summarizing all of a company's financial transactions, through offsetting debit and credit
accounts.
Functions
Chart of Accounts Maintenance
General Ledger Chart of Accounts Maintenance of the Chart of Accounts and General
Ledger reporting structures
General Ledger Compliance
General Ledger Compliance with multiple legislative, industry or geographic
requirements.
General Ledger Drilldowns
Accounts Payable
Application Identifier: 9.3.1.3
Overview
Accounts Payable applications provide the required functionality to maintain a ledger containing
the accounts of all of a company's creditors.
Functions
Accounts Payable Global Accounting
Accounts Payable Global Accounting and tax requirements
Accounts Payable Supplier Management
Accounts Payable Supplier management; Accounts Payable function to provide the
required functionality to maintain all of a company's creditors.
Electronic Payments Support
Electronic Payments Support
Invoice and payment status support
Accounts Payable Invoice and payment status inquiries support.
Invoice management and payments
Accounts Payable Invoice management and payments
Fixed Assets
Application Identifier: 9.3.1.4
Overview
Fixed Asset applications provide the required functionality to manage the long-term assets of a
business at a summarized level. Detailed, subsidiary asset records are not covered by this
group of applications.
Functions
Financial Systems Application Integration
Integration function for the Fixed Assets Application
with Accounts Payable and Project Accounting applications
Fixed Assets Depreciation calculation
Fixed Asset Depreciation calculation
Fixed Assets Journaling
Journal creation for Fixed Assets purchase, depreciation, disposal and transfers
Total Cost of Ownership Tracking
Fixed Asset Total Cost of Ownership tracking
Project Accounting
Application Identifier: 9.3.1.5
Overview
Project Accounting applications provide the required functionality to create financial reports
specifically designed to track the financial progress of projects, which can then be used by
managers to aid project management.
Functions
Project Accounting Asset Capitalization
Project Accounting Asset Capitalization where the costs to acquire the asset are
expensed over the life of that asset rather than in the period it was incurred.
Project Accounting Budget Creation
Project Accounting Budget Creation at any level in multiple currencies to provide the
required functionality to create financial reports specifically designed to track the financial
progress of projects, which can then be used by managers to aid project management.
Project Accounting Budgetary Control
Project Accounting Budgetary Controls to check available project funds with hard or soft
controls
Project Accounting Comparison
Project Accounting Comparison of budget, actual, commitment, and revenue amounts
Project Accounting Cost Distribution
Project Accounting Cost Distribution using auto-allocation rules
Project Accounting Transaction Control
Project Accounting Transaction Controls based on expenditure category, expenditure
type, employee, or non-labor resource
Project Expenditure Posting
Project Expenditure Posting to projects' Project Accounting providing the required
functionality to create financial reports specifically designed to track the financial progress of
projects, which can then be used by managers to aid project management.
Asset Management
Application Identifier: 9.4
Overview
Asset Management - for understanding the physical and financial assets deployed in the
enterprise and optimizing the economics associated with those investments along the lifecycle
from introduction through maintenance to eventual disposal.
Functions
Asset claim management is for the tracking of claims regarding anything considered valuable to
an organization, whether tangible or intangible. Asset claim management is used to process
inventory claims for theft or damaged inventory. Similarly, for Intangible assets, claims apply to
trademarks, intellectual property rights and engineering claims, copyright claims, franchise
claims, and contract claims.
Functions
Damage Claim Filing
Damage Claim Filing captures the claim and the known circumstances and implications.
Damage Claim Handling Administration
Damage Claim Handling Administration supports the responsible organization with the
correction and followup.
Damage Claim Loss Calculation and Analyzing
Damage Claim Loss Calculation and Analyzing supports in the calculation and analyzing
of possible consequences of the Damage Claim.
Damage Claim to Accounting Integration
Damage Claim to Accounting Integration supports the possible cost handling in
connection to a Damage Claim.
Fleet Management
Application Identifier: 9.4.3
Overview
Fleet Management is a function which allows companies which rely on transportation in
business to remove or minimize the risks associated with vehicle investment, improving
efficiency, productivity and reducing their overall transportation and staff costs, providing 100%
compliance with government legislation (duty of care) and many more. (Source Wikipedia)
Functions
Fleet Lifecycle and Maintenance Planning
Fleet Lifecycle and Maintenance Planning supports the administration of vehicle
financing and vehicle maintenance planning.
Fleet Optimization
Fleet Optimization and risk minimizing through route and utilization planning
Fleet Security and Efficiency Management
Fleet Security and Efficiency Management includes support for driver management,
speed management, fuel management and health and safety management.
Fleet Tracing and Monitoring
Fleet Tracing and Monitoring includes equipment tracing through e.g. vehicle telematics
(tracking and diagnostics),
Space Planning
Application Identifier: 9.4.1.3
Overview
Space Planning offers a visual way to format, update and report property space information. It
allows to measure space efficiency and quickly identify vacant and underutilized space, used for
planning and space optimization. It supports benchmarking facility performance, and determine
the total cost of occupancy.
Functions
Asset management Integration
Space Planning function for Integration to Asset management, including support for total
cost of occupancy
Property Floor Plan Management
Space Planning offers a visual way to format, update and report property space
information.
Property Utilization Management
Space Planning Utilization Management for benchmarking, space efficiency and quickly
identifying vacant and underutilized space, used for planning and space optimization.
Overview
Real Estate Asset Capital Planning supports the process of budgeting Real Estate Assets for
the future long term plans. Analysis and market planning to find the best markets and the best
locations within those markets for investment or leasing.
Functions
Real Estate Asset Capital Budgeting
Real Estate Asset Capital Budgeting supports the process of budgeting Real Estate
Assets for the future long term plans.
Real Estate Market and Location Analysis
Analysis and market planning to find the best markets and the best locations within
those markets for investment or leasing.
Security Management
Application Identifier: 9.5
Overview
Security Management Applications are part of Enterprise Management. They provide a Unified
approach to Security, and the foundation technologies to: Protect systems and network
infrastructure against unauthorized access to or modification of information, whether in
storage, processing or transit Restrict provision of service to only authorized users Prevent
any denial of service to authorized users Provide the measures necessary to detect,
document, and counter such threats
Functions
Corporate Security
Application Identifier: 9.5.1
Overview
Corporate security identifies and effectively mitigates or manages, at an early stage, any
developments that may threaten the resilience and continued survival of a corporation. It is a
corporate function that oversees and manages the close coordination of all functions within the
company that are concerned with security, continuity and safety. (Source Wikipedia)
Functions
Application Security
Application Identifier: 9.5.2
Overview
Providing functions so only the right people and systems have the right access, according to
authentication and authority.
This may call for e.g.
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Application Framework R17.5
Vulnerability Management
Application Identifier: 9.5.3
Overview
Assessing networks and systems for vulnerabilities and taking proactive action to reduce the
vulnerabilities or limit the impacts if they are exploited. This is achieved by documenting and
managing element configuration, recording any vulnerability as they are discovered, and
applying in a timely manner the software patches and upgrades that address known
vulnerabilities
Functions
Software Update Planning
Software Update Planning for applying in a timely manner the software patches and
upgrades that address known vulnerabilities
Vulnerability Assessment Planning
Vulnerability Assessment Planning function for Assessing networks and systems for
vulnerabilities and taking proactive action to reduce the vulnerabilities or limit the impacts if they
are exploited.
Anomaly Management
Application Identifier: 9.5.4
Overview
Identifying and preventing any misuse of a network or system that falls outside normal system
operation, by monitoring network and system activity and determining whether it is normal or
anomalous, based on rules, signatures or heuristics. This is achieved by a combination of
Instrumentation and Monitoring, Event and Log Correlation and Intrusion Detection Systems
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Application Framework R17.5
Functions
Anomaly Monitoring
System and network monitoring activity, determining whether it is normal or anomalous,
based on rules, signatures or heuristics.
Anomaly Monitoring Data Analysis
Anomaly Monitoring Data Event and Log Correlation and Intrusion Detection Systems
analysis
Lawful Interception
Application Identifier: 9.5.5
Overview
Providing the interception technologies that meet statutory obligations for lawful interception for
any service that requires it
Functions
Lawful Interception
Provide function for Lawful Interception for the purpose of analysis or evidence.
Corporate Security
Application Identifier: 9.5.1
Overview
Corporate security identifies and effectively mitigates or manages, at an early stage, any
developments that may threaten the resilience and continued survival of a corporation. It is a
corporate function that oversees and manages the close coordination of all functions within the
company that are concerned with security, continuity and safety. (Source Wikipedia)
Functions
Knowledge Management
Application Identifier: 9.6
Overview
Knowledge Management (KM) comprises a range of practices used in an organization to
identify, create, represent, distribute and enable adoption of insights and experiences. Such
insights and experiences comprise knowledge, either embodied in individuals or embedded in
organizational processes or practice (from Wikipedia).
Note: Actual applications can be related to both Knowledge Management and the business
functional areas for which the application provides functionality.
Functions
These functions are performed by a virtual team from various IT organizations within the
enterprise.
Functions
Data Management
Application Identifier: 9.6.4
Overview
The Data Management (DM) architecture consumes data from sources and provides consistent
data to client applications via a shared set of web services and bulk data management
procedures.
Functions
Content Management
Application Identifier: 9.6.5
Overview
Content management, or CM, is the set of processes and technologies that support the
collection, managing, and publishing of information in any form or medium. (From Wikipedia)
Functions
Content Management Archival tools
Business Intelligence Content Artefact Lifecycle Management keeps track of the aging of
the Business Intelligence information and artefacts. All information has a best-before date that
differs from context to context, but to use the data in a relevant way there might be cleanup
functions or warning functions for outdated data.
Content Management Data Repository
Business Intelligence Content Artefact Version Control manage the official versioning of
BI material that needs to be formally version controlled because of e.g. quality or legal reasons.
Content Management Federation tools
Business Intelligence Support of Master Data changes and history to be combined with
other BI data for reports etc.
Content Management Support for O&M
BI Metadata Management specifies the
> Technical Metadata that describes the physical objects like Tables, fields, indexes, sources,
transformations etc.
> Business Metadata that describes the content's facts, dimensions, Logical relationships etc.
> Process Metadata describes the operations executed on the BI warehouse data and the
results.
These functions are performed by a virtual team from various IT organizations within the
enterprise.
Functions
BI Delivery Mechanism
Application Identifier: 9.6.3.1
Overview
The BI Delivery Mechanism layer consists of the technologies utilized to present information to
end user in the format requested and through the desired user interface.
Functions
BI Data Delivery for Mobile Gadgets Interface
Customer Facing Business Intelligence Delivery Mechanism to the desired user interface
at mobile devices.
BI Data Delivery to Offline Users/Customers
Disconnected Business Intelligence User Interface Delivery Mechanism consists of the
technologies utilized to present information to end user in the format requested to be used when
disconnected. E.g. Alert and Collect, Pre-formatted Reports, File formats.
BI Reporting
Application Identifier: 9.6.3.2
Overview
The BI Reporting layer has technologies for building and formatting reports and graphical
representations of the data. The Reporting layer contains Search because the selection,
filtering, and query building is generally the first step in generating a report.
Functions
BI Report Alert
Business Intelligence Reporting Alerts, assist the delivery functions by sending alerts to
Customers/Users about new or changed Analytics, Metrics, KPI etc. data according to
requested criteria.
BI Report Data Visualization
Business Intelligence Report Data Visualization function present Analytics, Metrics, KPI,
Search etc. data graphically.
BI Performance Management
Application Identifier: 9.6.3.3
Overview
The BI Performance Management is a set of technologies for measuring and planning the
performance of business processes or physical resources such as network components or IT
servers and services. Technologies for measurement may differ depending on resource type
and are utilized lower in the architecture stack. Performance data is aggregated in the Analytics
layer, but business rules are applied in this layer.
Functions
BI Metrics/KPIs Rules Evaluation
Business Intelligence performance Metrics/KPIs' business rules are applied in this
function. Performance data is aggregated in the Analytics functions, but business rules for
Metrics and KPIs are applied in this function.
BI Performance Followup Planning
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Application Framework R17.5
BI Supporting Applications
Application Identifier: 9.6.3.4
Overview
BI Supporting Applications is a layer that contains components for managing metadata and
providing supplemental information to the layers above, such as reference hierarchies and
dimensions for organization or product filtering.
Its position in the stack shows that these components generally support the Delivery
Mechanism, Reporting, and Performance Management layers – these layers comprise the
‘Information Delivery’ layer indicated in high level conceptual models of BI/BI/Data
Warehousing.
Several components in this layer are considered to be more in the Knowledge Management
domain and are not specific to BI, therefore, they were placed out of scope.
Functions
eLearning Course Administration
eLearning Course Administration is the function for eLearning sites where the
participation is fully automated. The eLearning Administration lists available trainings and
students can book and run the training and get, and even get
eLearning Interactive lecturing
eLearning Interactive lecturing is an eLearning function where the student follows a
training course in interactive way with queries and answers or tests and answers to encourage
learning.
BI Analytics
Application Identifier: 9.6.3.5
Overview
The BI Analytics layer represents the true analytic engines used for mathematical and statistical
analysis of data - calculating correlations, trends, and patterns using complex algorithms and
modeling. The results from these analyses are passed to the above layers for presentation and
aggregation.
Functions
BI Guided Search
Business Intelligence function for Guided Searching in business information databases
to gather relevant data for manual or automated analysis.
BI Interactive Data Analysis
Business Intelligence function for interactive analysis of business data, On-line over e.g.
a web-client. The analysis function is often guided or using complex algorithms. E.g. OLAP and
Data Mining.
BI Operational Decision Support Function
Business Intelligence analytic functions used for mathematical and statistical analysis of
data - calculating correlations, trends, and patterns using complex algorithms and modeling to
support Operational Decision Support Systems.
Information includes, but is not limited to
• on market; knowledge of the market shares by region with general trends, potentials in
volume, in CA
• on customer and consumer; expectations and motivations, new modes of consumption,
calculation of the customer average revenues according to the offer range and flow (acquisition,
churn, migration).
• on distribution; general trends, new distribution channel
• on competition; anticipate the competition strategy by analysis of the market shares and
competition and evolution assumptions, positioning, target.
• for environment; politic, economic (cartography of the geo-merchandising zones), technologic,
ecological, legislative
• on Company Performances; turnover evolution, profitability, financial means
• for customers; enterprise image & fame, qualification of the customers (loyalty, satisfaction,
contact mode, frequency, income, purchasing power, equipment…), purchase behavior
• market shares by region; penetration rates of the offers by region, number of eligible lines by
region.
BI Predictive Analytics
Business Intelligence analytic functions used for mathematical and statistical analysis of
data - calculating correlations, trends, and patterns using complex algorithms and modeling to
support Predictive Analytics
Information includes, but is not limited to
• on market; knowledge of the market shares by region with general trends, potentials in
volume, in CA
• on customer and consumer; expectations and motivations, new modes of consumption,
calculation of the customer average revenues according to the offer range and flow (acquisition,
churn, migration).
• on distribution; general trends, new distribution channel
• on competition; anticipate the competition strategy by analysis of the market shares and
competition and evolution assumptions, positioning, target.
• for environment; politic, economic (cartography of the geo-merchandising zones), technologic,
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Application Framework R17.5
ecological, legislative
• on Company Performances; turnover evolution, profitability, financial means
• for customers; enterprise image & fame, qualification of the customers (loyalty, satisfaction,
contact mode, frequency, income, purchasing power, equipment…), purchase behavior
• market shares by region; penetration rates of the offers by region, number of eligible lines by
region.
BI Statistical Analysis
Business Intelligence analytic functions used for mathematical and statistical analysis of
data.
Information includes, but is not limited to
• on market; knowledge of the market shares by region with general trends, potentials in
volume, in CA
• on customer and consumer; calculation of the customer average revenues according to the
offer range and flow (acquisition, churn, migration).
• on distribution; general trends
• on competition; analysis of the market shares, positioning, target.
• on Company Performances; turnover evolution, profitability, financial means
• market shares by region; penetration rates of the offers by region, number of eligible lines by
region.
BI Usage Analytics
Business Intelligence analytic functions used for mathematical and statistical analysis of
Usage Data; calculating correlations, trends, and patterns using complex algorithms.
Information includes, but is not limited to
• on customer and consumer; calculation of the customer average revenues according to the
offer range and flow (acquisition, churn, migration).
• for customers; purchase behavior
BI Data Management
Application Identifier: 9.6.3.6
Overview
The BI Data Management layer represents the modeling and universe of the data needed.
Functions
Data Architecture Management
The BI framework function for Developing and maintaining data architectures.
Data Procedures and Practices Management
The BI framework function for development and maintenance of the practices and
procedures dealing with data.
Data Management
Application Identifier: 9.6.4
Overview
The Data Management (DM) architecture consumes data from sources and provides consistent
data to client applications via a shared set of web services and bulk data management
procedures.
Functions
Functions
Data Management Access Service
Data Management Access services to extract enterprise data from multiple Target
Databases.
Data Management Retrieval Services
Data Management Retrieval Services to extract enterprise data from multiple Target
Databases.
Data Management Transformation Services
Data Management Transformation Services to extract enterprise data from multiple
Target Databases, and mapping the data into the enterprise data model.
Content Management
Application Identifier: 9.6.5
Overview
Content management, or CM, is the set of processes and technologies that support the
collection, managing, and publishing of information in any form or medium. (From Wikipedia)
Functions
Content Management Archival tools
Business Intelligence Content Artefact Lifecycle Management keeps track of the aging of
the Business Intelligence information and artefacts. All information has a best-before date that
differs from context to context, but to use the data in a relevant way there might be cleanup
functions or warning functions for outdated data.
Content Management Data Repository
Business Intelligence Content Artefact Version Control manage the official versioning of
BI material that needs to be formally version controlled because of e.g. quality or legal reasons.
Content Management Federation tools
Business Intelligence Support of Master Data changes and history to be combined with
other BI data for reports etc.
Content Management Support for O&M
BI Metadata Management specifies the
> Technical Metadata that describes the physical objects like Tables, fields, indexes, sources,
transformations etc.
> Business Metadata that describes the content's facts, dimensions, Logical relationships etc.
> Process Metadata describes the operations executed on the BI warehouse data and the
results.
Overview
CM Repository & Archival – database repository for content storage, archival tools for
preserving versions of content and managing lineage. Support for federation, backup, recovery,
and other OA&M functions.
Functions
Example, caller is Mrs. Jones and is calling about the account she provided and that account
has inventory. Script is “Good morning [caller], I see your account [account provided by caller]
has [list if inventory] services. How may I help you?”
Functions
Content Management Authoring Tool
Content Management Authoring Tool is used to collaboratively create or enhance
content and implement it via a review and testing process
Content Management Compilation Tool
Content Management Compilation Tool is used to compile content into physical formats
needed for on-line tools that support work center personnel by serving content as part of a
scripted dialog with a customer.
Administrative Services
Application Identifier: 9.9
Overview
Legal Administrative Services provides legal services like assistance and advice on issues such
as procurement, contracting, public law and related activities. Record Retention management
assure compliance with federal and state laws, legal requirements or expectations, enterprise
policies and procedures for the management of data and information related to the enterprise's
operation. Advertising Administrative Services are primarily dealing with the enterprise's
common advertising needs like Corporate advertising (that is more public relations than sales
promotion) and Recruitment advertising.
Functions
Legal
Application Identifier: 9.9.1
Overview
Legal Administrative Services provides legal services like assistance and advice on issues such
as procurement, contracting, public law and related activities.
Functions
Legal Assistance Support
Administrative Legal Assistance Support function provides administrative system support
for the Administrative Legal Services dealing with assistance and advice on issues such as
procurement, contracting, public law and related activities.
Overview
Record Retention Management assure compliance with the retention aspects of federal and
state laws, legal requirements or expectations, enterprise policies and procedures for the
management of data and information.
Functions
Record Retention Management
Record Retention Management of data and information monitor and assures compliance
with the retention aspects of federal and state laws,
legal requirements and expectations as well as the enterprise policies and procedures.
Advertising
Application Identifier: 9.9.3
Overview
Advertising Administrative Services are primarily dealing with the enterprise's common
advertising needs like Corporate advertising (that is more public relations than sales promotion)
and Recruitment advertising.
Functions
Administrative Advertising
Corporate advertising supporting systems for advertising that is more public relations
than sales promotion, including e.g. recruitment advertising. The supporting systems can
include Advertising channels e.g. Internet, social media and mass media.
Project Management
Application Identifier: 9.9.4
Overview
Project Management Tools application for resource and time planning, follow up of resource and
time utilization and reporting of project progress and follow up results.
Functions
Project Followup
Project Management Tool project resource, time and budget utilization follow.
Project Planning
Project Management Tool for project resource, time and budget planning
Project Reporting
Project Management Tool for reporting of project progress and follow up results.
Overview
Online Reservations and Agent-Assisted Bookings providing a robust online booking tool.
Transportation Management function that provide planning of materials to be shipped to and
from different locations.
Functions
Online Travel Booking Tool
Online Reservations provided by a robust online booking tool.
Procurement
Application Identifier: 9.10.2
Overview
Procurement Management provides the necessary functionality to manage the requisitions for
material and placing the orders with the contracted supplier/partner. This includes orders placed
in conjunction with a customer order as well as orders placed as part of service provider
expansions of product, service, or network. A Supplier/Partner Order can also include a simple
transaction with a supplier/partner concerning an application purchased via a product catalog,
and the app is delivered.
Functions
Procurement Order Monitoring and Payment
Requisition and order monitoring including Ensuring supplier payment
Procurement Requisition & Order Management
Manage the requisitions for material and placing the orders with the contracted
supplier/partner
Transportation Management
Application Identifier: 9.10.3
Overview
Transportation Management applications provide workflow and orchestration for the planning of
materials to be shipped to and from storage locations. This is done in conjunction with both the
suppliers and the Logistics fulfillment process in order to optimize the utilization of internal and
3rd party carriers.
Functions
Transportation Management
Transportation Management function that provide workflow and orchestration for the
planning of materials to be shipped to and from different locations.
Logistics Management
Application Identifier: 9.10.4
Overview
Logistics Management is integral to the supply chain and provides the necessary functionality to
manage receipt of fulfillment orders, inventory control choices, and packing requirements.
Logistics also manages inbound shipments, outbound shipments and communication between
suppliers.as well as involves overseeing the key links in the supply chain, such as shipping
decisions, inventory control choices and packing requirements.
Functions
Stored material management
new features and new applications and that in further phases it can be envisaged to enhance
the integration of the existing applications.
Functions
Event/Message Caching
Enterprise Application Integration function for Caching and Distributed Caching, of
events and messages to provide performance and scalability to applications.
Integration data format translation
Enterprise Application Integration data format translation function
Integration data transporting
Enterprise Application Integration function for transport of data between applications
overcoming possible differences in integration interfaces.
Managed File Transfer
Enterprise Application Integration Software function for moving data, with support to
multiple protocols, automation, security, auditability, monitoring, etc.
allow each of the individual pieces listed above to be deployed independently on individual
servers. Individual business processes are defined by the process owner in a Process
Definition, (increasingly expressed in a standard language such as UML or some variation of
XML). Each Process Definition may be composed of both manual activities and automated
activities. Once defined and validated within the Process Designer, processes are instantiated
by an Execution Engine. The Activity Monitor provides access to status and performance
metrics on the execution of processes. End-to-end process ‘orchestration ‘It is unlikely that the
implementation of a Frameworx based ‘lean’ migration program will be a ‘big bang’ type of
approach implementing all new systems. Therefore, the Enterprise Integration Framework will
need to integrate end-to-end processes across various ‘islands of automation’ ranging from
existing legacy systems to new commercial-off-the-shelf technology. This approach is
sometimes called ‘orchestration’ in process. An orchestration-based approach offers the ability
to manage processes of greater complexity, (such as complex business service provisioning
etc.) with far more efficiency than is otherwise possible with alternative approaches. The key to
this is a modular approach to managing business rules, relationships, and activities. Within a
simple workflow automation paradigm, processes are defined “end-to-end” with all possible
paths (or more commonly a single path) pre-determined. Thus ‘Step 5’ always follows ‘Step 4’
and precedes ‘Step 6’ even if different instances of an otherwise standard process may require
a different sequence. Orchestration allows for the sequencing of steps to be determined during
the “run-time” instance of a process, with paths determined by evolving context resulting from
each new step. Thus, the potential number of paths and outcomes may otherwise be too
complex to define in terms of pre-determined “If-Then-Else” rules, but may be easily resolved
through human interaction and decision-making. This highlights the key architectural difference
between automation and orchestration. Given the inherent complexity and constant changes
within an operator’s business environment, effectively managing processes requires the agility
to shift with changes in context, rather than always being bound to the same scripted flow. This
requires the unique ability to define processes as a set of atomic, goal-based activities with the
enforcement of basic parameters (e.g., time limits, data variables), while separating the
execution logic activities from the higher-level process definition. Process orchestration is not
limited to invoking software, but rather represents a shift from task-based to goal-oriented
process definition. Web services and other forms of software automation are utilized through
process orchestration, yet not to the exclusion of manual, human-driven activities.
Functions
BPM Activity Monitor
The Business Process Manager Activity Monitor provides access to status and
performance metrics on the execution of processes.
BPM execution engine
Business Process Management process execution engine initiates processes and
sequences of process steps, work items and work lists of workflows in an automated way.
BPM Process Designer
The Business Process Manager Process Design function is used for individual business
process definition by the process owner, (increasingly expressed in a standard language such
as UML or some variation of XML). Each Process Definition may be composed of both manual
activities and automated activities.
API Management
© TM Forum 2018. All Rights Reserved. Page 313 of 338
Application Framework R17.5
High-performance, scalable, and low latency engine capable of mediating HTTP requests
between API consumers and service enablers;
Cache: Although completely optional to use, many times it is desirable or required to configure
caching at the broker level for specific service enabler operation responses. By caching those
responses, the broker can improve its responsiveness by reducing the number of requests to an
underlying service enabler to whenever its responses are not already cached.
Mediation of high throughput of HTTP requests between API consumers and services;
Awareness and support of Web protocols semantics (MIME types, HTTP Authorization and
Caching headers, etc.);
Header transform: modifications of header names and/or header information (e.g., service
enabler-specific header to IANA-based header)
Support of Data Format, Data Model transformations and Protocol Bridging between most or all
common Web standards (WS-*,SOAP,XML, REST, JSON, etc.);
Route: The broker Route task is the most commonly used task in a broker. A service enabler
consumer issues a request to a given service; the broker Route task is responsible for
forwarding that request to its underlying service enabler. Beyond the basic behavior of routing,
the Route task should allow the parameterization of request timeout, HTTP keep alive
connection, HTTP basic or digest authentication, URL decode, HTTP X-Forwarded-
For/Host/Server, HTTP referrer, exception shielding configuration, HTTP status code, content
based routing by regular expressions or xPath, etc.
Support of standard authentication and authorization protocols (WS-Federation, SAML, OAuth,
etc.), for both internal and external applications, API developers and users;
Validate: The broker Validate task ensures that only valid messages (according to their
contract’s schema) are routed to the remote host. This capability lowers dramatically the
number of malformed messages that are presented to a given service enabler, and by doing so
contributes to maximize the performance and scalability of that service enabler.
Policy, Charging; Rules Function: The Broker decision task makes it possible to have decision
trees within a workflow or policy evaluation, at any nesting level. This is the basis for many
possible micro-workflow related activities, making it possible to configure a decision point
structure where multiple options are present. The values tested in those options can be static or
dynamically retrieved at runtime from the broker runtime context or from any part of the currently
processed message.
Diagnose: The Broker Diagnose task dynamically updates underlying management systems
such as the Windows Management Instrumentation performance counters so that they can be
monitored and reported upon by the monitoring service.
Log: The broker Log task enables the logging of any request or response at any time during the
processing of a strategy. The task should be able to execute synchronously or asynchronously,
and target a designated file system path, database server, HTTP URL, or email address. If
configurable to run only for a specific request or response message of a specific user (or user
role) the task can be targeted to a specific operation of a specific service enabler. These
granularities together with the possibility to deliver the log information in different channels offer
great flexibility for both operation and debug scenarios.
CDR: creation of Call Detail Record for calculating API usage fee.
Traffic Control: The broker limits the access from the valid service consumers based on the
contract with service consumers or service enablers or based on the conditions of API broker
itself or service enablers.
Flow control (Inbound): access limitations based on the contract between API provider and
application developers (e.g., throughput/quota/concurrent connections limit)
Flow control (Outbound): access limitation based on the contract between API provider and
service enablers or the conditions of service enablers (e.g., throughput/quota/concurrent
connections limit)
Application Management: managing account information for recognizing applications (e.g., API
key/OAuth2.0’s client_id, client_secret) and application developers.
Data Encryption Key Management: managing data encryption keys to encrypt data in a case of
sending sensitive data through API.
Market or Store: In order to accomplish the task of commercial or business mediation, the
Broker can implement for itself or communicate to some other external marketplace / store
service. For example, the broker should be able to count and track requests for any given
request or response, and optionally cause the broker to refuse serving any more requests for a
specific user if a configured request limit per service consumer or if a configured time frame is
reached.
Protect: The broker Protect task may impose access restrictions to some service consumers, in
order to protect service enablers from abuse or undesired usage. Some common examples are
the configuration of an IP address range restriction or a limit to the maximum message size
accepted.
Supports the processes required for designing, developing, testing, deploying, operating,
reporting and retiring APIs;
APICatalog Management: a common database containing metadata related to:APIcreation
driven by project definition templates and configuration wizards,APIdependencies registry,
APIsearch, APIcontracts management, APIproxies and stubs code-generators, etc.;
Access control policies based on a Role-Based Access Control (RBAC) system that restrict
permissions for APIs creation and delivery, thus enabling different stakeholders experiences (for
example: Catalog Manager, Service Developer, Service Operator, Service Owner, Product
Manager, etc.);
Configuration of all APIRuntime behaviors (see previous component) using a model-driven
language or other type of DSL (Domain-Specific Language);
Real-time monitor and reportQoS(requests per second, exceptions, latency, etc.);
Developers Portal
Technical/commercial APICatalogue;
Easy to search and discover APIs;
APIdocumentation and code examples;
Distribution of API keys and data encryption keys;
Performance and usage reports;
Technical support (online, email, forums, etc.).
Functions
API Catalog Management
Application Programming Interface Catalog Management function is a
technical/commercial API Catalogue as an implementation of Catalog Management (11.1)
containing metadata related to: API creation driven by project definition templates and
configuration wizards, API dependencies registry, API search, API contracts management, API
proxies and stubs code-generators, etc.
API Developers Portal
Application Programming Interface Developers Portal function gives access to
> Technical/commercial API Catalogue with easy to search and discover APIs, and API
documentation and code examples. E.g. the "API Catalog Management" application.
> Performance and usage reports from the monitoring and logging functions
> Technical support (online, email, forums, etc.).
API Gateway Caching
The Application Programming Interface Gateway function (a.k.a.“API Broker”, “or simply,
“API Runtime”) caching function. By caching specific service enabler operation responses, the
broker can improve its responsiveness by reducing the number of requests to an underlying
service enabler to whenever its responses are not already cached.
API Gateway Policy Evaluation
Application Programming Interface Gateway Policy Evaluation function decision tasks
makes it possible to have decision trees within a workflow or policy evaluation, at any nesting
level. This is the basis for many possible micro-workflow related activities, making it possible to
configure a decision point structure where multiple options are present e.g. Charging,
Application Management (managing account information for recognizing applications and
application developers)
API Gateway Routing
Application Programming Interface Gateway Routing function performs content-based
routing, fail-over, load balancing, and broadcasting of requests.
The gateway can also validate to ensures that only valid messages (according to their contract’s
schema) are routed to the remote host (Inbound and Outbound flow control). This capability
lowers dramatically the number of malformed messages that are presented to a given service
enabler, and by doing so contributes to maximize the performance and scalability of that service
enabler.
API Lifecycle Management Access Control
Access control policies based on a Role-Based Access Control (RBAC) system that
restrict permissions for Create, Read, Update and Delete, thus enabling different stakeholders’
rights.
API Lifecycle Monitoring
Application Programming Interface Lifecycle Monitoring function supports real-time
monitoring and reporting QoS (requests per second, exceptions, latency, etc.);
API Lifecycle Operation
Application Programming Interface Lifecycle Operations function performs configuration
of all API Runtime behaviors (see previous component) using a model-driven language or other
type of DSL (Domain-Specific Language), and Real-time monitor and report QoS (requests per
second, exceptions, latency, etc.);
Catalog Management
Application Identifier: 11.1
Overview
Catalog Management is a cross domain, multilayer application that operates as a master
repository for componentized entities of products, services and / or resources within one or
more domains of a service provider’s environment. Catalog Management includes the abilities
to create and design new entities, map entity definitions, manage complex rules, support
componentization of entities and manage their relationships and dependencies. Additional
aspects include versioning, change management, enhanced viewing, as well as editing and
tracking capabilities
Functions
Catalog Change management
Manage the implications of catalog changes to determine the consequences of any
given change. In addition, catalog users should be able to track and locate the history of
changes in the catalog in an easy and accessible manner.
Catalog Compatibility rules definition
Define rules on catalog operational entities which are applied by downstream systems
when instantiating the catalog entities in the operational systems. For example, when
instantiating products out of ProductSpec
Catalog Component relation management
Ability to manage hierarchical, inheritance and reuse relations between catalog
components. Re-usability is a major requirement for management of a catalog. Re-usability is
achieved through inheritance and through the re-use of standalone entities as well as entity
hierarchies
Catalog Componentization
Ability to group catalog entities. A catalog user needs flexibility and openness in
configuring data catalog entities. One of the configuration options that enable high re-usability is
the possibility to group entities and re-use the group level
Catalog Data driven Security
Control access to the catalog data by its actual values, so a user may not see offerings
in which the customer type (which is an attribute) is Business if he (the use) can see only
residential customers information.
Catalog Entity data implementation
The catalog will provide the capability to implement a flexible data model with the ability
to structure entities and attributes as desired by the user and to extend the model according to
the requirements.
Catalog Entity handling
A catalog management application should be able to create, modify and delete entities.
Catalog Entity state management
The ability to manage the state of an entity during its lifecycle (e.g. planned, deployed, in
operation, replaced by, locked…)
Catalog Entity Versioning
Manage multi-versions of the same entity is a very important aspect in a catalog.
The complexity starts with the ability to manage multiple versions for single entities, however in
real life it is required to support much more complex scenarios where entities relate to other
entities that have a different lifecycle and a different versions map, however the validity and
maintenance of the versions needs to be maintained
Catalog Inquiry handling
Catalog data requires easy storage and retrieval of information. Historical changes
should be stored and easily retrieved, including changes done on the entity level or changes
done by different users.
Retrieval process should return simple queries but also complex queries retrieving data entities
that comply with complex conditions, in order to enable easier analyzing and slicing of the
catalog data.
Catalog Integrity rules
Apply integrity rules at the catalog entity level. Rules are required to maintain data
integrity in the catalog. Human errors during product and service configuration cause major
problems in testing and production phases, and automatic mechanisms that can eliminate such
errors in advance are mandatory.
Catalog Inter layer aspects
Inter layer aspects of a catalog management application, including Inter layer
dependency-rules management; Manage rules that governs the relationships between entities
in different layers. A catalog that manages different layers needs to maintain the rules within the
layer and between the layers. For example, how product definition translate corresponds to
different services provisioning rules, and so on
Catalog Revision control
A catalog provides a work environment that permits users to work in parallel without
interfering with each other’s efforts, to manage the relevant permissions on the data or on
activity level, and to support the different user interfaces required.
Catalog View Management
Generating different views for users that manage different data layers. As a master
catalog can support multiple lines of business and multiple layers, it should be dynamic enough
to provide different display options for the different cases
For example, a network implementer may require a visual graph that will show relations
between services in a graphical manner, while a product manager will require a dedicated view
that displays only the product offerings that are under his domain of responsibility. Creating
different custom views for different roles is a mandatory requirement in such a catalog.
Partner catalog integration
Partner integration for both export and import of catalog entities
- Export to external partners: A Catalog Management application should include the ability to
allow partners (e.g. Content Providers, or other SPs) to browse in catalog in real time or batch
mode. Not all data shall be exposed; security and access control (as mentioned above) are
essentials features
- Import from external partners: External partners may want to populate catalogs with their own
(entities) specifications and be able to create associations with existing entities. Access control,
validation and testing must be set appropriately.
Fallout Management
Application Identifier: 11.2
Overview
Fallout Management applications manage the manual steps within an order flow. These steps
might be due to an error, an exception, or simply a planned manual step. Fallout can come from
order management applications within the customer, service, or resource layers after the
fallout/manual step is addressed, the order flow will presumably continue from that point within
the ordering flow.
Functions
Orchestration Management
Application Identifier: 11.3
Overview
Orchestration Management is a cross domain application for automated instantiation,
decomposition, coordination, and management in the area of deployment, activation and
infrastructure element updating. It fulfills the needs of orchestration when applied across one or
more business domains of a service provider’s environment. Task Work Item here is referred as
generic term which encompasses any work that Orchestration application is supposed to
perform.
Functions
Fallout Management
Application Identifier: 11.2
Overview
Fallout Management applications manage the manual steps within an order flow. These steps
might be due to an error, an exception, or simply a planned manual step. Fallout can come from
order management applications within the customer, service, or resource layers after the
fallout/manual step is addressed, the order flow will presumably continue from that point within
the ordering flow.
Functions
Fallout Reporting
Application Identifier: 11.2.5
Overview
Fallout Reporting applications provide fallout management specific reporting.
Functions
Fallout Reporting
Fallout Reporting provides various reports regarding Fallout Management, including
statistics on fallout per various times periods (per hour, week, month, etc.) as well as
information about specific fallout.
Fallout Notification
Application Identifier: 11.2.6
Overview
Fallout Notification applications provides the means to alert people or workgroups of some
fallout situation. Email, paging, rules for notification alert
Functions
Fallout Notification
Fallout Notification function provides the means to alert people or workgroups of some
fallout situation. This can be done via a number of means, including email, paging, (Fallout
management interface bus) etc. This function is done via business rules.
Fallout Orchestration
Application Identifier: 11.2.8
Overview
Fallout Management Orchestration applications provide workflow and orchestration for the
Fallout Management area.
Functions
Fallout Orchestration
The Fallout Orchestration function provides workflow and orchestration capability across
Fallout Management.
Index
Customer Loyalty Prize Management 127 Enterprise Web Sites & Portals 253
Customer Operational Decisioning 88 Environmental Health & Safety Monitoring and
Customer Order Acceptance 71 Compliance Management 246
Customer Order Capture 76 Ethics & Compliance 229
Customer Order Enrichment 71 Fallout Auto Correction 278
Customer Order Establishment 68, 73 Fallout Correction Assistance 278
Customer Order Item Decomposition 78 Fallout Management 276, 278
Customer Order Lifecycle Management 70 Fallout Management Interface Bus 280
Customer Order Management 54, 68 Fallout Manual Correction Queue Handling 279
Customer Order Orchestration 69 Fallout Notification 279
Customer Order Orchestration Plan Creation 79 Fallout Orchestration 280
Customer Order Rules Management 71 Fallout Reporting 279
Customer Order Tracking & Management 70 Fallout Rules Engine 280
Customer Order Validation 69, 75 Fallout Technician Dashboard 279
Customer Order Work Item Decomposition 79 Fault Correction & Restoration 198
Customer Order Workflow Management 72, 78 Fault Correlation & Root Cause Analysis 197
Customer Problem Diagnostics 96 Fault Management 172, 197
Customer Problem Lifecycle Management 96 Fault Reporting & Analytics 198
Customer Problem Management 57, 95 Fault Surveillance 197
Customer Problem Qualification & Reception 95 Financial Business Unit Reporting 235
Customer Problem Reporting 97 Financial Controls, Editing, & Reference Data 240
Customer Problem Resolution 96 Financial Core Operations 233, 239
Customer Problem Verification & Closure 97 Financial Core Operations Reporting 234
Customer Profile Management 63 Financial Management 221, 233
Customer Profiling 85 Financial Reporting 100
Customer Program Management 126 Fixed Assets 241
Customer Recommended Action 88 Fleet Management 244
Customer Satisfaction Validation 85 Fraud Management 222
Customer Self Empowered Assurance 83 Funnel/Workflow Management 41
Customer Self Empowered Billing 83 General Ledger 239
Customer Self Empowered Fulfillment 81 General Ledger Account Reconciliation 237
Customer Self Management 55, 80 Governmental & Regulatory Tracking & Reporting 228
Customer Service Representative Toolbox 56, 90 HR Management 221, 227
Customer SLA Analysis 118 Implementation Planning 177
Customer SLA Collection 117 Indirect Sales Portals 37
Customer SLA Issue Reception 117 Internal Sales Portals 37
Customer SLA Management 59, 117 Invoice Generation 113
Customer SLA Reporting 119 Jeopardy Management 193
Customer SLA Violation Management 118 Journalization 99
Customer Subscription Management 64 Knowledge Management 222, 253
Customer/Internal Collaboration/Chat 137 Labor Relations 231
Customer/Prospect Data Acquisition 49 Lawful Interception 249
Damage Claims Management 243 Lead Generation & Management 44
Data Management 254, 260 Legal 265
Dealers 34 Location Management 173
Design Solution 153 Logistics Management 268
Determine Access Provider 158 Network Number Inventory Management 206
Determine Delivery Interval 158 Network Number Management 173, 206
Direct Sales Force 32 Number Portability 207, 208
Discounts Calculation 112 Number Portability Orchestration 208
Dispute Management 104 Number Portability Policy Management 208
DM Access & Transformation 260 Number Portability Risk & Effectiveness Management
DM Data Integration & Context 261 209
DM Data Presentation & Distribution 261 Number Portability Validation 209
DM Data Storage & Archival 260 Offer Configuration 77
Document Archiving 66 Offer Management 47
Document Delivery 66 Offering Availability 75
Employee Expense Reimbursement 233 Off-Line Contact Channel Management 137
Employee Identification Management 251 Operations Portal 130
Employee Records Management 229 Orchestration Management 277
Enterprise Application Integration 270
This Appendix provides additional background material about the TM Forum and this document.
Document History
Version History
3.4 March 31st 2009 Tina O’Sullivan Minor edits prior to posting.
3.6 July 2009 Deena Freed Made bug fix updates to TAM
model and converted into
document format.
3.7 17th Aug 2009 Piyush Sarwal Re-entered sections which were
removed in the conversion
process
4.0 June 12, 2010 Piyush Sarwal Edit version of the auto
generated document
4.1 June 22, 2010 Alicja Kawecki Updated Notice, added footer,
made minor cosmetic corrections,
processed for web posting and
ME
17.0 June 2017 Avi Talmor Changed the structure of the doc
so that Functions are now the
Associated Function objects form
Framework Faction
Release History
2.1 April 10, 2007 TAM Team Updated document to include short
description and other minor changes
13.0 •
13.5 •
14.5.0 November 2014 Avi Talmor • Updated two process names, main
diagram, and version information.
17.0 June 2017 Avi Talmor Changed the structure of the doc so
that Functions are now the Associated
Function objects form Framework
Faction
17.0 30 June 2017 Alicja Kawecki Applied rebranding and minor cosmetic
edits prior to publication for Fx17
17.0.1
14 November Adrienne Updated to reflect TM Forum Approved
2017 Walcott Status
17.5.0
December 2017 Avi Talmor Updated two process names, main
diagram, and version information.
Acknowledgments
This document draws liberally from the Business Process Framework – TMF GB921. Thanks are given
to the many authors and contributors of this document.