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Account Hierarchy Visualization Overview

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Overview

This feature supports the visualization of detailed account hierarchy, and plan information via a screen overlay launched from within the Aria application. You can specify what level of users can view this information.

Aria Customer Care Portal

Note: The Aria Customer Care Portal offers an updated, more refined hiearchy view on the Account Overview screen. 

Conditional Display of Account Hierarchy Link by Role/Level of Account Access

Getting Here: Configuration > Security > Roles
Role - Account Access.jpg

  1. An Aria user is required to be associated with a Role that permits Account Access at the Power CSR level.

    Getting Here: Configuration > Security > Account Access > Account Overview > Pages > Account HierarchyAccount Access_Account Hierarchy_Power CSR_ON.jpg
    The Account Hierarchy Overlay screen link is enabled by a page setting for the Account Overview screen.
 
  1. Using the arrow drop down, the Account Hierarchy page setting must be set to a Minimum CSR Level of Power CSR.
  2. The display setting for the page must be set to On.
    Then, click on the Save button at the bottom of the screen to apply and save this setting.

    Note: By default, display of the Account Hierarchy Overlay page link is set to Off.

Accessing an Account's Visual Account Hierarchy
Account Overview - View Account Hierarchy Link.jpg

  1. Access an account, and click on the View Account Hierarchy link.

    Note: The View Account Hierarchy link is only displayed to those Aria users having the appropriate levels of Role access, and Page permissions as detailed in steps 2, and 3 above.

Account Hierarchy Overlay Screen
Account Visualizations - Steps 5 through 10.jpg

The Account Hierarchy Overlay screen displays. The selected account card (highlighted in blue), is visually represented with other account cards that comprise its account hierarchy makeup. As Parents' parents and Children's children are displayed—Up to four (4) levels of account hierarchy are displayed at any time without the need to scroll on a 1024 X 768 resolution.

Each account card in the hierarchy displays the following:

  1. A colored dot indicating the account's current status:
    green dot.jpg Active or Permanent
    Yellow Dot.jpg Registered Pending Activation or Temporary Service Ban
    Red Dot.jpg Deactivated or Archived
  2. Company Name, or First and Last Name of Account Contact if Company Name is not available. If there is no value for either of these first two variables, then the user will see the Account User ID.
  3. A numerical value indicating the number of child accounts directly associated to the selected or highlighted account.
  4. Payment Responsibility; Self Pay, Parent Pay, or Mixed (a combination of Self Pay, and Parent Pay).
  5. Account Currency.
  6. Full Balance owed.

Account Card's View Details Link
Account_Visualization_-_Steps_11.jpg

  1. Clicking on an account card's View Details link opens a window that displays the account's:
    1. Account Number
    2. Last Invoice Date
    3. Last Invoice Amount
    4. Service Credits currency amount available on the account
    5. Number of Master Plan/Supplemental Plan instances subscribed to by the account
  2. Clicking on an account card's View Details > Last Invoice Amount > PAYMENTS link returns the user to the Aria application to access the account's Payments & Credits screen. From here, a user can view the account's recent payments and initiate a payment, or perform other account actions using the screen tabs at the top of the screen, and/or navigation menu to the left.
    Make Payment Screen.jpg

Accessing an Account's Visual Plan Detail

  1. Clicking on a selected account card's View Details > Plan Instances > View All link opens the account's Plan Visualization screen.
    Click on View All Link.jpg
    This screen includes sections for A. Billing Group, B. Master Plan Instance, and C. Master Plan Instances associated with the selected Billing Group.

    For each Billing Group, the screen displays:
    1. Billing Group
      • Aria-assigned number, and description.
      • Client-defined identifier.
      • Primary Payment description.
      • Secondary Payment description.
      • Statement Contact.
      • Notification Method.
    2. Master Plan Instance(s) associated with a selected Billing Group.
    3. A graphical representation of the Master Plan Instance, and any Supplemental Plan Instance(s) associated with the selected Billing Group. The Plan visualization includes:
      • A colored dot indicating the Master Plan/Supplemental Plan Instance(s) current status:
        green dot.jpg Active, or Active Non-Billable
        Yellow Dot.jpg

        Inactive, Pending Activation, Pending Cancellation, Pending Installation, Pending Termination, Suspended, or Trial
        Red Dot.jpg Terminated or Canceled
      • Plan Name
      • Plan Number
      • Number of Units purchased.
      • Rate Schedule name
  1. Click on the Master Plan/Supplemental Plan Instance(s) View Details link.
    Click on Plan Detail X.jpg

A Plan Details popup screen displays detailing the Master Plan/Supplemental Plan Instance's:

  • Last Bill date.
  • Bill Through date.
  • Usage Bill Through date.
  • Next Bill date.
  • Dunning State. (only for Master Plan Instances)
  1. Click on the Plan Detail's X to close the Plan Details popup.
    Master Plan Instance Drop Down.jpg
  2. Click on the Master Plan Instance field's drop down arrow to view and select additional Master Plan Instances associated to the selected Billing Group for payment responsibility.

    Note: As shown in the above example, any Child accounts' Master Plan Instance(s) having Parent Pay responsibility by the selected account's Billing Group are displayed with information including the Master Plan Instance Number, Plan Name, and Child Account Number.

  1. Click on any of the Master Plan Instances in the drop-down to refresh the screen's plan display.
    Plan View Details_Billing Groups.jpg
  1. Click on the Plan(s) View Details link to view specific billing information for the Master Plan/Supplemental Plan instance(s) as described in Step 14.
  2. Click on the Billing Group field's drop-down arrow to view, and select other Billing Groups associated to this account.
    Click on Another Billing Group.jpg
  3. Click on any additional Billing Groups associated to this account.

    As shown in the above example, any Parent accounts' Master Plan Instance(s)/Billing Group's having Parent Pay responsibility for any of the selected account's Master Plan Instances is displayed. The Parent Account's Billing Group is displayed with information including the Master Plan Instance Number responsible for payment, it's associated Billing Group, and the Parent Account Number.
    Click on Back to Account View.jpg
  1. Click on the Back to Account View link to return to the Account Hierarchy Overlay screen.

    Note: You can customize the account and plan instance hierarchy visualizations using internally-defined fields as well as a client's account/product supplemental fields. See Account Hierarchy/Master Plan Instance Hierarchy Visualization for more information.

Navigating Other Accounts on the Account Hierarchy Overlay Screen
Access Another Account In Hierarchy.jpg

  1. If you click on another Account Card displayed on the Account Hierarchy Overlay screen, that account card is highlighted in blue, and any children accounts associated with the newly selected account card are displayed. Clicking the View Account link for an account card loads the account overview of that account.

  2. When there are more account cards to view but are not visible, a gray arrow icon shows that you can click to view those additional account cards.

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