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Charging Configuration
Charging Configuration has the interfaces you use to create and manage balance, pricing, product offer and bundle, general, and application-related components.
Balance Configuration
Balance Configuration contains interfaces you use to create and manage price components including aggregation selectors, balances and balance classes, balance state update profiles and components, meters, and rollover profiles and components.
Rollovers
Balance rollover occurs at the end of a period when the unused portion of a prepaid, periodic asset balance, for example, voice minutes or data, is made available for charging usage in subsequent periods. Balance rollovers are handled the same for individual product offers and offers in bundles; all available non-supplemental product offers are evaluated in order of priority until an applicable rollover component is found.
Creating Balance Rollovers
Creating balance rollovers typically involves these steps.

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My MATRIXX Help
- About My MATRIXX Help
  My MATRIXX Help provides information about My MATRIXX, a web application that offers a central location for creating pricing plans and configuring MATRIXX charging and rating behaviors. My MATRIXX is intended for pricing administrators who are responsible for creating and maintaining pricing plans and for IT administrators or developers who configure the rating and charging behavior of the online charging system.
- Introducing My MATRIXX
  The following information describes the My MATRIXX interface.
- Using My MATRIXX
  You use My MATRIXX to validate and compile the pricing configuration file, compile pricing, and set up and manage user roles and domains; create and manage catalog items and catalogs, manage eligibility features and rules, and manage the Normalizers interface; create and manage balances, pricing, offers and bundles, general components, and application-related components; and policies for charging and rating. Use General Configuration to create components that support pricing items and charging functionality such as announcements pricing components, attribute definitions, denial codes, products, decision tables, Final Unit Indication (FUI) profiles and generators, general ledger transaction types, notification profiles, normalizer templates, and subscriber information query actions, profiles, and generators.
- Home Menu
  The following information describes the tasks that can be performed using the My MATRIXX Home menu.
- Catalog Configuration
  Catalog Configuration contains the Catalog Items interface that you use to create, change, or delete catalog items; the Eligibility interface to manage eligibility features and rules to determine whether a subscriber, group, or device is eligible for a catalog item; and the Normalizers interface you use to edit normalizers.
- Charging Configuration
  Charging Configuration has the interfaces you use to create and manage balance, pricing, product offer and bundle, general, and application-related components.
  - Balance Configuration
    Balance Configuration contains interfaces you use to create and manage price components including aggregation selectors, balances and balance classes, balance state update profiles and components, meters, and rollover profiles and components.
    - When to Use a Balance or a Balance Class
      In a pricing plan, in the balance to impact, the quantity definition in a rating formula, and the balance examined by a balance normalizer, you have the option to select a balance or a balance class that gets used during rating.
    - Aggregation Selectors
      An aggregation selector defines an aggregation grouping using matrices.
    - Balance Classes
      Balance classes specify whether a balance is an asset or currency and define how balance template properties display.
    - Balance State Update
      A balance state update component implements the business logic that decides which balance state update profile to select during rating for a given set of normalization parameters. A balance state update profile is a catalog component that defines how to modify the end time of a balance instance in a subscription or group wallet when the additional assets or currencies are purchased for that balance instance.
    - Balances
      A balance is a quantity of a currency or asset that is used for tracking and charging for service usage and service-related operations, such as recurring cycle fees.
    - Balance Tags
      Balance tags are a subset of a balance class. Pricing Admin associate balance templates with balance tags, and then refer to balances from the subset of templates that share a specified tag.
    - Dynamic Balances and Meters
      Balance and meter instances can be created dynamically in response to network usage events. A dynamic balance can be simple or periodic, and can represent a quantity of a currency or an asset. A dynamic meter can track charge amount, discount amount, or usage quantity.
    - Meters
      A meter is a non-financial counter that tracks service usage, charges to a balance, balance discounts, balance amounts, or the overdraft amount of a set of balances.
    - Rollovers
      Balance rollover occurs at the end of a period when the unused portion of a prepaid, periodic asset balance, for example, voice minutes or data, is made available for charging usage in subsequent periods. Balance rollovers are handled the same for individual product offers and offers in bundles; all available non-supplemental product offers are evaluated in order of priority until an applicable rollover component is found.
      - Balance Rollover Example
        When defining a rollover profile, you can specify the maximum amount to be rolled over in the initial period (Maximum Rollover Amount) and the maximum total amount that can be rolled over from all periods (Maximum Total Rollover Amount).
      - Creating Balance Rollovers
        Creating balance rollovers typically involves these steps.
      - Rollover Profiles
        Rollover profiles determine how assets from a specified balance are rolled over.
      - Rollover Components
        A rollover component implements the business logic that decides which rollover profile to select during rating for a given set of normalization parameters. Use the Rollover Components tab to add one or more rollover components to an offer.
  - Pricing Configuration
    Pricing Configuration contains interfaces you use to create pricing plan components. Pricing plan components managed through this interface include decision tables, finance and service contracts, filters, price components including charges, discounts, grants, refunds, and forfeitures, and rate tags.
  - Offer and Bundle Configuration
    Offer and Bundle Configuration contains interfaces you use to create and manage pricing and rating components including bundles, offer priority generators, product offers, and product service types and attributes.
  - Normalizer Configuration
    Normalizer Configuration contains interfaces you use to create and manage normalizers, normalizer templates, and normalizer value lists.
  - Tax Configuration
    Tax Configuration contains interfaces you use to create and manage tax classes and selectors, and US taxation. You must have the Manage Tax domain user role to enable this menu.
  - General Configuration
    General Configuration has interfaces you use to create pricing plan components. Pricing plan components managed through this interface include announcements, product and system attributes and definitions, currency codes for rate tables, denial codes, field definitions for use in normalizers and rate tables, Diameter Final-Unit-Indication (FUI) profiles and generators, General Ledger (GL) transaction types and info generators, grace period profiles, languages, notification profiles, parameter definitions, pre/post-rating profiles and generators, SH Repository data, Subscriber Information Query components, tax classes for offer categorization, usage quota profiles and components, purge profiles, virtual fields, and usage triggers.
  - Application Configuration
    Application Configuration components are used by My MATRIXX for creating pricing plan items and are used by MATRIXX Charging Application and MATRIXX Policy Application for charging and rating.
- Policy Configuration
  Policy configuration components are used by MATRIXX Charging Application and MATRIXX Policy Application for charging and rating.
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Glossary

Creating Balance Rollovers

Creating balance rollovers typically involves these steps.

Configure a balance template to allow balance rollovers and set the balance consumption sequence.
Create rollover profiles to be assigned to balance templates.
Create rollover components to determine which profiles are selected during rating.
Assign rollover components to subscription product offers.