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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.
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.
Product Offers
Product offers are the basis for the pricing components that subscriptions, groups, and devices purchase, either singly or in bundles.
Product Offer Properties
All product offers have a generic set of properties that are displayed by default in the General tab when you open a revision of the offer in My MATRIXX. Click a tab to configure specific product offer properties.
Rollover Properties
You use the Rollover tab to add any predefined rollover components that a subscription offer requires, and view the currently assigned rollover components.

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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.
  - 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.
    - Bundles
      Bundles group one or more product offers together so they can be purchased as a unit. You can also create bundle-specific charges, grants, and discounts that override or supplement the existing pricing components defined in individual product offers. A Pricing User creates bundles and configures the template fields that a Pricing User is allowed to change to make bundles available as catalog items.
    - Offer Owner State Update Components
      An offer owner state update component implements the business logic that decides which object state update profile to select during rating for a given set of normalization parameters. An offer owner state update component can be configured to run during a Purchase, Activation, Recurring, or Balance Threshold operation. When an offer owner state update component is executed, a decision table is used to select an object state update profile to update the custom data/time field of the offer owner object (subscriber/group/device).
    - Offer Priority Generators
      Priority generators provide one value used in the dynamic offer priority formula that calculates the product offer with the highest priority. Priority generators apply numerical priority values to the decision table rows. If a decision table row is selected as a candidate for rating an event, its priority value is used in the dynamic offer priority formula calculation that MATRIXX Charging Application uses to find the offer with the highest priority value. Then MATRIXX Charging Application rates the event using the offer with the highest priority (highest numerical priority value).
    - Product Offers
      Product offers are the basis for the pricing components that subscriptions, groups, and devices purchase, either singly or in bundles.
      - Product Offer Versions and Revisions
        You can create any number of product offer versions and revisions. Product offer versions are closely related, such as continuations of a product offer with new validity dates. Existing purchasers continue to use the older product offer version while you offer new purchasers the newer version. Revisions change existing product offers. For example, if you create a new revision with different pricing, both existing owners and new owners pay the new prices.
      - Create or Change Subscription Offers
        This section explains how to create, change, and delete subscription product offers. Subscription product offers provide access to a service that is paid for periodically.
      - Create or Change One Time Product Offers
        This section explains how to create, change, and delete one time product offers. One time offers are paid for immediately when the product offer is purchased.
      - Create or Change Global Product Offers
        This section explains how to create, change, or delete global offers.
      - Create or Change Finance Contract Offers
        This section explains how to create and change finance contract product offers. A finance contract defines the pricing components required to set up the contract.
      - Create or Change Service Contract Offers
        This section explains how to create and change service contract product offers. A service contract defines terms and charges for a service such as voice or data, allowing the subscriber, group, or device to gain additional benefits or discounts when they agree to sign a long-term contract.
      - Delete a Product Offer, Offer Version, or Offer Revision
        Deleting a product offer removes all versions and revisions of the product offer from the pricing plan. Deleting a version removes all revisions of that version.
      - Product Offer Properties
        All product offers have a generic set of properties that are displayed by default in the General tab when you open a revision of the offer in My MATRIXX. Click a tab to configure specific product offer properties.
        General Product Offer Properties
        All product offers have a generic set of properties that you configure when you create a product offer. Some product offers have additional properties that you can configure.
        Start/End Properties
        You use the offers Start/End tab to set the rating validation period for subscription, global, finance contract, and service contract product offers.
        Price Component Properties
        Use the offer Price Components tab to add any predefined price components that the offer requires and select a GL Target Grant.
        Parameter Properties
        Use the Parameters tab to add a parameter to an offer and to specify its default value.
        Balances Properties
        Use the Balances tab to add required balances to the offer revision. On a subscription offer, you can optionally set one balance as the primary balance.
        Balance State Properties
        Use the Balance State tab to add predefined balance state update components to product offers. Balance state update components extend the end time of a balance instance in a subscriber's wallet when the offer is purchased.
        Rollover Properties
        You use the Rollover tab to add any predefined rollover components that a subscription offer requires, and view the currently assigned rollover components.
        Meters Properties
        Use the Meters tab to specify any predefined meters that a subscriber wallet must contain before purchasing a subscription or one time product offer. If the meter does not already exist, it is created in the subscriber's wallet and used during rating. Session meters cannot be added to a product offer, so they do not appear in the meter list.
        Priority Properties
        Subscription and global offers can be prioritized for rating based on a static or dynamic priority.
        Policies Properties
        Use the Policies tab to add optional predefined policy components to the product offer.
        Proration Properties
        Subscription offers have proration settings that determine how pricing is applied and removed when they are purchased and canceled in the middle of a balance cycle, billing cycle, or purchased item cycle. These settings also include how pricing is applied when they are suspended and resumed in the middle of a balance cycle, and when a period is terminated early.
        Tax/GST Properties
        Use the Tax/GST tab to define how taxes are applied to charge price components contained in the product offer during rating. For each charge application type, you specify the tax class(es), whether the tax is included in pricing, and whether MATRIXX Engine adds specific tax amount information to the Event Detail Record (EDR). If you use dynamic tax selection, you can also specify the tax selector that determines the taxes to apply.
        Custom Fields Properties
        Use the Custom Fields tab to configure any predefined custom fields in product offer extensions for the offer. You must have already created a private product offer MATRIXX Data Container and added it to the MATRIXX Engine schema.
        Attribute Properties
        Use the Attributes tab to add any predefined attributes to the offer.
        Template Field Properties
        Use the Template Fields tab to check a template and configure the template fields to use for a catalog item.
        Cycle Data Properties
        Use the Cycle Data tab to create a billing cycle offset.
        Activation Properties
        Use the Activation tab to specify an activation filter for subscription product offers. When a filter is specified, a subscriber must satisfy all activation elements in the filter to activate the offer. You can also use the Activation tab to edit an activation filter. The default is no activation requirements; the offer is made active when it is first used.
        Usage Quota Properties
        Use the Usage Quota tab to add any predefined usage quota components to the offer.
        Usage Triggers Properties
        Use the Usage Triggers tab to add usage trigger components to the offer.
        SH Repository Data Properties
        Use the SH Repository Data tab to add any predefined repository data components to the offer.
        Offer Owner State Properties
        Use the Offer Owner State tab to add offer owner state update components to an offer. For more information, see the discussion about offer owner state update components.
        Sponsorship Properties
        Use the Sponsorship tab to add any predefined sponsorship components to the offer.
    - Products
      A product represents the provisioning of a service type when a _glossary/catalog_item.html is purchased for a _glossary/subscription.html, _glossary/device.html, or _glossary/group.html. The products identify the service type, which in turn determines the pricing that can apply.
  - 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

Rollover Properties

You use the Rollover tab to add any predefined rollover components that a subscription offer requires, and view the currently assigned rollover components.

This tab has no configurable properties; use it to select rollover components from the list to add to the offer.