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LiveFinancial Services · Enterprise Modernization
Billing Transformation Program
Modernization initiative replacing manual, file-based billing with an automated API-driven billing architecture — improving accuracy, reducing cycle time, and strengthening financial controls.
Budget$1.5M
Duration18 Months
MethodologyHybrid Agile + Waterfall
ComplexityMedium
billingapi-migrationfinancial-servicessalesforceoracleiamautomationenterprise
Project Documentation
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Requirementsv1.2
Business Rules Catalog
Business Rules Catalog· May 22, 2024· 11 pages
Document Overview
25 IF-THEN business rules across Pricing, Contract Threshold, Tax, Credits, Validation, and Security categories. 3 rules in OPEN status requiring workshop resolution.
11
Pages
—
Reqs
25
Rules
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Risks
Business rules in this artifact
25Stakeholders
4Product Owner — Billing Operations Director— Billing OperationsReq Auth
IAM Lead— IAM GovernanceSME
Finance Lead— Accounting OperationsSME
Tax Lead— Tax ComplianceSME
RequirementsHub Intelligence
X-Ray would analyze this Business Rules Catalog for:
- Business rules without corresponding requirements
- Conflicting rule conditions
- Rules in OPEN status blocking architecture
- Missing exception handling
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