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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
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Requirements(42)
Business and non-functional requirements traced to the BRD and test cases.
9 requirements have no defined test case. These must be resolved before the SIT gate.
Priority:
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Showing 42 of 42 requirements
| ID | Priority | Type | Category | Title | Status | Gap |
|---|---|---|---|---|---|---|
| BR-001 | Must | Functional | Data Extraction | Salesforce contract extraction | Approved | — |
| BR-002 | Must | Functional | Data Extraction | Customer master extraction | Approved | — |
| BR-003 | Must | Functional | Data Extraction | Usage data ingestion | Approved | — |
| BR-004 | Must | Data | Data Extraction | Pricing schedule extraction | Approved | — |
| BR-005 | Should | Operational | Data Extraction | Extraction failure alerting | Approved | — |
| BR-006 | Must | Functional | Billing Calculation | Invoice calculation per contract | Approved | — |
| BR-007 | Must | Functional | Billing Calculation | Most recent price selection | Approved | — |
| BR-008 | Must | Functional | Billing Calculation | Volume tier aggregation | Approved | — |
| BR-009 | Must | Functional | Billing Calculation | Mid-period proration | Approved | — |
| BR-010 | Must | Functional | Billing Calculation | Multi-currency support | Approved | — |
| BR-011 | Should | Functional | Billing Calculation | Recalculation on adjustment | Approved | Gap |
| BR-012 | Must | Integration | Tax Calculation | Ship-to jurisdiction tax | Approved | — |
| BR-013 | Must | Integration | Tax Calculation | Multi-jurisdiction resolution | Approved | Gap |
| BR-014 | Must | Regulatory | Tax Calculation | Reverse-charge handling | Approved | — |
| BR-015 | Must | Functional | Tax Calculation | Tax exemption certificates | Approved | — |
| BR-016 | Must | Regulatory | Tax Calculation | Tax audit trail | Approved | — |
| BR-017 | Must | Functional | Pre-Billing Validation | Mandatory data validation | Approved | — |
| BR-018 | Must | Functional | Pre-Billing Validation | Approval routing above threshold | Approved | — |
| BR-019 | Must | Functional | Pre-Billing Validation | Contract cap enforcement | Approved | — |
| BR-020 | Should | Functional | Pre-Billing Validation | Minimum commit enforcement | Approved | Gap |
| BR-021 | Must | Functional | Invoice Generation | Standard invoice template | Approved | — |
| BR-022 | Must | Functional | Invoice Generation | Invoice PDF delivery | Approved | — |
| BR-023 | Must | Functional | Invoice Generation | Invoice numbering scheme | Approved | — |
| BR-024 | Should | Functional | Invoice Generation | Multi-language invoices | Approved | — |
| BR-025 | Could | Functional | Invoice Generation | Invoice attachment support | Approved | Gap |
| BR-026 | Must | Integration | GL Integration | GL posting to Oracle Financials | Approved | — |
| BR-027 | Must | Regulatory | GL Integration | Revenue recognition rules | Approved | — |
| BR-028 | Should | Reporting | GL Integration | GL reconciliation report | Approved | Gap |
| BR-029 | Must | Security | Access Control & Security | Role-based access enforcement | Approved | — |
| BR-030 | Must | Security | Access Control & Security | Billing edit role restriction | Approved | — |
| BR-031 | Must | Security | Access Control & Security | Segregation of duties | Approved | — |
| BR-032 | Must | Security | Access Control & Security | Audit logging of changes | Approved | — |
| BR-033 | Should | Operational | Access Control & Security | Quarterly access review | Approved | Gap |
| BR-034 | Should | Reporting | Reporting & Analytics | Executive billing dashboard | Approved | — |
| BR-035 | Should | Reporting | Reporting & Analytics | Operational reporting | Approved | — |
| BR-036 | Could | Reporting | Reporting & Analytics | Ad-hoc query access | Approved | — |
| NFR-001 | Must | NonFunctional | Performance | Billing cycle SLA | Approved | — |
| NFR-002 | Must | NonFunctional | Performance | Peak throughput | Approved | — |
| NFR-003 | Must | NonFunctional | Availability | API availability | Approved | Gap |
| NFR-004 | Must | NonFunctional | Data Retention | Data retention | Approved | — |
| NFR-005 | Should | NonFunctional | Resilience | Disaster recovery | Approved | Gap |
| NFR-006 | Must | NonFunctional | Security | Encryption | Approved | Gap |