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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
RequirementsHub Analysis
Requirements Intelligence
Project scores, gaps, and coaching guidance.
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Gap Analysis
Detect missing requirements and coverage holes.
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Traceability
Trace requirements to artifacts and tests.
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BR-CRD-001ApprovedCredits
Credit Memo Approval Required
Rule
Credit memos shall require approval by a user with Billing Manager role or higher.
IF
Credit memo requested
THEN
Route to Billing Manager queue; block release until approved