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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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RequirementsHub Analysis
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BR-CRD-002ApprovedCredits
Credit Application Order
Rule
Credits shall be applied to oldest open invoices first.
IF
Credit balance exists for customer
THEN
Apply credit to invoices in ascending invoice date order until exhausted