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.

Coming Soon

Traceability

Trace requirements to artifacts and tests.

Coming Soon

BR-PRC-001ApprovedPricing

Active Contract Required for Billing

Rule

A customer account shall be billed only when an active contract exists in Salesforce on the billing date.

Contract status = Active AND billing date is within contract effective dates

THEN

Generate invoice line items per contract pricing schedule

EXCEPT

Customers in dispute hold are excluded until hold is released