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-TAX-002ApprovedTax

Tax Exemption Certificate Honored

Rule

Customers with valid tax exemption certificates shall not be charged tax for applicable jurisdictions.

Active exemption certificate exists for customer + jurisdiction + product category

THEN

Set tax = $0 for matching line items; record exemption certificate ID on invoice

EXCEPT

Expired certificates revert to standard tax calculation