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Projects (1 result)

Financial Services · $1.5M · 18 Months

Billing Transformation Program

Modernization initiative replacing manual, file-based billing with an automated API-driven billing architecture — improv…

Billing Transformation Program

Requirements (2 results)

BR-001Must · Functional · Data Extraction

Salesforce contract extraction

The system shall extract all active contracts from Salesforce via REST API at the start of each billing cycle.

Billing Transformation Program

BR-029Must · Security · Access Control & Security

Role-based access enforcement

The system shall enforce role-based access control via the IAM platform.

Billing Transformation Program

Business Rules (1 result)

BR-PRC-001Pricing · Approved

Active Contract Required for Billing

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

Billing Transformation Program

Risks (1 result)

T2Technical · High probability · Score 6

Salesforce data quality issues

Contract and customer data in Salesforce contains gaps, duplicates, and inconsistencies that will propagate to invoices.…

Billing Transformation Program

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