Key Concepts & Terminology

Updated: January 9, 2023
Contents

    Understanding keys concepts and associated terminology is necessary to use all advantages of the Commerce module and also to streamline required business operations in your organization. The following article introduces essential concepts and describes key workflows around the data streams, billing and pricing functionality on the Connect platform.

    Data Stream Management

    The core functionality the Data Stream Management is a process of transferring table-based data from Vendors through the supply chain. Therefore, this process allows establishing continuous commercial interactions between organizations and implementing business scenarios that are illustrated and described below:

    • Billing Management: Organizes processes of transferring billing data from Vendors through the supply chain layers with optional transformation on the way.
    • Price Management: Governs processes of transferring pricing data (also called price lists) within the supply chain layers with optional transformation on the way.
    • Other business scenarios, such as cost estimates, inventory, and more.

    Data stream management also incorporates data transformation that represents a process of modifying information in billing streams, pricing streams, and other data streams. Depending on your data and operation, data transformation may represent rating, conversions, lookups, data enrichment, or other specific scenarios. Initial data transformation performed by Vendors is often called ingestion on the Connect platform.

    The following illustrates the direction of data transformations and describes typical billing data transition from one organization to another as an example:

    The Commerce module collects data provided by an external system via an extension. This module also allows using extensions to initiate the transformation of required data and to organize the transition of the transformed data to business partners.

    For example, Vendor systems can generate initial billing information and use a product extension to submit this data to Vendor Streams on the Connect platform. Consequently, this billing data is shared with Distributors, which in turn can use their own logic to generate billing information for end-customers and Resellers. The provided and shared billing data is organized via specific objects that are called Billing Batches. Pricing and other data streams follow the same pattern for transitioning required information throughout the supply chain.

    End-to-End Scenario

    Data stream management provides flexibility for different business scenarios and operations. Therefore, the CloudBlue Connect platform features comprehensive functionality for any billing, pricing, and other data stream transitions regardless of the complexity of your supply chain.

    The following outlines the most complex end-to-end business scenario for Vendors, Distributors, and Resellers on Connect:

    First of all, Vendors establish a data stream that includes generated billing batches, price lists, or any other data depending on the operation. Vendors define a data stream in a scope of particular product and listing. All data streams stay in the Private mode until they are explicitly shared with Distributors.

    Subsequently, Distributors can use information that is provided via Vendor Streams for the following scenarios:

    • Distributors can submit provided data directly to their system and then share it with end-customers.
    • The system allows Distributors to transform acquired information and organize Distributor Streams to pass modified data to end-customers.
    • Distributors can also transform acquired data to establish Distributor Streams in a scope of specific Syndication Contract. Therefore, this scenario allows transferring modified information to Resellers.

    The Commerce module enables Resellers to perform similar business operations. Namely, Resellers can submit the data that is provided via Distributor Streams directly to their system. Alternatively, Resellers can transform the provided information and organize their own Reseller Streams to pass their modified data to end-customers.

    Billing Streams and Their Types

    Billing streams define transformation of both input and output billing data in a specific business context. Namely, billing streams represent business flows that allow managing the creation billing batches and the transition of such batches from Vendors to Distributors, from Distributors to Resellers or customers, and so on.

    The system allows creating simple streams and also chaining billing streams as illustrated and described below:

    • Simple billing steams represent independent objects that don’t include any references to existing streams in the systems. Such billing stream incorporate input data that is provided by external systems. These streams are typically generated by Vendors to transfer required billing batches to their business partners.
    • Computed billing streams, on the other hand, use existing streams as a source to define data required for subsequent operations. Specifically, the output information of other streams serves as the input data of computed streams that is consequently transformed to meet specific business requirements. Computed streams are increasingly useful for Distributors and Resellers that use generated streams for their subsequent operations.
      • Computed streams might also incorporate a Selector to get a subset of data by using a given criteria. Therefore, this allows filtering out unwanted data and include only data rows that refer to a specific organization, customer, etc.

    The Commerce module also features a comprehensive functionality that allow configuring transformations of table-based data within any billing stream. Thus, it is important to learn more about transformation processes and essential configuration options.

    Billing Stream Transformations

    The transformations of billing data are defined as pieces of a business logic that use certain columns within spreadsheet tables as input and certain columns as output. Meaning that the system allows performing multiple transformation operations that help generate new output columns within your spreadsheet. Therefore, your generated output columns can also serve as an input for subsequent transformation procedures.

    The following showcases several transformation operations for billing stream and highlights critical constraints for billing stream configuration:

    In general, organizations execute multiple transformations of billing data to meet all business requirements and transfer generated batches to their business partner. The diagram above demonstrates initiated transformation operations that work with provided input data or with output data from previous transformation procedures. The system also allows performing one transformation or skipping such operations completely if necessary.

    Furthermore, the diagram above outlines the following constraints:

    • Each column can only have a single (unique) origin.
    • Each column can be used for multiple transformations.
    • The system allows selecting columns that will be stored in the output file.

    Note that the system provides a number of configurations that can be applied for your transformation procedures and that can simplify various operations, such as lookups for subscription data, product item data, currency converter, and so on. The detailed description of available configuration options is presented in the User Interface article.

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