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The Routing Plans section is available if your JeraSoft Billing includes the Routing Module. To access the Routing Plans section, please log in to your system and go to Routing > Routing Plans.
This section allows managing your routing rules for customers, providers, and destinations. Each routing plan should be assigned to a respective customer (originator) for the proper work of the routing process.
You can combine both routing rules (dynamic and static) while creating a routing plan and also assign separate rules to each destination. Here you can find a list of created routing plans.
Screenshot: Routing Plans section
|ID||ID number of a routing plan|
|Name||Name of a routing plan|
|Reseller||Name of a reseller a corresponding routing plan has been assigned to as an owner|
|Code Deck||Name of code deck that has been applied to a corresponding routing plan|
A respective hunting rule that has been applied to a routing plan
|DR Order||A name of dynamic routing order that has been selected to organize routing rules|
|Rules||A number of rules specified in a respective routing plan|
Functional buttons/icons presented in the section are as follows:
|Allows to create a new routing plan|
|Allows to copy an existing routing plan to the section|
|Allows deleting a routing plan from the system|
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking ondownward arrow icon, a drop-down menu with the following structure is displayed:
Screenshot: Advanced Search drop-down menu
|Select from the list of all Resellers, Sub-resellers and Managers registered in the system|
|Allowed for||Select from the list of all Resellers, Sub-resellers, and Managers that are assigned to a routing plan in the Origination Limit field|
|Code Deck||Select from the list of all Code Decks in the system|
|Tags||Specify a certain Tag that was added to a routing plan|
|Additional DR Plan|
Select a routing plan that was assigned as an additional in the Additional Routing Plan field
Specify a termination client that was assigned to any routing plan rule
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click the Reset button.
To create a new routing plan, click the New Routing Plan button, and fill in the following fields in the pop-up window.
Screenshot: Routing Plans window
|Information Block||Fields Description|
|General routing plan information|
|Title of a routing plan|
|Define the reseller/owner of a current routing plan|
Additional Routing Plan
|Specify a DR plan, which will be additional for a current plan|
Select a Code Deck if you wish to have names of your code to be specified in the Code Name field
Define the company or companies, which will have access to this routing plan (also this restriction will be extended to their sub-companies).
If there is no specified company, the following routing plan is available for all companies.
|Select the company or companies, which will have a limit in termination for vendors who use it (sub-companies are not included)|
Rooting Loop Protection checkbox
Excludes originating client from the list of terminators. If it is unchecked, it will be possible to route calls between different accounts of the same client.
It is enabled by default.
|Options of rules processing|
Select a hunting mode (the way how rules will be executed). They are as follows:
By default, the longest only option is set.
Specify a method of routes sorting in a routing table. The options are:
By default, the by code/appeal option is set.
Define if the system should check whether Customers' increments proportionally overlap Vendors' increments:
|Define a Profit Margin value for a current rule here. It can be specified either as a percent value (e.g., 16%), or in a system currency (e.g., 5 for 5 USD).|
Determine the number of allowed routes for the same vendor to use (if a vendor has multiple accounts). You can set the limit only for accepted account routes, not including the accounts blocked by the term groups. If the field is left empty, the number is unlimited.
Once a routing plan has been created, routing rules are to be determined (see screenshot below). To do that, click on a routing plan's name and you will enter Routing Rules tab, then click the Add rule button and fill in the following fields:
Screenshot: Routing Rules tab
|Priority||Define a priority of rule execution if two or more rules have similar code or code name specified|
Enter a code, which will be used in a current routing rule, use * as a wildcard.
|Code Name||If you have a code deck assigned to this routing plan, a corresponding code name, specified in the Code field, will be displayed automatically. If no code deck is attached, the field will remain empty.|
Select a type of routing for a current rule:
|Terminator/Policy||If you selected static type, you may specify a termination client/account here; if you selected dynamic type, specify routing policy for the current rule|
Define a Profit Margin value for a current rule here.
A number of additional parameters available by clicking the icon (see screenshot below)
You can specify respective originator tags here. If nothing is specified, it works for all.
|Here you can add terminator tags that will be used for terminators. If nothing is indicated, it works only for terminators without tags. Please note, this parameter is available only for dynamic rules|
|Specify a time profile from the list|
Define the percentage or proportion amount of traffic, which will be sent to a respective vendor who participates in balancing
Among the rules of the same priority, balancing will not be performed if the value is 100 or more in the Balancing field.
|Set minimum and maximum length of destination number that will be matched by this routing rule|
|Specify minimum ASR value to reject the routes that don't correspond to it|
|Specify minimum ACD value to reject the routes that don't correspond to it|
|Capacity||Limit capacity for the current rule (leave blank for unlimited)|
|Stop Hunt |
If this field is checked, it means that rule search will be stopped when matched with the current one and all the consecutive rules will not be executed for a current call. The logic will be respected even if the rule marked with "Stop Hunt" will be rejected due to some reason during routing.
If Stop Hunt is enabled, but the rule was rejected due to "Orig Tags" mismatch or "Reseller Mismatch" reasons, the option will be ignored to continue looking for routes, which are filtered based on originator.
Screenshot: Routing rules settings
The Import/Export tab allows a user to either upload desired routing rules (choose a file on a computer through a form and click Process) or download current routing plan rules in a .csv file by clicking the Process button (see screenshot).
Screenshot: Import/Export tab
Please pay attention that the column order in importing file must correspond to the one presented in the screenshot below.
Screenshot: Importing file format
If you wish to change your routing plan settings, you can always do so by going to the Routing Plan tab. The list of fields in a tab is identical to that on a routing plan creation page (see screenshot below).
Screenshot: Routing Plan tab