Routing Plans

In this article

Section overview

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, also assign separate rules to each destination. Here you can find a list of created routing plans.

Screenshot: Routing Plans section

Column	Description
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
Rules Hunting	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:

Button/Icon	Description
	Allows to create a new routing plan
	Allows to copy an existing routing plan to the section
	Allows deleting a routing planfrom the system

Advanced Search

In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:

Screenshot: Advanced Search drop-down menu

Field			Description
Reseller			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
TERM Client			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.

Adding a New Routing Plan

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
Information

General routing plan information

Name

Title of a routing plan

Reseller

Define the reseller/owner of a current routing plan

Additional Routing Plan

Specify a DR plan, which will be additional for a current plan

Code Deck

Select a Code Deck if you wish to have names of your code to be specified in the Code Name field

Origination Limits

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.

Termination Limits

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.

Rules
Processing

Options of rules processing

Rules Hunting

Select a hunting mode (the way how rules will be executed). They are as follows:

longest only – routing will find only the longest matching code
all matching – all possible matches will be found, including even the shortest codes

By default, the longest only option is set.

DR Order

Specify a method of routes sorting in a routing table. The options are:

by appeal/code – routes will be sorted according to their resulting appeal value and then grouped by codes
by code/appeal – routes will be grouped by codes and then sorted by appeal value

By default, the by code/appeal option is set.

Match Increments

Define if the system should check whether Customers' increments proportionally overlap Vendors' increments:

disabled - selected by default
dynamic only - will exclude vendors with increments that do not match customers' rates from the routing list for dynamic rules.
dynamic and static - will exclude vendors with increments that do not match customers' rates from the routing list for dynamic and static rules.

Sample Scenarios

Customer Rate		Vendor Rate		Result	Notes
Min Time	Pay Internal	Min Time	Pay Interval	Result	Notes
60	60	60	60	OK	Exact match
30	6	30	1	OK	Full overlap
30	6	6	6	OK	Full overlap
1	1	30	6	FAIL	Vendor Increments are higher
7	7	6	6	FAIL	Even though Customers increments are higher, with call duration of 7 seconds this case will lead to 7 seconds billed on customer and 12 seconds billed on vendor

PM

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).

Vendor Limit

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.

Attention

Please note that the Origination Limit and Termination Limit fields are visible only during:

new routing plan creation;
editing of already created routing plan if a specified Reseller of this routing plan has at least one sub-reseller or manager.

Routing Rules tab

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

Field	Description
Priority	Define a priority of rule execution if two or more rules have similar code or code name specified
Code	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.
Type	Select a type of routing for a current rule: *Static Client* - if selected, in the *Terminator/Policy* field you can specify a certain termination client *Static Account* - if selected, in the *Terminator/Policy* field you can specify a certain termination account of a client Dynamic - if selected, in the *Terminator/Policy* field you can specify a certain dynamic policy for the rule DID - if selected, the *Terminator/Policy* and Code fields become inactive
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
PM	Define a Profit Margin value for a current rule here. Attention If the PM field has been specified both for the entire routing plan and for a certain rule, the latter has a higher priority.
Params	A number of additional parameters available by clicking the icon (see screenshot below)
	Originator Tags	You can specify respective originator tags here. If nothing is specified, it works for all. *all* - applies for originators if all specified tags are present. *any* - applies for originators if at least one of the specified tags is presented.
	*Terminator Tags*	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
	Time Profile	Specify a time profile from the list
	Expiration Date	Here you can determine if a Rule will expire or not. If a date/time is specified here, the respective Rule will stop working after said timestamp. It will be removed from the Routing Plan completely after the next run of Dynamic Routing Manager. If empty, the said Rule will work indefinitely. If the Expiration Date will be set for the past, it will be highlighted in red to draw attention that it's not in use. With the next run of Dynamic Routing Manager, the said Rule will be removed.
	*Balancing*	Define the percentage or proportion amount of traffic, which will be sent to a respective vendor who participates in balancing Attention Please note that after changing balancing value, you will need to restart the Traffic Rules manager or wait till its next run. Among the rules of the same priority, balancing will not be performed if the value is 100 or more in the Balancing field. Useful tip To balance routes equally among, say, three vendors, you can set Balancing to 33/33/33 for them OR 1/1/1 OR 99/99/99, etc.. As long as the values are equal and strictly less than a 100, the system will balance traffic between them accordingly:
	Number Length	Set minimum and maximum length of destination number that will be matched by this routing rule
	Min ASR	Specify minimum ASR (successful records percentage) value to reject the routes that don't correspond to it
	Min ACD	Specify minimum ACD (in Service units) value to reject the routes that don't correspond to it
Capacity	Limit capacity for the current rule (leave blank for unlimited)
Stop Hunt checkbox	If this field is checked, this 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.

Screenshot: Routing rules settings

Import/Export tab

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

Attention

After all information has been entered and rules created, you need to go to Management > Clients/Accounts sections and assign this routing plan to one or more of your origination clients or client's accounts.

Routing Plan

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

Knowledge Base Articles

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