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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
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A respective hunting rule that has been applied to a routing plan
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Functional buttons/icons, presented in the section, are as follows:
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Advanced Search
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
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Reseller
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Select a routing plan that was assigned as an additional in the Additional Routing Plan field
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TERM Client
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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
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Name
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Reseller
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Additional Routing Plan
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Code Deck
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Select a Code Deck if you wish to have names of your code to be specified in the Code Name field
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Origination Limits
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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.
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Termination Limits
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Rooting Loop Protection checkbox
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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.
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Rules Hunting
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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.
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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
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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.
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| title | Sample Scenarios |
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PM
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Vendor Limit
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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.
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Please note that the Origination Limit and Termination Limit fields are visible only during:
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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
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Enter a code, which will be used in a current routing rule, use * as a wildcard.
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Select a type of routing for a current rule:
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Define a Profit Margin value for a current rule here.
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If the PM field has been specified both for the entire routing plan and for a certain rule, the latter has a higher priority. |
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A number of additional parameters available by clicking the icon (see screenshot below)
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- Originator Tags
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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.
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- Terminator Tags
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- Time Profile
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- Balancing
Define the percentage or proportion amount of traffic, which will be sent to a respective vendor who participates in balancing
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Please note that after changing balancing value, you will need to restart the Traffic Rules manager or wait till its next run. |
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| Among the rules of the same priority, balancing will not be performed if the value is 100 or more in the Balancing field. |
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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:
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- Number Length
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- Min ASR
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- Min ACD
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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
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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
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