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Version: 3.26

Rates Generator

Section overview​

Rates Generator is a tool aimed at making rates management more flexible and versatile by allowing setting up specific rules that will be applied to codes and rate tables in general. Additionally, it allows both generating a new rate table for vendors and updating new ones. The section is presented in the form of a table with the following columns:

Rates Generator list

ColumnDescription
IDIdentification number of a rates generator
NameName of a rates generator
CompanyName of a reseller, whom a rates generator belongs to
DescriptionAdditional information about a rates generator

Functional buttons/icons, presented in the section, are as follows:

Button/IconDescription
add newAllows creating a new rates generator
deleteAllows deleting a rates generator from the system

Creating a New Rates Generator​

To create a new rates generator, you need to click the New Rates Generator button and a pop-up creation form will appear. It consists of general and additional settings. The list of general settings includes the following fields:

General settings

FieldDescription
NameSpecify the name of a new rates generator
ResellerSelect the reseller, to whom a newly created rates generator should belong
ServiceDetermine the Service of the Rate Tables that will be selected for rate generation. Applies only to Terminators and Terminator Tags sources in rules settings.
TagDetermine the Tag of the Rate Tables that will be selected for rate generation. Applies only to Terminators and Terminator Tags sources in rules settings.
Dst Code DeckSelect the code deck that will be used to name destination codes in a new price list if the Adjust Results option is enabled
CurrencySpecify the currency of rates in a new price list
DescriptionAdditional information about a current rates generator

To refine your results, you can use the following additional criteria:

Optimization​

Rates Generator form/Optimization checkbox

  • Simplify Mode – It allows applying the same price for all codes inside the same code name by using three options:

    • min: minimum available price.

    • max: maximum available price.

    • avg: average price of all available.

      Example

      For instance, if the USA code name consists of 3 codes with 1, 5, and 6 USD rates, respectively, depending on a chosen option, the results will be:

      CodeSource RateResult Rate for minResult Rate for maxResult Rate for avg
      12011»164
      12025»164
      12036»164
  • Codes Optimization checkbox – This option allows compressing an imported code range. For example, "4400-4409" will be shortened to "440". At the same time, "4400-4491" will be expanded to "440, ..., 448, 4490, 4491".

Adjust Results​

The Adjust Results section enables results adjusting by data from a currently selected Code Deck. It means that the number of codes in your source rate table (specified in rules after a new rates generator is created) must be equal to the number of codes in your Code Deck. If your Code Deck has only 5 codes, but a rate table has 10, those extra codes, that are not specified in a selected Code Deck, will be removed from a generated rate table. On the other hand, if your Code Deck has 15 codes, but a rate table has only 5, 10 extra codes will be added to a generated rate table with parameters, specified in this information block. A detailed example is provided below.

Adjust Results information block

FieldDescription
RateDefine a rate for codes, which are present in a code deck but missing in a rule's source rate table. For example, 7.5 USD
Setup FeeDefine a setup fee for a new rate(s). For example, 8 USD
Min VolumeIndicate minimum volume for a new rate(s). 6 sec, for instance
IntervalSpecify the interval for a new rate(s). For example, 2 sec
Grace VolumeDetermine grace volume for those rates. For example, 2 sec
Time ProfileDefine a time profile for a new rate(s). For instance, leave the default "all time" profile
Example

Let's say our DEFAULT code deck contains 5 codes: 1201, 1202, 1203, 1204, 1205. But our source rate table has 4: 1201, 1202, 1203, and 1205. If you enable Adjust Results and specify the above-mentioned fields with respective parameters, a new rate table, created by a rates generator, will consist of 5 codes: 1201,1202, 1203, 1205 with their original parameters and a new 1204 code with the following ones (see screenshot above):

FieldValue
Code1204
Code NameAccording to "DEFAULT" code deck
Rate7.5
Setup Fee8
Min Volume6
Interval2
Grace Volume2
Time Profile"all time"
Tag@
Policy"Regular"

If a source rate table misses more than 1 code from the selected code deck, all added codes will have identical parameters, specified in the respective fields above.

warning

Please note, if you enable the Adjust Results option but don't specify the Rate field, new rates for missing codes won't be added to a new rate table.

Advanced & Quality Options​

Advanced and Quality Options information block

The Advanced Options information block is designed to resolve cases when rates generator rules are created for different source rate tables that share certain identical codes. By specifying the following fields, you can configure what will the rate system use for these codes:

  • Detect Fake – Enable detection of fake rates if at least a specified number of rates is present in all source rate table, specified in generator rules.
  • Skip Distance – A percentage value of the difference between the average rate value and a particular rate from all rates, used for the Detect Fake operation.
  • Rate Position – Define what rate from a total amount of rates left after Detect Fake operation will be used for certain codes. Rates are ordered from the cheapest to the most expensive. Thus, if you specify 1, The system will use the cheapest rate, if 2 - the second cheapest, and so on.
Example

Let's say we have 4 rules in our rates generator, each with a different source rate table. Each rate table has a rate for the 1201 code, but with different prices in USD:

Rate Table NameRate
RT 10.98
RT 20.2
RT 31.1
RT 41.7

In Advanced Options of rates generator settings, we've specified values, seen in the screenshot above. It means that the system will pick all 4 rates for the 1201 code and execute the following actions:

  1. Count an average rate for all 4 rates that equals 0.99 USD.
  2. Count the interval of 15% for an average rate of 0.99 USD that is between 0.85 USD and 1.13 USD. Then, the system will compare all rates and skip 1.7 USD rate from RT 4 and 0.2. USD rate from RT 2.
  3. Since the Rate position field value is 2, the system will pick the second cheapest rate for this code that is 1.1 from RT 3 and apply it as a basic rate for 1201 code in a new rate table, created by a rates generator.

The Quality Options information block contains additional parameters for more precise rate generation, based on the Summary Report. The system will analyze the report taking into account a specified time interval, specified in a report, minimum event value for codes, specified in generator rules, as well replace rate values for unmatched codes, and will generate a new rate table or update an existing one including these parameters. The information block consists of the following fields:

FieldDescription
Analyze PeriodDefine a number of hours to analyze the Summary Report for. For example, "24 hours".
Code Min VolumeDefine a minimum event volume for certain code. For example, "60 min" for the "Calls" service.
Unmatched PriceDefine a price for all codes that do not satisfy quality parameters (Code Min Volume value). For example, "100 USD"
Example

For example, you created a new rates generator and set up 3 rules for the following codes: 1201, 1202, 1205 with 1.5, 2.5, and 5.5 USD rates, respectively. In the Quality options, the respective parameters are the same as indicated in an example (see screenshot above). If you click Create Rate Table or Update Rate Table buttons on May 16th, at, i.e., 3:25 PM, the rates generator will run a Summary Report with the following parameters:

FieldValue
PeriodMay 15, 15.25 PM - May 16, 3:25 PM
Code1201, 1202, 1205
Total Volume60

Subsequently, a report showed that the billed volume for 1201 code is 79 mins, 1202 - 49 mins, and 1205 - 61 mins. As a result, a newly generated rate table will contain the following data:

CodeOld RateNew Rate
12011.5»1.5
12022.5»100
12055.5»5.5
warning

If you want to use Quality Options for Rates Generator, you have to define a Terminator as a Source for a Rates Generator's rule.

Rules List Tab​

When your rates generator has been created, you need to specify its rules. The Rules List tab consists of all rules, created for a target rates generator and is presented in the form of a table with the following columns:

Rules List Tab

ColumnDescription
Rates FilterCode or Code Name, used in this rule
SourcesRate Tables or Terminators Names that serve as sources for this rule
MarginsAmount of margin that will be applied to a rate if specified margin parameters are met. Margins are calculated like this: (Gross Profit / Revenue) * 100
Force Rates SettingsAdditional information on a rate: Setup Fee, Grace Volume, etc.

List of functional buttons, presented in the tab, includes:

Button/IconDescription
add ruleAllows creating new generator rules
create RTAllows creating a new rate table with data from respective rules that will be added to the Rate Tables section
update RTAllows updating a target rate table(s) with data from respective rules

You can change an order of rules with the help of the double-sided arrow icon. Simply click on it and drag-and-drop it to the desired place.

Creating New Rules​

To create a new rule, you need to click the Add Rule button. In the opened creation form, specify the respective fields and click "OK". A new rule will be added at the top of the Rules List tab:

New rule creation form

Rates Filter​

Basic parameters of a new rule:

  • Code – Indicate a code for a current rule. Use the "*" (asterisk) symbol for all codes. If a code is specified, the Code Name field is inactive and vice versa
  • Code Name - Specify a respective Code Name for this rule
  • Time Profile - Select a time profile for codes that will be picked from sources

Quality Filter​

Set quality parameters of your rule here.

warning

Please be advised that these parameters work in combination with Quality Options in generator settings. It means that if ASR, % is set to "85-95" when a rates generator creates a Summary Report, it will analyze codes not only by their volumes, indicated in the Code Min Volume field, but also if their ASR complies with the value, indicated in the ASR, % field. The same behavior is expected for the specified ACD, min field.

  • ASR, % – Specify ASR ranges for target code that are checked in a Summary Report by the rates generator
  • ACD, min – Specify ACD ranges for target code that are checked in a Summary Report by the rates generator

Force Rates Settings​

Specify additional parameters that must be noted when picking destinations from sources:

  • Setup Fee
  • Min Volume
  • Interval
  • Grace Volume
  • Time Profile

Sources​

Select one or multiple sources for picking data for a new price list:

  • Rate Tables – Specify source rate tables
  • Terminators – Specify vendors (termination clients) for this rule (both client's and its accounts' Rate Tables will be checked)
  • Terminators Tags – Specify vendors' tags for this rule (both client's and its accounts' Tags will be checked)

Margins​

By clicking on the Plus icon, you can add a margin to a respective rate:

add margin

If the rate for an indicated code is within the range of rates, defined in the Rate > and Rate ≤ fields, a margin (specified in respective currency or %) will be applied to this rate. Add the "%" symbol to the Add Margin field value to indicate that a margin is in percent.

tip

Section rules abide by the following priority: the top placed rule is picked first, and if some of the lower priority rules are able to provide the same codes, those codes will be ignored.

warning

Rate generation does not work with rates with Src Codes indicated.

info
  • If the currency of a source Rate Table differs from Rate Generator currency, it will convert prices to correspond to its assigned currency.
  • If there are both blocked and non-blocked Rates in the Sources of a Rates Generator, only non-blocked will be taken into account while processing the destination;
  • If all of the Sources have blocked rates for the destination in question, the Rates Generator will create a blocked Rate for a customer's side Rate Table.