Balance
The Balance functionality in the OCS.io allows service providers to manage and track the available free units for a specific type of usage, such as calls to off-net destinations. This Balance represents the allocated amount of usage a customer can utilize without incurring additional charges, and it is applied in real-time.
Key features of the Balance functionality include:
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Validity Period Configuration: Service providers can set the validity period for the Balance, determining how long the free units remain available. For example, free units for calls to off-net destinations can be valid for a specific time frame, such as 30 days from the activation or renewal date.
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Threshold-Based Notifications: The system supports up to three independent notifications based on predefined threshold levels. Notifications can be triggered when the Balance reaches 0%, 80%, and 100% utilization. These notifications can be delivered via various channels, such as SMS or email, ensuring customers are aware of their remaining free units and can manage their usage accordingly.
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Exhaustion Handling: Service providers can configure whether the usage of a certain type will be rejected if the Balance is exhausted. If the customer has used up all their allocated free units for calls to off-net destinations, any further attempts to make such calls will be rejected until the Balance is renewed or topped up.
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Real-Time Monitoring: The system provides real-time monitoring of the Balance, ensuring that any usage is immediately reflected in the Balance. This allows for accurate and up-to-date tracking of the available free units.
Configuration in the GUI
This section describes the configuration of the Balance service in the GUI.

Item | Description | ||
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UOM |
Select kind of units which will be granted. Pre-defined values are:
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Granted Balance |
Enter Balance which will be granted. |
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Reject when 100% Threshold reached |
If checked, charging of event will be rejected when 100% threshold is reached.
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First Usage |
If checked, the First usage Notification will be triggered. |
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Threshold #1 (%) |
If a value is provided, the Threshold #1 Notification will be triggered when the defined threshold is reached. |
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Threshold #2 (%) |
If a value is provided, the Threshold #2 Notification will be triggered when the defined threshold is reached. |
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Threshold #3 (%) |
If a value is provided, the Threshold #3 Notification will be triggered when the defined threshold is reached. |
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Validity |
If you would like to limit validity of the Offer to some period, enter the length of the period. |
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Time Unit |
Choose Time Unit for the Validity period. Pre-defined values are:
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Include sub-classes |
If checked, subordinate Charging Classes will be included in the evaluation of Balance application. |
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List of Charging Classes |
Check all Charging Classes for which Balance will be applied. |