Read Open Balance
The CRM / Ordering system reads Account’s Open Balance from the OCS.io via the RESTful API. The request body contains the Account identification.
The OCS.io calculates the Open Balance and return it as a payload of the response.
Basic Flow
| Step | Actor | Action | Description |
|---|---|---|---|
1. |
CSR / FIN User |
Search Account |
Customer Sales Representative or Finance Department User via CRM / Finance GUI searches for an Account for which Open Balance will be displayed. |
2. |
CRM / Finance |
Display Search Account |
CRM / Finance System displays result of Search Account to the User. |
3. |
CSR / FIN User |
Request for Read Open Balance for Account |
Customer Sales Representative or Finance Department User via CRM / Finance GUI requests for 'Read Open Balance for Account'. |
4. |
CRM / Finance |
Call readOpenBalance API |
CRM / Finance System calls Read Open Balance API exposed by OCS.io. |
5. |
OCS.io |
Request Validations |
OCS.io validates Request whether all mandatory attributes are populated, all data types are valid, ENUMs match with definition, etc. Additionally, OCS.io validates Request against Business Logic. This typically includes, that referenced entity exists in the system, entity has proper state, etc. |
6. |
OCS.io |
Perform Business Logic |
OCS.io performs Business Logic implemented for the Use-Case. |
7. |
OCS.io |
Return readOpenBalance Response |
OCS.io returns Response to the CRM / Finance System. |
8. |
CRM / Finance |
Result of Read Open Balance for Account |
CRM / Finance system displays result of 'Read Open Balance for Account' to the User. |
Request Validations
The following validations are performed when reading an open balance:
-
Account must be provided in the request, it must be already created in the system and must not be in Deactivated State.
-
Payer must be already created in the system.