Telecommunications & data centres

Wholesale Connectivity Settlement Management

Administers wholesale connectivity agreements, usage records and settlement conditions.

12 workspace menus · 5 role profiles · Connected records

Designed for service operations coordinators and the responsible business owners

Wholesale Connectivity Settlement Management workspace interface preview; illustrative records and figures.
Wholesale Connectivity Settlement Management — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Site / service groupPeriodAssigned teamReview state

Dashboard measures

  • Active reconciliation items
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Administers wholesale connectivity agreements, usage records and settlement conditions. Reconciles counterparty traffic, reviews charges and disputes, and records authorised adjustments or settlements, with supporting evidence and visibility of unresolved interconnect balances.

Operational visibility

  • Workload and progress by site / service group
  • Outstanding reviews and assigned actions
  • Evidence completeness and exception history
  • Accepted outcomes and follow-up obligations

Operations

Operational overview

Review the work position and priority actions.

Wholesale connectivity agreements

Coordinate wholesale connectivity agreements with assigned responsibilities, linked records and review history.

Usage records

Coordinate usage records with assigned responsibilities, linked records and review history.

Settlement conditions

Coordinate settlement conditions with assigned responsibilities, linked records and review history.

Counterparty traffic

Coordinate counterparty traffic with assigned responsibilities, linked records and review history.

Charges

Coordinate charges with assigned responsibilities, linked records and review history.

Disputes

Coordinate disputes with assigned responsibilities, linked records and review history.

Adjustments or settlements

Coordinate adjustments or settlements with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Collect source records

Establish the scope of wholesale connectivity agreements, capture the required records and assign the accountable team.

02

Reconcile the position

Coordinate usage records and settlement conditions with linked evidence and visible outstanding actions.

03

Authorise adjustments

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

04

Close outstanding items

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Governance and control

  • Role permissions reflect the agreed responsibilities and restricted record access.
  • Required information and evidence are checked before the relevant decision or handover.
  • Exceptions have a named owner, recorded reason and an authorised resolution.
  • Approved changes retain their previous values, accountable decisions and linked evidence.
  • Integration mappings, business rules and acceptance criteria are reviewed with the customer.

Accountable roles

Service operations coordinator
Technical engineer
Change reviewer
Service owner
Platform administrator

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Reconciliation itemWholesale connectivity agreementsUsage recordsSettlement conditionsCounterparty trafficChargesDecisionSupporting evidenceActivity history

Systems and interfaces

  • Service inventory and operational support records
  • Approved provisioning, billing or change interfaces
  • Identity and role-based access services
  • Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries for wholesale connectivity agreements, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review wholesale connectivity agreements, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

AI extensions

Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

Start with wholesale connectivity agreements and follow the record through the ‘Reconcile the position’ stage. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative reconciliation item, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.