Calling card scenario checklist

Use this list when you launch a calling card product and already know the panel. The details are in Set up a calling card product.

Vendor side

#	Screen	Do	Fields to specify
1	Vendors → Vendors	Click Add Vendor	Vendor Name, Base Currency, Balance
2	Vendors list	Click Connections, then Add Connection	Connection Name, Destination, Username / Password
3	Vendors → Termination Routes	Click Add, then Routes → Upload or Add Route	Name, Currency; prefixes with intervals and prices
4	Vendors → Routing Groups	Click Add	Group Name, routing entries, Routing Policy

Product side

#	Screen	Do	Fields to specify
5	Tariffs & Currencies → Tariff Plans	Click Add, then Rates	Name, Currency, Billing Type Pre-Paid, Connect Fee, Grace Period; the rates
6	My Customers → Accounts	Click Upload… with the card file	Account Name = card number, VoIP Login, VoIP Password = PIN, Service Plan, Routing Group, Balance, Credit Limit 0, Batch Tag
7	DIDs & IVR Apps → IVR Applications	Click Add New	Name, Type Calling Card, the languages in order
8	IVR Applications list	Open the application, Advanced Parameters	Card Number Length, Use Word PIN False, Allow Empty PIN, Announce Balance, Announce Duration, Trusted CLI Authentication, Enable Black List and the other options your product needs
9	DIDs & IVR Apps → DID Pool	Click Add, or Upload for many numbers	DID, Incoming DID/CLD, provider’s Vendor and Connection, Assigned to IVR

Test

#	Screen	Do	Check
10	Tools & Debugs → Test Dialplan	Authenticated Call as one card, a CLD the card sells	Plan, routing group and price in Result
11	Any phone	Call the access number, enter card and PIN, dial a destination	Balance announced; call connects; CDR under the card in Call Records (CDRs); incoming leg in DIDs Call Records

Note

Steps 1 to 4 are shared with every other product on the switch. A second card product on the same routes needs steps 5 to 11 only, with its own tariff plan, batch tag and IVR application.