How not to promote open sharing of teaching materials at a university: UBC's Policy 81
1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang,...
Transcript of 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang,...
![Page 1: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/1.jpg)
1
CBM: UBC's "One Stop" Billing and Payment Web Service
Gordon Uyeda, Project Manager
Fred Wang, Systems Analyst
Nancy Low, Manager Registration & Systems Support
Copyright Gordon Uyeda, Fred Wang, Nancy Low (2004). This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the authors. To disseminate otherwise or to republish requires written permission from the authors.
![Page 2: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/2.jpg)
2
What is CBM?
• combined bill of partner merchant’s Charges
• multiple payment options
• Components1. CBM
2. CBM web service
3. EFT payment module
4. CBM administration module• CBM will not:
– assess Charges– determine Payment Due Dates– update Merchant’s records
![Page 3: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/3.jpg)
3
• CBM - invoice Nov 2002
• CBM - CC payment Dec
2002• CBM - EFT payment
Dec 2003
The University of British Columbia
Student Services
Report of the Customer Service
Business Process Reengineering Team
Student Information Management Plan
On the Edge of the Future
• SIMPL BPR Fall 2000
• Credit Card payment July
2000
History
![Page 4: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/4.jpg)
4
Customers• Types:
– prospects– applicants– students– alumni
• Origins– 145 countries
• Types of Study– Full and Part Time– Life Long Learning– Exchange programs
![Page 5: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/5.jpg)
5
Customers
• Convenience– “One-Stop” Bill payment– 24 x 7 access– remote access
• Flexibility– multiple payment options– multiple payment plans
• Peace of Mind– Transactions are secure– Data secure
![Page 6: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/6.jpg)
6
Merchants
• 12 Faculties
• 11 Schools
• 1 College
• >100 Academic departments/units• > 30 Administrative units
– Registrar’s Office– Housing– Food Services– Career Services– Student societies
![Page 7: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/7.jpg)
7
Merchants - Benefits
• flexibility – Merchant specified options– phased implementation
• cost savings– automatic generation of GL transactions– auto-reconciliation process and tools– “favorable” Credit Card rates
• Payment reports available• Refund process
![Page 8: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/8.jpg)
8
Partners
• TD Bank Financial Group
• First Data
• Canadian Payments Association
US references:• Electronic Funds Transfer Association (www.efta.org)
• Federal Reserve Board (www.federalreserve.gov)• Moneris-USA (www.monerisusa.com)• Vital (www.vitalps.com)
• Beanstream(www.beanststream.com)
![Page 9: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/9.jpg)
9
CBM Components
CBM
Web Service
Primary financial
Institution
Web PaymentService Provider
CBMAdmin
CBM
FinancialManagement
System Tuition
HousingParking
![Page 10: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/10.jpg)
10
Design Highlights
• Open system• Reliable messaging between CBM
and merchants• One reference number across
domain• Auto reconciliation between every
system
![Page 11: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/11.jpg)
11
Tools and Technologies used
• J2EE (JBoss/Tomcat/JMS)• Castor Java/XML Binding• Oracle• Ant/Perforce• JUnit/Webload
![Page 12: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/12.jpg)
12
CBM Credit Card Payment
AuthenticationWeb
Service
Student Service
Center
CBM
JVs
FinancialManagement
System
BankStatement
BankReconciliationfile
Merchant Web
Service
FinancialServices
Department
Primary Financial
Institution
Secondary Financial
Institution
Web PaymentService Provider
![Page 13: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/13.jpg)
13
CBM EFT Payment
AuthenticationWeb
Service
Student Service
Center
CBM
Merchant Web
Service
University’s Financial
Institution
Student’s Financial
Institution
Automated ClearingSettlement System
Web PaymentService Provider
JVFinancialServices
Department
![Page 14: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/14.jpg)
14
The Bill
![Page 15: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/15.jpg)
15
Credit Card Payment
![Page 16: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/16.jpg)
16
Payment Confirmation
![Page 17: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/17.jpg)
17
EFT Payment
![Page 18: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/18.jpg)
18
Housing10.26%
Tuition82.36%
Admissions2%
Transcripts0.26%
Workshops0.02%
Food Services5%
CBM Payments
![Page 19: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/19.jpg)
19
Paid in-person (through banks)
19.1%
Internet banking11.3%
Debit cards4.8%
Other3.5%
CBM Credit Card
37.7%
CBM EFT0.4% Paid from
Awards23.2%
Tuition Payments
![Page 20: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/20.jpg)
20
Lessons Learned
• First on the block
• enthusiastic, stable partners
• Costs vs Benefits
• be careful what you wish for
![Page 21: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/21.jpg)
21
CBM Tomorrow
• Pre-Authorized Debit agreements• direct deposit into Student’s Bank Accounts
• SFM redevelopment• Credit Card verification • integration with Student Card
• increase EFT promotion• expand participating Merchants
![Page 22: 1 CBM: UBC's "One Stop" Billing and Payment Web Service Gordon Uyeda, Project Manager Fred Wang, Systems Analyst Nancy Low, Manager Registration & Systems.](https://reader031.fdocuments.us/reader031/viewer/2022032722/56649cf05503460f949c0241/html5/thumbnails/22.jpg)
22
Questions?
Gord Uyeda [email protected]
Fred Wang [email protected]
Nancy Low [email protected]
UBC SIMPL BPR Projecthttp://students.UBC.ca/facultystaff/simpl.cfm
eStrategywww.e-strategy.UBC.ca