GWB
Pricing & Billing
RM Portal
Dashboard
Pre-Deal Simulation
New simulationAll casesApprovalsDeals
Monitoring
Revenue trackingProfit per account
Pricing & Catalog
Pricing setupProduct catalogBundles1Bulk setup
Billing
Billing operations
NV
Nguyen Van A
Relationship Manager · RM001
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GWB Pricing & Billing Engine

Internal prototype — Pre-Deal Simulation and Revenue Tracking (Phase 1), Profit per Account and Bundles (Phase 2), Product Pricing Catalog (Phase 3).
Clients (mocked from CRM/CDP)
5
Products in catalogue
12
Simulation cases
0
Signed deals
2
Open revenue alerts
0
Open profit alerts
0

Pre-Deal Simulation

Simulation cases

Build priced scenarios for a client, see the Standard / Recommended / Floor / Final waterfall with a step-by-step breakdown, and issue a quotation.

Approvals (checker view)

Maker-checker queue. A scenario priced below floor cannot be approved by the RM who submitted it.

Deals

Signed deals with their negotiated price lines, commitments and phased milestones, plus full status history.

Monitoring

Revenue Tracking

Collect actual revenue strictly within a deal's product scope, compare it against the frozen forecast baseline, and raise variance alerts.

Profit per Account

Net profit after cost of funds, using the FTP rate in force at the time. Benchmarks each account against its segment and loops an under-performing one back into a fresh simulation.

Pricing & Catalog

Pricing setup

The base, floor and ceiling prices the engine resolves against, their volume bands, and the scope hierarchy deciding who gets which. Draft until activated — and, per the spec's own silence, activated by one person alone.

Product Pricing Catalog

Where each product is published, how it is taxed, what risk it carries and who it may not be sold to. Availability by entity decides what a client can be offered.

Product & Service Bundles

Cross-product packages with eligibility criteria and activation conditions that must hold before a package discount applies.

Billing

Billing operations

Charge Recalculation, Revenue Leakage and On-demand Invoicing. Real billed rows, invented rules — the whole group is undocumented.

What is real and what is mocked

Built against written specs

  • Pre-Deal Simulation, Revenue Tracking and Profit per Account (Function List v0.2 plus each module's ERD draft)
  • Pricing Setup & Hierarchy — PRICING_SCOPE / PRICING_CONFIG / PRICING_RULE from the Relationship-based Pricing & Pricing Setup spec
  • Rebates, Promotions and Deal-based Pricing Rules (HLR Part 4)
  • Product & Service Bundles (Product Module F-B-01 … F-B-11)

Stand-in services

  • Charge Calculation & Explainability (BC2-6) — no FBS or ERD exists in the handover pack, only references to it as an external interface
  • Approval Workflow & Delegation (BC3-3) — same: other specs only say they call it and store the returned approval reference
  • The Billing group — Charge Recalculation (BC3-7), Revenue Leakage and On-demand Invoicing (BC3-6). Same absence of any spec.
  • Operating cost and ECL inside Profit per Account — included at the business's request but flagged unconfirmed, because the spec's own FBS 2.3 leaves the allocation basis open