Call and CDR Configuration
This page is a reference for the configuration behind call rating, classification and CDR processing. See Call Management for how calls themselves work, and Supply Files (CDRs) for uploading call data.
Call Classification
Section titled “Call Classification”Call Types
Section titled “Call Types”A call type is a category of call, such as local, national, mobile, international or premium rate. Each type sets which pricing group it belongs to, how it appears on invoices, and where it is summarised. Call types organise charges and make bills easier to read.
Call Type Name
Section titled “Call Type Name”Basic identification and naming information for the call type, including the main name, tariff band, description, and inbound call configuration.
| Field | Description |
|---|---|
| Call Type | Name of the call type as it appears in the system |
| Tariff Band | Tariff band identifier |
| Description | Detailed description of the call type and its purpose |
| Inbound For Number Type | Number type this call type applies to for inbound calls |
| Inbound For Call Leg | Call leg direction this call type applies to for inbound calls |
Fallback Rate
Section titled “Fallback Rate”Configuration for fallback pricing when the rate is not explicitly set. This allows calls to be rated using an alternative call type's pricing structure.
| Field | Description |
|---|---|
| Fallback Rate As | Alternative call type to use for pricing when rate is not set |
Call Type
Section titled “Call Type”Core classification settings that determine how this call type is categorised, displayed, and processed within the system.
| Field | Description |
|---|---|
| Tariff Class | Classification that determines which tariff will containt rates for call type (Inbound, Mobile etc.) |
| Display Group | Grouping for display and organisation purposes |
| Hidden | Whether this call type is hidden from normal displays |
| Headline | Whether this call type appears as a headline item |
| Generic Type | Whether this is a generic call type, always available for call allocation |
| Template | Whether this call type is a template for bulk call type creation (class/groups/itemisation are copied). |
| Discount Plan Weight | Weighting percentage applied when this call type is used in discount plan calculations |
Call Type Groups
Section titled “Call Type Groups”Assignment of this call type to various groupings for reporting, tariff application, and system organisation purposes.
| Field | Description |
|---|---|
| Standard Call Type Groups | Standard system groups this call type belongs to |
| Custom Call Type Groups | Custom groups this call type belongs to |
Call Type Output
Section titled “Call Type Output”Configuration for how calls of this type appear on invoices, CDRs, and other output formats, including itemisation and display options.
| Field | Description |
|---|---|
| Itemisation Type | How calls of this type are itemised on invoices |
| Itemise as Location | Whether to show location information, rather than call type, in call itemisation |
| Call Type (Itemisation) | Alternative name to use when itemising calls of this type on invoices |
| Call Group (Invoice) | Grouping name to use on invoices for calls of this type |
| Call Type (CDR) | Alternative name to use in CDR (Call Detail Record) exports |
| Suppress Network Number on Invoice | Whether to hide the network number on invoices for calls of this type |
| Suppress Termination Number on Invoice | Whether to hide the termination number on invoices for calls of this type |
System Information
Section titled “System Information”| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this call type |
| Created | Timestamp when this call type was created |
Call Type Alternative Names
Section titled “Call Type Alternative Names”A call type alternative name maps a carrier’s destination naming onto the platform’s call types when importing ratesheets, so “UK Mobile” and “United Kingdom - Mobile” both match the right type automatically.
Call Type Also Known As
Section titled “Call Type Also Known As”This section allows you to create alternative names (aliases) for call types that carriers may use in their CDRs. When a carrier provides a call type name that doesn't match your standard call types, these AKAs help automatically map them to the correct call type for billing purposes.
| Field | Description |
|---|---|
| Carrier | The specific carrier that uses this alternative name, or leave blank if this AKA applies to all carriers |
| Call Type | The standard call type that this alternative name should be mapped to |
| Also Known As | The alternative name for the call type as it appears in carrier CDRs or other external systems |
Call Type Custom Groups
Section titled “Call Type Custom Groups”A custom group bundles call types to suit your business, such as “EU Countries”, “Zone 1 International” or a holiday-destination offer. Groups make it easier to apply consistent pricing, discounts or reporting across related call types.
Custom Group Name
Section titled “Custom Group Name”This section defines a custom grouping of call types for organizational, discounting and display purposes. Custom groups allow you to categorize call types in ways that are meaningful for your business, beyond the standard system groupings.
| Field | Description |
|---|---|
| Group Name | The name of this custom group as it will appear in selection lists and reports |
| Group Display Class | CSS class name used for styling this group when displayed in the interface |
| Group Display Position | Numeric position for ordering this group in selection lists (lower numbers appear first) |
Call Type Overrides
Section titled “Call Type Overrides”A call type override changes how specific calls are classified, for example charging calls to a particular number as local instead of national, without changing the main call type rules.
Call Details
Section titled “Call Details”This section defines the matching criteria for when this call type override should be applied. Specify the remote number, termination number, and call leg settings.
| Field | Description |
|---|---|
| Description | Brief description of what this call type override does |
| Remote Number | Remote or external number that this override should match |
| Termination Number | Termination number for inbound calls that this override should match |
| B Leg | Whether this override applies to B-leg calls (true) or A-leg calls (false) |
Override To
Section titled “Override To”These settings define what the call type should be changed to when the above criteria match. Set the location, call types, and leg designation that should be applied.
| Field | Description |
|---|---|
| Location | Override the location for matching calls |
| Call Type | Override the call type for matching calls |
| Call Type (Carrier) | Override the carrier-specific call type for matching calls |
| Make Leg | Change the call leg designation to A-leg or B-leg |
Chargeband Discrepancies
Section titled “Chargeband Discrepancies”A chargeband discrepancy rule resolves cases where the platform’s call type doesn’t match the carrier’s call type for a call, by choosing which type to use or overriding the destination.
Call Types
Section titled “Call Types”Define the call type combination that triggers this chargeband discrepancy rule.
| Field | Description |
|---|---|
| Carrier | The carrier this discrepancy rule applies to (leave blank for all carriers) |
| Call Type | The standard call type involved in this discrepancy |
| Carrier Call Type | The carrier-specific call type that conflicts with the standard call type |
Override Action
Section titled “Override Action”Specify what action to take when this chargeband discrepancy is detected.
| Field | Description |
|---|---|
| Description | Brief description of this chargeband discrepancy rule |
| Override Call Type (to Carrier Call Type) | Whether to override the call type with the carrier call type when this discrepancy is detected |
| Override Location | Override the location when this discrepancy is detected |
| Override Full Location | Override the full location details when this discrepancy is detected |
Billing Destination and Traffic Rules
Section titled “Billing Destination and Traffic Rules”Call Plan Overrides
Section titled “Call Plan Overrides”A call plan override decides which number gets billed for a call, for example billing the main account number instead of an extension, or redirecting charges from one number to another. It controls where charges appear, not the pricing.
Call Plan Override Details
Section titled “Call Plan Override Details”This section contains the basic description and identification details for this call plan override rule.
| Field | Description |
|---|---|
| Description | Brief description of what this override does or when it applies |
Number Details
Section titled “Number Details”These fields define the number matching criteria for when this override should be applied. You can specify exact numbers, patterns, extensions, remote numbers, termination numbers, and charge bands to control when the override takes effect.
| Field | Description |
|---|---|
| CDR Number | Exact number to match in CDR records |
| CDR Number (Advanced Match) | Advanced pattern matching for CDR numbers using regular expressions |
| Extension | Extension number to match for this override |
| Remote Number | Remote or external number that this override should match |
| Termination Number | Termination number for inbound calls that this override should match |
| Charge Band | Charge band designation that this override should match |
Date Details
Section titled “Date Details”Optional date range settings to limit when this override is active. Leave blank for the override to be active indefinitely.
| Field | Description |
|---|---|
| Start Date | Date from when this override applies |
| End Date | Date to when this override applies |
Call Leg Details
Section titled “Call Leg Details”Settings that control which call leg direction this override applies to (incoming, outgoing, or both).
| Field | Description |
|---|---|
| Call Leg | Which call leg direction this override applies to (A-leg, B-leg, or both) |
Carrier Details
Section titled “Carrier Details”Optional carrier restriction to limit this override to calls from a specific carrier.
| Field | Description |
|---|---|
| Carrier | Specific carrier this override applies to (leave blank for all carriers) |
Call Flag Overrides
Section titled “Call Flag Overrides”Advanced settings that override call type and origination type flags for matching calls.
| Field | Description |
|---|---|
| Call Origination Type | Override the call origination type flag for matching calls |
Ignore Traffic Numbers
Section titled “Ignore Traffic Numbers”An ignore traffic number is a rule that keeps known unbillable calls, such as your own numbers, ported or recycled numbers, and test calls, out of billing error reports, so you can focus on real problems.
Call Plan Override Details
Section titled “Call Plan Override Details”Basic configuration for this ignore traffic number rule including description and the type of rule to apply.
| Field | Description |
|---|---|
| Description | A descriptive name for this ignore traffic number rule |
| Ignore Traffic Number Type | The type of ignore traffic rule to apply |
Number Details
Section titled “Number Details”Number matching criteria including specific numbers, pattern matching, extensions, remote numbers, and termination numbers that this rule will apply to.
| Field | Description |
|---|---|
| CDR Number | Specific number to ignore in CDR processing |
| CDR Number (Advanced Match) | Regular expression pattern for advanced number matching |
| Extension | Extension number to match for ignore traffic rules |
| Remote Number | Remote or external number to match |
| Termination Number | Termination number to match for ignore traffic rules |
Date Details
Section titled “Date Details”Date range when this ignore traffic rule is active. Rules can be set to expire automatically or remain active indefinitely.
| Field | Description |
|---|---|
| Start Date | Date when this ignore traffic rule becomes active |
| End Date | Date when this ignore traffic rule expires |
Call Leg Details
Section titled “Call Leg Details”Specify which call legs (inbound, outbound, etc.) this ignore traffic rule applies to.
No fields defined for this section.
Carrier Details
Section titled “Carrier Details”Restrict this ignore traffic rule to specific carriers if needed.
| Field | Description |
|---|---|
| Carrier | Specific carrier this ignore traffic rule applies to |
System Information
Section titled “System Information”System-maintained information including creation and modification timestamps for audit purposes.
| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this ignore traffic number |
| Created | Timestamp when this ignore traffic number was created |
Ignore Traffic Number Types
Section titled “Ignore Traffic Number Types”An ignore traffic number type categorises unbillable traffic, such as “Internal Numbers”, “Porting Numbers” or “Recycled Numbers”, so the platform can recognise why calls can’t be billed.
Ignore Traffic Number Type Name
Section titled “Ignore Traffic Number Type Name”Basic naming and display configuration for the ignore traffic number type, including the type name, display class, and positioning information used in the user interface.
| Field | Description |
|---|---|
| Ignore Traffic Number Type | Name of the ignore traffic number type |
| Ignore Traffic Number Type Display Class | CSS class name used for displaying this ignore traffic number type in the interface |
| Ignore Traffic Number Type Display Position | Position order for displaying this ignore traffic number type in lists |
Call Filtering Criteria
Section titled “Call Filtering Criteria”Configuration settings that define which calls should be ignored based on call direction, duration limits, and cost thresholds.
| Field | Description |
|---|---|
| Call Legs | Call leg directions to which this ignore traffic number type applies |
| Maximum Duration (Seconds) | Maximum call duration in seconds for calls to be ignored by this rule |
| Maximum Cost (Pence) | Maximum call cost in pence for calls to be ignored by this rule |
Validity and Retention
Section titled “Validity and Retention”Time-based settings that control how long the ignore rule remains valid and how long matching records are retained before deletion.
| Field | Description |
|---|---|
| Valid For (Days) | Number of days for which this ignore traffic number type rule remains valid once added |
| Retain For (Days) | Number of days to retain records that match this ignore traffic number type before deletion |
System Information
Section titled “System Information”| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this ignore traffic number type |
| Created | Timestamp when this ignore traffic number type was created |
Call Itemisation
Section titled “Call Itemisation”Locations
Section titled “Locations”A location adds a place name to itemised calls on invoices, such as “Paris, France”, so customers can read their international calling at a glance without recognising dialling codes.
Location Name
Section titled “Location Name”Basic location information including name and number suppression settings.
| Field | Description |
|---|---|
| Location | Name or description of the location |
| Suppress Number | Whether to suppress number display for this location |
System Information
Section titled “System Information”| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this location |
| Created | Timestamp when this location was created |
CDR Files
Section titled “CDR Files”A CDR file holds the raw call data from a carrier, processed to extract individual calls. Files can be flagged as billable or statistics-only. They are also available through the CDR Files API.
Identification
Section titled “Identification”Basic identification information for this CDR file.
No fields defined for this section.
CDR File Details
Section titled “CDR File Details”File upload and metadata configuration for CDR files including file source, processing status, and billing configuration.
| Field | Description |
|---|---|
| Filename | The name of the uploaded CDR file |
| Stored File | Stored file reference for this CDR file |
| Date Uploaded | The date when this CDR file was uploaded |
| File Source | The source method used to receive this CDR file (Upload, Email, FTP) |
| Carrier | The carrier that provided this CDR file |
| File Type | The type of CDR file, which determins the processing rules used |
| Billing | Whether this CDR file contains billable call records |
| Frequency | Whether this is a daily or monthly CDR file |
| Wholesale Billing Period | The billing run this CDR file is associated with |
| Notes | Additional notes about this CDR file |
Email Details
Section titled “Email Details”Email-specific details for CDR files received via email, including message identifiers and sender information.
| Field | Description |
|---|---|
| Message ID | Email message identifier for CDR files received via email |
| From Address | Email sender address for CDR files received via email |
| To Address | Email recipient address for CDR files received via email |
| Subject | Email subject line for CDR files received via email |
Processing Information
Section titled “Processing Information”File processing status, statistics, and logging information for CDR file processing workflows.
| Field | Description |
|---|---|
| Status | Current processing status of this CDR file |
| File Path | Internal file system path where the CDR file is stored |
| Original Hash | SHA1 hash of the original uploaded file for duplicate detection |
| File Size | Size of the uploaded CDR file in bytes |
| Lines | Number of lines processed in the CDR file |
| Processed Timestamp | Timestamp when this CDR file was processed |
| Processing Log | Detailed log of the CDR file processing including any errors or warnings |
System Information
Section titled “System Information”System-generated information including activity tracking and modification timestamps.
| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this CDR file |
| Created | Timestamp when this CDR file was created |
Call Insights Report Templates
Section titled “Call Insights Report Templates”A call insights report template stores a saved Call Insights report configuration, kept per owner with optional shared visibility, so common analyses can be re-run quickly.
Template Details
Section titled “Template Details”| Field | Description |
|---|---|
| Owner | |
| Scope Customer | |
| Template Name | |
| Description | |
| Default | |
| Shared | |
| Order |
Report Configuration
Section titled “Report Configuration”| Field | Description |
|---|---|
| Report Type | |
| Configuration |
System Information
Section titled “System Information”| Field | Description |
|---|---|
| Created | |
| Modified | |
| Locked By |
Related
Section titled “Related”- Call Management: how call records work day to day.
- Carriers: the providers whose CDRs and call types feed rating.
- Call Tariffs: how call types are priced.
Want call data that classifies, routes and itemises itself correctly every time? see how SAFE Billing Platform processes call data