BRIM. Curriculum Design - SAP BRIM (FI-CA & Convergent Mediation/Charging)

🧭 Applied SAP BRIM – FI-CA & Convergent Mediation/Charging

Goal: Master end-to-end Billing and Revenue Innovation Management (BRIM) — from subscription order capture through charging, invoicing, contract accounting, and collections — via practical, industry-based use cases.
Duration: 84 Hours (42 sessions × 2 hrs/day)
Structure: Kanban – Planned → In Progress → Completed
Delivery Style: 60% Hands-on Labs, 30% Application Projects, 10% Concept Reviews

🗂️ Mentoring/Coaching Schema

Status	Session	Focus Area	Objective	Deliverable / Output	Tags
🔵 Planned	1. Orientation: The BRIM Landscape	Foundations	Understand BRIM architecture, components (SOM, CC, CI, FI-CA) and deployment options	Annotated BRIM architecture diagram; explore system landscape	#foundation #orientation
🔵	2. Business Scenarios & Quote-to-Cash Flow	Foundations	Trace subscription, usage and one-time charge scenarios across the BRIM stack	Quote-to-cash process map for a telecom operator	#foundation #process
🔵	3. SOM Overview & Data Model	Subscription Order Management	Understand SOM objects: products, subscription orders, contracts	Entity map of SOM master data & documents	#som #data-structure
🔵	4. Order Capture & Product Modelling	Subscription Order Management	Capture subscription orders; model rate plans and product bundles	Create a subscription product & capture a sample order	#som #hands-on
🔵	5. Fulfillment Integration & Order Distribution	Subscription Order Management	Distribute orders to CC/CI/FI-CA; monitor fulfillment status	End-to-end order distribution trace document	#som #integration
🔵	6. Convergent Charging Architecture	Convergent Charging	Understand CC core objects: charge plans, charges, price plans, accounts	CC object model walkthrough & tenant exploration	#cc #foundation
🔵	7. Building Charge Plans	Convergent Charging	Design charge plans with recurring, one-time and usage charges	Create a 3-tier mobile plan (base fee + data usage)	#cc #hands-on
🟡 In Progress	8. Rating Fundamentals	Convergent Charging	Configure rating logic, decision tables and rate tiers	Rate a batch of usage events against tiered pricing	#cc #rating
🔵	9. Pricing Models & Price Tables	Convergent Charging	Implement volume discounts, allowances, counters and sharing logic	Build a family data-share pricing model	#cc #pricing
🔵	10. Convergent Mediation & Mini-Project 1	Convergent Mediation	Understand CDR collection, validation, enrichment & consumption items	Mediation flow design + rated consumption item load	#mediation #project
🔵	11. CI Overview & Billable Items	Convergent Invoicing	Understand billable item classes, lifecycle and transfer	Create & upload billable items into CI	#ci #foundation
🔵	12. Billing Processes	Convergent Invoicing	Execute billing runs; group billable items into billing documents	Billing run with selection variants & grouping rules	#ci #billing
🔵	13. Invoicing & Invoice Creation	Convergent Invoicing	Run invoicing; post invoicing documents to FI-CA; print/output invoices	Consolidated invoice combining usage + recurring charges	#ci #invoicing
🔵	14. CI Advanced: Discounts & Rating Groups	Convergent Invoicing	Apply discounts/charges, rating groups & billing cycles	Loyalty discount scenario on consolidated invoice	#ci #advanced
🔵	15. FI-CA Positioning & Data Model	FI-CA Fundamentals	Understand subledger concept, FI-CA vs FI-AR, core tables & documents	FI-CA data model diagram with document flow	#fica #foundation
🔵	16. Business Partners	FI-CA Fundamentals	Create/maintain business partners, roles and relationships	BP master data set for a telecom customer base	#fica #master-data
🔵	17. Contract Accounts	FI-CA Fundamentals	Configure contract account categories, payment/dunning control data	Contract accounts with distinct payment terms & methods	#fica #master-data
🔵	18. Documents & Account Balance Display	FI-CA Fundamentals	Navigate FI-CA documents, line items & account balance views	Account balance analysis workbook for sample customers	#fica #hands-on
🔵	19. Master Data Lab & Mini-Project 2	FI-CA Fundamentals	Consolidate BP + contract account + contract object setup end-to-end	Complete master data package for a subscription customer	#fica #project
🔵	20. Postings & Document Entry	FI-CA Transactions	Post documents manually & in mass; understand main/sub-transactions	Posted receivables batch with transaction analysis	#fica #posting
🔵	21. Payments & Clearing Concepts	FI-CA Transactions	Master clearing rules, clearing variants & open item management	Configure a clearing variant & simulate clearing runs	#fica #clearing
🔵	22. Payment Runs & Payment Lots	FI-CA Transactions	Execute payment runs, process incoming payment lots & returns lots	Payment lot processing with exception handling	#fica #payments
🟡	23. Dunning	FI-CA Transactions	Configure dunning procedures, levels, charges & dunning runs	3-level dunning procedure with simulated dunning run	#fica #dunning
🔵	24. Returns Processing	FI-CA Transactions	Process returns, returns reasons, charges & creditworthiness impact	Returns lot scenario with bank chargeback handling	#fica #returns
🔵	25. Collections Strategy & Work Items	Collections & Disputes	Design collection strategies, champion/challenger, work lists	Collections strategy for high-risk customer segment	#collections #strategy
🔵	26. Write-Offs & Doubtful Entries	Collections & Disputes	Configure write-off rules, mass write-offs & value adjustments	Automated write-off run with GL impact review	#collections #write-off
🔵	27. Dispute Management	Collections & Disputes	Create & resolve dispute cases; integrate with invoicing corrections	Dispute case lifecycle demo with credit memo resolution	#disputes #process
🔵	28. FI/GL Integration & Reconciliation Keys	S/4HANA Integration	Transfer FI-CA totals to GL; reconciliation key handling & closing	GL transfer run with reconciliation report	#integration #fi
🔵	29. SD Integration	S/4HANA Integration	Integrate SD billing documents with FI-CA postings	SD invoice posted into FI-CA with document trace	#integration #sd
🔵	30. CRM / Subscription Billing Integration	S/4HANA Integration	Understand provider contract replication & front-office integration	Provider contract replication flow diagram & validation	#integration #crm
🔵	31. Master Data Configuration	BRIM Configuration	Configure BP groupings, contract account categories, number ranges	Master data configuration workbook (IMG paths)	#config #master-data
🔵	32. Billing & Invoicing Configuration	BRIM Configuration	Configure billable item classes, billing processes, invoicing functions	CI configuration set generated & activated	#config #ci
🔵	33. FI-CA Configuration	BRIM Configuration	Configure posting areas, main/sub-transactions, account determination	Account determination matrix with test postings	#config #fica
🔵	34. End-to-End Configuration Lab	BRIM Configuration	Assemble a working configuration slice across SOM→CC→CI→FI-CA	Configured demo scenario processing one full cycle	#config #hands-on
🔵	35. BRIM Analytics & Reporting	Reporting & Monitoring	Build revenue, billing & receivables reports; SAC/embedded analytics	Billing & AR aging dashboard prototype	#reporting #analytics
🔵	36. Error Handling & Monitoring (EMMA)	Reporting & Monitoring	Monitor mass runs, analyze job logs, manage clarification cases	EMMA clarification workflow for failed billing items	#monitoring #emma
🔵	37. Functional Testing	Testing & Cutover	Design test scenarios, test scripts & regression approach for BRIM	Test catalogue covering quote-to-cash variants	#testing #qa
🔵	38. Migration Concepts & Cutover	Testing & Cutover	Plan open item migration, EMIGALL/migration workbench, cutover sequencing	Migration & cutover runbook draft	#migration #cutover
🟡	39. Capstone Kick-off	Capstone Project	Define telecom/subscription business scenario scope & solution design	Project charter + BRIM solution architecture diagram	#capstone
🟡	40. Capstone Build	Capstone Project	Build products, charge plans, billing & FI-CA flow for the scenario	Working quote-to-cash prototype	#capstone
🟡	41. Capstone Testing & Review	QA	Execute test cycle, resolve defects, validate financials & reports	Peer validation + reconciliation sign-off	#capstone
🟢 Completed	42. Capstone Presentation	Showcase	Present the end-to-end solution & lessons learned	Live demo + reflection summary	#presentation

🧱 Board Columns (Kanban)

Create a Board View in Notion from this table with these columns:

📝 Planned – upcoming or scheduled sessions
⚙️ In Progress – current learning module
✅ Completed – finished sessions with notes or evidence

You can drag cards between these statuses as you deliver/learn.

🧰 Optional Properties for Each Card

Add these properties to each Notion page/card for richer management:

Property	Type	Example
Duration	Number	2 hrs
Level	Select	Beginner / Intermediate / Advanced
Resource Link	URL	SAP Learning Hub Lesson
Lab File	File	Sample CDR file, billable item CSV, config workbook
Evaluation	Number (1–5)	4
Instructor Notes	Text	Key takeaways or challenges
Industry Focus	Multi-select	Telecom, Media, Utilities, SaaS, Transportation

🧠 Bonus Automation Ideas (for Notion + Pabbly or Zapier)

You could integrate:

✅ Automatic Status Updates after each session checklist
📬 Daily Reminder ("Today's BRIM topic: Rating Fundamentals")
📊 Progress Dashboard (completion % by student or module)

📑 Master Syllabus – SAP BRIM (FI-CA & Convergent Mediation/Charging)

Sr. No	Topic Name	Sub-Topics	Duration (Hours)
1	SAP BRIM Overview	BRIM Architecture, Components, Business Scenarios	4
2	Subscription Order Management	SOM Overview, Order Capture, Fulfillment Integration	6
3	Convergent Charging (CC)	Charge Plans, Rating, Pricing Models	10
4	Convergent Invoicing (CI)	Billing Processes, Billable Items, Invoice Creation	8
5	FI-CA Fundamentals	FI-CA Data Model, Contract Accounts, Business Partners	10
6	FI-CA Transactions	Posting, Clearing, Dunning, Returns Processing	10
7	Collections & Dispute Management	Collections Strategy, Write-Offs, Disputes	6
8	Integration with S/4HANA	FI, SD, CRM Integration	6
9	BRIM Configuration	Master Data, Billing Configuration	8
10	Reporting & Monitoring	BRIM Analytics, Error Handling	4
11	Testing & Cutover	Functional Testing, Migration Concepts	4
12	End-to-End Case Study	Telecom/Subscription Business Scenario	8
	Total		84 hrs

SAP BRIM 84-Hour Learning Curriculum

42-Day Program (2 Hours Per Day)

Day	Module	Topic	Learning Objectives	Case Study Focus	Hours
1	SAP BRIM Overview	BRIM Landscape & Architecture	Understand the BRIM value proposition, component architecture (SOM, CC, CI, FI-CA) and deployment options	A telecom operator replacing a legacy billing stack with BRIM on S/4HANA	2
2	SAP BRIM Overview	Business Scenarios & Component Deep-Dive	Trace subscription, usage-based and hybrid monetization scenarios across the stack	Mapping quote-to-cash for prepaid vs postpaid mobile plans	2
3	Subscription Order Management	SOM Overview & Data Model	Understand SOM master data, subscription orders, contracts and lifecycle	Streaming service subscription catalogue design	2
4	Subscription Order Management	Order Capture & Product Modelling	Capture orders, model rate plans, bundles and cross-component products	Triple-play bundle (voice + data + OTT) product design	2
5	Subscription Order Management	Fulfillment Integration & Distribution	Distribute orders to CC/CI/FI-CA; monitor fulfillment and change orders	Mid-cycle plan upgrade with prorated fulfillment	2
6	Convergent Charging	CC Architecture & Core Objects	Navigate CC catalogues: charge plans, charges, price plans, subscriber accounts	Charging catalogue blueprint for an IoT connectivity provider	2
7	Convergent Charging	Building Charge Plans	Create recurring, one-time and usage charges within charge plans	3-tier mobile plan with base fee and metered data	2
8	Convergent Charging	Rating Fundamentals	Configure rating logic, decision tables, tiers and rounding rules	Rating international roaming events with zone-based tariffs	2
9	Convergent Charging	Pricing Models & Price Tables	Implement volume discounts, allowances, counters and sharing logic	Family data-share plan with pooled allowances	2
10	Convergent Mediation	Mediation & Consumption Items (Mini-Project 1)	Understand CDR collection, validation, enrichment, deduplication and consumption item transfer	Network-to-billing mediation flow for 5M daily call records	2
11	Convergent Invoicing	CI Overview & Billable Items	Understand billable item classes, lifecycle, exceptions and transfer	Loading rated usage as billable items for a utilities retailer	2
12	Convergent Invoicing	Billing Processes	Execute billing runs; group billable items with grouping variants	Monthly billing cycle across customer segments	2
13	Convergent Invoicing	Invoicing & Invoice Creation	Run invoicing, post invoicing documents to FI-CA, manage invoice output	Consolidated invoice combining usage, recurring and one-time charges	2
14	Convergent Invoicing	Discounts, Charges & Rating Groups	Apply discounts/surcharges, rating groups, billing cycles and reversals	Loyalty discount and re-billing after a rating correction	2
15	FI-CA Fundamentals	FI-CA Positioning & Data Model	Understand the subledger concept, FI-CA vs FI-AR, key tables and documents	Why high-volume industries need contract accounting	2
16	FI-CA Fundamentals	Business Partners	Create and maintain business partners, roles, relationships and addresses	Customer onboarding for consumer vs enterprise accounts	2
17	FI-CA Fundamentals	Contract Accounts	Configure contract account categories, payment and dunning control data	Segmented contract accounts with differing payment terms	2
18	FI-CA Fundamentals	Documents & Account Balance	Navigate FI-CA documents, line items, account balance and correspondence	Customer service view: explaining a disputed balance	2
19	FI-CA Fundamentals	Master Data Lab (Mini-Project 2)	Assemble BP + contract account + contract object end-to-end	Complete master data package for a new subscriber cohort	2
20	FI-CA Transactions	Postings & Document Entry	Post documents manually and in mass; understand main/sub-transactions	Month-end receivables posting for 100k invoices	2
21	FI-CA Transactions	Payments & Clearing Concepts	Master clearing rules, clearing variants and open item management	Automated clearing of partial and overpayments	2
22	FI-CA Transactions	Payment Runs & Payment Lots	Execute payment runs, process payment lots, checks and card payments	Direct-debit run with bank file generation	2
23	FI-CA Transactions	Dunning	Configure dunning procedures, levels, charges and dunning activities	3-level dunning strategy balancing recovery and churn risk	2
24	FI-CA Transactions	Returns Processing	Process returns lots, returns reasons, charges and creditworthiness updates	Handling failed direct debits and bank chargebacks	2
25	Collections & Disputes	Collections Strategy & Work Items	Design collection strategies, champion/challenger tests and work lists	Risk-based collections for high-delinquency segments	2
26	Collections & Disputes	Write-Offs & Value Adjustments	Configure write-off rules, mass write-offs and doubtful entry postings	Quarterly bad-debt provisioning and write-off cycle	2
27	Collections & Disputes	Dispute Management	Create and resolve dispute cases integrated with invoicing corrections	Billing dispute resolved via credit memo and adjusted invoice	2
28	S/4HANA Integration	FI/GL Integration & Reconciliation Keys	Transfer FI-CA totals to the general ledger; closing and reconciliation	Month-end close: reconciling subledger to GL	2
29	S/4HANA Integration	SD Integration	Integrate SD billing documents with FI-CA postings and account determination	Hardware sales (SD) alongside subscription billing (CI)	2
30	S/4HANA Integration	CRM / Subscription Billing Integration	Understand provider contract replication and front-office integration patterns	Care-agent view: contract changes flowing into billing	2
31	BRIM Configuration	Master Data Configuration	Configure BP groupings, contract account categories and number ranges	Greenfield configuration workbook for a new market launch	2
32	BRIM Configuration	Billing & Invoicing Configuration	Configure billable item classes, billing processes and invoicing functions	Generating and activating a CI configuration set	2
33	BRIM Configuration	FI-CA Configuration	Configure posting areas, main/sub-transactions and account determination	Account determination matrix validated with test postings	2
34	BRIM Configuration	End-to-End Configuration Lab	Assemble a working configuration slice across SOM→CC→CI→FI-CA	One order processed through the fully configured pipeline	2
35	Reporting & Monitoring	BRIM Analytics & Reporting	Build revenue, billing and receivables reports; embedded analytics/SAC	Executive billing & AR aging dashboard	2
36	Reporting & Monitoring	Error Handling & Monitoring (EMMA)	Monitor mass runs, analyze logs and manage clarification cases	Clarification workflow for failed billing items at scale	2
37	Testing & Cutover	Functional Testing	Design test scenarios, scripts and regression coverage for BRIM	Quote-to-cash test catalogue for UAT sign-off	2
38	Testing & Cutover	Migration Concepts & Cutover	Plan open item and master data migration; cutover sequencing and rollback	Legacy billing migration runbook with parallel-run strategy	2
39	End-to-End Case Study	Capstone Kick-off	Define telecom/subscription business scenario scope and solution design	Project charter and BRIM solution architecture for "NimbusTel"	2
40	End-to-End Case Study	Capstone Build	Build products, charge plans, billing and FI-CA flow for the scenario	Working quote-to-cash prototype: order to invoice to payment	2
41	End-to-End Case Study	Capstone Testing & Review	Execute test cycle, resolve defects and validate financial outcomes	Peer validation with subledger-to-GL reconciliation sign-off	2
42	End-to-End Case Study	Capstone Presentation	Present the full solution, demo the flow and capture lessons learned	Live demo + reflection summary + next-steps roadmap	2

📊 Learning Path Summary

Week 1 (Days 1-5): Foundations & SOM – BRIM architecture, business scenarios, subscription order management

Week 2 (Days 6-10): Charging & Mediation – Charge plans, rating, pricing models, convergent mediation (Mini-Project 1)

Week 3 (Days 11-14): Convergent Invoicing – Billable items, billing runs, invoicing, discounts and corrections

Week 4 (Days 15-19): FI-CA Fundamentals – Data model, business partners, contract accounts (Mini-Project 2)

Week 5 (Days 20-24): FI-CA Transactions – Posting, clearing, payments, dunning and returns

Week 6 (Days 25-30): Collections, Disputes & Integration – Collections strategy, write-offs, disputes, FI/SD/CRM integration

Week 7 (Days 31-36): Configuration, Reporting & Monitoring – Master data, billing and FI-CA config, analytics, EMMA

Week 8 (Days 37-42): Testing, Cutover & Capstone – Test design, migration concepts and end-to-end telecom capstone

🎯 Key Differentiators

Industry-Grounded Case Studies: Telecom, media, utilities, SaaS and IoT monetization scenarios in every session
Hands-On Practice: Every session includes lab exercises spanning the full SOM → CC → CI → FI-CA pipeline
Progressive Complexity: Builds from architecture literacy to configuration and cutover readiness
Financial Rigor: Emphasizes subledger-to-GL reconciliation, closing and audit-ready processes
Integration Emphasis: Demonstrates FI, SD and CRM/Subscription Billing integration patterns on S/4HANA

📚 Recommended Resources

SAP Learning Hub / learning.sap.com: BRIM, FI-CA and Convergent Invoicing learning journeys
SAP Help Portal: Official documentation for SOM, Convergent Charging, Convergent Invoicing and Contract Accounting
SAP Community: BRIM-focused blog posts, implementation experiences and expert Q&A
SAP BRIM Trial / Sandbox Access: Hands-on environment for charging and invoicing scenarios
openSAP Archives & YouTube SAP Channel: Video walkthroughs of BRIM scenarios and features

🎓 Assessment & Outcomes

After completing this 84-hour BRIM-focused curriculum, learners will:

Master the end-to-end BRIM suite: SOM, Convergent Mediation, Convergent Charging, Convergent Invoicing and FI-CA
Design and configure charge plans, rating and pricing models for subscription and usage-based businesses
Run and reconcile high-volume billing, invoicing, payments, dunning, returns and collections processes
Integrate BRIM with S/4HANA FI, SD and CRM/Subscription Billing components
Plan functional testing, data migration and cutover for BRIM implementations
Be prepared for SAP BRIM/FI-CA certification paths and Big4 Consulting Grade Simulation Assessment using SAP Activate