Customer Overview

Document Information

Version: v1.0 Updated: 2026-07-29

Feature Overview

Item	Content
Applicable Role	Operations administrator
Navigation path	Billing > Customer Billing > Customer Overview
Page route	/billing/customers/overview
Managed objects	Customer records, customer tags, account balances, consumption, and revenue information

Customer Overview is used to view EU and Provider customer records, tags, account balances, consumption, and revenue-related information. Operators can use this page to locate customers, verify customer identity, and continue with downstream billing checks.

Beginner Explanation

Customer Overview works like an operator-side CRM list for billing. It brings customer tenants, administrators, tags, balances, consumption, and Provider-related revenue information into one place.

Terms Quick Reference

Term	Meaning	Handling tip
Customer Account	An account object that records customer tenant, administrator, and balance information.	Confirm customer identity before troubleshooting.
Business Identity	The customer business category used for billing and customer overview filtering.	Keep the selected identity consistent when comparing records.
EU	End User customer identity.	Use it to review consumption and balance information.
Provider	Provider customer identity.	Use it to review Provider-related revenue or consumption information.
Tags	Labels used to classify customers.	Confirm the impact scope before adding or changing tags.

Prerequisites

1. The current account can access Customer Billing > Customer Overview.
2. At least one customer tenant has been created before the list can show data.
3. The browser is logged in with an operator account and the session has not expired.

Page Description

The top of the page shows the update time for monthly consumption and provides a refresh button. Manage Tags at the top right opens the tag management dialog.

The summary area contains four KPI cards: Customer base, Credits pool, This month spend, and Balance risk. These cards provide a quick cross-customer signal and do not replace row-level verification.

The filter area contains:

• Business Identity: Select a customer type, usually EU or Provider.
• Keyword: Search by tenant Name, tenant ID, administrator account, or other visible customer identity fields.
• Tags: Select one or more built-in or custom tags. A customer that matches any selected tag is included.

Multiple selected tags use OR matching: a customer matching any selected tag is included. Tenant, administrator, and Tenant ID values shown in the list can be copied for follow-up checks; copy only sanitized values into tickets or documentation.

The customer table contains:

Field	Description
Tenant Information	Customer tenant name and Tenant ID; visible identity values support copy interaction.
Administrator Information	Customer administrator account and email address; visible identity values support copy interaction.
Tags	Tags applied to the customer.
Available Balance	Credits remaining in the customer account.
Previous-Month Spending	Credits consumed in the previous calendar month.
Current-Month Spending	Credits consumed in the current calendar month.
Account Opening Time	Time when the customer tenant was created.
Actions	Row actions, including Details, Adjust, and an overflow menu when permitted.

The tenant Name is the customer display identity. Confirm it before you open a row action. The following screenshot shows the current list with masked customer data.

Main Operations

Use the following operations to view EU and Provider customer overview records and manage tags. Complete view-only checks before any export, tag change, save, or submit action.

View Customer Overview - EU

1. Go to Billing > Customer Billing > Customer Overview.
2. Select "EU" in Business Identity.
3. Enter tenant Name, customer ID, administrator email, tags, or other filters as needed.
4. Click "Search" and review the EU customer list.
5. Verify tenant Name, administrator, business identity, tags, account balance, consumption, and last update time.

View Customer Overview - Provider

1. Go to Billing > Customer Billing > Customer Overview.
2. Select "Provider" in Business Identity.
3. Enter tenant Name, customer ID, administrator email, tags, or other filters as needed.
4. Click "Search" and review the Provider customer list.
5. Verify tenant Name, administrator, business identity, tags, account balance, revenue or consumption-related information, and last update time.

Manage Tags

1. Click "Manage Tags" at the top of the page.
2. Review the built-in tags. These tags are locked by the platform and cannot be edited.
3. In the custom tag area, enter a new tag name and click "Create Tag".
4. Click "Close" to exit the dialog.

Before managing tags, verify the target customer scope and account permission. Do not record real customer tagging policies or internal operation notes in manuals, tickets, or comments.

Review an Account Adjustment

1. Locate the target customer by tenant Name.
2. Open the row actions and select "Adjust Limit".
3. Confirm the target tenant Name, customer account, and account type.
4. Select the limit mode and enter a non-empty Adjust Limit value.
5. Review the prefilled Remarks. Replace it with the actual business reason when necessary.
6. Keep Remarks non-empty. An empty reason prevents submission.
7. For page validation only, click "Cancel". Opening the dialog does not complete an adjustment.

Parameter Quick Reference

Field Name	Required	Field Type	Example	Description
Business Identity	No	Enum	EU	Filters customers by business identity.
EU	System enum	Enum value	EU	End User customer view for consumption and balance information.
Provider	System enum	Enum value	Provider	Provider customer view for revenue or consumption-related information.
Tenant Name	No	Text	Example tenant	Locates a customer by the tenant Name shown in the list.
Customer ID	No	Text	customer-xxxx	Locates a customer by unique customer identifier. Use placeholders only in documentation.
Administrator Email	No	Text	user@example.com	Locates a customer by administrator email. Desensitize it in screenshots or tickets.
Tags	No	Multi-select	VIP	Filters customers by selected tags.
Account Balance	System generated	Credits	10,000 Credits	Current remaining customer account balance.
Consumption	System generated	Credits	2,500 Credits	Consumption amount for the selected customer scope.
Revenue Information	System generated	Credits	1,000 Credits	Provider revenue or settlement-related information.
Last Update Time	System generated	Time	2026-07-10 12:00:00	Latest update time of customer overview data.
Search	No	Button	Search	Refreshes the customer list by current filters.
Reset	No	Button	Reset	Clears filters and restores the default list.
Actions	System generated	Button / link	Details	Provides row-level entries for viewing or follow-up checks.
Adjust Limit	Yes for adjustment	Number	Sanitized amount	Sets the required adjustment amount in the dialog.
Remarks	Yes for adjustment	Multiline text	Adjust Limit	Records the business reason. The field is prefilled but must remain non-empty.

Pitfalls

• Do not rely on one amount field alone for financial confirmation; cross-check transactions, bills, settlement statements, and reconciliation results.
• Do not repeat high-risk billing operations when the first attempt fails; check status and error details first.
• Remove sensitive customer, bank, contract, token, Key, or internal processing information before sharing screenshots or tickets.
• Customer name, administrator email, customer ID, account balance, consumption amount, and revenue amount are sensitive. Desensitize screenshots, exports, tickets, and comments.
• Before exporting customer data, verify the filter scope and recipient permission, and redact customer identity, accounts, and amounts.
• Opening Adjust Limit does not change the account. The change occurs only after the final confirmation.
• An empty adjustment reason prevents submission. Review the prefilled remark before confirmation.

Result Validation

Check Item	Success Signal	If Abnormal
Filters	The list refreshes according to the selected filters.	Clear the filters and search again.
Customer details	Selecting Details opens customer detailed information.	Check customer permissions and the details entry point.
Tag visibility	The Manage Tags dialog shows built-in tags and existing custom tags.	Check tag-management permissions.

FAQ

The Customer List Is Empty

Symptom:

No customers appear after you open the page.

Possible causes:

• No customer account has been opened.
• The current account cannot view the selected business identity.
• The filters are too narrow.

Resolution:

1. Clear the filters and refresh the page.
2. Switch the business identity or account to confirm permissions.
3. If no customer exists, check the account-opening flow in the related module.

Tag Management Does Not Open

Symptom:

Selecting Manage Tags does not open the dialog.

Possible causes:

• The current account lacks tag-management permission.
• The browser blocked the dialog.

Resolution:

1. Refresh the page and select "Manage Tags" again.
2. Check whether the browser blocks dialogs or scripts.
3. Contact the platform administrator to confirm account permissions.

A Custom Tag Cannot Be Saved

Symptom:

The new tag does not take effect after you enter a name and save it.

Possible causes:

• The tag name exceeds 16 characters.
• The customer already has five tags, which is the limit.
• The name duplicates a built-in tag.

Resolution:

1. Shorten the tag name and use a stable, recognizable name.
2. Check the current number of tags and remove an unnecessary tag before retrying.
3. Rename the tag and create it again.

Customer Overview Does Not Update After Refresh

Symptom:

The amount, count, or status in Customer Overview remains unchanged after the related process finishes.

Possible causes:

• The billing cycle, tenant, customer, or business scope does not match the processed object.
• An upstream statistics, posting, or settlement task is still running.
• The current account can view only part of the data scope.

How to handle:

1. Recheck the billing cycle and object scope in Customer Overview.
2. Refresh the page, reopen the target record, and verify the update time.
3. Cross-check the upstream status in Customer Top-up Orders and Business Units.
4. If the value still does not update, provide authorized personnel with the desensitized billing cycle, object identifier, status, and update time.

What Must Be Checked Before Sharing Customer Overview Information?

Symptom:

Customer Overview results must be shared in a screenshot, ticket, or report.

Possible causes:

• Customer names, administrators, tags, amounts, and accounts may be sensitive billing information.
• The sharing scope may exceed the recipient's business permission.
• A full screenshot may include account, environment, or unrelated information.

How to handle:

1. Keep only fields, statuses, and time ranges required for troubleshooting.
2. Use the specified light-gray opaque small-pixel mosaic only on sensitive text and values.
3. Confirm that the screenshot does not contain top-menu account data, environment information, real credentials, or internal addresses.
4. Share with the minimum required audience and record the desensitized scope.

Notes

• Billing amounts, settlements, balances, and customer information are sensitive. Desensitize them before sharing.
• Keep page routes, API fields, Key, AK/SK, License, and other product terms in their UI form.
• Keep credentials, private operational details, and sensitive customer data out of the manual.
• Do not record real customer names, tenant names, customer IDs, emails, phone numbers, account balances, consumption amounts, revenue amounts, order numbers, Token, or Key.
• Before exporting customer data, verify the filter scope and recipient permission, and redact customer identity, accounts, and amounts.

Next Steps

• Open Customer Top-up Orders to handle top-up tasks.
• Open Business Units to maintain customer business-unit configuration.