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Trusteeship Overview

Last Updated: Jan 17, 2022

What is Trusteeship?


Trusteeship is a mutual relationship built on trust that is established between a master account and a linked account. Financial assets of the linked account are managed by the master account. The linked account only has permissions to manage resources. In enterprise finance scenarios, the linked account is called trusting account. The master account is called trusted account.

11In Billing Management, you can set Policy to Trusteeship when you link two accounts in Consolidated Billing. This authorizes the master account to manage the financial assets of the linked account, as shown in the following figure:

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What are included in the financial assets of Trusteeship?


After a trusteeship between a master account and linked account is established in Finance Cloud between the two accounts:

  • The master account pays the subscription and pay-as-you-go bills incurred from linked accounts. Whether to stop or restart resources of linked accounts depends on the available funds in the master account.

  • The consumption of sub account shall be paid by the master account. If the master account needs to control the consumption quota of the sub account, the budget management function provides the functions of setting the budget through the owner account and based on the corresponding alert. Please go to Budget Management.

  • All the orders and bills of linked accounts are linked to the master account. You can use the master account for centralized management.

  • All the invoices of linked accounts are linked to the master account. You can use the master account to apply for official invoices for these purchases.

  • All the income and expenses of linked accounts are linked to the master account. You can use the master account to view income and expenses.

  • The linked account and the master account share the same discounts.

  • The linked account cannot apply the discounts that it has. Only the credits, coupons, and vouchers in the master account can be used.

Considerations for Trusteeship


  1. Costs in the linked accounts are not allocated and bills for linked accounts are not provided. All the bills are sent to the master account.

  2. Alerts for low balance and large amount of consumption are sent to the master account. Linked accounts will not receive such alerts.

  3. The bills are paid only via the master account.

  4. When you subscribe to services and pay bills via the linked accounts, the discounts of the master account apply. However, for Ali Telecom products, the linked account still uses its own discounts.

  5. The bills incurred from the linked accounts are not involved in unified settlement. All the bills are paid via the master account.

  6. After a trusteeship is established between two accounts, bills from the next billing cycle are linked to the master account. For example, when a trusteeship is established or changed between two accounts, bills for the present day are still credited to the linked account or the original master account. Bills for the next day are credited to the current master account. This rule also applies to discount calculation.

  7. Only vouchers and coupons that belong to the master account can be used, because the bills are paid via the master account. Vouchers and coupons in linked accounts are not available.

  8. After a trusteeship is established between two accounts, invoices for linked accounts are managed by the master account.

  9. In order to reduce the risk of operation errors, the single order amount of linked accounts cannot exceed 10 million U.S. dollars.

  10. After a trusteeship is established, expenses of linked accounts are paid by the master account, and bills of the linked accounts are linked to the master account. The linked account is responsible for resource management, including renewal, refund, reconciliation, configuration upgrade or degrade, and instance type change.

    You can use the “Owner Account Name” field to distinguish bills of different linked accounts when viewing bills of the master account.Trusteeship Introduction

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Operation Description

Operation

Description

When a trusteeship is being established

If the account to be linked has valid resources, the resources will be transferred to the master account. The transfer is automatically completed by the system. The transfer time depends on the number of resources, which is usually a few minutes.

After a trusteeship is established

All resources purchased via linked accounts are owned by the master account. The linked account only has the permissions to use and manage resources.

When a trusteeship is being removed

Resources that were purchased by the master account are transferred to the linked account. The transfer is automatically completed by the system. The transfer time depends on the number of resources, which is usually a few minutes.

After a trusteeship is removed

After the resources are transferred back to linked accounts, the linked accounts have the resource ownership. The transferred resources are still valid within the remaining period, but have no monetary value. When you downgrade configurations of these resources, the monetary value of the resources for the remaining valid period is not calculated. No refund is provided.After the trusteeship is removed, bills for new purchases, renewal, and upgrades are paid by the linked account.

Note


Pay-as-you-go expenses from the next billing cycle are linked to the master account. The Pay-As-You-Go expenses for the current billing period are paid by the linked account. You must ensure that the available credit for the linked account is greater than before establishing a trusteeship.