Processing Stages

Background: The document provides information about the general payment process workflow designed to create a BillingID as a payment method for use in participating Gen3 data commons. Each Data Commons has a unique process for using a BillingID; those additional steps are sent via email at the appropriate state of the process.

The Payment Portal uses email to share documentation via DocuSign as well as other specific instructions required to complete the process through each of the stages below. Please check your spam folder and filters if you haven’t received an update.

You can also go to the Payment Portal profile page to check your request’s status. The stage icon will turn green each time the required steps are completed and the requestor will advance to the next stage.

Note: Please ensure you use the same email that is used to obtain a BillingID and accessing the Data Commons.

Stage	Stage Description	Action Request
Submit Access Request	You have submitted a request. We emailed that we received your request. We are reviewing your request, and we will email you again when we have approved your request and moved you to the next stage.	No action other than watching for email.
Complete E-Doc Work	A request from DocuSign document with terms and conditions has been emailed to the requestor to review and sign. After it is signed, the DocuSign User Agreement signature is reviewed and approved by the Payment Portal administrator. Once the signature is processed, you will be moved to the next stage.	Review and sign the User Agreement in your email inbox. The document is sent to the email address that was used to request a billing ID. Read this document carefully before signing.
Received Approval	Your DocuSign User Agreement signature is approved. Payment Portal administrator is generating your billingID. Once generated, your billingID will be sent to you via email.	No action is necessary.
Setup Direct Pay	Your BillingID is emailed, along with Instructions to set up payment to use the BillingID. The specific steps for this will depend on the data commons the request was made for. Once the payment arrangements have been completed and processed, your BillingID will be ready for use in the data commons.	Follow the Knowledge Base Article provided in the notification email.
Direct Pay Confirmed	In this stage, payment processing is configured, and access to the data commons is provisioned. A specific link will be sent with instructions on the next steps depending on the Data Commons requirements and setup.	Watch for an email with your BillingID. Follow the Knowledge Base Article provided in this email. Watch for an email indicating your BillingID is ready for use, once payment arrangements are processed.