Oracle Utilities: CC&B v2.7.0.3 Functionality for Implementers Ed 1 LVC

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Customer Information
• Sales and Marketing
• Device Management
• Field Work
• Meter Reading
• Billing
• Statements
• Rates
• Payments
• Adjustments
• Credit and Collection
• Budgets
• Deposits
• SA Relationships
• Service Credits
• Contract Management
• Loans
• Conservation Programs
• Framework Utilities
• Integration Tools
• Summary
• The Format of This Class
• The Documentation
• Caveat
• Review
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Practice 2-1: Log On to Customer Care and Billing
• The Anatomy of All Pages
• Control Central
• Control Central Search Facilities
• Invoking Help
• Help: Finding Information
• Find a Customer/Premises
• The Dashboard
• Dashboard + Account Information = 360-Degree View of the Customer
• Portals Versus Fixed Pages
• Portals Have Zones
• Portal Preferences
• New Zones Appear in Account Information
• Dictating Portal Preferences
• The Dashboard Is a Portal Too
• Zone Patterns
• Explorer Zone Layout
• Broadcasting
• Explorer Zones May Have End-User Filters
• Dragging and Dropping
• Work Lists
• Working the List
• Starting Business Processes
• Practice 2-2: Find a Customer and Portal / Zone Introduction
• Map Zones
• Section and Element Help
• Explorer Zones Are Configured, Not Programmed
• Special-Purpose Zones
• Special Feature – Timeline Zone
• More Special Feature Zones
• You’ve Seen Several BPA Scripts
• The BPA Menu
• BPA Scripts Are Everywhere
• BPA Scripts Reflect An Organization
• Scripts Are Configured
• Fixed Pages
• Object Maintenance Pages
• Search Pages
• Other Pages
• Some Transactions Use Both Metaphors
• Portal-Based Maintenance Is Becoming More Common
• Why Evolve?
• Menu and Admin
• Context Menus
• Context Menu – Opening a Search Page
• Context Menu – Opening a Portal
• Practice 2-3: Use Page and Portal Maintenance Dialog Boxes
• Grids
• Scrolls
• Search
• Recap of General Layout
• Recap of Dialogs
• Demo Versus Empty Install
• A Configuration Tools Example
• The Configuration Tools Class
• Summary
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Agenda
• Oracle Utilities Application Framework: Overview
• Browser User Interface (UI) Activities
• Web Server Activities
• Web Application Server Breakdown
• Application Server Activities
• Database Server Activities
• Entity Relationship Diagramming (ERD)
• Information Is Stored in Tables, Each Box in an ERD Is a Table
• Color-Coding Highlights the Subsystem Where the Table’s Rows Are
• Typically Maintained
• The PowerPoints Use Color-Coding to Group Tables into Logical Subsystems
• We Use ERDs to Highlight Important Business Relationships
• Relationships Between Entities Are Highlighted with Arrows Between Boxes
• Dashed Lines Represent Columns on Entities with Predefined
• “Lookup” Values
• The Table and Field Metadata
• Application Viewer: Your Primary Documentation for Tables and Fields
• The Application Viewer Is Generated from Metadata
• Practice 3-1: Application Viewer
• No Recurring Groups
• Prime Keys
• Prime and Foreign Keys in the Application Viewer
• Very Little (Almost No) Redundant Data
• Language Tables
• XML Extensions
• Maintenance Object: Definition
• Why Maintenance Objects?
• Maintenance Object, Table, and Field Metadata
• Maintenance Objects Are Also in the App Viewer
• Maintenance Objects Encapsulate Core Business Rules
• Maintenance Objects Versus Business Objects
• Maintenance Object Has Fields, Business Object Has Elements
• Business Object Elements Must Physically Reside Somewhere in its
• Maintenance Object’s Tables
• Business Objects Encapsulate Core Business Rules
• Business Objects and Service-Oriented Architecture (SOA)
• Older Maintenance Objects = Object Maintenance Newer Maintenance
• Objects = Portal Maintenance
• Plug-in = Algorithm
• An Algorithm Example
• Use a Base Package Plug-in or Write Your Own
• Creating a New Plug-in
• Some Objects Are Preconfigured
• The Application Viewer Also Contains Algorithms
• Practice 3-2: Examine an Algorithm
• User-Defined Fields Extend…
• Many Maintenance Objects Support Characteristics
• Four Types of Characteristic Types
• Predefined Characteristic Types
• Ad Hoc Characteristic Types
• Foreign Key (FK) Reference Characteristic Types
• File Location Characteristic Types
• Characteristic Values Are Effective-Dated on Some Entities
• A Characteristic Type Can be Used on Multiple Entities
• Practice 3-3: Examine a Char Type
• Owning Metadata
• Owner Flag ERD
• Owner Flag Is Ubiquitous
• The System Stamps Owner Flag on New Metadata Rows
• Don’t Even Think About It
• Practice 3-4: Data Ownership
• Web Services Architecture
• Web Services
• More Web Services Information
• Database and Operating System Security
• Application Services Are Secured
• Application Services Have Valid Actions
• Field-Level Security
• Security Rights Are Cached
• Practice 3-5: Application Security
• Plug-in Driven Batch
• Audit Trails
• Localization Support
• Isolating Implementation-Specific Business Rules
• The Conversion Tool
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Batch Processes
• Batch Processes Are Documented in the Application Viewer
• What You Can Count On
• Errors
• Parallel Processing
• Optimal Number of Threads
• Parameters
• Plug-in Driven Batch
• Batch Processing ERD
• Practice 4-1: View Results of a Batch Run
• Executing Batch Jobs
• Separate Application Servers
• Submitting Ad Hoc Requests
• Practice – Instructor-Led
• Dependencies Between Batch Jobs
• Batch Process Dependencies
• Sample and Submit
• Classic Batch Job Versus Sample and Submit
• Step 1: Identify the Batch Job
• Step 2: Enter the Criteria
• Step 3 (optional): See the Sample
• The Request
• How To
• Some Batch Jobs Can Be Thought of as Plug-ins
• Some Processes Can Be Viewed as Plug-ins
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Customer Information
• Customer = Person and Account
• Practice 5-1: Find a Customer on Control Central
• Important Person Concepts
• Person ERD
• Person Contacts
• Practice 5-2: Add a Person and Account from Control Central
• Important Account Concepts
• Account ERD
• Practice 5-3: Add a Person Contact
• Customer Contact: Overview
• Customer Contact ERD
• Practice 5-4: Create a Customer Contact
• Customer Contacts Trigger To-Do Entries
• Customer Contacts Trigger Letters
• Letter Images
• Important premises Concepts
• Premises ERD
• Important Service Point Concepts
• Types of Service Points
• Metered Service Points
• Badged Item-Based Service Points
• Unbadged Item-Based Service Points
• Two Ways to Handle Area Lights: Badged or Unbadged
• Service Point ERD
• Practice 5-5: View and Add Premises
• Review: Bills Are Sent to Customers
• A Bill Contains Charges for Services
• An Account Must Have a Service Agreement for Every Service That Is Billed
• Some SAs Are Linked to Premises via SPs
• Some SAs Are Not Linked to Premises
• Service Agreement ERD
• Account Security: Overview
• Persons Can Also Be Secured
• Premises Can Also Be Secured
• Data Access Groups and Roles
• An Account’s Access Group
• More Account Security Information
• The V Diagram
• Two SAs, Each Linked to a Single SP (A Normal, Single-Family
• Residence Scenario)
• Two SAs Linked to the Same SP
• One SA linked to Two SPs (To Consolidate Consumption Charges)
• Typical Family Moves
• Non-Utility Customer
• Customers Share One Line, Usage Goes Through One Meter on the Way to
• Another Customer
• Corporate Pays for Usage, Operating Units Pay for Transport, and Metering
• SA Type and SP Type Control the Valid Relationships
• Most SAs Are Created Via Start Service
• Start Options Control Default Values
• Practice 5-6: Start Service at Your Premises
• Service Agreement States
• Activating Pending Start SAs
• Important Service-Oriented Concepts: Still to Come
• The Alert Zone
• The Control Central Alert Plugin Spot
• Jurisdictional Rules
• Division = Jurisdiction
• Replicators
• Alternate Names and Addresses
• Address Validation
• Configuring Address Validation
• Address Validation BPA
• Custom Address Validation Logic: Introduction
• Account Management
• Account Management Portal – Account Update
• Supported Account Updates
• Supported Service Agreement Updates
• Notification Preferences
• Notification Preferences: Key Relationships
• Notification Preferences: Management Process Overview – Enabling
• Customer Choice
• Push Versus Subscription Notification Types
• Push-Based Notifications
• Account – Account Portal: Push Communications Preferences Zone
• Subscription-Based Notifications
• Account – Account Portal: Subscription Communication Preferences Zone
• Account – Persons: Notification Preferences
• Account – Account Portal: Maintaining Contact Details
• Master Configuration
• Practice 5-7: Investigate a Notification Preference
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Checkpoint
• Review: Service Points Define Services at a Premises
• Review: There are Three Types of Service Points
• Review: Metered Service Points
• A Meter’s Registers Measure How Much Was Used
• Every Register Has Many Attributes
• A Register’s Attributes Can Change Over Time
• Meter ERD
• There Are Many Ways to Identify a Meter
• Service Types Must Be in Sync ERD
• Practice 6-1: Add Meters Using the Meter Replicator
• A Configuration’s Registers Are Read
• Subtractive Versus Consumptive Registers
• Meter Read ERD
• Important SP/Meter Installation Concepts
• Meter Installation ERD
• Practice 6-2: Install the New Meters at Your Premises
• How to Exchange the Meter at an SP
• Remember That There Are Two Types of Item-Oriented SPs
• This Discussion Concerns Badged Items
• When to Use a Badged Item
• Badged Item ERD
• There Are Two Ways to Identify a Badged Item
• Item Replicator
• Important SP/Item Installation Concepts
• Item Installation ERD
• Important Item Exchange Concepts
• Unbadged Items Are Alternatives
• Meter/Item Search Page
• Practice 6-3: Find Your Meters Using Meter/Item Search
• Review Questions
• Summary
• 7a Oracle Utilities Customer Care and Billing Functionality for Implementers
• Preface 7a-2
• Learning Objectives 7a-3
• Checkpoint 7a-4
• Field Activities 7a-5
• Field Activity ERD 7a-6
• Field Activity State Transition 7a-7
• Practice 7a-1: Examine the Field Activities That Were Created Earlier 7a-8
• Operations Areas 7a-10
• Dispatch Groups and Representatives 7a-11
• Field Service Control Is a Multidimensional Matrix 7a-12
• Dispatch Group Assignment Is in a Plug-in 7a-13
• Practice 7a-2: Confirm the Dispatch Group on the Electric Service Point’s
• Field Activities 7a-14
• Field Orders Are Premise-Oriented, Field Activities Are SP-Oriented 7a-16
• Different Dispatch Groups Result in Different Field Orders 7a-17
• Field Orders May Be Assigned a Specific Rep 7a-18
• Field Order and Rep ERD 7a-19
• Field Order State Transition 7a-20
• Capturing Reasons 7a-22
• Enabled with a Feature Configuration 7a-23
• The Pages Change 7a-24
• Reschedule Reason Audits 7a-25
• The Group Premise FAs Alternative 7a-27
• The Group Premise FAs Page 7a-28
• Lowest Common Denominator Dispatch Group 7a-29
• Batch Dispatcher 7a-30
• Practice 7a-3: Use Group Premise FAs to Create a Field Order 7a-31
• Automatic Field Activity Creation 7a-33
• Field Activity Type Profile 7a-35
• Field Activity Type Profile Is a Multidimensional Matrix 7a-36
• FA Type Profile Also Defines Valid FA Types 7a-37
• Service-Oriented Field Activities Are Created by a Plug-in 7a-38
• When Service-Oriented Activities Are Created 7a-39
• You Don’t Know About Schedule Read Dates Yet… 7a-40
• Not All Automated FA Creations Use FA Type Profiles 7a-42
• Dispatching Field Orders 7a-44
• Dispatched to Completed 7a-45
• Complete Activities, Then Complete Order 7a-46
• Completion Algorithms 7a-47
• Completion Algorithms ERD 7a-48
• Practice 7a-4: Complete the Activities 7a-49
• Completion Upload 7a-51
• Two Batch Process Are Used to Download Field Orders 7a-53
• Process FDS: Create Download Staging 7a-54
• Each Download Record Gets Marked with a Batch Control and Run 7a-55
• Process FODL: Create Download Flat File 7a-56
• FODL Executes an Algorithm to Format the Flat File Information 7a-57
• An Aside: Ongoing Instructions and Warnings 7a-58
• Metered SAs Need Start Reads to Bill 7a-60
• SA Activation Batch Process 7a-61
• Metered SA’s Need Stop Reads to Final Bill 7a-62
• SA Activation Also Handles Pending Stops 7a-63
• SA / FA / MR Flow 7a-64
• Credit & Collection 7a-65
• Practice 7a-5: Activate Your Service Agreements 7a-66
• Field Activities Are for All SP-Related Efforts 7a-68
• Review Questions 7a-69
• Summary 7a-70
• 7b Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 7b-2
• Appointment Scheduling 7b-3
• A Dispatch Group Refresher Before We Start 7b-5
• Dispatch Group Assignment ERD 7b-6
• Appointment Periods and Appointments 7b-8
• Limiting the Number of Appointments 7b-9
• Appointment Period Maintenance 7b-10
• Updating Appointment Periods 7b-11
• Practice 7b-1: Create and Update Appointment Periods 7b-12
• Scheduling an Appointment 7b-14
• Default Dispatch Group and Date 7b-15
• Available Appointments Are Controlled by an Algorithm 7b-16
• The Base-Package Available Appointments Algorithm 7b-17
• Canceling Appointments 7b-18
• Practice 7b-2: Schedule and Cancel Appointments 7b-19
• Penalties 7b-21
• Review Questions 7b-22
• Summary 7b-23
• 8a Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 8a-2

Equipment, Meters, and Items Are Installed at a Premises to Regulate and Measure Service 8a-3

• Items Are of Two (Notional) Types 8a-4
• Equipment May Be Associated with Meters 8a-5
• Equipment May Be Associated with Service Points and Items 8a-6
• Preventing Invalid Equipment Linkages 8a-7
• Foreshadowing: Equipment Is NOT Billed 8a-8
• Generic Equipment 8a-9
• Generic Equipment – How To Do It 8a-10
• An Installation Service Point Holds Multiple Pieces of Equipment 8a-12
• Installation SP ERD 8a-13
• Practice 8a-1: Explore Equipment Linked to a Service Point 8a-14
• Review Questions 8a-15
• Summary 8a-16
• 8b Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 8b-2
• Item and Meter Tests 8b-3
• Device Test Example 8b-4
• Badged Items and Meters Can be Tested 8b-5
• Device Test Type Example 8b-6
• The Control Tables Are Sophisticated 8b-7
• Device Test Lifecycle 8b-8
• Practice 8b-1: Add a Device Test Result for Your Meter 8b-9
• Device Tests Occur Because of Field Activities 8b-11
• How to Create Device Test Field Activities 8b-12
• Test Selection Creates Field Activities Based on an Algorithm 8b-13
• Review Questions 8b-14
• Summary 8b-15
• 8c Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 8c-2
• Stock Location Tracking 8c-3
• Stock Location 8c-4
• Stock Location Characteristics 8c-5
• Asset Stock Location History 8c-6
• Asset Stock Location History ERD 8c-7
• Default Location for SP Removals 8c-8
• Manually Changing an Asset’s Stock Location 8c-9
• Practice 8c-1: Review Stock Location and Asset Location History 8c-10
• Review Questions 8c-11
• Summary 8c-12

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• There are Many Sources of Meter Reads
• Meter Read ERD
• Meter Read Remarks Can Trigger Other Events
• Consumption Estimation Is in a Plug-in
• Important Estimation Concepts
• How Does MR EST TREND Work?
• An Example: Estimating Consumption for February
• An Example: Estimating Nonpeak Consumption
• An Example: Estimating Peak Consumption
• Trend ERD
• Ensuring a Statistically Significant Sample
• Trend Is Updated in Batch
• High and Low Limits Are Calculated in a Plug-in
• High and Low Check Plug-in
• High and Low Factor ERD
• Failing High and Low, and Use on Bill
• Reviewing Readings That Failed High and Low Checks
• Practice 9-1: Add a Meter Read
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Important Service Cycle Concepts
• SP Type Controls the Number of Cycles on a Service Point
• Single Service Cycle ERD
• SPs Also Need a Route and Sequence
• Renumbering Service Points in a Route
• Transferring a Route
• Practice 10-1: Examine the Service Cycle and Route on Your SPs
• Downloading Meter Read Requests
• When Cycle and Route Frequency Differ
• The Three Download Batch Processes
• Process MSR: Create MR Schedule Routes
• Process MDS: Create Download Staging
• Process MDL: Create Download Flat File
• The Source of the Batch Control
• Summary: Meter Read Download ERD
• The Service Cycle Schedule Is Also Used by Billing
• Practice 10-2: Examine Schedule Read Dates
• The Upload Processes
• Process X: Populate Upload Staging
• Process MUP1: Populate Meter Config
• Process MUP2: Create Meter Reads
• The MR Upload Has Other Uses
• Purging Upload Records
• Practice 10-3: Examine a Meter Read Upload Record
• Demo Database Contains a Sample Transaction
• Find a Scheduled Date for a Route Zone
• See Service Points in a Route for a Scheduled Selection Date Zone
• See Register Reads in a Route for a Scheduled Selection Date Zone
• Multiple Service Cycles
• Waste Collection Background Information
• Multi-Service Cycle ERD
• Waste Collection Scenario 1
• Waste Collection Scenario 2
• The Three Download Batch Processes
• Service Route Download ERD
• Field Order Completion Details Can Be Uploaded
• Step Types Supported by the Batch Completion Process
• The Upload Processes
• Process X: Populate Upload Staging
• Processes MUP1 and MUP2: Create Reads
• Process FACOMPL: Complete Field Activities
• Process FACOMPL: Complete Field Activities – Errors
• Purging Upload Records
• Uploading “Generic” Step Types
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Oracle Utilities Customer Care and Billing
• What Is To Do Processing?
• To Do Summary
• To Do List
• To Do Summary Zone
• Practice 11-1: Look at To Do Lists
• To Do Type
• Message
• To Do Roles
• Special Message Handling
• Role Assignment
• How Entries Are Created
• Batch Process
• The Creator Supplies Other Attributes
• Filling In The Blanks
• To Do Entry Summary ERD
• Practice 11-2: Create a Reminder on Your Customer Contact
• Related To Do
• Related Entries Are Also Shown in the Dashboard
• Related To Do ERD
• Practice 11-3: Related To Dos
• To Do Entry Lifecycle
• Forwarding
• Manual Completion
• Batch Processes Can Complete Entries
• To Do Entries Have Logs
• Log Entries
• To Do Search Is Powerful
• Practice 11-4: Complete Your Entries
• Entry Priority
• Priority Assignment
• Priority Updates: Scenario
• Assigning Entries to Users
• On Demand Assignment
• On Demand – How It Works
• Skill-Based Assignment: Overview
• Skill Level ERD
• Skill Level Override for a Specific Message ERD
• Skill-Based Summary
• The Benefits
• Supervisor Push
• Summary of Entries by User
• Supervisor Assignment
• Pick and Choose
• Multi-Use Pages
• Practice 11-5: Get Your Next Assignment
• To Do Entries May be Routed to an External System
• Configuration to Implement External Routing
• Practice 11-6: Review a To Do Type
• To Do Types Are Documented in the Application Viewer
• What To Do Entries Aren’t
• Purging Old Entries
• Review Questions
• Creating New To Do Types
• Introducing a New Type of Entry Involves the Following Steps
• Analysis Example: Account Has Active SAs but Has No Bill Cycle
• Setup Example: Account Has Active SAs but Has No Bill Cycle
• Programming Example: Account Has Active SAs but Has No Bill Cycle
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• FTs Determine an Account’s Balance
• Source of FTs
• Bill Segments Create FTs
• Payment Segments Create FTs
• Adjustments Create FTs
• Practice 13-1: Explore Mark Brazil’s Financial Transactions
• Current Balance Versus Payoff Balance
• Every FT Contains Current Amt and Payoff Amt
• Practice 13-2: Financial Balances
• Examples when Current Balance Does Not Equal Payoff Balance
• GL Details
• Examples of FTs Without GL Details
• How Old is the Debt?
• Specific Days Are Shown on Several Transactions
• Arrears Date
• Arrears Date Is Typically Populated by Billing
• Practice 13-3: Aged Debt
• FT Algorithms Control How FTs Are Created
• FT Status
• FTs Affect More Than Balances
• Updating the General Ledger
• GL Download Processes
• Process GLASSIGN
• Process GLS: Prepare FTs for Download
• Process GLDL: Create Download Flat File
• Practice 13-4: View a Financial Transaction
• Overview of Balance Control
• Balance Control Batch Processes
• Process BCGNEW: Create a New Balance Control Group
• Process BCASSIGN: Assign New FTs a Balance Control Group
• Process BCGSNAP: Insert Balance Control Members and Check
• Financial Integrity
• Review Questions
• Summary
• 14a Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 14a-2
• Checkpoint 14a-3
• A Bill Contains Charges for Services 14a-4
• An Account Must Have a Service Agreement for Every Service That
• Is Billed 14a-5
• SA Type Controls Everything 14a-6
• Definitions 14a-8
• Bill ERD 14a-10
• Bill Lifecycle 14a-11
• Most Bills Are Produced in Batch 14a-13
• Bill Cycles 14a-14
• Window Billing 14a-15
• Other Bill Cycle Schedule Functions 14a-17
• How an Account Gets Its Bill Cycle 14a-18
• If the SP’s Meter-Read Cycle Changes 14a-19
• Practice 14a-1: Examine Your Account’s Bill Cycle 14a-20
• Bill Segment Creation Algorithms 14a-22
• Get Consumption Is First 14a-24
• Bill Segment Consumption Snapshot ERD 14a-25
• Creating Estimated Reads 14a-26
• Estimating Earlier Than the Schedule Allows 14a-27
• Creating Bill Segments by Applying a Rate 14a-28
• Rated Bill Segment ERD 14a-29
• An Aside: Bill Segments Are Snapshots 14a-30
• Multiple Bill Segments May Be Created 14a-31
• Control Processing Sequence 14a-33
• Processing Sequence on SA Type 14a-34
• Review: Bill Segments’ FTs 14a-36
• Practice 14a-2: Create a Bill for Your Account 14a-37
• Metered SAs Are Special 14a-39
• Time Period Derivation for Non-Metered Service 14a-40
• Use a Bill Period to Derive the End Date 14a-41
• Anniversary Date 14a-42
• The Default – Current Business Date 14a-43
• Preventing Short Bill Segments 14a-44
• More to Come 14a-45
• Bill Segment Lifecycle 14a-47
• Freeze at Bill Completion 14a-48
• Classic Errors 14a-50
• Bill Segment Errors 14a-51
• Bill Segment Remarks 14a-52
• Bill Errors 14a-53
• Errors After The Window Closes 14a-54
• Bill Lifecycle 14a-56
• Bill Completion is Intensive 14a-57
• SA Type Pre-Completion Algorithms 14a-58
• Customer Class Pre-Completion Algorithms 14a-59
• Bill Due-Date Calculation ERD 14a-60
• LPC Computation – Levying Charges 14a-61
• LPC – Manual Intervention 14a-63
• Bill Routings 14a-64
• Bill Routing ERD 14a-65
• Route Method 14a-66
• Four Potential Mailing Addresses ERD 14a-67
• An Aside: Reprints 14a-68
• Customer Class Bill-Completion Algorithms 14a-69
• SA Type Bill-Completion Algorithms 14a-70
• Messages can be Linked to a Bill or Bill Segments 14a-71
• Messages with Variables 14a-74
• A Bill Summarizes Financial Transactions 14a-75
• All New FTs will be Swept onto the Bill 14a-76
• Customer Class Post Completion Algorithms 14a-77
• Practice 14a-3: Freeze the Bill Segments and Complete the Bill 14a-78
• Overriding SQs and Items 14a-80
• Review: Bill Routing ERD 14a-82
• Postal Routing 14a-83
• Marking a Routing Record with a Batch Control and Run 14a-84
• Process POSTROUT: Create Download Flat File for Postal Routing 14a-85
• Configurable Bill Print Extract 14a-86
• Bill Print Extract Record Types 14a-87
• How is the XML Extract Constructed? 14a-88
• Extending the XML Extract 14a-89
• Bill-Print Intercept 14a-90
• UI Interlude 14a-92
• Bill Summary Differs for Open-Item Customers 14a-93
• Bill Segments Differ for Accounts with Many Service Agreements 14a-94
• Bill – Bill Segment for Large Accounts 14a-95
• Other Places Where Bills Are Displayed 14a-96
• Financial Information Dashboard Zone 14a-97
• Online Bill Image 14a-98
• Bill Info Is Constructed by a Plug-in 14a-99
• Warning: Demo Portals and Zones Ahead 14a-100
• Bill History Zone on Control Central 14a-101
• Bill Segment Calc Lines Zone 14a-102
• View Bill Zone 14a-103
• SA Billing History Portal 14a-104
• SP Consumption Summary Portal 14a-106
• Practice 14a-4: Examine a Large Bill 14a-107
• Bill Print Groups 14a-109
• Bill ERD 14a-110
• Bill Segments Produced by Applying a Rate 14a-112
• When the Flat File is Created, the Language Tables Are Accessed to
• Download Language Dependent Values 14a-113
• Reopening a Completed Bill 14a-115
• Mass Reopen 14a-117
• How to Avoid Reopening 14a-118
• Freezing and Completing 14a-119
• Closing Bills (… Bill Segments, really) 14a-121
• Sequential Bill Numbers 14a-123
• When Sequential Bill Numbers are Assigned 14a-124
• Correction via Cancellation 14a-126
• Different Correction Methods 14a-128
• The Cancel/Rebill Method 14a-130
• Cancel Only 14a-131
• Online Cancel/Rebill 14a-132
• Mass-Cancel an Entire Batch 14a-133
• Automatic Cancel Rebill 14a-134
• Automatic Cancel Rebill: An Example 14a-136
• Credit Notes 14a-137
• Online Credit Note Creation 14a-138
• Correction Notes 14a-139
• Online Correction Note Creation 14a-140
• Bill Segment Remarks 14a-141
• Cancellations Prior to Completion 14a-142
• Practice 14a-5: Cancel/Rebill the Electric Bill Segment 14a-144
• Checkpoint 14a-146
• Billable Charges 14a-148
• Billable Charges may have Bill Lines 14a-149
• A Different Bill Segment Creation Algorithm 14a-150
• Billable Charge ERD 14a-151
• Billable Charges with Service Quantities 14a-153
• Billable Consumption ERD 14a-154
• Billable Charge Bill Segment ERD 14a-155
• Billable Charge Read Details 14a-157
• Billable Charge Read Details ERD 14a-158
• Billable-Charge Line Characteristics ERD 14a-160
• Billable Charge Templates Save Typing 14a-162
• How are Billable Charge Templates Used? 14a-163
• Practice 14a-6: Add a Billable Charge for Yourself 14a-164
• Billable Charge Upload Overview 14a-166
• The Upload Processes 14a-167
• Process X: Populate Upload Staging 14a-168
• Process BCU1: Populate and Validate SA ID and Line Details 14a-170
• Process BCU2: Create Billable Charge 14a-171
• Purging Upload Records 14a-173
• Strict and Wait Options 14a-174
• Recurring Charge SAs 14a-176
• Recurring Charge Bill Segment ERD 14a-178
• More to Come 14a-179
• Review Questions 14a-180
• Summary 14a-181
• 14b Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 14b-2
• Financial Transactions on Bills 14b-3
• Off Cycle Bill Generator: Overview 14b-4
• Off Cycle Bill Generator ERD 14b-5
• Off Cycle Bill Generator Life Cycle 14b-6
• Creating the Bill 14b-7
• Practice 14b-1: Examine the Off Cycle Bill Generator Business Object 14b-8
• Off Cycle Bill Generator Portal 14b-9
• Standard Bill Page 14b-11
• Off Cycle Bill Generator Query Portal 14b-12
• How to Access the Off Cycle Bill Generator Portal 14b-13
• How to Create an Off-Cycle Bill Generator 14b-14
• Realigned Standard Bill Page Functions 14b-16
• Practice 14b-2: Create an Off-Cycle Bill 14b-17
• Review Questions 14b-18
• Summary 14b-19
• 14c Oracle Utilities Customer Care and Billing Functionality for Implementers
• Learning Objectives 14c-2
• Not Applicable to All Implementations 14c-3
• Integration Overview 14c-4
• BPEL Orchestrates the Transformation and Load of Payloads Between CCB
• and MDM 14c-5
• Billing Creates Usage Requests 14c-6
• MDM Responds with Bill Determinants (or Errors) 14c-7
• The Usage Object Generates a Bill Segment 14c-8
• Usage Requests Are Not for Meters Only 14c-10
• SA Type Controls Everything 14c-11
• Get Consumption 14c-12
• Scalar Processing Details 14c-15
• Interval Processing Details 14c-16
• Usage Request Example 14c-17
• Bill Segment Creation 14c-18
• Practice 14c-1: Examine the SA Type Configuration for BD-Oriented SAs 14c-21
• Usage Business Objects 14c-23
• Usage ERD 14c-24
• Usage Request Business Object Lifecycle 14c-25
• Usage Request Business Object Life Cycle 14c-26
• Usage Request Business Object Lifecycle 14c-28
• Creating the Outbound Message 14c-30
• External Message Configuration 14c-31
• Practice 14c-2: Review the Usage Business Objects 14c-32
• Usage Request Portal (Request) 14c-34
• Usage Request Portal (Response) 14c-35
• Usage Interval Data Overlay 14c-36
• Usage Request Portal (Exceptions) 14c-37
• Usage Request Log 14c-38
• Standard Bill Segment Page 14c-39
• Usage Request Query Portal 14c-41
• Practice 14c-3: View a Usage Request 14c-42
• Corrected Reads 14c-44
• Corrected Reads Business Object 14c-45
• Corrected Read Business Object Lifecycle 14c-46
• Corrected Read Portal 14c-47
• Cancel/Rebill 14c-49
• Navigating to MDM 14c-51
• Review Questions 14c-53
• Summary 14c-54

Oracle Utilities Customer Care and Billing Functionality for Implementers

• Learning Objectives
• Checkpoint
• A Statement Consolidates SA FTs
• Statements Can Also Be Used to Route Different Portions of a Bill to
• Different Parties
• An SA or Account Can Appear on Many Statements
• A Statement Can be Constructed of FTs from SAs and Accounts
• A Statement Is Constructed from SA Snapshots
• Practice 15-1: Michelin Inc’s Statement Construct
• Statement Cycle
• Statement Creation Time Line
• The Statement Creation Process
• Statement Production – Interesting Facts
• Statement Routing
• Online Statement Production
• The Statement Download Process
• Statement Printing – Interesting Facts
• Statement Images
• Practice 15-2: Michelin Inc’s Statements
• Review Questions
• Summary

Oracle Utilities Customer Care and Billing Functionali