© 2010 ibm corporation 3 rd party registration & account management 1ibm confidential 1...

© 2010 IBM Corporation

3rd Party Registration &Account Management3rd Party Registration &Account Management

1 IBM Confidential1

Prepared forTexas Competitive Electric Market

Transmission and Distribution Service Providers (TDSPs)

Design Document for the Release 4.3

of theCommon

Advanced Metering SystemWeb Portal and Data Repository

Design, Build, Test, Deploy

Release 4 Iteration 3Content Document for

SMT 3rd Party Experience, Registration & Account Management v1 August 24th, 2012



2 IBM Confidential

Document Information

Name

Bob Frazier – CenterPoint Energy Houston Electric, LLC

Donny Helm - Oncor Electric Delivery Company, LLC

Denny Daugherty – AEP Texas North Company, AEP Texas Central Company

Robert Roberts – Texas New Mexico Power Company

Revision Number

Revision Date Revision By Summary of Changes Changes marked

v1 08/24/2012 Jonathan Hosu Original Draft No

Revision History

Approvers

This Design Document outlines the functional and technical designs that support the build, test and deploy of Email format 2.0. It does not address Application Support or related Infrastructure activities.



3 IBM Confidential

Navigational Model

3rd Party Registration

REP Registration

3rd Party Account Management

REP Account Management

3rd Party Customer Agreements



4 IBM Confidential

Navigational Model


REP Registration






5 IBM Confidential5

Navigational Model:3rd Party Only

Home | My Account | Usage | Notices | Help

WelcomeFAQsSecurityTerms and ConditionsContact UsAbout Us

Customer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals

Customer MetersReport Request Status

Current Messages See DemoFAQsUser GuideImportant LinksContact Us

Req # DescriptionFunctionality Content Details

3P-NAV-01

Update "My Account" left navigation menus for 3rd Party

Hpl Txt Text: "Customer Agreements"

3P-NAV-02

Update "Usage" left navigation menus for 3rd Party

Hpl Txt Text: "Customer Meters”



6 IBM Confidential6

Navigational Model:REP


Customer MetersCustomer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals

Customer Meters (ROR)Customer Meters (3rd Party)Report Request Status



Req # Description F C Details

3P-NAV-03

Update "My Account" left navigation menus for REP

Hpl Txt Text: “Customer Meters”Text: "Customer Agreements"

3P-NAV-04

Update "Usage" left navigation menus for REP

hpl Txt Text: “Customer Meters(ROR)”Text: "Customer Meters(3rd Party)



7 IBM Confidential7

Navigational Model:Residential User

WelcomeShare Your TestimonialFAQsSecurityTerms and ConditionsContact UsAbout Us

My Smart Meters3rd Party RelationshipsHAN DevicesMy Friend’s MetersMy ProfileMy Friends

My Smart MetersMy Friend’s Smart MetersReport Request Status




3P-NAV-05

Update "My Account" left navigation menus for Residential User

hpl Txt Text: “3rd Party Relationships"



8 IBM Confidential8

Navigational Model:Non-Residential Admin


My Smart Meters3rd Party RelationshipsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals

My Smart MetersReport Request Status




3P-NAV-06

Update "My Account" left navigation menus for Non-Residential Admin user




9 IBM Confidential9

Navigational Model:Non-Residential User


My Smart Meters3rd Party RelationshipsHAN DevicesMy ProfileCompany Profile

My Smart MetersReport Request Status




3P-NAV-07

Update "My Account" left navigation menus for Non-Residential User




10 IBM Confidential

Table of Requirements for Navigational

Req # Description Functionality Content Details

3P-NAV-01 Update "My Account" left navigation menus for 3rd Party

hyperlinks text Text: "Customer Meters(3rd Party)"Text: "Customer Agreements"

3P-NAV-02 Update "Usage" left navigation menus for 3rd Party

hyperlinks text Text: "Customer Meters(3rd Party)

3P-NAV-03 Update "My Account" left navigation menus for REP

hyperlinks text Text: "Customer Meters(3rd Party)"Text: "Customer Agreements"

3P-NAV-04 Update "Usage" left navigation menus for REP hyperlinks text Text: "Customer Meters(3rd Party)"

3P-NAV-05 Update "My Account" left navigation menus for Residential users

hyperlinks text Text: "3rd Party Relationships"

3P-NAV-06 Update "My Account" left navigation menus for Non-Residential Admin user


3P-NAV-07 Update "My Account" left navigation menus for Non-Residential User




11 IBM Confidential

Navigational Model

3rd Party RegistrationRegister New 3rd Party EntityRequest Access to Existing 3rd Party Account

REP Registration






12 IBM Confidential

3rd Party Entity Registration

Welcome(Private

unauthenticated)

SelectAccount Type

CreateAccount

(1/2)

CreateAccount

(2/2)Confirmation

EmailNotification

Set PermanentPassword

Set SecurityQuestions

AuthenticatedLanding Page

Registration process is based on existing REP registration.

1 2 3

10

Scenario: Register a new 3rd Party Entity

4 5

689Login to Private Unauthenticated

page

7



13 IBM Confidential

3rd Party Entity Registration:Welcome (Private Unauthenticated) Page

3rd Parties

Learn More

1

You have arrived at the SMT web site for 3rd Parties, REPs and TDSPs. The tools on this site allow you to view and monitor the electricity usage of your customers.


3P-REG-07

Add 3rd Parties tab to navigation bar on private unauthenticated page

Hpl Txt Text:“3rd Parties”

3P-REG-08

Modify text on private unauthenticated landing page to be inclusive of 3rd Parties

- Txt Text:"3rd Parties"



14 IBM Confidential

3rd Party Entity Registration:Private Unauthenticated 3rd Party Tab

Learn More

Get started…Once you establish your account by registering you can perform several tasks using SMT. Using SMT you will be able to:

Manage Your Account…Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account.

Manage Relationships…Initiate 3rd party relationship with Customers, view the status of pending relationship request, search and edit customer agreements

Manage Your Customer’s HAN Devices…Add or Remove HAN Devices for any of your customers’ meters. You can view reports showing HAN messaging history.

View Usage Data…View the electricity usage reports for any of your customers’ meters. You can search for any of your customers’ Smart Meters. Once you have found the Smart Meter you can view reports or export the usage data.

Read Notifications…View messages regarding planned system outages, new site features and other information related to the SMT web site.

Get Help...Get help and instructions on how to use the SMT web site features.

Be Texas Energy Smart!

Overview | TDSPs | REPs | 3rd Parties | Learn More


3P-REG-09

Create content for Private Unauthenticated 3rd Parties tab page

- txt Text: See slide



15 IBM Confidential

3rd Party Entity RegistrationSelect Account Type

3rd Party Service Provider• Request usage data from your customers• Provide HAN services to your customers

Create a new 3rd Party AccountRequest Access to an Existing 3rd Party Account

2


3P-REG-10

Add 3rd Party Service Provider section to Account Selection page

- txt Text:"3rd Party Service Provider• Request usage data from your customers• Provide HAN services to your customers"

3P-REG-11

Add hyperlink to 3rd Party Registration Account Selection page

Hpl Txt Text: "Create a new 3rd Party Service Provider Account"

3P-REG-12

Add hyperlink to 3rd Party Registration Account Selection page

Hpl Txt Text: "Request Access to an Existing 3rd Party Account"



16 IBM Confidential

3rd Party Registration:Create Account (1/2) page

3rd Party Account

*Enter DUNS number

Upload company logo

3

upload


3P-REG-13

Add required DUNS number field to Create Account (1/2) page 3rd Party Entity Registration

Textbox Text Text: "*Enter DUNS number"

3P-REG-14

Add optional Company logo field to Create Account (1/2) page of 3rd Party Entity Registration

file upload

Txt Text: "Upload company logo"

3P-REG-23

Display company logo on Create Account (1/2) page for REP registration when user completes file upload action

- image display image



17 IBM Confidential

3rd Party Entity RegistrationCreate Account (2/2) page

Register

Home > Select Account Type > Step 1Request Access to a 3rd Party Service Provider Account – Step 2 of 2

[…]

4

< Previous Finish Cancel

MyCompanyLogo


3P-REG-15

Modify page section header on Create Account (2/2) page

- text Text: "3rd Party Service Provider"

3P-REG-16

Display company logo on Create Account (2/2) page for 3rd Party registration

- img display image



18 IBM Confidential

3rd Party Entity Registration:Confirmation, Email Notification, Login, Change Password, Change Security Questions pages[Functionality and Content is identical to corresponding REP pages. No changes required]

6 7

89

Email Notification Login

Change PasswordSet Security Questions

Register

Your request to register with Texas Smart Metering has been submitted.

Your request for an account has been submitted for approval. Please allow 14 calendar days for approval

When approved, you will receive an email with a temporary password

You must login with that temporary password within 14 calendar days to complete your registration

OK

5 Confirmation



19 IBM Confidential

3rd Party Entity Registration:Authenticated Landing Page

Welcome, Rep AdminLog Out



10

Get started...Now that you are into your account you can perform several tasks.Initiate and View Relationships, Pending Acceptance list, …Click the My Account tab to view your pending acceptance list to view list of initiated invitations that are yet to be accepted. Then Select “Add Customer” to enter customer info to initiate the invitation Manage HAN services for customers ...Click the My Account tab and then Select HAN Devices to view and manage delegated HAN DevicesView Usage, Request data…Click the Usage tab to view the electricity usage reports for any of your company Smart Meters.Read Notifications...Click the Notices tab to view messages related to the SMT web site.Get Help...Click the Help tab to get help and instructions on how to use the SMT web site features.


3P-REG-17

Tailor content and hyperlinks on authenticated landing page to 3rd Parties

hpl txt Page content: see slide



20 IBM Confidential

3rd Party Registration:Request Access to Existing 3rd Party Entity Account

Welcome(Private

unauthenticated)

SelectAccount Type

Request AccessFind Business

(1/2)

Request AccessProvide user info

(2/2)Confirmation

Request Access to Existing 3rd Party Entity Account process is based on Request Access to Existing REP Account.

EmailNotification

Set PermanentPassword

Set SecurityQuestions

AuthenticatedLanding Page

1 2 3 4 5

Scenario: Request access to an existing 3rd Party Entity Account

68910Login

(Privateunauthenticated)

7



21 IBM Confidential

Request Access to Existing 3rd Party Entity Account:Select Business page

3Welcome(Private

unauthenticated)

SelectAccount Type

1 2

Find your BusinessIf you can't find your business by searching below then you will need to create a new account for your business. Please Create a new 3rd Party Service Provider Account

3rd Party Service Provider AccountReq # Description F C Details

3P-REG-18

Modify page section header on Select Business page

- txt Text: "3rd Party Service Provider Account"

3P-REG-19

Add hyperlink to Select Business page

hpl txt Text: "Create new 3rd Party Account"



22 IBM Confidential

Request Access to Existing 3rd Party Entity Account:Select Business page

3

Find your BusinessIf you can't find your business by searching below then you will need to create a new account for your business. Please Create a new 3rd Party Service Provider Account

3rd Party Service Provider Account

Register as an Admin Register as a User Cancel


3P-REG-18

Modify page section header on Select Business page


3P-REG-19

Add hyperlink to Select Business page

hpl txt Text: "Create new 3rd Party Account"



23 IBM Confidential

Request Access to Existing 3rd Party Entity Account:Provide User Information page

4

Previous Finish Cancel

3rd Party Service Provider Account


3P-REG-20

Modify page section header for 3rd Parties on Request Access (2/2) page




24 IBM Confidential

Request Access to Existing 3rd Party Entity Account:Confirmation, Email Notification, Login, Change Password, Security Questions, Authenticated Landing Page [Functionality and Content is identical to corresponding REP pages. No changes required]

6 7

8

9

Email Notification Login

Change Password

Set Security Questions

Register

Your request to register with Texas Smart Metering has been submitted.

Your request for an account has been submitted for approval. Please allow 14 calendar days for approval

When approved, you will receive an email with a temporary password

You must login with that temporary password within 14 calendar days to complete your registration

OK

5 Confirmation

10AuthenticatedLanding page



25 IBM Confidential

Navigational Model


REP RegistrationRegister New REP Account






26 IBM Confidential

REP Registration:Create Account (1/2) page

Upload company logo upload


3P-REG-21

Add Company logo field to Create Account (1/2) page of new REP Entity Registration

file upload

txt Text: "Upload company logo"

3P-REG-22

Display company logo on Create Account (1/2) page for REP registration when user completes file upload action




27 IBM Confidential

Table of Requirements for 3rd Party and REP Registration (1 of 2)

Req # Description Functionality Content Details Rules

3P-REG-04 Display company logo on 3rd Party Company Profile page


3P-REG-06 Modify page section header for 3rd Parties on Select Business page

- text

3P-REG-07 Add 3rd Parties tab to navigation bar on private unauthenticated page

hyperlink text Text: 3rd Parties

3P-REG-08 Modify text on private unauthenticated landing page to be inclusive of 3rd Parties

- text Text:"3rd Parties"

3P-REG-09 Create content for Private Unauthenticated 3rd Parties tab page

text Text: See slide

3P-REG-10 Add 3rd Party Service Provider section to Account Selection page

- text Text:"3rd Party Service Provider• Request usage data from your customers• Provide HAN services to your customers"

3P-REG-11 Add hyperlink to 3rd Party Registration Account Selection page

hyperlink text Text: "Create a new 3rd Party Service Provider Account"

3P-REG-12 Add hyperlink to 3rd Party Registration Account Selection page

hyperlink text Text: "Request Access to an Existing 3rd Party Account"

3P-REG-13 Add required DUNS number field to Create Account (1/2) page 3rd Party Entity Registration

textbox text Text: "*Enter DUNS number"



28 IBM Confidential

Table of Requirements for 3rd Party and REP Registration (2 of 2)


3P-REG-14 Add optional Company logo field to Create Account (1/2) page of 3rd Party Entity Registration

file upload text Text: "Upload company logo"

Functional rule 1 applies

3P-REG-15 Modify page section header on Create Account (2/2) page - text Text: "3rd Party Service Provider"

3P-REG-16 Display company logo on Create Account (2/2) page for 3rd Party registration


3P-REG-17 Tailor content and hyperlinks on authenticated landing page to 3rd Parties

hyperlink text Page content: see slide

3P-REG-18 Modify page section header on Select Business page - text Text: "3rd Party Service Provider Account"

3P-REG-19 Add hyperlink to Select Business page hyperlink text Text: "Create new 3rd Party Account"

3P-REG-20 Modify page section header for 3rd Parties on Request Access (2/2) page

- text Text: "3rd Party Service Provider Account"

3P-REG-21 Add Company logo field to Create Account (1/2) page of new REP Entity Registration

file upload text Text: "Upload company logo"

Functional rule 1 applies

3P-REG-22 Display company logo on Create Account (1/2) page for REP registration when user completes file upload action


3P-REG-23 Display company logo on Create Account (1/2) page for 3rd Party registration when user completes file upload action




29 IBM Confidential

Navigational Model


REP Registration

3rd Party Account ManagementManage Pending Account RequestsManage Existing User AccountsEdit My ProfileEdit Company Profile





30 IBM Confidential

3rd Party Account Management:Manage Pending Approvals

PendingApproval

Decline Submit

Manage Approvals for 3rd Party Accounts is based on the existing Manage Approvals for REP Account process. Steps are identical. There will be no changes

Approve

Edit PendingRequest

EmailNotification

Submit

Welcome(Authenticated)

My Account

Scenario: Decline pending account Request

Scenario: Approve pending account Request

Scenario: Edit pending account Request



31 IBM Confidential

3rd Party Account Management:Pending Approvals Help content


Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals

Help: These registered accounts are awaiting approval to have access to the Smart Meters Texas portal.• Default permission for approved account is “View Energy Data”• Select user and click “Edit Permissions” to grant permission other than the default• Select "Approve" or "Decline" to take the same action against all checked accounts in the list. • Comments are required when declining an account.• If registration is declined, the user will have to re-register• You have 14 days to approve/decline these requests. Otherwise, the account will be purged from the

Smart Meter Texas portal and the user will have to re-register.[Hide Help]


3P-ACC-09

Create Help content for 3rd Parties Pending Approvals page

hpl text Text: See slide



32 IBM Confidential



Account Type REP User

Status: Pending

Personal Information

* First Name: Thomas Middle Initial: * Last Name: King Suffix:

Phone: --

* Account email address [email protected]

PermissionsEnergy Data: View Energy data

HAN Devices: Add and Remove HAN device

Web Portal Access

* Access:Comments:

3rd Party Account Management:“Edit Permissions” page

[email protected]


3P-ACC-02

Add checkbox to grant "View Energy Data" privileges

checkbox txt Text: "View Energy Data"

3P-ACC-03

Add checkbox to grant "Add and Remove HAN Devices" privileges

checkbox txt Text: "Add and Remove HAN devices"



33 IBM Confidential



Account Type REP User

Status: PendingPersonal Information

* First Name: Thomas Middle Initial: * Last Name: King Suffix:

Phone: --* Account email address [email protected]

PermissionsEnergy Data: View Energy dataHAN Devices: Add and Remove HAN device

Web Portal Access* Access:

Comments:

3rd Party Account Management:Manage Users

[email protected] # Description F C Details

3P-ACC-11

Add checkbox to grant "View Energy Data" privileges to 3rd Party Manage User

Checkbox Txt Text: "View Energy Data"

3P-ACC-12

Add checkbox to grant "Add and Remove HAN Devices" privileges to 3rd Party Manage User

checkbox Txt Text: "Add and Remove HAN devices"



34 IBM Confidential

3rd Party Account Management:Edit My Company Profile

My CompanyProfile

EditCompany Profile

Submit

Edit My Company Profile for 3rd Party Accounts is based on the existing Edit My Company Profile for REP Accounts. Steps are identical. There will be no changes

EmailNotification



35 IBM Confidential


Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals

3rd Party Account Management:“My Company Profile” page

MyCompanyLogo


3P-ACC-04

Display company logo on 3rd Party Company Profile page

- img display image



36 IBM Confidential



3rd Party User Account Management:“Save Company Profile” returns user to Company Profile page

Help: Your Company Profile has information about your business.All official communications with your company from the Smart Meter Texas Team will be directed

to the contact information in this profile.This information may also be provided to your customers.You must be an Administrator to edit your Company Profile.

[Hide Help]


3P-ACC-10

Create Help content for 3rd Parties Company Profile page




37 IBM Confidential



3rd Party Account Management:“Edit Company Profile” page

Upload or change company logo upload file

Functional Rule 01:Company Logo file shall not exceed 20KBBusiness Rule 02:Only 3rd Party Admins may upload or edit company logo


3P-ACC-05

Add Company logo field to 3rd Party Edit Company Profile page

file upload, text

txt Text: "Upload or change company logo"

save

MyCompanyLogo



38 IBM Confidential

Navigational Model


REP Registration


REP Account ManagementEdit Company Profile




39 IBM Confidential


Customer Meters(ROR)Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals

REP Account Management:“Edit Company Profile” page

Upload company logo upload file


3P-ACC-06

Add Company logo field to 3rd Party Edit Company Profile page

file upload, text

txt Text: "Upload or change company logo"



40 IBM Confidential


Customer Meters (ROR)Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals

REP Account Management:“My Company Profile” page

MyCompanyLogo


3P-ACC-07

Display company logo on REP Company Profile page

- img display image



41 IBM Confidential

Table of Requirements for 3rd Party and REP Account Management


3P-ACC-01 Add option to search by Customer Account number to "My Account" landing page

radio button, search

text Text: "Customer Account Number(s)"

3P-ACC-02 Add checkbox to grant "View Energy Data" privileges checkbox text Text: "View Energy Data" Business Rule 1 applies

3P-ACC-03 Add checkbox to grant "Add and Remove HAN Devices" privileges

checkbox text Text: "Add and Remove HAN devices"

3P-ACC-04 Display company logo on 3rd Party Company Profile page - image display image

3P-ACC-05 Add Company logo field to 3rd Party Edit Company Profile page file upload, text text Text: "Upload or change company logo" Functional rule 1 applies

3P-ACC-06 Add Company logo field to 3rd Party Edit Company Profile page file upload, text text Text: "Upload or change company logo" Functional rule 1 applies

3P-ACC-07 Display company logo on REP Company Profile page - image display image

3P-ACC-08 On 3rd Party Pending Approvals page, for "Approve" action, set user permission to "View Energy Data"

set user permission

- Business Rule 1 applies

3P-ACC-09 Create Help content for 3rd Parties Pending Approvals page hyperlink text Text: See slide

3P-ACC-10 Create Help content for 3rd Parties Company Profile page hyperlink text Text: See slide

3P-ACC-11 Add checkbox to grant "View Energy Data" privileges to 3rd Party Manage Users

checkbox text Text: "View Energy Data"

3P-ACC-12 Add checkbox to grant "Add and Remove HAN Devices" privileges to 3rd Party Manage Users

checkbox text Text: "Add and Remove HAN devices"



42 IBM Confidential

Navigational Model


REP Registration



3rd Party Customer AgreementsSMT Customer UI3rd Party UI



43 IBM Confidential

SMT Customer UI3rd Party Relationships page

Welcome, TomLog Out



My Account / Customer Agreements

Search for Customer Agreements

Agreement Number(s)

Company Name

ESIID(s)

Meter Number(s)

MAC Address

Choose your search criteria and type in a one or more search items,OR import a list of search items from a file.

* Indicates a required field.

* Select type of agreement search criteria.

Type one or more search items:(separated by commas)

Import search items from a file:

102*Req # Description F C Details

3P-CAG-01

Create My Accounts/3rd Party Relationships search page

search See slide

Search criteria: Agreement #, Company Name, ESIID(s), Meter Numbers, MAC Address



44 IBM Confidential

SMT Customer UI3rd Party Relationships page

Welcome, TomLog Out



Help: You have more than 25 Customer Agreements associated with your account.• You may search for an agreement by Customer Agreement number, Customer

Last Name, ESIID, meter number, MAC address• Enter a list of up to 100 ESI IDs or Meter numbers that you'd like to see and we'll

search your list for you.• Import an XLS or CSV file that contains the list of ESI IDs or Meter numbers that

you would like to search for. (Note: The file should contain 1 ESI ID or Meter number per row and can not contain other information.) Just import the file and we will do the search for you. For more information about how to create and import XLS or CSV files you may review the User Guide.

[Hide Help]


Agreement Number(s)

Company Name

ESIID(s)

Meter Number(s)

MAC Address





Import search items from a file:

102*


3P-CAG-08

Create Help content for residential and non-residential My Account > Customer Agreements page




45 IBM Confidential

SMT Customer UI 3rd Party Relationships page

Welcome, TomLog Out



RelationshipType

Customer Agreement #

StartDate

EndDate

ESIID Company Name

Status

1-Time Energy 102412000005

10/24/12

10/24/12

1044372…

Global MTRS

Complete

On Going 102412000123

10/24/12

05/24/13

1093231…

ABB Services

Pending

1-Time Energy 102512000132

10/25/12

10/25/12

1093231…

iServices Pending

HAN Device 102512000137

10/24/12

10/24/12

1008448…

General Fire Device Added

HAN Device 102512000149

10/24/12

10/24/12

1034221…

Oni Add Pending

1-Time Energy 102512000167

10/24/12

10/24/12

1059643…

Chandra Rejected

1-Time Energy 102512000195

10/24/12

10/24/12

1240123…

A1 Energy Complete

On Going 102512000233

11/05/12

05/05/13

1004789…

Dallas Meters

Active

HAN Device 102512000321

10/24/12

10/24/12

1001452…

Sandusky Device Added

HAN Device 102512000339

10/24/12

10/24/12

1000496…

Hernandez Device Added

HAN Device 102512000457

10/24/12

10/24/12

1009159…

Smith Svcs Customer Init…

View/Edit Agreement

My Account / Customer Agreements / View & Edit Customer Agreement

View & Edit Customer Agreement

View/Edit Agreement

Showing 1 – 25 of 501 1 2 3 4 5 Previous | Next


3P-CAG-02

Create "View & Edit Customer Agreements" page

display table

See slide

Display table of search results as per existing production pattern

3P-CAG-09

Create Help content for residential and non-residential View & Edit Customer Agreements page


Help:Select a Customer Agreement to View or EditIf you have more than 25 Customer Agreements, you may click the “Previous” or “Next”

links at the top of the page to scroll through your agreements[Hide Help]



46 IBM Confidential

SMT Customer UI View/Edit Agreement page

Welcome, TomLog Out



Company InformationCompany Name: Green Energy ServicesCompany Phone: 244-322-5454Company Email: [email protected] InformationCustomer First Name: ChikaCustomer Last Name: AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000Meter DataESIID#: 10443720007574303Meter#: 104051941Customer AgreementCustomer Agreement #: 102512000233Agreement Type: Ongoing Agreement Energy DataAgreement Status: ActiveAgreement Start Date: 01/01/2012Agreement End Date: N/AReport Type: Interval csvReport Duration: 3 months



Extend AgreementAccept Agreement Cancel/Reject Agreement

Help:• You may Accept or Reject pending agreements• You may Cancel or Extend active agreements[Hide Help]


3P-CAG-03

Create page to "View & Edit Customer Agreements" page

display customer Agreement

full Agreement details

See Customer Agreement Data Fields slide

3P-CAG-10

Create Help content for residential and non-residential Customer Agreement display page

Hpl Text Text: See slide



47 IBM Confidential

3rd Party UI3rd Party Relationships page

Welcome, TomLog Out





Agreement Number(s)

Customer Last Name

ESIID(s)

Meter Number(s)

MAC Address





102*

Create a new:


3P-CAG-04

Create My Accounts/3rd Party Relationships search page for 3rd Parties

Search See slide

Search criteria: Agreement #, Customer Last Name, ESIID(s), Meter Numbers, MAC Address

One-Time LOA for Energy Data Provision HAN Device Deprovision HAN Device

Ongoing Relationship for Energy Data Ongoing Relationship for HAN Services



48 IBM Confidential

3rd Party UIMy Account > Customer Agreements Help content

Welcome, TomLog Out



Help: You have more than 25 Customer Agreements associated with your account.• You may search for an agreement by Customer Agreement number, Customer Last Name,

ESIID, meter number, MAC address• Enter a list of up to 100 ESI IDs or Meter numbers that you'd like to see and we'll search your

list for you.• Import an XLS or CSV file that contains the list of ESI IDs or Meter numbers that you would

like to search for. (Note: The file should contain 1 ESI ID or Meter number per row and can not contain other information.) Just import the file and we will do the search for you. For more information about how to create and import XLS or CSV files you may review the User Guide.

[Hide Help]


Agreement Number(s)

Customer Last Name

ESIID(s)

Meter Number(s)

MAC Address





102*

Create a new:




3P-CAG-07

Create Help content for 3rd Parties My Account > Customer Agreements page


My Accounts / Customer Agreements



49 IBM Confidential

3rd Party UI3rd Party Relationships page

Welcome, TomLog Out



RelationshipType

Customer Agreement #

StartDate

EndDate

ESIID Customer Last Name

Status

1-Time Energy 102412000005

10/24/12

10/24/12

1044372…

Xing Complete

On Going 102412000123

10/24/12

05/24/13

1093231…

Garcia Pending

1-Time Energy 102512000132

10/25/12

10/25/12

1093231…

Gowan Pending

HAN Device 102512000137

10/24/12

10/24/12

1008448…

Lombardi Device Added

HAN Device 102512000149

10/24/12

10/24/12

1034221…

Oni Add Pending

1-Time Energy 102512000167

10/24/12

10/24/12

1059643…

Chandra Rejected

1-Time Energy 102512000195

10/24/12

10/24/12

1240123…

Adebayo Complete

On Going 102512000233

11/05/12

05/05/13

1004789…

Shi Active

HAN Device 102512000321

10/24/12

10/24/12

1001452…

Sandusky Device Added

HAN Device 102512000339

10/24/12

10/24/12

1000496…

Hernandez Device Added

HAN Device 102512000457

10/24/12

10/24/12

1009159…

Smith Customer Init…

View/Edit Agreement View Usage View HAN Devices



View/Edit Agreement

Showing 1 – 25 of 501 1 2 3 4 5 Previous | Next

Create a new:



Export Agreements

View Usage View HAN Devices Export AgreementsHelp:Select a Customer Agreement to View or EditIf you have more than 25 Customer Agreements, you may click the “Previous” or

“Next” links at the top of the page to scroll through your agreements[Hide Help]


3P-CAG-05

Create "View & Edit Customer Agreements" page for 3rd Parties

display table

See slide

Display table of search results as per existing production pattern

3P-CAG-11

Create Help content for 3rd Party View & Edit Customer Agreement page




50 IBM Confidential

3rd Party UIView/Edit Agreement page

Welcome, TomLog Out



Customer InformationCustomer First Name: ChikaCustomer Last Name: AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-00003rd Party InformationCompany Name: Green Energy ServicesContact Name: James WilsonCompany Phone: 244-322-5454Company Email: [email protected] DataESIID#: 10443720007574303Meter#: 104051941Customer AgreementCustomer Agreement #: 102512000233Agreement Type: Ongoing Agreement Energy DataAgreement Status: ActiveAgreement Start Date: 01/01/2012Agreement End Date: N/AReport Type: Interval csvReport Duration: 3 months

Cancel Agreement



Extend Agreement

Help:You may perform the following actions on an agreement• Extend Agreement• Cancel AgreementYour customer will be automatically notified of changes to the agreement[Hide Help]


3P-CAG-06

Create page to "View & Edit Customer Agreements" page for 3rd Parties




3P-CAG-12

Create Help content for 3rd Party Customer Agreement display page




51 IBM Confidential

Table of Requirements for 3rd Party Customer AgreementsReq # Description Functionality Content Details

3P-CAG-01 Create My Accounts/3rd Party Relationships search page for Res and non-Res users

search See slide Search criteria: Agreement #, Company Name, ESIID(s), Meter Numbers, MAC Address

3P-CAG-02 Create "View & Edit Customer Agreements" page for Res and non-Res users

display table See slide Display table of search results as per existing production pattern

3P-CAG-03 Create page to "View & Edit Customer Agreements" page for Res and non-Res users




3P-CAG-04 Create My Accounts/3rd Party Relationships search page for 3rd Parties search See slide Search criteria: Agreement #, Customer Last Name, ESIID(s), Meter Numbers, MAC Address

3P-CAG-05 Create "View & Edit Customer Agreements" page for 3rd Parties display table See slide Display table of search results as per existing production pattern

3P-CAG-06 Create page to "View & Edit Customer Agreements" page for 3rd Parties display customer Agreement



3P-CAG-07 Create Help content for 3rd Parties My Account > Customer Agreements page

hyperlink text Text: See slide

3P-CAG-08 Create Help content for residential and non-residential My Account > Customer Agreements page


3P-CAG-09 Create Help content for residential and non-residential View & Edit Customer Agreements page


3P-CAG-10 Create Help content for residential and non-residential Customer Agreement display page


3P-CAG-11 Create Help content for 3rd Party View & Edit Customer Agreement page hyperlink text Text: See slide

3P-CAG-12 Create Help content for 3rd Party Customer Agreement display page hyperlink text Text: See slide

© 2010 ibm corporation 3 rd party registration & account management 1ibm confidential 1...

Documents

rd party customer agreements

rd party experience

party hpltxttext

ibm corporation

customer meters3rd party

customer meters text

account usage notices

account left navigation