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MarkeTrak Phase 2b MarkeTrak Phase 2b Technical Walk Through Technical Walk Through

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MarkeTrak Phase 2b. Technical Walk Through. Req 5 – Add Parent Issue Number. GUI New field to contain the Parent Issue Number Used with Bulk Insert “child” Issues to identify the Bulk Insert “Parent” Issue Number Automatically populated by Bulk Insert process. - PowerPoint PPT Presentation

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MarkeTrak Phase 2bMarkeTrak Phase 2b

Technical Walk ThroughTechnical Walk Through

Req 5 – Add Parent Issue NumberReq 5 – Add Parent Issue Number

GUIGUI New field to contain the Parent Issue NumberNew field to contain the Parent Issue Number Used with Bulk Insert “child” Issues to identify Used with Bulk Insert “child” Issues to identify

the Bulk Insert “Parent” Issue Numberthe Bulk Insert “Parent” Issue Number Automatically populated by Bulk Insert Automatically populated by Bulk Insert

processprocess

Req 5 – Add Parent Issue NumberReq 5 – Add Parent Issue Number

Req 5 – Add Parent Issue NumberReq 5 – Add Parent Issue Number

APIAPI Added “ParentIssueNumber” element to Added “ParentIssueNumber” element to

“QueryResponseIssueType” complex type“QueryResponseIssueType” complex type Added new element “ParentIssueNumber” Added new element “ParentIssueNumber”

string length 16.string length 16.

Req 5 – Add Parent Issue NumberReq 5 – Add Parent Issue Number

BulkBulk No changesNo changes

Req 9 – Comments Required on Req 9 – Comments Required on Siebel Chg/InfoSiebel Chg/Info

GUIGUI Comments now required on Submit of new Comments now required on Submit of new

D2D-Siebel Chg/Info IssuesD2D-Siebel Chg/Info Issues

Req 9 – Comments Required on Req 9 – Comments Required on Siebel Chg/InfoSiebel Chg/Info

Req 9 – Comments Required on Req 9 – Comments Required on Siebel Chg/InfoSiebel Chg/Info

APIAPI Large structural changeLarge structural change Removed “CommentText” element from Removed “CommentText” element from

IssueSubmitRequest complex element and IssueSubmitRequest complex element and added to “Issue{subtype}type” complex added to “Issue{subtype}type” complex elements and created elements and created ‘Issue{subtype}Resptype” complex elements‘Issue{subtype}Resptype” complex elements

Req 9 – Comments Required on Req 9 – Comments Required on Siebel Chg/InfoSiebel Chg/Info

BulkBulk Comments now required on Submit of new Comments now required on Submit of new

D2D-Siebel Chg/Info IssuesD2D-Siebel Chg/Info Issues

Req 9 – Comments Required on Req 9 – Comments Required on Siebel Chg/InfoSiebel Chg/Info

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

GUIGUI Service Period Start Date optional on:Service Period Start Date optional on:

Missing TransactionMissing TransactionProjectsProjectsSiebel Chg/InfoSiebel Chg/InfoOther Other

Service Period Start Date required on:Service Period Start Date required on:Rep of RecordRep of RecordUsage and Billing Usage and Billing

Service Period Stop Date optional on:Service Period Stop Date optional on:Rep of RecordRep of RecordUsage and BillingUsage and Billing

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

APIAPI Add optional “StartTime” element to “MissingTrxnType”, Add optional “StartTime” element to “MissingTrxnType”,

“ProjType”, “SiebelType” and “OtherType” complex types“ProjType”, “SiebelType” and “OtherType” complex types Add optional “StartTime” element to “MissingTrxnRespType”, Add optional “StartTime” element to “MissingTrxnRespType”,

“ProjRespType”, “SiebelRespType”, “OtherRespType”, “ProjRespType”, “SiebelRespType”, “OtherRespType”, “UsageBillingRespType” and “RepRecordRespType” complex “UsageBillingRespType” and “RepRecordRespType” complex typestypes

Add required “StartTime” element to “UsageBillingType” and Add required “StartTime” element to “UsageBillingType” and “RepRecordType” complex types“RepRecordType” complex types

Add optional “StopTime” element to “UsageBillingType” and Add optional “StopTime” element to “UsageBillingType” and “RepRecordType “ complex types“RepRecordType “ complex types

Add optional “StopTime” element to “UsageBillingRespType” Add optional “StopTime” element to “UsageBillingRespType” and “RepRecordRespType” complex typesand “RepRecordRespType” complex types

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

BulkBulk New columns “Start Time” and “Stop Time” added to New columns “Start Time” and “Stop Time” added to

D2D tableD2D table ““Start Time” marked optional for “Missing Txns”, Start Time” marked optional for “Missing Txns”,

“Projects”, “Siebel Chg/Info” and “Other” rows“Projects”, “Siebel Chg/Info” and “Other” rows ““Start Time” marked required on “Usage/Billing Start Time” marked required on “Usage/Billing

Issues” and “Rep of Record” rowsIssues” and “Rep of Record” rows ““Stop Time” marked optional on “Usage/Billing Issues” Stop Time” marked optional on “Usage/Billing Issues”

and “Rep of Record“ rowsand “Rep of Record“ rows All other rows not mentioned above had “Start Time” All other rows not mentioned above had “Start Time”

and “Stop Time” columns marked “N/A”and “Stop Time” columns marked “N/A”

Req 10 – Add Service Period Req 10 – Add Service Period Start/Stop to D2D subtypesStart/Stop to D2D subtypes

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

GUIGUI ISA Number field optional on:ISA Number field optional on:

ProjectsProjects

Other Other ISA Number field required on:ISA Number field required on:

997 Issues997 Issues

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

APIAPI Add optional “ISANum” element to “ProjType”, Add optional “ISANum” element to “ProjType”,

“OtherType”, “ProjRespType”, “OtherType”, “ProjRespType”, “D2d997RespType” and “OtherRespType” “D2d997RespType” and “OtherRespType” complex typescomplex types

Add required “ISANum” element to Add required “ISANum” element to “D2d997Type” complex type“D2d997Type” complex type

Define an “ISANumDef” element as string 9 Define an “ISANumDef” element as string 9 character maxcharacter max

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

BulkBulk New column “ISA Number” added to D2D New column “ISA Number” added to D2D

tabletable ““ISA Number” marked optional for “Projects” ISA Number” marked optional for “Projects”

and “Other” rowsand “Other” rows ““ISA Number” marked required on “997 ISA Number” marked required on “997

Issues” rowIssues” row All other rows not mentioned above had “ISA All other rows not mentioned above had “ISA

Number” column marked “N/A”Number” column marked “N/A”

Req 11 – Add ISA Field to D2D Req 11 – Add ISA Field to D2D subtypessubtypes

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

GUIGUI Reject Code required on submits Reject Code required on submits Reject Code drop down list of valid Texas Set Reject Reject Code drop down list of valid Texas Set Reject

codes based on selected Tran Typecodes based on selected Tran Type Comments required if Reject Code “A13” selectedComments required if Reject Code “A13” selected Reduce Tran Type drop down selections to: 814_02, Reduce Tran Type drop down selections to: 814_02,

814_04, 814_05, 814_07, 814_09, 814_11, 814_13, 814_04, 814_05, 814_07, 814_09, 814_11, 814_13, 814_15, 814_17, 814_19, 814_21, 814_23, 814_25, 814_15, 814_17, 814_19, 814_21, 814_23, 814_25, 814_27, 814_29, 824 814_27, 814_29, 824

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

APIAPI Modify “RejectTrxnType” complex type to use Modify “RejectTrxnType” complex type to use

“TrxnRejectType” element instead of “TrxnRejectType” element instead of “TrxnType”“TrxnType”

Add required “RejectCode” element to Add required “RejectCode” element to “RejectTrxnType” complex type“RejectTrxnType” complex type

Define “TrxnRejectType” and “RejectCode” Define “TrxnRejectType” and “RejectCode” elements with enumerationselements with enumerations

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

BulkBulk New column “Reject Code” added to D2D New column “Reject Code” added to D2D

tabletable ““Reject Code” marked required for “Reject Reject Code” marked required for “Reject

TXNs” rowTXNs” row All other rows not mentioned above had All other rows not mentioned above had

“Reject Code” column marked “N/A”“Reject Code” column marked “N/A”

Req 12 – Reject Txns sub-type Req 12 – Reject Txns sub-type ChangesChanges

Req 20 – Capture Date of 1Req 20 – Capture Date of 1stst Begin Begin WorkingWorking

GUIGUI Add new field “First Touched” to contain the Add new field “First Touched” to contain the

date of the Issue’s first “Begin Working” date of the Issue’s first “Begin Working” transition transition

““First Touched” field available for reportingFirst Touched” field available for reporting Move “Issue Available Date” field from system Move “Issue Available Date” field from system

section to Info section for GUI User viewingsection to Info section for GUI User viewing Both fields are read only and captured Both fields are read only and captured

automatically by the application automatically by the application

Req 20 – Capture Date of 1Req 20 – Capture Date of 1stst Begin Begin WorkingWorking

Req 20 – Capture Date of 1Req 20 – Capture Date of 1stst Begin Begin WorkingWorking

APIAPI Add optional “FirstTouched” element to Add optional “FirstTouched” element to

“QueryResponseIssueType”“QueryResponseIssueType” Define “FirstTouched” as a Date typeDefine “FirstTouched” as a Date type

Req 20 – Capture Date of 1Req 20 – Capture Date of 1stst Begin Begin WorkingWorking

BulkBulk No ChangesNo Changes

Req 30 – New Total to DEV IDR Req 30 – New Total to DEV IDR sub-typessub-types

GUIGUI Add requied “New Total” field to DEV IDR Add requied “New Total” field to DEV IDR

sub-types:sub-types:In MP system, but not in ERCOT systemIn MP system, but not in ERCOT system

In both systems, but with date issuesIn both systems, but with date issues

In both systems, but with kwh issues In both systems, but with kwh issues

Req 30 – New Total to DEV IDR Req 30 – New Total to DEV IDR sub-typessub-types

Req 30 – New Total to DEV IDR Req 30 – New Total to DEV IDR sub-typessub-types

APIAPI Add required “New Total” element to Add required “New Total” element to

"IDRUsageMPNotErcotType“, "IDRUsageMPNotErcotType“, "IDRUsageDateType”, and "IDRUsageDateType”, and "IDRUsagekWhType“ complex types"IDRUsagekWhType“ complex types

Req 30 – New Total to DEV IDR Req 30 – New Total to DEV IDR sub-typessub-types

BulkBulk Add a new column “New Total”Add a new column “New Total” Mark all rows requiredMark all rows required Mark “In ERCOT system not MP” rows as Mark “In ERCOT system not MP” rows as

“N/A”“N/A”

Req 34 – Support XML Special Req 34 – Support XML Special CharactersCharacters

Deferred till December release (release 3)Deferred till December release (release 3)