proposed data standards - main points

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1 RMDS RMDS Retail Market Design Service www.rmdservice.com Proposed Data Standards - Main Points

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Proposed Data Standards - Main Points. Agenda. Background Scope Customer Name Addresses Free Text Issues Next Steps. Background. Customer Name. Individual Name Set Organisation Name Set. Customer Name. Standard proposed for new/changed data: - PowerPoint PPT Presentation

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Page 1: Proposed Data Standards - Main Points

1

RMDSRMDSRMDSRMDS Retail Market Design Service www.rmdservice.com

Proposed Data Standards- Main Points

Page 2: Proposed Data Standards - Main Points

2IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Agenda

• Background• Scope• Customer Name• Addresses• Free Text• Issues• Next Steps

Page 3: Proposed Data Standards - Main Points

3IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Background

Page 4: Proposed Data Standards - Main Points

4IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Customer Name

•Individual•Name Set

•Organisation•Name Set

Title

First Name

Last Name

Name_Org1

Name_Org2

Trading As

Registered Company No.

Page 5: Proposed Data Standards - Main Points

5IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Customer Name

• Standard proposed for new/changed data:

– Upper case proposed to be used in all cases– One space to be used between each separate word– No leading spaces to be used– Fada’s and other accents over letters are not currently

supported by the Retail Market Design– No apostrophes or other punctuation marks to be

used

Page 6: Proposed Data Standards - Main Points

6IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Customer Addresses - Overall Principles

• Up to 3 Addresses are stored for each customer:– Meter Point– Notification– Technical Contact

• Each of these can be in one of 2 formats:– Street/Townland address– PO Box address (except Meter Point Address)

Page 7: Proposed Data Standards - Main Points

7IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Customer Addresses – Overall Principles (contd.)

No. Address Type Comment

1 Meter Point

Connection Point

Maintained by DSO or TSO. Default address for Networks correspondence.

2 Notification Customer Advised by supplier. DSO correspondence is sent here when supplied.

3 Technical Contact

Customer Advised by supplier. No correspondence.

Page 8: Proposed Data Standards - Main Points

8IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Customer Addresses – Overall Principles

• Notification Address is the customer’s correspondence address where different from the meter point address

• It is mandatory where a new Notification Address is being added or changes are being made to an existing notification address

• To change an existing notification address, the whole

address – containing the changes - must be resent by the Supplier

Page 9: Proposed Data Standards - Main Points

9IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

• Notification Addresses are not intended to be used to store ancillary information

• The ‘Care of’ field is only used in cases where someone other than the person/organisation registered as the Customer is responsible for the account

• Incorrect structure on Notification Addresses leads to difficulty delivering Connection Agreements, Quotations and invoices to the Customer

Customer Addresses – Overall Principles

Page 10: Proposed Data Standards - Main Points

10IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Structure

C/O Name

Address Line 1

Address Line 2

Street

Address Line 4

Address Line 5

Postal Code

City

County – Ireland

County – State

Country

Unit/Apt No.

House No.

Page 11: Proposed Data Standards - Main Points

11IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data

• Standard proposed for new/changed data:

– Street field is Mandatory for all Street Type Addresses – When using the overflow fields prior to the street

priority should be given to Address line 1 over Address line 2

– When using the overflow fields after the street field priority should be given to Address line 4 over Address line 5.

Page 12: Proposed Data Standards - Main Points

12IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Unit/Apt Number• Standards proposed for new/changed data:

– Do not use the House Number Field to store this data– An address may have both house number and Unit/Apt. number– Upper case where using Characters– Leading characters are only permitted where they relate

specifically to that component of the address e.g. identifying the Unit/Apt. within a block or the type of Unit/Apt. / block that is being identified

– Characters after the number should usually relate to part of the number of the Unit/Apt. e.g. Unit 115A Street field is Mandatory for all Street Type Addresses

– When using the overflow fields prior to the street priority should be given to Address line 1 over Address line 2

– When using the overflow fields after the street field priority should be given to Address line 4 over Address line 5.

Page 13: Proposed Data Standards - Main Points

13IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Address Line 1

• Standard proposed for new/changed data:

– Address Line 1 should take preference over Address line 2 for storing information prior to house number and street where only one of the Address overflows are needed

– Used primarily for extra address information e.g. House or building name

– Use Upper case characters– No leading spaces– One space between individual words– No apostrophes or other punctuation marks to be used.– Avoid use of abbreviations where possible except for acceptable

ones where necessary for space reasons

Page 14: Proposed Data Standards - Main Points

14IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Address Line 2 & Address Line 4

• Standard proposed for new/changed data:

– Use Upper case characters– No leading spaces– One space between individual words– No apostrophes or other punctuation marks to be

used.– Avoid use of abbreviations where possible except for

recommended ones where necessary for space reasons

Page 15: Proposed Data Standards - Main Points

15IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – House Number

• Proposed rules for population of House Number:

– House Number can be applied to all types of premises – Residential and Commercial.

– Never place house number in the street field– House Number should be primarily numeric. Leading

letter characters are to be avoided unless they are relevant to the house number as in the example below

– Do not put unit, flat or apartment number information in this field. Use Unit/Apt. Number for this purpose

– No leading spaces

Page 16: Proposed Data Standards - Main Points

16IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Street Field

• Standard proposed for new/changed data:

– The Street field would be better named the ‘Street/Townland’ field. It is used in most cases to store the information in relation to which Street the premise is physically located on. Where the address is rural the Townland or local area information is placed here

– Street must be provided for all Address Types in Street format (whether Meter Point, Notification, and Technical). (All data)

Page 17: Proposed Data Standards - Main Points

17IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Street Field

• Proposed rules for the population of Street field:

– Do not put House or Unit/Apt. Number information in this field

– Use Upper case characters– No leading spaces– One space between individual words– No apostrophes or other punctuation marks to be

used.– Avoid use of abbreviations where possible except for

standard ones where necessary for space reasons

Page 18: Proposed Data Standards - Main Points

18IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Address Line 5

• Standard proposed for new/changed data:

– Used primarily for extra address information after the Street E.g. where this will not all fit in Address Line 4 or where an extra line is required in the Address

– Use Upper case characters– No leading spaces– One space between individual words– No apostrophes or other punctuation marks to be

used.– Avoid use of abbreviations where possible except for

recommended ones where necessary for space reasons

Page 19: Proposed Data Standards - Main Points

19IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Postal Code

• Standard proposed for new/changed data:

– The current Dublin Post codes e.g. Dublin 4, do not need to go in this field but should be placed in the City field

Page 20: Proposed Data Standards - Main Points

20IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – City Field

• Standard proposed for all data:

– If the address is in Ireland the City field must be provided

– If the City is Dublin the area code can be added at the end of the text. E.g. Dublin 2

Page 21: Proposed Data Standards - Main Points

21IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – City Field

• Standard proposed for new/changed data:

– Use Upper case characters– No leading spaces – No apostrophes or other punctuation marks to be

used

Page 22: Proposed Data Standards - Main Points

22IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – County -Ireland

• Standard proposed for new/changed data:

– If the Address is in the Republic of Ireland the County must be provided

– This field must be in codified format

Page 23: Proposed Data Standards - Main Points

23IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Address Data – Country

• Standard proposed for new/changed data:

– This field must be in codified format as specified in the Retail Market Design (Set to IE – Ireland in all cases on Meter Point Address

Page 24: Proposed Data Standards - Main Points

24IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Notification Address

• Standard proposed for all data:

– The standards applying to Notification Address are the same as those for Meter Point address

– To change an existing Notification Address, the whole address – containing the changes - must be resent by the Supplier

– Do not send a partial Notification Address

Page 25: Proposed Data Standards - Main Points

25IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Notification Address – C/O Name

• Standard proposed for all data:

– This field is only to be used in cases where someone other than the person/organisation registered as the Customer is responsible for administering the account e.g. a Carer if the customer is a residential customer or Accounts Representative if the customer is a commercial customer.

Page 26: Proposed Data Standards - Main Points

26IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Notification Address – PO Box Type Address

• Standard proposed for all data:

– If sending a PO Box type address you must not also send a Street Type Address for the same Customer

Page 27: Proposed Data Standards - Main Points

27IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Character Set

• Currently does not allow Irish characters

• New guidelines suggest that this may change due to national standards linked to legislation

Page 28: Proposed Data Standards - Main Points

28IGGIGGIGGIGG Industry Governance GroupSecretariat:Secretariat: RMDS RMDS www.rmdservice.com

Next Steps

• Agree standards for existing• Agree standards for new• Add validations• Partial Address clean-up?