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© 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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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.
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
3 IBM Confidential
Navigational Model
3rd Party Registration
REP Registration
3rd Party Account Management
REP Account Management
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
4 IBM Confidential
Navigational Model
3rd Party Registration
REP Registration
3rd Party Account Management
REP Account Management
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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”
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
6 IBM Confidential6
Navigational Model:REP
WelcomeFAQsSecurityTerms and ConditionsContact UsAbout Us
Customer MetersCustomer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals
Customer Meters (ROR)Customer Meters (3rd Party)Report Request Status
Current Messages See DemoFAQsUser GuideImportant LinksContact Us
Home | My Account | Usage | Notices | Help
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)
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
Current Messages See DemoFAQsUser GuideImportant LinksContact Us
Home | My Account | Usage | Notices | Help
Req # Description F C Details
3P-NAV-05
Update "My Account" left navigation menus for Residential User
hpl Txt Text: “3rd Party Relationships"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
8 IBM Confidential8
Navigational Model:Non-Residential Admin
WelcomeShare Your TestimonialFAQsSecurityTerms and ConditionsContact UsAbout Us
My Smart Meters3rd Party RelationshipsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
My Smart MetersReport Request Status
Current Messages See DemoFAQsUser GuideImportant LinksContact Us
Home | My Account | Usage | Notices | Help
Req # Description F C Details
3P-NAV-06
Update "My Account" left navigation menus for Non-Residential Admin user
hpl Txt Text: “3rd Party Relationships"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
9 IBM Confidential9
Navigational Model:Non-Residential User
WelcomeShare Your TestimonialFAQsSecurityTerms and ConditionsContact UsAbout Us
My Smart Meters3rd Party RelationshipsHAN DevicesMy ProfileCompany Profile
My Smart MetersReport Request Status
Current Messages See DemoFAQsUser GuideImportant LinksContact Us
Home | My Account | Usage | Notices | Help
Req # Description F C Details
3P-NAV-07
Update "My Account" left navigation menus for Non-Residential User
hpl Txt Text: “3rd Party Relationships"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
hyperlinks text Text: "3rd Party Relationships"
3P-NAV-07 Update "My Account" left navigation menus for Non-Residential User
hyperlinks text Text: "3rd Party Relationships"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
11 IBM Confidential
Navigational Model
3rd Party RegistrationRegister New 3rd Party EntityRequest Access to Existing 3rd Party Account
REP Registration
3rd Party Account Management
REP Account Management
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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.
Req # Description F C Details
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
Req # Description F C Details
3P-REG-09
Create content for Private Unauthenticated 3rd Parties tab page
- txt Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
Req # Description F C Details
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
16 IBM Confidential
3rd Party Registration:Create Account (1/2) page
3rd Party Account
*Enter DUNS number
Upload company logo
3
upload
Req # Description F C Details
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
Req # Description F C Details
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
19 IBM Confidential
3rd Party Entity Registration:Authenticated Landing Page
Welcome, Rep AdminLog Out
Home | My Account | Usage | Notices | Help
WelcomeFAQsSecurityTerms and ConditionsContact UsAbout Us
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.
Req # Description F C Details
3P-REG-17
Tailor content and hyperlinks on authenticated landing page to 3rd Parties
hpl txt Page content: see slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
Req # 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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
23 IBM Confidential
Request Access to Existing 3rd Party Entity Account:Provide User Information page
4
Previous Finish Cancel
3rd Party Service Provider Account
Req # Description F C Details
3P-REG-20
Modify page section header for 3rd Parties on Request Access (2/2) page
- txt Text: "3rd Party Service Provider Account"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
25 IBM Confidential
Navigational Model
3rd Party Registration
REP RegistrationRegister New REP Account
3rd Party Account Management
REP Account Management
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
26 IBM Confidential
REP Registration:Create Account (1/2) page
Upload company logo upload
Req # Description F C Details
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
- image display image
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
- image display image
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
28 IBM Confidential
Table of Requirements for 3rd Party and REP Registration (2 of 2)
Req # Description Functionality Content Details Rules
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
- image display image
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
- image display image
3P-REG-23 Display company logo on Create Account (1/2) page for 3rd Party registration when user completes file upload action
- image display image
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
29 IBM Confidential
Navigational Model
3rd Party Registration
REP Registration
3rd Party Account ManagementManage Pending Account RequestsManage Existing User AccountsEdit My ProfileEdit Company Profile
REP Account Management
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
31 IBM Confidential
3rd Party Account Management:Pending Approvals Help content
Home | My Account | Usage | Notices | Help
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]
Req # Description F C Details
3P-ACC-09
Create Help content for 3rd Parties Pending Approvals page
hpl text Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
32 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
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
Req # Description F C Details
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
33 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
35 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
3rd Party Account Management:“My Company Profile” page
MyCompanyLogo
Req # Description F C Details
3P-ACC-04
Display company logo on 3rd Party Company Profile page
- img display image
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
36 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
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]
Req # Description F C Details
3P-ACC-10
Create Help content for 3rd Parties Company Profile page
hpl text Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
37 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
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
Req # Description F C Details
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
38 IBM Confidential
Navigational Model
3rd Party Registration
REP Registration
3rd Party Account Management
REP Account ManagementEdit Company Profile
3rd Party Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
39 IBM Confidential
Home | My Account | Usage | Notices | Help
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
Req # Description F C Details
3P-ACC-06
Add Company logo field to 3rd Party Edit Company Profile page
file upload, text
txt Text: "Upload or change company logo"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
40 IBM Confidential
Home | My Account | Usage | Notices | Help
Customer Meters (ROR)Customer Meters(3rd Party)Customer AgreementsHAN DevicesMy ProfileCompany ProfileManage UsersPending Approvals
REP Account Management:“My Company Profile” page
MyCompanyLogo
Req # Description F C Details
3P-ACC-07
Display company logo on REP Company Profile page
- img display image
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
41 IBM Confidential
Table of Requirements for 3rd Party and REP Account Management
Req # Description Functionality Content Details Rules
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"
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
42 IBM Confidential
Navigational Model
3rd Party Registration
REP Registration
3rd Party Account Management
REP Account Management
3rd Party Customer AgreementsSMT Customer UI3rd Party UI
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
43 IBM Confidential
SMT Customer UI3rd Party Relationships page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
My Smart Meters3rd Party RelationshipsHAN DevicesMy Friend’s MetersMy ProfileMy Friends
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
44 IBM Confidential
SMT Customer UI3rd Party Relationships page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
My Smart Meters3rd Party RelationshipsHAN DevicesMy Friend’s MetersMy ProfileMy Friends
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]
My Account / 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-08
Create Help content for residential and non-residential My Account > Customer Agreements page
hpl text Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
45 IBM Confidential
SMT Customer UI 3rd Party Relationships page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
My Smart Meters3rd Party RelationshipsHAN DevicesMy Friend’s MetersMy ProfileMy Friends
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
Req # Description F C Details
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
hpl text Text: See slide
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]
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
46 IBM Confidential
SMT Customer UI View/Edit Agreement page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
My Smart Meters3rd Party RelationshipsHAN DevicesMy Friend’s MetersMy ProfileMy Friends
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
My Account / Customer Agreements / View & Edit Customer Agreement
View & Edit Customer Agreement
Extend AgreementAccept Agreement Cancel/Reject Agreement
Help:• You may Accept or Reject pending agreements• You may Cancel or Extend active agreements[Hide Help]
Req # Description F C Details
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
47 IBM Confidential
3rd Party UI3rd Party Relationships page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals
My Account / Customer Agreements
Search for Customer Agreements
Agreement Number(s)
Customer Last 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)
102*
Create a new:
Req # Description F C Details
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
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
48 IBM Confidential
3rd Party UIMy Account > Customer Agreements Help content
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals
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]
Search for Customer Agreements
Agreement Number(s)
Customer Last 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)
102*
Create a new:
One-Time LOA for Energy Data Provision HAN Device Deprovision HAN Device
Ongoing Relationship for Energy Data Ongoing Relationship for HAN Services
Req # Description F C Details
3P-CAG-07
Create Help content for 3rd Parties My Account > Customer Agreements page
hpl text Text: See slide
My Accounts / Customer Agreements
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
49 IBM Confidential
3rd Party UI3rd Party Relationships page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals
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
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
Create a new:
One-Time LOA for Energy Data Provision HAN Device Deprovision HAN Device
Ongoing Relationship for Energy Data Ongoing Relationship for HAN Services
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]
Req # Description F C Details
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
Hpl Text Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
50 IBM Confidential
3rd Party UIView/Edit Agreement page
Welcome, TomLog Out
Home | My Account | Usage | Notices | Help
Customer AgreementsHAN Device MessagesMy ProfileCompany ProfileManage UsersPending Approvals
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
My Account / Customer Agreements / View & Edit Customer Agreement
View & Edit Customer 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]
Req # Description F C Details
3P-CAG-06
Create page to "View & Edit Customer Agreements" page for 3rd Parties
display customer Agreement
full Agreement details
See Customer Agreement Data Fields slide
3P-CAG-12
Create Help content for 3rd Party Customer Agreement display page
Hpl Text Text: See slide
© 2010 IBM Corporation
3rd Party Registration &Account Management3rd Party Registration &Account Management
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
display customer Agreement
full Agreement details
See Customer Agreement Data Fields slide
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
full Agreement details
See Customer Agreement Data Fields slide
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
hyperlink text Text: See slide
3P-CAG-09 Create Help content for residential and non-residential View & Edit Customer Agreements page
hyperlink text Text: See slide
3P-CAG-10 Create Help content for residential and non-residential Customer Agreement display page
hyperlink text Text: See slide
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