DSC Delivery Sub-Group

05/03/2018

Agenda

Defect dashboard

Release 2.0 update

XRN4249 – Data Migration Approach

XRN4449 – Customer Testing – High Level Plan, pre-requisites and

responsibilities

PSR report delivery mechanism

Customer Engagement Plan

Volume of CNC updates

Release 3.0 update

XRN4431 - Reads failing market breaker tolerance to be accepted for correct

date following AQ Correction – Solution options - Recommendation for

Release 3

XRN4453 File Format Should Have changes – Walkthrough, discussion and

recommendation on inclusion of change items within Release 3

Update on actions

AOB

Defect Dashboard

Defect Summary Stats Stats as per HPQC extract taken at

8am on Monday 5th March 2018

R1.17 – 2nd March

Defect Number Summary Fix Priority

785 SAP - Corona Files_PN980363.UBR D3 - High priority defect fix

806 AQ Tracker - exception date 071217 D3 - High priority defect fix

834 SAP - Unable to process CDA - with adjustment reason 'DUPLICATE' D5 – Low priority defect fix

843 SAP - FSI file sequence not getting updated D4 – Medium priority defect fix

845 SPA- CYM values - (original fix for defect 777 not working) D3 - High priority defect fix

857 Unique Sites Work Item D3 - High priority defect fix

858 SAP-Overlapping MPRN range for UIPs D3 - High priority defect fix

870 SAP- Update Notification service faulted D3 - High priority defect fix

877 SAP - MPRN 75071103 - Meter & Corrector Exchange (RGMA) profile issues D3 - High priority defect fix

882 SAP - Portal- Meter point status update failed due to device validations D3 - High priority defect fix

888 Inbound - SAP BW- Data load issue - 0FCCMDS01 D4 – Medium priority defect fix

890 SAP - AQ Tracker-exception date 05022018 D3 - High priority defect fix

891 Incorrect rejection code is sending in CAO file D3 - High priority defect fix

893 Outbound - SAP-BW - DRG Meter Status not consistent with Meter Removal Date D3 - High priority defect fix

897 Inbound - SAP-Price change for NTS Optional Rate formula loaded via PCD file D3 - High priority defect fix

901 T2 - RAT file overrunning D3 - High priority defect fix

904 SAP - Portal- Meter point status update failed due to device validations D3 - High priority defect fix

R1.18 – 16th March

Defect Number Summary Fix Priority

98 PGL - 13849 - MTR - N/A - N/A - SAP ISU - ASP - Penny difference in total amount in K42 record compared to K88 D3 - High priority defect fix

213 PGL - 6476 - ONJOB_AMT_REJECTIONS_issue with FUTURE DATE header D4 – Medium priority defect fix

575 Credit invoice issue D3 - High priority defect fix

720 Prime and Sub - Billing Changes D3 - High priority defect fix

731 JOB file routed to destination even after raising REJFL rejection code. D4 – Medium priority defect fix

747 Reads - Issue with Class 4 Check to Check Reconciliation triggered by SFN D4 – Medium priority defect fix

761 Billing and Invocing - Unable to perform rec billing on Prime Sub sites without coterminous read D3 - High priority defect fix

802 SAP - UK energy values updated at D+6 D5 – Low priority defect fix

835 Contract Information Incorrect in the Rec header D4 – Medium priority defect fix

837 SAP - Class 3 Re-Rec not done when next read available D3 - High priority defect fix

838 FINX and O (22 and 06) on same date and shipper sends replacement read for shipper transfer date D4 – Medium priority defect fix

848 Short haul Energy calculation - ASP File Issue In J42 D3 - High priority defect fix

853 T2A_ISU_NDM_PRIM_C2C_REC process issue D3 - High priority defect fix

856 Outbound - Billing/Invoicing refund Erroneous Confirmation D3 - High priority defect fix

860 Outbound - SAP - DNE File sending incorrect (Original) D3 - High priority defect fix

861 SAP - UDQI File - Unable to calculate UQQI for SSMP Child Sites D3 - High priority defect fix

863 SAP - Incorrect volume & energy following replacement read - Through Read entry screen D4 – Medium priority defect fix

872 SAP - EXZ not triggered D3 - High priority defect fix

874 Inbound - NOM File - Auto confirmation issue D3 - High priority defect fix

875 Outbound - SAP -New Formula Year AQ/SOQ value is ZERO - NRL/NNL File D3 - High priority defect fix

878 Inbound - Fault not removed via SFN file D4 – Medium priority defect fix

879 Metering - Meter reads not displayed in Meter read enquiry D4 – Medium priority defect fix

881 Variance energy calculated as zero though variance volume value is non zero for shipper transfer case D3 - High priority defect fix

886 Read Screen issue for FINX read D3 - High priority defect fix

895 Inbound - Last check read date not updated in SFN table for class change scenario D4 – Medium priority defect fix

896 Inbound - SAP- UPD/JOB - Missing profile MPRN 52413605 D3 - High priority defect fix

899 SAP - US01 Exception Duplication D4 – Medium priority defect fix

905 ONJOB Back Billing - SAP -MOD424 asset installation is not allowed on incorrect date D3 - High priority defect fix

Release 2 Update

XRN4361 – UK Link Release 2 - Delivery

26th February

2018

Overall Project RAG Status G

Plan/Time Risks and Issues Cost Resources

RAG Status G A G G

Status Explanation

Objective Full project delivery of UK Link Future Release 2 Scope

Plan/Time

Primary Scope (PS) Update • The additional request for XRN4449 (Priority Services Code - PSR) has had impact assessment completed and a plan

defined to design, build and test the 2 reports. There are no additional costs to the R2 project to deliver this change

• XRN4449 (PSR) customer testing approach - following the DSG meeting on 19th February 18 the preferred approach is

Option 3 – files provided to customers. Plan to be developed and shared via DSG

• Primary Scope System Testing in progress and is tracking to plan

Secondary Scope (SS) Update

• XRN4249 – Address Management • Change Pack representation comments closed out on 14/02. ChMC approval to be sought on 07th March 18

• Change is to develop a UK Link solution to apply monthly GB Mailing address updates

• Data Migration plan to load files since service was stopped continues to be defined through design; options will be

presented to DSG

• A replan of DD & build for XRN4249 & 4316 (Meter Point Details & Sector Breakdown) has been completed and there is no

impact to AT, PT & RT phases (see page 2)

• R2 Implementation approach/plan options to be defined and discussed at DSG on 05th March 18

• R2 Customer Training Requirements discussed at DSG and baselined for approval at 07th March 18 ChMC

Risks and

Issues

• Risk that the scope of R2 may change that could result in impacts to the project plan and costs

• Risk that XRN4249 - Address Management CR may be delayed or descoped from R2

Cost • Project delivery costs are tracking to approved budgets

Resources • Weekly monitoring of SME resources supporting multiple demands (e.g. Future Releases, UIG etc)

UK Link Release 2 - Plan

Primary

Scope Scoping Initiation Delivery Realisation

Stage Scope

Prioritisation

Scope

Defined Funding Initiation

Analysis

and HLD

Detailed

Design Build

Acceptance

Test

Performance

Test

Regression

Test Imp. PIS

Baseline

Plan 07/06/17 25/07/17 09/08/17 Aug 17 Aug 17 20/11/17 29/01/18 18/05/18 18/05/18 22/06/18

29/06/18

(TBC) 30/07/18

Current Plan 07/06/17 11/10/17 10/01/18 13/12/17 16/01/18 29/01/18

(12/01/18) 16/02/18 18/05/18 18/05/18 22/06/18

29/06/18

(TBC) 08/08/18

Secondary

Scope Scoping Initiation Delivery Realisation

Stage Scope

Prioritisation

Scope

Defined Funding Initiation

Analysis

and HLD

Detailed

Design Build

Acceptance

Test

Performance

Test

Regression

Test Imp. PIS

Baseline

Plan 07/06/17 25/07/17 07/02/18 NA NA 09/02/18 09/03/18 18/05/18 18/05/18 22/06/18

29/06/18

(TBC) 30/07/18

Current Plan 07/06/17 27/11/17 07/02/18 NA NA 16/02/18

09/03/18

09/03/18

30/03/18 18/05/18 18/05/18 22/06/18

29/06/18

(TBC) 08/08/18

RAG Key – Milestones are end dates:

Milestone date forecast to be missed Milestone date forecast to be at risk Milestone date forecast to be met Milestone completed Planning/Milestone date to be confirmed

XRN4249 –

Data Migration Approach

XRN4249 - Change Brief

• This change reinstates the PAF updates in order to receive and apply

address updates from a central source which stopped prior to Project

Nexus implementation

• Monthly files will be received from GB Group that will be processed in UK

Link for addresses that have GB Mailing I.D. (To be noted - iGT data does

not have GB Mailing ID so iGT data will not undergo any updates)

• As this change is reintroducing processes that were previously available in

legacy UK Link, we do not foresee any impacts to external User systems

• The delivery of this CR will improve address data and accuracy in line with

PAF

DSG Action – 05th February 2018

BC provided a scenario of an address update and questioned whether the update would work. What

would happen if an address change is received for an address that did not exist in the system in April

2017 – this would be rejected?

DT responded that this is a good question regarding sequencing.

The reinstatement of the Monthly PAF File updates is not reliant on the need to have processed a

previous month(s) edition. The update we perform is based on a one off notification that a change

to an address has occurred and we then locate the pertinent target address by virtue of a unique

number that is attributed to that address. This unique number is known as the GB Mailing I.D.

In response to the specific point raised, if an address (a meter supply point) didn’t exist in April

2017 but did get created in, say, October 2017; the address would be updated if we receive a

subsequent notification of an address update in any monthly edition post the re-establishment of

the Monthly PAF update process.

Address Update Sequencing

The address update process was stopped in April 2017, key question is do we apply

the updated from when this services was stopped until it is reinstated?

To reinstate the update from June 2018 does this require the sequencing of updates

from April 2017 through to June 2018?

There are approximately 7k records that are updated on a monthly basis. This means

for the 14 month period this equates to approximately 100k records to be updated

It is considered a low risk if updates from April 2017 - June 2018 are not applied. This

would equate to a <1% degradation of addresses for 22M GT specific MPRNs held on

the UK Link System

Reinstating updates from June 2018 can be planned without considering the need to

apply updates for the period April 2017 to June 2018. To be agreed with Customers

Migration Options

Options Benefits Risk Mitigation

1 Do not perform migration

– just reinstate the

process from June 2018

- Will not result in bulk address

updates

- Reinstating of the process will

be seamless to the Industry

- Improves address quality from

June 2018

- There will be <1% of

degradation of address data

from April 2017 - June 2018

- Agree with

Industry on the

approach

2 Perform migration as a

bulk update for the 14

months data to be

applied

- There will be continuity on the

process from when it was stopped

in April 2017

- There will be very minimal

degradation of address

information

- Shippers will receive

proportional number of

address updates via NAC

files

- Implementation window

might be potentially

extended, depending on

the performance of bulk

address update

- Less time to rectify issues

- We could

stagger the

NAC files at an

agreed pace

or suspend the

NAC files if the

Shippers do

not want to

receive these

files

3 Perform migration in

phases to cover the 14

months data across the

whole month of June

2018 (eg at weekends

outside of core business

day processing)

- There will be continuity to apply

address updates in sequence from

when the service was stopped in

April 2017

- There will be minimal

degradation of address

information

- Controlled implementation

- Shippers will receive

proportional number of

address updates via NAC

files

- Suspend the

NAC files if the

Shippers do

not want to

receive these

files

UK Link Release 2

XRN4449 - Customer Testing – High

Level Plan, pre-requisites and

responsibilities

Agenda

Industry Outcome

High level Testing Plan

Test Reporting

Customer Decision/Information Needed

Industry Outcome Based on the 3 options presented at the 05th February 18 DSG, the

following is the list of responses received (some Customers opted for

options 2 or 3):

Option 1 : 1

Option 2 : 6

Option 3 : 6

Following assessment of responses from 9 customers we will progress with Option

3 – All customers wishing to participate in testing can do so but will require controls

around the number of transactions and MPRNs to be tested. This will be to ensure

all testing is completed within the defined testing window

High Level Testing Plan

Test Reporting

Xoserve will share a test report that will be based on the

report that was shared during UK Link Programme to the

DRG

The test report will indicate the processes/scenarios, the

number of test cases that have been executed with a status

of pass/fail on a weekly basis

Customer Decision/Information Needed

Decision 1 – Agreement that Customer testing plans will be

aligned to Xoserve’s test plan?

Information 1 – Customers to provide testing lead contacts to

set up sessions to plan testing phase

Appendix 1

XRN4449 – PSR Requirements Customer Testing Approach presented at

05th February 2018 DSG Meeting

PSR – one off Shipper report

Background

The migration of existing needs codes categories to the new

needs codes categories, as defined in SPAA CP 16/370A, will

be undertaken by Xoserve.

Shipper Users have expressed a view that they would benefit

from a one off report detailing the migrated needs codes

categories for comparison purposes within their own

businesses.

This would be provided following the implementation of

change UKLP273.

The report requirements are clear, however no clear view has

been provided by industry regarding the transfer mechanism

The objective of this presentation is to consider feasible transfer

mechanism options again and make recommendations to DSC

Change Management Committee.

Report requirement

The one off Shipper report will be provided at Shipper shortcode level and

will consist of Shipper User’s entire portfolios in relation to Priority Service

Register customers. The following data items will be provided:

MPRN

New needs code category value (separated by comma)

Start date

MPRNs that have undergone the migration activity will have the

Release 2.0 implementation date of Friday 29th June 2018

MPRNs that will not be remapped will have the start date of the

confirmation go live date as originally provided by the Shipper

This report will be provided post 30 business days following

implementation of change UKLP273, to allow for any inflight changes (i.e.

pending confirmations) to become live with the new needs codes.

Transfer mechanism

The one off Shipper report will contain sensitive personal data

and therefore will need to be provided in a secure method.

Industry options for transferring this report are;

An un-configured file provided via the IX

A configured file provided via the IX

Reps for change 1839.4 – ER – SN found there are mixed

views in regards to the transfer mechanism.

There has been support for a configured file provided via the IX

Some parties would like other options to be considered

An un-configured file via the IX has not been supported by industry

Transfer mechanism questions

If a configured file is provided via the IX would parties waive

the 6 months notice period?

This report is provided to enable parties to reconcile data

between central systems and individual organisation systems.

Having this data months after migration activities are

undertaken, seems to be of limited value?

Xoserve believe this adhoc report could be provided via

secure, encrypted email via a stringent quality assured

process - would this be acceptable for parties?

Considering the data being passed is sensitive personal data this

option would need to be a stringent quality assured process, however

this option is signed off to be feasible and is considered the most cost

friendly option.

Volume of CNC updates

Release 3 Update

XRN4431 - Reads failing market

breaker tolerance to be accepted for

correct date following AQ Correction

– Solution options - Recommendation

for Release 3

XRN4453 File Format Should Have

changes – Walkthrough, discussion

and recommendation on inclusion of

change items within Release 3

DSG Actions

Open Actions Title

Meeting

Date Action Owner Status Update

0109 22/01/2018 XRN3656 -Read Validation Tolerances - Analysis

from across the industry / Xoserve analysis needs to

be completed prior to the 5th February meeting.

Xoserve

(RH) Open

This information is currently not available from SAP-BW

until after R2. Request for the industry to share any

analysis undertaken by 5th March DSG meeting

0110 22/01/2018 XRN4484 - Remove restriction on nominated SOQ

(as per MOD 445)- To issue within a Change Pack for

ratifying at ChMC Xoserve Open

This is an internal impact to Xoserve. A CP will be issued

when the change is being delivered

0114 22/01/2018 XRN4482 - SAP Meter Read Entry Screen - To define

the outputs of the reads - how will Shipper Users

know of the reads that have been entered manually Xoserve Open

This activity can be completed through a minor

enhancement. The Change Pack to be issued will inform

Users of how to identify these reads

0115 22/01/2018 XRN4503 - Late Meter Attached resolution - Further

analysis to be completed Xoserve Open

Change not within scope of R3. Potential closure of

change TBC.

0201 05/02/2018 EL to check with Matt Smith and advise KB regarding

2 defects Xoserve Open

EL has provided an explanation to KB regarding the

difference in defect and Service Desk priority scoring.

Awaiting confirmation from KB that this has answered the

query before closure.

0203 05/02/2018 LC to consider the question around sequencing and

provide DSG members with an update Xoserve Open

Data Migration plan to load files since service was

stopped continues to be defined through design; options

will be presented to DSG on 5th March. XRn4249 plan

will have a DM phase within the plan and be tracked

0208 19/02/2018 XRN4449 - PSR reports - Xoserve to issue an

anonymised example report within the minutes of the

DSG meeting on 19th Feb. Xoserve Open Example report issued within the DSG minutes

0209 19/02/2018 XRN4449 - PSR - Xoserve to issue the final version

of PSR mapping rules via the uklink@xoserve.com

box account. Xoserve Open

Require confirmation from Tahera regarding the latest

mapping rules.

0211 19/02/2018

XRN4431 - Reads failing market breaker tolerance to

be accepted for correct date following AQ Correction -

Xoserve to update the Option slides and present

again at DSG on Monday 5th March

Xoserve Open Slides to be updated and issued ahead of meeting.

0213 19/02/2018 DSG members to provide feedback on the Xoserve

website. DSG Open

Feedback to be provided to the uklink@xoserve.com box

account

Closed Actions (for info, to be removed 19/03) Title

Meeting

Date Action Owner Status Update

0101 22/01/2018 XRN4273 - Installed Status of Failed MOD614 - To consider

impacted reports if known through the impact assessment. Xoserve Closed Part of Release 3.0 impact assessment.

0102 22/01/2018 XRN4381 - The Updating of the ZDT_AQ_OPER table - Share the

change that this links to with DSG Xoserve Closed

Confirmed no link to other change and removed from R3. To be

delivered by Minor Enhancements.

0103 22/01/2018 XRN4431 - Reads failing market breaker tolerance to be accepted

for correct date following AQ Correction - Xoserve to add to the

agenda on 5th February and bring solution options.

Xoserve

(ES) Closed

Options provided as part of 19th Feb DSG agenda. New action

(0211) associated to this XRN.

0104 22/01/2018

XRN4477 -Response file for (AIR) the request to bill (RTB)

submission from Networks are not getting generated for the

originator. The change is to be issued to the Networks and the

Networks to confirm that it can be closed.

Xoserve

(RH) Closed

Action closed as the change has been issued within Change Pack

(1856.1) on 31st Jan as 'proposed to close'

0105 22/01/2018 XRN4453 - File format should have changes - Xoserve to release

the list containing the 270 changes and DSG to confirm if there are

functional changes that need to be considered within R3.0.

Xoserve

(RH) Closed

Issued in a Change Pack (1856.3) on 31st January. Open for

representation comments until 21st Feb. Extended f2f DSG meeting

arranged on 5th March to discuss these changes.

0106 22/01/2018 XRN4436 -Change number of occurances for K13 record for

SSMP’s - Xoserve to write out to all Shippers who manage shared

supply point contracts to seek views

Xoserve

(RH) Closed

As there is no distribution list for SSMP Shippers and to solicit views

of the change for other Shippers who will be impacted we issued in

CP 1866.4 on 9th February. Representation period open untl 23rd

February.

0107 22/01/2018

XRN4432 - Amendment to U82 record to include the revised NTS

optional tariff rate - The number of occurrences this has occurred to

be shared. Xoserve to check all the hierarchies have been included

within the change.

Xoserve Closed This will be included within the impact assessment for the change to

be included within Release 3

0108 22/01/2018 XRN4486 - Meter Type O = Orifice to be an acceptable value in file

formats and reports - Impacted records and files to be

communicated. Xoserve Closed Will be considered within the impact assessment for Release 3

0111 22/01/2018 XRN 4465 - Annual Production and notification of LIS-3years read -

The change needs to be communicated - how the reads will be

issued. Update to be provided to DSG on 5th February Xoserve Closed

Will be implemented in early March, will provide reads as estimates

on the MBR file except for any twin stream /uniques/prime, for which

there will be an exceptional process which would require manual

read creation and notification.

0112 22/01/2018 XRN4438 - Contact titles nullified report - Recommended either

requires sponsorship or should be closed as couldn't gauge the

benefit of such a report Xoserve Closed

Issued for industry views within Change Pack 1856.1 on 31st

January. No comments received during the representation period

and it is expected that this change will be closed.

0113 22/01/2018 XRN4528 - The word ‘PLOT’ as a prefix - Confirm this is prior to the

'plot' change within Release 2.0 Xoserve Closed

This is due for delivery on 30th March, being delivered as a defect

and is separate to the change being implemented in R2

0116 22/01/2018

XRN3732 - Capability to replace a sequence of readings - To be

confirmed if required based on RAASP requirements. The industry

wants to consider further scenarios to establish if there is a need to

deliver this change.

DSG Closed No analysis to support the continuation of this change. Industry

parties confirmed they had found no scenarios to support this

change. Agreed by DSG to close this action.

Closed Actions (for info, to be removed 19/03)

Title Meeting

Date Action Owner Status Update

0117 22/01/2018

XRN4541 –Read Design Gaps - Missing Overide Flags In RGMA

and Retro Files - Clarification will the removal of the outer tolerance

validation be included within the change. Potential to introduce new

rejection codes.

Xoserve Closed To be completed within the IA within R4

0118 22/01/2018 XRN4495 - Energy Tolerance Rejection Code - Solution to be

explored and assessment whether it can be in R3.0 Xoserve Closed To be completed as part of the IA within R3

0119 22/01/2018 XRN3667 - Provision of Formula year AQ - Solution to be explored

and assessment whether it can be in R3.0 Xoserve Closed To be completed as part of the IA within R3

0120 22/01/2018 To request the defect drop be added into the bulletin Xoserve Closed Has been completed

0202 05/02/2018 LC to send list of Primary and Secondary Scope items to BC Xoserve Closed Has been completed

0204 05/02/2018 Customers to confirm training requirements at the next DSG meeting

on 19th February DSG Closed DSG members to input to training requirements by 19th.

0205 05/02/2018 Customers to confirm preferred testing option for XRN4449 at next

DSG meeting on 19th February DSG Closed As of today

0206 05/02/2018 Summary document and Change Packs to be sent to BC Xoserve Closed Has been completed

0207 05/02/2018 File format change document to be sent to BC Xoserve Closed Has been completed

0210 19/02/2018 XRN4449 - Xoserve to add 'Volume of CNC updates' to the next

DSG agenda. Xoserve Closed

Added to the agenda on 5th March and issued within the invite on

19th February. Action complete.

0212 19/02/2018 Xoserve arrange and issue invite to face to face DSG meeting on

Monday 5th March. Xoserve Closed Invite has been issued on 19th February. Action completed

0211 19/02/2018 Xoserve to issue the latest version of the R2 Customer Training

Requirments Xoserve Closed

Latest material issued within the minutes for the DSG meeting on

19th February

AOB