Overview

You want to complete product transitions for a list of accounts by excluding accounts that have a "non-rollover product" rate transition in the past 30 days. You also want to send transactions to utilities where applicable.

 

Solution

Please create a support ticket requesting the product transition with the following details:

• Customer Account Number or Utility Account Number.
• Product/Offer Name.
• Switch Date
• End date

We will perform the product transitions for the selective accounts and inform you once market approval is received.

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Prerequisites:

• Access to Client database

• Access to QAT

• Access to the client-specific CSR site

 

Steps:

1. Run a select query to get CustID for a given Utility Account Number (UAN). 

select c.custid
from customer c
join premise p on p.custid = c.custid
where premNo='1500029381918'

If Customer Account Number is given, use the query below:

select c.custid
from customer c
where c.custNo='1234567890'

2.  Run a select query to know RolloverFlag for an account from the RateTransition table.
Replace the parameter custid with the value from step 1.
A "non-rollover product" rate transition means RolloverFlag is 0 in the RateTransition table. To exclude accounts with non-rollover product rate transition in the past 30 days, you need to include an entry with RolloverFlag as 1 and the SwitchDate value in the last 30 days.
In the query result, note columns RolloverFlag, SwitchDate, EndDate.
Check each given account to know if it fulfills the condition above and note the accounts that do.

select *
from ratetransition
where custid=109135
order by createddate desc

3. If Switch Date and End Date are provided by the client,

• run the QAT Query ID 1370 to transition selected accounts from the previous step to the given product.
• Get Product ID by running the select query below. Replace the parameter productcode with the offer name or product name provided by the client.

select *
from product 
where productcode='DEO20.09.01_3.29_12_NO_ETF'

• Fill in the parameters
  CustID - found in step 1
  ProductID - found above
  EndDate - provided by the client
  SwitchDate - provided by the client

If the dates are not provided by the client,

• apply the given product to each selected account in the client-specific CSR site using steps from the article.  In this case, enter the Start Date by adding a day to the End Date retrieved in Step 2. 

4. Run a select query to know if a selected account is Rate Ready or not. Replace the parameter premNo with the given UAN.
In the query result, if the description column has the value "Rate Ready", then the account is a rate-ready account.

select c.custid,  bt.description, p.premNo
from customer c
join premise p on p.custid = c.custid
join customeradditionalinfo cai on cai.custid = c.custid
join billingtype bt on bt.billingtypeid = cai.billingtypeid
where premNo='1500029381918'

If found as Rate Ready, send a rate change transaction using these steps.

 

Testing

Verify in the client-specific CSR site for market approval.

• Log into the client-specific CSR site. Search for the given customer account number or Utility Account Number (LDC Account Number).
• Under the Utility Accounts Tab, click on the "View Transaction History" icon. 

• Get the most recent transaction by selecting a recent date range for Date From and Date To,  Type as 814, and click on Search.
• In the resultant information displayed, there should be a transaction or record with the values for the columns Direction as 'In', Type as '814_C'. This incoming transaction will correspond to an Out 814_C transaction. 
  Check the fields Key Field for the value "Effective Date" and Key Data for a date to indicate a received market approval.

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