smart meter texas third-party release market presentation september 2014
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© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential2 2
Evolution to SMT Third Party & Usability
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential3
Agenda Evolution to SMT Third Party & Usability
Today’s Agenda
Overview of Usability Enhancements
Presentation of the SMT Third-Party Navigation Prototype
Third-Party Functional Design (Process Flow) Walk-through Overview of SMT Third-Party Functionality
Third-Party Registration & Account Management
Manage Energy Data Agreement and Usage Requests
Manage In-Home Device Agreement
Manage In-Home Device Services Agreement
SMT Application Programming Interfaces (API) Walk-through Overview of Available SMT APIs
API Definition and Structure (Adhoc Usage Request and Scheduled Report Request API)
What Third-Parties need to know before Registering with SMT
Q&A
Today’s Materials are at www.ercot.com/committees/board/tac/rms/amwg
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
SMT Usability and User Experience Work
An effort was undertaken to improve the overall user experience (UX) of the Smart Meter Texas web portal Retained Shannon Graf, a consumer insights professional
Conducted a heuristic evaluation of the overall SMT site usability against industry standards and best practices
Proposed changes to be considered to improve the user experience.
The TDSP’s reviewed and elected to include recommendations that could be included in the new third party solution without impacting the ability to release third party in 2014.
Ms. Graf then conducted user validation testing on the new SMT UX design changes Validated that the changes improved the usability of the site
Incorporated feedback from these session with additional changes to further improve the user experience.
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential6 6
The evaluation involved Ms. Graf utilizing the existing Smart Meter Texas solution to perform all new and existing customer functionality.
Ms. Graf also walked through the design documentation and navigation prototype tool to review the new Third Party functionality.
The evaluation involved Ms. Graf utilizing the existing Smart Meter Texas solution to perform all new and existing customer functionality.
Ms. Graf also walked through the design documentation and navigation prototype tool to review the new Third Party functionality.
The research resulted in development of industry best practice recommendations intended to improve the Smart Meter Texas solution usability and user experience (UX).
The research resulted in development of industry best practice recommendations intended to improve the Smart Meter Texas solution usability and user experience (UX).
Heuristic Evaluation
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential7 7
Proposed Solution
Proposed Solution solves for...•A simplified process which aims to reduce overall cognitive load and increase efficiency for all user types
•Organization of processes in modal windows by critical tasks
•Visual representation of key data to help users identify at-a-glance: pending agreements, overall usage, updates / notifications, and entry points to action items, (i.e. 3rd party agreements)
Proposed Solution solves for...•A simplified process which aims to reduce overall cognitive load and increase efficiency for all user types
•Organization of processes in modal windows by critical tasks
•Visual representation of key data to help users identify at-a-glance: pending agreements, overall usage, updates / notifications, and entry points to action items, (i.e. 3rd party agreements)
Quick Fixes solve for…•Addressing key issues that are a barrier to success in the existing portal
•Reducing cognitive load currently required during each step from registration to management
•Consolidating the steps needed to register, view, and manage agreements
Quick Fixes solve for…•Addressing key issues that are a barrier to success in the existing portal
•Reducing cognitive load currently required during each step from registration to management
•Consolidating the steps needed to register, view, and manage agreements
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential8 8
Validation Testing
The study involved 15 in-depth interviews (IDIs) across two days on May 6th and 8th, 2014 in Dallas and Houston, respectively. The interviews were conducted with both residential and business customers and prospects, including representative consumers of the Hispanic community.
The study involved 15 in-depth interviews (IDIs) across two days on May 6th and 8th, 2014 in Dallas and Houston, respectively. The interviews were conducted with both residential and business customers and prospects, including representative consumers of the Hispanic community.
The research resulted in consistent strategic and tactical findings across all respondents, and validated that changes made as a result of the first round of design reviews are positive and well-received.
The research resulted in consistent strategic and tactical findings across all respondents, and validated that changes made as a result of the first round of design reviews are positive and well-received.
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential10 10
Presentation of New Enhanced SMT User Experience
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential11 11
Presentation of the SMT Third-Party Navigation Prototype
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential12
Third-Party Functional Design (Process Flow) Walk-through
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Overview of SMT Third-Party Functionality – What is a Third-Party Service Provider?
A Third-Party Service Provider is a company that provides services to consumers related to energy use, such as energy management services and/or devices to monitor energy use and control consumption.
Third-Party Service Providers can either be: – Retail Electric Providers (REPs) who are authorized to sell electricity to consumers in the state of
Texas but are not the current Retail Electric Provider of the customer (REP of Record), – Independent Third-Party Service Providers that provide energy related services who are not
authorized to sell electricity to consumers in the state of Texas.
If you are a Retail Electric Provider (REP), your company only has access to the usage data of the customers for whom you are their current REP of Record. You need to establish a Customer Agreement with your customers as a Third-Party Service Provider if you want to:
– Access the usage data for customers that you are not the current REP of Record – Add or remove In-Home Devices to your customers’ Smart Meters – Send text messages, pricing signals and load control events to your customers’ In-Home Devices.
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Overview of SMT Third-Party Functionality(Page 1 of 2)
• Third-Party Registration and Account Management– Third-Party is required to have an SMT account.– REP SMT accounts will have the same functionality as an Independent Third-Party.– Independent Third-Party account model will follow the same processes and business rules
as REP accounts (e.g.: Admin/User model).– Third-Party may provide SMT their company logo, URLs to their website and privacy policy,
and confirm that they have met the requirements for a Privacy Seal during new account registration.
• Initiating Customer Agreements (General Rules)– Third-Party is required to have an SMT account.– Third-Party may invite Customers, with or without a SMT Account, for an Agreement.
Customer is required to have an SMT account to accept the Agreement Invitation.
• Third-Party Access To Customer Energy Data– Customer must accept the Energy Data Agreement to allow SMT to begin provide
information to Third-Party.– Third-Party can acquire up to 12 months of Customer Historical Data per Agreement.– Third-Party can acquire future Customer Historical Data per same Agreement until
agreement is expired.– The Energy Data Agreement may have a terms of up to 1 year only.– Customer can terminate the Energy Data Agreement at any time.
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Overview of SMT Third-Party Functionality(Page 2 of 2)
• Third-Party Ability to Provision / De-Provision Customer In-Home Device (HAN)– An In-Home DEVICE Agreement authorizes a Third-Party to provision and de-provision an In-
Home Device with the Customer’s Smart Meter.– An In-Home DEVICE Agreement does not enable a Third-Party to send In-Home Device
messages to Customer’s In-Home Device.– Customer must accept an agreement invitation to allow the Third-Party In-Home Device to
be provisioned with the Customer’s meter.– Provision / De-Provision process must follow Smart Energy Profile (SEP) 1.0 standard.– The Third-Party ability to provision / de-provision In-Home Devices will remain in effect until
the In-Home Device is de-provisioned from the meter, or either the Customer or the Third-Party terminates the Agreement.
• Third-Party Ability to Provide Customer with In-Home Device Messaging Services– An In-Home Device SERVICES Agreement authorizes a Third-Party to communicate with a
Customer’s In-Home Device using SEP 1.0 messages. An agreement can specify any combination of simple text, pricing and/or load control message types.
– An In-Home Device SERVICES Agreement does not enable a Third-Party to provision or de-provision a Customer’s In-Home Device.
– Customer must accept agreement invitation before the Third-Party is able to send In-Home Device messages (e.g. Load Control, Pricing, Text).
– In-Home Device messages must follow Smart Energy Profile (SEP) 1.0 standard.– The Third-Party In-Home Device Messaging Services will remain in effect until the Customer
or the Third-Party terminates the Agreement.
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughProcess Flow
Third-Party
“Create / ManageAgreements” SMT
“ProcessAgreements / Information”
Customer
“Accept / RejectAgreements”
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Permissions are initially granted by Admins to Users during the Pending Approval step of Registration and can be modified in Manage Users.
SMT Tab Left Navigation / UI Portlets REP Admins REP Users 3rd Party Admins 3rd Party Users
My Account Customer Meters (ROR) Default Access Admin Granted Not Applicable Not Applicable
My Account Customer Agreements (3rd
Party)Default Access Admin Granted Default Access Admin Granted
My Account In-Home Device Messages (3rd
Party)Default Access Admin Granted Default Access Admin Granted
My Account My Profile Default Access Default Access Default Access Default Access
My Account Company Profile Default Access Read Only Access Default Access Read Only Access
My Account Manage Users Default Access Not Applicable Default Access Not Applicable
My Account Pending Approval Default Access Not Applicable Default Access Not Applicable
Usage Customer Meters (ROR) Default Access Admin Granted Not Applicable Not Applicable
Usage Customer Meters (3rd Party) Default Access Admin Granted Default Access Admin Granted
Usage Request Report Status (ROR) Default Access Admin Granted Not Applicable Not Applicable
Usage Request Report Status (3rd
Party)Default Access Admin Granted Default Access Admin Granted
SMT Tab Left Navigation / UI Portlets REP Admins REP Users 3rd Party Admins 3rd Party Users
My Account Customer Meters (ROR) Default Access Admin Granted Not Applicable Not Applicable
My Account Customer Agreements (3rd
Party)Default Access Admin Granted Default Access Admin Granted
My Account In-Home Device Messages (3rd
Party)Default Access Admin Granted Default Access Admin Granted
My Account My Profile Default Access Default Access Default Access Default Access
My Account Company Profile Default Access Read Only Access Default Access Read Only Access
My Account Manage Users Default Access Not Applicable Default Access Not Applicable
My Account Pending Approval Default Access Not Applicable Default Access Not Applicable
Usage Customer Meters (ROR) Default Access Admin Granted Not Applicable Not Applicable
Usage Customer Meters (3rd Party) Default Access Admin Granted Default Access Admin Granted
Usage Request Report Status (ROR) Default Access Admin Granted Not Applicable Not Applicable
Usage Request Report Status (3rd
Party)Default Access Admin Granted Default Access Admin Granted
Permissions Granted to REP Users by REP Admins:
•ROR Usage – must be granted•3rd Party Usage – must be granted•3rd Party In-Home Device – must be granted
Permissions Granted to 3rd Party Users by 3rd Party Admins:
•3rd Party Usage – must be granted•3rd Party In-Home Device – must be
granted
Detailed Third-Party Design Walk-ThroughThird-Party SMT Permissions
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughThird-Party Registration Process
Third-Party Admin goes to SMT
unauthenticated Private website to
Register
Third-Party Admin selects type of
account (new 3rd
Party Account)
Third-Party Admin provides personal
information
SMT presentsregistration submission
confirmation page
SMT emails temporary
password to Third-Party Admin
Third-Party Admin logs into SMT with
login and temporary password
Third-Party Admin sets security question and
answer
SMT presents authenticated
landing page (Home page)
Third-Party Admin changes temporary
password
Third-Party Admin provides business
information
Third-Party Adminwill be contacted by
SMT Support to verify business info
SMT Support willverify the Third-
Party’s Credential
SMT Support willverify the API and FTP Connectivity
with 3rd Party
Is Third-Party approved?
Yes
No Inform Third-Party Reject Registration
Request
Manual Process steps
*As a pre-requisite, the 3rd Party is required to obtain the credential and have API and FTP connectivity ready for verification prior to registering for a new 3rd Party account.
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughInitiate New Agreement Process
Third Party logs into SMT and navigates
to My Acct/CustAgreements
Third Party enters Customer info clicks
“Add In-Home Device”
SMT presents error message
SMT creates the In-Home Device
agreement and sets Status as “Pending”
SMT sends invitation email to
Res/Bus and copies Third Party
Validations Successful?
No
Is Customer registered with SMT?
Yes
Third Party meets with Res/Bus and
collects information
SMT presents Successful message
SMT sends invitation email with prompt to register to Res/Bus and
copies Third Party
No
Yes
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughManage Energy Data Agreement and Usage Requests Process
Third-Party navigates to SMT private
unauthenticated website and logs into
SMT
Third-Party navigates to My ‘Account/Customer
Agreements’
Resends Email
Extend Agreement
Terminate Agreement’
View ESIIDs
SMT resends invitation to Customer
(Once only within expiration window)
Third-Party select the Extension Duration of the Agreement and
submit request
SMT sends email to Customer the
Agreement is being Terminated by the
Third-Party
SMT displays the ESIIDs associated to
the Agreement
Third-Party searches for Energy Data
Agreement, selects it, and clicks ‘View/Edit’
Agreement
Third-Party View/Export Meter Information of the
selected ESIID
Third-Party View/Export Premise
Information of the selected ESIID
Third-Party View Customer’s Usage, Request ad-hoc or schedule reports
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughManage In-Home Device Agreement Process
Third Party navigates to SMT private
unauthenticated website and logs into
SMT
Third Party navigates to My
‘Account/Customer Agreements’
Third Party searches for In-Home DEVICE
Agreement, selects it, and clicks ‘View/Edit’
Agreement
Third Party clicks ‘Resend Email’
Third Party clicks ‘Re-Add In-Home
Device’
Third Party clicks ‘Remove In-Home
Device’
Third Party clicks ‘View In-Home Device Details’
SMT resends email invitation to Customer*button is active only if invitation is Pending
SMT resends the Device provisioning
request to TDSP
SMT sends de-provisioning request
to TDSP
SMT displays the In-Home Device
details
© 2014 IBM Corporation Smart Meter Texas (SMT) Confidential
Detailed Third-Party Design Walk-ThroughManage In-Home Device Services Agreement Process
Third Party navigates to SMT private
unauthenticated website and logs into
SMT
Third Party navigates to My
‘Account/Customer Agreements’
Third Party searches for In-Home Device
SERVICES Agreement, selects it, and clicks
‘View/Edit’ Agreement
Third Party clicks ‘Resend Email’
Third Party clicks ‘Terminate Agreement’
SMT resends email invitation to Customer*button is active only if invitation is Pending
SMT terminates the Agreement
*agreement status is set to Closed
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential23 23
SMT Application Programming Interfaces (API) Walk-through
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential24
SMT APIs for Third-Party (Page 1 of 2)
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential25
SMT APIs for Third-Party (Page 2 of 2)
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential26
SMT API Definition and Structure –Adhoc Usage Request API
#Cardinality
HierarchyMandatory
(Y/N)Data
FormatMin Max
Required in Data Model
(Y/N)Data Type Description
10..10..n
08 1 MeterUsageReqList Y segment Y
1 userID Y string(100) Y VARCHAR2
09 1 UserType Y string(10) Y VARCHAR2 Customer Type: Values are 1:Residential or 2 REP 3 Third Party user
11 1 ReportTypeArray Y segment Y
12 1 ReportType Y string(25) Y VARCHAR2
Type of report/response. Accepted values are: DAILY - daily usage report from the date INTERVAL - interval usage report from startDate to endDate. MONTHLY - monthly usage report from startDate to For scheduled option, the report will be generated daily for the 15 minute interval and daily meter reads, and monthly for the monthly usage.
13 1 StartDate Y string(25) Y DATE Start date of the report (mm/dd/yyyy)
14 1 EndDate Y string(25) Y DATE End date of the report (mm/dd/yyyy)
10 1 ReportFormat N string(25) Y VARCHAR2
A response format of report. Currently XML report is supported. Accepted values are: XML , CSV xml , csv MARS, mars (applicable for Interval usage data)
15 1 ESIIDArray Y segment
16 1 ESIID Y string(17,64) Y VARCHAR2 Energy Service Interface identifier
Level 3Level 4
Level 5
Root levelLevel 1
Level 2
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential27
SMT API Definition and Structure –Scheduled Report Request API1 SMTxPScheduledReportRequest Y segment Y
0.1 RequestID N string(32) Y VARCHAR2
Unique request identifier. This will be generated by ESB & sent back in acknowledgement to REP. If REPs provides it, same value will be returned in acknowledgement.
1RequesterType
Yint
Y INTEGERRequester Type indicator.3= Third-party;
1 RequesterAuthenticationID Y string(9,16) Y VARCHAR2 3rd Party DUNs or REP DUNs or TDSP DUNs number
1 RequesterID Y string(32) Y VARCHAR2 System Account ID of Requestor
1 RequestPriority Y string(1) Y VARCHAR2 Priority of request (High=H, Medium=M, Low=L)
0.1 CallbackUri N string(256) N VARCHAR2 Future use for Third Party callback mechanism
1 MeterUsageReqList Y segment Y
1..n ReportTypeArray Y segment Y n=3
1 ReportType Y string(1) Y VARCHAR2
Type of report/response. Accepted values are: INTERVAL - interval usage report from startDate to endDate DAILY - daily usage report generated from startDate to endDate MONTHLY - monthly usage report from startDate to endDate
1 - INTERVAL, 2 - DAILY, 3 - MONTHLY
Scheduled Daily Usage (15 min interval) and Daily Meter Read reports will be created once a day and will show usage for the past dayScheduled Monthly Usage reports will be created once a month and will show usage for the past month
Business rule validations will be applied. In addition, API will check for duplicate ReportTypes. Only unique Report Types are allowed.
1 StartDate Y string(10) Y DATE Start date of when 3rd Party will receive the report (mm/dd/yyyy)
1 EndDate Y string(10) Y DATE End date of when 3rd party will be stopped receiving report (mm/dd/yyyy)
1 MeterUsageReqList Y segment n=1
1 AgreementNumber Y string(12) Y VARCHAR2 The Energy data agreement number
1 ESIID Y string(17,64) Y VARCHAR2 Energy Service Interface identifier
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential28 28
What Third-Parties need to know before Registering with SMT
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential
Third-Party Registration and On-boarding –DUNS and Connectivity Validation Process
SMT presents registration submission
confirmation page
SMT sends email to SMT Operations and
cc SMT Project Manager (Andrea)
SMT Operations Create new Support
Ticket
SMT Project Manager (Andrea) validates 3rd Party’s DUNS number
with D&B
No
YesIs DUNS Number valid?
Is connectivity successful?
14-day Registration Window expired and 3rd
Party requests an extension?
No
Grant 60 calendar days grace period to continue connectivity
verification
End
SMT Operations contacts 3rd Party to verify the API and
FTP Connectivity with 3rd Party
SMT Operations closes Support Ticket and informs 3rd Party Reject Registration
Request
No
Yes
SMT Operations closes Support Ticket and informs 3rd Party Reject Registration
Request
SMT Operations closes Support Ticket
and approves 3rd
Party Registration Request
End
Yes
14 calendar days registration
window starts here
No
Yes SMT Operations approves extension
request?
© 2013 IBM Corporation Smart Meter Texas (SMT) Confidential
Existing REP’s (REP of Record)
•Continue to have access to Energy Data (no Energy Data Agreement is required)•Continue to have access to add / remove Devices if active Devices are currently provisioned to meters (SMT will automatically create Device Agreements between Customer and REP on Day one)•Will have to create Services Agreements between Customer and REP in order to continue sending messages (simple text, load control, pricing and utility enrollment group)
Energy Data Agreements, In-Home Device and In-Home Services Agreements
REP Admins•Full access to Energy Data Agreements
• Full access to In-Home Device Agreements• Full access to In-Home Services Agreements
REP Users• Full access to Energy Data Agreements• Full access to In-Home Device Agreements if user already has access to Devices• Full access to In-Home Services Agreements if user already has access to Devices
Day One Activities
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