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Sequence for Creating Integrated Products


This topic provides an overview of the sequence for creating integrated products. For more information about creating products in Oracle Utilities Customer Care and Billing and synchronizing product information with Siebel Energy, see Oracle Product Data Synchronization Integration Pack for Oracle Utilities Customer Care and Billing and Siebel Energy - Implementation Guide in the Oracle Application Integration Architecture documentation.

To create a new product, the company uses the integrated products as follows:

  • The product administrator maintains rates and billing details in Oracle Utilities Customer Care and Billing. Rate and billing data include the following:
    • Agreement Type
    • Rate (includes Rate Schedule, Rate Version, Rate Component, Bill Factors)
    • Service Agreement Type Start Option (includes Start Option, Recurring Charge Amount, Contract Rider, Contract Value, Contract Quantity, Characteristics).

      This information is used to define the Service Agreement in Oracle Utilities Customer Care and Billing that is used for pricing and for billing customers.

  • The product administrator creates a new product in Oracle Utilities Customer Care and Billing (called a product offer in Oracle Utilities Customer Care and Billing), validates the product offer, and publishes it. To determine how to define the product, the administrator must consider the following:
    • How the product must be set up in Oracle Utilities Customer Care and Billing for pricing and invoicing
    • Whether the product is part of a larger product offering, a product bundle, or a promotional offering defined in Siebel Energy
    • What product attributes or characteristics have an influence on product eligibility and compatibility, defined in Siebel Energy
    • What non-product attributes affect prices or trigger charges, such as contract duration with penalty, duration of promotional pricing, bundle pricing with unbundling penalties, eBilling option, and automatic payments
  • When the administrator publishes the product offer in Oracle Utilities Customer Care and Billing, the integration layer creates the equivalent product in Siebel Energy.
  • The product administrator can use Siebel Energy to associate the product with the following:
    • Product Catalogs
    • Configuration models
    • Eligibility and compatibility rules
    • Product recommendation rules
    • Promotions
    • Loyalty Programs

      Products must be in product catalogs to be used in quotes or orders. The other features are optional and are defined when they are needed to support utility company requirements for management and sales of product offerings. For more information, see Siebel Order Management Guide, Siebel Product Administration Guide, and Siebel Loyalty Administration Guide.

  • The product administrator uses Siebel Energy to release the product version. For more information, see Siebel Product Administration Guide.
  • After the product is released, sales representatives use Siebel Energy to create quotes and place orders. For more information, see Work Orders in Siebel Energy and Siebel Order Management Guide.
  • The utility company uses Oracle Utilities Customer Care and Billing to bill customers.
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