Billing Account Selector

The Billing Account Selector widget allows business customers to select a billing account from a menu and view its energy use trends and insights. It is used in standalone implementations of the Business Customer Engagement web portal.

On this page:

• Billing Account Selector
  • Requirements
    • Utility Requirements
    • Customer Requirements
  • Limitations
  • User Experience
  • User Experience Variations
    • Data Browser: Billing Account with Multiple Premises
    • Data Browser: Premise with Multiple Service Points

Requirements

Utility Requirements

Same as listed in the product-wide requirements.

Customer Requirements

The main customer requirements are to send business customer billing account data to Oracle Utilities Opower through the Account Data Transfer data feed, and to provide all authorized billing accounts for each username and login as part of the single sign-on (SSO) integration with Oracle. These requirements are typically addressed during the setup and launch phase of your program.

Limitations

Embedded Implementations: The Billing Account Selector is designed for use in the Guest User Access portal, as well as for standalone web portal implementations. It can be used in embedded implementations as well, but it is not recommended. This is because (1) any selections from the Billing Account Selector do not persist across other utility-hosted web pages, and (2) utility websites usually already have an account selector menu which will conflict with the Billing Account Selector.

Not Displayed in Portfolio View: The Billing Account Selector does not display in the Portfolio View page since that page already contains a list of accounts and premise addresses.

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User Experience

In the simplest case, the Billing Account Selector is displayed in a banner at the top of a page and contains a menu of billing account numbers and addresses. When the menu is selected and a new account is chosen, the widgets reload to reflect the selection.

Note: If the business customer only has one billing account, the widget will not display.

If there are multiple premises associated with a billing account, then the premise addresses will be grouped within the billing account number and displayed as a list.

The behavior of the Billing Account Selector menu changes slightly depending on how many billing accounts there are.

• If there is only one billing account, the Billing Account Selector does not display.
• If there are 10 or less billing accounts, the Billing Account Selector displays but does not have a search field.
• If there are more than 10 billing accounts, the Billing Account Selector displays a search field which you can use to filter through the account numbers.

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User Experience Variations

Data Browser: Billing Account with Multiple Premises

If a billing account with multiple premises is selected, the sub menu in the Data Browser displays a list of service agreements for each premise in the year view. This view shows monthly energy usage or cost information related to individual service agreements.

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Data Browser: Premise with Multiple Service Points

If there are multiple service points within a service agreement, then the customer can go a level deeper and see energy cost or usage for each service point in the bill or day view of the Data Browser.

In this case, the sub menu shows whichever service points are associated with the service agreement that has been selected in the year view.

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